# ![@masayoshisson Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2981260875.png) @masayoshisson Masa’s Son

Masa’s Son posts on X about aero, $lu, lu, $aero the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2981260875/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2981260875/c:line/m:interactions.svg)

- [--] Week [------] +611%
- [--] Month [------] -68%
- [--] Months [---------] +510%
- [--] Year [---------] +37,774,991%

### Mentions: [--] [#](/creator/twitter::2981260875/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2981260875/c:line/m:posts_active.svg)

- [--] Month [--] -53%
- [--] Months [---] +163%
- [--] Year [---] +55,300%

### Followers: [---] [#](/creator/twitter::2981260875/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2981260875/c:line/m:followers.svg)

- [--] Week [---] +0.18%
- [--] Month [---] +0.93%
- [--] Months [---] +136%
- [--] Year [---] +3,793%

### CreatorRank: [---------] [#](/creator/twitter::2981260875/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2981260875/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  58.25% [cryptocurrencies](/list/cryptocurrencies)  21.36% [finance](/list/finance)  20.39% [technology brands](/list/technology-brands)  16.5% [countries](/list/countries)  8.74% [exchanges](/list/exchanges)  6.8% [travel destinations](/list/travel-destinations)  0.97% [automotive brands](/list/automotive-brands)  0.97% [currencies](/list/currencies)  0.97% [vc firms](/list/vc-firms)  0.97%

**Social topic influence**
[aero](/topic/aero) 13.59%, [$lu](/topic/$lu) 12.62%, [lu](/topic/lu) 12.62%, [$aero](/topic/$aero) 12.62%, [$baba](/topic/$baba) #122, [ai](/topic/ai) 8.74%, [baba](/topic/baba) 8.74%, [trade](/topic/trade) 7.77%, [china](/topic/china) 7.77%, [crypto](/topic/crypto) 6.8%

**Top accounts mentioned or mentioned by**
[@mathlonning](/creator/undefined) [@luckyca66355138](/creator/undefined) [@rabois](/creator/undefined) [@base](/creator/undefined) [@chamath](/creator/undefined) [@cedarstresearch](/creator/undefined) [@mmcrypto](/creator/undefined) [@binance](/creator/undefined) [@czbinance](/creator/undefined) [@commonsenseplay](/creator/undefined) [@littlestarxyz](/creator/undefined) [@ustraderep](/creator/undefined) [@billackmans](/creator/undefined) [@billackman](/creator/undefined) [@bgurley](/creator/undefined) [@onion61314](/creator/undefined) [@bentonc13](/creator/undefined) [@longwalkcapital](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@tedpillows](/creator/undefined)

**Top assets mentioned**
[Lufax Holding Ltd (LU)](/topic/$lu) [Aerodrome (AERO)](/topic/$aero) [Alibaba Group (BABA)](/topic/$baba) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Ethereum (ETH)](/topic/$eth) [American Exceptionalism Acquisition Corp. A (AEXA)](/topic/$aexa) [Bloom Energy Corporation (BE)](/topic/$be) [Accelerant Holdings (ARX)](/topic/$arx) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Bitcoin (BTC)](/topic/$btc) [Layerzero (ZRO)](/topic/$zro) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [CatCoin (CAT)](/topic/$cat) [Oklo Inc. (OKLO)](/topic/$oklo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Uniswap (UNI)](/topic/$uni) [Microsoft Corp. (MSFT)](/topic/microsoft) [GE Vernova Inc. (GEV)](/topic/$gev)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@mathlonning terminal growth rate WACC"  
[X Link](https://x.com/masayoshisson/status/2021747061813555588)  2026-02-12T00:43Z [---] followers, [---] engagements


"$acmr - price discount vs. acm shanghai room to run (2x from here just to achieve fv) don't think we'll see this immediately but def buy sub $50 in case of any weakness fundamentals checked out well - unfort too late to massively size this up tiny long since sub $40"  
[X Link](https://x.com/masayoshisson/status/2021815209782849764)  2026-02-12T05:14Z [---] followers, [---] engagements


"similar situation as with $acmr - missed the buy. didnt buy the calls when stock was at $15 bc I did think wed see some weakness (despite my expectation it was up only season literally almost zero down days since I started looking at it in dec) base case is now priced in so this is pure multiple arbitrage hence Im not a buyer now sure this could to to 30x fwd but not my style really. also think the long atom trade is up for reversal I dont see any major downside catalysts but market wide weakness may cause some reversion to the mean below $20 Id buy - watchlist until then"  
[X Link](https://x.com/masayoshisson/status/2022388427543511199)  2026-02-13T19:12Z [---] followers, [--] engagements


"shortlist of best ideas for next [--] months - still 75% cash - max long crypto - I dont think anyone sees agentic AI as the next narrative for crypto RWAs: $btc $eth $zro $cept - selective AI supply chain/ atom trade - room to run but probably need to cool down from current levels: $asx $psix $acmr - china tech: $baba will be the undisputed enterprise AI leader (no way around it) also would buy cxmt and ymtc on ipos - china consumer/ smb finance - due for massive mean reversion trade $lu $qfin $finv - security - again agentic AI: dont have great ideas (at good value) yet - $pawn - select AI"  
[X Link](https://x.com/masayoshisson/status/2022392577719439860)  2026-02-13T19:28Z [---] followers, [---] engagements


"a few honest reflections on $AEXA the latest and greatest coup from scamath (@chamath) - he really never disappoints //1 RETAIL HYPE THROUGH ILLUSION OF SCARCITY AND QUALITY BY MARKETING AN 'INSTITUIONAL ACCESS ONLY' DEAL "I want to temper retail investors involvement with my SPACs. This deal was built for institutional investors." LOL really aka ONLY institutional investors should have the privilege of lighting money on fire this is marketing at its best - retail buying into $AEXA is the only goal here why chamath benefits from an extremely low effective float (of just 1.3% retail if his"  
[X Link](https://x.com/anyuser/status/1972840216680415320)  2025-09-30T01:45Z [---] followers, [----] engagements


"I can confirm this is happening but $msft is just so fucking far behind - think well see $300 before any sustained recovery REPORT: Microsoft is gearing up to ditch OpenAI and ChatGPT and build its own frontier models. In a new interview with FT Microsoft AI chief Mustafa Suleyman confirmed the move stating: "We have to develop our own foundation models which are at the absolute frontier with https://t.co/FdNysISSA1 REPORT: Microsoft is gearing up to ditch OpenAI and ChatGPT and build its own frontier models. In a new interview with FT Microsoft AI chief Mustafa Suleyman confirmed the move"  
[X Link](https://x.com/masayoshisson/status/2022393432413778360)  2026-02-13T19:32Z [---] followers, [---] engagements


"$qfin -13% those provisions seem outrageous lol not sure what exactly they are preparing for either their credit stats are much worse (and now they're forced to eat their own cake) or we'll see massive consumer credit deterioration over the next year"  
[X Link](https://x.com/masayoshisson/status/1990919565740515392)  2025-11-18T23:06Z [---] followers, [---] engagements


"doing deep diligence on semi ap in taiwan - close to building out core position over next few weeks + market leader (incl partnership with $nvdia for frontier ap) + attractive fundamentals (I think potential for future semi bottleneck in 2026) + sub 25x fwd earnings (rerating potential once bottleneck becomes clearer) + topline estimates cy26 +10% above street + operating profit estimates cy26 +20% above street + underappreciated usd appreciation vs ntd (major tailwind for cy's gross margins) https://twitter.com/i/web/status/2009683673918984572"  
[X Link](https://x.com/masayoshisson/status/2009683673918984572)  2026-01-09T17:48Z [---] followers, [---] engagements


"$be $gev $ftai $smery $cat take it for what it's worth on behind the meter dc power solutions (from hyperscaler dc lead) fuel cells + availability: lower (38% 10% smaller than turbines) + cost per mw: mid range + efficiency: strong + load following: weak + footprint: worst (take massive space) + vendor: high risk with $be being only supplier severe lock-in + deployment: limited capacity supplemental densification only (structurally limited from being/ becoming prime any time soon) nat gas engines + cost per mw: mid range + efficiency: slightly better than fuel cells + load following: best +"  
[X Link](https://x.com/masayoshisson/status/2017345733658349874)  2026-01-30T21:14Z [---] followers, [---] engagements


"reflections behind the meter at scale power deployments will be a key theme for next 2-3 years (no way hyperscalers will be able/ allowed to drain grid) large bess likely will take out diesel gen sets for backup (will need to do more work obvs $tsla big here)"  
[X Link](https://x.com/masayoshisson/status/2017345735810048213)  2026-01-30T21:14Z [---] followers, [---] engagements


"+ $be trash (not only bc inferior/ limited today but also not clear winner as turbines lead times shrink) + $ftai really interesting (also bc supply chain for massive engine castings at $cat limited - need to do more work)"  
[X Link](https://x.com/masayoshisson/status/2017345737856848054)  2026-01-30T21:14Z [---] followers, [---] engagements


"$arx getting incredibly interesting here underappreciated tech/ ai play within insurance 6x fwd ebitda [---] bn insider holdings (with buys in nov) qq is how many more shares will altamont dump lol"  
[X Link](https://x.com/masayoshisson/status/2018727154171678807)  2026-02-03T16:43Z [---] followers, [---] engagements


"@onion61314 @CedarStResearch @bentonc13 altamont has its back to the wall. it's a dying firm. $arx is one of their few winners - my guess is that they protect what they can changes nothing about the fundamentals of the business"  
[X Link](https://x.com/masayoshisson/status/2018745620270293045)  2026-02-03T17:57Z [---] followers, [---] engagements


"$ibit iv for leaps 60% cant be right can it"  
[X Link](https://x.com/masayoshisson/status/2019823720962093446)  2026-02-06T17:21Z [---] followers, [--] engagements


"$oklo will miss the window unfortunately Nuclear Reactors being built: China - [--] India - [--] Russia - [--] UK - [--] Iran - [--] United States - [--] https://t.co/x11R8B9Ggg Nuclear Reactors being built: China - [--] India - [--] Russia - [--] UK - [--] Iran - [--] United States - [--] https://t.co/x11R8B9Ggg"  
[X Link](https://x.com/masayoshisson/status/2019852781805260929)  2026-02-06T19:16Z [---] followers, [---] engagements


"$iren $crwv $nbis Jensen Huang on CNBC: "GPUs sold six years ago are increasing in price." GPU depreciation was the largest concern for $NBIS $IREN and $CRWV. But now they have: - Tailwinds from increased capex spend across hyperscalers - Increased demand across the board - GPU depreciation https://t.co/FlqzXx9HR1 Jensen Huang on CNBC: "GPUs sold six years ago are increasing in price." GPU depreciation was the largest concern for $NBIS $IREN and $CRWV. But now they have: - Tailwinds from increased capex spend across hyperscalers - Increased demand across the board - GPU depreciation"  
[X Link](https://x.com/masayoshisson/status/2019867056187846749)  2026-02-06T20:13Z [---] followers, [---] engagements


"24h into my anthropic max sub - tapped out thee times on token limit this is absolutely incredible"  
[X Link](https://x.com/masayoshisson/status/2021715844544242165)  2026-02-11T22:39Z [---] followers, [--] engagements


"generally have a lot of respect for ackman but boy - after the failed $uber call this will too age like milk I'm glad I bought heavily into Meta before Ackman did so nobody can accuse me of following him and outsourcing my thoughts to others. Meta is the correct answer Ackman team was smart enough to realize that. It's easily one of the best risk reward stocks in the market. Meta https://t.co/xTS79e0XIt I'm glad I bought heavily into Meta before Ackman did so nobody can accuse me of following him and outsourcing my thoughts to others. Meta is the correct answer Ackman team was smart enough to"  
[X Link](https://x.com/masayoshisson/status/2021748870535946368)  2026-02-12T00:51Z [---] followers, [---] engagements


"beta boys in shambles part [--] $hood can we remind ourselves that this business model is fully geared towards selling order flow to market makers skewing the odds of success against its (loyal) user base lol - no more comment Robinhood $HOOD and I both got a haircut today. https://t.co/clngQ7Ilhw Robinhood $HOOD and I both got a haircut today. https://t.co/clngQ7Ilhw"  
[X Link](https://x.com/masayoshisson/status/2021750891502502214)  2026-02-12T00:59Z [---] followers, [---] engagements


"@mathlonning totally agree but who will be buyers at scale for that the narrative needs to shift (ie AI progress slowing) and admittedly given current rate of progress I think that's a very bold take to expect reversal any time soon we shall see"  
[X Link](https://x.com/masayoshisson/status/2021755220779245986)  2026-02-12T01:16Z [---] followers, [--] engagements


"next one will be $be Hope you listened. $OKLO has cratered 66% from its ATH of $193.84 down to $66.18 today. I've steadily added to to my short position in the $130$150 zone and I am being rewarded. Still it looks overvalued for a pre-revenue nuclear play in this macro. I'll cover around the https://t.co/tA10j85Dn6 Hope you listened. $OKLO has cratered 66% from its ATH of $193.84 down to $66.18 today. I've steadily added to to my short position in the $130$150 zone and I am being rewarded. Still it looks overvalued for a pre-revenue nuclear play in this macro. I'll cover around the"  
[X Link](https://x.com/masayoshisson/status/2021756096722202947)  2026-02-12T01:19Z [---] followers, [---] engagements


"anthropic will be the next $nvda (that is if china doesn't find a way to penetrate the western world with free open source models) Anthropics revenue ramp: 2021: Founded 2022: $10 million 2023: $100 million 2024: $1 Billion 2025: $9 Billion 2026: $30 Billion (est) https://t.co/7yuz2FL1Au Anthropics revenue ramp: 2021: Founded 2022: $10 million 2023: $100 million 2024: $1 Billion 2025: $9 Billion 2026: $30 Billion (est) https://t.co/7yuz2FL1Au"  
[X Link](https://x.com/masayoshisson/status/2021756562818191626)  2026-02-12T01:21Z [---] followers, [---] engagements


""cut citadel out of the system" lol - what the company is a zero if it did that Investing in $HOOD isnt ethical. Someone had to say it. They dont care about their users. They dont care about educating them. They want to drain them for as much money as possible. The CEO rug-pulled retail for billions during $GME. Fire the CEO cut Citadel out of the Investing in $HOOD isnt ethical. Someone had to say it. They dont care about their users. They dont care about educating them. They want to drain them for as much money as possible. The CEO rug-pulled retail for billions during $GME. Fire the CEO"  
[X Link](https://x.com/masayoshisson/status/2021757335236931960)  2026-02-12T01:24Z [---] followers, [---] engagements


"only a qq of time until @rabois drops the company a second time scammers be scamming watch out out there lol Had some fun last night ran my property through $OPEN to see what it would spit back in terms of a value its only off by about 50% lol I mean talk about not even being remotely close to in the ballpark I was in pretty detailed making sure it had everything. Who actually Had some fun last night ran my property through $OPEN to see what it would spit back in terms of a value its only off by about 50% lol I mean talk about not even being remotely close to in the ballpark I was in pretty"  
[X Link](https://x.com/masayoshisson/status/2021841301998907397)  2026-02-12T06:58Z [---] followers, 13.1K engagements


"@rabois continuing to troll me lol can we open a kalshi/ polymarket for this @masayoshisson lol. company is an the right trajectory. @masayoshisson lol. company is an the right trajectory"  
[X Link](https://x.com/masayoshisson/status/2022007165163384978)  2026-02-12T17:57Z [---] followers, [--] engagements


"@CedarStResearch @longwalkcapital idk man - try claude excel with opus [---] its 90% there"  
[X Link](https://x.com/masayoshisson/status/2022015430836224114)  2026-02-12T18:30Z [---] followers, [--] engagements


"beta boys in shambles - part [--] It currently feels like the COVID crash or the Liberation Day crash yet indexes are at all-time highs. Ive never experienced anything like this in my ten years as an investor. https://t.co/Ke1fYrrIXG It currently feels like the COVID crash or the Liberation Day crash yet indexes are at all-time highs. Ive never experienced anything like this in my ten years as an investor. https://t.co/Ke1fYrrIXG"  
[X Link](https://x.com/masayoshisson/status/2022033934629134473)  2026-02-12T19:43Z [---] followers, [--] engagements


"lol @rabois continuing to troll me (and everyone) lets open a polymarket/ kalshi on this @masayoshisson lol. company is an the right trajectory. @masayoshisson lol. company is an the right trajectory"  
[X Link](https://x.com/masayoshisson/status/2022035935899291963)  2026-02-12T19:51Z [---] followers, [---] engagements


"$app I actually do think theres merit to doing more research - but not for any reason that has to do with the software related selloff"  
[X Link](https://x.com/masayoshisson/status/2022188730581492079)  2026-02-13T05:58Z [---] followers, [---] engagements


"@commonsenseplay and what happens when fed has to slow +6% gdp growth rates"  
[X Link](https://x.com/masayoshisson/status/2022189022681165902)  2026-02-13T06:00Z [---] followers, [--] engagements


"pretty much me right now thing is - could have been up a lot by just pulling the trigger on $asx $psix and $acmr valuable lessons in hindsight - but always stick to your process Investors with cash rn: https://t.co/XfBH3Pau1Y Investors with cash rn: https://t.co/XfBH3Pau1Y"  
[X Link](https://x.com/masayoshisson/status/2022190297913208991)  2026-02-13T06:05Z [---] followers, [---] engagements


"what happened to @deepvaluebagger btw lol he blocked me after calling out his nonsense on $crcl hope hes ok Absolutely legendary fade on $HIMS 🤣LMFAO I think $HIMS today is $AMZN in [----] This was epic 🤣🔪 https://t.co/qQjCXev6qN Absolutely legendary fade on $HIMS 🤣LMFAO I think $HIMS today is $AMZN in [----] This was epic 🤣🔪 https://t.co/qQjCXev6qN"  
[X Link](https://x.com/masayoshisson/status/2022190813636440237)  2026-02-13T06:07Z [---] followers, [---] engagements


"$baba wrote about this extensively back last year this is the name and shame list - no repercussions for etfs/ investors as I said: as long as nvidia sells chips to $baba I expect no further escalation still comfortable with massively smaller position bc of macro headwinds $BABA - U.S. EXPECTED TO ADD COMPANIES INCLUDING ALIBABA TO PENTAGON LIST OF FIRMS ALLEGEDLY AIDING CHINESE MILITARY AS SOON AS FRIDAY SOURCES SAY $BABA - U.S. EXPECTED TO ADD COMPANIES INCLUDING ALIBABA TO PENTAGON LIST OF FIRMS ALLEGEDLY AIDING CHINESE MILITARY AS SOON AS FRIDAY SOURCES SAY"  
[X Link](https://x.com/masayoshisson/status/2022363555295854780)  2026-02-13T17:33Z [---] followers, [---] engagements


"tick tock that memory unwind will be one for the books v tempted to short $mu and $sndk over next few weeks there is zero reason why you'd believe that a commodity should carry a premium price tag vs China CXMT and YMTC removed from the Pentagons restricted companies list opening the door for Chinese DRAM and NAND adoption in consumer products. 🔗 https://t.co/B4S41QAJII https://t.co/xBMvYtUAAP CXMT and YMTC removed from the Pentagons restricted companies list opening the door for Chinese DRAM and NAND adoption in consumer products. 🔗 https://t.co/B4S41QAJII https://t.co/xBMvYtUAAP"  
[X Link](https://x.com/masayoshisson/status/2022380856015511890)  2026-02-13T18:42Z [---] followers, [---] engagements


"shortlist of best ideas for next [--] months - still 75% cash - max long crypto - I dont think anyone sees agentic AI as the next narrative for crypto RWAs: $btc $eth $zro $cept - selective AI supply chain/ atom trade - room to run but probably need to cool down from current levels: $asx $psix $acrm - china tech: $baba will be the undisputed enterprise AI leader (no way around it) also would buy cxmt and ymtc on ipos - china consumer/ smb finance - due for massive mean reversion trade $lu $qfin $finv - security - again agentic AI: dont have great ideas (at good value) yet - $pawn - select AI"  
[X Link](https://x.com/masayoshisson/status/2022391537384988820)  2026-02-13T19:24Z [---] followers, [--] engagements


"*** scrambling to find graham's intelligent investor in the trash can *** $HIMS stock is down to IPO levels while revenue is up 14X since. https://t.co/YghcA4t8zc $HIMS stock is down to IPO levels while revenue is up 14X since. https://t.co/YghcA4t8zc"  
[X Link](https://x.com/masayoshisson/status/2022403358712344897)  2026-02-13T20:11Z [---] followers, [---] engagements


"citsec sell me those goddamn calls on $arx"  
[X Link](https://x.com/masayoshisson/status/2019874621324198333)  2026-02-06T20:43Z [---] followers, [---] engagements


"@mathlonning terminal growth rate for your reverse dcf"  
[X Link](https://x.com/masayoshisson/status/2021749226145792071)  2026-02-12T00:52Z [---] followers, [--] engagements


"I mean hes not wrong biggest threat to AI trade I see is dems turning against big tech and shit like this - and framing as helping average American kind of like the crypto crackdown inevitable Citadel's Ken Griffin has said that the Trump White House has "enriched its family members" per FT Citadel's Ken Griffin has said that the Trump White House has "enriched its family members" per FT"  
[X Link](https://x.com/masayoshisson/status/2022431605353304551)  2026-02-13T22:04Z [---] followers, [--] engagements


"@littlestarxyz yes pretty much true although I also know meta is working on something which is pretty advanced"  
[X Link](https://x.com/masayoshisson/status/2022903867222954413)  2026-02-15T05:20Z [---] followers, [--] engagements


"@TedPillows good maybe buy t bills if you cant stomach the vol lol"  
[X Link](https://x.com/anyuser/status/1984001661719978149)  2025-10-30T20:57Z [---] followers, [---] engagements


"@gdb wen rebranding to ClosedAI"  
[X Link](https://x.com/anyuser/status/1991215675734462975)  2025-11-19T18:43Z [---] followers, [---] engagements


"$LU Q125 and Q424 ops update throughout the board positive: improving credit quality stabilizing loan balance (and likely top line growth) +13% for the day yet trading 0.4x sales (with leader in China at 1.5x) option position in net profit will size up from here"  
[X Link](https://x.com/masayoshisson/status/1915511066479546707)  2025-04-24T21:00Z [---] followers, [---] engagements


"$lu the epiphany of a contrarian trade"  
[X Link](https://x.com/masayoshisson/status/1958928039825285597)  2025-08-22T16:23Z [---] followers, [---] engagements


"$meituan $mpngy $baba $jd $hsi $kweb with all the dooms day posting re. price war escalation I've seen here this morning let me share some more context (and why $meituan's q225 results are bullish for $baba imo) not really surprised about $meituan's weak q225 performance but did expect much stronger revenue growth (20% yoy vs. 12% actual to be compared with 21% $jd) although meituan's business model is entirely geared towards food/ quick delivery (70%) and mgmt invested heavily this quarter (89% yoy net profit drop) 12% topline growth is very weak () $meituan's business model is being eaten"  
[X Link](https://x.com/masayoshisson/status/1960787486877032870)  2025-08-27T19:32Z [---] followers, [----] engagements


"$lu might turn into my favorite deep value play only for the peak contrarians among you"  
[X Link](https://x.com/masayoshisson/status/1968364918689992954)  2025-09-17T17:22Z [---] followers, [---] engagements


"$lu peak contrarian value play in chinese smb/ consumer finance market - market leader for smb (and increasingly) consumer finance loans with heavy focus on offline loan sourcing - macro tailwinds as ccp demands banks to stimulate economy through loans (to be counterbalanced by ongoing economic stress and still very cautious industrial stance wrt to investment) - operations show signs of growth reversal as cap on related party transactions with ping an (66% shareholder) was expanded in june [----] - deeply integrated with 85+ mainland credit providers - transformation to fully take loan risk on"  
[X Link](https://x.com/masayoshisson/status/1969044109613469809)  2025-09-19T14:21Z [---] followers, [----] engagements


"$lu the stock is moving highly unusual options activity further supporting leg up (thanks @luckyca66355138) - I think it may be the hk trading resumption high risk high reward - tread carefully"  
[X Link](https://x.com/masayoshisson/status/1970127837320434131)  2025-09-22T14:07Z [---] followers, [---] engagements


"@luckyca66355138 $lu my chinese deep value play up steadily over past [--] weeks name with history of heavy insider trading I anticipate either a hk trading resumption and/ or another special dividend"  
[X Link](https://x.com/masayoshisson/status/1971631954354491676)  2025-09-26T17:44Z [---] followers, [---] engagements


"@AchillesDes @jdmsparky thats exactly why I like $lu (I know its contrarian) theres no real competitive differentiation among the others as they all compete for the same customer with the same offering if you believe credit sales will not be fully automated for 2-3 years exceptional rr"  
[X Link](https://x.com/masayoshisson/status/1972295752677572875)  2025-09-28T13:42Z [---] followers, [---] engagements


"@luckyca66355138 $lu liftoff"  
[X Link](https://x.com/masayoshisson/status/1972662141917204491)  2025-09-29T13:57Z [---] followers, [---] engagements


"@luckyca66355138 $lu wrote about this in february - deep value thesis for the win still -91% off aths and momentum really coming in now (+35% in one month now) continuing exceptional risk-reward"  
[X Link](https://x.com/masayoshisson/status/1972720926715191310)  2025-09-29T17:51Z [---] followers, [---] engagements


"$aero taking flight Coinbase DEX integration is now available to 100% of eligible US users. And soon.everywhere else. The world is coming onchain to @base. And we're here for it. ✈ https://t.co/CNcwZKZuaB Coinbase DEX integration is now available to 100% of eligible US users. And soon.everywhere else. The world is coming onchain to @base. And we're here for it. ✈ https://t.co/CNcwZKZuaB"  
[X Link](https://x.com/masayoshisson/status/1972780971142639685)  2025-09-29T21:50Z [---] followers, [---] engagements


"$AEXA few understand this but retail participation is an integral part of this play a few honest reflections on $AEXA the latest and greatest coup from scamath (@chamath) - he really never disappoints //1 RETAIL HYPE THROUGH ILLUSION OF SCARCITY AND QUALITY BY MARKETING AN 'INSTITUIONAL ACCESS ONLY' DEAL "I want to temper retail investors involvement with my a few honest reflections on $AEXA the latest and greatest coup from scamath (@chamath) - he really never disappoints //1 RETAIL HYPE THROUGH ILLUSION OF SCARCITY AND QUALITY BY MARKETING AN 'INSTITUIONAL ACCESS ONLY' DEAL "I want to"  
[X Link](https://x.com/masayoshisson/status/1973087749423988872)  2025-09-30T18:09Z [---] followers, [---] engagements


"@luckyca66355138 $lu [--] week highs just broke wrote about this back in february built exposure $2.35-$2.50 fair value with super conservative assumptions and loan balance well below what I expect to see once mgmt reports $6.40 (does not factor in profitability in FY25)"  
[X Link](https://x.com/masayoshisson/status/1973426720717021303)  2025-10-01T16:36Z [---] followers, [---] engagements


"$lu I'll leave this chart here so you can draw your own conclusions heavy capitulation in trend reversal +43% in last month -92% off aths"  
[X Link](https://x.com/masayoshisson/status/1973429456200175718)  2025-10-01T16:47Z [---] followers, [---] engagements


"@muddywatersre @chamath for everyone who wants to learn more about what this genius is conjuring with $aexa https://x.com/masayoshisson/status/1972840216680415320s=46 a few honest reflections on $AEXA the latest and greatest coup from scamath (@chamath) - he really never disappoints //1 RETAIL HYPE THROUGH ILLUSION OF SCARCITY AND QUALITY BY MARKETING AN 'INSTITUIONAL ACCESS ONLY' DEAL "I want to temper retail investors involvement with my https://x.com/masayoshisson/status/1972840216680415320s=46 a few honest reflections on $AEXA the latest and greatest coup from scamath (@chamath) - he"  
[X Link](https://x.com/masayoshisson/status/1975052343357116447)  2025-10-06T04:15Z [---] followers, [---] engagements


"can someone explain to me why $sats is not trading at least 40% higher conservative napkin math: - $5bn net cash (post debt pay down) - $27bn (2.7% stake spacex post dilution @$1tn ipo) - $5bn (5x FCF) = $37bn++ vs $27bn mc today"  
[X Link](https://x.com/masayoshisson/status/1998551424146546869)  2025-12-10T00:32Z [---] followers, [---] engagements


"$lu is the og play (but currently suspended bc of auditor change) - expect profit reversal once the reporting resumes probably deepest value play out there and still trading in us $qfin has higher margins bc theyre less aggressive building provisions for losses (account for much of the margin delta to $finv) - that actually makes $finv more attractive and relative rr imo + 50% insider shares + growing loan book (while the others struggle with growth in recent qqs) dont think $lx has any moat given full reliance on ecommerce (thats why I actually like $lu most - they have deep integration with"  
[X Link](https://x.com/masayoshisson/status/1972189329754661071)  2025-09-28T06:39Z [---] followers, [---] engagements


"agree with you on $finv - and think topline growth should be higher than 10% given international is really picking up steam all of these names heavily cyclical tho so chinese continued macro struggle may put all of these under heavy pressure no clear signs of reversal yet will upsize once catalysts become clearer https://twitter.com/i/web/status/1972361444982145500 https://twitter.com/i/web/status/1972361444982145500"  
[X Link](https://x.com/masayoshisson/status/1972361444982145500)  2025-09-28T18:03Z [---] followers, [---] engagements


"@luckyca66355138 thx for sharing my view is these trade-in programs don't move the needle what does move the needle is the guidance for banks to push consumer loans - and nobody is pricing that in in fact every day we see the sector getting sold off more ($qfin $finv $lx) exceptional rr"  
[X Link](https://x.com/masayoshisson/status/1972670738373980429)  2025-09-29T14:32Z [---] followers, [---] engagements


"crypto decoupling from stock markets Weekly returns so far SP500: -0.3% Nasdaq: +0.1% vs BTC: +8.2% ETH: +16.7% and market is still not risk on looking at you record money market funds sitting on the sidelines 👀"  
[X Link](https://x.com/masayoshisson/status/1943682047458910703)  2025-07-11T14:41Z [---] followers, [--] engagements


"$skhynix [----] potential adr vs. kospi arbitrage trade setup gdr vs. kospi listing [--] ppt lower ytd performance given fx and lower vol not fantastic but only proxy for us based investors"  
[X Link](https://x.com/masayoshisson/status/2002252418373796314)  2025-12-20T05:39Z [---] followers, [---] engagements


"@zoomyzoomm it doesnt make any sense. you think the administration is risking the mid terms theyre forcing the FEDs hand rate cuts this year nobody will speak of a trade war anymore in 3-6 months from now"  
[X Link](https://x.com/anyuser/status/1910530236573163798)  2025-04-11T03:07Z [---] followers, [---] engagements


"@Geiger_Capital I dont think well get a significant august/ summer correction (typical in years where weve been mostly up through now) remember we already had a major one this year 😉"  
[X Link](https://x.com/anyuser/status/1948402209420403098)  2025-07-24T15:17Z [---] followers, [----] engagements


"we're so so early the $aero flywheel: tighter spreads - increasing volume - more attention - more liquidity - tighter spreads that's all you need to know to see this reach 70-80% (with rest accounted for by niche tokens) $aero is the ticker Great first day of the DEX DeFi Mullet https://t.co/GwY1wf3slz Great first day of the DEX DeFi Mullet https://t.co/GwY1wf3slz"  
[X Link](https://x.com/anyuser/status/1954176313956151757)  2025-08-09T13:41Z [---] followers, [---] engagements


"@im_roy_lee a16z: momentum is a moat"  
[X Link](https://x.com/anyuser/status/1954336567725531154)  2025-08-10T00:18Z [---] followers, [---] engagements


"@MMCrypto nice shadow portfolio lol been following for a while 1) where are all the stopped out trades 2) what funding rates allow you to keep those open esp the btc trade totally get you need to stick to the script but dont believe everything you see on here people"  
[X Link](https://x.com/anyuser/status/1955316947454722469)  2025-08-12T17:14Z [---] followers, [---] engagements


"Im not in the business of making predictions but looking at market cap of todays exchanges ie $coin at $82bn $hood at $100bn @binance at $117bn and $uni aths at $22bn 10-15bn mc so $11-17 seems v reasonable the key to that valuation is the understanding of the flywheel (token reward for LPs - liquidity - tighter spreads - volume - token rewards) its max utility and the project has reached escape velocity imo"  
[X Link](https://x.com/anyuser/status/1955380635159130550)  2025-08-12T21:27Z [---] followers, [---] engagements


"@Aquilae_80085 didnt think Id find someone more bullish than me on $aero but here we are 😉 well done sir"  
[X Link](https://x.com/anyuser/status/1955383114408091956)  2025-08-12T21:37Z [---] followers, [---] engagements


"@MMCrypto those demo account gains hit different right"  
[X Link](https://x.com/anyuser/status/1955590416465821946)  2025-08-13T11:21Z [---] followers, [---] engagements


"@MMCrypto nice demo account that helps promote @Bybit_Official literally all the stopped out trades you made didnt nuke your portfolio come on man stop trolling people lol"  
[X Link](https://x.com/anyuser/status/1955678142364021021)  2025-08-13T17:09Z [---] followers, [---] engagements


"$aero is the ticker Aerodrome Volume Soars Past [--] Billion ✈ In the last [--] hours Aerodrome volume reached $1.17Bcapturing 55% more volume than the next best DEX on @base. Accelerate. https://t.co/WzUMikHES0 Aerodrome Volume Soars Past [--] Billion ✈ In the last [--] hours Aerodrome volume reached $1.17Bcapturing 55% more volume than the next best DEX on @base. Accelerate. https://t.co/WzUMikHES0"  
[X Link](https://x.com/anyuser/status/1956125468681494982)  2025-08-14T22:47Z [---] followers, [---] engagements


"$aero the price action is incredibly strong - clearly the market has picked up on a few utility plays by now this has a chance to go to ATHs by end of August before the real breakout starts"  
[X Link](https://x.com/anyuser/status/1956250705259270631)  2025-08-15T07:04Z [---] followers, [----] engagements


"@Mr_Derivatives how about you take your posts with no insights whatsoever to wsb and leave this platform I mean what is this sensationalist shit posting"  
[X Link](https://x.com/anyuser/status/1958935210076045342)  2025-08-22T16:52Z [---] followers, [----] engagements


"$aero - leading dex on base - 5% coinbase user integration scaling to 100% over next weeks - coinbase aggressive strategy to bring everything (incl rwa) onchain (which will require liquidity) - superior token design (eg vs $uni) with no unlocks and full redistribution to token holders - trading 40% below comps (5.9x fees vs 10.4x median multiple) and 40% below ATHs - project has not seen bull run yet"  
[X Link](https://x.com/anyuser/status/1959314364839727495)  2025-08-23T17:58Z [---] followers, [---] engagements


"@calvinfroedge what if it isn't a bubble"  
[X Link](https://x.com/anyuser/status/1960895974408147038)  2025-08-28T02:43Z [---] followers, [----] engagements


"$baba running a concentrated portfolio (of [--] high conviction positions) is nerve wrecking but let me say something: 50% of net worth in $baba may have been too little"  
[X Link](https://x.com/anyuser/status/1961430902258467192)  2025-08-29T14:09Z [---] followers, [----] engagements


"$baba key level to watch is the 3-year high of $148.50 I'll leave this here so you can draw your own conclusions"  
[X Link](https://x.com/anyuser/status/1962999537859232002)  2025-09-02T22:02Z [---] followers, [----] engagements


"$baba you dont understand how bullish you should be on $baba the market is serving you a nationally insulated AI growth story on a silver platter Ill leave this here so you can draw your own conclusions Ant Digital Arm Puts $8 Billion Energy Assets on Its Blockchain Ant Groups enterprise arm Ant Digital Technologies is linking more than [--] billion yuan ($8.4 billion) of energy infrastructure and other power assets to its blockchain AntChain by tracking data from about [--] https://t.co/vqY249IkTT Ant Digital Arm Puts $8 Billion Energy Assets on Its Blockchain Ant Groups enterprise arm Ant"  
[X Link](https://x.com/anyuser/status/1965225582104596620)  2025-09-09T01:27Z [---] followers, [---] engagements


"@APompliano the rationale is flawed its a way more asymmetric bet than spotify (and I assume he retains his spotify equity so in any case hell do just fine) so any rational person in his position would take the bet wouldnt you"  
[X Link](https://x.com/anyuser/status/1966228856244940875)  2025-09-11T19:54Z [---] followers, [----] engagements


"@blondesnmoney $lu still deep deep value play jumped 35% in one month and has highly unusual options flow for this month given heavy insider trading before would imagine either hk trading resumption or another 50% mc dividend (as last year) both favorable - let's see what happens"  
[X Link](https://x.com/anyuser/status/1973858000097194332)  2025-10-02T21:09Z [---] followers, [----] engagements


"$aero with zero doubt the most underrated top100 crypto The headline re-written with the 2nd order effects: Samsung Adds @base Onchain Crypto Trading Access via @AerodromeFi for 75M Galaxy Device Users https://t.co/bnhy1KE0m7 The headline re-written with the 2nd order effects: Samsung Adds @base Onchain Crypto Trading Access via @AerodromeFi for 75M Galaxy Device Users https://t.co/bnhy1KE0m7"  
[X Link](https://x.com/anyuser/status/1974256007220953089)  2025-10-03T23:31Z [---] followers, [----] engagements


"@USTradeRep I mean who even believes this clown anymore US went aggressive by limiting chips post Geneva and expanding the entity lists (idiots like him even celebrated such moves) when will this dillusion and unnecessary stress stop"  
[X Link](https://x.com/anyuser/status/1978486936483283342)  2025-10-15T15:43Z [---] followers, [----] engagements


"@x_facts_matter @USTradeRep correct take theres still a way out of this but trumps advisory team needs to be revamped idiots like @jamiesongreer are value destructive in both the short and the long term"  
[X Link](https://x.com/anyuser/status/1978502677676884151)  2025-10-15T16:46Z [---] followers, [----] engagements


"@cz_binance how about you list $aero"  
[X Link](https://x.com/anyuser/status/1980300919301652724)  2025-10-20T15:51Z [---] followers, [----] engagements


"@cz_binance @cz_binance when will @binance list $aero"  
[X Link](https://x.com/anyuser/status/1981043037414306247)  2025-10-22T17:00Z [---] followers, [---] engagements


"@RHouseResearch @shaunmmaguire @MartinShkreli this is whats wrong with capitalism"  
[X Link](https://x.com/anyuser/status/1983716222492668168)  2025-10-30T02:02Z [---] followers, [----] engagements


"@CryptoVikings07 because speculative funds flowed into the stock market why is there a quantum bubble for instance because retail chasing the quick buck - that used to be crypto now its the stock market ppl starting to get burned and all will be well"  
[X Link](https://x.com/anyuser/status/1984001165768700325)  2025-10-30T20:55Z [---] followers, [----] engagements


"@nelkboys bringing controversial people on is great but you have to appreciate that theyre ethical boundaries if you dont understand this is an overdue reality check - and now you do the collateral damage for your only asset - your community - has been done generational fumble"  
[X Link](https://x.com/anyuser/status/1947378020895101048)  2025-07-21T19:27Z [---] followers, [----] engagements


"$aero this reversal trade vs $eth is beautiful (and contrarian) once $eth enters price discovery above previous ATHs utility will have its turn"  
[X Link](https://x.com/anyuser/status/1952542949071622182)  2025-08-05T01:31Z [---] followers, [----] engagements


"its one of the misunderstood crypto token designs moderate inflation is a feature not a bug just with aero inflation fuels the flywheel (as LPs earn the emitted tokens) which directly incentivizes more liquidity which in turn makes trading more attractive due to tighter spreads further you have to understand that the real inflation rate is much lower than the headline inflation rate of 17% p.a. currently bc of perpetual token locks and buybacks one step further if $aero actually continues on this thread youll understand that 5% real inflation is sustainable in the long-term as long as the"  
[X Link](https://x.com/anyuser/status/1955314231244468297)  2025-08-12T17:03Z [---] followers, [----] engagements


"uhm @binance what exactly is your excuse for not having listed $aero yet"  
[X Link](https://x.com/anyuser/status/1959024921377411312)  2025-08-22T22:48Z [---] followers, [----] engagements


"@1CrypticPoet @base @AIWayfinder @Kevin0nBase @ethy_agent @ponchoBASE Ive said it before and Ill say it again: $aero"  
[X Link](https://x.com/anyuser/status/1959738013963214971)  2025-08-24T22:02Z [---] followers, [---] engagements


"buckle up its still day [--] Coinbase DEX Integration went live on 8/8 Aerodrome volume [--] weeks before: 8.7B Aerodrome volume [--] weeks after: 11.3B A 30% increase in a matter of weekswith DEX trading only available to 5% of @coinbase users Buckle up. https://t.co/FXfsENNjIU Coinbase DEX Integration went live on 8/8 Aerodrome volume [--] weeks before: 8.7B Aerodrome volume [--] weeks after: 11.3B A 30% increase in a matter of weekswith DEX trading only available to 5% of @coinbase users Buckle up. https://t.co/FXfsENNjIU"  
[X Link](https://x.com/anyuser/status/1960486680441577557)  2025-08-26T23:37Z [---] followers, [----] engagements


"$baba all of the hedge fund managers who max sold $baba and china rn @michaeljburry I salute you"  
[X Link](https://x.com/anyuser/status/1961427740474605633)  2025-08-29T13:56Z [---] followers, [----] engagements


"the tragic event of today shows us once more: media bias is killing trust we must find a new way to consume news I envision a future with a global news source solving for objectivity in real-time and I believe @X must be part of it want to help make this reality @elonmusk"  
[X Link](https://x.com/anyuser/status/1965945742377496965)  2025-09-11T01:09Z [---] followers, [----] engagements


"$baba you think its a coincidence that ma is back and that $baba has started its own ai chip production still peak contrarian as like I said we have a chinese $nvda in the making and one of the most outstanding entrepreneurs in the 21st century is back at the helm"  
[X Link](https://x.com/anyuser/status/1968255044790477257)  2025-09-17T10:05Z [---] followers, [---] engagements


"@Hurtaco1096 @stocktalkweekly well we are"  
[X Link](https://x.com/anyuser/status/1977211429666308385)  2025-10-12T03:15Z [---] followers, [---] engagements


"@cz_binance how about you list $aero"  
[X Link](https://x.com/anyuser/status/1980253244849828299)  2025-10-20T12:42Z [---] followers, [---] engagements


"@Ross__Hendricks youre also retarded cant even read financial statements lol"  
[X Link](https://x.com/anyuser/status/1984035847856123946)  2025-10-30T23:13Z [---] followers, [----] engagements


"@commonsenseplay @StockSavvyShay I think our boi might be getting sued"  
[X Link](https://x.com/anyuser/status/1988806091741032679)  2025-11-13T03:08Z [---] followers, [----] engagements


"$baba to open source or to not open source $baba now also going after consumer not only enterprise $385bn market cap vs. OAI at $500bn (and yes $baba generates FCF whereas OAI - checks notes - is likely gross margin negative) china domestic market 1.4bn people make it make sense Alibaba $BABA is planning a full revamp of its main mobile AI app Bloomberg reports. The company will update its existing Tongyi apps and rebrand them as Qwen then start adding agent style tools that can help users shop across Taobao and other services. The longer term goal https://t.co/LepMxAg3zC Alibaba $BABA is"  
[X Link](https://x.com/anyuser/status/1988991715080872412)  2025-11-13T15:25Z [---] followers, [----] engagements

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