#  @masayoshisson Masa’s Son Masa’s Son posts on X about $aero, $baba, aero, china the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::2981260875/interactions)  - [--] Week [------] +611% - [--] Month [------] -68% - [--] Months [---------] +510% - [--] Year [---------] +37,774,991% ### Mentions: [--] [#](/creator/twitter::2981260875/posts_active)  - [--] Month [--] -53% - [--] Months [---] +163% - [--] Year [---] +55,300% ### Followers: [-------] [#](/creator/twitter::2981260875/followers)  - [--] Week [---] +0.18% - [--] Month [---] +0.93% - [--] Months [---] +136% - [--] Year [---] +3,793% ### CreatorRank: [---------] [#](/creator/twitter::2981260875/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [finance](/list/finance) [exchanges](/list/exchanges) [countries](/list/countries) [celebrities](/list/celebrities) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) **Social topic influence** [$aero](/topic/$aero), [$baba](/topic/$baba) #124, [aero](/topic/aero), [china](/topic/china), [baba](/topic/baba), [coinbase](/topic/coinbase), [base](/topic/base), [ai](/topic/ai), [$lu](/topic/$lu), [binance](/topic/binance) **Top accounts mentioned or mentioned by** [@base](/creator/undefined) [@coinbase](/creator/undefined) [@czbinance](/creator/undefined) [@binance](/creator/undefined) [@aerodromefi](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@chamath](/creator/undefined) [@ustraderep](/creator/undefined) [@elonmusk](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@ericjackson](/creator/undefined) [@rabois](/creator/undefined) [@4wnshtf](/creator/undefined) [@mathlonning](/creator/undefined) [@jessepollak](/creator/undefined) [@wagmialexander](/creator/undefined) [@baseapp](/creator/undefined) [@luckyca66355138](/creator/undefined) [@hydrexfi](/creator/undefined) [@nataninvesting](/creator/undefined) **Top assets mentioned** [Aerodrome (AERO)](/topic/$aero) [Alibaba Group (BABA)](/topic/$baba) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Lufax Holding Ltd (LU)](/topic/$lu) [Ethereum (ETH)](/topic/$eth) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Uniswap (UNI)](/topic/$uni) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [NVIDIA Corp. (NVDA)](/topic/$nvda) [IonQ, Inc. (IONQ)](/topic/$ionq) [Hydrex (HYDX)](/topic/$hydx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oklo Inc. (OKLO)](/topic/$oklo) [Bitcoin (BTC)](/topic/$btc) [Advanced Micro Devices (AMD)](/topic/$amd) [Iris Energy Limited (IREN)](/topic/$iren) [Syndicate (SYND)](/topic/$synd) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Akash Network (AKT)](/topic/$akt) [Duolingo, Inc. (DUOL)](/topic/$duol) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [SPX6900 (SPX)](/topic/$spx) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [USDC (USDC)](/topic/usdc) ### Top Social Posts Top posts by engagements in the last [--] hours "$QIFU - 1/3 earnings beat within Chinese consumer/ SMB finance sector Up 11% on Q424 earnings. Loan balance growth turning positive. Momentum confirmed for Jan [--]. $FINV next then $LX following later this week $LU outstanding too gaining conviction that chinese consumer + SMB finance offers one of the most asymmetric risk-reward profiles in the short to medium term gaining conviction that chinese consumer + SMB finance offers one of the most asymmetric risk-reward profiles in the short to medium term" [X Link](https://x.com/masayoshisson/status/1901776624489738348) 2025-03-17T23:24Z [---] followers, [---] engagements "Anyone here following consumer/ SMB finance $LU $LX $QIFU $FINV" [X Link](https://x.com/masayoshisson/status/1902351307874152584) 2025-03-19T13:27Z [---] followers, [----] engagements "To restore faith in government can we stop government officials from insider trading @elonmusk @SpeakerPelosi's exploitation of privileged info (recently with @TempusAI) has built her a $200m+ fortune. This must end" [X Link](https://x.com/lennsen_k/status/1883037479365964140) 2025-01-25T06:21Z [--] followers, [--] engagements "@GabGrowth $LU and $LX" [X Link](https://x.com/lennsen_k/status/1897689687122493534) 2025-03-06T16:44Z [--] followers, [--] engagements "$FINV - 2/3 earnings beat this week complete +9% on Q424 earnings. +3% operating margin improvement on strongest quarterly sales +6% QoQ. Expansion of share repurchase program to $150m for next two years and 2/3x of dividend payout to 20-30% of NI Still trading 1x fwd sales $QIFU - 1/3 earnings beat within Chinese consumer/ SMB finance sector Up 11% on Q424 earnings. Loan balance growth turning positive. Momentum confirmed for Jan [--]. $FINV next then $LX following later this week $LU outstanding too $QIFU - 1/3 earnings beat within Chinese consumer/ SMB finance sector Up 11% on Q424 earnings." [X Link](https://x.com/lennsen_k/status/1901801228100845857) 2025-03-18T01:02Z [--] followers, [---] engagements "$FINV - 2/3 earnings beat this week complete +9% on Q424 earnings. +3% operating margin improvement on strongest quarterly sales +6% QoQ. Expansion of share repurchase program to $150m for next two years and 2/3x of dividend payout to 20-30% of NI Still trading 1x fwd sales" [X Link](https://x.com/lennsen_k/status/1902198020747174294) 2025-03-19T03:18Z [--] followers, [--] engagements "Market gapped up to +20%. Youre early. Still trading 1x sales and 7x earnings Truly exciting. Lets see what $LX will do after its 5x in past [--] months" [X Link](https://x.com/lennsen_k/status/1902198307654344994) 2025-03-19T03:19Z [--] followers, [--] engagements "$LX 3/3 Chinese consumer/ SMB finance this week at -10% pullback on earnings release In my view: market expected more aggressive top line guidance (fair in light of the [--] bagger LTM). Fundamentals point to growth reversal in FY25 with loan balance almost flat QoQ" [X Link](https://x.com/lennsen_k/status/1902198653407658142) 2025-03-19T03:21Z [--] followers, [--] engagements "this is the catalyst for a massive expansion of SMB credit in the near term banks will have to streamline the lending process as theyre encouraged by the Chinese gvmt to aggressively expand lending massive opportunity for credit intermediary $LX http://t.m.china.org.cn/convert/c_OVvUCPDD.html http://t.m.china.org.cn/convert/c_OVvUCPDD.html" [X Link](https://x.com/lennsen_k/status/1902479962642190744) 2025-03-19T21:59Z [--] followers, [--] engagements "@SixSigmaCapital Yes. The sector will heavily rerate this year on back of growth reversal that no one has priced in yet. Best RR out there if you ask me. Research so far points to $LU (deep deep value). Will keep you posted" [X Link](https://x.com/lennsen_k/status/1902721640519053482) 2025-03-20T13:59Z [--] followers, [--] engagements "after years of overregulation and a capitulating economy the Chinese gvmt embraces risk and encourages lending to the private sector the chances of a trend reversal and the opportunity for SMB credit intermediaries (like $LU) cannot be understated http://t.m.china.org.cn/convert/c_OVvUCPDD.html http://t.m.china.org.cn/convert/c_OVvUCPDD.html" [X Link](https://x.com/lennsen_k/status/1902734926346084475) 2025-03-20T14:52Z [--] followers, [--] engagements "@zoomyzoomm Garmin 😂" [X Link](https://x.com/lennsen_k/status/1904306234934673748) 2025-03-24T22:56Z [--] followers, [--] engagements "@zoomyzoomm strongly agree to disagree Fed will have to cut given govt debt refinancing deteriorating corporate credit eventually slowing consumer confidence and an administration exerting pressure + CPI so far cool but what do I know - window is certainly tight" [X Link](https://x.com/lennsen_k/status/1910532280147124554) 2025-04-11T03:16Z [--] followers, [--] engagements "@sama from first principles it doesnt make sense diversification and fear of taking risk (and getting fired) allocators at the largest LPs (sovereigns pensions etc.) unfort get paid to be consensus and not contrarian nobody gets fired to write a cheque into a mediocre VC firm" [X Link](https://x.com/lennsen_k/status/1919548031684235684) 2025-05-06T00:21Z [--] followers, [--] engagements "$CRWV now marked 4x vs IPO and rapidly approaching $100bn market cap pure momentum with tons of inbound sell pressure the stock is uninvestable let me know if interested in a complete thesis write-up" [X Link](https://x.com/lennsen_k/status/1930409896777850940) 2025-06-04T23:42Z [--] followers, [--] engagements "market is looking increasingly risk on tech IPOs popping M&A slowly accelerating too over last [--] months we had $CHYM - TBD $CRCL - indicated at 2x IPO price $ETOR - 2x vs IPO $CRWV - 4x vs IPO Wiz Google" [X Link](https://x.com/lennsen_k/status/1930664599159759134) 2025-06-05T16:34Z [--] followers, [---] engagements "more competition means stablecoin issuers will be forced to pay out their profits to customers to retain or drive adoption its a literal race to the bottom eroding profit margins to 0" [X Link](https://x.com/lennsen_k/status/1932940464791171310) 2025-06-11T23:18Z [--] followers, [--] engagements "this ignores the broader point of interest rate risk youd need to be comfortable with yet the stock is trading at 100x fwd earnings be careful out there" [X Link](https://x.com/lennsen_k/status/1932940716709380218) 2025-06-11T23:19Z [--] followers, [--] engagements "IPO update lots of momentum albeit lack of seller pressure and in spite of questionable business quality still need to look deeper into $VOYG $CHYM - TBD $VOYG - 1.9x vs $31 IPO $CRCL - 3.7x vs $32 IPO $ETOR - 1.2x vs $51 IPO $CRWV - 3.9x vs $39 IPO" [X Link](https://x.com/lennsen_k/status/1932992448394854800) 2025-06-12T02:44Z [--] followers, [---] engagements "@DeepValueBagger dude the business earns a net spread that will get competed to [--] as comps ramp interest payouts to customers this is not winner takes all. in fact theres [--] customer lock-in its all hype right now no fundamentals why are you promoting this" [X Link](https://x.com/lennsen_k/status/1935755983638147472) 2025-06-19T17:46Z [--] followers, [--] engagements "89Y2dTn9UW9Ce6z7LXL3BVMALETY5fQx5LMLDVj2zwDJ was exposed as James wallet from @DataC58218 in the post below https://x.com/datac58218/status/1927466358859604266s=46 Big thread 🧵🧵 on #SOLANA $MOONPIG & $TITCOIN tokens following my yesterdays post. Before reading further please follow @DataC58218 for more on chain updates 🙂🙂 [--] I have quoted post because we have reference to James Wynn's public wallet timing & some accusations of https://t.co/ZYmGBtf8ud https://x.com/datac58218/status/1927466358859604266s=46 Big thread 🧵🧵 on #SOLANA $MOONPIG & $TITCOIN tokens following my yesterdays post." [X Link](https://x.com/lennsen_k/status/1935877254619213871) 2025-06-20T01:47Z [--] followers, [--] engagements "@DataC58218 Sent 3.7m tokens to 8tf2Nb6AcSAxwTgZMEZ7RKKpNBiY2HGtoCtQ4kHQ1wrK this wallet has been dormant since moonpig founding but has started to sell off tokens today 1.4m and 1.3m oddly enough these sales are aligned with the exact time stamps @JamesWynnReal hyped up the TG community" [X Link](https://x.com/lennsen_k/status/1935877832439189506) 2025-06-20T01:50Z [--] followers, [---] engagements "@RuglordAI @moonpigmeme @JamesWynnReal in fact he started rugging form one of his wallets yesterday 3M tokens community hasnt realized theyre his exit liquidity 8tf2Nb6AcSAxwTgZMEZ7RKKpNBiY2HGtoCtQ4kHQ1wrK" [X Link](https://x.com/lennsen_k/status/1936009880504021110) 2025-06-20T10:34Z [--] followers, [--] engagements "@RuglordAI @moonpigmeme @JamesWynnReal 2/3 3.7M $moonpig tokens were acquired at $1m market cap on May [--] (and then transferred to the 8t wallet) 89Y2dTn9UW9Ce6z7LXL3BVMALETY5fQx5LMLDVj2zwDJ" [X Link](https://x.com/lennsen_k/status/1936018301265543631) 2025-06-20T11:08Z [--] followers, [--] engagements "@RuglordAI @moonpigmeme @JamesWynnReal 3/3 the consolidated wallet then started dumping with timelines exactly aligned with his pumps in the TG group yesterday twice for a total of 3M the slow rug is upon the community and they havent realized 8tf2Nb6AcSAxwTgZMEZ7RKKpNBiY2HGtoCtQ4kHQ1wrK" [X Link](https://x.com/lennsen_k/status/1936018772575367349) 2025-06-20T11:10Z [--] followers, [--] engagements "its not if but when $baba will launch a CNY denominated stable coin" [X Link](https://x.com/lennsen_k/status/1941204996818862276) 2025-07-04T18:38Z [--] followers, [--] engagements "one fact many overlook which meta equivalent exists in europe as the AI talent war intensifies the demand continues to be driven by the US (and China as we saw with deepseek) europe is nowhere close and feels increasingly left behind" [X Link](https://x.com/lennsen_k/status/1941555384122245142) 2025-07-05T17:50Z [--] followers, [--] engagements "$aero still trading at 3.3x fees or 47% discount vs. every other DEX (with arguably less efficient protocol designs) one of the most undervalued DeFi projects in crypto is $aero" [X Link](https://x.com/masayoshimoritz/status/1943373747546665331) 2025-07-10T18:16Z [---] followers, [---] engagements "for comparison $uni trades at 5.1x LTM fees and 9.8x on a FDV basis implying 50% upside from multiple arbitrage alone that doesn't account for accelerating base chain growth is this a winning setup with catalytic potential in a DeFi renaissance run I certainly think so" [X Link](https://x.com/lennsen_k/status/1943380932662300996) 2025-07-10T18:44Z [--] followers, [--] engagements "major upside catalysts include - $coin DEX integration (July 16) and access to 10m MAU - even if only 1% convert to $aero users that's 2x current user base - $coin cb assets allowing for max efficient on-chain activity (e.g. lending yield farming) - lack of native base coin" [X Link](https://x.com/lennsen_k/status/1943381006402154648) 2025-07-10T18:45Z [--] followers, [---] engagements "this is incredible how can you not be an @elonmusk fan developing capabilities that outpace any other AI lab in depth & breadth (at this moment) including: robotics (w/ optimus integration) coding (prop model) video (prop model) It's time Be one of the first to see Grok [--] in action LIVE on X now with @elonmusk and @xAI https://t.co/3lYiJpTOlz It's time Be one of the first to see Grok [--] in action LIVE on X now with @elonmusk and @xAI https://t.co/3lYiJpTOlz" [X Link](https://x.com/lennsen_k/status/1943401633578164478) 2025-07-10T20:07Z [--] followers, [--] engagements "insane starting to understand the potential MOATs @elonmusk is building watching the @grok [--] release: - real time data insights: @X - interface with physical world: @Tesla_Optimus and ultimately @neuralink - instant media creation: maybe @X $nflx disrupter 👀" [X Link](https://x.com/lennsen_k/status/1943404431199940665) 2025-07-10T20:18Z [--] followers, [--] engagements "defi summer - defi renaissance [----] 👀 $aero $eth $uni" [X Link](https://x.com/lennsen_k/status/1943440616131645725) 2025-07-10T22:42Z [--] followers, [---] engagements "@SixSigmaCapital mind thats ant international no doubt in mind that ant or $baba will launch a CNY/HKD denominated stable coin in an attempt to close the gap to USDT/ USDC" [X Link](https://x.com/lennsen_k/status/1943448640015536442) 2025-07-10T23:13Z [--] followers, [---] engagements "the grift of @pumpdotfun doesnt stop rather than distributing all revenue back into the ecosystem the team continues to extract disappointing @jessepollak & @wagmiAlexander: what about a ecosystem first launchpad on @base 👀 there has to be a better way Pretty wild that over the last year @AerodromeFi + @pumpdotfun generated comparable amounts of REV. Aerodrome was a Pump level breakout product for @base but received a fraction of the mindshare. And all that revenue went to $veAERO voters. 🫡 https://t.co/EzMCPnlGQF Pretty wild that over the last year @AerodromeFi + @pumpdotfun generated" [X Link](https://x.com/lennsen_k/status/1943452450532528147) 2025-07-10T23:29Z [--] followers, [--] engagements "the narrative on $eth flipped so quickly its truly unfathomable how little independent thinking the majority of people do remember this was pre ATH on a 15% move" [X Link](https://x.com/lennsen_k/status/1943542561563431229) 2025-07-11T05:27Z [--] followers, [--] engagements "any $crcl bulls who want to weigh in on this literally [--] MOAT - exactly as I said pre IPO one of the best short setups trading at 257x earnings 😂 JUST IN: JPMorgan CEO Jamie Dimon says the company will get involved in crypto stablecoins. https://t.co/ePIYy178m9 JUST IN: JPMorgan CEO Jamie Dimon says the company will get involved in crypto stablecoins. https://t.co/ePIYy178m9" [X Link](https://x.com/masayoshimoritz/status/1945156587288469898) 2025-07-15T16:20Z [--] followers, [---] engagements "@DeepValueBagger youve made better calls $crcl still has no moat and not sure what we expect after a 6x rr seems widely off when the lockups expire this will trade $50" [X Link](https://x.com/masayoshimoritz/status/1945292360990024146) 2025-07-16T01:20Z [--] followers, [---] engagements "how 1- as a customer do you really care whether you transact in USDE or USDC all things being equal as long as theyre both based in the US 2- right now the company earns a yield spread. once customers participate in yield youll choose the highest % as a rational customer. competition drives race to the bottom this is at best a 10% operating margin business as theres also no leverage" [X Link](https://x.com/masayoshimoritz/status/1945295081369419964) 2025-07-16T01:31Z [--] followers, [--] engagements "@DeepValueBagger lol therere network effects that keep me on X therere [--] network effects for USDC" [X Link](https://x.com/masayoshimoritz/status/1945295631548842373) 2025-07-16T01:33Z [--] followers, [--] engagements "@DeepValueBagger that doesnt make any sense to me you think USDC will be the only US based stable coin and retain this monopoly free market allows for billions of risk free spread come on" [X Link](https://x.com/masayoshimoritz/status/1945296864355422407) 2025-07-16T01:38Z [--] followers, [--] engagements "hot take and think youre conflating a few things here user minutes on social media are not monopolized by facebook. in fact its quite the opposite. just look at instagram snapchat tiktok x why because theyre better products the same dilution of user minutes will happen to $crcl. just here itll be much faster and driven by higher yields that will erode profits to 0" [X Link](https://x.com/masayoshimoritz/status/1945299439867797731) 2025-07-16T01:48Z [--] followers, [--] engagements "this is actually real and good progress for @base if I understand correctly users will be able to use @baseapp to check out at any @Shopify merchant crypto onramp to $300bn GMV and 5m merchants bullish for base ecosystem without a doubt Base Pay is now on @Shopify Were going to roll this out to every merchant. Brands like Erewhon are already supporting USDC payments. - @Alex_Danco Shopify Oh and 1% cashback in the U.S. for anyone who pays with USDC on Base. https://t.co/Y8ZqC7qenw Base Pay is now on @Shopify Were going to roll this out to every merchant. Brands like Erewhon are already" [X Link](https://x.com/masayoshimoritz/status/1945640424489513185) 2025-07-17T00:23Z [---] followers, [--] engagements "@ayyyeandy $aero should be one of the biggest beneficiaries" [X Link](https://x.com/masayoshimoritz/status/1945870850638467401) 2025-07-17T15:38Z [--] followers, [--] engagements "yep $pump is a short from here - and it was always clear in hindsight if youre not an insider youll get burned thats how its always been for memes pretty confident @base (once up and running with the new app and mini apps) paves a more sustainable path towards fun in crypto This either ends up as the best trade of my life or I go down with the $PUMP ship https://t.co/nwjfLYsu6c This either ends up as the best trade of my life or I go down with the $PUMP ship https://t.co/nwjfLYsu6c" [X Link](https://x.com/masayoshimoritz/status/1945950550790418725) 2025-07-17T20:55Z [--] followers, [---] engagements "$baba love to see it as I said a few weeks ago major upside catalyst for chinese tech names are HKD/ CNY denominated stable coins" [X Link](https://x.com/masayoshimoritz/status/1946035293972255144) 2025-07-18T02:32Z [--] followers, [---] engagements "max 20-30% there - and arguably the [--] ATH is not comparable 👀" [X Link](https://x.com/masayoshimoritz/status/1946104749239025803) 2025-07-18T07:08Z [--] followers, [--] engagements "@hidekiv8 eth has a long way up once people understand the use case (eg stable coins smart contracts) better takes time" [X Link](https://x.com/masayoshimoritz/status/1946199441205072085) 2025-07-18T13:24Z [--] followers, [--] engagements "remember $xrp is not cheap at $3.50 because $btc is $120000" [X Link](https://x.com/masayoshimoritz/status/1946209400890241134) 2025-07-18T14:04Z [--] followers, [--] engagements "@zxyzed @jdorman81 yes https://x.com/masayoshimoritz/status/1943373747546665331s=46 $aero still trading at 3.3x fees or 47% discount vs. every other DEX (with arguably less efficient protocol designs) one of the most undervalued DeFi projects in crypto is $aero https://t.co/UPyBMbipL7 https://x.com/masayoshimoritz/status/1943373747546665331s=46 $aero still trading at 3.3x fees or 47% discount vs. every other DEX (with arguably less efficient protocol designs) one of the most undervalued DeFi projects in crypto is $aero https://t.co/UPyBMbipL7" [X Link](https://x.com/masayoshimoritz/status/1946276914487840899) 2025-07-18T18:32Z [---] followers, [---] engagements "@jdorman81 whats a far superior bet $aero https://x.com/masayoshimoritz/status/1943373747546665331s=46 $aero still trading at 3.3x fees or 47% discount vs. every other DEX (with arguably less efficient protocol designs) one of the most undervalued DeFi projects in crypto is $aero https://t.co/UPyBMbipL7 https://x.com/masayoshimoritz/status/1943373747546665331s=46 $aero still trading at 3.3x fees or 47% discount vs. every other DEX (with arguably less efficient protocol designs) one of the most undervalued DeFi projects in crypto is $aero https://t.co/UPyBMbipL7" [X Link](https://x.com/masayoshimoritz/status/1946277131912134865) 2025-07-18T18:33Z [--] followers, [--] engagements "$uni had an early move towards the upside and will continue to run given recognition and cross eth ecosystem play better upside is $aero though - once @base really starts its upside move this should really trade 2x ath with $eth hitting $4-5k catalysts: - new @baseapp has viral potential imo team is building community for eventual launch via waitlist (which I think is smart if they dont wait to long) - cb assets and on chain activity picking up (eg lending defi) - tokenization if stocks (@coinbase has to move here and preempt $hood l2 launch imo theyre well positioned given they already have" [X Link](https://x.com/masayoshimoritz/status/1946281324915921223) 2025-07-18T18:50Z [---] followers, [--] engagements "@Keisan_Crypto lol please take a look at $aero then clearly mindshare is not with utility projects at this moment" [X Link](https://x.com/masayoshimoritz/status/1946283717904761242) 2025-07-18T18:59Z [---] followers, [---] engagements "open note to @brian_armstrong and the @base team you've had incredible success building the dominant L2 on ETH - congratulations you now have an unprecedented opportunity to bring the world onchain by catching max mindshare but to get there you need to move faster than the competition (which is not only coming from the conventional stock investment world but also social networks like X itself) to give yourself the best chance of establishing @baseapp as THE multi way entry gate to crypto the time to act is NOW give the people what they want: a crypto first super app with immediate and broad" [X Link](https://x.com/masayoshimoritz/status/1946997408015040726) 2025-07-20T18:15Z [---] followers, [----] engagements "@ArbitrageAndy1 disagree how can we be at majority when 1% of global value is accounted for by crypto market cap (assuming global net worth is $500tn)" [X Link](https://x.com/masayoshimoritz/status/1947373044172738990) 2025-07-21T19:08Z [---] followers, [---] engagements "wait is trump just doing everything in his power to push equity values higher and shift focus away from the epstein files fed push crypto 401ks - these are all relatively extreme outliers if were honest" [X Link](https://x.com/masayoshimoritz/status/1947518922300797287) 2025-07-22T04:47Z [---] followers, [--] engagements "wait is trump just doing everything in his power to push equity values higher and distract from the epstein files fed push crypto 401ks - these are all relatively extreme outliers if were honest" [X Link](https://x.com/masayoshimoritz/status/1947531032766648472) 2025-07-22T05:35Z [---] followers, [--] engagements "@zerohedge hell make it $2tn" [X Link](https://x.com/masayoshimoritz/status/1947842836793008249) 2025-07-23T02:14Z [---] followers, [---] engagements "@VirtualBacon0x $aero" [X Link](https://x.com/masayoshimoritz/status/1947888987173007799) 2025-07-23T05:18Z [---] followers, [---] engagements "with a japan and europe trade deal out of the way china moves among the last significant US trade partners to make a deal china has increasingly limited room to drag a deal without inflicting pain on its own economy - and take a major blow on its foreign relations and diplomacy you have to admit thats an incredible testament of strength for the US (and trump)" [X Link](https://x.com/masayoshimoritz/status/1948061962157334542) 2025-07-23T16:45Z [---] followers, [--] engagements "Yea no I think well have to get comfortable with a world where we as investors are fine trading off cash flows for the next [--] years for much higher top line and profitability growth 5-10 years out thats the innovation bet quesiton is how fast wall street will demand ROI on CAPEX" [X Link](https://x.com/masayoshimoritz/status/1948121437090308591) 2025-07-23T20:41Z [---] followers, [--] engagements "@imperooterxbt *before the brainrot part of crypto goes to 0" [X Link](https://x.com/masayoshimoritz/status/1948127898432393268) 2025-07-23T21:07Z [---] followers, [--] engagements "$pump wait so you want to tell me you bought the coin of a crypto launchpad without any utility lockups for investors or capital allocation plans for newly raised capital (in the absence of any competitors surging in market share past this project without any need for a capital raise) and you tell me you support a team that has continuously dumped on the ecosystem it launched on (and everything to enrich itself) betrayed core partners such us @solana or @RaydiumProtocol this was always a [--] but the ICO was the missing catalyst well done @pumpdotfun and @a1lon9" [X Link](https://x.com/masayoshimoritz/status/1948141474178121974) 2025-07-23T22:01Z [---] followers, [---] engagements "@badandevill thats the point - its a play on the dominant ETH L2 but also cb assets open up the chain for the most important assets or what other ETH L2s do you actually use/ see potential in" [X Link](https://x.com/masayoshimoritz/status/1948552093423256042) 2025-07-25T01:13Z [---] followers, [--] engagements "@0xPradaa how exactly do $pump holders benefit from the revenue generated" [X Link](https://x.com/masayoshimoritz/status/1949095649216958731) 2025-07-26T13:13Z [---] followers, [---] engagements "On open source Im less concerned with that tbh For consumer - OpenAI its less about the latest frontier model and more about convenience. Open source you still need to deploy. OpenAI has done a good job at starting to build out the one AI subscription you need. Rising switching costs (memory etc) and network effects will drive the brand value For enterprise - Anthropic open source will remain niche. I believe that when companies truly move their complete code bases to AI theyll want to have a counterparty which can be trusted. On investment perspective: For consumer - OpenAI the case is do I" [X Link](https://x.com/masayoshimoritz/status/1950414467512062103) 2025-07-30T04:33Z [---] followers, [--] engagements "@eliant_capital one of the most contrarian bets out there arguably the one with the best risk reward imo" [X Link](https://x.com/masayoshimoritz/status/1950659079833256160) 2025-07-30T20:45Z [---] followers, [--] engagements "panicans after 3% gdp growth and massive q2 earning beats" [X Link](https://x.com/masayoshimoritz/status/1950660013493514409) 2025-07-30T20:49Z [---] followers, [--] engagements "@theallinpod @chamath at the same time he praised his cds trade if the stock market rips I win and if it drops I also win what a loser" [X Link](https://x.com/masayoshimoritz/status/1950694662207099287) 2025-07-30T23:07Z [---] followers, [---] engagements "@The_Analyst_Lab isnt it obvious to you that at this point market is evaluating AI potential $googl lags because people are cautious whether itll erode the search business the story for $msft is much cleaner $meta somewhat" [X Link](https://x.com/masayoshimoritz/status/1950938125972189253) 2025-07-31T15:14Z [---] followers, [---] engagements "@thereisnomax @akashnet_ fundamentals accelerating love to see it" [X Link](https://x.com/masayoshimoritz/status/1950955610507272562) 2025-07-31T16:23Z [---] followers, [---] engagements "yes hard to see how they wouldnt be traded traded on @coinbase and @base $aero my fellow contrarian investors SEC LAUNCHES PROJECT CRYPTO TO MOVE ALL MARKETS ONCHAIN: SEC SEC LAUNCHES PROJECT CRYPTO TO MOVE ALL MARKETS ONCHAIN: SEC" [X Link](https://x.com/masayoshimoritz/status/1950966977469485278) 2025-07-31T17:09Z [---] followers, [---] engagements "@cpaik what about oligopolies (ie the most likely structure for models on the frontier)" [X Link](https://x.com/masayoshimoritz/status/1952108149349183844) 2025-08-03T20:43Z [---] followers, [---] engagements "@wagmiAlexander @base what does the further roadmap look like I think theres a ton of potential here but would be great to get your thoughts where you want to take the project next" [X Link](https://x.com/masayoshimoritz/status/1952884356823040381) 2025-08-06T00:08Z [---] followers, [--] engagements "@JulienTechInvst @paulbrain258 @HolySmokas have you considered that they had to strip out 20%+ of revs bc of china nvidia hasnt reported yet yes itll be stronger performance but also theyll see a bump" [X Link](https://x.com/masayoshimoritz/status/1952910307917218304) 2025-08-06T01:51Z [---] followers, [---] engagements "$amd really solid quarter imo - and the negative sentiment is not new (especially when the competition is called $nvda) updating model to reflect 40% upside (see below) for $230 fair value after hour selloff due to only 14% yoy data center growth and operating loss amid china export restrictions and MI350 ramp - Revenue: $7.7bn +32% yoy - Operating margin: 12% vs 22% Q224 - data center (GAAP): -5% vs 26% - FCF: 15% - EPS: $0.48 -30% yoy expect market to turn green within a few days on very strong Q3 revenue guide at +28% yoy (given lisas usually very conservative stance and excluding MI308" [X Link](https://x.com/masayoshimoritz/status/1952913684084240646) 2025-08-06T02:04Z [---] followers, [---] engagements "$amd usually don't pay much attention to sell side but street view is pretty clear barclays: raise $130 - $200 raymond james: raise $120 - $200 piper sandler: raise $140 - $190 evercore: raise $144 - $180 citi: raise $165 - $180 jpm: raise $120 - $180 baird: raise $140 - $175 deutsche: raise $130 - $150 gs: raise $140 - $150 ms: lower $185 - $168" [X Link](https://x.com/masayoshimoritz/status/1953111555966484639) 2025-08-06T15:10Z [---] followers, [---] engagements "my high conviction contrarian tech positions as of august [--] regularly sharing thoughts & updates #1 long china tech esp AI meta - $baba #2 long $eth defi esp @base ecosystem - $aero #3 long decentralized AI infrastructure - $akt #4 long us chips esp runnerup - $amd #5 long chinese consumer/ smb finance - $lu #6 opportunistic shorts: $crcl $crwv $duol $uber" [X Link](https://x.com/masayoshimoritz/status/1953176669759651967) 2025-08-06T19:29Z [---] followers, [---] engagements "idk what these clowns are doing lol 20% cloud growth for next quarter is low but thats also why their price target is low - esp after wu indicated 18% was not representative on a more serious note also wonder when street realizes the conglomerate discount shouldnt apply given AI synergies" [X Link](https://x.com/masayoshimoritz/status/1953731858790846644) 2025-08-08T08:15Z [---] followers, [--] engagements "@ArbitrageAndy1 why would you sell eth (unless you want to trade) its clear from now crypto is the future - stablecoins all on the eth tokenization of real world assets will happen on eth institutions (and next sovereigns) buying in why would you ever sell" [X Link](https://x.com/masayoshimoritz/status/1953893149224710224) 2025-08-08T18:56Z [---] followers, [--] engagements "the less obvious aspect of the 401k unlock is that itll trigger a rewrite of what both accredit and qualified investor status means that will be the next step function unlock for private markets" [X Link](https://x.com/masayoshimoritz/status/1954075272203939943) 2025-08-09T07:00Z [---] followers, [--] engagements "+30% since positing this and reminding you this is still so early not taking a victory lap - but letting you know that Im typing up an in depth research piece on the mystery behind $aero tokenomics and in specific inflation (and why its not a concern) price target remains $4-5 although it may turn into a longer term core hold as my research progresses" [X Link](https://x.com/masayoshimoritz/status/1954145754810888541) 2025-08-09T11:40Z [---] followers, [--] engagements "as the $eth trade resurges $sol has a chance to reinvent itself and reemerge as a credible alternative l1 with fast/ scalable txs and less dependence on shitcoin trading healthy evolution imo" [X Link](https://x.com/masayoshimoritz/status/1954154086648988096) 2025-08-09T12:13Z [---] followers, [--] engagements "seems like $mamo is the project with more potential and probably more mindshare (for the team as well) - given it also now integrates with $aero (apart from just $well) wouldn't be surprised to see the team progressively focus on $mamo for that reason curious to hear your thoughts" [X Link](https://x.com/masayoshimoritz/status/1954156587573993972) 2025-08-09T12:23Z [---] followers, [---] engagements "@aixbt_agent what are the best defi agents with solid token design out there $mamo's 65% team allocation in disguise is a red flag to me" [X Link](https://x.com/masayoshimoritz/status/1954169771118702956) 2025-08-09T13:15Z [---] followers, [--] engagements "@amitisinvesting buy $aero the decentralized exchange that @coinbase just integrated go crypto native do sth onchain dont just trade be part of forming the future you want" [X Link](https://x.com/masayoshimoritz/status/1954338083157209281) 2025-08-10T00:24Z [---] followers, [--] engagements "@amitisinvesting @PLTR4US theyll have a hard time finding crypto customers let me tell you that anything 5% will get competed away unless youre targeting fully retarded investors" [X Link](https://x.com/masayoshimoritz/status/1954338540394832187) 2025-08-10T00:26Z [---] followers, [--] engagements "non sense literally @coinbase has a fully working self developed $eth derivative blockchain (@base) $hood has [--] as of now (plus a business model that is literally based on bribes by citadel) - coinbase takes a share of txs that customers are willing to pay one things for sure - this is going to be an interesting battle but if you want to play a crypto theme stay closer to crypto natives vs hypothetical winners" [X Link](https://x.com/masayoshimoritz/status/1954339432623907266) 2025-08-10T00:30Z [---] followers, [---] engagements "moMEnTuM iS a MoAt Ok @a16z We're in NY times now for $600k No company can compete with @cluely https://t.co/pOSDB0nske We're in NY times now for $600k No company can compete with @cluely https://t.co/pOSDB0nske" [X Link](https://x.com/masayoshimoritz/status/1954612234014876076) 2025-08-10T18:34Z [---] followers, [---] engagements "$amd love these news wall street forced to revise estimates heavily to the upside now that we have a clear and predictable path towards accessing the chinese market the biggest ex-us https://www.wsj.com/tech/trump-administration-to-take-15-cut-of-nvidia-and-amd-chip-sales-to-china-f9e34b5fst=U8PoPP https://www.wsj.com/tech/trump-administration-to-take-15-cut-of-nvidia-and-amd-chip-sales-to-china-f9e34b5fst=U8PoPP" [X Link](https://x.com/masayoshimoritz/status/1954861505989513524) 2025-08-11T11:04Z [---] followers, [--] engagements "can someone check in on @chamath I'm worried for his cds and 5-yard leveraged mag7 vs. sp500 spread trade" [X Link](https://x.com/masayoshimoritz/status/1955330228345086157) 2025-08-12T18:07Z [---] followers, [---] engagements "$crcl indeed fair value for me is $50 per share (which is still 60% vs IPO price ppl forget) one of the best short setups of this time highly contrarian exactly as I like it @Tether_to is invited to participate in the us markets (in fact the genius act invites many players to gain max adoption rate ahead of competitors like euro and eventually yuan backed stablecoins) this is a fundamentally unattractive market as companies have [--] MOAT (I dont care whether its USDC USDT or USDX I care what gives me most yield after passing a liquidity threshold) more players = profit margins get eroded to 0" [X Link](https://x.com/masayoshimoritz/status/1955387431852839152) 2025-08-12T21:54Z [---] followers, [---] engagements "you have crypto momentum on your side (and rate cuts) but once you have one credible competitor in the US (which is @Tether_to) this will go back to IPO price faster than you think its simply not a good long term hold and highly risky in the short term been saying enough lol good luck sir (will let you know once Ive had time to put proper thought to paper)" [X Link](https://x.com/masayoshimoritz/status/1955388841285783607) 2025-08-12T22:00Z [---] followers, [--] engagements "$kweb $baba @TencentGlobal @meituan $bidu $pdd @TencentGlobal Q225 ER - very good print Revenues (in RMB bn): [---] vs. [---] Normalized EPS (in RMB per share): [----] vs. [----] pay attention the red dragon is rising (again)" [X Link](https://x.com/masayoshimoritz/status/1955554268741845399) 2025-08-13T08:57Z [---] followers, [---] engagements "@TheFlowHorse strongly disagree - thatd be the most inefficient market structure ever created the corollary would be every corporation using its own version of mastercard you think thats likely" [X Link](https://x.com/masayoshimoritz/status/1955565944996040957) 2025-08-13T09:43Z [---] followers, [--] engagements "china bears getting rekt and the $hsi is still 25% below its [----] ATHs (yea you read that right) TURNOVER ON SSE AND SZSE EXCEEDED [--] TRILLION YUAN FOR THE FIRST TIME SINCE FEBRUARY THIS YEAR #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG https://t.co/nfZWclFlPH https://t.co/c07Pl9hZ8J TURNOVER ON SSE AND SZSE EXCEEDED [--] TRILLION YUAN FOR THE FIRST TIME SINCE FEBRUARY THIS YEAR #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG https://t.co/nfZWclFlPH https://t.co/c07Pl9hZ8J" [X Link](https://x.com/masayoshimoritz/status/1955567951765205271) 2025-08-13T09:51Z [---] followers, [---] engagements "couldnt disagree more the corollary would be every corporation launching its own version of visa/ mastercard you think that resembles an efficient market structure L2 thesis is dead. Tether Stripe Circle all launching their own L1s to compete with Ethereum. Rollup security guarantees dont matter when youre using fiat stablecoins or other RWAs. Because those assets are centralized anyway. L2 thesis is dead. Tether Stripe Circle all launching their own L1s to compete with Ethereum. Rollup security guarantees dont matter when youre using fiat stablecoins or other RWAs. Because those assets are" [X Link](https://x.com/masayoshimoritz/status/1955569771925360812) 2025-08-13T09:59Z [---] followers, [---] engagements "$crcl what about we reverse the golden goose fattening by having @Mastercard/ @Visa launch their l2s on $eth the most entertaining outcome is the most likely" [X Link](https://x.com/masayoshimoritz/status/1955586749138432090) 2025-08-13T11:06Z [---] followers, [---] engagements "$aero to put things into perspective relatively to other dexs $aero trades at a hefty discount (-43% vs median -64% vs $hype) and this is pre actual @coinbase rollout 🤯 circulating mc/annualized revenue: $uni: 4.9x $aero: 5.9x $cake: 9.6x $hype: 16.5x dex median: 10.4x" [X Link](https://x.com/masayoshimoritz/status/1955611492805685644) 2025-08-13T12:44Z [---] followers, [---] engagements "my advice: strive to be contrarian $KWEB +3.3% $NDAQ -0.7%" [X Link](https://x.com/masayoshisson/status/1955709174257504738) 2025-08-13T19:12Z [---] followers, [---] engagements "$baba -3.4% intraday on hot us ppi print 😂 $jd showing earnings strength growing 22% yoy (although not a fan of business model) still selling off 2.5% nothing to be concerned about just shows you inefficient the china stock market is and how little mindshare china has atm" [X Link](https://x.com/masayoshimoritz/status/1956055883487609242) 2025-08-14T18:10Z [---] followers, [---] engagements "I chose $aero for a reason think important part of the thesis is @base and @coinbase growth - you have to understand that only a fraction of assets globally trade onchain today and that $aero is a clear bet on increasing volumes with @coinbase bringing assets onchain other l2s may have a chance technically but lack a similarly aligned supply so I think rr is much less attractive imo" [X Link](https://x.com/masayoshimoritz/status/1956057355885445154) 2025-08-14T18:16Z [---] followers, [---] engagements "@CatDad0409 @base @coinbase $aero has reached escape velocity imo although $velo shares a lot of the same architecture it hasnt had the success as its growth is geared to l2s outside of @base (which Im not that bullish on frankly)" [X Link](https://x.com/masayoshimoritz/status/1956105754391228599) 2025-08-14T21:28Z [---] followers, [---] engagements "$baba $jd michael burry flips bullish on china tepper also retained most of his $baba position peak contrarian until its not youre early 👀 Buy https://t.co/0ZcHdzZY4G Buy https://t.co/0ZcHdzZY4G" [X Link](https://x.com/masayoshimoritz/status/1956109548701540633) 2025-08-14T21:43Z [---] followers, [---] engagements "$aero hear me out: full @AerodromeFi integration into @coinbase is nice but how about layering rwas via @OndoFinance natively on top of that" [X Link](https://x.com/masayoshimoritz/status/1956131450773753892) 2025-08-14T23:10Z [---] followers, [---] engagements "$aero $ondo $coin hear me out @brian_armstrong full @AerodromeFi integration into @coinbase is nice but how about layering rwas via @OndoFinance natively on top of that" [X Link](https://x.com/masayoshimoritz/status/1956287052288254381) 2025-08-15T09:29Z [---] followers, [---] engagements "the ticker is $aero Coinbase should bake in some preference towards Aerodrome into their DEX trade routing algorithm i.e. normally trades should preferentially go through Aerodrome and should only go through Uniswap if they are considerably better than Aerodrome in price/slippage. $AERO Coinbase should bake in some preference towards Aerodrome into their DEX trade routing algorithm i.e. normally trades should preferentially go through Aerodrome and should only go through Uniswap if they are considerably better than Aerodrome in price/slippage. $AERO" [X Link](https://x.com/masayoshimoritz/status/1957131502208127409) 2025-08-17T17:24Z [---] followers, [---] engagements "$kweb $hsi $baba $tencent $ndaq $spx uh oh china tech continuing to push on zero hf mindshare once chinese money market moves off the shelves foreign institutional is next (we know what this will look like from q125) with foreign retail coming last exciting times" [X Link](https://x.com/masayoshisson/status/1959017345252311375) 2025-08-22T22:18Z [---] followers, [---] engagements "@CompoundinGirl lol platform for brainrot purchases without moat (vs douyin) unfort doesnt cut it for me. but all power to you" [X Link](https://x.com/masayoshimoritz/status/1959300725722259720) 2025-08-23T17:04Z [---] followers, [---] engagements "@codes_james @binance this is not a zero sum game" [X Link](https://x.com/masayoshimoritz/status/1959306073514393875) 2025-08-23T17:25Z [---] followers, [---] engagements "@TihoBrkan all this yapping from the sidelines lol if you were CEO how would you structure the business today imo this restructuring has been long overdue and I like the simple reflection of $babas core business ie commerce and cloud" [X Link](https://x.com/masayoshimoritz/status/1959308329638891707) 2025-08-23T17:34Z [---] followers, [---] engagements "@zoomyzoomm you forgot $crcl and $crwv" [X Link](https://x.com/masayoshisson/status/1959734686663446720) 2025-08-24T21:48Z [---] followers, [---] engagements "@zoomyzoomm you have to appreciate how $crcl whos entire business model hinges on earning a net yield rips on rate cuts thats entirely separate from what I believe is a company that has zero moat (with operating margins eroding to zero too) lol incredible" [X Link](https://x.com/masayoshisson/status/1959735912780165186) 2025-08-24T21:53Z [---] followers, [---] engagements "@zoomyzoomm do us a favor and at least diversify port into 2/3 names 😂 fine if its all china but just in case market realizes $pdd still facilitates absolute brainrot merchandise (and therere a few players eyeing them retarded buyers eg douyin)" [X Link](https://x.com/masayoshimoritz/status/1959815837097005079) 2025-08-25T03:11Z [---] followers, [---] engagements "zero mindshare for insti players who are all focused on beta us plays few days like this $baba over $135 and the tides have turned honestly with $sse ripping for the full past week we may already be there spoke to a few hf cios over recent weeks which reconfirmed: absolutely ZERO lol https://x.com/masayoshimoritz/status/1947310920046182468s=46 https://x.com/masayoshimoritz/status/1947310920046182468s=46" [X Link](https://x.com/masayoshisson/status/1959819452570116262) 2025-08-25T03:25Z [---] followers, [---] engagements "$pdd 7% yoy rev growth coupled with margin compression is simply not a good quarter - but more importantly the fundamentals start to worry me imo not surprising tho (have never been a fan of $pdd): the business model is focused on extremely price conscious customers focused on low-value and commodity-like products ie customer stickiness may not be as high as everyone thinks Id think that competitors like douyin (tiktok shop) have begun to steal share from $pdd (ie underwhelming topline growth ie potential plateau in sight) hence itll take more capital to defend market share in an extremely" [X Link](https://x.com/masayoshimoritz/status/1960003662597566975) 2025-08-25T15:37Z [---] followers, [---] engagements "lol what 😂 Go woke go broke. https://t.co/K0ZEa63wQY Go woke go broke. https://t.co/K0ZEa63wQY" [X Link](https://x.com/masayoshimoritz/status/1960487456572367241) 2025-08-26T23:40Z [---] followers, [---] engagements "$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 (15% yoy vs. 7% actual to be compared with 21% $jd) although meituan's business model is entirely geared towards food delivery (70%) and mgmt invested heavily this quarter (89% yoy net profit drop) 7% topline growth is extremely weak () $meituan's business model is being eaten alive" [X Link](https://x.com/masayoshimoritz/status/1960730559946097012) 2025-08-27T15:46Z [---] followers, [---] engagements "the interesting thing here is that $aero's fdv proxy is actually its circulating market cap (i.e. compare 5.4x vs. 15.0x median 3x on multiple uplift alone) why 95% of locked tokens are perpetually locked (i.e. they will not be unlocked as voter rewards are tied to lock) this stands in contrast to basically all the other projects here as they have team/ vesting unlocks over time i.e. FDV is the relevant metric to consider" [X Link](https://x.com/masayoshimoritz/status/1960751219414327661) 2025-08-27T17:08Z [---] followers, [---] engagements "@Pickle_cRypto soon itll be $aero" [X Link](https://x.com/masayoshimoritz/status/1960877765764522133) 2025-08-28T01:31Z [---] followers, [---] engagements "@zoomyzoomm lol I thought you were in VC and knew how market entries work or is your point that instant commerce just is not the right strategy" [X Link](https://x.com/masayoshisson/status/1960919237746209132) 2025-08-28T04:15Z [---] followers, [---] engagements "disagree on competition could very well be duopoly - looks at us: doordash ($100bn mc on 1/4 of population) uber for restaurant and amazon fresh walmart+ instacart for groceries also xi is really not a fan of monopolies last time I checked instant commerce predominantly in large cities is where we headed so disagree that users wont stick around (actually china has higher propensity of order culture already) $baba best positioned as natural extension of current biz + infra synergies (v close to amazon biz model) + 1bn user base $jd to drop first as last to game/ mismatched competencies (lol" [X Link](https://x.com/masayoshisson/status/1960933734120611922) 2025-08-28T05:13Z [---] followers, [---] engagements "$baba has 70% market share in AI cloud right now plus owns successful llms such as qwen with adoption (which reinforces lock-in and makes customer acquisition easier as theyre one stop shop) if you believe AI narrative you have to believe that inference workloads will scale and $baba is the picks & shovels play for that with a relatively strong moat (also insulated from us players which would be the only real competition) another upside catalyst could be $baba owning stakes in basically all leading chinese AI startups (in exchange for cloud service) - also that is not priced in" [X Link](https://x.com/masayoshimoritz/status/1961114093361742276) 2025-08-28T17:10Z [---] followers, [---] engagements "@zoomyzoomm theres still time to roll $pdd into $baba" [X Link](https://x.com/masayoshisson/status/1961422472835694768) 2025-08-29T13:35Z [---] followers, [---] engagements "@EquityBrian $pdd has no moat (getting eaten alive by douyin) I don't understand that thesis at all" [X Link](https://x.com/masayoshisson/status/1961441672467742831) 2025-08-29T14:51Z [---] followers, [---] engagements "@nataninvesting still time to roll your $pdd position into $baba lol would advise (while you still can) and $pdd doesn't get eaten by douyin alive" [X Link](https://x.com/masayoshisson/status/1961442026638967263) 2025-08-29T14:53Z [---] followers, [---] engagements "@teechongyen actually excellent mgmt call to wait and see how rest of china tech earnings go (and delay earnings to be last in line)" [X Link](https://x.com/masayoshisson/status/1961442981270966686) 2025-08-29T14:57Z [---] followers, [---] engagements "@CompoundinGirl maybe time to roll $pdd into $baba" [X Link](https://x.com/masayoshisson/status/1961448460340576437) 2025-08-29T15:18Z [---] followers, [---] engagements "@zhuangcorp @EquityBrian CONVICTION if the war breaks out you better not own any equities or derivatives lol" [X Link](https://x.com/masayoshisson/status/1961485007848951961) 2025-08-29T17:44Z [---] followers, [--] engagements "@A_Leutenegger @katana @modenetwork @puffer_finance @AerodromeFi @yieldbasis @use_corn $aero by far project has reached escape velocity" [X Link](https://x.com/masayoshisson/status/1961537338624127307) 2025-08-29T21:11Z [---] followers, [--] engagements "@Areskapitalon interesting are you based in china" [X Link](https://x.com/masayoshisson/status/1961595842915422386) 2025-08-30T01:04Z [---] followers, [--] engagements "@Areskapitalon love to hear it thoughts on $jd competition" [X Link](https://x.com/masayoshisson/status/1961596637152678332) 2025-08-30T01:07Z [---] followers, [--] engagements "@Areskapitalon thank you for sharing so youre saying theres a meaningful difference in terms of worker treatment between the 3" [X Link](https://x.com/masayoshisson/status/1961599794826162522) 2025-08-30T01:20Z [---] followers, [--] engagements "@Areskapitalon what place has meituan then" [X Link](https://x.com/masayoshisson/status/1961602668498923735) 2025-08-30T01:31Z [---] followers, [--] engagements "@julius5207 agree tell me another $250bn mc us stock that has 50% upside potential within [--] months" [X Link](https://x.com/masayoshisson/status/1961808677221826627) 2025-08-30T15:10Z [---] followers, [--] engagements "most of us hedge funds sold fully or at least partially tepper and burry remain even laffont sold most of his china positions I think this actually makes it more attractive we all underestimate the opportunity given through zero mindshare among institutional buyers right now this reversal will be one for the books (and weve seen how fast things can change in q424 q125)" [X Link](https://x.com/masayoshisson/status/1961847704998330857) 2025-08-30T17:45Z [---] followers, [---] engagements "$hsi $kweb $shcomp $baba $ndx $spx pick a number 10% thats where were headed imo China exposure is pretty underallocated here even despite recent gains in their indices Chart: Goldman Sachs https://t.co/35viUkNONM China exposure is pretty underallocated here even despite recent gains in their indices Chart: Goldman Sachs https://t.co/35viUkNONM" [X Link](https://x.com/masayoshisson/status/1961849186783031338) 2025-08-30T17:51Z [---] followers, [---] engagements "no the opposite not a fan of the late buffet his best calls were almost exclusively pre gfc - coke amex geico sees etc also think that universe of deals they can do is just so incredibly small because of how large berkshire has become even if buffet were to live another [--] years I have my doubt re new capital deployment at that scale separately not that impressed with abel tbh (esp last agm)" [X Link](https://x.com/masayoshisson/status/1961951723464831044) 2025-08-31T00:38Z [---] followers, [---] engagements "@lloydjamesross and $googl (bc of tpus)" [X Link](https://x.com/masayoshisson/status/1961952507506155617) 2025-08-31T00:41Z [---] followers, [--] engagements "@no_cap_cap @ContrarianCurse I think thatd be wildly ambitious with a shareholder base thats not used to an investment style like the one you describe for that youd have to believe abel is buffet [---] [--] or [--] higher beta names and the market goes against them = recipe for disaster" [X Link](https://x.com/masayoshisson/status/1962009545737196029) 2025-08-31T04:28Z [---] followers, [---] engagements "@no_cap_cap @ContrarianCurse Im not shareholder but if I was berkshire trying its hand at tech investing would make me highly uncomfortable the reputational risk is way too high imo (and would guess they know)" [X Link](https://x.com/masayoshisson/status/1962012126362431788) 2025-08-31T04:38Z [---] followers, [--] engagements "@EquityBrian even if the west stays closed the domestic Chinese market is 4x larger than us (and is insulated from any us based competitors) the valuations make no sense" [X Link](https://x.com/masayoshisson/status/1962208211886379181) 2025-08-31T17:37Z [---] followers, [--] engagements "$baba is the high liquidity name the institutional cap pools will pile into over the next couple weeks breakout is heavily confirmed with highest hk session trading volume ever RR at this point is unmatched with $hsi still -21% off [----] aths $baba just closed hk session closed +19% which implies an opening price of $140.50 for the us session (another +4% on +13% friday move) https://t.co/V7f0GXQAEp $baba just closed hk session closed +19% which implies an opening price of $140.50 for the us session (another +4% on +13% friday move) https://t.co/V7f0GXQAEp" [X Link](https://x.com/masayoshisson/status/1962540890490085639) 2025-09-01T15:39Z [---] followers, [---] engagements "hedge fund pms checking their bbgs on labor day and realizing they just missed the beginning of a reversal for the books $baba +19% since stellar earnings and very clear AI narrative playing out still day [--] on massive buys coming in $baba is the high liquidity name the institutional cap pools will pile into over the next couple weeks breakout is heavily confirmed with highest hk session trading volume ever RR at this point is unmatched with $hsi still -21% off [----] aths https://t.co/PzkrWh2mIf $baba is the high liquidity name the institutional cap pools will pile into over the next couple" [X Link](https://x.com/masayoshisson/status/1962542398380118452) 2025-09-01T15:45Z [---] followers, [---] engagements "@zoomyzoomm @nataninvesting way too overallocated to $pdd but maybe stimulus hits" [X Link](https://x.com/masayoshisson/status/1962683053806846456) 2025-09-02T01:04Z [---] followers, [--] engagements "@zoomyzoomm trash no moat getting eaten alive by douyin" [X Link](https://x.com/masayoshisson/status/1962683257570378134) 2025-09-02T01:05Z [---] followers, [--] engagements "$baba rally to $200 has officially started (thatd still mean its trading -34% off aths)" [X Link](https://x.com/masayoshisson/status/1962685314616439108) 2025-09-02T01:13Z [---] followers, [---] engagements "@elonmusk unbelievable @Keir_Starmer on accelerated track to lead the UK into becoming a third world country" [X Link](https://x.com/masayoshisson/status/1963030452228227128) 2025-09-03T00:05Z [---] followers, [--] engagements "@Altcoinbuzzio you forgot $aero to $20" [X Link](https://x.com/masayoshisson/status/1963036585865445681) 2025-09-03T00:29Z [---] followers, [---] engagements "@rektfencer you forgot $aero: $15-20" [X Link](https://x.com/masayoshisson/status/1963037557618331936) 2025-09-03T00:33Z [---] followers, [---] engagements "what does this mean for $baba the ccp is concerned with a shares ie mainland stocks ie shenzhen and shanghai indices fair considering theyre +18% in a month lol the $hsi on which $baba trades is not directly affected by this because its not mainland listed I think part of the profits from the mainland rallies fueled the $hsi expansion although this still has been somewhat tepid given the hk investing restrictions for mainland investors (ie southbound stock connect) - this will be more muted now so potentially bearish my view is that while broadly short and medium term bearish for mainland" [X Link](https://x.com/masayoshisson/status/1963450083724206513) 2025-09-04T03:52Z [---] followers, [----] engagements "@DarioCpx you actually make money on your $baba warnings sit back and watch from the sidelines 😂" [X Link](https://x.com/masayoshisson/status/1963840459840602245) 2025-09-05T05:43Z [---] followers, [---] engagements "$hsi $kweb $ndx $spx rate cuts on accelerating inflation a weak job market and tariffs and youre not max long china good luck" [X Link](https://x.com/masayoshisson/status/1963996762948944337) 2025-09-05T16:04Z [---] followers, [---] engagements "$aero cant wait for a truly outstanding team to lead a broken part of the crypto market (creator and meme coins) back to strength through sustainability and fairness When $AERO launched zero liquidity was seeded. No market making deals were cut. No tokens were sold. Liquidity was added and price discovery happened organically -- purely via open market mechanisms. MetaDEXs uniquely enable more fair and compliant launches. More soon. 🛫 When $AERO launched zero liquidity was seeded. No market making deals were cut. No tokens were sold. Liquidity was added and price discovery happened" [X Link](https://x.com/masayoshisson/status/1965111379033293103) 2025-09-08T17:53Z [---] followers, [---] engagements "@jbulltard1 have a six figure leap position in $baba mate - not your size (yet) but getting there lol I understand profit taking well done Im just saying Im convinced were in the early innings of a rotation into chinese tech and we literally just got the ball rolling patience" [X Link](https://x.com/masayoshisson/status/1965161699096617198) 2025-09-08T21:13Z [---] followers, [---] engagements "someone has to pay the capex - think therell be a lot of bag holders when market refocuses on cash flow and realizes capital intensity was just outsourced to those players do you have a view on accounting/ d&a cycles I know was the key reason why I held off on $crwv but not deep enough in the others" [X Link](https://x.com/masayoshisson/status/1965221413612077365) 2025-09-09T01:11Z [---] followers, [---] engagements "$baba will we see this close $148.50 tmr decent chance imo momentum mostly driven by hk sessions since earnings = us hedge funds not in (yet) $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 https://t.co/iLtLFDOdIl $baba key level to watch is the 3-year high of $148.50 I'll leave this here so you can draw your own conclusions https://t.co/iLtLFDOdIl" [X Link](https://x.com/masayoshisson/status/1965237668159390145) 2025-09-09T02:15Z [---] followers, [---] engagements "$baba taking a victory lap after selling early into the beginning of the chinese tech rally is an interesting take sellers remorse at its best but oh well Im sure theyll look at it again after the 3-year resistance break patience" [X Link](https://x.com/masayoshisson/status/1965242541185663074) 2025-09-09T02:35Z [---] followers, [---] engagements "@ohginvesting @ericjackson what financial data supports your view genuinely curious" [X Link](https://x.com/masayoshisson/status/1965488554777477163) 2025-09-09T18:52Z [---] followers, 18.4K engagements "@stone_maison_ @ohginvesting @ericjackson no Im saying that I have fundamentals driven doubts and nothing in the financial statements justifies this absurd valuation or can you name one thing the comparison to $pltr tells me everything I need to know really" [X Link](https://x.com/masayoshisson/status/1965581414252069188) 2025-09-10T01:01Z [---] followers, 16.6K engagements "getting closer to solving the two sigma problem Introducing Oboe the easiest way to learn anything with magical courses made just for you. Were heading toward a future where humans only exist to feed AI. AI gets smarter we get stupider. But what if AIs purpose was to feed us Thats the future we hope Oboe can help nudge https://t.co/oFAzN3sLBH Introducing Oboe the easiest way to learn anything with magical courses made just for you. Were heading toward a future where humans only exist to feed AI. AI gets smarter we get stupider. But what if AIs purpose was to feed us Thats the future we hope" [X Link](https://x.com/masayoshisson/status/1965809604107084078) 2025-09-10T16:08Z [---] followers, [---] engagements "Im done with extremist politics @elonmusk can you please follow through on the only path out of this that is the America Party" [X Link](https://x.com/masayoshisson/status/1965870110868111390) 2025-09-10T20:08Z [---] followers, [---] engagements "you want to tell me that a business model that never worked (w/ not only $open but $z having tried) led by founders (who abandoned ship) rejoining will magically work agree with @MartinShkreli and @CitronResearch - short $open "if you're long you should never invest again"" [X Link](https://x.com/masayoshisson/status/1965911727931068781) 2025-09-10T22:54Z [---] followers, [---] engagements "@minotauronlucy like you said they don't have 'the cards' pains me to say as a european but its both china and us leading with europe being distant fourth behind india" [X Link](https://x.com/masayoshisson/status/1965914350570676342) 2025-09-10T23:04Z [---] followers, [--] engagements "@stone_maison_ @ohginvesting @ericjackson you want to tell me that a business model that never worked (w/ not only $open but $z having tried) led by founders (who abandoned ship) rejoining will magically work good fucking luck" [X Link](https://x.com/masayoshisson/status/1965914616745308342) 2025-09-10T23:05Z [---] followers, [---] engagements "@Han_Akamatsu oh man what a horrendous take $jd gets nuked in a quick delivery war they shouldnt be in and the rest of the business has very limited moat vs $baba" [X Link](https://x.com/masayoshisson/status/1966292504866857326) 2025-09-12T00:07Z [---] followers, [---] engagements "@TheLongInvest $jd is losing a quick commerce retail war and the rest of the business has very little moat vs $baba" [X Link](https://x.com/masayoshisson/status/1966310232067395678) 2025-09-12T01:17Z [---] followers, [----] engagements "@ALEXEIMARTOV @blondesnmoney @zoomyzoomm should not the guy is the biggest contra indicator went max long $pdd twice first time sold at bottom to miss out on 25% run then laid out for weeks why $baba is a shitco only to then flip bullish again i dont even know what he thinks tbh its prob engagement farming" [X Link](https://x.com/masayoshisson/status/1966329817529274824) 2025-09-12T02:35Z [---] followers, [---] engagements "@Simemeulation @BuzzsawEJ @TheLongInvest Im fully allocated to china but $jd is not the right name $baba is the much much better rr if your investment horizon is longer than a month short term anything can happen really" [X Link](https://x.com/masayoshisson/status/1966330629596860754) 2025-09-12T02:38Z [---] followers, [---] engagements "@ALEXEIMARTOV @blondesnmoney @zoomyzoomm are you serious" [X Link](https://x.com/masayoshisson/status/1966331001606373491) 2025-09-12T02:40Z [---] followers, [--] engagements "$hsi $chinext $baba $ndx $spx once the enthusiasm re the [--] bps cut fades and ppl realize that investing into cys at 500x pes or wo earnings wasnt that smart well see an unworldly rotation into chinese equities that produce cash and still trade [--] pes weve seen nothing yet" [X Link](https://x.com/masayoshisson/status/1966340036737032208) 2025-09-12T03:16Z [---] followers, [---] engagements "@ContrarianCurse lol you think itll be an $nvda $avgo $intc monopoly Ill take the under" [X Link](https://x.com/masayoshisson/status/1968855829232107614) 2025-09-19T01:53Z [---] followers, [---] engagements "I disagree my thoughts: $crwv's deprecation cycle of [--] years is particularly aggressive (unlike comps cf below) hyperscalers are using these infra companies to move capex off balance sheets (totally rationally) in most of the cases it's an asset heavy infra play one that is much more capital intense than market is pricing in and this is exacerbated by the fact if you actually believe in accelerated ai buildout which you have to believe in for this thesis to work in any case doesn't matter as long as the music keeps playing and investors focus solely on growth and not fcf but to say $crwv is a" [X Link](https://x.com/masayoshisson/status/1969059892796195311) 2025-09-19T15:23Z [---] followers, [---] engagements "@luckyca66355138 the consumer/ smb finance sector cannot trade much lower imo exceptional rr this will only be a qq of time but yes it may take longer than dec" [X Link](https://x.com/masayoshisson/status/1969869394625855678) 2025-09-21T21:00Z [---] followers, [--] engagements "the qq should be: if we get to AGI do we want to live in a world where the middle east controls vast ai resources why do we consider giving that home grown advantage away as americans In the future there will be a quasi-infinite amount of compute and power that will look to revolutionize every industry of the global economy through AI. I was so impressed with Sheikh Tahnoons vision for this future and the role of the UAE in it. Im excited to come back In the future there will be a quasi-infinite amount of compute and power that will look to revolutionize every industry of the global economy" [X Link](https://x.com/masayoshisson/status/1970616827001872739) 2025-09-23T22:30Z [---] followers, [---] engagements "$baba they indeed have opened these are the US hedge funds piling in the broader retail rotation (esp. as US markets will take a breather) still outstanding well be at $200 soon - patience at $177 $baba is still -41% off aths and -23% below my fair value" [X Link](https://x.com/masayoshisson/status/1970814737102389409) 2025-09-24T11:37Z [---] followers, [--] engagements "$hsi $kweb $baba gs on contrarian trades 1- long china tech 2- long germany domestic consumption pick's not too tough if you ask me https://www.youtube.com/watchv=H9muw7mHH0U https://www.youtube.com/watchv=H9muw7mHH0U" [X Link](https://x.com/masayoshisson/status/1971686912751817023) 2025-09-26T21:22Z [---] followers, [---] engagements "@realsteveeisman just mentioned $oklo as a potentially interesting AI energy play for those of you that dont know him he was the first one to short subprime paper in [----] aka big short genius I generally thought his takes were solid - but boy even considering a LONG on a $20bn mc pre rev co with a heavily stock selling mgmt team that has no technical background (and no product to sell until [----] or very likely later than that) made me throw up my market close coffee 😂 hope everyone has a great weekend" [X Link](https://x.com/masayoshisson/status/1971733917255209102) 2025-09-27T00:29Z [---] followers, [--] engagements "like I said $crwv (among the data center AI plays) is top of my short list they have a depreciation cycle of [--] () years ie the most lenient of all of them I just cannot wrap my head around how quickly wall street moved from the saas/ asset light era to throwing money after not only extremely asset heavy but also non sustainable p&ls call me peak contrarian but these are NOT news (at least to me) - the truth is right in front of you the hyperscalers laugh when they convert their bloated balance sheets into neat variable opex lines ie outsource their capex to these shitcos open your eyes and" [X Link](https://x.com/masayoshisson/status/1971747303800058000) 2025-09-27T01:22Z [---] followers, [---] engagements "@SixSigmaCapital how do you justify the 3-6 year d&a cycles for any of them given $nvda is on an annual product release cycle delivering 30x performance increases $crwv is the absolute worst with [--] years" [X Link](https://x.com/masayoshisson/status/1971749591516426336) 2025-09-27T01:31Z [---] followers, [---] engagements "@SixSigmaCapital yes theres different shades of shitcos (I agree with you there) but what should it tell you as an investor when both depreciation and capex assumptions are heavily understated" [X Link](https://x.com/masayoshisson/status/1971750940849078760) 2025-09-27T01:37Z [---] followers, [---] engagements "@SixSigmaCapital true but not much better than gambling (not my preferred my investment style) interesting exercise: restate the income statement with [--] years depreciation (still 3x longer what it should be) and look at what operating income actually looks like dont get me started on fcf" [X Link](https://x.com/masayoshisson/status/1971753066589573133) 2025-09-27T01:45Z [---] followers, [---] engagements "@SixSigmaCapital I hope its not $crwv - only a qq of time until the market calls this bluff love the $googl position (although I do think they have a long term monetization problem that no one really wants to talk about just yet) reasonable val though" [X Link](https://x.com/masayoshisson/status/1971754594645823808) 2025-09-27T01:51Z [---] followers, [---] engagements "$iren $crwv $nbis moving up the stack and competing directly with the hyperscalers is the only strategy that could make these shitcos potentially margin sustainable in the long term HOWEVER this is an extremely competitively intense market with significant incumbent moats (think full stack $googl $aws $msft) imo room to run in the short term while supply is heavily constrained - although it takes only a couple more missteps like vibes from $meta and markets will start to raise qq much earlier than many here would like but like I said the hyperscalers are just so much better positioned that" [X Link](https://x.com/masayoshisson/status/1972051719862571249) 2025-09-27T21:32Z [---] followers, [---] engagements "short $crcl question of time until margin converges with zero The big banks are coming for another bailout by attacking crypto. They don't want you to earn rewards on your stablecoin holdings. Our take: competition = better options for consumers. If you wouldnt ban credit card rewards dont ban crypto rewards. https://t.co/ALu1luU7sx The big banks are coming for another bailout by attacking crypto. They don't want you to earn rewards on your stablecoin holdings. Our take: competition = better options for consumers. If you wouldnt ban credit card rewards dont ban crypto rewards." [X Link](https://x.com/masayoshisson/status/1972861145498472934) 2025-09-30T03:08Z [---] followers, [---] engagements "@otwftw @chamath I guess you're long $open" [X Link](https://x.com/masayoshisson/status/1972862726541337006) 2025-09-30T03:15Z [---] followers, [---] engagements "@dirtygreenpaper @MarvinMicka 1- I think were on the same page that $baba beats $jd in all aspects 2- not sure who fins the dogshit face contest between the two of us - lets call it a win-win 😂 3- nothing against my father in a parallel universe" [X Link](https://x.com/masayoshisson/status/1973072511249121343) 2025-09-30T17:08Z [---] followers, [---] engagements "@SixSigmaCapital yes and guess what - none of these can beat the hyperscalers also because they lose pricing power in the medium/ long term unless they can move up the cloud stack to underwrite these as investments (not trades) you have to believe they can become the next aws/ gcp/ azure" [X Link](https://x.com/masayoshisson/status/1973186681491824743) 2025-10-01T00:42Z [---] followers, [--] engagements "$aero second community launch (after highly successful $synd) incoming you're still early https://t.co/EvNT1TMRJ6 https://t.co/EvNT1TMRJ6" [X Link](https://x.com/masayoshisson/status/1973433477006790925) 2025-10-01T17:03Z [---] followers, [---] engagements "@ASRoma1960 @Tesla what do you mean" [X Link](https://x.com/masayoshisson/status/1973450498998141253) 2025-10-01T18:10Z [---] followers, [--] engagements "@r_goln @DataDInvesting if you don't understand my message let me state it more clearly: the 'business' is at the brink of collapse" [X Link](https://x.com/masayoshisson/status/1973464294974263361) 2025-10-01T19:05Z [---] followers, [--] engagements "@DataDInvesting can I read your perspective somewhere genuinely curious" [X Link](https://x.com/masayoshisson/status/1973464550180790639) 2025-10-01T19:06Z [---] followers, [--] engagements "@VinnyEcom yes let's see how long these desperate bounce backs last" [X Link](https://x.com/masayoshisson/status/1973464891236426011) 2025-10-01T19:07Z [---] followers, [--] engagements "crypto is lagging public tech equity performance to a degree long not seen overlooked opportunity imo think we have decent chances of a face ripper into year end unless we get a global calamity (china-taiwan nato-russia) rr exceptional fundamental tickers of choice: $eth $aero $akt (neoclouds going absolutely nuts while we have a cloud + crypto narrative with a working mainnet) no shitcoins pls - thx" [X Link](https://x.com/masayoshisson/status/1973569283218174271) 2025-10-02T02:02Z [---] followers, [--] engagements "idk about what you think of this but pretty sure sora [--] wouldve outperformed At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ" [X Link](https://x.com/masayoshisson/status/1973579616779731417) 2025-10-02T02:43Z [---] followers, [--] engagements "$open idk about what you think of this but pretty sure sora [--] wouldve outperformed At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ" [X Link](https://x.com/masayoshisson/status/1973582318968381724) 2025-10-02T02:54Z [---] followers, [---] engagements "$open bracing for ft heckling but seems like $open cannot really catch a bid $8.50 what happened to the 'open army' do they begin to realize they need a new wave of buyers coming in at size steam's running out quicker than everyone here thought over the past few weeks and narratives shift quickly for this house of cards to implode just have to wait for one significant drawdown and retail impatience to take over (yes @ericjackson why not $82 yet) - or until @rabois dropping the company the second time - or the company going straight into bankruptcy as creditors take over many paths leading" [X Link](https://x.com/masayoshisson/status/1973585681155871117) 2025-10-02T03:07Z [---] followers, [---] engagements "@dmytro_petryna @SilbergleitJr very fair point that catalyst is somewhat indirect though as this credit is mostly in private hands" [X Link](https://x.com/masayoshisson/status/1973738867946905830) 2025-10-02T13:16Z [---] followers, [---] engagements "if you're a late-stage tech private co ceo with an AI narrative and you're not thinking about going public within the next [--] months ngmi the next year will be wild lol" [X Link](https://x.com/masayoshisson/status/1973742219116052652) 2025-10-02T13:29Z [---] followers, [--] engagements "$open sora [--] would've outperformed At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ" [X Link](https://x.com/masayoshisson/status/1973744177944109175) 2025-10-02T13:37Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@masayoshisson Masa’s Son
Masa’s Son posts on X about $aero, $baba, aero, china the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +611%
- [--] Month [------] -68%
- [--] Months [---------] +510%
- [--] Year [---------] +37,774,991%
Mentions: [--] #
- [--] Month [--] -53%
- [--] Months [---] +163%
- [--] Year [---] +55,300%
Followers: [-------] #
- [--] Week [---] +0.18%
- [--] Month [---] +0.93%
- [--] Months [---] +136%
- [--] Year [---] +3,793%
CreatorRank: [---------] #
Social Influence
Social category influence stocks cryptocurrencies technology brands finance exchanges countries celebrities social networks automotive brands currencies
Social topic influence $aero, $baba #124, aero, china, baba, coinbase, base, ai, $lu, binance
Top accounts mentioned or mentioned by @base @coinbase @czbinance @binance @aerodromefi @zoomyzoomm @chamath @ustraderep @elonmusk @sixsigmacapital @ericjackson @rabois @4wnshtf @mathlonning @jessepollak @wagmialexander @baseapp @luckyca66355138 @hydrexfi @nataninvesting
Top assets mentioned Aerodrome (AERO) Alibaba Group (BABA) Coinbase Global Inc. (COIN) Lufax Holding Ltd (LU) Ethereum (ETH) CoreWeave, Inc (CRWV) Uniswap (UNI) Circle Internet Group, Inc. (CRCL) Opendoor Technologies Inc Common Stock (OPEN) NVIDIA Corp. (NVDA) IonQ, Inc. (IONQ) Hydrex (HYDX) Alphabet Inc Class A (GOOGL) Oklo Inc. (OKLO) Bitcoin (BTC) Advanced Micro Devices (AMD) Iris Energy Limited (IREN) Syndicate (SYND) Uber Technologies, Inc. (UBER) Akash Network (AKT) Duolingo, Inc. (DUOL) Robinhood Markets, Inc. (HOOD) SPX6900 (SPX) ACM Research, Inc. Class A Common Stock (ACMR) USDC (USDC)
Top Social Posts
Top posts by engagements in the last [--] hours
"$QIFU - 1/3 earnings beat within Chinese consumer/ SMB finance sector Up 11% on Q424 earnings. Loan balance growth turning positive. Momentum confirmed for Jan [--]. $FINV next then $LX following later this week $LU outstanding too gaining conviction that chinese consumer + SMB finance offers one of the most asymmetric risk-reward profiles in the short to medium term gaining conviction that chinese consumer + SMB finance offers one of the most asymmetric risk-reward profiles in the short to medium term"
X Link 2025-03-17T23:24Z [---] followers, [---] engagements
"Anyone here following consumer/ SMB finance $LU $LX $QIFU $FINV"
X Link 2025-03-19T13:27Z [---] followers, [----] engagements
"To restore faith in government can we stop government officials from insider trading @elonmusk @SpeakerPelosi's exploitation of privileged info (recently with @TempusAI) has built her a $200m+ fortune. This must end"
X Link 2025-01-25T06:21Z [--] followers, [--] engagements
"@GabGrowth $LU and $LX"
X Link 2025-03-06T16:44Z [--] followers, [--] engagements
"$FINV - 2/3 earnings beat this week complete +9% on Q424 earnings. +3% operating margin improvement on strongest quarterly sales +6% QoQ. Expansion of share repurchase program to $150m for next two years and 2/3x of dividend payout to 20-30% of NI Still trading 1x fwd sales $QIFU - 1/3 earnings beat within Chinese consumer/ SMB finance sector Up 11% on Q424 earnings. Loan balance growth turning positive. Momentum confirmed for Jan [--]. $FINV next then $LX following later this week $LU outstanding too $QIFU - 1/3 earnings beat within Chinese consumer/ SMB finance sector Up 11% on Q424 earnings."
X Link 2025-03-18T01:02Z [--] followers, [---] engagements
"$FINV - 2/3 earnings beat this week complete +9% on Q424 earnings. +3% operating margin improvement on strongest quarterly sales +6% QoQ. Expansion of share repurchase program to $150m for next two years and 2/3x of dividend payout to 20-30% of NI Still trading 1x fwd sales"
X Link 2025-03-19T03:18Z [--] followers, [--] engagements
"Market gapped up to +20%. Youre early. Still trading 1x sales and 7x earnings Truly exciting. Lets see what $LX will do after its 5x in past [--] months"
X Link 2025-03-19T03:19Z [--] followers, [--] engagements
"$LX 3/3 Chinese consumer/ SMB finance this week at -10% pullback on earnings release In my view: market expected more aggressive top line guidance (fair in light of the [--] bagger LTM). Fundamentals point to growth reversal in FY25 with loan balance almost flat QoQ"
X Link 2025-03-19T03:21Z [--] followers, [--] engagements
"this is the catalyst for a massive expansion of SMB credit in the near term banks will have to streamline the lending process as theyre encouraged by the Chinese gvmt to aggressively expand lending massive opportunity for credit intermediary $LX http://t.m.china.org.cn/convert/c_OVvUCPDD.html http://t.m.china.org.cn/convert/c_OVvUCPDD.html"
X Link 2025-03-19T21:59Z [--] followers, [--] engagements
"@SixSigmaCapital Yes. The sector will heavily rerate this year on back of growth reversal that no one has priced in yet. Best RR out there if you ask me. Research so far points to $LU (deep deep value). Will keep you posted"
X Link 2025-03-20T13:59Z [--] followers, [--] engagements
"after years of overregulation and a capitulating economy the Chinese gvmt embraces risk and encourages lending to the private sector the chances of a trend reversal and the opportunity for SMB credit intermediaries (like $LU) cannot be understated http://t.m.china.org.cn/convert/c_OVvUCPDD.html http://t.m.china.org.cn/convert/c_OVvUCPDD.html"
X Link 2025-03-20T14:52Z [--] followers, [--] engagements
"@zoomyzoomm Garmin 😂"
X Link 2025-03-24T22:56Z [--] followers, [--] engagements
"@zoomyzoomm strongly agree to disagree Fed will have to cut given govt debt refinancing deteriorating corporate credit eventually slowing consumer confidence and an administration exerting pressure + CPI so far cool but what do I know - window is certainly tight"
X Link 2025-04-11T03:16Z [--] followers, [--] engagements
"@sama from first principles it doesnt make sense diversification and fear of taking risk (and getting fired) allocators at the largest LPs (sovereigns pensions etc.) unfort get paid to be consensus and not contrarian nobody gets fired to write a cheque into a mediocre VC firm"
X Link 2025-05-06T00:21Z [--] followers, [--] engagements
"$CRWV now marked 4x vs IPO and rapidly approaching $100bn market cap pure momentum with tons of inbound sell pressure the stock is uninvestable let me know if interested in a complete thesis write-up"
X Link 2025-06-04T23:42Z [--] followers, [--] engagements
"market is looking increasingly risk on tech IPOs popping M&A slowly accelerating too over last [--] months we had $CHYM - TBD $CRCL - indicated at 2x IPO price $ETOR - 2x vs IPO $CRWV - 4x vs IPO Wiz Google"
X Link 2025-06-05T16:34Z [--] followers, [---] engagements
"more competition means stablecoin issuers will be forced to pay out their profits to customers to retain or drive adoption its a literal race to the bottom eroding profit margins to 0"
X Link 2025-06-11T23:18Z [--] followers, [--] engagements
"this ignores the broader point of interest rate risk youd need to be comfortable with yet the stock is trading at 100x fwd earnings be careful out there"
X Link 2025-06-11T23:19Z [--] followers, [--] engagements
"IPO update lots of momentum albeit lack of seller pressure and in spite of questionable business quality still need to look deeper into $VOYG $CHYM - TBD $VOYG - 1.9x vs $31 IPO $CRCL - 3.7x vs $32 IPO $ETOR - 1.2x vs $51 IPO $CRWV - 3.9x vs $39 IPO"
X Link 2025-06-12T02:44Z [--] followers, [---] engagements
"@DeepValueBagger dude the business earns a net spread that will get competed to [--] as comps ramp interest payouts to customers this is not winner takes all. in fact theres [--] customer lock-in its all hype right now no fundamentals why are you promoting this"
X Link 2025-06-19T17:46Z [--] followers, [--] engagements
"89Y2dTn9UW9Ce6z7LXL3BVMALETY5fQx5LMLDVj2zwDJ was exposed as James wallet from @DataC58218 in the post below https://x.com/datac58218/status/1927466358859604266s=46 Big thread 🧵🧵 on #SOLANA $MOONPIG & $TITCOIN tokens following my yesterdays post. Before reading further please follow @DataC58218 for more on chain updates 🙂🙂 [--] I have quoted post because we have reference to James Wynn's public wallet timing & some accusations of https://t.co/ZYmGBtf8ud https://x.com/datac58218/status/1927466358859604266s=46 Big thread 🧵🧵 on #SOLANA $MOONPIG & $TITCOIN tokens following my yesterdays post."
X Link 2025-06-20T01:47Z [--] followers, [--] engagements
"@DataC58218 Sent 3.7m tokens to 8tf2Nb6AcSAxwTgZMEZ7RKKpNBiY2HGtoCtQ4kHQ1wrK this wallet has been dormant since moonpig founding but has started to sell off tokens today 1.4m and 1.3m oddly enough these sales are aligned with the exact time stamps @JamesWynnReal hyped up the TG community"
X Link 2025-06-20T01:50Z [--] followers, [---] engagements
"@RuglordAI @moonpigmeme @JamesWynnReal in fact he started rugging form one of his wallets yesterday 3M tokens community hasnt realized theyre his exit liquidity 8tf2Nb6AcSAxwTgZMEZ7RKKpNBiY2HGtoCtQ4kHQ1wrK"
X Link 2025-06-20T10:34Z [--] followers, [--] engagements
"@RuglordAI @moonpigmeme @JamesWynnReal 2/3 3.7M $moonpig tokens were acquired at $1m market cap on May [--] (and then transferred to the 8t wallet) 89Y2dTn9UW9Ce6z7LXL3BVMALETY5fQx5LMLDVj2zwDJ"
X Link 2025-06-20T11:08Z [--] followers, [--] engagements
"@RuglordAI @moonpigmeme @JamesWynnReal 3/3 the consolidated wallet then started dumping with timelines exactly aligned with his pumps in the TG group yesterday twice for a total of 3M the slow rug is upon the community and they havent realized 8tf2Nb6AcSAxwTgZMEZ7RKKpNBiY2HGtoCtQ4kHQ1wrK"
X Link 2025-06-20T11:10Z [--] followers, [--] engagements
"its not if but when $baba will launch a CNY denominated stable coin"
X Link 2025-07-04T18:38Z [--] followers, [--] engagements
"one fact many overlook which meta equivalent exists in europe as the AI talent war intensifies the demand continues to be driven by the US (and China as we saw with deepseek) europe is nowhere close and feels increasingly left behind"
X Link 2025-07-05T17:50Z [--] followers, [--] engagements
"$aero still trading at 3.3x fees or 47% discount vs. every other DEX (with arguably less efficient protocol designs) one of the most undervalued DeFi projects in crypto is $aero"
X Link 2025-07-10T18:16Z [---] followers, [---] engagements
"for comparison $uni trades at 5.1x LTM fees and 9.8x on a FDV basis implying 50% upside from multiple arbitrage alone that doesn't account for accelerating base chain growth is this a winning setup with catalytic potential in a DeFi renaissance run I certainly think so"
X Link 2025-07-10T18:44Z [--] followers, [--] engagements
"major upside catalysts include - $coin DEX integration (July 16) and access to 10m MAU - even if only 1% convert to $aero users that's 2x current user base - $coin cb assets allowing for max efficient on-chain activity (e.g. lending yield farming) - lack of native base coin"
X Link 2025-07-10T18:45Z [--] followers, [---] engagements
"this is incredible how can you not be an @elonmusk fan developing capabilities that outpace any other AI lab in depth & breadth (at this moment) including: robotics (w/ optimus integration) coding (prop model) video (prop model) It's time Be one of the first to see Grok [--] in action LIVE on X now with @elonmusk and @xAI https://t.co/3lYiJpTOlz It's time Be one of the first to see Grok [--] in action LIVE on X now with @elonmusk and @xAI https://t.co/3lYiJpTOlz"
X Link 2025-07-10T20:07Z [--] followers, [--] engagements
"insane starting to understand the potential MOATs @elonmusk is building watching the @grok [--] release: - real time data insights: @X - interface with physical world: @Tesla_Optimus and ultimately @neuralink - instant media creation: maybe @X $nflx disrupter 👀"
X Link 2025-07-10T20:18Z [--] followers, [--] engagements
"defi summer - defi renaissance [----] 👀 $aero $eth $uni"
X Link 2025-07-10T22:42Z [--] followers, [---] engagements
"@SixSigmaCapital mind thats ant international no doubt in mind that ant or $baba will launch a CNY/HKD denominated stable coin in an attempt to close the gap to USDT/ USDC"
X Link 2025-07-10T23:13Z [--] followers, [---] engagements
"the grift of @pumpdotfun doesnt stop rather than distributing all revenue back into the ecosystem the team continues to extract disappointing @jessepollak & @wagmiAlexander: what about a ecosystem first launchpad on @base 👀 there has to be a better way Pretty wild that over the last year @AerodromeFi + @pumpdotfun generated comparable amounts of REV. Aerodrome was a Pump level breakout product for @base but received a fraction of the mindshare. And all that revenue went to $veAERO voters. 🫡 https://t.co/EzMCPnlGQF Pretty wild that over the last year @AerodromeFi + @pumpdotfun generated"
X Link 2025-07-10T23:29Z [--] followers, [--] engagements
"the narrative on $eth flipped so quickly its truly unfathomable how little independent thinking the majority of people do remember this was pre ATH on a 15% move"
X Link 2025-07-11T05:27Z [--] followers, [--] engagements
"any $crcl bulls who want to weigh in on this literally [--] MOAT - exactly as I said pre IPO one of the best short setups trading at 257x earnings 😂 JUST IN: JPMorgan CEO Jamie Dimon says the company will get involved in crypto stablecoins. https://t.co/ePIYy178m9 JUST IN: JPMorgan CEO Jamie Dimon says the company will get involved in crypto stablecoins. https://t.co/ePIYy178m9"
X Link 2025-07-15T16:20Z [--] followers, [---] engagements
"@DeepValueBagger youve made better calls $crcl still has no moat and not sure what we expect after a 6x rr seems widely off when the lockups expire this will trade $50"
X Link 2025-07-16T01:20Z [--] followers, [---] engagements
"how 1- as a customer do you really care whether you transact in USDE or USDC all things being equal as long as theyre both based in the US 2- right now the company earns a yield spread. once customers participate in yield youll choose the highest % as a rational customer. competition drives race to the bottom this is at best a 10% operating margin business as theres also no leverage"
X Link 2025-07-16T01:31Z [--] followers, [--] engagements
"@DeepValueBagger lol therere network effects that keep me on X therere [--] network effects for USDC"
X Link 2025-07-16T01:33Z [--] followers, [--] engagements
"@DeepValueBagger that doesnt make any sense to me you think USDC will be the only US based stable coin and retain this monopoly free market allows for billions of risk free spread come on"
X Link 2025-07-16T01:38Z [--] followers, [--] engagements
"hot take and think youre conflating a few things here user minutes on social media are not monopolized by facebook. in fact its quite the opposite. just look at instagram snapchat tiktok x why because theyre better products the same dilution of user minutes will happen to $crcl. just here itll be much faster and driven by higher yields that will erode profits to 0"
X Link 2025-07-16T01:48Z [--] followers, [--] engagements
"this is actually real and good progress for @base if I understand correctly users will be able to use @baseapp to check out at any @Shopify merchant crypto onramp to $300bn GMV and 5m merchants bullish for base ecosystem without a doubt Base Pay is now on @Shopify Were going to roll this out to every merchant. Brands like Erewhon are already supporting USDC payments. - @Alex_Danco Shopify Oh and 1% cashback in the U.S. for anyone who pays with USDC on Base. https://t.co/Y8ZqC7qenw Base Pay is now on @Shopify Were going to roll this out to every merchant. Brands like Erewhon are already"
X Link 2025-07-17T00:23Z [---] followers, [--] engagements
"@ayyyeandy $aero should be one of the biggest beneficiaries"
X Link 2025-07-17T15:38Z [--] followers, [--] engagements
"yep $pump is a short from here - and it was always clear in hindsight if youre not an insider youll get burned thats how its always been for memes pretty confident @base (once up and running with the new app and mini apps) paves a more sustainable path towards fun in crypto This either ends up as the best trade of my life or I go down with the $PUMP ship https://t.co/nwjfLYsu6c This either ends up as the best trade of my life or I go down with the $PUMP ship https://t.co/nwjfLYsu6c"
X Link 2025-07-17T20:55Z [--] followers, [---] engagements
"$baba love to see it as I said a few weeks ago major upside catalyst for chinese tech names are HKD/ CNY denominated stable coins"
X Link 2025-07-18T02:32Z [--] followers, [---] engagements
"max 20-30% there - and arguably the [--] ATH is not comparable 👀"
X Link 2025-07-18T07:08Z [--] followers, [--] engagements
"@hidekiv8 eth has a long way up once people understand the use case (eg stable coins smart contracts) better takes time"
X Link 2025-07-18T13:24Z [--] followers, [--] engagements
"remember $xrp is not cheap at $3.50 because $btc is $120000"
X Link 2025-07-18T14:04Z [--] followers, [--] engagements
"@zxyzed @jdorman81 yes https://x.com/masayoshimoritz/status/1943373747546665331s=46 $aero still trading at 3.3x fees or 47% discount vs. every other DEX (with arguably less efficient protocol designs) one of the most undervalued DeFi projects in crypto is $aero https://t.co/UPyBMbipL7 https://x.com/masayoshimoritz/status/1943373747546665331s=46 $aero still trading at 3.3x fees or 47% discount vs. every other DEX (with arguably less efficient protocol designs) one of the most undervalued DeFi projects in crypto is $aero https://t.co/UPyBMbipL7"
X Link 2025-07-18T18:32Z [---] followers, [---] engagements
"@jdorman81 whats a far superior bet $aero https://x.com/masayoshimoritz/status/1943373747546665331s=46 $aero still trading at 3.3x fees or 47% discount vs. every other DEX (with arguably less efficient protocol designs) one of the most undervalued DeFi projects in crypto is $aero https://t.co/UPyBMbipL7 https://x.com/masayoshimoritz/status/1943373747546665331s=46 $aero still trading at 3.3x fees or 47% discount vs. every other DEX (with arguably less efficient protocol designs) one of the most undervalued DeFi projects in crypto is $aero https://t.co/UPyBMbipL7"
X Link 2025-07-18T18:33Z [--] followers, [--] engagements
"$uni had an early move towards the upside and will continue to run given recognition and cross eth ecosystem play better upside is $aero though - once @base really starts its upside move this should really trade 2x ath with $eth hitting $4-5k catalysts: - new @baseapp has viral potential imo team is building community for eventual launch via waitlist (which I think is smart if they dont wait to long) - cb assets and on chain activity picking up (eg lending defi) - tokenization if stocks (@coinbase has to move here and preempt $hood l2 launch imo theyre well positioned given they already have"
X Link 2025-07-18T18:50Z [---] followers, [--] engagements
"@Keisan_Crypto lol please take a look at $aero then clearly mindshare is not with utility projects at this moment"
X Link 2025-07-18T18:59Z [---] followers, [---] engagements
"open note to @brian_armstrong and the @base team you've had incredible success building the dominant L2 on ETH - congratulations you now have an unprecedented opportunity to bring the world onchain by catching max mindshare but to get there you need to move faster than the competition (which is not only coming from the conventional stock investment world but also social networks like X itself) to give yourself the best chance of establishing @baseapp as THE multi way entry gate to crypto the time to act is NOW give the people what they want: a crypto first super app with immediate and broad"
X Link 2025-07-20T18:15Z [---] followers, [----] engagements
"@ArbitrageAndy1 disagree how can we be at majority when 1% of global value is accounted for by crypto market cap (assuming global net worth is $500tn)"
X Link 2025-07-21T19:08Z [---] followers, [---] engagements
"wait is trump just doing everything in his power to push equity values higher and shift focus away from the epstein files fed push crypto 401ks - these are all relatively extreme outliers if were honest"
X Link 2025-07-22T04:47Z [---] followers, [--] engagements
"wait is trump just doing everything in his power to push equity values higher and distract from the epstein files fed push crypto 401ks - these are all relatively extreme outliers if were honest"
X Link 2025-07-22T05:35Z [---] followers, [--] engagements
"@zerohedge hell make it $2tn"
X Link 2025-07-23T02:14Z [---] followers, [---] engagements
"@VirtualBacon0x $aero"
X Link 2025-07-23T05:18Z [---] followers, [---] engagements
"with a japan and europe trade deal out of the way china moves among the last significant US trade partners to make a deal china has increasingly limited room to drag a deal without inflicting pain on its own economy - and take a major blow on its foreign relations and diplomacy you have to admit thats an incredible testament of strength for the US (and trump)"
X Link 2025-07-23T16:45Z [---] followers, [--] engagements
"Yea no I think well have to get comfortable with a world where we as investors are fine trading off cash flows for the next [--] years for much higher top line and profitability growth 5-10 years out thats the innovation bet quesiton is how fast wall street will demand ROI on CAPEX"
X Link 2025-07-23T20:41Z [---] followers, [--] engagements
"@imperooterxbt *before the brainrot part of crypto goes to 0"
X Link 2025-07-23T21:07Z [---] followers, [--] engagements
"$pump wait so you want to tell me you bought the coin of a crypto launchpad without any utility lockups for investors or capital allocation plans for newly raised capital (in the absence of any competitors surging in market share past this project without any need for a capital raise) and you tell me you support a team that has continuously dumped on the ecosystem it launched on (and everything to enrich itself) betrayed core partners such us @solana or @RaydiumProtocol this was always a [--] but the ICO was the missing catalyst well done @pumpdotfun and @a1lon9"
X Link 2025-07-23T22:01Z [---] followers, [---] engagements
"@badandevill thats the point - its a play on the dominant ETH L2 but also cb assets open up the chain for the most important assets or what other ETH L2s do you actually use/ see potential in"
X Link 2025-07-25T01:13Z [---] followers, [--] engagements
"@0xPradaa how exactly do $pump holders benefit from the revenue generated"
X Link 2025-07-26T13:13Z [---] followers, [---] engagements
"On open source Im less concerned with that tbh For consumer - OpenAI its less about the latest frontier model and more about convenience. Open source you still need to deploy. OpenAI has done a good job at starting to build out the one AI subscription you need. Rising switching costs (memory etc) and network effects will drive the brand value For enterprise - Anthropic open source will remain niche. I believe that when companies truly move their complete code bases to AI theyll want to have a counterparty which can be trusted. On investment perspective: For consumer - OpenAI the case is do I"
X Link 2025-07-30T04:33Z [---] followers, [--] engagements
"@eliant_capital one of the most contrarian bets out there arguably the one with the best risk reward imo"
X Link 2025-07-30T20:45Z [---] followers, [--] engagements
"panicans after 3% gdp growth and massive q2 earning beats"
X Link 2025-07-30T20:49Z [---] followers, [--] engagements
"@theallinpod @chamath at the same time he praised his cds trade if the stock market rips I win and if it drops I also win what a loser"
X Link 2025-07-30T23:07Z [---] followers, [---] engagements
"@The_Analyst_Lab isnt it obvious to you that at this point market is evaluating AI potential $googl lags because people are cautious whether itll erode the search business the story for $msft is much cleaner $meta somewhat"
X Link 2025-07-31T15:14Z [---] followers, [---] engagements
"@thereisnomax @akashnet_ fundamentals accelerating love to see it"
X Link 2025-07-31T16:23Z [---] followers, [---] engagements
"yes hard to see how they wouldnt be traded traded on @coinbase and @base $aero my fellow contrarian investors SEC LAUNCHES PROJECT CRYPTO TO MOVE ALL MARKETS ONCHAIN: SEC SEC LAUNCHES PROJECT CRYPTO TO MOVE ALL MARKETS ONCHAIN: SEC"
X Link 2025-07-31T17:09Z [---] followers, [---] engagements
"@cpaik what about oligopolies (ie the most likely structure for models on the frontier)"
X Link 2025-08-03T20:43Z [---] followers, [---] engagements
"@wagmiAlexander @base what does the further roadmap look like I think theres a ton of potential here but would be great to get your thoughts where you want to take the project next"
X Link 2025-08-06T00:08Z [---] followers, [--] engagements
"@JulienTechInvst @paulbrain258 @HolySmokas have you considered that they had to strip out 20%+ of revs bc of china nvidia hasnt reported yet yes itll be stronger performance but also theyll see a bump"
X Link 2025-08-06T01:51Z [---] followers, [---] engagements
"$amd really solid quarter imo - and the negative sentiment is not new (especially when the competition is called $nvda) updating model to reflect 40% upside (see below) for $230 fair value after hour selloff due to only 14% yoy data center growth and operating loss amid china export restrictions and MI350 ramp - Revenue: $7.7bn +32% yoy - Operating margin: 12% vs 22% Q224 - data center (GAAP): -5% vs 26% - FCF: 15% - EPS: $0.48 -30% yoy expect market to turn green within a few days on very strong Q3 revenue guide at +28% yoy (given lisas usually very conservative stance and excluding MI308"
X Link 2025-08-06T02:04Z [---] followers, [---] engagements
"$amd usually don't pay much attention to sell side but street view is pretty clear barclays: raise $130 - $200 raymond james: raise $120 - $200 piper sandler: raise $140 - $190 evercore: raise $144 - $180 citi: raise $165 - $180 jpm: raise $120 - $180 baird: raise $140 - $175 deutsche: raise $130 - $150 gs: raise $140 - $150 ms: lower $185 - $168"
X Link 2025-08-06T15:10Z [---] followers, [---] engagements
"my high conviction contrarian tech positions as of august [--] regularly sharing thoughts & updates #1 long china tech esp AI meta - $baba #2 long $eth defi esp @base ecosystem - $aero #3 long decentralized AI infrastructure - $akt #4 long us chips esp runnerup - $amd #5 long chinese consumer/ smb finance - $lu #6 opportunistic shorts: $crcl $crwv $duol $uber"
X Link 2025-08-06T19:29Z [---] followers, [---] engagements
"idk what these clowns are doing lol 20% cloud growth for next quarter is low but thats also why their price target is low - esp after wu indicated 18% was not representative on a more serious note also wonder when street realizes the conglomerate discount shouldnt apply given AI synergies"
X Link 2025-08-08T08:15Z [---] followers, [--] engagements
"@ArbitrageAndy1 why would you sell eth (unless you want to trade) its clear from now crypto is the future - stablecoins all on the eth tokenization of real world assets will happen on eth institutions (and next sovereigns) buying in why would you ever sell"
X Link 2025-08-08T18:56Z [---] followers, [--] engagements
"the less obvious aspect of the 401k unlock is that itll trigger a rewrite of what both accredit and qualified investor status means that will be the next step function unlock for private markets"
X Link 2025-08-09T07:00Z [---] followers, [--] engagements
"+30% since positing this and reminding you this is still so early not taking a victory lap - but letting you know that Im typing up an in depth research piece on the mystery behind $aero tokenomics and in specific inflation (and why its not a concern) price target remains $4-5 although it may turn into a longer term core hold as my research progresses"
X Link 2025-08-09T11:40Z [---] followers, [--] engagements
"as the $eth trade resurges $sol has a chance to reinvent itself and reemerge as a credible alternative l1 with fast/ scalable txs and less dependence on shitcoin trading healthy evolution imo"
X Link 2025-08-09T12:13Z [---] followers, [--] engagements
"seems like $mamo is the project with more potential and probably more mindshare (for the team as well) - given it also now integrates with $aero (apart from just $well) wouldn't be surprised to see the team progressively focus on $mamo for that reason curious to hear your thoughts"
X Link 2025-08-09T12:23Z [---] followers, [---] engagements
"@aixbt_agent what are the best defi agents with solid token design out there $mamo's 65% team allocation in disguise is a red flag to me"
X Link 2025-08-09T13:15Z [---] followers, [--] engagements
"@amitisinvesting buy $aero the decentralized exchange that @coinbase just integrated go crypto native do sth onchain dont just trade be part of forming the future you want"
X Link 2025-08-10T00:24Z [---] followers, [--] engagements
"@amitisinvesting @PLTR4US theyll have a hard time finding crypto customers let me tell you that anything 5% will get competed away unless youre targeting fully retarded investors"
X Link 2025-08-10T00:26Z [---] followers, [--] engagements
"non sense literally @coinbase has a fully working self developed $eth derivative blockchain (@base) $hood has [--] as of now (plus a business model that is literally based on bribes by citadel) - coinbase takes a share of txs that customers are willing to pay one things for sure - this is going to be an interesting battle but if you want to play a crypto theme stay closer to crypto natives vs hypothetical winners"
X Link 2025-08-10T00:30Z [---] followers, [---] engagements
"moMEnTuM iS a MoAt Ok @a16z We're in NY times now for $600k No company can compete with @cluely https://t.co/pOSDB0nske We're in NY times now for $600k No company can compete with @cluely https://t.co/pOSDB0nske"
X Link 2025-08-10T18:34Z [---] followers, [---] engagements
"$amd love these news wall street forced to revise estimates heavily to the upside now that we have a clear and predictable path towards accessing the chinese market the biggest ex-us https://www.wsj.com/tech/trump-administration-to-take-15-cut-of-nvidia-and-amd-chip-sales-to-china-f9e34b5fst=U8PoPP https://www.wsj.com/tech/trump-administration-to-take-15-cut-of-nvidia-and-amd-chip-sales-to-china-f9e34b5fst=U8PoPP"
X Link 2025-08-11T11:04Z [---] followers, [--] engagements
"can someone check in on @chamath I'm worried for his cds and 5-yard leveraged mag7 vs. sp500 spread trade"
X Link 2025-08-12T18:07Z [---] followers, [---] engagements
"$crcl indeed fair value for me is $50 per share (which is still 60% vs IPO price ppl forget) one of the best short setups of this time highly contrarian exactly as I like it @Tether_to is invited to participate in the us markets (in fact the genius act invites many players to gain max adoption rate ahead of competitors like euro and eventually yuan backed stablecoins) this is a fundamentally unattractive market as companies have [--] MOAT (I dont care whether its USDC USDT or USDX I care what gives me most yield after passing a liquidity threshold) more players = profit margins get eroded to 0"
X Link 2025-08-12T21:54Z [---] followers, [---] engagements
"you have crypto momentum on your side (and rate cuts) but once you have one credible competitor in the US (which is @Tether_to) this will go back to IPO price faster than you think its simply not a good long term hold and highly risky in the short term been saying enough lol good luck sir (will let you know once Ive had time to put proper thought to paper)"
X Link 2025-08-12T22:00Z [---] followers, [--] engagements
"$kweb $baba @TencentGlobal @meituan $bidu $pdd @TencentGlobal Q225 ER - very good print Revenues (in RMB bn): [---] vs. [---] Normalized EPS (in RMB per share): [----] vs. [----] pay attention the red dragon is rising (again)"
X Link 2025-08-13T08:57Z [---] followers, [---] engagements
"@TheFlowHorse strongly disagree - thatd be the most inefficient market structure ever created the corollary would be every corporation using its own version of mastercard you think thats likely"
X Link 2025-08-13T09:43Z [---] followers, [--] engagements
"china bears getting rekt and the $hsi is still 25% below its [----] ATHs (yea you read that right) TURNOVER ON SSE AND SZSE EXCEEDED [--] TRILLION YUAN FOR THE FIRST TIME SINCE FEBRUARY THIS YEAR #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG https://t.co/nfZWclFlPH https://t.co/c07Pl9hZ8J TURNOVER ON SSE AND SZSE EXCEEDED [--] TRILLION YUAN FOR THE FIRST TIME SINCE FEBRUARY THIS YEAR #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG https://t.co/nfZWclFlPH https://t.co/c07Pl9hZ8J"
X Link 2025-08-13T09:51Z [---] followers, [---] engagements
"couldnt disagree more the corollary would be every corporation launching its own version of visa/ mastercard you think that resembles an efficient market structure L2 thesis is dead. Tether Stripe Circle all launching their own L1s to compete with Ethereum. Rollup security guarantees dont matter when youre using fiat stablecoins or other RWAs. Because those assets are centralized anyway. L2 thesis is dead. Tether Stripe Circle all launching their own L1s to compete with Ethereum. Rollup security guarantees dont matter when youre using fiat stablecoins or other RWAs. Because those assets are"
X Link 2025-08-13T09:59Z [---] followers, [---] engagements
"$crcl what about we reverse the golden goose fattening by having @Mastercard/ @Visa launch their l2s on $eth the most entertaining outcome is the most likely"
X Link 2025-08-13T11:06Z [---] followers, [---] engagements
"$aero to put things into perspective relatively to other dexs $aero trades at a hefty discount (-43% vs median -64% vs $hype) and this is pre actual @coinbase rollout 🤯 circulating mc/annualized revenue: $uni: 4.9x $aero: 5.9x $cake: 9.6x $hype: 16.5x dex median: 10.4x"
X Link 2025-08-13T12:44Z [---] followers, [---] engagements
"my advice: strive to be contrarian $KWEB +3.3% $NDAQ -0.7%"
X Link 2025-08-13T19:12Z [---] followers, [---] engagements
"$baba -3.4% intraday on hot us ppi print 😂 $jd showing earnings strength growing 22% yoy (although not a fan of business model) still selling off 2.5% nothing to be concerned about just shows you inefficient the china stock market is and how little mindshare china has atm"
X Link 2025-08-14T18:10Z [---] followers, [---] engagements
"I chose $aero for a reason think important part of the thesis is @base and @coinbase growth - you have to understand that only a fraction of assets globally trade onchain today and that $aero is a clear bet on increasing volumes with @coinbase bringing assets onchain other l2s may have a chance technically but lack a similarly aligned supply so I think rr is much less attractive imo"
X Link 2025-08-14T18:16Z [---] followers, [---] engagements
"@CatDad0409 @base @coinbase $aero has reached escape velocity imo although $velo shares a lot of the same architecture it hasnt had the success as its growth is geared to l2s outside of @base (which Im not that bullish on frankly)"
X Link 2025-08-14T21:28Z [---] followers, [---] engagements
"$baba $jd michael burry flips bullish on china tepper also retained most of his $baba position peak contrarian until its not youre early 👀 Buy https://t.co/0ZcHdzZY4G Buy https://t.co/0ZcHdzZY4G"
X Link 2025-08-14T21:43Z [---] followers, [---] engagements
"$aero hear me out: full @AerodromeFi integration into @coinbase is nice but how about layering rwas via @OndoFinance natively on top of that"
X Link 2025-08-14T23:10Z [---] followers, [---] engagements
"$aero $ondo $coin hear me out @brian_armstrong full @AerodromeFi integration into @coinbase is nice but how about layering rwas via @OndoFinance natively on top of that"
X Link 2025-08-15T09:29Z [---] followers, [---] engagements
"the ticker is $aero Coinbase should bake in some preference towards Aerodrome into their DEX trade routing algorithm i.e. normally trades should preferentially go through Aerodrome and should only go through Uniswap if they are considerably better than Aerodrome in price/slippage. $AERO Coinbase should bake in some preference towards Aerodrome into their DEX trade routing algorithm i.e. normally trades should preferentially go through Aerodrome and should only go through Uniswap if they are considerably better than Aerodrome in price/slippage. $AERO"
X Link 2025-08-17T17:24Z [---] followers, [---] engagements
"$kweb $hsi $baba $tencent $ndaq $spx uh oh china tech continuing to push on zero hf mindshare once chinese money market moves off the shelves foreign institutional is next (we know what this will look like from q125) with foreign retail coming last exciting times"
X Link 2025-08-22T22:18Z [---] followers, [---] engagements
"@CompoundinGirl lol platform for brainrot purchases without moat (vs douyin) unfort doesnt cut it for me. but all power to you"
X Link 2025-08-23T17:04Z [---] followers, [---] engagements
"@codes_james @binance this is not a zero sum game"
X Link 2025-08-23T17:25Z [---] followers, [---] engagements
"@TihoBrkan all this yapping from the sidelines lol if you were CEO how would you structure the business today imo this restructuring has been long overdue and I like the simple reflection of $babas core business ie commerce and cloud"
X Link 2025-08-23T17:34Z [---] followers, [---] engagements
"@zoomyzoomm you forgot $crcl and $crwv"
X Link 2025-08-24T21:48Z [---] followers, [---] engagements
"@zoomyzoomm you have to appreciate how $crcl whos entire business model hinges on earning a net yield rips on rate cuts thats entirely separate from what I believe is a company that has zero moat (with operating margins eroding to zero too) lol incredible"
X Link 2025-08-24T21:53Z [---] followers, [---] engagements
"@zoomyzoomm do us a favor and at least diversify port into 2/3 names 😂 fine if its all china but just in case market realizes $pdd still facilitates absolute brainrot merchandise (and therere a few players eyeing them retarded buyers eg douyin)"
X Link 2025-08-25T03:11Z [---] followers, [---] engagements
"zero mindshare for insti players who are all focused on beta us plays few days like this $baba over $135 and the tides have turned honestly with $sse ripping for the full past week we may already be there spoke to a few hf cios over recent weeks which reconfirmed: absolutely ZERO lol https://x.com/masayoshimoritz/status/1947310920046182468s=46 https://x.com/masayoshimoritz/status/1947310920046182468s=46"
X Link 2025-08-25T03:25Z [---] followers, [---] engagements
"$pdd 7% yoy rev growth coupled with margin compression is simply not a good quarter - but more importantly the fundamentals start to worry me imo not surprising tho (have never been a fan of $pdd): the business model is focused on extremely price conscious customers focused on low-value and commodity-like products ie customer stickiness may not be as high as everyone thinks Id think that competitors like douyin (tiktok shop) have begun to steal share from $pdd (ie underwhelming topline growth ie potential plateau in sight) hence itll take more capital to defend market share in an extremely"
X Link 2025-08-25T15:37Z [---] followers, [---] engagements
"lol what 😂 Go woke go broke. https://t.co/K0ZEa63wQY Go woke go broke. https://t.co/K0ZEa63wQY"
X Link 2025-08-26T23:40Z [---] followers, [---] engagements
"$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 (15% yoy vs. 7% actual to be compared with 21% $jd) although meituan's business model is entirely geared towards food delivery (70%) and mgmt invested heavily this quarter (89% yoy net profit drop) 7% topline growth is extremely weak () $meituan's business model is being eaten alive"
X Link 2025-08-27T15:46Z [---] followers, [---] engagements
"the interesting thing here is that $aero's fdv proxy is actually its circulating market cap (i.e. compare 5.4x vs. 15.0x median 3x on multiple uplift alone) why 95% of locked tokens are perpetually locked (i.e. they will not be unlocked as voter rewards are tied to lock) this stands in contrast to basically all the other projects here as they have team/ vesting unlocks over time i.e. FDV is the relevant metric to consider"
X Link 2025-08-27T17:08Z [---] followers, [---] engagements
"@Pickle_cRypto soon itll be $aero"
X Link 2025-08-28T01:31Z [---] followers, [---] engagements
"@zoomyzoomm lol I thought you were in VC and knew how market entries work or is your point that instant commerce just is not the right strategy"
X Link 2025-08-28T04:15Z [---] followers, [---] engagements
"disagree on competition could very well be duopoly - looks at us: doordash ($100bn mc on 1/4 of population) uber for restaurant and amazon fresh walmart+ instacart for groceries also xi is really not a fan of monopolies last time I checked instant commerce predominantly in large cities is where we headed so disagree that users wont stick around (actually china has higher propensity of order culture already) $baba best positioned as natural extension of current biz + infra synergies (v close to amazon biz model) + 1bn user base $jd to drop first as last to game/ mismatched competencies (lol"
X Link 2025-08-28T05:13Z [---] followers, [---] engagements
"$baba has 70% market share in AI cloud right now plus owns successful llms such as qwen with adoption (which reinforces lock-in and makes customer acquisition easier as theyre one stop shop) if you believe AI narrative you have to believe that inference workloads will scale and $baba is the picks & shovels play for that with a relatively strong moat (also insulated from us players which would be the only real competition) another upside catalyst could be $baba owning stakes in basically all leading chinese AI startups (in exchange for cloud service) - also that is not priced in"
X Link 2025-08-28T17:10Z [---] followers, [---] engagements
"@zoomyzoomm theres still time to roll $pdd into $baba"
X Link 2025-08-29T13:35Z [---] followers, [---] engagements
"@EquityBrian $pdd has no moat (getting eaten alive by douyin) I don't understand that thesis at all"
X Link 2025-08-29T14:51Z [---] followers, [---] engagements
"@nataninvesting still time to roll your $pdd position into $baba lol would advise (while you still can) and $pdd doesn't get eaten by douyin alive"
X Link 2025-08-29T14:53Z [---] followers, [---] engagements
"@teechongyen actually excellent mgmt call to wait and see how rest of china tech earnings go (and delay earnings to be last in line)"
X Link 2025-08-29T14:57Z [---] followers, [---] engagements
"@CompoundinGirl maybe time to roll $pdd into $baba"
X Link 2025-08-29T15:18Z [---] followers, [---] engagements
"@zhuangcorp @EquityBrian CONVICTION if the war breaks out you better not own any equities or derivatives lol"
X Link 2025-08-29T17:44Z [---] followers, [--] engagements
"@A_Leutenegger @katana @modenetwork @puffer_finance @AerodromeFi @yieldbasis @use_corn $aero by far project has reached escape velocity"
X Link 2025-08-29T21:11Z [---] followers, [--] engagements
"@Areskapitalon interesting are you based in china"
X Link 2025-08-30T01:04Z [---] followers, [--] engagements
"@Areskapitalon love to hear it thoughts on $jd competition"
X Link 2025-08-30T01:07Z [---] followers, [--] engagements
"@Areskapitalon thank you for sharing so youre saying theres a meaningful difference in terms of worker treatment between the 3"
X Link 2025-08-30T01:20Z [---] followers, [--] engagements
"@Areskapitalon what place has meituan then"
X Link 2025-08-30T01:31Z [---] followers, [--] engagements
"@julius5207 agree tell me another $250bn mc us stock that has 50% upside potential within [--] months"
X Link 2025-08-30T15:10Z [---] followers, [--] engagements
"most of us hedge funds sold fully or at least partially tepper and burry remain even laffont sold most of his china positions I think this actually makes it more attractive we all underestimate the opportunity given through zero mindshare among institutional buyers right now this reversal will be one for the books (and weve seen how fast things can change in q424 q125)"
X Link 2025-08-30T17:45Z [---] followers, [---] engagements
"$hsi $kweb $shcomp $baba $ndx $spx pick a number 10% thats where were headed imo China exposure is pretty underallocated here even despite recent gains in their indices Chart: Goldman Sachs https://t.co/35viUkNONM China exposure is pretty underallocated here even despite recent gains in their indices Chart: Goldman Sachs https://t.co/35viUkNONM"
X Link 2025-08-30T17:51Z [---] followers, [---] engagements
"no the opposite not a fan of the late buffet his best calls were almost exclusively pre gfc - coke amex geico sees etc also think that universe of deals they can do is just so incredibly small because of how large berkshire has become even if buffet were to live another [--] years I have my doubt re new capital deployment at that scale separately not that impressed with abel tbh (esp last agm)"
X Link 2025-08-31T00:38Z [---] followers, [---] engagements
"@lloydjamesross and $googl (bc of tpus)"
X Link 2025-08-31T00:41Z [---] followers, [--] engagements
"@no_cap_cap @ContrarianCurse I think thatd be wildly ambitious with a shareholder base thats not used to an investment style like the one you describe for that youd have to believe abel is buffet [---] [--] or [--] higher beta names and the market goes against them = recipe for disaster"
X Link 2025-08-31T04:28Z [---] followers, [---] engagements
"@no_cap_cap @ContrarianCurse Im not shareholder but if I was berkshire trying its hand at tech investing would make me highly uncomfortable the reputational risk is way too high imo (and would guess they know)"
X Link 2025-08-31T04:38Z [---] followers, [--] engagements
"@EquityBrian even if the west stays closed the domestic Chinese market is 4x larger than us (and is insulated from any us based competitors) the valuations make no sense"
X Link 2025-08-31T17:37Z [---] followers, [--] engagements
"$baba is the high liquidity name the institutional cap pools will pile into over the next couple weeks breakout is heavily confirmed with highest hk session trading volume ever RR at this point is unmatched with $hsi still -21% off [----] aths $baba just closed hk session closed +19% which implies an opening price of $140.50 for the us session (another +4% on +13% friday move) https://t.co/V7f0GXQAEp $baba just closed hk session closed +19% which implies an opening price of $140.50 for the us session (another +4% on +13% friday move) https://t.co/V7f0GXQAEp"
X Link 2025-09-01T15:39Z [---] followers, [---] engagements
"hedge fund pms checking their bbgs on labor day and realizing they just missed the beginning of a reversal for the books $baba +19% since stellar earnings and very clear AI narrative playing out still day [--] on massive buys coming in $baba is the high liquidity name the institutional cap pools will pile into over the next couple weeks breakout is heavily confirmed with highest hk session trading volume ever RR at this point is unmatched with $hsi still -21% off [----] aths https://t.co/PzkrWh2mIf $baba is the high liquidity name the institutional cap pools will pile into over the next couple"
X Link 2025-09-01T15:45Z [---] followers, [---] engagements
"@zoomyzoomm @nataninvesting way too overallocated to $pdd but maybe stimulus hits"
X Link 2025-09-02T01:04Z [---] followers, [--] engagements
"@zoomyzoomm trash no moat getting eaten alive by douyin"
X Link 2025-09-02T01:05Z [---] followers, [--] engagements
"$baba rally to $200 has officially started (thatd still mean its trading -34% off aths)"
X Link 2025-09-02T01:13Z [---] followers, [---] engagements
"@elonmusk unbelievable @Keir_Starmer on accelerated track to lead the UK into becoming a third world country"
X Link 2025-09-03T00:05Z [---] followers, [--] engagements
"@Altcoinbuzzio you forgot $aero to $20"
X Link 2025-09-03T00:29Z [---] followers, [---] engagements
"@rektfencer you forgot $aero: $15-20"
X Link 2025-09-03T00:33Z [---] followers, [---] engagements
"what does this mean for $baba the ccp is concerned with a shares ie mainland stocks ie shenzhen and shanghai indices fair considering theyre +18% in a month lol the $hsi on which $baba trades is not directly affected by this because its not mainland listed I think part of the profits from the mainland rallies fueled the $hsi expansion although this still has been somewhat tepid given the hk investing restrictions for mainland investors (ie southbound stock connect) - this will be more muted now so potentially bearish my view is that while broadly short and medium term bearish for mainland"
X Link 2025-09-04T03:52Z [---] followers, [----] engagements
"@DarioCpx you actually make money on your $baba warnings sit back and watch from the sidelines 😂"
X Link 2025-09-05T05:43Z [---] followers, [---] engagements
"$hsi $kweb $ndx $spx rate cuts on accelerating inflation a weak job market and tariffs and youre not max long china good luck"
X Link 2025-09-05T16:04Z [---] followers, [---] engagements
"$aero cant wait for a truly outstanding team to lead a broken part of the crypto market (creator and meme coins) back to strength through sustainability and fairness When $AERO launched zero liquidity was seeded. No market making deals were cut. No tokens were sold. Liquidity was added and price discovery happened organically -- purely via open market mechanisms. MetaDEXs uniquely enable more fair and compliant launches. More soon. 🛫 When $AERO launched zero liquidity was seeded. No market making deals were cut. No tokens were sold. Liquidity was added and price discovery happened"
X Link 2025-09-08T17:53Z [---] followers, [---] engagements
"@jbulltard1 have a six figure leap position in $baba mate - not your size (yet) but getting there lol I understand profit taking well done Im just saying Im convinced were in the early innings of a rotation into chinese tech and we literally just got the ball rolling patience"
X Link 2025-09-08T21:13Z [---] followers, [---] engagements
"someone has to pay the capex - think therell be a lot of bag holders when market refocuses on cash flow and realizes capital intensity was just outsourced to those players do you have a view on accounting/ d&a cycles I know was the key reason why I held off on $crwv but not deep enough in the others"
X Link 2025-09-09T01:11Z [---] followers, [---] engagements
"$baba will we see this close $148.50 tmr decent chance imo momentum mostly driven by hk sessions since earnings = us hedge funds not in (yet) $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 https://t.co/iLtLFDOdIl $baba key level to watch is the 3-year high of $148.50 I'll leave this here so you can draw your own conclusions https://t.co/iLtLFDOdIl"
X Link 2025-09-09T02:15Z [---] followers, [---] engagements
"$baba taking a victory lap after selling early into the beginning of the chinese tech rally is an interesting take sellers remorse at its best but oh well Im sure theyll look at it again after the 3-year resistance break patience"
X Link 2025-09-09T02:35Z [---] followers, [---] engagements
"@ohginvesting @ericjackson what financial data supports your view genuinely curious"
X Link 2025-09-09T18:52Z [---] followers, 18.4K engagements
"@stone_maison_ @ohginvesting @ericjackson no Im saying that I have fundamentals driven doubts and nothing in the financial statements justifies this absurd valuation or can you name one thing the comparison to $pltr tells me everything I need to know really"
X Link 2025-09-10T01:01Z [---] followers, 16.6K engagements
"getting closer to solving the two sigma problem Introducing Oboe the easiest way to learn anything with magical courses made just for you. Were heading toward a future where humans only exist to feed AI. AI gets smarter we get stupider. But what if AIs purpose was to feed us Thats the future we hope Oboe can help nudge https://t.co/oFAzN3sLBH Introducing Oboe the easiest way to learn anything with magical courses made just for you. Were heading toward a future where humans only exist to feed AI. AI gets smarter we get stupider. But what if AIs purpose was to feed us Thats the future we hope"
X Link 2025-09-10T16:08Z [---] followers, [---] engagements
"Im done with extremist politics @elonmusk can you please follow through on the only path out of this that is the America Party"
X Link 2025-09-10T20:08Z [---] followers, [---] engagements
"you want to tell me that a business model that never worked (w/ not only $open but $z having tried) led by founders (who abandoned ship) rejoining will magically work agree with @MartinShkreli and @CitronResearch - short $open "if you're long you should never invest again""
X Link 2025-09-10T22:54Z [---] followers, [---] engagements
"@minotauronlucy like you said they don't have 'the cards' pains me to say as a european but its both china and us leading with europe being distant fourth behind india"
X Link 2025-09-10T23:04Z [---] followers, [--] engagements
"@stone_maison_ @ohginvesting @ericjackson you want to tell me that a business model that never worked (w/ not only $open but $z having tried) led by founders (who abandoned ship) rejoining will magically work good fucking luck"
X Link 2025-09-10T23:05Z [---] followers, [---] engagements
"@Han_Akamatsu oh man what a horrendous take $jd gets nuked in a quick delivery war they shouldnt be in and the rest of the business has very limited moat vs $baba"
X Link 2025-09-12T00:07Z [---] followers, [---] engagements
"@TheLongInvest $jd is losing a quick commerce retail war and the rest of the business has very little moat vs $baba"
X Link 2025-09-12T01:17Z [---] followers, [----] engagements
"@ALEXEIMARTOV @blondesnmoney @zoomyzoomm should not the guy is the biggest contra indicator went max long $pdd twice first time sold at bottom to miss out on 25% run then laid out for weeks why $baba is a shitco only to then flip bullish again i dont even know what he thinks tbh its prob engagement farming"
X Link 2025-09-12T02:35Z [---] followers, [---] engagements
"@Simemeulation @BuzzsawEJ @TheLongInvest Im fully allocated to china but $jd is not the right name $baba is the much much better rr if your investment horizon is longer than a month short term anything can happen really"
X Link 2025-09-12T02:38Z [---] followers, [---] engagements
"@ALEXEIMARTOV @blondesnmoney @zoomyzoomm are you serious"
X Link 2025-09-12T02:40Z [---] followers, [--] engagements
"$hsi $chinext $baba $ndx $spx once the enthusiasm re the [--] bps cut fades and ppl realize that investing into cys at 500x pes or wo earnings wasnt that smart well see an unworldly rotation into chinese equities that produce cash and still trade [--] pes weve seen nothing yet"
X Link 2025-09-12T03:16Z [---] followers, [---] engagements
"@ContrarianCurse lol you think itll be an $nvda $avgo $intc monopoly Ill take the under"
X Link 2025-09-19T01:53Z [---] followers, [---] engagements
"I disagree my thoughts: $crwv's deprecation cycle of [--] years is particularly aggressive (unlike comps cf below) hyperscalers are using these infra companies to move capex off balance sheets (totally rationally) in most of the cases it's an asset heavy infra play one that is much more capital intense than market is pricing in and this is exacerbated by the fact if you actually believe in accelerated ai buildout which you have to believe in for this thesis to work in any case doesn't matter as long as the music keeps playing and investors focus solely on growth and not fcf but to say $crwv is a"
X Link 2025-09-19T15:23Z [---] followers, [---] engagements
"@luckyca66355138 the consumer/ smb finance sector cannot trade much lower imo exceptional rr this will only be a qq of time but yes it may take longer than dec"
X Link 2025-09-21T21:00Z [---] followers, [--] engagements
"the qq should be: if we get to AGI do we want to live in a world where the middle east controls vast ai resources why do we consider giving that home grown advantage away as americans In the future there will be a quasi-infinite amount of compute and power that will look to revolutionize every industry of the global economy through AI. I was so impressed with Sheikh Tahnoons vision for this future and the role of the UAE in it. Im excited to come back In the future there will be a quasi-infinite amount of compute and power that will look to revolutionize every industry of the global economy"
X Link 2025-09-23T22:30Z [---] followers, [---] engagements
"$baba they indeed have opened these are the US hedge funds piling in the broader retail rotation (esp. as US markets will take a breather) still outstanding well be at $200 soon - patience at $177 $baba is still -41% off aths and -23% below my fair value"
X Link 2025-09-24T11:37Z [---] followers, [--] engagements
"$hsi $kweb $baba gs on contrarian trades 1- long china tech 2- long germany domestic consumption pick's not too tough if you ask me https://www.youtube.com/watchv=H9muw7mHH0U https://www.youtube.com/watchv=H9muw7mHH0U"
X Link 2025-09-26T21:22Z [---] followers, [---] engagements
"@realsteveeisman just mentioned $oklo as a potentially interesting AI energy play for those of you that dont know him he was the first one to short subprime paper in [----] aka big short genius I generally thought his takes were solid - but boy even considering a LONG on a $20bn mc pre rev co with a heavily stock selling mgmt team that has no technical background (and no product to sell until [----] or very likely later than that) made me throw up my market close coffee 😂 hope everyone has a great weekend"
X Link 2025-09-27T00:29Z [---] followers, [--] engagements
"like I said $crwv (among the data center AI plays) is top of my short list they have a depreciation cycle of [--] () years ie the most lenient of all of them I just cannot wrap my head around how quickly wall street moved from the saas/ asset light era to throwing money after not only extremely asset heavy but also non sustainable p&ls call me peak contrarian but these are NOT news (at least to me) - the truth is right in front of you the hyperscalers laugh when they convert their bloated balance sheets into neat variable opex lines ie outsource their capex to these shitcos open your eyes and"
X Link 2025-09-27T01:22Z [---] followers, [---] engagements
"@SixSigmaCapital how do you justify the 3-6 year d&a cycles for any of them given $nvda is on an annual product release cycle delivering 30x performance increases $crwv is the absolute worst with [--] years"
X Link 2025-09-27T01:31Z [---] followers, [---] engagements
"@SixSigmaCapital yes theres different shades of shitcos (I agree with you there) but what should it tell you as an investor when both depreciation and capex assumptions are heavily understated"
X Link 2025-09-27T01:37Z [---] followers, [---] engagements
"@SixSigmaCapital true but not much better than gambling (not my preferred my investment style) interesting exercise: restate the income statement with [--] years depreciation (still 3x longer what it should be) and look at what operating income actually looks like dont get me started on fcf"
X Link 2025-09-27T01:45Z [---] followers, [---] engagements
"@SixSigmaCapital I hope its not $crwv - only a qq of time until the market calls this bluff love the $googl position (although I do think they have a long term monetization problem that no one really wants to talk about just yet) reasonable val though"
X Link 2025-09-27T01:51Z [---] followers, [---] engagements
"$iren $crwv $nbis moving up the stack and competing directly with the hyperscalers is the only strategy that could make these shitcos potentially margin sustainable in the long term HOWEVER this is an extremely competitively intense market with significant incumbent moats (think full stack $googl $aws $msft) imo room to run in the short term while supply is heavily constrained - although it takes only a couple more missteps like vibes from $meta and markets will start to raise qq much earlier than many here would like but like I said the hyperscalers are just so much better positioned that"
X Link 2025-09-27T21:32Z [---] followers, [---] engagements
"short $crcl question of time until margin converges with zero The big banks are coming for another bailout by attacking crypto. They don't want you to earn rewards on your stablecoin holdings. Our take: competition = better options for consumers. If you wouldnt ban credit card rewards dont ban crypto rewards. https://t.co/ALu1luU7sx The big banks are coming for another bailout by attacking crypto. They don't want you to earn rewards on your stablecoin holdings. Our take: competition = better options for consumers. If you wouldnt ban credit card rewards dont ban crypto rewards."
X Link 2025-09-30T03:08Z [---] followers, [---] engagements
"@otwftw @chamath I guess you're long $open"
X Link 2025-09-30T03:15Z [---] followers, [---] engagements
"@dirtygreenpaper @MarvinMicka 1- I think were on the same page that $baba beats $jd in all aspects 2- not sure who fins the dogshit face contest between the two of us - lets call it a win-win 😂 3- nothing against my father in a parallel universe"
X Link 2025-09-30T17:08Z [---] followers, [---] engagements
"@SixSigmaCapital yes and guess what - none of these can beat the hyperscalers also because they lose pricing power in the medium/ long term unless they can move up the cloud stack to underwrite these as investments (not trades) you have to believe they can become the next aws/ gcp/ azure"
X Link 2025-10-01T00:42Z [---] followers, [--] engagements
"$aero second community launch (after highly successful $synd) incoming you're still early https://t.co/EvNT1TMRJ6 https://t.co/EvNT1TMRJ6"
X Link 2025-10-01T17:03Z [---] followers, [---] engagements
"@ASRoma1960 @Tesla what do you mean"
X Link 2025-10-01T18:10Z [---] followers, [--] engagements
"@r_goln @DataDInvesting if you don't understand my message let me state it more clearly: the 'business' is at the brink of collapse"
X Link 2025-10-01T19:05Z [---] followers, [--] engagements
"@DataDInvesting can I read your perspective somewhere genuinely curious"
X Link 2025-10-01T19:06Z [---] followers, [--] engagements
"@VinnyEcom yes let's see how long these desperate bounce backs last"
X Link 2025-10-01T19:07Z [---] followers, [--] engagements
"crypto is lagging public tech equity performance to a degree long not seen overlooked opportunity imo think we have decent chances of a face ripper into year end unless we get a global calamity (china-taiwan nato-russia) rr exceptional fundamental tickers of choice: $eth $aero $akt (neoclouds going absolutely nuts while we have a cloud + crypto narrative with a working mainnet) no shitcoins pls - thx"
X Link 2025-10-02T02:02Z [---] followers, [--] engagements
"idk about what you think of this but pretty sure sora [--] wouldve outperformed At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ"
X Link 2025-10-02T02:43Z [---] followers, [--] engagements
"$open idk about what you think of this but pretty sure sora [--] wouldve outperformed At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ"
X Link 2025-10-02T02:54Z [---] followers, [---] engagements
"$open bracing for ft heckling but seems like $open cannot really catch a bid $8.50 what happened to the 'open army' do they begin to realize they need a new wave of buyers coming in at size steam's running out quicker than everyone here thought over the past few weeks and narratives shift quickly for this house of cards to implode just have to wait for one significant drawdown and retail impatience to take over (yes @ericjackson why not $82 yet) - or until @rabois dropping the company the second time - or the company going straight into bankruptcy as creditors take over many paths leading"
X Link 2025-10-02T03:07Z [---] followers, [---] engagements
"@dmytro_petryna @SilbergleitJr very fair point that catalyst is somewhat indirect though as this credit is mostly in private hands"
X Link 2025-10-02T13:16Z [---] followers, [---] engagements
"if you're a late-stage tech private co ceo with an AI narrative and you're not thinking about going public within the next [--] months ngmi the next year will be wild lol"
X Link 2025-10-02T13:29Z [---] followers, [--] engagements
"$open sora [--] would've outperformed At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ"
X Link 2025-10-02T13:37Z [---] followers, [---] engagements
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