[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @the_zack_zhu Zack Zhu Zack Zhu posts on X about china, $pdd, business, $baba the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1226924833260240897/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +497% - X Months XXXXXXX +311% - X Year XXXXXXX +30,782% ### Mentions: XX [#](/creator/twitter::1226924833260240897/posts_active)  - X Week XX -XX% - X Month XXX +118% - X Months XXX +224% - X Year XXX +9,117% ### Followers: XXX [#](/creator/twitter::1226924833260240897/followers)  - X Week XXX +24% - X Month XXX +321% - X Months XXX +437% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1226924833260240897/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXXX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXX% [travel destinations](/list/travel-destinations) XXXX% [social networks](/list/social-networks) XXXX% [celebrities](/list/celebrities) XXXX% [automotive brands](/list/automotive-brands) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [china](/topic/china) #3466, [$pdd](/topic/$pdd) #9, [business](/topic/business) 8.45%, [$baba](/topic/$baba) #45, [$se](/topic/$se) #9, [$jd](/topic/$jd) #13, [food](/topic/food) 5.63%, [the first](/topic/the-first) 4.23%, [products](/topic/products) 2.82%, [shanghai](/topic/shanghai) #250 **Top accounts mentioned or mentioned by** [@aceboy8844](/creator/undefined) [@metastate78](/creator/undefined) [@felii_martiinez](/creator/undefined) [@researchsfl](/creator/undefined) [@ruangwithv](/creator/undefined) [@latticeinvestor](/creator/undefined) [@nataninvesting](/creator/undefined) [@financialbase8](/creator/undefined) [@benmartin661251](/creator/undefined) [@hicharlesw](/creator/undefined) [@pandawatch88](/creator/undefined) [@sleepwelltrung](/creator/undefined) [@gabgrowth](/creator/undefined) [@rigbyvalue](/creator/undefined) [@w9life](/creator/undefined) [@kanye8210](/creator/undefined) [@demonroj](/creator/undefined) [@graynoize](/creator/undefined) [@feliimartiinez](/creator/undefined) [@admiralrisky](/creator/undefined) **Top assets mentioned** [Alibaba Group (BABA)](/topic/$baba) [Sea Limited (SE)](/topic/$se) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Starbucks Corporation (SBUX)](/topic/$sbux) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [MercadoLibre Inc (MELI)](/topic/$meli) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last XX hours "A guide of Pinduoduo $PDD bad growth and earnings. $PDD are facing two business transforming both in and outside China. To make matters worst there is also policy headwinds in and outside China makes things even more difficult. Let me elaborate. - In China $PDD find out serving low quality product will only take them so far. High quality sellers prefer $BABA and $JD a lot more. It's nearly impossible to get the same supply without doing any transformation. The transformation started in 2024H2 they decided to treat their seller that sell high quality goods better and reduce the reliance on low" [X Link](https://x.com/the_zack_zhu/status/1991333377539207428) 2025-11-20T02:30Z XXX followers, 9756 engagements "I personally think $CHA Chagee is an underrated competitor of Starbucks $SBUX in China. I like the their tables and workplaces if there are no tables. I would basically just go to a nearby Starbucks to do research. Even if it's the same price I will still choose $CHA simply because the tables & lights is much suitable to work. It's the new "third-place". - A side note I personally think Starbucks $SBUX in U.S. is really like Luckin Coffee in China. The value proposition is very similar. But one is born in the internet era and one is not. I believe Luckin Coffee will have a relatively hard" [X Link](https://x.com/the_zack_zhu/status/1996525860023611594) 2025-12-04T10:23Z XXX followers, 1132 engagements "Why is $BIDU about X% of $GOOG market cap - The reason is that China isn't a web-base open environment it's a close-source app environment. Web reliance search engine can't really work without the web pages. This is also why doing research in China is very hard. - This year I have stayed in China for about four months. I stay there so long mainly because the internet environment is so interesting it's like a parallel universe. Everything works but often times in a different way that is hard to imagine without really being here. Although I still way prefer the way outside China but there is" [X Link](https://x.com/the_zack_zhu/status/1997625692964753608) 2025-12-07T11:14Z XXX followers, 3615 engagements "Wow on $BILI Bilibili (China's YouTube) Duolingo $DUOL related video got millions and millions of views. And Collaboration with Luckin Coffee is definitely a phenomenal success in China I already saw a few videos featuring this subject. The co-branded products also looks so so cute -- I got the sense that IP collaboration has gone to a new era. $SE Free Fire collaboration with NARUTO alone driven a few hundred million of sales for Free Fire and it's pure gross profit IP collaboration in this era feels more and more like a way of a "excuse" to create new content for more internet traffic and" [X Link](https://x.com/the_zack_zhu/status/1990677090455421253) 2025-11-18T07:02Z XXX followers, XXX engagements "For the one that thinking of $PDD or $BABA Taobao is a really bad platform because it sales bad quality items. Here is something you might miss. - China is a rather poor nation and also it's wealth is extremely unequal distributed. But even for the first tier cities like Shanghai the average income is still only like a mid-level income country most people in China can't afford something too good. Taobao and $PDD do have sections that build for more wealthy and branded product kind of like $JD. For Taobao it's Tmall ( ex-Taobao mall) and for $PDD is 10B section. Brands and often times big" [X Link](https://x.com/the_zack_zhu/status/1993515022014988790) 2025-11-26T02:59Z XXX followers, 1977 engagements "The MAU / Retention / Usage of $BABA $PDD $JD Meituan in the past XX months. Check out the impact of the food delivery / quick commerce war. - The first graph is using Google Translate for convenience purposes. The second is the original Chinese graph" [X Link](https://x.com/the_zack_zhu/status/1993544821093580982) 2025-11-26T04:58Z XXX followers, 5208 engagements "The bear case of $GRAB: There are a lot of people haven't use $GRAB competitors like $SE might use another innovative way to capture the usage. The bull case of $GRAB: There are a lot of people haven't use $GRAB there are so much room to grow" [X Link](https://x.com/the_zack_zhu/status/1997631311050072236) 2025-12-07T11:36Z XXX followers, 2111 engagements "@SleepWellTrung I don't actually hold any stocks right now including $SE but there are a lot of companies I'm interested in" [X Link](https://x.com/the_zack_zhu/status/1997938032113336400) 2025-12-08T07:55Z XXX followers, XXX engagements "Scams are legal if the law say so. - I like Luckin Coffee $LKNCY more than other Chinese Chain stores because most of their stores are self-owned. They are liable for their own profit and loss. It so different than most of the shitting Chinese Chain Stores out there that continuing calling themselves "supply chain companies". Although they do provide great value to customer. But the fact that nearly all of the franchise owners never make money makes it a pure scam. - Another interesting thing of Chinese physical store experience is that the stores are commercialized way too fast. It feels" [X Link](https://x.com/the_zack_zhu/status/1990692055564353542) 2025-11-18T08:02Z XXX followers, XXX engagements "I think for both $BABA or $PDD. The domestic e-commerce market isnt that important anymore. It has become stable and boring. Probably more a cash cow business. The important thing for $BABA is AI thats the only future that can surpass its glory of domestic e-commerce business. For $PDD domestic business will always be a dog fight maybe it can still grow a decent amount of market share. But compared to the potential of the underdeveloped and uncompetitive market. Its like nothing. - No need to talk about the potential of AI. But did you know that China has less than XX% of the global GDP but" [X Link](https://x.com/the_zack_zhu/status/1993268422776701115) 2025-11-25T10:39Z XXX followers, 4657 engagements "@kanye8210 Not that soon. But do got the potential They do got a stronger income statement for it" [X Link](https://x.com/the_zack_zhu/status/1994631757094949229) 2025-11-29T04:57Z XXX followers, XXX engagements "According to Chinese Media Report. Food delivery has burn through 14B in the past two quarters. Now in 2025.11. $BABA & Meituan $MPNGY got a close order volume but the GMV market share is about 6:4. $BABA unit economics has improve a lot in the past quarter the loss per order has been cute in half but there is still a X yuan of difference in unit economics between two platforms. - The yellow long is Meituan the Blue line is $BABA. Both got about 75M orders a day. Before the delivery war Meituan got about 70M orders per day and $BABA got less than 25M orders a day" [X Link](https://x.com/the_zack_zhu/status/1994765607167037512) 2025-11-29T13:49Z XXX followers, 9179 engagements "I think the rest of the world except SEA has developed the e-commerce model of China. I think thats a big chance for $PDD The margins will be much higher than China per GMV I didnt hold $PDD shares but looking it closely to re-enter I think it still takes some time for transformation and the current accounting issue wont favor $PDD)" [X Link](https://x.com/the_zack_zhu/status/1995842019831218550) 2025-12-02T13:06Z XXX followers, XXX engagements "Looking at the $MELI tweets I feel like I live in a parallel universe. I opened a question. Share the strengthen and weakness of the company business wise. Then I started to be hated. It's a fact that $SE in Brazil is growing way faster than $MELI Brazil and already surpass $MELI in parcel volume or active users in about X years of operation. And of course I know that $MELI model works well or it won't be a company that worth 100B dollars. The Amazon model also works really well in most part of the world. But it doesn't diminished the fact that it do have some weakness that competitors like" [X Link](https://x.com/the_zack_zhu/status/1993973558205403228) 2025-11-27T09:21Z XXX followers, 16.7K engagements "In American selling hardware do got software kind of margins. And in China selling software got negative margins. This is how tough China deflation and America's inflations are" [X Link](https://x.com/the_zack_zhu/status/1994604291999555610) 2025-11-29T03:08Z XXX followers, XXX engagements "In recent years started to question whether deflation really cost economy down turn or its just an excuse for government to print more money. At least for retail stores or in any kind of tech product. The decrease of prices always lead to even greater sales. Black Friday is a really good example. - I know that if its wage deflation will be super bad. But for goods I think X% of inflation target is just bullshit. Technology is inherent deflationary" [X Link](https://x.com/the_zack_zhu/status/1994999347780444659) 2025-11-30T05:18Z XXX followers, XXX engagements "@FedexSTi I didn't follow through. Can you explain more" [X Link](https://x.com/the_zack_zhu/status/1994210299411407100) 2025-11-28T01:02Z XXX followers, XXX engagements "$BABA $PDD $JD $SE The information gap of Chinese companies between Chinese and English media are way too big. Too little people are fluent in both languages and environments. Its a huge opportunity for me. - Follow me for more" [X Link](https://x.com/the_zack_zhu/status/1996945854037434587) 2025-12-05T14:12Z XXX followers, 1182 engagements "@JoshuaKushner "What's not going to change in the next XX years" - Jeff Bezos" [X Link](https://x.com/the_zack_zhu/status/1997872919234609635) 2025-12-08T03:36Z XXX followers, XXX engagements "$SE Shopee Food might be a huge plus for $GRAB Food Business for now. Despite it's a huge risk in the long term. - For more affluent and more frequent users $GRAB probably got the majority of the pie. $SE got an huge advantages on the active users especially after they integrated Shopee Food into the Shopee products. - $GRAB active users is about X% of SEA population $SE got 50%+ of population as active user. $SE is aiming the population that $GRAB hasn't cover yet. Although I believe $GRAB delivery product is still a lot better than Shopee Food. So actually I think when $SE Shopee Food users" [X Link](https://x.com/the_zack_zhu/status/1996410261587239040) 2025-12-04T02:44Z XXX followers, 3286 engagements "How good is Chinese EV @MKBHD just make a video on it. I would say the real Xiaomi EV looks a lot better in person. Tesla is very outstanding in Taiwan or most parts of the world. But in China it just looks like a normal car. Now in China even the 13000 USD car looks super good. - Xiaomi Car division is now profitable the first car was launched in 2024.03. It now sell more than 100K car per quarter and the gross margin is 25.5%. The car division will soon become a crazy profitable business. Although Xiaomi is famous for building all kind of small electronics but actually they only make the" [X Link](https://x.com/the_zack_zhu/status/1998038271293882433) 2025-12-08T14:33Z XXX followers, 1048 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@the_zack_zhu Zack Zhu
Zack Zhu posts on X about china, $pdd, business, $baba the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +497%
- X Months XXXXXXX +311%
- X Year XXXXXXX +30,782%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +118%
- X Months XXX +224%
- X Year XXX +9,117%
Followers: XXX #
- X Week XXX +24%
- X Month XXX +321%
- X Months XXX +437%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% countries XXXXX% technology brands XXXX% finance XXXX% travel destinations XXXX% social networks XXXX% celebrities XXXX% automotive brands XXXX% currencies XXXX%
Social topic influence china #3466, $pdd #9, business 8.45%, $baba #45, $se #9, $jd #13, food 5.63%, the first 4.23%, products 2.82%, shanghai #250
Top accounts mentioned or mentioned by @aceboy8844 @metastate78 @felii_martiinez @researchsfl @ruangwithv @latticeinvestor @nataninvesting @financialbase8 @benmartin661251 @hicharlesw @pandawatch88 @sleepwelltrung @gabgrowth @rigbyvalue @w9life @kanye8210 @demonroj @graynoize @feliimartiinez @admiralrisky
Top assets mentioned Alibaba Group (BABA) Sea Limited (SE) Grab Holdings Limited Class A Ordinary Shares (GRAB) Starbucks Corporation (SBUX) Alphabet Inc Class A (GOOGL) Duolingo, Inc. Class A Common Stock (DUOL) MercadoLibre Inc (MELI) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last XX hours
"A guide of Pinduoduo $PDD bad growth and earnings. $PDD are facing two business transforming both in and outside China. To make matters worst there is also policy headwinds in and outside China makes things even more difficult. Let me elaborate. - In China $PDD find out serving low quality product will only take them so far. High quality sellers prefer $BABA and $JD a lot more. It's nearly impossible to get the same supply without doing any transformation. The transformation started in 2024H2 they decided to treat their seller that sell high quality goods better and reduce the reliance on low"
X Link 2025-11-20T02:30Z XXX followers, 9756 engagements
"I personally think $CHA Chagee is an underrated competitor of Starbucks $SBUX in China. I like the their tables and workplaces if there are no tables. I would basically just go to a nearby Starbucks to do research. Even if it's the same price I will still choose $CHA simply because the tables & lights is much suitable to work. It's the new "third-place". - A side note I personally think Starbucks $SBUX in U.S. is really like Luckin Coffee in China. The value proposition is very similar. But one is born in the internet era and one is not. I believe Luckin Coffee will have a relatively hard"
X Link 2025-12-04T10:23Z XXX followers, 1132 engagements
"Why is $BIDU about X% of $GOOG market cap - The reason is that China isn't a web-base open environment it's a close-source app environment. Web reliance search engine can't really work without the web pages. This is also why doing research in China is very hard. - This year I have stayed in China for about four months. I stay there so long mainly because the internet environment is so interesting it's like a parallel universe. Everything works but often times in a different way that is hard to imagine without really being here. Although I still way prefer the way outside China but there is"
X Link 2025-12-07T11:14Z XXX followers, 3615 engagements
"Wow on $BILI Bilibili (China's YouTube) Duolingo $DUOL related video got millions and millions of views. And Collaboration with Luckin Coffee is definitely a phenomenal success in China I already saw a few videos featuring this subject. The co-branded products also looks so so cute -- I got the sense that IP collaboration has gone to a new era. $SE Free Fire collaboration with NARUTO alone driven a few hundred million of sales for Free Fire and it's pure gross profit IP collaboration in this era feels more and more like a way of a "excuse" to create new content for more internet traffic and"
X Link 2025-11-18T07:02Z XXX followers, XXX engagements
"For the one that thinking of $PDD or $BABA Taobao is a really bad platform because it sales bad quality items. Here is something you might miss. - China is a rather poor nation and also it's wealth is extremely unequal distributed. But even for the first tier cities like Shanghai the average income is still only like a mid-level income country most people in China can't afford something too good. Taobao and $PDD do have sections that build for more wealthy and branded product kind of like $JD. For Taobao it's Tmall ( ex-Taobao mall) and for $PDD is 10B section. Brands and often times big"
X Link 2025-11-26T02:59Z XXX followers, 1977 engagements
"The MAU / Retention / Usage of $BABA $PDD $JD Meituan in the past XX months. Check out the impact of the food delivery / quick commerce war. - The first graph is using Google Translate for convenience purposes. The second is the original Chinese graph"
X Link 2025-11-26T04:58Z XXX followers, 5208 engagements
"The bear case of $GRAB: There are a lot of people haven't use $GRAB competitors like $SE might use another innovative way to capture the usage. The bull case of $GRAB: There are a lot of people haven't use $GRAB there are so much room to grow"
X Link 2025-12-07T11:36Z XXX followers, 2111 engagements
"@SleepWellTrung I don't actually hold any stocks right now including $SE but there are a lot of companies I'm interested in"
X Link 2025-12-08T07:55Z XXX followers, XXX engagements
"Scams are legal if the law say so. - I like Luckin Coffee $LKNCY more than other Chinese Chain stores because most of their stores are self-owned. They are liable for their own profit and loss. It so different than most of the shitting Chinese Chain Stores out there that continuing calling themselves "supply chain companies". Although they do provide great value to customer. But the fact that nearly all of the franchise owners never make money makes it a pure scam. - Another interesting thing of Chinese physical store experience is that the stores are commercialized way too fast. It feels"
X Link 2025-11-18T08:02Z XXX followers, XXX engagements
"I think for both $BABA or $PDD. The domestic e-commerce market isnt that important anymore. It has become stable and boring. Probably more a cash cow business. The important thing for $BABA is AI thats the only future that can surpass its glory of domestic e-commerce business. For $PDD domestic business will always be a dog fight maybe it can still grow a decent amount of market share. But compared to the potential of the underdeveloped and uncompetitive market. Its like nothing. - No need to talk about the potential of AI. But did you know that China has less than XX% of the global GDP but"
X Link 2025-11-25T10:39Z XXX followers, 4657 engagements
"@kanye8210 Not that soon. But do got the potential They do got a stronger income statement for it"
X Link 2025-11-29T04:57Z XXX followers, XXX engagements
"According to Chinese Media Report. Food delivery has burn through 14B in the past two quarters. Now in 2025.11. $BABA & Meituan $MPNGY got a close order volume but the GMV market share is about 6:4. $BABA unit economics has improve a lot in the past quarter the loss per order has been cute in half but there is still a X yuan of difference in unit economics between two platforms. - The yellow long is Meituan the Blue line is $BABA. Both got about 75M orders a day. Before the delivery war Meituan got about 70M orders per day and $BABA got less than 25M orders a day"
X Link 2025-11-29T13:49Z XXX followers, 9179 engagements
"I think the rest of the world except SEA has developed the e-commerce model of China. I think thats a big chance for $PDD The margins will be much higher than China per GMV I didnt hold $PDD shares but looking it closely to re-enter I think it still takes some time for transformation and the current accounting issue wont favor $PDD)"
X Link 2025-12-02T13:06Z XXX followers, XXX engagements
"Looking at the $MELI tweets I feel like I live in a parallel universe. I opened a question. Share the strengthen and weakness of the company business wise. Then I started to be hated. It's a fact that $SE in Brazil is growing way faster than $MELI Brazil and already surpass $MELI in parcel volume or active users in about X years of operation. And of course I know that $MELI model works well or it won't be a company that worth 100B dollars. The Amazon model also works really well in most part of the world. But it doesn't diminished the fact that it do have some weakness that competitors like"
X Link 2025-11-27T09:21Z XXX followers, 16.7K engagements
"In American selling hardware do got software kind of margins. And in China selling software got negative margins. This is how tough China deflation and America's inflations are"
X Link 2025-11-29T03:08Z XXX followers, XXX engagements
"In recent years started to question whether deflation really cost economy down turn or its just an excuse for government to print more money. At least for retail stores or in any kind of tech product. The decrease of prices always lead to even greater sales. Black Friday is a really good example. - I know that if its wage deflation will be super bad. But for goods I think X% of inflation target is just bullshit. Technology is inherent deflationary"
X Link 2025-11-30T05:18Z XXX followers, XXX engagements
"@FedexSTi I didn't follow through. Can you explain more"
X Link 2025-11-28T01:02Z XXX followers, XXX engagements
"$BABA $PDD $JD $SE The information gap of Chinese companies between Chinese and English media are way too big. Too little people are fluent in both languages and environments. Its a huge opportunity for me. - Follow me for more"
X Link 2025-12-05T14:12Z XXX followers, 1182 engagements
"@JoshuaKushner "What's not going to change in the next XX years" - Jeff Bezos"
X Link 2025-12-08T03:36Z XXX followers, XXX engagements
"$SE Shopee Food might be a huge plus for $GRAB Food Business for now. Despite it's a huge risk in the long term. - For more affluent and more frequent users $GRAB probably got the majority of the pie. $SE got an huge advantages on the active users especially after they integrated Shopee Food into the Shopee products. - $GRAB active users is about X% of SEA population $SE got 50%+ of population as active user. $SE is aiming the population that $GRAB hasn't cover yet. Although I believe $GRAB delivery product is still a lot better than Shopee Food. So actually I think when $SE Shopee Food users"
X Link 2025-12-04T02:44Z XXX followers, 3286 engagements
"How good is Chinese EV @MKBHD just make a video on it. I would say the real Xiaomi EV looks a lot better in person. Tesla is very outstanding in Taiwan or most parts of the world. But in China it just looks like a normal car. Now in China even the 13000 USD car looks super good. - Xiaomi Car division is now profitable the first car was launched in 2024.03. It now sell more than 100K car per quarter and the gross margin is 25.5%. The car division will soon become a crazy profitable business. Although Xiaomi is famous for building all kind of small electronics but actually they only make the"
X Link 2025-12-08T14:33Z XXX followers, 1048 engagements