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[@Sunrisecap168](/creator/twitter/Sunrisecap168)
"Projected market share for instant delivery in China with Meituan expected to increase their dominance. What's missing here is that the pie is expected to get bigger especially with growth in the lower-tier cities $JD $MPNGY $BABA"  
![@Sunrisecap168 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1452137864590884868.png) [@Sunrisecap168](/creator/x/Sunrisecap168) on [X](/post/tweet/1945470479982366960) 2025-07-16 13:08:02 UTC XXX followers, XXX engagements


"$GOOGL with a strong beat but post-market is only at +2%. Perhaps too concerned with high CAPEX and FCF impact"  
![@Sunrisecap168 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1452137864590884868.png) [@Sunrisecap168](/creator/x/Sunrisecap168) on [X](/post/tweet/1948169014519439642) 2025-07-23 23:51:02 UTC XXX followers, XXX engagements