# ![@ahern_brendan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1138552015.png) @ahern_brendan Brendan Ahern

Brendan Ahern posts on X about $baba, baba, buyback, china the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1138552015/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1138552015/c:line/m:interactions.svg)

- [--] Week [------] +37%
- [--] Month [-------] -64%
- [--] Months [---------] +79%
- [--] Year [---------] -12%

### Mentions: [--] [#](/creator/twitter::1138552015/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1138552015/c:line/m:posts_active.svg)

- [--] Week [--] +32%
- [--] Month [--] -7.40%
- [--] Months [---] +27%
- [--] Year [---] +43%

### Followers: [------] [#](/creator/twitter::1138552015/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1138552015/c:line/m:followers.svg)

- [--] Week [------] +0.04%
- [--] Month [------] +0.53%
- [--] Months [------] +9.90%
- [--] Year [------] +25%

### CreatorRank: [---------] [#](/creator/twitter::1138552015/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1138552015/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  66.1% [finance](/list/finance)  36.44% [countries](/list/countries)  17.8% [technology brands](/list/technology-brands)  7.63% [cryptocurrencies](/list/cryptocurrencies)  3.39% [automotive brands](/list/automotive-brands)  3.39% [travel destinations](/list/travel-destinations)  3.39% [social networks](/list/social-networks)  0.85% [financial services](/list/financial-services)  0.85%

**Social topic influence**
[$baba](/topic/$baba) #40, [baba](/topic/baba) #2147, [buyback](/topic/buyback) 19.49%, [china](/topic/china) 17.8%, [buying](/topic/buying) 15.25%, [$babas](/topic/$babas) 9.32%, [$tcehy](/topic/$tcehy) #8, [$jd](/topic/$jd) #56, [accounting](/topic/accounting) 7.63%, [$bidu](/topic/$bidu) #13

**Top accounts mentioned or mentioned by**
[@briantycangco](/creator/undefined) [@hustlehamm](/creator/undefined) [@tencentglobal](/creator/undefined) [@alibabagroup](/creator/undefined) [@chinalastnight](/creator/undefined) [@grok](/creator/undefined) [@bauhiniacapital](/creator/undefined) [@baiduinc](/creator/undefined) [@alibabagroups](/creator/undefined) [@kraneshares](/creator/undefined) [@tencentglobals](/creator/undefined) [@shoppinduoduo](/creator/undefined) [@chengevelyn](/creator/undefined) [@cnbci](/creator/undefined) [@agentofchange](/creator/undefined) [@robertbaiguan](/creator/undefined) [@lynaldencontact](/creator/undefined) [@hedgeyechina](/creator/undefined) [@ajbutton2](/creator/undefined) [@hkexgroup](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Autohome Inc. American Depositary Shares (ATHM)](/topic/$athm) [KE Holdings Inc. (BEKE)](/topic/$beke) [Open Campus (EDU)](/topic/$edu) [XPENG INC. (XPEV)](/topic/$xpev) [Lennox International, Inc. (LII)](/topic/$li) [Zhihu Inc. (ZH)](/topic/$zh) [GammaSwap (GS)](/topic/$gs) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Highest volume day ever in mainland China stock market"  
[X Link](https://x.com/ahern_brendan/status/2010714188981604377)  2026-01-12T14:03Z 13.6K followers, 329.7K engagements


"$BABA news seems strange as Rubio met with Foreign Minister Wang today Bessent talking nice on China this morning on CNBC and a US-China anti-narcotics meeting yesterday in China. Art of the deal or Pentagon protecting their $1T budget"  
[X Link](https://x.com/ahern_brendan/status/2022307478570971145)  2026-02-13T13:50Z 13.6K followers, [----] engagements


"DJT calls Hegseth "I'm trying to do a deal with China what are you doing bashing $BABA $BIDU""  
[X Link](https://x.com/ahern_brendan/status/2022324398053528018)  2026-02-13T14:58Z 13.6K followers, [----] engagements


"What did mainland investors think of @TencentGlobal's Q3 Largest net buy of $TCEHY's HK shares since September 24th totaling HK $2.1676B (US $279mm)"  
[X Link](https://x.com/ahern_brendan/status/1989347322430701710)  2025-11-14T14:58Z 13.6K followers, [---] engagements


"$TCOM investigation. Investors are obviously shooting first/ask questions later. Disappointing regardless. HK shares -6.49%"  
[X Link](https://x.com/ahern_brendan/status/2011427845512290603)  2026-01-14T13:19Z 13.6K followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. Brutal despite onshore break tap is onshore/not offshore China. $TCOM regulatory fears spread to $TME & $PDD. HS Tech futures rising off intra-day lows"  
[X Link](https://x.com/ahern_brendan/status/2012244656856215795)  2026-01-16T19:24Z 13.6K followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. CNH/renminbi off but not significantly versus HK China & EM futures. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY"  
[X Link](https://x.com/ahern_brendan/status/2013713836436553809)  2026-01-20T20:42Z 13.6K followers, [----] engagements


"$BABA's HK share class had $138mm of net buying from mainland investors via Southbound Stock Connect. Big connect trading day with $1.786B of net inflow into HK stocks and ETFs"  
[X Link](https://x.com/ahern_brendan/status/2013962421312880649)  2026-01-21T13:10Z 13.7K followers, [----] engagements


"$PDD lost $48B in market cap since November 10th on what turned out to be a RMB [------] ($14300) tax fine. We don't know if they are fully out of the regulatory woods of course nor should we expect any guidance from notoriously silent @shop_pinduoduo management"  
[X Link](https://x.com/ahern_brendan/status/2013981347048476969)  2026-01-21T14:25Z 13.6K followers, [----] engagements


"Worthwhile watch from @chengevelyn of @CNBCi. Big fan of Kuaishou as a shareholder. $BILI is another company is doing very innovative things Chinese companies are pushing out AI video tools which can create and edit videos in real time amping up the heat in the global tech race as they rival the U.S.-based OpenAI's Sora. Will these firms take the world by storm as TikTok did CNBC's Evelyn Cheng reports. https://t.co/AYBSdqYaBE Chinese companies are pushing out AI video tools which can create and edit videos in real time amping up the heat in the global tech race as they rival the U.S.-based"  
[X Link](https://x.com/ahern_brendan/status/2016907881577156820)  2026-01-29T16:14Z 13.6K followers, [----] engagements


"Maybe President Trump should consider the PBOC's Pan Gongsheng for the top #Fed job China's mortgage rate is half of the US at 3% while lowering the Loan Prime Rate from 3.8% in [----] to 3% today. Pictured today in Beijing with $GS David Solomon"  
[X Link](https://x.com/ahern_brendan/status/2016955710848774555)  2026-01-29T19:24Z 13.7K followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. CNH/renminbi rally to new [--] week high versus US $ $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY"  
[X Link](https://x.com/ahern_brendan/status/2018383005119590759)  2026-02-02T17:56Z 13.7K followers, [---] engagements


"@agent_of_change Chinese state media highlighted Xi's statement to PM Starmer is interesting/no attention from Western media. "China will never pose a threat to other countries no matter how it grows and develops said Chinese President Xi Jinping in his meeting with visiting British Prime Minister Keir Starmer in Beijing on Thursday. Emphasizing China's commitment to peaceful development Xi said that China has never initiated a war nor occupied an inch of foreign land." https://www.globaltimes.cn/page/202601/1354426.shtml A stunningly ridiculous article pinning the blame on China for the"  
[X Link](https://x.com/ahern_brendan/status/2018423212292620528)  2026-02-02T20:36Z 13.6K followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. CNH/renminbi holding in there though HK and China futures off. EM futures rolling over to the downside. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY https://twitter.com/i/web/status/2018753019840508133 https://twitter.com/i/web/status/2018753019840508133"  
[X Link](https://x.com/ahern_brendan/status/2018753019840508133)  2026-02-03T18:26Z 13.6K followers, [----] engagements


"SK Hynix ($68B [----] Revenue) and Samsung ($234B [----] Revenue) combined market cap became larger than $BABA ($143B [----] Revenue Estimate) and $TCEHY ($108B [----] Revenue Estimate) overnight @BrianTycangco This makes absolutely zero sense. Its a clear indication of bias against China in global capital allocation. One single TW company $TSM makes up nearly 1/8th of the entire weighting. That exposes investors to unnecessary risk. But it also tells us just how under-allocated global This makes absolutely zero sense. Its a clear indication of bias against China in global capital allocation. One"  
[X Link](https://x.com/ahern_brendan/status/2018755912631267835)  2026-02-03T18:38Z 13.6K followers, [----] engagements


"@TencentGlobal had a very large net buy of its HK share class $TCEHY via Southbound Stock Connect. US $714mm net buy"  
[X Link](https://x.com/ahern_brendan/status/2019381269059240191)  2026-02-05T12:03Z 13.7K followers, [---] engagements


"@TencentGlobal was a very large net buy of $704mm from mainland investors via Southbound Stock Connect in their HK share class [---] HK $TCEHY. Mainland investors bought a total of $3.197B net buying of HK stocks and ETFs"  
[X Link](https://x.com/ahern_brendan/status/2019424882380157203)  2026-02-05T14:56Z 13.7K followers, [---] engagements


"@TencentGlobal had another strong day of buying from mainland investors into their HK share class. Tencent's net buy today was US $554mm which brings the weekly total to $1.97 billion"  
[X Link](https://x.com/ahern_brendan/status/2019781279676322148)  2026-02-06T14:32Z 13.6K followers, [---] engagements


"While investors globally freak out/puke up stocks mainland Chinese investors are buying the dip in HK stocks via Southbound Stock Connect. Today's inflow was $1.901 billion which brings the week to date total to $7.176 billion and YTD total to $16.026 billion. $TCEHY & $BABA big beneficiaries. https://twitter.com/i/web/status/2019782093845217401 https://twitter.com/i/web/status/2019782093845217401"  
[X Link](https://x.com/ahern_brendan/status/2019782093845217401)  2026-02-06T14:35Z 13.6K followers, [----] engagements


"Interesting chart/insight from @robert_baiguan on a small sign that China's deflation spiral tempering. One of my favorite proxies to understand deflationary pressure in China is to read YUM China's quarterly results and find average selling price of Kentucky Fried Chicken. KFC is a popular fast food dining brand and the largest restaurant chain in China. It's also one of the https://t.co/Ow7O3QSBDC One of my favorite proxies to understand deflationary pressure in China is to read YUM China's quarterly results and find average selling price of Kentucky Fried Chicken. KFC is a popular fast"  
[X Link](https://x.com/ahern_brendan/status/2020886481825391059)  2026-02-09T15:44Z 13.6K followers, [----] engagements


"Take a look MSCI Emerging Markets GDP Weighted Index @BrianTycangco. Taiwan is in the "other" bucket. This is the travesty in modern capital markets. China is an economy 24X larger than Taiwan yet only gets 5% more weighting in the MSCI Emerging Markets index allocation. South Korea a nation clearly very advanced with a per capita income 250% higher than China is arguably https://t.co/YGlJQy1An2 This is the travesty in modern capital markets. China is an economy 24X larger than Taiwan yet only gets 5% more weighting in the MSCI Emerging Markets index allocation. South Korea a nation clearly"  
[X Link](https://x.com/ahern_brendan/status/2021676800825602207)  2026-02-11T20:04Z 13.6K followers, [----] engagements


"A headline you'll not see elsewhere: China's GDP at an All-time high. China's stock market is not a transmission engine for GDP growth for a variety reasons"  
[X Link](https://x.com/ahern_brendan/status/2021684489898861013)  2026-02-11T20:35Z 13.7K followers, [----] engagements


"@BrianTycangco They all do @BrianTycangco though in theory one has a choice by using a EM ex-China ETF with a China ETF. Look at difference in All Country World Market Cap Weighted versus GDP Weighted"  
[X Link](https://x.com/ahern_brendan/status/2021685989970710993)  2026-02-11T20:41Z 13.7K followers, [---] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. Thorough rinsing/panic puke though CNH/renminbi stabilizing. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY"  
[X Link](https://x.com/ahern_brendan/status/2022023512513499236)  2026-02-12T19:02Z 13.7K followers, [----] engagements


"Per today's @chinalastnight $BIDU's Apollo Go has nearly the same number of rides as Waymo's total/weekly rides. What should Apollo Go be valued at @Baidu_Inc total market cap is $51 billion. The age of autonomous mobility at scale is here. Waymo has raised $16B to bring the worlds most trusted driver to more cities. ✅ $126B valuation ✅ 20M+ lifetime rides ✅ 90% reduction in serious injury crashes Read more from our co-CEOs: https://t.co/Fc5I33WpYB https://t.co/zF79Sc6kzm The age of autonomous mobility at scale is here. Waymo has raised $16B to bring the worlds most trusted driver to more"  
[X Link](https://x.com/ahern_brendan/status/2018710840690573804)  2026-02-03T15:39Z 13.6K followers, [----] engagements


"A major culprit is the US doesn't include goods made and sold in China by US firms @LynAldenContact . Think about all those iPhones made in China sold in China and revenue sent back to Cupertino but not included trade data. According to the NY Fed: ".while the United States only exported $130 billion of goods to China in [----] sales by U.S. multinationals in China amounted to $376 billion that year. Although the large bilateral deficit in [----] was driven by the fact that U.S. exports to China were only a quarter as large as Chinese exports to the United States total sales (exports plus"  
[X Link](https://x.com/ahern_brendan/status/2021678106906435846)  2026-02-11T20:09Z 13.6K followers, 23.3K engagements


"$BABA net buying in their HK share class from mainland investors very strong today More than 50% of Southbound buying was in http://9988.HK http://9988.HK"  
[X Link](https://x.com/anyuser/status/1890375483478462639)  2025-02-14T12:20Z 13.6K followers, 36.3K engagements


"$BABA Olympic Pavilion in Milan. All work and no play for me unfortunately"  
[X Link](https://x.com/ahern_brendan/status/2022030483417374762)  2026-02-12T19:30Z 13.6K followers, [----] engagements


"Our thesis on US-China relations improving under Donald Trump continues to gain traction based on increased dialogue in advance of the April China trip"  
[X Link](https://x.com/ahern_brendan/status/2022292520231747647)  2026-02-13T12:51Z 13.6K followers, [----] engagements


"Premium/Discount of US listed China #ADRs versus their HK close. $BABA & $BIDU still a big discount versus the HK close. Not risk-free arbitrage but if you can buy the US share and convert it into the HK share it seems like a high probability trade. Definitely guaranteed"  
[X Link](https://x.com/ahern_brendan/status/2022370061470609464)  2026-02-13T17:59Z 13.7K followers, [----] engagements


"$BABA buyback officially upped to $25B"  
[X Link](https://x.com/anyuser/status/1517609771523788801)  2022-04-22T21:02Z 13.6K followers, [---] engagements


"@HedgeyeChina @AJButton2 HK stocks including $BABA/9988 HK +1.35% $JD/9618 HK +0.72% $NTES/9999 HK +3.05%; Should see at least +3% moves higher in the US significant weekly outperformance by China & HK versus US Europe and Asia as HS Tech +nearly 10% @HedgeyeChina today's crash was completely inexplicable. What happened that was bad Bloomberg says Ant Group IPO is back on then China denies that's not a rational reason for prices to fall below YESTERDAY's levels. @HedgeyeChina today's crash was completely inexplicable. What happened that was bad Bloomberg says Ant Group IPO is back on then"  
[X Link](https://x.com/ahern_brendan/status/1535207403095982081)  2022-06-10T10:29Z 13.6K followers, [--] engagements


"chart must not have read the latest @BrianTycangco #mustbenegative :) http://3888.HK The chart of the @HKEXGroup is incredibly bullish and driven by powerful fundamentals: [--]. Dual-listing of CN ADRs [--]. Returning appetite for IPOs [--]. Consistent profitability [--]. Booming cross-border trade (Stock Connect) And soon ETF inclusion $HKXCY https://t.co/q1XDPrHRuU https://t.co/6HXyud3yP1 http://3888.HK The chart of the @HKEXGroup is incredibly bullish and driven by powerful fundamentals: [--]. Dual-listing of CN ADRs [--]. Returning appetite for IPOs [--]. Consistent profitability [--]. Booming cross-border trade"  
[X Link](https://x.com/ahern_brendan/status/1541375729639858181)  2022-06-27T10:59Z 13.6K followers, [--] engagements


"$BABA fined $895k and loses $20B in market cap. are markets efficient"  
[X Link](https://x.com/anyuser/status/1546500944061497344)  2022-07-11T14:25Z 13.6K followers, [---] engagements


"$NTES/9999 HK beats expectations on the big three revenue adjusted net income and adjusted EPS. Hat tip to @NetEase_Global"  
[X Link](https://x.com/ahern_brendan/status/1560239134349852672)  2022-08-18T12:16Z 13.6K followers, [--] engagements


"$BABA on audit review great/positive Alibaba Earnings Conference Call on May [--] [----] Maggie Wu Chief Financial Officer & Head of Strategic Investments stated: Alibaba's financial statements are prepared in accordance with U.S. GAAP and since our inception in 1999"  
[X Link](https://x.com/anyuser/status/1564606136942301187)  2022-08-30T13:29Z 13.6K followers, [---] engagements


"I couldn't agree more with this great article from @asiatimesonline Markets have Chinas new leadership all wrong Asia Times https://asiatimes.com/2022/10/markets-have-chinas-new-leadership-all-wrong/ https://asiatimes.com/2022/10/markets-have-chinas-new-leadership-all-wrong/"  
[X Link](https://x.com/anyuser/status/1585998805656391686)  2022-10-28T14:15Z 13.6K followers, [---] engagements


"Also announced today but noticed by no one was CSRC China's SEC advancing the rollout of IRAs for the 1st time. The annual contribution of RMB 12K = $1670 * 984mm (working age population) = A lot of money going into stocks & bonds"  
[X Link](https://x.com/anyuser/status/1588604266608201728)  2022-11-04T18:49Z 13.6K followers, [---] engagements


"PCAOB release not newsworthy as $2T of investors' capital spared from delisting. If it bleeds it leads. If it is positive it doesn't see the light of day"  
[X Link](https://x.com/anyuser/status/1603459252357562369)  2022-12-15T18:37Z 13.6K followers, 17.3K engagements


"$BABA beats on the big three revenue adjusted net income and adjusted EPS. Very impressive results. MASSIVE $3.1B stock buyback in the quarter"  
[X Link](https://x.com/anyuser/status/1689606447653609472)  2023-08-10T11:55Z 13.6K followers, 20.6K engagements


"Is this an @TheOnion or @WSJ article We are worried about cranes Cranes that are unloading cargo ships coming from China with stuff made in China on ships made in China. Amazing we are only $34T in debt with these folks at the wheel"  
[X Link](https://x.com/anyuser/status/1760300998659084528)  2024-02-21T13:50Z 13.6K followers, 12.7K engagements


"$BABA dividend record date just announced. $1.66 coming to the faithful. Sooner than I anticipated w/record date June [--] and payable July [--] on the ADR"  
[X Link](https://x.com/anyuser/status/1796309020627644735)  2024-05-30T22:33Z 13.6K followers, 58.8K engagements


"One benefit of $BABA's dual listing is daily disclosure of buybacks as you can see per the below"  
[X Link](https://x.com/anyuser/status/1831071719563337989)  2024-09-03T20:48Z 13.6K followers, 39.6K engagements


"$BABA it's official"  
[X Link](https://x.com/anyuser/status/1833127469429166441)  2024-09-09T12:57Z 13.6K followers, 95.2K engagements


"$BABA +4.21% in HK on very high volume of 206mm shares (versus [--] year average of 47mm shares) worth US $2.161 billion/4X higher than the next highest stock by value traded. Mainland investors buy HK $8.4509 billion/$1.086 billion of Alibaba on its Southbound Stock Connect debut. Fully coverage in today's @chinalastnight https://twitter.com/i/web/status/1833478905379889525 https://twitter.com/i/web/status/1833478905379889525"  
[X Link](https://x.com/anyuser/status/1833478905379889525)  2024-09-10T12:13Z 13.6K followers, 14.7K engagements


"$BABA stock buyback as % of ADR volume"  
[X Link](https://x.com/anyuser/status/1833531597498552499)  2024-09-10T15:42Z 13.6K followers, 20.1K engagements


"$BABA buyback yesterday accounted for 4.7% of the ADR's total volume yesterday. No data on the number of shares bought via Southbound Connect yesterday though we know just over $1.086B of net buying yesterday. Hopefully HKeX publishes the shares held prior to today @chinalastnight"  
[X Link](https://x.com/anyuser/status/1833835346695487625)  2024-09-11T11:49Z 13.6K followers, [----] engagements


"$BABA Mainland investors buy HK $3.512 billion of shares net of sales today. US $450mm net buying today"  
[X Link](https://x.com/anyuser/status/1834198934186586520)  2024-09-12T11:54Z 13.6K followers, 15.9K engagements


"Today's $BABA buyback HK filing. Over the three weeks the company has bought back 0.394% of shares outstanding. Yesterday they bought [------] US ADRs as the buyback accounted for 4.3% of the ADR's volume"  
[X Link](https://x.com/anyuser/status/1834554111410250069)  2024-09-13T11:25Z 13.6K followers, [----] engagements


"$BABA Southbound Connect net buying. 1st week was a healthy $2.1B of net buying"  
[X Link](https://x.com/anyuser/status/1834571690619154746)  2024-09-13T12:35Z 13.6K followers, 14.3K engagements


"$BABA buyback yesterday accounted for 9% of the ADR's volume"  
[X Link](https://x.com/anyuser/status/1836766634771411240)  2024-09-19T13:57Z 13.6K followers, 17.6K engagements


"$BABA Southbound Stock Connect net buying in HK from mainland investors. Big day today"  
[X Link](https://x.com/anyuser/status/1837087208391508365)  2024-09-20T11:11Z 13.6K followers, [----] engagements


"$BABA receives $252mm of net buying today via Southbound Stock Connect"  
[X Link](https://x.com/anyuser/status/1838206979010855170)  2024-09-23T13:21Z 13.6K followers, 19.5K engagements


"$BABA Southbound Stock Connect net buying was $884mm today bringing the total to $5B since its addition. Muy bueno"  
[X Link](https://x.com/anyuser/status/1839272801229746446)  2024-09-26T11:56Z 13.6K followers, 18.5K engagements


"Just out from $BABA @AlibabaGroup . In Q3 the company spent $4.1B buying 414mm shares/52mm ADRs. Reduced shares outstanding by 2.1%. Bravo bravo"  
[X Link](https://x.com/anyuser/status/1841446968154812582)  2024-10-02T11:55Z 13.6K followers, 83.5K engagements


"Answer to a client question - how much dry powder do Chinese citizens $43 trillion in bank deposits (M2)"  
[X Link](https://x.com/anyuser/status/1841548928787087497)  2024-10-02T18:40Z 13.6K followers, 27.4K engagements


"$BABA big $375mm net buying from mainland China investors via Southbound Stock Connect today. Surprising neither $JD nor $BIDU haven't filed for an HK dual primary"  
[X Link](https://x.com/anyuser/status/1844459200652697641)  2024-10-10T19:25Z 13.6K followers, 10.9K engagements


"A headline you won't be reading today: China's exports increased 48% month over month"  
[X Link](https://x.com/anyuser/status/1845802624727085147)  2024-10-14T12:23Z 13.6K followers, 13.7K engagements


"$BABA bought the dip in its ADR yesterday based on a HKeX filing. [-------] shares = [------] ADRs"  
[X Link](https://x.com/anyuser/status/1847240576476852310)  2024-10-18T11:37Z 13.6K followers, 18.6K engagements


"$BABA bought [------] ADRs yesterday as their buyback accounted for 1.5% of the ADR's volume"  
[X Link](https://x.com/anyuser/status/1851628905649639780)  2024-10-30T14:15Z 13.6K followers, 19.9K engagements


"$BABA buys back [------] US ADRs yesterday which accounted for 2% of their ADR volume"  
[X Link](https://x.com/anyuser/status/1851993609001640031)  2024-10-31T14:24Z 13.6K followers, 10K engagements


"$BABA bought [------] ADRs yesterday accounting for 1.9% of their ADRs volume. Makes you wonder when they will run out of ADRs to buy"  
[X Link](https://x.com/anyuser/status/1854176591829479704)  2024-11-06T14:58Z 13.6K followers, 21.3K engagements


"$BABA bought [------] ADRs yesterday accounting for 1.1% of the ADR's volume. Funny to think people who puked up shares yesterday might have sold shares to the company"  
[X Link](https://x.com/anyuser/status/1854528981296386377)  2024-11-07T14:18Z 13.6K followers, 51.9K engagements


"With US election and China stimulus I assume investors have forgotten $BABA's Single Day is Monday"  
[X Link](https://x.com/anyuser/status/1854616201659662364)  2024-11-07T20:05Z 13.6K followers, 22.1K engagements


"China stimulus of 7.8% [----] GDP underwhelms investors with all things China crushed pre-US market open. No domestic consumption number given but in the Q&A "we are actively planning for the next fiscal policy and increasing countercyclical adjustments". Remember Monday is $BABA's Singles Day $TCEHY Q3 Wednesday $JD $NTES Thursday and $BABA Friday. Puke now regret later"  
[X Link](https://x.com/anyuser/status/1854867576406397231)  2024-11-08T12:44Z 13.6K followers, 35K engagements


"$BABA bought [------] ADRs yesterday as their buyback accounted for 1% of turnover"  
[X Link](https://x.com/anyuser/status/1856686253195890814)  2024-11-13T13:11Z 13.6K followers, 19.1K engagements


"$JD beats on the big three revenue adjusted net income and adjusted EPS. The company has purchased 8.1%/127mm ADRs year to date while announcing a new $5B buyback program"  
[X Link](https://x.com/anyuser/status/1857026444481778004)  2024-11-14T11:43Z 13.6K followers, 19.6K engagements


"$BABA bought 52mm ADRs in the last quarter reducing their shares outstanding by 2.1%. Still have $22B dedicated for share buyback through March 2027"  
[X Link](https://x.com/anyuser/status/1857391401551397067)  2024-11-15T11:53Z 13.6K followers, 32.6K engagements


"$BABA's international efforts doing very well. w/$50B of cash = 25% of market cap"  
[X Link](https://x.com/anyuser/status/1857396735586295971)  2024-11-15T12:14Z 13.6K followers, 21.2K engagements


"$BABA @AlibabaGroup's CEO Eddie Wu on China's economy: "We're optimistic about the government's macro stimulus policies and are confident in their positive long-term economic impact." Eddie Wu CEO of Alibaba Group announced Alibaba Groups September Quarter [----] results stating a solid quarter driven by the strategic focus on core business investments and expressing strong confidence in the companys future growth. Read the full transcript of Eddie Wu's https://t.co/ZtfDnE3XLt Eddie Wu CEO of Alibaba Group announced Alibaba Groups September Quarter [----] results stating a solid quarter driven by"  
[X Link](https://x.com/anyuser/status/1857441636990525640)  2024-11-15T15:12Z 13.6K followers, 15.1K engagements


"$BABA spent $39.9mm buying back [------] ADRs yesterday as their buyback accounted for 3.1% of the ADR volume yesterday"  
[X Link](https://x.com/anyuser/status/1861413417833111741)  2024-11-26T14:15Z 13.6K followers, [----] engagements


"$BABA's buyback on Wednesday was [------] ADRs accounting for 3.4% of the ADR's volume"  
[X Link](https://x.com/anyuser/status/1862532087489642917)  2024-11-29T16:20Z 13.6K followers, 12.5K engagements


"$BABA bought [------] of US ADRs on Friday as their buyback accounted for 6.1% of the ADR's volume"  
[X Link](https://x.com/anyuser/status/1863660207814898067)  2024-12-02T19:03Z 13.6K followers, 16.1K engagements


"$BABA bought [------] of its ADRs yesterday as it's buyback accounted for 3.4% of the ADR's volume"  
[X Link](https://x.com/anyuser/status/1864354023467327974)  2024-12-04T17:00Z 13.6K followers, 16.8K engagements


"$BABA went big on their buyback yesterday spending $59.9mm on [------] ADRs which accounted for 5.5% of their ADR's volume. The buyback has increased with recent ADR weakness. Since August [----] they've bought 24.987mm shares with the buyback authorized to buy 234mm shares meaning they've only bought 9% of what they will. (Remember this is a HK filing so shares are in HK shares so we need to divide by 8)"  
[X Link](https://x.com/anyuser/status/1865041672364605886)  2024-12-06T14:32Z 13.6K followers, 106.1K engagements


"Mainland media headline on $BABA's Jack Ma public appearance in Hangzhou. Symbolism is not to be lost"  
[X Link](https://x.com/anyuser/status/1866099235407474702)  2024-12-09T12:35Z 13.6K followers, 13.9K engagements


"$BABA spent $39.9mm on Friday buying [------] ADRs accounting for 3.9% of its volume"  
[X Link](https://x.com/anyuser/status/1866163795229368411)  2024-12-09T16:51Z 13.6K followers, [----] engagements


"$BABA bought [------] ADRs yesterday accounting for 0.8% of the ADR's volume. Smallest buyback since Novmember 7's buyback of 65517"  
[X Link](https://x.com/anyuser/status/1866936644114288778)  2024-12-11T20:02Z 13.6K followers, 10.3K engagements


"Trump invites China's Xi Jinping to Inauguration. Has to be a good thing. Has to be"  
[X Link](https://x.com/anyuser/status/1866986004952793563)  2024-12-11T23:18Z 13.6K followers, 54.3K engagements


"$BABA buybacks back [------] ADRs yesterday accounting for 1.1% of the ADR's volume"  
[X Link](https://x.com/anyuser/status/1867222387004993744)  2024-12-12T14:58Z 13.6K followers, 17.5K engagements


"$BABA bought [------] ADRs on Thursday and [------] ADRs on Friday accounting for 1.1% and 1% of the ADR volume"  
[X Link](https://x.com/anyuser/status/1868739700636442726)  2024-12-16T19:27Z 13.6K followers, 40.3K engagements


"$BABA bought [------] ADRs yesterday as their buyback accounted for 2.1% of the ADR's volume yesterday"  
[X Link](https://x.com/anyuser/status/1869762994848354307)  2024-12-19T15:13Z 13.6K followers, 20.5K engagements


"$BABA has 4.74% of shares outstanding held by mainland investors via Southbound Stock Connect. Between the company's buyback and Connect buyers bit surprised stock hasn't "long squeezed" higher"  
[X Link](https://x.com/anyuser/status/1869776964363718976)  2024-12-19T16:09Z 13.6K followers, 15.5K engagements


"$BABA pressed the gas on the buyback pedal yesterday buying [------] ADRs as the buyback accounted for 3.4% of their ADR volume. Almost 2X Wednesday's amount which makes you wonder how much they will buy today"  
[X Link](https://x.com/anyuser/status/1870168471494885418)  2024-12-20T18:04Z 13.6K followers, 28.5K engagements


"$BABA bought [------] ADRs Tuesday and [------] ADRs yesterday accounting for 2.2% and 1% of the ADRs volume respectively"  
[X Link](https://x.com/anyuser/status/1872661103504974115)  2024-12-27T15:09Z 13.6K followers, 25.8K engagements


"$BABA announced it spent $1.3B buying 15mm ADRs in Q4 2024"  
[X Link](https://x.com/anyuser/status/1874830387895218642)  2025-01-02T14:49Z 13.6K followers, 71.7K engagements


"$TCEHY can dispute the claim and sue in court if necessary. not w/out precedent for a company to be put on this list sue and win. per Bloomberg @TencentGlobal said its presence on the list was clearly a mistake. We are not a military company or supplier a company spokesperson said. Unlike sanctions or export controls this listing has no impact on our business. We will nonetheless work with the Department of Defense to address any misunderstanding"  
[X Link](https://x.com/ahern_brendan/status/1876317393678434554)  2025-01-06T17:18Z 13.6K followers, [----] engagements


"$BABA forward P/E [----] VERSUS $NVDA's [-----]. Alibaba Cloud Releases Latest AI Models For Enhanced Visual Understanding and Long Context Inputs https://www.alizila.com/alibaba-cloud-releases-latest-ai-models-for-enhanced-visual-understanding-and-long-context-inputs/ https://www.alizila.com/alibaba-cloud-releases-latest-ai-models-for-enhanced-visual-understanding-and-long-context-inputs/"  
[X Link](https://x.com/anyuser/status/1884303859931304220)  2025-01-28T18:13Z 13.6K followers, 20.3K engagements


"$BABA currently at 12.91% premium to Tuesday's HK close. Is a 12.91% move feasible Monday in HK Since relisting in HK there have been [--] days that $BABA's HK listing (9988 HK) moved more than 10% since relisting in HK November [--] 2019"  
[X Link](https://x.com/ahern_brendan/status/1885004894588846496)  2025-01-30T16:39Z 13.7K followers, 15.3K engagements


"$BABA & $PLTR have basically the same market cap though $BABA generates 1.5X more net income ($5B) in a quarter than $PLTR does in revenue ($2.9B) a year. $PLTR is trading at 80x sales. $BABA is trading at 10x FCF. One of these valuations is driven by pure hype. The other is driven by fear. Which one would you bet on long-term $PLTR is trading at 80x sales. $BABA is trading at 10x FCF. One of these valuations is driven by pure hype. The other is driven by fear. Which one would you bet on long-term"  
[X Link](https://x.com/anyuser/status/1887166175827607926)  2025-02-05T15:47Z 13.6K followers, 51.2K engagements


"$BABA beats on the big three revenue adjusted net income and adjusted EPS Key line on #AI #Cloud Cloud revenue growth reignited to double digits at 13% with AI-related product revenue achieving triple-digit growth for the sixth consecutive quarter. Looking ahead revenue growth at Cloud Intelligence Group driven by AI will continue to accelerate.""  
[X Link](https://x.com/anyuser/status/1892530469327003780)  2025-02-20T11:03Z 13.6K followers, 49.2K engagements


"$BABA three key takeaways on @AlibabaGroup's revenue grow drivers and mix IMO. Impressive Taobao & Tmall revenue grew 9% year-over-year to RMB100790 million (US$13808 million) Alibaba International Digital Commerce Group (AIDC) grew 32% year-over-year to RMB37756 million (US$5173 million) Cloud Intelligence Group revenue +13% YoY to RMB31742 million (US$4349 million)"  
[X Link](https://x.com/anyuser/status/1892532337000259674)  2025-02-20T11:10Z 13.6K followers, [----] engagements


"$BABA buyback has plenty of dry powder per @AlibabaGroup"  
[X Link](https://x.com/anyuser/status/1892532628185641313)  2025-02-20T11:11Z 13.6K followers, 16.3K engagements


"Massive buying $BABA from mainland investors via Southbound Stock Connect in their HK listing which traded HK$44.5B ($5.7B) versus a [--] year average of HK$5.8B ($754mm) http://9988.HK http://9988.HK"  
[X Link](https://x.com/anyuser/status/1892928843024937438)  2025-02-21T13:26Z 13.6K followers, 21.5K engagements


"Another very large net buy of $BABA from mainland investors via Southbound Stock Connect (the trading platform that allows mainland investors to access HK stocks Northbound allows foreign investors access to Shanghai & Shenzhen listed stocks)"  
[X Link](https://x.com/anyuser/status/1894390731923448138)  2025-02-25T14:15Z 13.6K followers, 10.3K engagements


"China's online retail sales YTD. $BABA $JD $PDD"  
[X Link](https://x.com/anyuser/status/1901605813443088577)  2025-03-17T12:05Z 13.6K followers, 15.7K engagements


"$BABA Q1 [----] buyback update"  
[X Link](https://x.com/anyuser/status/1907418773662961813)  2025-04-02T13:04Z 13.6K followers, 28.8K engagements


"$BABA bought [------] ADRs yesterday accounting for 1.5% of the volume"  
[X Link](https://x.com/anyuser/status/1914673032943079598)  2025-04-22T13:29Z 13.6K followers, 19.3K engagements


"$BIDU @Baidu_Inc names new CFO. Ex Kingsoft Cloud CFO strong credentials IMO"  
[X Link](https://x.com/ahern_brendan/status/1940034608269013428)  2025-07-01T13:07Z 13.6K followers, [----] engagements


"$BABA @AlibabaGroup provides a share buyback update. In Q2 the company spent $805mm buying 7mm ADRs. The amount the board approved the company to spend on buybacks remaining is $19.3B by Q2 2025"  
[X Link](https://x.com/anyuser/status/1940374601990844557)  2025-07-02T11:38Z 13.6K followers, 17.5K engagements


"$BABA earnings data is August 29th. The Friday before a three day weekend in the US is an interesting date choice. hmmmm"  
[X Link](https://x.com/anyuser/status/1957412285346898217)  2025-08-18T12:00Z 13.6K followers, 106.5K engagements


"$BABA's net buying by mainland investors via Southbound Stock Connect. The buying is back with today a big net buy. financial results post HK close Friday"  
[X Link](https://x.com/anyuser/status/1960416831426240871)  2025-08-26T18:59Z 13.6K followers, 21.6K engagements


"$BABA saw another strong net buy (again) from mainland investors via Southbound Stock Connect"  
[X Link](https://x.com/anyuser/status/1966166505282015512)  2025-09-11T15:46Z 13.6K followers, 13.7K engagements


"$BABA hits [--] days of net buying from mainland investors via Southbound Stock Connect"  
[X Link](https://x.com/anyuser/status/1972661609299329507)  2025-09-29T13:55Z 13.6K followers, [----] engagements


"$BABA spent $241mm buying 2mm ADRs in Q3 [----]. QoQ ADR share count decreased by 400K. Thank you @AlibabaGroup"  
[X Link](https://x.com/anyuser/status/1973728893699059724)  2025-10-02T12:36Z 13.6K followers, 12K engagements


"$BABA net buy streak from mainland investors via Southbound Stock Connect ended today 11% of BABA's HK listing [----] HK owned by mainland investors since added to Southbound in September 2024"  
[X Link](https://x.com/ahern_brendan/status/1976245443127542170)  2025-10-09T11:16Z 13.7K followers, [----] engagements


"$JD releases positive Singles Day sales data. Not to deep in the weeds but positive nonetheless"  
[X Link](https://x.com/anyuser/status/1988595995350036587)  2025-11-12T13:13Z 13.6K followers, 18.5K engagements


"$JD beat analyst expectations on the big three: revenue adjusted net income and adjusted EPS. Solid revenue growth +14.9% YoY to $42B though bottom take a hit on restaurant delivery/JD Food Delivery efforts. Strong stock buyback of 40.4mm ADRs YTD/$1.5B"  
[X Link](https://x.com/anyuser/status/1988938752325218554)  2025-11-13T11:55Z 13.6K followers, 17.3K engagements


"$BABA HKeX filing updates on Q1 [----] buyback. $4.8B buying back 65mm ADRs 2.6% of shares outstanding From Q1 [----] to Q1 [----] the company has bought 1.057B shares/5.1% of shares outstanding"  
[X Link](https://x.com/ahern_brendan/status/1775141452806295711)  2024-04-02T12:41Z 13.6K followers, 55.4K engagements


"It's official $BABA's dual primary is effective today. Positives: 1) ability to be included in Southbound Stock Connect 2) daily disclosure of buybacks after the market's close"  
[X Link](https://x.com/ahern_brendan/status/1828735817541386505)  2024-08-28T10:06Z 13.6K followers, 33.4K engagements


"Yesterday $BABA according to their HK filing bought 5.690mm shares equivalent to [------] US ADRs which accounted for 6.2% of their ADR's volume. Worth noting Tencent bought 2.68mm of their HK shares today. Meituan bought 4mm of their HK shares today. I suspect many will look back in a year and say "How did we not see the signs""  
[X Link](https://x.com/ahern_brendan/status/1834218926051332524)  2024-09-12T13:14Z 13.6K followers, 16.3K engagements


"$BABA buyback jumps to 14% of ADR's volume yesterday"  
[X Link](https://x.com/ahern_brendan/status/1836064081612271644)  2024-09-17T15:26Z 13.6K followers, 41.3K engagements


"$BABA stepped on the buyback gas pedal last Friday. Spending $59mm to buy [-------] shares = [------] US ADRs = 2.9% of ADR volume"  
[X Link](https://x.com/ahern_brendan/status/1861137982670905711)  2024-11-25T20:00Z 13.6K followers, 60.3K engagements


"$BABA Cloud unit breakout"  
[X Link](https://x.com/ahern_brendan/status/1892570213779939460)  2025-02-20T13:41Z 13.6K followers, [----] engagements


"Another big net buy in $BABA from mainland investors on today's HK dip"  
[X Link](https://x.com/ahern_brendan/status/1894040176214597931)  2025-02-24T15:02Z 13.6K followers, 41K engagements


"$BABA misses on revenue adjusted net income and adjusted EPS but if you exclude two sold busineses revenue +10% YoY. Cloud revenue +26% YoY"  
[X Link](https://x.com/ahern_brendan/status/1961376501271515393)  2025-08-29T10:32Z 13.6K followers, 29.2K engagements


"$BABA's new chip highlighted on China's evening news fuels overnight rally. How its chip stacks up versus $NVDA per Wind"  
[X Link](https://x.com/ahern_brendan/status/1968278042561909214)  2025-09-17T11:37Z 13.6K followers, 40.1K engagements

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