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[@masayoshisson](/creator/twitter/masayoshisson)
"$lu might turn into my favorite deep value play only for the peak contrarians among you"  
[X Link](https://x.com/masayoshisson/status/1968364918689992954) [@masayoshisson](/creator/x/masayoshisson) 2025-09-17T17:22Z XXX followers, XXX engagements


"@AchillesDes @jdmsparky thats exactly why I like $lu (I know its contrarian) theres no real competitive differentiation among the others as they all compete for the same customer with the same offering if you believe credit sales will not be fully automated for 2-3 years exceptional rr"  
[X Link](https://x.com/masayoshisson/status/1972295752677572875) [@masayoshisson](/creator/x/masayoshisson) 2025-09-28T13:42Z XXX followers, XXX engagements


"@akashnet_ @gregosuri great update achieving product-market fit and solving both the supply and demand constraints that $akt currently faces would strongly consider EVM chains such as @base where you have a competitive advantage be willing to pivot (which you are) but do so quickly"  
[X Link](https://x.com/masayoshisson/status/1977032628978250104) [@masayoshisson](/creator/x/masayoshisson) 2025-10-11T15:24Z XXX followers, XXX engagements


"@gregosuri @gregosuri great update achieving product-market fit and solving both the supply and demand constraints that $akt currently faces would strongly consider EVM chains such as @base where you have a competitive advantage be willing to pivot (which you are) but do so quickly"  
[X Link](https://x.com/masayoshisson/status/1977032680056504781) [@masayoshisson](/creator/x/masayoshisson) 2025-10-11T15:24Z XXX followers, XXX engagements


"@groksuperman @USTradeRep it does matter thats the zero sum mindset that destroys the US you cannot win without engaging in rational diplomacy"  
[X Link](https://x.com/masayoshisson/status/1978504055103148533) [@masayoshisson](/creator/x/masayoshisson) 2025-10-15T16:51Z XXX followers, XXX engagements


"$lu the epiphany of a contrarian trade"  
[X Link](https://x.com/masayoshisson/status/1958928039825285597) [@masayoshisson](/creator/x/masayoshisson) 2025-08-22T16:23Z XXX followers, XXX engagements


"$lu peak contrarian value play in chinese smb/ consumer finance market - market leader for smb (and increasingly) consumer finance loans with heavy focus on offline loan sourcing - macro tailwinds as ccp demands banks to stimulate economy through loans (to be counterbalanced by ongoing economic stress and still very cautious industrial stance wrt to investment) - operations show signs of growth reversal as cap on related party transactions with ping an (66% shareholder) was expanded in june 2025 - deeply integrated with 85+ mainland credit providers - transformation to fully take loan risk on"  
[X Link](https://x.com/masayoshisson/status/1969044109613469809) [@masayoshisson](/creator/x/masayoshisson) 2025-09-19T14:21Z XXX followers, XXX engagements


"$lu the stock is moving highly unusual options activity further supporting leg up (thanks @luckyca66355138) - I think it may be the hk trading resumption high risk high reward - tread carefully"  
[X Link](https://x.com/masayoshisson/status/1970127837320434131) [@masayoshisson](/creator/x/masayoshisson) 2025-09-22T14:07Z XXX followers, XXX engagements


"@luckyca66355138 $lu my chinese deep value play up steadily over past X weeks name with history of heavy insider trading I anticipate either a hk trading resumption and/ or another special dividend"  
[X Link](https://x.com/masayoshisson/status/1971631954354491676) [@masayoshisson](/creator/x/masayoshisson) 2025-09-26T17:44Z XXX followers, XXX engagements


"$lu is the og play (but currently suspended bc of auditor change) - expect profit reversal once the reporting resumes probably deepest value play out there and still trading in us $qfin has higher margins bc theyre less aggressive building provisions for losses (account for much of the margin delta to $finv) - that actually makes $finv more attractive and relative rr imo + XX% insider shares + growing loan book (while the others struggle with growth in recent qqs) dont think $lx has any moat given full reliance on ecommerce (thats why I actually like $lu most - they have deep integration with"  
[X Link](https://x.com/masayoshisson/status/1972189329754661071) [@masayoshisson](/creator/x/masayoshisson) 2025-09-28T06:39Z XXX followers, XXX engagements


"@luckyca66355138 $lu wrote about this in february - deep value thesis for the win still -XX% off aths and momentum really coming in now (+35% in one month now) continuing exceptional risk-reward"  
[X Link](https://x.com/masayoshisson/status/1972720926715191310) [@masayoshisson](/creator/x/masayoshisson) 2025-09-29T17:51Z XXX followers, XXX engagements


"@luckyca66355138 $lu XX week highs just broke wrote about this back in february built exposure $2.35-$2.50 fair value with super conservative assumptions and loan balance well below what I expect to see once mgmt reports $XXXX (does not factor in profitability in FY25)"  
[X Link](https://x.com/masayoshisson/status/1973426720717021303) [@masayoshisson](/creator/x/masayoshisson) 2025-10-01T16:36Z XXX followers, XXX engagements


"$lu I'll leave this chart here so you can draw your own conclusions heavy capitulation in trend reversal +43% in last month -XX% off aths"  
[X Link](https://x.com/masayoshisson/status/1973429456200175718) [@masayoshisson](/creator/x/masayoshisson) 2025-10-01T16:47Z XXX followers, XXX engagements


"@blondesnmoney $lu still deep deep value play jumped XX% in one month and has highly unusual options flow for this month given heavy insider trading before would imagine either hk trading resumption or another XX% mc dividend (as last year) both favorable - let's see what happens"  
[X Link](https://x.com/masayoshisson/status/1973858000097194332) [@masayoshisson](/creator/x/masayoshisson) 2025-10-02T21:09Z XXX followers, 1049 engagements


"$lu if you can't stomach the vol this game is not for you no news that would require thesis reevaluation still expect hk trading resumption (would set up god tier run) and/ or special dividend like in fy24"  
[X Link](https://x.com/masayoshisson/status/1974122010386317454) [@masayoshisson](/creator/x/masayoshisson) 2025-10-03T14:38Z XXX followers, XXX engagements


"$hydx $aero $hydx model doesn't make any sense imo: - if you're looking for liquidity then you'll provide it on $aero bc of depth (tough to beat them on exactly the same model) - if you're looking to just trade and UI then coinbase beats them bc they're the aggregator"  
[X Link](https://x.com/masayoshisson/status/1975550281921528175) [@masayoshisson](/creator/x/masayoshisson) 2025-10-07T13:14Z XXX followers, XXX engagements


"@Starfox_BTC @4WNSHTF @AerodromeFi @coinbase @base @HydrexFi you realize that these emissions accrue in full to token lockers right they're integral part of the business model that holds for every ve33 project. it doesn't matter if it's $aero $hydx or etherex"  
[X Link](https://x.com/masayoshisson/status/1975594058514112828) [@masayoshisson](/creator/x/masayoshisson) 2025-10-07T16:08Z XXX followers, XXX engagements


"@Starfox_BTC @4WNSHTF @AerodromeFi @coinbase @base @HydrexFi you're in denial and you refuse to acknowledge the basic concepts of the foundation underpinning $hydx come on man - get over yourself haha (and yes I'll leave you the last word so that you feel better about yourself and this rant)"  
[X Link](https://x.com/masayoshisson/status/1975595941219737714) [@masayoshisson](/creator/x/masayoshisson) 2025-10-07T16:15Z XXX followers, XXX engagements


"have seen several papers (tencent meta) published in the last days that claim to have solved continuous learning this may be the next AI frontier (with drastic implications for by now commonly excepted wisdoms of investors) looking more into this"  
[X Link](https://x.com/masayoshisson/status/1978597760614998200) [@masayoshisson](/creator/x/masayoshisson) 2025-10-15T23:04Z XXX followers, XXX engagements


"wen $aero listing sir @cz_binance"  
[X Link](https://x.com/masayoshisson/status/1979245226024735099) [@masayoshisson](/creator/x/masayoshisson) 2025-10-17T17:56Z XXX followers, XX engagements


"@MrMikeInvesting its not - their business model gets crushed by $baba and theyll be the first to drop out of the quick commerce business (which is where were headed from a customer convenience point of view)"  
[X Link](https://x.com/masayoshisson/status/1977821949113081881) [@masayoshisson](/creator/x/masayoshisson) 2025-10-13T19:41Z XXX followers, XXX engagements


"long-end of the yield curve is finally moving the US XX year just fell below X% marking a XX week low the floodgates are beginning to open if we end up getting more rate cuts I don't see major downside catalysts for equities for quite a while"  
[X Link](https://x.com/masayoshisson/status/1978868967667036233) [@masayoshisson](/creator/x/masayoshisson) 2025-10-16T17:01Z XXX followers, XX engagements


"many promising AI model papers have been published across last couple days thread to keep track"  
[X Link](https://x.com/masayoshisson/status/1978998007275110556) [@masayoshisson](/creator/x/masayoshisson) 2025-10-17T01:34Z XXX followers, XX engagements


"2// oct XX - tencent shift post-training/ RL to context/ inference by having the model self-evaluate and learn via an "experience" library offers substantial efficiency gains due to lack of RL yet limited to objective tasks with clear reward function"  
[X Link](https://x.com/masayoshisson/status/1978998013369405774) [@masayoshisson](/creator/x/masayoshisson) 2025-10-17T01:34Z XXX followers, XX engagements


"@cz_binance ok but when will you list $aero"  
[X Link](https://x.com/masayoshisson/status/1979659618285662568) [@masayoshisson](/creator/x/masayoshisson) 2025-10-18T21:23Z XXX followers, XX engagements


"@cz_binance ok but when will you list $aero"  
[X Link](https://x.com/masayoshisson/status/1979659665475875068) [@masayoshisson](/creator/x/masayoshisson) 2025-10-18T21:23Z XXX followers, XX engagements


"@cz_binance @yzilabs ok but when will you list $aero"  
[X Link](https://x.com/masayoshisson/status/1979659699550294327) [@masayoshisson](/creator/x/masayoshisson) 2025-10-18T21:23Z XXX followers, XX engagements


"@cz_binance ok but when will you list $aero"  
[X Link](https://x.com/masayoshisson/status/1979659859168755738) [@masayoshisson](/creator/x/masayoshisson) 2025-10-18T21:24Z XXX followers, XX engagements


"@cz_binance ok but when will you list $aero"  
[X Link](https://x.com/masayoshisson/status/1979659946779410534) [@masayoshisson](/creator/x/masayoshisson) 2025-10-18T21:24Z XXX followers, XX engagements


"@cz_binance @BNBCHAIN @binance not sure why you havent listed $aero no real excuse tbh"  
[X Link](https://x.com/masayoshisson/status/1979660265001246737) [@masayoshisson](/creator/x/masayoshisson) 2025-10-18T21:26Z XXX followers, XX engagements


"@cz_binance how about listing $aero $700m mc should be no-brainer for you no"  
[X Link](https://x.com/masayoshisson/status/1979660511550804226) [@masayoshisson](/creator/x/masayoshisson) 2025-10-18T21:27Z XXX followers, XX engagements