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[@EquityBrian](/creator/twitter/EquityBrian)
"I dont get the obsession with $PYPL. $FOUR is growing XX% at a cheaper multiple. $ADYEN is high-quality growth trading near its lowest multiple ever. Why own PayPal over either"  
[X Link](https://x.com/EquityBrian/status/1972855354225770927) [@EquityBrian](/creator/x/EquityBrian) 2025-09-30T02:45Z 9842 followers, 49.4K engagements


"Hard to find a stock as cheap as $JD right now Core biz is fine valuation isnt. Im long.👇"  
[X Link](https://x.com/EquityBrian/status/1974306636178338028) [@EquityBrian](/creator/x/EquityBrian) 2025-10-04T02:52Z 9842 followers, 23.5K engagements


"Trump talks tough. Markets panic. I buy. $BABA $JD"  
[X Link](https://x.com/EquityBrian/status/1976786976880882007) [@EquityBrian](/creator/x/EquityBrian) 2025-10-10T23:08Z 9842 followers, 16.3K engagements


"For the first time in a long time $RACE actually looks somewhat interesting"  
[X Link](https://x.com/EquityBrian/status/1977825974248243693) [@EquityBrian](/creator/x/EquityBrian) 2025-10-13T19:57Z 9842 followers, 3326 engagements


"Still one of the best risk/reward setups out there. $JD $40+ by year end. Bookmark it"  
[X Link](https://x.com/EquityBrian/status/1978547986914333143) [@EquityBrian](/creator/x/EquityBrian) 2025-10-15T19:46Z 9842 followers, 9354 engagements


"Chinas open-source models lead the world in downloads derivatives and usage. Alibabas Qwen is the #1 open model globally. $BABA"  
[X Link](https://x.com/EquityBrian/status/1978605690533892255) [@EquityBrian](/creator/x/EquityBrian) 2025-10-15T23:35Z 9843 followers, 7707 engagements


"BULLISH $BABA $JD $KWEB"  
[X Link](https://x.com/EquityBrian/status/1979148746597261573) [@EquityBrian](/creator/x/EquityBrian) 2025-10-17T11:33Z 9842 followers, 4008 engagements


"@catalicini $BABA"  
[X Link](https://x.com/EquityBrian/status/1979259178980905142) [@EquityBrian](/creator/x/EquityBrian) 2025-10-17T18:52Z 9842 followers, XX engagements


"Since 2020 $DBX has shrunk its share count by XX% and steadily expanded margins. Yet the stock still sits at just 9x FCF"  
[X Link](https://x.com/EquityBrian/status/1974799101603852645) [@EquityBrian](/creator/x/EquityBrian) 2025-10-05T11:29Z 9804 followers, 1651 engagements


"Whats the most compelling global opportunity (ex-US) youre following/long right now"  
[X Link](https://x.com/EquityBrian/status/1975643289018863968) [@EquityBrian](/creator/x/EquityBrian) 2025-10-07T19:24Z 9812 followers, 3805 engagements


"Every cycle tends to end the same: retail demand surges just in time to be exit liquidity. Feels like were there again"  
[X Link](https://x.com/EquityBrian/status/1976318631618412844) [@EquityBrian](/creator/x/EquityBrian) 2025-10-09T16:07Z 9788 followers, 1309 engagements


"Pullback in China names is buying opportunity. $KWEB $BABA $JD"  
[X Link](https://x.com/EquityBrian/status/1976353454709977089) [@EquityBrian](/creator/x/EquityBrian) 2025-10-09T18:25Z 9788 followers, 3931 engagements


"I still think $JD is $40/share by year-end"  
[X Link](https://x.com/EquityBrian/status/1976377905006706730) [@EquityBrian](/creator/x/EquityBrian) 2025-10-09T20:03Z 9805 followers, 4219 engagements


"This is what happens when your chairman also owns an NBA team. $BABA"  
[X Link](https://x.com/EquityBrian/status/1976392642096414835) [@EquityBrian](/creator/x/EquityBrian) 2025-10-09T21:01Z 9788 followers, 3694 engagements


"BUY CHINA $KWEB $BABA $JD"  
[X Link](https://x.com/EquityBrian/status/1976664091831030056) [@EquityBrian](/creator/x/EquityBrian) 2025-10-10T15:00Z 9789 followers, 11.4K engagements


"Alright China exposure is back on in size. $BABA $JD"  
[X Link](https://x.com/EquityBrian/status/1976724029378637846) [@EquityBrian](/creator/x/EquityBrian) 2025-10-10T18:58Z 9792 followers, 2357 engagements


"Alright @zoomyzoomm enough tweeting. Time to go all in $PDD again"  
[X Link](https://x.com/EquityBrian/status/1977158394244219140) [@EquityBrian](/creator/x/EquityBrian) 2025-10-11T23:44Z 9786 followers, 1819 engagements


"$BABA x $NIO"  
[X Link](https://x.com/EquityBrian/status/1977865136971960426) [@EquityBrian](/creator/x/EquityBrian) 2025-10-13T22:32Z 9787 followers, 3637 engagements


"@Shrimp_a_Whales Thats a good thought appreciate it. Any idea off the top of your head how much $RACE they own"  
[X Link](https://x.com/EquityBrian/status/1978462936852029560) [@EquityBrian](/creator/x/EquityBrian) 2025-10-15T14:08Z 9807 followers, XXX engagements


"@jbulltard1 Yeah flows drive it short term I just dont get the obsession from value guys on here. As an actual investment (buy/hold over next few years) why pick PayPal over FOUR or Adyen"  
[X Link](https://x.com/EquityBrian/status/1972861544859087097) [@EquityBrian](/creator/x/EquityBrian) 2025-09-30T03:10Z 9831 followers, 2594 engagements


"The $150B stat only counts the direct central injections. It ignores the 520B yuan capital raises backed by the finance ministry the broader plan (up to 1T yuan) and the local-debt/LGFV absorption programs. Add it up and youre already well north of $500B. And even if another $700B were needed thats XX% of GDP easily handled domestically without some total recap"  
[X Link](https://x.com/EquityBrian/status/1977561172636287433) [@EquityBrian](/creator/x/EquityBrian) 2025-10-13T02:24Z 9831 followers, XXX engagements


"@cronosbro Theyre mostly open source or open weights and they just dont have access to the same scale of user data or test feedback that Google OpenAI or Meta get. Hard to rig benchmarks when your models are public"  
[X Link](https://x.com/EquityBrian/status/1978624500099948918) [@EquityBrian](/creator/x/EquityBrian) 2025-10-16T00:50Z 9782 followers, XX engagements


"@plantmath1 Its based in Kazakhstan which borders Russia and they recently acquired a business to expand into Turkey. Both Kazakhstan and Turkey have inflation risk and the Russia-Ukraine war definitely weighs on sentiment"  
[X Link](https://x.com/EquityBrian/status/1978872455440617980) [@EquityBrian](/creator/x/EquityBrian) 2025-10-16T17:15Z 9782 followers, XXX engagements


"Gold now makes up a bigger share of global reserves than U.S. Treasuries for the first time since 1996. The dollars dominance isnt what it used to be"  
[X Link](https://x.com/EquityBrian/status/1979634916553007456) [@EquityBrian](/creator/x/EquityBrian) 2025-10-18T19:45Z 9784 followers, XXX engagements


"Chinas market is full of deep-value mispricings. $JD For investors willing to go against the crowd the opportunity is massive"  
[X Link](https://x.com/EquityBrian/status/1971801044276674852) [@EquityBrian](/creator/x/EquityBrian) 2025-09-27T04:56Z 9831 followers, 14.4K engagements


"@CitizenPaul4 TBD"  
[X Link](https://x.com/EquityBrian/status/1978969341640024170) [@EquityBrian](/creator/x/EquityBrian) 2025-10-16T23:40Z 9837 followers, XX engagements


"Imagine not being long China"  
[X Link](https://x.com/EquityBrian/status/1979434723928625376) [@EquityBrian](/creator/x/EquityBrian) 2025-10-18T06:29Z 9842 followers, 3738 engagements


"68% ROE. Expanding into a market 4x bigger. Trading at just 2.6x EBITDA. $KSPI is one of those rare compounders the market hasnt figured out yet. (Full write-up linked below)"  
[X Link](https://x.com/EquityBrian/status/1977809481661919234) [@EquityBrian](/creator/x/EquityBrian) 2025-10-13T18:51Z 9842 followers, 15.5K engagements


"Started a position in Ferrari $RACE. One of the few luxury names that actually deserves its multiple"  
[X Link](https://x.com/EquityBrian/status/1978458394475262401) [@EquityBrian](/creator/x/EquityBrian) 2025-10-15T13:50Z 9842 followers, 3770 engagements


"$FOUR down to just 6.2x NTM EBITDA"  
[X Link](https://x.com/EquityBrian/status/1978979370388635984) [@EquityBrian](/creator/x/EquityBrian) 2025-10-17T00:20Z 9843 followers, 6388 engagements


"@catalicini Looked at normalized earnings (exinstant delivery war). $JD trading at 10x those earnings and about half the market cap is cash"  
[X Link](https://x.com/EquityBrian/status/1979259151281721594) [@EquityBrian](/creator/x/EquityBrian) 2025-10-17T18:52Z 9842 followers, XXX engagements


"Short $PLTR"  
[X Link](https://x.com/EquityBrian/status/1979632005072765398) [@EquityBrian](/creator/x/EquityBrian) 2025-10-18T19:33Z 9843 followers, 10.6K engagements


"US households now have XX% of financial assets in equities. The most bullish positioning in history"  
[X Link](https://x.com/EquityBrian/status/1979926512301134246) [@EquityBrian](/creator/x/EquityBrian) 2025-10-19T15:04Z 9843 followers, 18.9K engagements