#  @sosacapital Alejandro Sosa
Alejandro Sosa posts on X about $jd, $snap, $baba, $pdd the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::1298757916292456448/interactions)
- [--] Week [------] +151%
- [--] Month [------] +616%
- [--] Months [------] +193%
- [--] Year [-------] +1,047%
### Mentions: [--] [#](/creator/twitter::1298757916292456448/posts_active)
- [--] Months [--] +11%
- [--] Year [--] +246%
### Followers: [---] [#](/creator/twitter::1298757916292456448/followers)
- [--] Week [---] +6.90%
- [--] Month [---] +7.30%
- [--] Months [---] +11%
- [--] Year [---] +59%
### CreatorRank: [---------] [#](/creator/twitter::1298757916292456448/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [exchanges](/list/exchanges) [celebrities](/list/celebrities)
**Social topic influence**
[$jd](/topic/$jd), [$snap](/topic/$snap) #40, [$baba](/topic/$baba), [$pdd](/topic/$pdd), [china](/topic/china), [baba](/topic/baba), [$meta](/topic/$meta) #826, [meta](/topic/meta), [$se](/topic/$se), [$pins](/topic/$pins)
**Top accounts mentioned or mentioned by**
[@zoomyzoomm](/creator/undefined) [@finphysnerd](/creator/undefined) [@kafka7invest](/creator/undefined) [@cubistcap](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@theresaperrin](/creator/undefined) [@perfumetimetw](/creator/undefined) [@werewolfholding](/creator/undefined) [@edsander](/creator/undefined) [@chivarse](/creator/undefined) [@fundaminv](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@jrambo0810](/creator/undefined) [@lastevens](/creator/undefined) [@dirtygreenpaper](/creator/undefined) [@fromvalue](/creator/undefined) [@bastianberger](/creator/undefined) [@quackslayerhk](/creator/undefined) [@lannickhoang](/creator/undefined) [@robertjjstain](/creator/undefined)
**Top assets mentioned**
[Snap, Inc. (SNAP)](/topic/$snap) [Alibaba Group (BABA)](/topic/$baba) [Metadium (META)](/topic/$meta) [Sea Limited (SE)](/topic/$se) [Pinterest, Inc. (PINS)](/topic/$pins) [Dada Nexus Ltd (DADA)](/topic/$dada) [DLocal Limited (DLO)](/topic/$dlo) [Yatsen Holding Ltd (YSG)](/topic/$ysg) [MercadoLibre Inc (MELI)](/topic/$meli) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [ELYSIA (EL)](/topic/$el) [Reddit, Inc. (RDDT)](/topic/$rddt) [GoPlus Security (GPS)](/topic/$gps) [Apple, Inc. (AAPL)](/topic/$aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Walmart, Inc. (WMT)](/topic/$wmt) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Xphere (XP)](/topic/$xp) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [NuCypher (NU)](/topic/$nu) [IQ (IQ)](/topic/$iq) [Chagee Holdings Ltd. (CHA)](/topic/$cha) [Alphabet Inc Class A (GOOGL)](/topic/$goog)
### Top Social Posts
Top posts by engagements in the last [--] hours
"@EdSander @freddiewittmann @AJButton2 Very comprehensive article Thank you. By the looks of it youre still updating it regularly It seems $JD hasnt been very decisive in choosing their approach for Ochama and the European market. Market research on their part hasnt been sufficient until now for Ochama"
[X Link](https://x.com/sosacapital/status/1692471517693489453) 2023-08-18T09:40Z [--] followers, [--] engagements
"@chivarse @D4anielK @fundam_inv Establishing a hub in Brazil for the South-American market doesnt seem like a bad idea IMO. Will be easier in the future to expand to other countries in the region $SE does well even with $MELI as a formidable competitor. It gives them a lot more optionality this way"
[X Link](https://x.com/sosacapital/status/1694835017376031162) 2023-08-24T22:12Z [--] followers, [---] engagements
"@Daanishlakhani @demonroj TikTok does have the advantage of being a social platform. Yet monetizing those platform by introducing e-commerce offering has not worked out for other players as well. $TCEHY is the prime example where it does work but $META $PINS $GOOG all have tried and failed somehow"
[X Link](https://x.com/sosacapital/status/1695389013476000096) 2023-08-26T10:53Z [---] followers, [--] engagements
"The Indonesian government is set to follow the lead of India and the United States in prohibiting social media platform TikTok from engaging in e-commerce activities within the country. Interesting to see if Indonesia will indeed ban TikTok shop"
[X Link](https://x.com/anyuser/status/1699358934169997400) 2023-09-06T09:48Z [--] followers, [---] engagements
"Common misconceptions about live-streaming e-commerce demystified. An ever increasing percentage retail is conducted by means of live-streaming in China. In the rest of the world live-streaming e-commerce remains a small percentage of total retail volume. $BABA $PDD $JD $SE $SE's future & the global e-commerce landscape hinges on one major query: "What's the real potential of live-streaming e-commerce" Is it just impulse buying It's been [--] years since the inception of live-streaming e-Comm in China. It's time to revisit the [----] predictions with https://t.co/rjeEPjYPNa $SE's future & the"
[X Link](https://x.com/sosacapital/status/1699547899556704585) 2023-09-06T22:19Z [---] followers, [---] engagements
"Kenneth Soh Head of Marketing at Shopee $SE about Malaysia and Shopee Live last month: Embracing a hyper-localised approach the Shopee experience is simple and intuitive for all Malaysian users encouraging active participation in our campaigns"
[X Link](https://x.com/sosacapital/status/1699547902685679660) 2023-09-06T22:19Z [--] followers, [---] engagements
"@MaxTheComrade Being a solid second with those competitors is a very solid result for $SE especially given its ASEAN market dominance. Staying present in the LatAm market with their Brazil hub certainly gives them optionality for eventual expansion long term. $MELI is unmatched in LatAm"
[X Link](https://x.com/sosacapital/status/1699800454983774513) 2023-09-07T15:03Z [---] followers, [---] engagements
"@StockSavvyShay Very much agree with you on that. Its being priced as a dying business which IMO is very much undeserved and once again understates why the efficient market theory doesnt work that well all of the time"
[X Link](https://x.com/sosacapital/status/1700842963109048675) 2023-09-10T12:05Z [---] followers, [---] engagements
"@chivarse @StockSavvyShay RIP to those still shorting $SE at these depressed stock price levels. Risk reward doesnt make sense for shorting here IMO"
[X Link](https://x.com/sosacapital/status/1700843267003121935) 2023-09-10T12:06Z [--] followers, [---] engagements
"This image from The Economist presents the percentage of GMV per country for each e-commerce player in South-East Asia. Last year Shopee accounted for almost 50% of the $100bn in total goods sold online in South-East Asia. $SE $BABA $GOTO $AMZN"
[X Link](https://x.com/sosacapital/status/1701202334464770213) 2023-09-11T11:53Z [--] followers, [----] engagements
"This thread by @nagatainc illustrates the multifaceted value proposition of $JD. In addition to heavily increasing my $SE position recently Ive started a sizable position in $JD this month at an average of just under $32 per share. The current valuation is very appealing IMO"
[X Link](https://x.com/sosacapital/status/1704182018882318780) 2023-09-19T17:13Z [--] followers, [---] engagements
"@leonderks I agree on this the discrepancy between valuation for Chinese equities is significant. The discrepancy between $JD $BABA etc. and international peers is even more significant. $JD for example does more than $150b of revenue each year yet it isnt valued accordingly"
[X Link](https://x.com/sosacapital/status/1707305113067344029) 2023-09-28T08:03Z [--] followers, [---] engagements
"Added to $JD again its by far the largest position in my portfolio. Valuation makes absolutely zero sense at this point"
[X Link](https://x.com/sosacapital/status/1712598393229279665) 2023-10-12T22:37Z [--] followers, [----] engagements
"@JRambo0810 No problem for me Ill keep buying. Fundamentals are very strong"
[X Link](https://x.com/sosacapital/status/1712599310704005267) 2023-10-12T22:41Z [--] followers, [---] engagements
"$JD is my largest position ever in terms of % portfolio allocation. This is one of the most asymmetrical opportunities Ive seen in a very long time"
[X Link](https://x.com/sosacapital/status/1713153084166217813) 2023-10-14T11:21Z [--] followers, [----] engagements
"@LarryCheungCFA How do you feel about $WB Seems like great value"
[X Link](https://x.com/sosacapital/status/1714039177858171059) 2023-10-16T22:02Z [--] followers, [---] engagements
"$JD is now active in [--] European countries with Ochama. By extending services to [--] additional countries we are thrilled to offer more customers across Europe a seamless customer-centric and easy shopping experience right to their doorsteps"
[X Link](https://x.com/sosacapital/status/1714396905755598954) 2023-10-17T21:44Z [--] followers, [---] engagements
"The holy trinity of retail: [--]. Price [--]. Selection [--]. Convenience. $JD is among the top players for all three. Reputable for high quality authentic good $JD will benefit from the growing middle class and premium-goods demand increase in China IMO"
[X Link](https://x.com/sosacapital/status/1715273463768727795) 2023-10-20T07:47Z [--] followers, [---] engagements
"Im not implying that $BABA Cainao is overvalued it just shows the disparity between valuation of a $BABA subsidiary and $JD"
[X Link](https://x.com/sosacapital/status/1715276885985247361) 2023-10-20T08:00Z [--] followers, [---] engagements
"Highly recommend the Empire podcast series. It presents the stories of various Asian businesses including $GRAB and $BABA in a unique and existing manner. Best podcast Ive come across in a while"
[X Link](https://x.com/sosacapital/status/1715282990895403247) 2023-10-20T08:25Z [--] followers, [---] engagements
"If $JD is serious about European expansion and they would like to gain a physical presence in the country where Ochama first launched they should look into the possibility of acquiring segments of Mirage Retail Group formerly Blokker Holdings. The latter is reportedly on sale"
[X Link](https://x.com/sosacapital/status/1716257167286649276) 2023-10-23T00:56Z [--] followers, [---] engagements
""Since launching this collaboration we have seen a significant increase in both revenue and the number of orders" says Danny Zhang CEO of Ochama. $JD"
[X Link](https://x.com/sosacapital/status/1716258504086896991) 2023-10-23T01:01Z [--] followers, [---] engagements
"@LA_stevens_ Ironic indeed $SE seems like an obvious long compared to $MELI and $MELI"
[X Link](https://x.com/sosacapital/status/1719432759003742653) 2023-10-31T19:14Z [--] followers, [---] engagements
"@__NATEtheGREAT8 @fundam_inv Might very well be true for me this could be the one that got away if that were to happen. Doesnt seem overly expensive but still feel like much of the catalysts are priced in already. $TTWO"
[X Link](https://x.com/sosacapital/status/1724105293611556875) 2023-11-13T16:41Z [--] followers, [--] engagements
"@Elkingnatinho Decent assumptions should be very achievable for $JD. Looking forward to the upcoming earnings call this week"
[X Link](https://x.com/sosacapital/status/1724416761854861545) 2023-11-14T13:19Z [--] followers, [---] engagements
"$WMT still holds close to a 10% stake in $JD"
[X Link](https://x.com/sosacapital/status/1724428766540128543) 2023-11-14T14:07Z [--] followers, [---] engagements
"@dirtygreenpaper @LA_stevens_ Its precisely because of this irrationality and shortsightedness that these opportunities get missed so often. $SE looks like a good entry when not solely focusing on the unpredictability of the coming quarters. Long term the thesis is still in play. Added again today"
[X Link](https://x.com/sosacapital/status/1724533083334905983) 2023-11-14T21:01Z [--] followers, [---] engagements
"Short $PDD long $BABA and $JD could be the move here IMO"
[X Link](https://x.com/sosacapital/status/1730259022027292703) 2023-11-30T16:14Z [---] followers, [---] engagements
"$SE cant maintain market share vs the likes of $BABA $JD ByteDance - debunked $SE cant turn to profitability - debunked $SE Garena is a one-hit wonder - debunked $SE cant move beyond e-commerce - debunked (SeaMoney Garena new initiatives) - debunked Whats next"
[X Link](https://x.com/sosacapital/status/1732723268883235174) 2023-12-07T11:26Z [---] followers, [----] engagements
"@AMMOqq They dont have to win in LatAm to be successful. Operating in two completely separated regions with this level of success is admirable. Their market share in SEA justifies a much higher market cap without even considering their LatAm presence. $SE $MELI"
[X Link](https://x.com/sosacapital/status/1732801692062658737) 2023-12-07T16:38Z [--] followers, [---] engagements
"The drawdown of $SE today based on ByteDance investing in $GOTO Tokopedia doesnt make sense IMO. Numerous local players and behemoths like $BABA and $JD (both with a huge balance sheet at their disposal) have tried to compete with $SE and failed"
[X Link](https://x.com/sosacapital/status/1734330718073807147) 2023-12-11T21:54Z [---] followers, [---] engagements
"Came across this thread today interesting read. The fact that this was posted at lowest levels in the last [--] years makes it even better. $INTC has rallied 75% since. Perhaps an odd comparison but I feel strongly that $INTC might just become to the digital age what Levi Strauss became during the California Gold Rush a pick-and-shovel type of business. The amount of computing power needed to drive the digital age will steadily increase. 1/11 https://t.co/28uyDH8Nxi Perhaps an odd comparison but I feel strongly that $INTC might just become to the digital age what Levi Strauss became during the"
[X Link](https://x.com/sosacapital/status/1734701930201399713) 2023-12-12T22:29Z [---] followers, [---] engagements
"@FromValue @bastianberger $SE should stay in Brazil as opposed to many that refer to it as a managerial mistake. $SE has so much optionality because of this it serves as their future LatAm hub and enables them to eventually expand to other countries in the regions. Their presence in Brazil is remarkable"
[X Link](https://x.com/sosacapital/status/1737212341001838612) 2023-12-19T20:44Z [--] followers, [---] engagements
"@bastianberger @FromValue Sure $MELI is a formidable competitor and the undisputed number [--] in the region. However $SE has been able to retain their market share thus far even with Southeast-Asia being their core-market. This is highly impressive IMO"
[X Link](https://x.com/sosacapital/status/1737424895611490371) 2023-12-20T10:49Z [---] followers, [---] engagements
"@mvarela1980 @FrisoAlenus Management of $DQ gave similar expectations in the last earnings call"
[X Link](https://x.com/sosacapital/status/1743063436693500216) 2024-01-05T00:14Z [---] followers, [---] engagements
"@w_washtrades Definitely not a lower valuation for $MELI"
[X Link](https://x.com/sosacapital/status/1743982783360278555) 2024-01-07T13:07Z [---] followers, [--] engagements
"@dirtygreenpaper Due to $DADA"
[X Link](https://x.com/sosacapital/status/1744362153400803584) 2024-01-08T14:15Z [---] followers, [---] engagements
"From ContrarianLife on Stocktwits: $DADA This is just so bizarre. Why would you purposely overstate revenue $70M AND cost $70M The balance sheet will likely improve upon unwinding this. Ive said it once but how is this not a standard error if early findings are 1/2"
[X Link](https://x.com/sosacapital/status/1745433818142482660) 2024-01-11T13:13Z [--] followers, [---] engagements
"Interesting that the recent $DADA report causes this much negative sentiment. Not a good look of course however $FSR and $BRDS didnt see similar reactions. This thread on Reddit discusses overstatement by $FSR late [----]. https://www.reddit.com/r/FiskerInvestorsClub/comments/181dl3x/10q_is_ok/ https://www.reddit.com/r/FiskerInvestorsClub/comments/181dl3x/10q_is_ok/"
[X Link](https://x.com/sosacapital/status/1745481241103639028) 2024-01-11T16:22Z [---] followers, [---] engagements
"@Michaelrose102 How could this go to zero with a balance sheet that looks anything like this"
[X Link](https://x.com/sosacapital/status/1745596859639280106) 2024-01-12T00:01Z [--] followers, [---] engagements
"@Nick43077312 Do you have a specific PT for reversal"
[X Link](https://x.com/anyuser/status/1745767329969967503) 2024-01-12T11:19Z [--] followers, [--] engagements
"$BZUN so let me get this straight. Based on the revenue and growth rate of Baozun Brand Management for Gap Greater China alone that means without any other business segment or recent Hunter/Location acquisition just Gap Greater China revenue trades close to $GPS multiples. 1/4"
[X Link](https://x.com/sosacapital/status/1747687396504690761) 2024-01-17T18:28Z [---] followers, [---] engagements
"Keep in mind the BBM Gap segment of $BZUN is just roughly 1/6th revenues. Just the Gap segment would justify current valuations. That doesnt account for the nearly $1 billion in yearly revenue nearing profitability great improvements of 2/4"
[X Link](https://x.com/anyuser/status/1747687399616893103) 2024-01-17T18:28Z [--] followers, [--] engagements
"the Gap China business (i.e. supply chain locations brand image). It doesnt take the balance sheet into consideration. In conclusion: $BZUN is not just undervalued. Rather it isnt valued at all. Current valuations can no longer be considered rational. 3/4"
[X Link](https://x.com/anyuser/status/1747687402066329845) 2024-01-17T18:28Z [--] followers, [--] engagements
"@price_emmy4591 How are the fundamentals bad Balance sheet is incredible. Slowdown in sales is attributable to the continued polysillicon price decline which has been taking place for some time. This is not unique to $DQ. I would argue $DQ is very well positioned for a turnaround in 2H24"
[X Link](https://x.com/sosacapital/status/1754975540732113366) 2024-02-06T21:09Z [---] followers, [--] engagements
"Wouldnt surprise me if we see a $CEC Ceconomy takeover by $JD in the coming months. https://www.boersen-zeitung.de/english/ceconomy-ceo-wildberger-has-eager-sellers-breathing-down-his-neck https://www.boersen-zeitung.de/english/ceconomy-ceo-wildberger-has-eager-sellers-breathing-down-his-neck"
[X Link](https://x.com/sosacapital/status/1759936578242167129) 2024-02-20T13:42Z [---] followers, [---] engagements
"$YSG downtrend is unjustified IMO given the results for other major players in the Chinese cosmetic industry $OR $EL $LRLCY the turnaround in-play opening of new stores perfect diary rebranding and skincare revenue share increasing (higher margin). https://www.cosmeticsdesign-asia.com/Article/2023/12/13/Perfect-Diary-s-new-multi-benefit-lipstick-attracts-high-value-customers https://www.cosmeticsdesign-asia.com/Article/2023/12/13/Perfect-Diary-s-new-multi-benefit-lipstick-attracts-high-value-customers"
[X Link](https://x.com/sosacapital/status/1770492118085034094) 2024-03-20T16:46Z [---] followers, [---] engagements
"$YSG High margin part of the business is skin care. Recovery in cosmetics business overall has been slower than anticipated. However the same is true to even greater extent for other major brands such as $EL $OR $LRLCY. https://www.cosmeticsdesign-asia.com/Article/2024/03/19/yatsen-returns-to-growth-skin-care-brands-leads-recovery-but-makeup-declines https://www.cosmeticsdesign-asia.com/Article/2024/03/19/yatsen-returns-to-growth-skin-care-brands-leads-recovery-but-makeup-declines"
[X Link](https://x.com/sosacapital/status/1770529002723123584) 2024-03-20T19:13Z [---] followers, [---] engagements
""There are a lot of local Chinese brands that have emerged. Many of them are of decent quality and Chinese consumers are more willing than before to try these products and embrace them" said Javier Gonzalez Lastra luxury-focused portfolio manager $YSG https://www.reuters.com/business/retail-consumer/estee-lauder-slashes-annual-profit-forecast-cut-jobs-2024-02-05/ https://www.reuters.com/business/retail-consumer/estee-lauder-slashes-annual-profit-forecast-cut-jobs-2024-02-05/"
[X Link](https://x.com/sosacapital/status/1770529252728877462) 2024-03-20T19:14Z [---] followers, [---] engagements
"$EL and $LRLCY $OR reported lower than expected revenue and earnings in China since the COVID pandemic ending. $YSG is looking to expand while major players are largely looking to reduce exposure to the Chinese cosmetics market"
[X Link](https://x.com/sosacapital/status/1770530362684240156) 2024-03-20T19:18Z [---] followers, [---] engagements
"$EL CEO at the UBS Global Consumer and Retail Conference: The consumer sentiment will be in our opinion coming back will be coming back along with the economy and the stress post-COVID evolution that will probably go away over time. So that's the current situation. $YSG $OR"
[X Link](https://x.com/sosacapital/status/1770735434483618164) 2024-03-21T08:53Z [---] followers, [---] engagements
"Further reading: $EL $YSG $LVMH $OR $LRLCY https://www.wsj.com/business/retail/estee-lauders-slow-progress-on-china-turnaround-a-key-concern-for-analysts-6b277a93 https://www.wsj.com/business/retail/estee-lauders-slow-progress-on-china-turnaround-a-key-concern-for-analysts-6b277a93"
[X Link](https://x.com/sosacapital/status/1770735436937208166) 2024-03-21T08:53Z [---] followers, [---] engagements
"@knauserino Chinese twitter basically if youre looking for a quick though likely somewhat inaccurate analogy. Ridiculously valued IMO. One of the cheapest major names in China"
[X Link](https://x.com/sosacapital/status/1786077147360035073) 2024-05-02T16:55Z [---] followers, [---] engagements
"@AlphaExponent @MadConX I feel like the Chinese consumer generally is very price conscious. Given that next to almost every $SBUX is next to a $LKNCY makes it even easier to choose the latter"
[X Link](https://x.com/sosacapital/status/1786721441951432886) 2024-05-04T11:36Z [---] followers, [---] engagements
"Considering taking stake in $YKLTY. Strong brand name recent downturn for the stock might make this an interesting entry point"
[X Link](https://x.com/sosacapital/status/1786791027409350696) 2024-05-04T16:12Z [---] followers, [---] engagements
"Upsized my $BZUN position again. Great Q1 results IMO. The brand management section of earnings are especially promising. Additionally the operating cash flow for the E-Commerce segment in the Q1 turned positive for the first time since [----]. Looks like the bottom could be in"
[X Link](https://x.com/sosacapital/status/1796492021894611092) 2024-05-31T10:40Z [---] followers, [--] engagements
"@BeodoIV_IF @AllVentured Indeed the balance sheet gives $DQ room that other producers certainly do not have. Wont be many players left when prices stay this low/go lower for extended periods of time. $DQ certainly wont be among the first to fail"
[X Link](https://x.com/sosacapital/status/1810080812764742126) 2024-07-07T22:37Z [---] followers, [---] engagements
"@QuackSlayerHK One of the largest last mile delivery players in China. recently rebranded core offering to JD Now increasing synergy between $DADA and $JD. Misreported earnings overstated both revenue and costs impact was minimal and appropriate actions were taken by management"
[X Link](https://x.com/sosacapital/status/1827369450447794358) 2024-08-24T15:36Z [---] followers, [---] engagements
"@QuackSlayerHK @starkenfield Recovery ✅ $DADA"
[X Link](https://x.com/sosacapital/status/1839589569978638630) 2024-09-27T08:55Z [---] followers, [---] engagements
"$MPNGY is a behemoth in the service industry. I see comparisons with $DASH and $GRAB yet Meituan is much more than just food delivery. Recently Meituan expanded outside of China with expansion to HK and Saudi Arabia. Will follow closely in [----] might start a position soon"
[X Link](https://x.com/sosacapital/status/1878465700383088659) 2025-01-12T15:34Z [---] followers, [---] engagements
"Help me out folks. Do I add exposure to both Kuaishou and $PDD on Tuesday or should I just go with $PDD given higher growth rate and better margins at similar valuation. I have a feeling that Ill look back and wonder why I didnt concentrate holdings (add to $PDD) more"
[X Link](https://x.com/sosacapital/status/1891498029808595006) 2025-02-17T14:40Z [---] followers, [---] engagements
"$200 for $BABA shouldnt take too long. $BABA Alibaba Q3'25 Earnings Highlights: 🔹 Adj. EPS: [-----] (Est. 19.12) 🟢; UP +13% YoY 🔹 Revenue: 280.15B (Est. 277.37B) 🟢; UP +8% YoY 🔹 Adj. EBITDA: 62.05B (Est. 60.42B) 🟢; UP +4% YoY Cloud Intelligence Group: 🔹 Revenue: 31.74B (Est. 30.68B) 🟢; UP +13% YoY 🔹 $BABA Alibaba Q3'25 Earnings Highlights: 🔹 Adj. EPS: [-----] (Est. 19.12) 🟢; UP +13% YoY 🔹 Revenue: 280.15B (Est. 277.37B) 🟢; UP +8% YoY 🔹 Adj. EBITDA: 62.05B (Est. 60.42B) 🟢; UP +4% YoY Cloud Intelligence Group: 🔹 Revenue: 31.74B (Est. 30.68B) 🟢; UP +13% YoY 🔹"
[X Link](https://x.com/sosacapital/status/1892528249202254169) 2025-02-20T10:54Z [---] followers, [----] engagements
"$JD lowkey launched Joybuy in the UK as an online retail brand. Cant find any press releases on this as of yet. Its one of [--] accounts followed on Instagram by JDs other international venture Ochama. On TikTok the only follower of Joybuy is Ochama. http://joybuy.com http://joybuy.com"
[X Link](https://x.com/sosacapital/status/1895095814789247041) 2025-02-27T12:57Z [---] followers, [---] engagements
"As European full-category online retail brand Joybuy is committed to making shopping faster more convenient and more affordable for customers across the UK. http://JD.com http://JD.com"
[X Link](https://x.com/sosacapital/status/1895095817662284245) 2025-02-27T12:57Z [---] followers, [--] engagements
"Leveraging our self-operated logistics network we provide same-day and next-day delivery nationwide along with 30-minute Quick Commerce services in select areas of London"
[X Link](https://x.com/sosacapital/status/1895095820208480653) 2025-02-27T12:57Z [---] followers, [--] engagements
"@LimChe36611 @zoomyzoomm $JD arguably has the best customer service/experience out of $JD $BABA and $PDD"
[X Link](https://x.com/sosacapital/status/1895098769751835014) 2025-02-27T13:08Z [---] followers, [---] engagements
"Launched one week ago on the UK App Store by Jingdong retail $JD here are some featured images. Joybuy features same-day London delivery and UK next day delivery"
[X Link](https://x.com/sosacapital/status/1895102934830195014) 2025-02-27T13:25Z [---] followers, [---] engagements
"The newly launched Joybuy app looks similar to the Ochama app which has been available in European countries since 2022"
[X Link](https://x.com/sosacapital/status/1895103727133987088) 2025-02-27T13:28Z [---] followers, [--] engagements
"Previously $JD launched Joybuy as a global B2B platform but discontinued its operations in late [----]. https://pandaily.com/jd-coms-cross-border-shopping-platform-joybuy-halts-operations/ https://pandaily.com/jd-coms-cross-border-shopping-platform-joybuy-halts-operations/"
[X Link](https://x.com/sosacapital/status/1895105011698352208) 2025-02-27T13:33Z [---] followers, [---] engagements
"Last week $JD relaunched Joybuy as a B2C platform. The article below goes more in depth on previous developments regarding $JD international e-commerce initiatives. https://www.chinatalk.nl/cross-border-update-jd-ochama/ https://www.chinatalk.nl/cross-border-update-jd-ochama/"
[X Link](https://x.com/sosacapital/status/1895105408613916875) 2025-02-27T13:35Z [---] followers, [---] engagements
"Started a position $DLO. Market reaction (-30%) to Q4 [--] earnings is overblown and irrational IMO. Growth rate and FCF margin still solid class management thesis remains intact. Looks cheap here given the multiples its trading at"
[X Link](https://x.com/sosacapital/status/1896172846168342879) 2025-03-02T12:16Z [---] followers, [----] engagements
"Impressive Q4 results for $JD - Q4 revenue $47.5b (+13.4% YoY). - Q4 net income $1.4b (+191% YoY). - 8.1% of total outstanding shares repurchased in [----]. - Annual dividend of $1 per ADS announced"
[X Link](https://x.com/sosacapital/status/1897586282219307009) 2025-03-06T09:53Z [---] followers, [----] engagements
"Added to my $DLO position today. Started a position $DLO. Market reaction (-30%) to Q4 [--] earnings is overblown and irrational IMO. Growth rate and FCF margin still solid class management thesis remains intact. Looks cheap here given the multiples its trading at. https://t.co/lYNLnMnPyU Started a position $DLO. Market reaction (-30%) to Q4 [--] earnings is overblown and irrational IMO. Growth rate and FCF margin still solid class management thesis remains intact. Looks cheap here given the multiples its trading at. https://t.co/lYNLnMnPyU"
[X Link](https://x.com/sosacapital/status/1897769222261895330) 2025-03-06T22:00Z [---] followers, [---] engagements
"Waiting for $PDD Q4 earnings knowing itll be a double beat (while the rest of the market is imploding):"
[X Link](https://x.com/sosacapital/status/1899443249154002994) 2025-03-11T12:52Z [---] followers, [----] engagements
"$DLO is one of the most undervalued companies out there at the moment IMO"
[X Link](https://x.com/sosacapital/status/1899864032099647773) 2025-03-12T16:44Z [---] followers, [----] engagements
"$DLO efficient market theory debunked"
[X Link](https://x.com/sosacapital/status/1900000428407816465) 2025-03-13T01:46Z [---] followers, [----] engagements
"@deusexdividend Would rather own $DLO"
[X Link](https://x.com/sosacapital/status/1900171713893015659) 2025-03-13T13:06Z [---] followers, [---] engagements
"$DLO could 2X overnight and valuation would still be reasonable"
[X Link](https://x.com/sosacapital/status/1900182498698543534) 2025-03-13T13:49Z [---] followers, [---] engagements
"YTD returns for LatAm fintech names: $DLO -25% $NU +9% $STNE +19% $XP +22% $PAGS +23%"
[X Link](https://x.com/sosacapital/status/1900553197590057108) 2025-03-14T14:22Z [---] followers, [---] engagements
"All of these names look very appealing at these levels IMO. YTD returns for LatAm fintech names: $DLO -25% $NU +9% $STNE +19% $XP +22% $PAGS +23% YTD returns for LatAm fintech names: $DLO -25% $NU +9% $STNE +19% $XP +22% $PAGS +23%"
[X Link](https://x.com/sosacapital/status/1900556773813064000) 2025-03-14T14:37Z [---] followers, [---] engagements
"@zoomyzoomm Chinese cant own $PDD"
[X Link](https://x.com/sosacapital/status/1900665753915072742) 2025-03-14T21:50Z [---] followers, [---] engagements
"@EdSander Yes sure seems like it. Did some further digging and seems that Joybuy $JD now also made joybuyuk social accounts in addition to joybuy official accounts. Might not be solely rolling out Joybuy in the UK. Only time will tell sure is interesting though"
[X Link](https://x.com/sosacapital/status/1901719989448827149) 2025-03-17T19:39Z [---] followers, [--] engagements
"@zoomyzoomm Pretty much sums it up Turkish expansion alone certainly wont turn this into a $200b co. But few super apps will reach such heights thats WeChat territory. https://kz.kursiv.media/en/2025-03-14/engk-nknk-kaspi-kz-to-acquire-bank-in-turkey/amp/ https://kz.kursiv.media/en/2025-03-14/engk-nknk-kaspi-kz-to-acquire-bank-in-turkey/amp/"
[X Link](https://x.com/sosacapital/status/1901770070855934106) 2025-03-17T22:58Z [---] followers, [--] engagements
"3 days to $PDD earnings Waiting for $PDD Q4 earnings knowing itll be a double beat (while the rest of the market is imploding): https://t.co/XY4AJwc36p Waiting for $PDD Q4 earnings knowing itll be a double beat (while the rest of the market is imploding): https://t.co/XY4AJwc36p"
[X Link](https://x.com/sosacapital/status/1901785785323425904) 2025-03-18T00:00Z [---] followers, [---] engagements
"@TeaParty_1234 @zoomyzoomm Yeah seems like a sugarcoating statement tbh. Which CEO wouldnt want more users"
[X Link](https://x.com/sosacapital/status/1902013248313954630) 2025-03-18T15:04Z [---] followers, [--] engagements
"@investingichina $IQ is mostly subscription based anyway"
[X Link](https://x.com/sosacapital/status/1902240277990883435) 2025-03-19T06:06Z [---] followers, [---] engagements
"@But_The_Comps @SixSigmaCapital @qcapital2020 Yes just like Luckin Coffee Didi China Mobile etc. All trading OTC after delisting. Russian stocks however cant be traded"
[X Link](https://x.com/sosacapital/status/1911906942098018339) 2025-04-14T22:18Z [---] followers, [--] engagements
"$JD further european expansion looks likely. New instagram accounts for Joybuy Germany France and the Netherlands in addition to existing UK account. App now displaying: New cities coming soon. Soft launch in London area live as of now"
[X Link](https://x.com/sosacapital/status/1912630593520910483) 2025-04-16T22:14Z [---] followers, [---] engagements
"Dived into some $SNAP numbers. The post below and Snapchat+ subscriber growth look promising. ARPU improvements 450m+ DAU with current EV/revenue dont look too bad either. SBC as % of revenue still doesnt look pretty though Based on this dataset this is what $SNAP valuation would be with $/DAU for other companies: https://t.co/vXhAA3z9WC Based on this dataset this is what $SNAP valuation would be with $/DAU for other companies: https://t.co/vXhAA3z9WC"
[X Link](https://x.com/sosacapital/status/1914356270527660064) 2025-04-21T16:31Z [---] followers, [---] engagements
"Youre welcome. $DLO $DLO is one of the most undervalued companies out there at the moment IMO. $DLO is one of the most undervalued companies out there at the moment IMO"
[X Link](https://x.com/sosacapital/status/1923034846802162144) 2025-05-15T15:16Z [---] followers, [---] engagements
"@nataninvesting $JD $PDD $BABA Will be even more obvious retrospectively EOY"
[X Link](https://x.com/sosacapital/status/1927473269499936983) 2025-05-27T21:13Z [---] followers, [---] engagements
"Still true to this day $BZUN seems even be more detached from $GPS multiples now then it was a year and a half ago. Reiterating my stance on $BZUN undervalued. $BZUN so let me get this straight. Based on the revenue and growth rate of Baozun Brand Management for Gap Greater China alone that means without any other business segment or recent Hunter/Location acquisition just Gap Greater China revenue trades close to $GPS multiples. 1/4 https://t.co/K7HrcspIKY $BZUN so let me get this straight. Based on the revenue and growth rate of Baozun Brand Management for Gap Greater China alone that means"
[X Link](https://x.com/sosacapital/status/1943261599097328097) 2025-07-10T10:50Z [---] followers, [---] engagements
"$YUMC trading at lower multiples than $YUM doesnt make sense. Spread trade would probably work here. Preferably just long $YUMC management has been stellar"
[X Link](https://x.com/sosacapital/status/1944082532296712444) 2025-07-12T17:12Z [---] followers, [---] engagements
"First social media post of the new $JD initiative Joybuy. Seems to align with their renewed European e-commerce strategy including [----] expansion. https://www.instagram.com/p/DMIS1k8NGFy/utm_source=ig_web_copy_link https://www.instagram.com/p/DMIS1k8NGFy/utm_source=ig_web_copy_link"
[X Link](https://x.com/sosacapital/status/1945480296863781341) 2025-07-16T13:47Z [---] followers, [--] engagements
"New pop-up in $JD European app Ochama. As of tomorrow Ochama will rebrand as Joybuy a new and improved European shopping platform. This initiative together with the proposed takeover of European electronics retail company Ceconomy seems to signify $JD European ambition"
[X Link](https://x.com/sosacapital/status/1955926076552565057) 2025-08-14T09:34Z [---] followers, [---] engagements
"@JRambo0810 @zoomyzoomm Fully agree with this take. The main issue with $JD for investors has always been revenue growth vs e-commerce peers and the low margins. They should get full credit for this growth re-acceleration"
[X Link](https://x.com/sosacapital/status/1955964096576143556) 2025-08-14T12:05Z [---] followers, [---] engagements
"Compared to comps $JD is highly undervalued IMO. One of the most overlooked and undervalued companies in the market currently. Currently $JD is trading at: P/E - 8.9x EV/sales 0.2x EV/EBITDA - 3.7x P/B - [---] (8/8). Currently $JD is trading at: P/E - 8.9x EV/sales 0.2x EV/EBITDA - 3.7x P/B - [---] (8/8)"
[X Link](https://x.com/sosacapital/status/1956778238283325536) 2025-08-16T18:01Z [---] followers, [---] engagements
"$DLO is up 83% since this post. Youre welcome. $DLO is one of the most undervalued companies out there at the moment IMO. $DLO is one of the most undervalued companies out there at the moment IMO"
[X Link](https://x.com/sosacapital/status/1957223865811415531) 2025-08-17T23:31Z [---] followers, [----] engagements
"The $PLTR short guy @public_equities must be loving life right now"
[X Link](https://x.com/sosacapital/status/1957894816672469204) 2025-08-19T19:57Z [---] followers, [---] engagements
"In hindsight absolute bottom for $BZUN. $BZUN so let me get this straight. Based on the revenue and growth rate of Baozun Brand Management for Gap Greater China alone that means without any other business segment or recent Hunter/Location acquisition just Gap Greater China revenue trades close to $GPS multiples. 1/4 https://t.co/K7HrcspIKY $BZUN so let me get this straight. Based on the revenue and growth rate of Baozun Brand Management for Gap Greater China alone that means without any other business segment or recent Hunter/Location acquisition just Gap Greater China revenue trades close to"
[X Link](https://x.com/sosacapital/status/1958807313441075678) 2025-08-22T08:23Z [---] followers, [---] engagements
"The Joybuy app is now live in Europe. $JD"
[X Link](https://x.com/sosacapital/status/1959198534290350288) 2025-08-23T10:18Z [---] followers, [---] engagements
"Who would bet against $PDD and Li Lu Norbert Lou Duan Yongping These people dont hold [--] companies. They are highly selective of the bets they make. Heck Li Lu even went on the board of a company just to get to know the son of the Timberland CEO before investing in them"
[X Link](https://x.com/sosacapital/status/1959749067023777876) 2025-08-24T22:46Z [---] followers, [----] engagements
"@zoomyzoomm Dont forget Duan Yongping. Who made heavy bets on both $AAPL and $NTES. He is very selective"
[X Link](https://x.com/sosacapital/status/1959749375178973495) 2025-08-24T22:47Z [---] followers, [---] engagements
"@JustinvestToday $JD $PDD"
[X Link](https://x.com/sosacapital/status/1959935053623910611) 2025-08-25T11:05Z [---] followers, [---] engagements
"Up 23% since this post believe it can go up +50% from here in the next twelve months. $BZUN Still true to this day $BZUN seems even be more detached from $GPS multiples now then it was a year and a half ago. Reiterating my stance on $BZUN undervalued. Still true to this day $BZUN seems even be more detached from $GPS multiples now then it was a year and a half ago. Reiterating my stance on $BZUN undervalued"
[X Link](https://x.com/sosacapital/status/1961205403204636677) 2025-08-28T23:13Z [---] followers, [---] engagements
"@EquityBrian This is gambling not investing"
[X Link](https://x.com/sosacapital/status/1963471541250797767) 2025-09-04T05:17Z [---] followers, [---] engagements
"Ant IPO maybe back on the table after all. $BABA $KWEB $TCHEY $JD $PDD https://www.scmp.com/business/banking-finance/article/3205938/jack-ma-gives-control-ant-group-restructuring-chinas-largest-fintech-company-put-it-back-path-ipo https://www.scmp.com/business/banking-finance/article/3205938/jack-ma-gives-control-ant-group-restructuring-chinas-largest-fintech-company-put-it-back-path-ipo"
[X Link](https://x.com/sosacapital/status/1611771884470927361) 2023-01-07T17:08Z [---] followers, [---] engagements
"The same goes for perceived China risk. Of course most of the revenues for companies like $JD $BABA $TCHEY can be attributed to the Chinese market however companies like $AAPL get a significant share of their revenue from China as well. Yet no one seems concerned about $AAPL @FrameworkWisely I dont think arbitrary regulations and punishment is as common as some make it seem. Also $JD only received modest fines in the recent years compared to peers. These graphs shows some of the fines imposed in the EU would that make Europe or these companies uninvestable https://t.co/Vrj3Rp5GEg"
[X Link](https://x.com/sosacapital/status/1716462580078678029) 2023-10-23T14:32Z [---] followers, [----] engagements
"$YSG Down 40% YTD even when a turnaround is likely in-play their cash balance is huge and skin care brands (higher margin business) are becoming a bigger part of the business. Furthermore big cosmetic brands $OR $LRLCY still name China as a key growth market"
[X Link](https://x.com/sosacapital/status/1770104141311770976) 2024-03-19T15:04Z [---] followers, [---] engagements
"@ChrisZ_CH @ahern_brendan They have tried in Southeast Asia still offer logistic services. Currently $JD is still active in Europe and has been rumored to be interested in acquiring either $CEC or $CURY"
[X Link](https://x.com/sosacapital/status/1794030513369325841) 2024-05-24T15:39Z [---] followers, [---] engagements
"Added to my $DADA position. JD now rebranding and more prominent place in the main $JD app could drastically increase traffic. $DADA now results looked great in the quarterly earnings"
[X Link](https://x.com/sosacapital/status/1796491531928625289) 2024-05-31T10:38Z [---] followers, [---] engagements
"@LanNickHoang @theresa_perrin @RobertJJStain @PerfumetimeTw Added today"
[X Link](https://x.com/sosacapital/status/1798118161876926585) 2024-06-04T22:22Z [---] followers, [--] engagements
"@onepieceinsight @PerfumetimeTw @theresa_perrin Nice time to add IMO recent positioning by $JD shows confidence in the business. $DADA"
[X Link](https://x.com/sosacapital/status/1798122296584143153) 2024-06-04T22:38Z [---] followers, [---] engagements
"Really seem to be one of the lonely few seeing value in $DADA currently. Recent brand upgrade for JD now coupled with majority stake owned by $JD and $WMT this looks like a great deal currently. Trading below cash. Added now at full position size patience is a virtue"
[X Link](https://x.com/sosacapital/status/1799221858363191510) 2024-06-07T23:28Z [---] followers, [---] engagements
"@slovak83 Yes JDDJ which is operated by $DADA has been rebranded to JD Now and gained a more prominent position within the main JD app"
[X Link](https://x.com/sosacapital/status/1799563544096117076) 2024-06-08T22:05Z [---] followers, [---] engagements
"@LanNickHoang @theresa_perrin @Investaup @RobertJJStain @PerfumetimeTw July/August we will see a runup IMO"
[X Link](https://x.com/sosacapital/status/1803892905477583269) 2024-06-20T20:49Z [---] followers, [---] engagements
"Current largest positions $DADA and $BZUN"
[X Link](https://x.com/sosacapital/status/1811410378707857729) 2024-07-11T14:41Z [---] followers, [----] engagements
"@Tintincapital $YKLTY"
[X Link](https://x.com/sosacapital/status/1824157280960479424) 2024-08-15T18:52Z [---] followers, [--] engagements
"Vice chairman of Taiwan's FTC on $950M FoodPanda Taiwan takeover bid by $UBER In the food delivery platform market UberEats' main competitive pressure comes from Foodpanda. The merger would eliminate this competitive pressure $MPNGY $DHER"
[X Link](https://x.com/sosacapital/status/1878563005656371484) 2025-01-12T22:01Z [---] followers, [---] engagements
"Next up: $IQ A takeover bid by either $TCHEY $BABA or ByteDance in [----] wouldnt surprise me. A year later and the prophecy has been fulfilled. $DADA has received a preliminary non-binding proposal from $JD to acquire all of the outstanding ordinary shares for US$2.0 per ADS. https://t.co/qLbg2LPBB8 A year later and the prophecy has been fulfilled. $DADA has received a preliminary non-binding proposal from $JD to acquire all of the outstanding ordinary shares for US$2.0 per ADS. https://t.co/qLbg2LPBB8"
[X Link](https://x.com/sosacapital/status/1883875317468831778) 2025-01-27T13:50Z [---] followers, [---] engagements
"Hot take: $JD will outperform both $BABA and $PDD in [----]. Richard Liu and Sandy Ran Xu only need to raise margins slightly continue European expansion and keep market share steady. The GMV of $JD justifies a valuation multiples of the current market cap"
[X Link](https://x.com/sosacapital/status/1889382610352382373) 2025-02-11T18:34Z [---] followers, [----] engagements
"$JD $DADA https://thebambooworks.com/news-wrap-jd-com-completes-dada-nexus-takeover-with-privatization-bid/ At this point it might make sense for $JD to acquire the remaining 47% of $DADA and take it private. https://thebambooworks.com/news-wrap-jd-com-completes-dada-nexus-takeover-with-privatization-bid/ At this point it might make sense for $JD to acquire the remaining 47% of $DADA and take it private"
[X Link](https://x.com/sosacapital/status/1890911358956237235) 2025-02-15T23:49Z [---] followers, [---] engagements
"@ChRiS1_9_9_3 If China makes you uneasy definitely stay away from $EL. A very significant part of their revenue comes from China"
[X Link](https://x.com/sosacapital/status/1890920955465130009) 2025-02-16T00:27Z [---] followers, [---] engagements
"@SixSigmaCapital @zoomyzoomm @cyruslarijani I never understand why one would want to own $KWEB over $JD $BABA or $PDD. Diversification IMO just means exposure to weaker underperforming companies and paying an expense ratio for it"
[X Link](https://x.com/sosacapital/status/1891136636152369346) 2025-02-16T14:44Z [---] followers, [---] engagements
"@zoomyzoomm @SixSigmaCapital @cyruslarijani $KWEB is worse. Diversification = either lack of confidence or laziness. Additionally holding $KWEB means exposure to fundamentally weaker underperforming companies. To make it even worse youd have to pay an expense ratio"
[X Link](https://x.com/sosacapital/status/1891137200026189827) 2025-02-16T14:46Z [---] followers, [--] engagements
"What makes $PDD one of the most disruptive forces in e-commerce An hour long episode by experts in Chinese e-commerce. Good watch would recommend. https://youtu.be/pO40peI7Py4si=KXm41UP5jT0NrDNH https://youtu.be/pO40peI7Py4si=KXm41UP5jT0NrDNH"
[X Link](https://x.com/sosacapital/status/1891439467358982547) 2025-02-17T10:48Z [---] followers, [---] engagements
"@zoomyzoomm TLDR; will add exposure to Chinese equities"
[X Link](https://x.com/sosacapital/status/1891474317675774105) 2025-02-17T13:06Z [---] followers, [---] engagements
"Current YTD performance: $JD +19% $BABA +47% $PDD +28%"
[X Link](https://x.com/sosacapital/status/1891498273933778996) 2025-02-17T14:41Z [---] followers, [---] engagements
"@zoomyzoomm The real question is who gets to $500 first"
[X Link](https://x.com/sosacapital/status/1891763283507413071) 2025-02-18T08:14Z [---] followers, [---] engagements
"@zoomyzoomm I wouldve bought leaps not used leverage. Better or worse idk only time will tell"
[X Link](https://x.com/sosacapital/status/1891813617202250151) 2025-02-18T11:34Z [---] followers, [---] engagements
"@zoomyzoomm They do require getting the timing right. Anyone holding leaps near expiry since mid [--] likely lost capital for names like $BABA $JD. Why would it be different for expiry dates [----] 2027"
[X Link](https://x.com/sosacapital/status/1891819885728051685) 2025-02-18T11:59Z [---] followers, [---] engagements
"(9) Pershing Square would enter into a services agreement with HHH and receive an annual fee paid quarterly of 1.5% of HHHs equity market capitalization. Yeah. Ill pas. Pershing Square has submitted a proposal to Howard Hughes Holdings (NYSE: HHH) https://t.co/2CiHxYV59J to acquire [--] million newly issued shares of the company at $90 per share. When combined with the [----] million shares that are currently held by the Pershing Square Funds we Pershing Square has submitted a proposal to Howard Hughes Holdings (NYSE: HHH) https://t.co/2CiHxYV59J to acquire [--] million newly issued shares of the"
[X Link](https://x.com/sosacapital/status/1891970476789924121) 2025-02-18T21:58Z [---] followers, [---] engagements
"2025 wildcard: $BABA Ant IPO Imagine an ant group ipo rn $baba to $1k lol Imagine an ant group ipo rn $baba to $1k lol"
[X Link](https://x.com/sosacapital/status/1893234860283547654) 2025-02-22T09:42Z [---] followers, [----] engagements
"$JD and $MPNGY both look enticing at these levels"
[X Link](https://x.com/sosacapital/status/1915460883834192244) 2025-04-24T17:40Z [---] followers, [---] engagements
"$JD to buy Ceconomy for $2.5B. https://www.reuters.com/business/retail-consumer/chinas-jdcom-buy-germanys-ceconomy-deal-valuing-it-25-billion-2025-07-30/ $JD further european expansion looks likely. New instagram accounts for Joybuy Germany France and the Netherlands in addition to existing UK account. App now displaying: New cities coming soon. Soft launch in London area live as of now. https://www.reuters.com/business/retail-consumer/chinas-jdcom-buy-germanys-ceconomy-deal-valuing-it-25-billion-2025-07-30/ $JD further european expansion looks likely. New instagram accounts for Joybuy"
[X Link](https://x.com/sosacapital/status/1951933686972092417) 2025-08-03T09:10Z [---] followers, [---] engagements
"Guess who ended up taking over $DADA Yeah thats right $JD At this point it might make sense for $JD to acquire the remaining 47% of $DADA and take it private. At this point it might make sense for $JD to acquire the remaining 47% of $DADA and take it private"
[X Link](https://x.com/sosacapital/status/1958807489442369882) 2025-08-22T08:24Z [---] followers, [---] engagements
"@CompoundinGirl Duan Yongping bought $PDD as well. He rarely swings but when he does its in a big way. Only nameworthy investments being $AAPL and $NTES which he made an absolute fortune on"
[X Link](https://x.com/sosacapital/status/1959253401931264443) 2025-08-23T13:56Z [---] followers, [---] engagements
"Great read on Duan Yongping and $PDD. https://www.alphaexponent.net/p/duan-the-dilettante-12 https://www.alphaexponent.net/p/duan-the-dilettante-12"
[X Link](https://x.com/sosacapital/status/1959540020588552490) 2025-08-24T08:55Z [---] followers, [---] engagements
"The future is bright for $JD Strong growth a $2.5b European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast here is what you need to know https://t.co/xf0oWclTdP Strong growth a $2.5b European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast here is what you need to know https://t.co/xf0oWclTdP"
[X Link](https://x.com/sosacapital/status/1979626652117410125) 2025-10-18T19:12Z [---] followers, [---] engagements
"@MMatters22596 Write up on $JD margin pressure attributable to their instant retail battle with Meituan and European growth initiative. Certainly looks very appealing. Cash reserves are enormous. Strong growth a $2.5b European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast here is what you need to know https://t.co/xf0oWclTdP Strong growth a $2.5b European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast here is what you need to know https://t.co/xf0oWclTdP"
[X Link](https://x.com/sosacapital/status/1979870987383701549) 2025-10-19T11:23Z [---] followers, [---] engagements
"Great keynote at IFA Berlin CEO of JD worldwide and Senior Vice President of Jack Shuai Li shares how $JD is combining logistics technology and international partnerships to redefine retail and customer experience worldwide. https://youtu.be/1dOIs84RUAQ http://JD.com https://youtu.be/1dOIs84RUAQ http://JD.com"
[X Link](https://x.com/sosacapital/status/1979872772756283620) 2025-10-19T11:30Z [---] followers, [---] engagements
"$JD valuation metrics. Everyone sleeping on this. Undervalued"
[X Link](https://x.com/sosacapital/status/1979876400086802790) 2025-10-19T11:44Z [---] followers, [---] engagements
"@TheMiniCapital @Kafka7invest @ragingbullcap Also take into account market cap/user for peers is much higher than $SNAP currently. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly active users (MAU) $SNAP $13.9 $PINS $38.1 Rev(Q2)/MAU $SNAP $1.44 $PINS $1.72 *Reddit and Meta dont report MAU Pinterest doesnt report DAU. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly active users (MAU) $SNAP $13.9 $PINS $38.1 Rev(Q2)/MAU $SNAP"
[X Link](https://x.com/sosacapital/status/1980756745719853310) 2025-10-21T22:03Z [---] followers, [---] engagements
"@TheMiniCapital @Kafka7invest @ragingbullcap Definitly better fundamentals hence trading at higher prices accordingly. However ARPU expansion and market cap/user expansion is more likely to increase for $SNAP IMO given subscription revenue (partially because of charging for memories 5GB) and ad platform improvements"
[X Link](https://x.com/sosacapital/status/1980949617773592593) 2025-10-22T10:49Z [---] followers, [---] engagements
"ARPU expansion and market cap/user increase is likely for $SNAP IMO given growth in subscription revenue (Snapchat+ partially because of charging for memories 5GB) ad platform improvements and sponsored snap. Currently every DAU $SNAP is valued 10-20x less than peers. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly active users (MAU) $SNAP $13.9 $PINS $38.1 Rev(Q2)/MAU $SNAP $1.44 $PINS $1.72 *Reddit and Meta dont report MAU Pinterest doesnt report DAU. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT"
[X Link](https://x.com/sosacapital/status/1980951699230490971) 2025-10-22T10:57Z [---] followers, [---] engagements
"$SNAP could be worth $50b with close to 1b MAUs. Which is actually conservative relative to $ per MAU for $META $PINS and $RDDT"
[X Link](https://x.com/sosacapital/status/1982399463437353364) 2025-10-26T10:50Z [---] followers, [----] engagements
"Unpopular opinion: $SNAP should be valued higher than $PINS and will be soon"
[X Link](https://x.com/sosacapital/status/1985830208046260266) 2025-11-04T22:03Z [---] followers, [----] engagements
"@TheShortBear If thats the thesis just buy $MELI"
[X Link](https://x.com/sosacapital/status/1986196045970481572) 2025-11-05T22:16Z [---] followers, [----] engagements
"What seems to have gone unnoticed in $SNAP Q3 report: Perplexity is paying $400M for exposure to Snaps [--] billion monthly users. The lesson here is that distribution is the highest-value commodity. Forget the model the platform that controls the users is the one getting paid"
[X Link](https://x.com/sosacapital/status/1987509282443579641) 2025-11-09T13:15Z [---] followers, [---] engagements
"$JD shouldnt trade at these levels. One of the most overlooked and undervalued assets in the market right now. Barely up 3% post Q3 earnings. 14.9% revenue growth. Long"
[X Link](https://x.com/sosacapital/status/1988905362947231979) 2025-11-13T09:42Z [---] followers, [---] engagements
"$JD back to pre Q3 earnings levels. +4% gain pre-market has been erased. Doesnt make any sense valuation is substantially lower than all fair value estimates. Could 2x here without looking overly expensive"
[X Link](https://x.com/sosacapital/status/1988934976587673803) 2025-11-13T11:40Z [---] followers, [---] engagements
"Since today $JD is my largest position"
[X Link](https://x.com/sosacapital/status/1989460538200658343) 2025-11-14T22:28Z [---] followers, [---] engagements
"$JD is ranked 37th in the world on revenue 516th in terms of market cap. Valuation and fundamentals have long been disconnected"
[X Link](https://x.com/sosacapital/status/1989750764479062171) 2025-11-15T17:42Z [---] followers, [----] engagements
"Finfluencers are selling $JD January [----] $40 calls at -80%. Bottom is in. You heard it here first"
[X Link](https://x.com/sosacapital/status/1991508843134873758) 2025-11-20T14:08Z [---] followers, [----] engagements
"I dont care about charts fundamentally $JD is one of the best buys in the market right now"
[X Link](https://x.com/sosacapital/status/1991601248769016256) 2025-11-20T20:15Z [---] followers, [---] engagements
"$JD right now is the largest position in my portfolio by far"
[X Link](https://x.com/sosacapital/status/1991604340952559990) 2025-11-20T20:27Z [---] followers, [---] engagements
"$JD CHINA TO MAKE FULL USE POLICIES FOR LARGE-SCALE EQUIPMENT UPGRADES AND TRADE-IN PROGRAMS FOR CONSUMER GOODS #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #StockMarket $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #StockMarket https://t.co/L1mJUkLqN1 CHINA TO MAKE FULL USE POLICIES FOR LARGE-SCALE EQUIPMENT UPGRADES AND TRADE-IN PROGRAMS FOR CONSUMER GOODS #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #StockMarket $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #StockMarket https://t.co/L1mJUkLqN1"
[X Link](https://x.com/sosacapital/status/1993582568944378066) 2025-11-26T07:28Z [---] followers, [---] engagements
"The market underestimates $JD European expansion. - Expanding its overseas warehouses and logistics operations. - Takeover of Ceconomy (one of Europes biggest tech retailers) regulatory approval pending. - Launched Joybuy now offering same and next day delivery"
[X Link](https://x.com/sosacapital/status/1994756553501807062) 2025-11-29T13:13Z [---] followers, [----] engagements
"JoyExpress delivery vehicles spotted in London delivering parcels for Joybuy. $JD"
[X Link](https://x.com/sosacapital/status/1995076491726770560) 2025-11-30T10:24Z [---] followers, [----] engagements
"The Ceconomy (Media Markt + Saturn) takeover which also includes access to a 22% stake in Fnac Darty will make $JD the biggest electronics retailer in Europe with 1000+ stores. In addition hundreds of job openings for Joybuy currently. $JD European expansion in full swing"
[X Link](https://x.com/sosacapital/status/1997650742673322457) 2025-12-07T12:53Z [---] followers, [----] engagements
"So let me get this straight. $BIDU is down because of Trumps approval of H200 chips. China then proceeds to limit imports and $BIDU and the whole of China tech remains down pre-market. Make it make sense. $JD $BABA $TCEHY"
[X Link](https://x.com/sosacapital/status/1998387235989692832) 2025-12-09T13:40Z [---] followers, [---] engagements
"@TheShortBear $JD is the more obvious choice valuation is much more appealing"
[X Link](https://x.com/sosacapital/status/2000960380307431826) 2025-12-16T16:05Z [---] followers, [---] engagements
"$JD and $CPNG having the same market cap is outrageous. How the market values $JD compared to comps is a mystery to me"
[X Link](https://x.com/sosacapital/status/2000989428328865865) 2025-12-16T18:00Z [---] followers, [---] engagements
"Cant imagine $JD not ramping through their share buyback program with these prices"
[X Link](https://x.com/sosacapital/status/2000993610724991354) 2025-12-16T18:17Z [---] followers, [---] engagements
"@stocksandbjj Room for margin compression vs room for margin expansion"
[X Link](https://x.com/sosacapital/status/2000995014109983220) 2025-12-16T18:22Z [---] followers, [--] engagements
"@stocksandbjj Chinas economy is roughly 11x the size of South Korea and the gap will continue to widen IMO. $JD has just taken over the largest European tech retailer and is expanding in massive ways (also its logistics is the Middle East and Southeast Asia)"
[X Link](https://x.com/sosacapital/status/2001202274668798340) 2025-12-17T08:06Z [---] followers, [--] engagements
"$JD $BABA $PDD $AMZN"
[X Link](https://x.com/sosacapital/status/2002022457847296125) 2025-12-19T14:25Z [---] followers, [---] engagements
"Id recommend anyone to watch the Lu Li lecture at Columbia Business School from [----] about his investment philosophy and approach to value investing. $PDD $GOOGL $MU $BABA Li Lu really had $MU as his top bet with more than 1/3 of his entire fund in it. Then proceeded to repark it in $GOOGL full portfolio almost. Now he is on $PDD. Not saying long the latest but boy is it nice to see a multi-B portfolio beeing traded with conviction. To me Li Lu really had $MU as his top bet with more than 1/3 of his entire fund in it. Then proceeded to repark it in $GOOGL full portfolio almost. Now he is on"
[X Link](https://x.com/sosacapital/status/2007197436067099046) 2026-01-02T21:08Z [---] followers, [---] engagements
"Evan Spiegel is dumping $SNAP again. $30M worth sold already in the first week of [----]. Of course people sell for numerous reasons but its worth noting"
[X Link](https://x.com/sosacapital/status/2009304912782323731) 2026-01-08T16:43Z [---] followers, [----] engagements
"Which means according to his 10b5-1 trading plan he is done selling $SNAP until September [----]. He can sell stock with a value equal to $30M plus such amount as necessary to attain a value equal to $10M of the gross sale proceeds for additional gifting transactions. Evan Spiegel is dumping $SNAP again. $30M worth sold already in the first week of [----]. Of course people sell for numerous reasons but its worth noting. Evan Spiegel is dumping $SNAP again. $30M worth sold already in the first week of [----]. Of course people sell for numerous reasons but its worth noting"
[X Link](https://x.com/sosacapital/status/2009307286766854498) 2026-01-08T16:52Z [---] followers, [---] engagements
"@_nevrose_ @Snap @Snapchat @evanspiegel Its pre determined selling of shares. The $30M worth of shares has been reached according to the 10b5-1 filing that will be the total amount until at least September 2026"
[X Link](https://x.com/sosacapital/status/2009408535894085695) 2026-01-08T23:35Z [---] followers, [---] engagements
"$CHA at $11 pre-market is one of the most obvious longs in the market right now"
[X Link](https://x.com/sosacapital/status/2004534223517241813) 2025-12-26T12:46Z [---] followers, [----] engagements
"$SNAP earnings due in two days. Long going into earnings. Which means according to his 10b5-1 trading plan he is done selling $SNAP until September [----]. He can sell stock with a value equal to $30M plus such amount as necessary to attain a value equal to $10M of the gross sale proceeds for additional gifting transactions. Which means according to his 10b5-1 trading plan he is done selling $SNAP until September [----]. He can sell stock with a value equal to $30M plus such amount as necessary to attain a value equal to $10M of the gross sale proceeds for additional gifting transactions"
[X Link](https://x.com/sosacapital/status/2018320829826662883) 2026-02-02T13:49Z [---] followers, [---] engagements
"This is from 10/2025. Since this post: $SNAP -11% $RDDT -7% $META -1% $PINS -31% $SNAP still the best priced out of all these names. ARPU and market cap per user ratio is the lowest by far. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly active users (MAU) $SNAP $13.9 $PINS $38.1 Rev(Q2)/MAU $SNAP $1.44 $PINS $1.72 *Reddit and Meta dont report MAU Pinterest doesnt report DAU. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly"
[X Link](https://x.com/sosacapital/status/2018356483222614135) 2026-02-02T16:10Z [---] followers, [---] engagements
"@WerewolfHolding @CNBC $SNAP couldve easily been a $100b company already"
[X Link](https://x.com/sosacapital/status/2018828045470290342) 2026-02-03T23:24Z [---] followers, [---] engagements
"@CubistCap $SNAP shouldnt be trading at these levels. Certainly room for ARPU expansion"
[X Link](https://x.com/sosacapital/status/2018828664163774674) 2026-02-03T23:27Z [---] followers, [---] engagements
"@realroseceline Snapchat+ alone could carry $SNAP going forward. Growth is phenomenal for the subscription business. Charging for storage alone would be a decent way to get to a low single percentage of DAUs which would get them to profitability"
[X Link](https://x.com/sosacapital/status/2018829414658961786) 2026-02-03T23:30Z [---] followers, [---] engagements
"@__Con_ Id say early not wrong. $SNAP will probably still play out in 2026"
[X Link](https://x.com/sosacapital/status/2018829558015811699) 2026-02-03T23:30Z [---] followers, [---] engagements
"The same is even more true for $SNAP. Priced for bankruptcy at this point. Would not be surprised if we see a 3X this year. We are starting to enter price territories for some stocks (thinking $TTD $PINS) that can really only be justified if they miss [----] by 30% or more IMO. I am NOT saying go out and catch a falling knife. these names have hair on them. just something to consider into EPS. We are starting to enter price territories for some stocks (thinking $TTD $PINS) that can really only be justified if they miss [----] by 30% or more IMO. I am NOT saying go out and catch a falling knife."
[X Link](https://x.com/sosacapital/status/2018830614305378762) 2026-02-03T23:35Z [---] followers, [---] engagements
"Funny thing is the people bearish on $SNAP for countries considering a social media ban for kids are by and large the same people who complain about $SNAP not being able to monetize adolescents"
[X Link](https://x.com/sosacapital/status/2018831195383955796) 2026-02-03T23:37Z [---] followers, [---] engagements
"@FlexInvest7 If these bans even pass and are enforced in Europe. Spain France and Greece are moving forward with this it seems. Other legislation is largely pending. Minors [--] are worth a fraction in terms of ad revenue for $SNAP and advertising is heavily restricted for this age group"
[X Link](https://x.com/sosacapital/status/2018833247451648051) 2026-02-03T23:45Z [---] followers, [---] engagements
"@FlexInvest7 It got killed already lol. Response would probably be muted to slightly lower given whats priced in at this price"
[X Link](https://x.com/sosacapital/status/2018834634600337461) 2026-02-03T23:50Z [---] followers, [---] engagements
"Where is Perplexity $SNAP"
[X Link](https://x.com/sosacapital/status/2019403742463009163) 2026-02-05T13:32Z [---] followers, [---] engagements
"Positive post ER move for $SNAP now entirely erased"
[X Link](https://x.com/sosacapital/status/2019418273725755892) 2026-02-05T14:30Z [---] followers, [---] engagements
"$SNAP down on this ER is absurd"
[X Link](https://x.com/sosacapital/status/2019418577192046937) 2026-02-05T14:31Z [---] followers, [---] engagements
"$SNAP down 10% from pre-market high after posting Q4 earnings"
[X Link](https://x.com/sosacapital/status/2019419257675919840) 2026-02-05T14:34Z [---] followers, [---] engagements
"$SNAP famously turned down a $3b offer from $META in [----] later amounts of $6b were reportedly considered. If Spiegel wouldve sold for $META stock in [----] or FB back then this stake would be worth roughly $60b today"
[X Link](https://x.com/sosacapital/status/2019460695020957970) 2026-02-05T17:18Z [---] followers, [---] engagements
"@WerewolfHolding @CNBC Nothing too exciting it seems"
[X Link](https://x.com/sosacapital/status/2019488335111065610) 2026-02-05T19:08Z [---] followers, [--] engagements
"$SNAP ended today -20% from pre-market highs"
[X Link](https://x.com/sosacapital/status/2019528448348475670) 2026-02-05T21:47Z [---] followers, [---] engagements
"Instead of getting robbed of novelties (map disappearing messaging stories foto messaging AR filters) $SNAP should to differentiate their own offering. Think boards topic chat/spotlight searchable posts communities. More ad heavy components as well improve ARPU"
[X Link](https://x.com/sosacapital/status/2019536460534411682) 2026-02-05T22:19Z [---] followers, [---] engagements
"Xiaohongshu is superior to Pinterest and the Instagram discover page in every way. Reportedly valued at $50b in late [----]. $PINS $META"
[X Link](https://x.com/sosacapital/status/2019956439570358481) 2026-02-07T02:08Z [---] followers, [---] engagements
"Most overlooked part of the Q4 call $SNAP: creativity. I mean one of the things we love to do is invent new services and we've got a bunch of ideas for new apps for example that we could build using these AI tools and deploy very very quickly leveraging of course 1/2"
[X Link](https://x.com/sosacapital/status/2020227358670876858) 2026-02-07T20:05Z [---] followers, [---] engagements
"They friend and failed. Remember Poke No Exactly. Ironically it boosted Snap use tremendously. Zuckerberg tried to buy Snap numerous times it wasnt for sale. Tried to copy it crush it all attempts without success. Keep trying. Long $SNAP. $META is testing a new Instagram app to compete with $SNAP https://t.co/WvvlbVNmAg $META is testing a new Instagram app to compete with $SNAP https://t.co/WvvlbVNmAg"
[X Link](https://x.com/sosacapital/status/2021019154388832621) 2026-02-10T00:31Z [---] followers, [---] engagements
"Expectations for $JD are incredibly low people seem even less optimistic since JD joined the food delivery war with $MPNGY and $BABA. Synergies of instant retail with their core business are under-appreciated. Valuations have the worst case priced in it seems. Looking to add. Strong growth a $2.5B European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast heres what you need to know https://t.co/pNJEofxjMe Strong growth a $2.5B European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast heres what you need to know https://t.co/pNJEofxjMe"
[X Link](https://x.com/sosacapital/status/1957817536541589801) 2025-08-19T14:50Z [---] followers, [---] engagements
"+350% if you wouldve longed $YSG here. $YSG a nice challenge: find any Chinese stock with these kind of fundamentals which is down 40% YTD. $YSG is almost alone in this regard which is surprising given the turnaround in play and growth of skin care segment revenue share which contributes to a higher margin. $YSG a nice challenge: find any Chinese stock with these kind of fundamentals which is down 40% YTD. $YSG is almost alone in this regard which is surprising given the turnaround in play and growth of skin care segment revenue share which contributes to a higher margin"
[X Link](https://x.com/sosacapital/status/1958806960158966179) 2025-08-22T08:22Z [---] followers, [---] engagements
"$JD seems very well equipped to take on $MPNGY in their instant retail battle. https://www.reuters.com/technology/jdcom-faces-battle-gain-ground-chinas-instant-delivery-market-2025-08-14/ https://www.reuters.com/technology/jdcom-faces-battle-gain-ground-chinas-instant-delivery-market-2025-08-14/"
[X Link](https://x.com/sosacapital/status/1979871405123764376) 2025-10-19T11:25Z [---] followers, [---] engagements
"$MPNGY giving up on the group buying is of course a great thing for $PDD. On the other hand this probably means that instant retail competition with $JD and $BABA will intensify"
[X Link](https://x.com/sosacapital/status/2001994723313996170) 2025-12-19T12:35Z [---] followers, [----] engagements
"The bottom for at least the coming years could be in today for $SNAP IMO"
[X Link](https://x.com/sosacapital/status/2018702559117029619) 2026-02-03T15:06Z [---] followers, [---] engagements
"The Crucible Moment for $SNAP tomorrow"
[X Link](https://x.com/sosacapital/status/2018829916641669435) 2026-02-03T23:32Z [---] followers, [---] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@sosacapital Alejandro Sosa
Alejandro Sosa posts on X about $jd, $snap, $baba, $pdd the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +151%
- [--] Month [------] +616%
- [--] Months [------] +193%
- [--] Year [-------] +1,047%
Mentions: [--] #
- [--] Months [--] +11%
- [--] Year [--] +246%
Followers: [---] #
- [--] Week [---] +6.90%
- [--] Month [---] +7.30%
- [--] Months [---] +11%
- [--] Year [---] +59%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands countries social networks cryptocurrencies travel destinations exchanges celebrities
Social topic influence $jd, $snap #40, $baba, $pdd, china, baba, $meta #826, meta, $se, $pins
Top accounts mentioned or mentioned by @zoomyzoomm @finphysnerd @kafka7invest @cubistcap @sixsigmacapital @theresaperrin @perfumetimetw @werewolfholding @edsander @chivarse @fundaminv @stocksavvyshay @jrambo0810 @lastevens @dirtygreenpaper @fromvalue @bastianberger @quackslayerhk @lannickhoang @robertjjstain
Top assets mentioned Snap, Inc. (SNAP) Alibaba Group (BABA) Metadium (META) Sea Limited (SE) Pinterest, Inc. (PINS) Dada Nexus Ltd (DADA) DLocal Limited (DLO) Yatsen Holding Ltd (YSG) MercadoLibre Inc (MELI) Osisko Gold Royalties Ltd (OR) ELYSIA (EL) Reddit, Inc. (RDDT) GoPlus Security (GPS) Apple, Inc. (AAPL) Amazon.com, Inc. (AMZN) Grab Holdings Limited Class A Ordinary Shares (GRAB) Walmart, Inc. (WMT) StoneCo Ltd. Class A Common Shares (STNE) Xphere (XP) PagSeguro Digital Ltd. (PAGS) NuCypher (NU) IQ (IQ) Chagee Holdings Ltd. (CHA) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"@EdSander @freddiewittmann @AJButton2 Very comprehensive article Thank you. By the looks of it youre still updating it regularly It seems $JD hasnt been very decisive in choosing their approach for Ochama and the European market. Market research on their part hasnt been sufficient until now for Ochama"
X Link 2023-08-18T09:40Z [--] followers, [--] engagements
"@chivarse @D4anielK @fundam_inv Establishing a hub in Brazil for the South-American market doesnt seem like a bad idea IMO. Will be easier in the future to expand to other countries in the region $SE does well even with $MELI as a formidable competitor. It gives them a lot more optionality this way"
X Link 2023-08-24T22:12Z [--] followers, [---] engagements
"@Daanishlakhani @demonroj TikTok does have the advantage of being a social platform. Yet monetizing those platform by introducing e-commerce offering has not worked out for other players as well. $TCEHY is the prime example where it does work but $META $PINS $GOOG all have tried and failed somehow"
X Link 2023-08-26T10:53Z [---] followers, [--] engagements
"The Indonesian government is set to follow the lead of India and the United States in prohibiting social media platform TikTok from engaging in e-commerce activities within the country. Interesting to see if Indonesia will indeed ban TikTok shop"
X Link 2023-09-06T09:48Z [--] followers, [---] engagements
"Common misconceptions about live-streaming e-commerce demystified. An ever increasing percentage retail is conducted by means of live-streaming in China. In the rest of the world live-streaming e-commerce remains a small percentage of total retail volume. $BABA $PDD $JD $SE $SE's future & the global e-commerce landscape hinges on one major query: "What's the real potential of live-streaming e-commerce" Is it just impulse buying It's been [--] years since the inception of live-streaming e-Comm in China. It's time to revisit the [----] predictions with https://t.co/rjeEPjYPNa $SE's future & the"
X Link 2023-09-06T22:19Z [---] followers, [---] engagements
"Kenneth Soh Head of Marketing at Shopee $SE about Malaysia and Shopee Live last month: Embracing a hyper-localised approach the Shopee experience is simple and intuitive for all Malaysian users encouraging active participation in our campaigns"
X Link 2023-09-06T22:19Z [--] followers, [---] engagements
"@MaxTheComrade Being a solid second with those competitors is a very solid result for $SE especially given its ASEAN market dominance. Staying present in the LatAm market with their Brazil hub certainly gives them optionality for eventual expansion long term. $MELI is unmatched in LatAm"
X Link 2023-09-07T15:03Z [---] followers, [---] engagements
"@StockSavvyShay Very much agree with you on that. Its being priced as a dying business which IMO is very much undeserved and once again understates why the efficient market theory doesnt work that well all of the time"
X Link 2023-09-10T12:05Z [---] followers, [---] engagements
"@chivarse @StockSavvyShay RIP to those still shorting $SE at these depressed stock price levels. Risk reward doesnt make sense for shorting here IMO"
X Link 2023-09-10T12:06Z [--] followers, [---] engagements
"This image from The Economist presents the percentage of GMV per country for each e-commerce player in South-East Asia. Last year Shopee accounted for almost 50% of the $100bn in total goods sold online in South-East Asia. $SE $BABA $GOTO $AMZN"
X Link 2023-09-11T11:53Z [--] followers, [----] engagements
"This thread by @nagatainc illustrates the multifaceted value proposition of $JD. In addition to heavily increasing my $SE position recently Ive started a sizable position in $JD this month at an average of just under $32 per share. The current valuation is very appealing IMO"
X Link 2023-09-19T17:13Z [--] followers, [---] engagements
"@leonderks I agree on this the discrepancy between valuation for Chinese equities is significant. The discrepancy between $JD $BABA etc. and international peers is even more significant. $JD for example does more than $150b of revenue each year yet it isnt valued accordingly"
X Link 2023-09-28T08:03Z [--] followers, [---] engagements
"Added to $JD again its by far the largest position in my portfolio. Valuation makes absolutely zero sense at this point"
X Link 2023-10-12T22:37Z [--] followers, [----] engagements
"@JRambo0810 No problem for me Ill keep buying. Fundamentals are very strong"
X Link 2023-10-12T22:41Z [--] followers, [---] engagements
"$JD is my largest position ever in terms of % portfolio allocation. This is one of the most asymmetrical opportunities Ive seen in a very long time"
X Link 2023-10-14T11:21Z [--] followers, [----] engagements
"@LarryCheungCFA How do you feel about $WB Seems like great value"
X Link 2023-10-16T22:02Z [--] followers, [---] engagements
"$JD is now active in [--] European countries with Ochama. By extending services to [--] additional countries we are thrilled to offer more customers across Europe a seamless customer-centric and easy shopping experience right to their doorsteps"
X Link 2023-10-17T21:44Z [--] followers, [---] engagements
"The holy trinity of retail: [--]. Price [--]. Selection [--]. Convenience. $JD is among the top players for all three. Reputable for high quality authentic good $JD will benefit from the growing middle class and premium-goods demand increase in China IMO"
X Link 2023-10-20T07:47Z [--] followers, [---] engagements
"Im not implying that $BABA Cainao is overvalued it just shows the disparity between valuation of a $BABA subsidiary and $JD"
X Link 2023-10-20T08:00Z [--] followers, [---] engagements
"Highly recommend the Empire podcast series. It presents the stories of various Asian businesses including $GRAB and $BABA in a unique and existing manner. Best podcast Ive come across in a while"
X Link 2023-10-20T08:25Z [--] followers, [---] engagements
"If $JD is serious about European expansion and they would like to gain a physical presence in the country where Ochama first launched they should look into the possibility of acquiring segments of Mirage Retail Group formerly Blokker Holdings. The latter is reportedly on sale"
X Link 2023-10-23T00:56Z [--] followers, [---] engagements
""Since launching this collaboration we have seen a significant increase in both revenue and the number of orders" says Danny Zhang CEO of Ochama. $JD"
X Link 2023-10-23T01:01Z [--] followers, [---] engagements
"@LA_stevens_ Ironic indeed $SE seems like an obvious long compared to $MELI and $MELI"
X Link 2023-10-31T19:14Z [--] followers, [---] engagements
"@__NATEtheGREAT8 @fundam_inv Might very well be true for me this could be the one that got away if that were to happen. Doesnt seem overly expensive but still feel like much of the catalysts are priced in already. $TTWO"
X Link 2023-11-13T16:41Z [--] followers, [--] engagements
"@Elkingnatinho Decent assumptions should be very achievable for $JD. Looking forward to the upcoming earnings call this week"
X Link 2023-11-14T13:19Z [--] followers, [---] engagements
"$WMT still holds close to a 10% stake in $JD"
X Link 2023-11-14T14:07Z [--] followers, [---] engagements
"@dirtygreenpaper @LA_stevens_ Its precisely because of this irrationality and shortsightedness that these opportunities get missed so often. $SE looks like a good entry when not solely focusing on the unpredictability of the coming quarters. Long term the thesis is still in play. Added again today"
X Link 2023-11-14T21:01Z [--] followers, [---] engagements
"Short $PDD long $BABA and $JD could be the move here IMO"
X Link 2023-11-30T16:14Z [---] followers, [---] engagements
"$SE cant maintain market share vs the likes of $BABA $JD ByteDance - debunked $SE cant turn to profitability - debunked $SE Garena is a one-hit wonder - debunked $SE cant move beyond e-commerce - debunked (SeaMoney Garena new initiatives) - debunked Whats next"
X Link 2023-12-07T11:26Z [---] followers, [----] engagements
"@AMMOqq They dont have to win in LatAm to be successful. Operating in two completely separated regions with this level of success is admirable. Their market share in SEA justifies a much higher market cap without even considering their LatAm presence. $SE $MELI"
X Link 2023-12-07T16:38Z [--] followers, [---] engagements
"The drawdown of $SE today based on ByteDance investing in $GOTO Tokopedia doesnt make sense IMO. Numerous local players and behemoths like $BABA and $JD (both with a huge balance sheet at their disposal) have tried to compete with $SE and failed"
X Link 2023-12-11T21:54Z [---] followers, [---] engagements
"Came across this thread today interesting read. The fact that this was posted at lowest levels in the last [--] years makes it even better. $INTC has rallied 75% since. Perhaps an odd comparison but I feel strongly that $INTC might just become to the digital age what Levi Strauss became during the California Gold Rush a pick-and-shovel type of business. The amount of computing power needed to drive the digital age will steadily increase. 1/11 https://t.co/28uyDH8Nxi Perhaps an odd comparison but I feel strongly that $INTC might just become to the digital age what Levi Strauss became during the"
X Link 2023-12-12T22:29Z [---] followers, [---] engagements
"@FromValue @bastianberger $SE should stay in Brazil as opposed to many that refer to it as a managerial mistake. $SE has so much optionality because of this it serves as their future LatAm hub and enables them to eventually expand to other countries in the regions. Their presence in Brazil is remarkable"
X Link 2023-12-19T20:44Z [--] followers, [---] engagements
"@bastianberger @FromValue Sure $MELI is a formidable competitor and the undisputed number [--] in the region. However $SE has been able to retain their market share thus far even with Southeast-Asia being their core-market. This is highly impressive IMO"
X Link 2023-12-20T10:49Z [---] followers, [---] engagements
"@mvarela1980 @FrisoAlenus Management of $DQ gave similar expectations in the last earnings call"
X Link 2024-01-05T00:14Z [---] followers, [---] engagements
"@w_washtrades Definitely not a lower valuation for $MELI"
X Link 2024-01-07T13:07Z [---] followers, [--] engagements
"@dirtygreenpaper Due to $DADA"
X Link 2024-01-08T14:15Z [---] followers, [---] engagements
"From ContrarianLife on Stocktwits: $DADA This is just so bizarre. Why would you purposely overstate revenue $70M AND cost $70M The balance sheet will likely improve upon unwinding this. Ive said it once but how is this not a standard error if early findings are 1/2"
X Link 2024-01-11T13:13Z [--] followers, [---] engagements
"Interesting that the recent $DADA report causes this much negative sentiment. Not a good look of course however $FSR and $BRDS didnt see similar reactions. This thread on Reddit discusses overstatement by $FSR late [----]. https://www.reddit.com/r/FiskerInvestorsClub/comments/181dl3x/10q_is_ok/ https://www.reddit.com/r/FiskerInvestorsClub/comments/181dl3x/10q_is_ok/"
X Link 2024-01-11T16:22Z [---] followers, [---] engagements
"@Michaelrose102 How could this go to zero with a balance sheet that looks anything like this"
X Link 2024-01-12T00:01Z [--] followers, [---] engagements
"@Nick43077312 Do you have a specific PT for reversal"
X Link 2024-01-12T11:19Z [--] followers, [--] engagements
"$BZUN so let me get this straight. Based on the revenue and growth rate of Baozun Brand Management for Gap Greater China alone that means without any other business segment or recent Hunter/Location acquisition just Gap Greater China revenue trades close to $GPS multiples. 1/4"
X Link 2024-01-17T18:28Z [---] followers, [---] engagements
"Keep in mind the BBM Gap segment of $BZUN is just roughly 1/6th revenues. Just the Gap segment would justify current valuations. That doesnt account for the nearly $1 billion in yearly revenue nearing profitability great improvements of 2/4"
X Link 2024-01-17T18:28Z [--] followers, [--] engagements
"the Gap China business (i.e. supply chain locations brand image). It doesnt take the balance sheet into consideration. In conclusion: $BZUN is not just undervalued. Rather it isnt valued at all. Current valuations can no longer be considered rational. 3/4"
X Link 2024-01-17T18:28Z [--] followers, [--] engagements
"@price_emmy4591 How are the fundamentals bad Balance sheet is incredible. Slowdown in sales is attributable to the continued polysillicon price decline which has been taking place for some time. This is not unique to $DQ. I would argue $DQ is very well positioned for a turnaround in 2H24"
X Link 2024-02-06T21:09Z [---] followers, [--] engagements
"Wouldnt surprise me if we see a $CEC Ceconomy takeover by $JD in the coming months. https://www.boersen-zeitung.de/english/ceconomy-ceo-wildberger-has-eager-sellers-breathing-down-his-neck https://www.boersen-zeitung.de/english/ceconomy-ceo-wildberger-has-eager-sellers-breathing-down-his-neck"
X Link 2024-02-20T13:42Z [---] followers, [---] engagements
"$YSG downtrend is unjustified IMO given the results for other major players in the Chinese cosmetic industry $OR $EL $LRLCY the turnaround in-play opening of new stores perfect diary rebranding and skincare revenue share increasing (higher margin). https://www.cosmeticsdesign-asia.com/Article/2023/12/13/Perfect-Diary-s-new-multi-benefit-lipstick-attracts-high-value-customers https://www.cosmeticsdesign-asia.com/Article/2023/12/13/Perfect-Diary-s-new-multi-benefit-lipstick-attracts-high-value-customers"
X Link 2024-03-20T16:46Z [---] followers, [---] engagements
"$YSG High margin part of the business is skin care. Recovery in cosmetics business overall has been slower than anticipated. However the same is true to even greater extent for other major brands such as $EL $OR $LRLCY. https://www.cosmeticsdesign-asia.com/Article/2024/03/19/yatsen-returns-to-growth-skin-care-brands-leads-recovery-but-makeup-declines https://www.cosmeticsdesign-asia.com/Article/2024/03/19/yatsen-returns-to-growth-skin-care-brands-leads-recovery-but-makeup-declines"
X Link 2024-03-20T19:13Z [---] followers, [---] engagements
""There are a lot of local Chinese brands that have emerged. Many of them are of decent quality and Chinese consumers are more willing than before to try these products and embrace them" said Javier Gonzalez Lastra luxury-focused portfolio manager $YSG https://www.reuters.com/business/retail-consumer/estee-lauder-slashes-annual-profit-forecast-cut-jobs-2024-02-05/ https://www.reuters.com/business/retail-consumer/estee-lauder-slashes-annual-profit-forecast-cut-jobs-2024-02-05/"
X Link 2024-03-20T19:14Z [---] followers, [---] engagements
"$EL and $LRLCY $OR reported lower than expected revenue and earnings in China since the COVID pandemic ending. $YSG is looking to expand while major players are largely looking to reduce exposure to the Chinese cosmetics market"
X Link 2024-03-20T19:18Z [---] followers, [---] engagements
"$EL CEO at the UBS Global Consumer and Retail Conference: The consumer sentiment will be in our opinion coming back will be coming back along with the economy and the stress post-COVID evolution that will probably go away over time. So that's the current situation. $YSG $OR"
X Link 2024-03-21T08:53Z [---] followers, [---] engagements
"Further reading: $EL $YSG $LVMH $OR $LRLCY https://www.wsj.com/business/retail/estee-lauders-slow-progress-on-china-turnaround-a-key-concern-for-analysts-6b277a93 https://www.wsj.com/business/retail/estee-lauders-slow-progress-on-china-turnaround-a-key-concern-for-analysts-6b277a93"
X Link 2024-03-21T08:53Z [---] followers, [---] engagements
"@knauserino Chinese twitter basically if youre looking for a quick though likely somewhat inaccurate analogy. Ridiculously valued IMO. One of the cheapest major names in China"
X Link 2024-05-02T16:55Z [---] followers, [---] engagements
"@AlphaExponent @MadConX I feel like the Chinese consumer generally is very price conscious. Given that next to almost every $SBUX is next to a $LKNCY makes it even easier to choose the latter"
X Link 2024-05-04T11:36Z [---] followers, [---] engagements
"Considering taking stake in $YKLTY. Strong brand name recent downturn for the stock might make this an interesting entry point"
X Link 2024-05-04T16:12Z [---] followers, [---] engagements
"Upsized my $BZUN position again. Great Q1 results IMO. The brand management section of earnings are especially promising. Additionally the operating cash flow for the E-Commerce segment in the Q1 turned positive for the first time since [----]. Looks like the bottom could be in"
X Link 2024-05-31T10:40Z [---] followers, [--] engagements
"@BeodoIV_IF @AllVentured Indeed the balance sheet gives $DQ room that other producers certainly do not have. Wont be many players left when prices stay this low/go lower for extended periods of time. $DQ certainly wont be among the first to fail"
X Link 2024-07-07T22:37Z [---] followers, [---] engagements
"@QuackSlayerHK One of the largest last mile delivery players in China. recently rebranded core offering to JD Now increasing synergy between $DADA and $JD. Misreported earnings overstated both revenue and costs impact was minimal and appropriate actions were taken by management"
X Link 2024-08-24T15:36Z [---] followers, [---] engagements
"@QuackSlayerHK @starkenfield Recovery ✅ $DADA"
X Link 2024-09-27T08:55Z [---] followers, [---] engagements
"$MPNGY is a behemoth in the service industry. I see comparisons with $DASH and $GRAB yet Meituan is much more than just food delivery. Recently Meituan expanded outside of China with expansion to HK and Saudi Arabia. Will follow closely in [----] might start a position soon"
X Link 2025-01-12T15:34Z [---] followers, [---] engagements
"Help me out folks. Do I add exposure to both Kuaishou and $PDD on Tuesday or should I just go with $PDD given higher growth rate and better margins at similar valuation. I have a feeling that Ill look back and wonder why I didnt concentrate holdings (add to $PDD) more"
X Link 2025-02-17T14:40Z [---] followers, [---] engagements
"$200 for $BABA shouldnt take too long. $BABA Alibaba Q3'25 Earnings Highlights: 🔹 Adj. EPS: [-----] (Est. 19.12) 🟢; UP +13% YoY 🔹 Revenue: 280.15B (Est. 277.37B) 🟢; UP +8% YoY 🔹 Adj. EBITDA: 62.05B (Est. 60.42B) 🟢; UP +4% YoY Cloud Intelligence Group: 🔹 Revenue: 31.74B (Est. 30.68B) 🟢; UP +13% YoY 🔹 $BABA Alibaba Q3'25 Earnings Highlights: 🔹 Adj. EPS: [-----] (Est. 19.12) 🟢; UP +13% YoY 🔹 Revenue: 280.15B (Est. 277.37B) 🟢; UP +8% YoY 🔹 Adj. EBITDA: 62.05B (Est. 60.42B) 🟢; UP +4% YoY Cloud Intelligence Group: 🔹 Revenue: 31.74B (Est. 30.68B) 🟢; UP +13% YoY 🔹"
X Link 2025-02-20T10:54Z [---] followers, [----] engagements
"$JD lowkey launched Joybuy in the UK as an online retail brand. Cant find any press releases on this as of yet. Its one of [--] accounts followed on Instagram by JDs other international venture Ochama. On TikTok the only follower of Joybuy is Ochama. http://joybuy.com http://joybuy.com"
X Link 2025-02-27T12:57Z [---] followers, [---] engagements
"As European full-category online retail brand Joybuy is committed to making shopping faster more convenient and more affordable for customers across the UK. http://JD.com http://JD.com"
X Link 2025-02-27T12:57Z [---] followers, [--] engagements
"Leveraging our self-operated logistics network we provide same-day and next-day delivery nationwide along with 30-minute Quick Commerce services in select areas of London"
X Link 2025-02-27T12:57Z [---] followers, [--] engagements
"@LimChe36611 @zoomyzoomm $JD arguably has the best customer service/experience out of $JD $BABA and $PDD"
X Link 2025-02-27T13:08Z [---] followers, [---] engagements
"Launched one week ago on the UK App Store by Jingdong retail $JD here are some featured images. Joybuy features same-day London delivery and UK next day delivery"
X Link 2025-02-27T13:25Z [---] followers, [---] engagements
"The newly launched Joybuy app looks similar to the Ochama app which has been available in European countries since 2022"
X Link 2025-02-27T13:28Z [---] followers, [--] engagements
"Previously $JD launched Joybuy as a global B2B platform but discontinued its operations in late [----]. https://pandaily.com/jd-coms-cross-border-shopping-platform-joybuy-halts-operations/ https://pandaily.com/jd-coms-cross-border-shopping-platform-joybuy-halts-operations/"
X Link 2025-02-27T13:33Z [---] followers, [---] engagements
"Last week $JD relaunched Joybuy as a B2C platform. The article below goes more in depth on previous developments regarding $JD international e-commerce initiatives. https://www.chinatalk.nl/cross-border-update-jd-ochama/ https://www.chinatalk.nl/cross-border-update-jd-ochama/"
X Link 2025-02-27T13:35Z [---] followers, [---] engagements
"Started a position $DLO. Market reaction (-30%) to Q4 [--] earnings is overblown and irrational IMO. Growth rate and FCF margin still solid class management thesis remains intact. Looks cheap here given the multiples its trading at"
X Link 2025-03-02T12:16Z [---] followers, [----] engagements
"Impressive Q4 results for $JD - Q4 revenue $47.5b (+13.4% YoY). - Q4 net income $1.4b (+191% YoY). - 8.1% of total outstanding shares repurchased in [----]. - Annual dividend of $1 per ADS announced"
X Link 2025-03-06T09:53Z [---] followers, [----] engagements
"Added to my $DLO position today. Started a position $DLO. Market reaction (-30%) to Q4 [--] earnings is overblown and irrational IMO. Growth rate and FCF margin still solid class management thesis remains intact. Looks cheap here given the multiples its trading at. https://t.co/lYNLnMnPyU Started a position $DLO. Market reaction (-30%) to Q4 [--] earnings is overblown and irrational IMO. Growth rate and FCF margin still solid class management thesis remains intact. Looks cheap here given the multiples its trading at. https://t.co/lYNLnMnPyU"
X Link 2025-03-06T22:00Z [---] followers, [---] engagements
"Waiting for $PDD Q4 earnings knowing itll be a double beat (while the rest of the market is imploding):"
X Link 2025-03-11T12:52Z [---] followers, [----] engagements
"$DLO is one of the most undervalued companies out there at the moment IMO"
X Link 2025-03-12T16:44Z [---] followers, [----] engagements
"$DLO efficient market theory debunked"
X Link 2025-03-13T01:46Z [---] followers, [----] engagements
"@deusexdividend Would rather own $DLO"
X Link 2025-03-13T13:06Z [---] followers, [---] engagements
"$DLO could 2X overnight and valuation would still be reasonable"
X Link 2025-03-13T13:49Z [---] followers, [---] engagements
"YTD returns for LatAm fintech names: $DLO -25% $NU +9% $STNE +19% $XP +22% $PAGS +23%"
X Link 2025-03-14T14:22Z [---] followers, [---] engagements
"All of these names look very appealing at these levels IMO. YTD returns for LatAm fintech names: $DLO -25% $NU +9% $STNE +19% $XP +22% $PAGS +23% YTD returns for LatAm fintech names: $DLO -25% $NU +9% $STNE +19% $XP +22% $PAGS +23%"
X Link 2025-03-14T14:37Z [---] followers, [---] engagements
"@zoomyzoomm Chinese cant own $PDD"
X Link 2025-03-14T21:50Z [---] followers, [---] engagements
"@EdSander Yes sure seems like it. Did some further digging and seems that Joybuy $JD now also made joybuyuk social accounts in addition to joybuy official accounts. Might not be solely rolling out Joybuy in the UK. Only time will tell sure is interesting though"
X Link 2025-03-17T19:39Z [---] followers, [--] engagements
"@zoomyzoomm Pretty much sums it up Turkish expansion alone certainly wont turn this into a $200b co. But few super apps will reach such heights thats WeChat territory. https://kz.kursiv.media/en/2025-03-14/engk-nknk-kaspi-kz-to-acquire-bank-in-turkey/amp/ https://kz.kursiv.media/en/2025-03-14/engk-nknk-kaspi-kz-to-acquire-bank-in-turkey/amp/"
X Link 2025-03-17T22:58Z [---] followers, [--] engagements
"3 days to $PDD earnings Waiting for $PDD Q4 earnings knowing itll be a double beat (while the rest of the market is imploding): https://t.co/XY4AJwc36p Waiting for $PDD Q4 earnings knowing itll be a double beat (while the rest of the market is imploding): https://t.co/XY4AJwc36p"
X Link 2025-03-18T00:00Z [---] followers, [---] engagements
"@TeaParty_1234 @zoomyzoomm Yeah seems like a sugarcoating statement tbh. Which CEO wouldnt want more users"
X Link 2025-03-18T15:04Z [---] followers, [--] engagements
"@investingichina $IQ is mostly subscription based anyway"
X Link 2025-03-19T06:06Z [---] followers, [---] engagements
"@But_The_Comps @SixSigmaCapital @qcapital2020 Yes just like Luckin Coffee Didi China Mobile etc. All trading OTC after delisting. Russian stocks however cant be traded"
X Link 2025-04-14T22:18Z [---] followers, [--] engagements
"$JD further european expansion looks likely. New instagram accounts for Joybuy Germany France and the Netherlands in addition to existing UK account. App now displaying: New cities coming soon. Soft launch in London area live as of now"
X Link 2025-04-16T22:14Z [---] followers, [---] engagements
"Dived into some $SNAP numbers. The post below and Snapchat+ subscriber growth look promising. ARPU improvements 450m+ DAU with current EV/revenue dont look too bad either. SBC as % of revenue still doesnt look pretty though Based on this dataset this is what $SNAP valuation would be with $/DAU for other companies: https://t.co/vXhAA3z9WC Based on this dataset this is what $SNAP valuation would be with $/DAU for other companies: https://t.co/vXhAA3z9WC"
X Link 2025-04-21T16:31Z [---] followers, [---] engagements
"Youre welcome. $DLO $DLO is one of the most undervalued companies out there at the moment IMO. $DLO is one of the most undervalued companies out there at the moment IMO"
X Link 2025-05-15T15:16Z [---] followers, [---] engagements
"@nataninvesting $JD $PDD $BABA Will be even more obvious retrospectively EOY"
X Link 2025-05-27T21:13Z [---] followers, [---] engagements
"Still true to this day $BZUN seems even be more detached from $GPS multiples now then it was a year and a half ago. Reiterating my stance on $BZUN undervalued. $BZUN so let me get this straight. Based on the revenue and growth rate of Baozun Brand Management for Gap Greater China alone that means without any other business segment or recent Hunter/Location acquisition just Gap Greater China revenue trades close to $GPS multiples. 1/4 https://t.co/K7HrcspIKY $BZUN so let me get this straight. Based on the revenue and growth rate of Baozun Brand Management for Gap Greater China alone that means"
X Link 2025-07-10T10:50Z [---] followers, [---] engagements
"$YUMC trading at lower multiples than $YUM doesnt make sense. Spread trade would probably work here. Preferably just long $YUMC management has been stellar"
X Link 2025-07-12T17:12Z [---] followers, [---] engagements
"First social media post of the new $JD initiative Joybuy. Seems to align with their renewed European e-commerce strategy including [----] expansion. https://www.instagram.com/p/DMIS1k8NGFy/utm_source=ig_web_copy_link https://www.instagram.com/p/DMIS1k8NGFy/utm_source=ig_web_copy_link"
X Link 2025-07-16T13:47Z [---] followers, [--] engagements
"New pop-up in $JD European app Ochama. As of tomorrow Ochama will rebrand as Joybuy a new and improved European shopping platform. This initiative together with the proposed takeover of European electronics retail company Ceconomy seems to signify $JD European ambition"
X Link 2025-08-14T09:34Z [---] followers, [---] engagements
"@JRambo0810 @zoomyzoomm Fully agree with this take. The main issue with $JD for investors has always been revenue growth vs e-commerce peers and the low margins. They should get full credit for this growth re-acceleration"
X Link 2025-08-14T12:05Z [---] followers, [---] engagements
"Compared to comps $JD is highly undervalued IMO. One of the most overlooked and undervalued companies in the market currently. Currently $JD is trading at: P/E - 8.9x EV/sales 0.2x EV/EBITDA - 3.7x P/B - [---] (8/8). Currently $JD is trading at: P/E - 8.9x EV/sales 0.2x EV/EBITDA - 3.7x P/B - [---] (8/8)"
X Link 2025-08-16T18:01Z [---] followers, [---] engagements
"$DLO is up 83% since this post. Youre welcome. $DLO is one of the most undervalued companies out there at the moment IMO. $DLO is one of the most undervalued companies out there at the moment IMO"
X Link 2025-08-17T23:31Z [---] followers, [----] engagements
"The $PLTR short guy @public_equities must be loving life right now"
X Link 2025-08-19T19:57Z [---] followers, [---] engagements
"In hindsight absolute bottom for $BZUN. $BZUN so let me get this straight. Based on the revenue and growth rate of Baozun Brand Management for Gap Greater China alone that means without any other business segment or recent Hunter/Location acquisition just Gap Greater China revenue trades close to $GPS multiples. 1/4 https://t.co/K7HrcspIKY $BZUN so let me get this straight. Based on the revenue and growth rate of Baozun Brand Management for Gap Greater China alone that means without any other business segment or recent Hunter/Location acquisition just Gap Greater China revenue trades close to"
X Link 2025-08-22T08:23Z [---] followers, [---] engagements
"The Joybuy app is now live in Europe. $JD"
X Link 2025-08-23T10:18Z [---] followers, [---] engagements
"Who would bet against $PDD and Li Lu Norbert Lou Duan Yongping These people dont hold [--] companies. They are highly selective of the bets they make. Heck Li Lu even went on the board of a company just to get to know the son of the Timberland CEO before investing in them"
X Link 2025-08-24T22:46Z [---] followers, [----] engagements
"@zoomyzoomm Dont forget Duan Yongping. Who made heavy bets on both $AAPL and $NTES. He is very selective"
X Link 2025-08-24T22:47Z [---] followers, [---] engagements
"@JustinvestToday $JD $PDD"
X Link 2025-08-25T11:05Z [---] followers, [---] engagements
"Up 23% since this post believe it can go up +50% from here in the next twelve months. $BZUN Still true to this day $BZUN seems even be more detached from $GPS multiples now then it was a year and a half ago. Reiterating my stance on $BZUN undervalued. Still true to this day $BZUN seems even be more detached from $GPS multiples now then it was a year and a half ago. Reiterating my stance on $BZUN undervalued"
X Link 2025-08-28T23:13Z [---] followers, [---] engagements
"@EquityBrian This is gambling not investing"
X Link 2025-09-04T05:17Z [---] followers, [---] engagements
"Ant IPO maybe back on the table after all. $BABA $KWEB $TCHEY $JD $PDD https://www.scmp.com/business/banking-finance/article/3205938/jack-ma-gives-control-ant-group-restructuring-chinas-largest-fintech-company-put-it-back-path-ipo https://www.scmp.com/business/banking-finance/article/3205938/jack-ma-gives-control-ant-group-restructuring-chinas-largest-fintech-company-put-it-back-path-ipo"
X Link 2023-01-07T17:08Z [---] followers, [---] engagements
"The same goes for perceived China risk. Of course most of the revenues for companies like $JD $BABA $TCHEY can be attributed to the Chinese market however companies like $AAPL get a significant share of their revenue from China as well. Yet no one seems concerned about $AAPL @FrameworkWisely I dont think arbitrary regulations and punishment is as common as some make it seem. Also $JD only received modest fines in the recent years compared to peers. These graphs shows some of the fines imposed in the EU would that make Europe or these companies uninvestable https://t.co/Vrj3Rp5GEg"
X Link 2023-10-23T14:32Z [---] followers, [----] engagements
"$YSG Down 40% YTD even when a turnaround is likely in-play their cash balance is huge and skin care brands (higher margin business) are becoming a bigger part of the business. Furthermore big cosmetic brands $OR $LRLCY still name China as a key growth market"
X Link 2024-03-19T15:04Z [---] followers, [---] engagements
"@ChrisZ_CH @ahern_brendan They have tried in Southeast Asia still offer logistic services. Currently $JD is still active in Europe and has been rumored to be interested in acquiring either $CEC or $CURY"
X Link 2024-05-24T15:39Z [---] followers, [---] engagements
"Added to my $DADA position. JD now rebranding and more prominent place in the main $JD app could drastically increase traffic. $DADA now results looked great in the quarterly earnings"
X Link 2024-05-31T10:38Z [---] followers, [---] engagements
"@LanNickHoang @theresa_perrin @RobertJJStain @PerfumetimeTw Added today"
X Link 2024-06-04T22:22Z [---] followers, [--] engagements
"@onepieceinsight @PerfumetimeTw @theresa_perrin Nice time to add IMO recent positioning by $JD shows confidence in the business. $DADA"
X Link 2024-06-04T22:38Z [---] followers, [---] engagements
"Really seem to be one of the lonely few seeing value in $DADA currently. Recent brand upgrade for JD now coupled with majority stake owned by $JD and $WMT this looks like a great deal currently. Trading below cash. Added now at full position size patience is a virtue"
X Link 2024-06-07T23:28Z [---] followers, [---] engagements
"@slovak83 Yes JDDJ which is operated by $DADA has been rebranded to JD Now and gained a more prominent position within the main JD app"
X Link 2024-06-08T22:05Z [---] followers, [---] engagements
"@LanNickHoang @theresa_perrin @Investaup @RobertJJStain @PerfumetimeTw July/August we will see a runup IMO"
X Link 2024-06-20T20:49Z [---] followers, [---] engagements
"Current largest positions $DADA and $BZUN"
X Link 2024-07-11T14:41Z [---] followers, [----] engagements
"@Tintincapital $YKLTY"
X Link 2024-08-15T18:52Z [---] followers, [--] engagements
"Vice chairman of Taiwan's FTC on $950M FoodPanda Taiwan takeover bid by $UBER In the food delivery platform market UberEats' main competitive pressure comes from Foodpanda. The merger would eliminate this competitive pressure $MPNGY $DHER"
X Link 2025-01-12T22:01Z [---] followers, [---] engagements
"Next up: $IQ A takeover bid by either $TCHEY $BABA or ByteDance in [----] wouldnt surprise me. A year later and the prophecy has been fulfilled. $DADA has received a preliminary non-binding proposal from $JD to acquire all of the outstanding ordinary shares for US$2.0 per ADS. https://t.co/qLbg2LPBB8 A year later and the prophecy has been fulfilled. $DADA has received a preliminary non-binding proposal from $JD to acquire all of the outstanding ordinary shares for US$2.0 per ADS. https://t.co/qLbg2LPBB8"
X Link 2025-01-27T13:50Z [---] followers, [---] engagements
"Hot take: $JD will outperform both $BABA and $PDD in [----]. Richard Liu and Sandy Ran Xu only need to raise margins slightly continue European expansion and keep market share steady. The GMV of $JD justifies a valuation multiples of the current market cap"
X Link 2025-02-11T18:34Z [---] followers, [----] engagements
"$JD $DADA https://thebambooworks.com/news-wrap-jd-com-completes-dada-nexus-takeover-with-privatization-bid/ At this point it might make sense for $JD to acquire the remaining 47% of $DADA and take it private. https://thebambooworks.com/news-wrap-jd-com-completes-dada-nexus-takeover-with-privatization-bid/ At this point it might make sense for $JD to acquire the remaining 47% of $DADA and take it private"
X Link 2025-02-15T23:49Z [---] followers, [---] engagements
"@ChRiS1_9_9_3 If China makes you uneasy definitely stay away from $EL. A very significant part of their revenue comes from China"
X Link 2025-02-16T00:27Z [---] followers, [---] engagements
"@SixSigmaCapital @zoomyzoomm @cyruslarijani I never understand why one would want to own $KWEB over $JD $BABA or $PDD. Diversification IMO just means exposure to weaker underperforming companies and paying an expense ratio for it"
X Link 2025-02-16T14:44Z [---] followers, [---] engagements
"@zoomyzoomm @SixSigmaCapital @cyruslarijani $KWEB is worse. Diversification = either lack of confidence or laziness. Additionally holding $KWEB means exposure to fundamentally weaker underperforming companies. To make it even worse youd have to pay an expense ratio"
X Link 2025-02-16T14:46Z [---] followers, [--] engagements
"What makes $PDD one of the most disruptive forces in e-commerce An hour long episode by experts in Chinese e-commerce. Good watch would recommend. https://youtu.be/pO40peI7Py4si=KXm41UP5jT0NrDNH https://youtu.be/pO40peI7Py4si=KXm41UP5jT0NrDNH"
X Link 2025-02-17T10:48Z [---] followers, [---] engagements
"@zoomyzoomm TLDR; will add exposure to Chinese equities"
X Link 2025-02-17T13:06Z [---] followers, [---] engagements
"Current YTD performance: $JD +19% $BABA +47% $PDD +28%"
X Link 2025-02-17T14:41Z [---] followers, [---] engagements
"@zoomyzoomm The real question is who gets to $500 first"
X Link 2025-02-18T08:14Z [---] followers, [---] engagements
"@zoomyzoomm I wouldve bought leaps not used leverage. Better or worse idk only time will tell"
X Link 2025-02-18T11:34Z [---] followers, [---] engagements
"@zoomyzoomm They do require getting the timing right. Anyone holding leaps near expiry since mid [--] likely lost capital for names like $BABA $JD. Why would it be different for expiry dates [----] 2027"
X Link 2025-02-18T11:59Z [---] followers, [---] engagements
"(9) Pershing Square would enter into a services agreement with HHH and receive an annual fee paid quarterly of 1.5% of HHHs equity market capitalization. Yeah. Ill pas. Pershing Square has submitted a proposal to Howard Hughes Holdings (NYSE: HHH) https://t.co/2CiHxYV59J to acquire [--] million newly issued shares of the company at $90 per share. When combined with the [----] million shares that are currently held by the Pershing Square Funds we Pershing Square has submitted a proposal to Howard Hughes Holdings (NYSE: HHH) https://t.co/2CiHxYV59J to acquire [--] million newly issued shares of the"
X Link 2025-02-18T21:58Z [---] followers, [---] engagements
"2025 wildcard: $BABA Ant IPO Imagine an ant group ipo rn $baba to $1k lol Imagine an ant group ipo rn $baba to $1k lol"
X Link 2025-02-22T09:42Z [---] followers, [----] engagements
"$JD and $MPNGY both look enticing at these levels"
X Link 2025-04-24T17:40Z [---] followers, [---] engagements
"$JD to buy Ceconomy for $2.5B. https://www.reuters.com/business/retail-consumer/chinas-jdcom-buy-germanys-ceconomy-deal-valuing-it-25-billion-2025-07-30/ $JD further european expansion looks likely. New instagram accounts for Joybuy Germany France and the Netherlands in addition to existing UK account. App now displaying: New cities coming soon. Soft launch in London area live as of now. https://www.reuters.com/business/retail-consumer/chinas-jdcom-buy-germanys-ceconomy-deal-valuing-it-25-billion-2025-07-30/ $JD further european expansion looks likely. New instagram accounts for Joybuy"
X Link 2025-08-03T09:10Z [---] followers, [---] engagements
"Guess who ended up taking over $DADA Yeah thats right $JD At this point it might make sense for $JD to acquire the remaining 47% of $DADA and take it private. At this point it might make sense for $JD to acquire the remaining 47% of $DADA and take it private"
X Link 2025-08-22T08:24Z [---] followers, [---] engagements
"@CompoundinGirl Duan Yongping bought $PDD as well. He rarely swings but when he does its in a big way. Only nameworthy investments being $AAPL and $NTES which he made an absolute fortune on"
X Link 2025-08-23T13:56Z [---] followers, [---] engagements
"Great read on Duan Yongping and $PDD. https://www.alphaexponent.net/p/duan-the-dilettante-12 https://www.alphaexponent.net/p/duan-the-dilettante-12"
X Link 2025-08-24T08:55Z [---] followers, [---] engagements
"The future is bright for $JD Strong growth a $2.5b European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast here is what you need to know https://t.co/xf0oWclTdP Strong growth a $2.5b European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast here is what you need to know https://t.co/xf0oWclTdP"
X Link 2025-10-18T19:12Z [---] followers, [---] engagements
"@MMatters22596 Write up on $JD margin pressure attributable to their instant retail battle with Meituan and European growth initiative. Certainly looks very appealing. Cash reserves are enormous. Strong growth a $2.5b European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast here is what you need to know https://t.co/xf0oWclTdP Strong growth a $2.5b European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast here is what you need to know https://t.co/xf0oWclTdP"
X Link 2025-10-19T11:23Z [---] followers, [---] engagements
"Great keynote at IFA Berlin CEO of JD worldwide and Senior Vice President of Jack Shuai Li shares how $JD is combining logistics technology and international partnerships to redefine retail and customer experience worldwide. https://youtu.be/1dOIs84RUAQ http://JD.com https://youtu.be/1dOIs84RUAQ http://JD.com"
X Link 2025-10-19T11:30Z [---] followers, [---] engagements
"$JD valuation metrics. Everyone sleeping on this. Undervalued"
X Link 2025-10-19T11:44Z [---] followers, [---] engagements
"@TheMiniCapital @Kafka7invest @ragingbullcap Also take into account market cap/user for peers is much higher than $SNAP currently. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly active users (MAU) $SNAP $13.9 $PINS $38.1 Rev(Q2)/MAU $SNAP $1.44 $PINS $1.72 *Reddit and Meta dont report MAU Pinterest doesnt report DAU. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly active users (MAU) $SNAP $13.9 $PINS $38.1 Rev(Q2)/MAU $SNAP"
X Link 2025-10-21T22:03Z [---] followers, [---] engagements
"@TheMiniCapital @Kafka7invest @ragingbullcap Definitly better fundamentals hence trading at higher prices accordingly. However ARPU expansion and market cap/user expansion is more likely to increase for $SNAP IMO given subscription revenue (partially because of charging for memories 5GB) and ad platform improvements"
X Link 2025-10-22T10:49Z [---] followers, [---] engagements
"ARPU expansion and market cap/user increase is likely for $SNAP IMO given growth in subscription revenue (Snapchat+ partially because of charging for memories 5GB) ad platform improvements and sponsored snap. Currently every DAU $SNAP is valued 10-20x less than peers. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly active users (MAU) $SNAP $13.9 $PINS $38.1 Rev(Q2)/MAU $SNAP $1.44 $PINS $1.72 *Reddit and Meta dont report MAU Pinterest doesnt report DAU. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT"
X Link 2025-10-22T10:57Z [---] followers, [---] engagements
"$SNAP could be worth $50b with close to 1b MAUs. Which is actually conservative relative to $ per MAU for $META $PINS and $RDDT"
X Link 2025-10-26T10:50Z [---] followers, [----] engagements
"Unpopular opinion: $SNAP should be valued higher than $PINS and will be soon"
X Link 2025-11-04T22:03Z [---] followers, [----] engagements
"@TheShortBear If thats the thesis just buy $MELI"
X Link 2025-11-05T22:16Z [---] followers, [----] engagements
"What seems to have gone unnoticed in $SNAP Q3 report: Perplexity is paying $400M for exposure to Snaps [--] billion monthly users. The lesson here is that distribution is the highest-value commodity. Forget the model the platform that controls the users is the one getting paid"
X Link 2025-11-09T13:15Z [---] followers, [---] engagements
"$JD shouldnt trade at these levels. One of the most overlooked and undervalued assets in the market right now. Barely up 3% post Q3 earnings. 14.9% revenue growth. Long"
X Link 2025-11-13T09:42Z [---] followers, [---] engagements
"$JD back to pre Q3 earnings levels. +4% gain pre-market has been erased. Doesnt make any sense valuation is substantially lower than all fair value estimates. Could 2x here without looking overly expensive"
X Link 2025-11-13T11:40Z [---] followers, [---] engagements
"Since today $JD is my largest position"
X Link 2025-11-14T22:28Z [---] followers, [---] engagements
"$JD is ranked 37th in the world on revenue 516th in terms of market cap. Valuation and fundamentals have long been disconnected"
X Link 2025-11-15T17:42Z [---] followers, [----] engagements
"Finfluencers are selling $JD January [----] $40 calls at -80%. Bottom is in. You heard it here first"
X Link 2025-11-20T14:08Z [---] followers, [----] engagements
"I dont care about charts fundamentally $JD is one of the best buys in the market right now"
X Link 2025-11-20T20:15Z [---] followers, [---] engagements
"$JD right now is the largest position in my portfolio by far"
X Link 2025-11-20T20:27Z [---] followers, [---] engagements
"$JD CHINA TO MAKE FULL USE POLICIES FOR LARGE-SCALE EQUIPMENT UPGRADES AND TRADE-IN PROGRAMS FOR CONSUMER GOODS #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #StockMarket $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #StockMarket https://t.co/L1mJUkLqN1 CHINA TO MAKE FULL USE POLICIES FOR LARGE-SCALE EQUIPMENT UPGRADES AND TRADE-IN PROGRAMS FOR CONSUMER GOODS #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #StockMarket $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #StockMarket https://t.co/L1mJUkLqN1"
X Link 2025-11-26T07:28Z [---] followers, [---] engagements
"The market underestimates $JD European expansion. - Expanding its overseas warehouses and logistics operations. - Takeover of Ceconomy (one of Europes biggest tech retailers) regulatory approval pending. - Launched Joybuy now offering same and next day delivery"
X Link 2025-11-29T13:13Z [---] followers, [----] engagements
"JoyExpress delivery vehicles spotted in London delivering parcels for Joybuy. $JD"
X Link 2025-11-30T10:24Z [---] followers, [----] engagements
"The Ceconomy (Media Markt + Saturn) takeover which also includes access to a 22% stake in Fnac Darty will make $JD the biggest electronics retailer in Europe with 1000+ stores. In addition hundreds of job openings for Joybuy currently. $JD European expansion in full swing"
X Link 2025-12-07T12:53Z [---] followers, [----] engagements
"So let me get this straight. $BIDU is down because of Trumps approval of H200 chips. China then proceeds to limit imports and $BIDU and the whole of China tech remains down pre-market. Make it make sense. $JD $BABA $TCEHY"
X Link 2025-12-09T13:40Z [---] followers, [---] engagements
"@TheShortBear $JD is the more obvious choice valuation is much more appealing"
X Link 2025-12-16T16:05Z [---] followers, [---] engagements
"$JD and $CPNG having the same market cap is outrageous. How the market values $JD compared to comps is a mystery to me"
X Link 2025-12-16T18:00Z [---] followers, [---] engagements
"Cant imagine $JD not ramping through their share buyback program with these prices"
X Link 2025-12-16T18:17Z [---] followers, [---] engagements
"@stocksandbjj Room for margin compression vs room for margin expansion"
X Link 2025-12-16T18:22Z [---] followers, [--] engagements
"@stocksandbjj Chinas economy is roughly 11x the size of South Korea and the gap will continue to widen IMO. $JD has just taken over the largest European tech retailer and is expanding in massive ways (also its logistics is the Middle East and Southeast Asia)"
X Link 2025-12-17T08:06Z [---] followers, [--] engagements
"$JD $BABA $PDD $AMZN"
X Link 2025-12-19T14:25Z [---] followers, [---] engagements
"Id recommend anyone to watch the Lu Li lecture at Columbia Business School from [----] about his investment philosophy and approach to value investing. $PDD $GOOGL $MU $BABA Li Lu really had $MU as his top bet with more than 1/3 of his entire fund in it. Then proceeded to repark it in $GOOGL full portfolio almost. Now he is on $PDD. Not saying long the latest but boy is it nice to see a multi-B portfolio beeing traded with conviction. To me Li Lu really had $MU as his top bet with more than 1/3 of his entire fund in it. Then proceeded to repark it in $GOOGL full portfolio almost. Now he is on"
X Link 2026-01-02T21:08Z [---] followers, [---] engagements
"Evan Spiegel is dumping $SNAP again. $30M worth sold already in the first week of [----]. Of course people sell for numerous reasons but its worth noting"
X Link 2026-01-08T16:43Z [---] followers, [----] engagements
"Which means according to his 10b5-1 trading plan he is done selling $SNAP until September [----]. He can sell stock with a value equal to $30M plus such amount as necessary to attain a value equal to $10M of the gross sale proceeds for additional gifting transactions. Evan Spiegel is dumping $SNAP again. $30M worth sold already in the first week of [----]. Of course people sell for numerous reasons but its worth noting. Evan Spiegel is dumping $SNAP again. $30M worth sold already in the first week of [----]. Of course people sell for numerous reasons but its worth noting"
X Link 2026-01-08T16:52Z [---] followers, [---] engagements
"@nevrose @Snap @Snapchat @evanspiegel Its pre determined selling of shares. The $30M worth of shares has been reached according to the 10b5-1 filing that will be the total amount until at least September 2026"
X Link 2026-01-08T23:35Z [---] followers, [---] engagements
"$CHA at $11 pre-market is one of the most obvious longs in the market right now"
X Link 2025-12-26T12:46Z [---] followers, [----] engagements
"$SNAP earnings due in two days. Long going into earnings. Which means according to his 10b5-1 trading plan he is done selling $SNAP until September [----]. He can sell stock with a value equal to $30M plus such amount as necessary to attain a value equal to $10M of the gross sale proceeds for additional gifting transactions. Which means according to his 10b5-1 trading plan he is done selling $SNAP until September [----]. He can sell stock with a value equal to $30M plus such amount as necessary to attain a value equal to $10M of the gross sale proceeds for additional gifting transactions"
X Link 2026-02-02T13:49Z [---] followers, [---] engagements
"This is from 10/2025. Since this post: $SNAP -11% $RDDT -7% $META -1% $PINS -31% $SNAP still the best priced out of all these names. ARPU and market cap per user ratio is the lowest by far. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly active users (MAU) $SNAP $13.9 $PINS $38.1 Rev(Q2)/MAU $SNAP $1.44 $PINS $1.72 *Reddit and Meta dont report MAU Pinterest doesnt report DAU. Mkt cap/daily active users (DAU) $SNAP $27.6 $RDDT $330.5 $META $517.2 Rev(Q2)/DAU $SNAP $2.9 $RDDT $4.5 $META $13.7 Mkt cap/monthly"
X Link 2026-02-02T16:10Z [---] followers, [---] engagements
"@WerewolfHolding @CNBC $SNAP couldve easily been a $100b company already"
X Link 2026-02-03T23:24Z [---] followers, [---] engagements
"@CubistCap $SNAP shouldnt be trading at these levels. Certainly room for ARPU expansion"
X Link 2026-02-03T23:27Z [---] followers, [---] engagements
"@realroseceline Snapchat+ alone could carry $SNAP going forward. Growth is phenomenal for the subscription business. Charging for storage alone would be a decent way to get to a low single percentage of DAUs which would get them to profitability"
X Link 2026-02-03T23:30Z [---] followers, [---] engagements
"@_Con Id say early not wrong. $SNAP will probably still play out in 2026"
X Link 2026-02-03T23:30Z [---] followers, [---] engagements
"The same is even more true for $SNAP. Priced for bankruptcy at this point. Would not be surprised if we see a 3X this year. We are starting to enter price territories for some stocks (thinking $TTD $PINS) that can really only be justified if they miss [----] by 30% or more IMO. I am NOT saying go out and catch a falling knife. these names have hair on them. just something to consider into EPS. We are starting to enter price territories for some stocks (thinking $TTD $PINS) that can really only be justified if they miss [----] by 30% or more IMO. I am NOT saying go out and catch a falling knife."
X Link 2026-02-03T23:35Z [---] followers, [---] engagements
"Funny thing is the people bearish on $SNAP for countries considering a social media ban for kids are by and large the same people who complain about $SNAP not being able to monetize adolescents"
X Link 2026-02-03T23:37Z [---] followers, [---] engagements
"@FlexInvest7 If these bans even pass and are enforced in Europe. Spain France and Greece are moving forward with this it seems. Other legislation is largely pending. Minors [--] are worth a fraction in terms of ad revenue for $SNAP and advertising is heavily restricted for this age group"
X Link 2026-02-03T23:45Z [---] followers, [---] engagements
"@FlexInvest7 It got killed already lol. Response would probably be muted to slightly lower given whats priced in at this price"
X Link 2026-02-03T23:50Z [---] followers, [---] engagements
"Where is Perplexity $SNAP"
X Link 2026-02-05T13:32Z [---] followers, [---] engagements
"Positive post ER move for $SNAP now entirely erased"
X Link 2026-02-05T14:30Z [---] followers, [---] engagements
"$SNAP down on this ER is absurd"
X Link 2026-02-05T14:31Z [---] followers, [---] engagements
"$SNAP down 10% from pre-market high after posting Q4 earnings"
X Link 2026-02-05T14:34Z [---] followers, [---] engagements
"$SNAP famously turned down a $3b offer from $META in [----] later amounts of $6b were reportedly considered. If Spiegel wouldve sold for $META stock in [----] or FB back then this stake would be worth roughly $60b today"
X Link 2026-02-05T17:18Z [---] followers, [---] engagements
"@WerewolfHolding @CNBC Nothing too exciting it seems"
X Link 2026-02-05T19:08Z [---] followers, [--] engagements
"$SNAP ended today -20% from pre-market highs"
X Link 2026-02-05T21:47Z [---] followers, [---] engagements
"Instead of getting robbed of novelties (map disappearing messaging stories foto messaging AR filters) $SNAP should to differentiate their own offering. Think boards topic chat/spotlight searchable posts communities. More ad heavy components as well improve ARPU"
X Link 2026-02-05T22:19Z [---] followers, [---] engagements
"Xiaohongshu is superior to Pinterest and the Instagram discover page in every way. Reportedly valued at $50b in late [----]. $PINS $META"
X Link 2026-02-07T02:08Z [---] followers, [---] engagements
"Most overlooked part of the Q4 call $SNAP: creativity. I mean one of the things we love to do is invent new services and we've got a bunch of ideas for new apps for example that we could build using these AI tools and deploy very very quickly leveraging of course 1/2"
X Link 2026-02-07T20:05Z [---] followers, [---] engagements
"They friend and failed. Remember Poke No Exactly. Ironically it boosted Snap use tremendously. Zuckerberg tried to buy Snap numerous times it wasnt for sale. Tried to copy it crush it all attempts without success. Keep trying. Long $SNAP. $META is testing a new Instagram app to compete with $SNAP https://t.co/WvvlbVNmAg $META is testing a new Instagram app to compete with $SNAP https://t.co/WvvlbVNmAg"
X Link 2026-02-10T00:31Z [---] followers, [---] engagements
"Expectations for $JD are incredibly low people seem even less optimistic since JD joined the food delivery war with $MPNGY and $BABA. Synergies of instant retail with their core business are under-appreciated. Valuations have the worst case priced in it seems. Looking to add. Strong growth a $2.5B European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast heres what you need to know https://t.co/pNJEofxjMe Strong growth a $2.5B European bet and a costly food delivery war with Meituan. $JD strategy is shifting fast heres what you need to know https://t.co/pNJEofxjMe"
X Link 2025-08-19T14:50Z [---] followers, [---] engagements
"+350% if you wouldve longed $YSG here. $YSG a nice challenge: find any Chinese stock with these kind of fundamentals which is down 40% YTD. $YSG is almost alone in this regard which is surprising given the turnaround in play and growth of skin care segment revenue share which contributes to a higher margin. $YSG a nice challenge: find any Chinese stock with these kind of fundamentals which is down 40% YTD. $YSG is almost alone in this regard which is surprising given the turnaround in play and growth of skin care segment revenue share which contributes to a higher margin"
X Link 2025-08-22T08:22Z [---] followers, [---] engagements
"$JD seems very well equipped to take on $MPNGY in their instant retail battle. https://www.reuters.com/technology/jdcom-faces-battle-gain-ground-chinas-instant-delivery-market-2025-08-14/ https://www.reuters.com/technology/jdcom-faces-battle-gain-ground-chinas-instant-delivery-market-2025-08-14/"
X Link 2025-10-19T11:25Z [---] followers, [---] engagements
"$MPNGY giving up on the group buying is of course a great thing for $PDD. On the other hand this probably means that instant retail competition with $JD and $BABA will intensify"
X Link 2025-12-19T12:35Z [---] followers, [----] engagements
"The bottom for at least the coming years could be in today for $SNAP IMO"
X Link 2026-02-03T15:06Z [---] followers, [---] engagements
"The Crucible Moment for $SNAP tomorrow"
X Link 2026-02-03T23:32Z [---] followers, [---] engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing