[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.] #  @investingichina The Great Wall Street The Great Wall Street posts on X about $baba, baba, $3690hk, meituan the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1765639869697511424/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +170% ### Mentions: XX [#](/creator/twitter::1765639869697511424/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +1% - X Year XXXXX +161% ### Followers: XXXXX [#](/creator/twitter::1765639869697511424/followers)  - X Week XXXXX -XXXX% - X Month XXXXX +1.80% - X Months XXXXX +20% - X Year XXXXX +113% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1765639869697511424/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [countries](/list/countries) XXXXX% [social networks](/list/social-networks) XXXX% [finance](/list/finance) XXXX% [products](/list/products) XXXX% [travel destinations](/list/travel-destinations) XXXX% [exchanges](/list/exchanges) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$baba](/topic/$baba) #99, [baba](/topic/baba) 26.09%, [$3690hk](/topic/$3690hk) #1, [meituan](/topic/meituan) #22, [china](/topic/china) 15.22%, [$pdd](/topic/$pdd) #19, [$9988hk](/topic/$9988hk) #419, [tencent](/topic/tencent) 10.87%, [$0700hk](/topic/$0700hk) 10.87%, [$jd](/topic/$jd) #52 **Top accounts mentioned or mentioned by** [@catnyanpital](/creator/undefined) [@teslaownerssv](/creator/undefined) [@palaint72](/creator/undefined) [@hedgeyechips](/creator/undefined) [@admiralrisky](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@financialbase8](/creator/undefined) [@boriszr](/creator/undefined) [@hopehope_g_hope](/creator/undefined) **Top assets mentioned** [Alibaba Group (BABA)](/topic/$baba) [MEITU INC (MEIUY)](/topic/meitu-inc) [XPeng Inc. (XPEV)](/topic/xpeng) ### Top Social Posts Top posts by engagements in the last XX hours "Thinking $PDD is just a cheap version of Taobao $BABA is totally misunderstanding the difference in their business models. They are fundamentally different. Lumping them together is lazy thinking. If you understand how their business models work youll understand that AI will impact them very differently" [X Link](https://x.com/investingichina/status/1978084820916838441) 2025-10-14T13:05Z 5221 followers, 6060 engagements "$BABA Even the new Tmall delivery uniforms tell the story: Alibaba is aligning the whole ecosystem thinking beyond local silos tightening the loop between commerce logistics and services. This is a company preparing to play globally again" [X Link](https://x.com/investingichina/status/1988106781554602050) 2025-11-11T04:49Z 5220 followers, 4191 engagements "That's how I want the students in my lecture behave too. Get up applaude and eagerly take notes. No playing with the phone. And I want two tee mugs $BABA $PDD $TCEHY $3690.Hk $1810.HK" [X Link](https://x.com/investingichina/status/1891382053217640571) 2025-02-17T06:59Z 5222 followers, 16.9K engagements "Xiaomi car factory XX% automation rate. $1810.HK" [X Link](https://x.com/investingichina/status/1893259373423526127) 2025-02-22T11:19Z 5224 followers, 2304 engagements "Brazil Court to Didi: No Exclusivity on the Menu (Meituan / Didi Global On Oct XX 2025 the So Paulo Commercial Court ruled that Didis 99Food violated competition law by forcing restaurants into exclusive deals that shut out rivals most notably Meituans Keeta which launches in Brazil on Oct XX. The judge voided those clauses banned retaliation against restaurants listing elsewhere and set a 100000 BRL fine for any repeat offense. Didi had just re-entered Brazils food-delivery market this year after quitting in 2023 vowing a X billion BRLinvestment. Meituan meanwhile is rolling in with a US $1" [X Link](https://x.com/investingichina/status/1981214770197123576) 2025-10-23T04:23Z 5220 followers, 1396 engagements "New free article is out. $BABA is now using Amap as a key entry point to challenge Meituan $3690.HK in instant retail. Amap is an interesting company it beat the then-dominant Baidu Maps $BIDU from a completely losing position. So the question is: how does this company fight and win Especially relevant for whats happening between Alibaba and Meituan right now" [X Link](https://x.com/investingichina/status/1986317969975353535) 2025-11-06T06:21Z 5220 followers, 7586 engagements "Meituans Dianping is feeling the pressure from Amap $BABA and theyre fighting back. This is the playbook. Dianping (Meituan $3690.HK) is committing 3B RMB over X years to rebuild and upgrade local business information infrastructure in China and globally. The core thesis: the real moat is accurate business information not rankings coupons or subsidies. If a chain shows closed but the independent shop on Dianping has correct hours menus photos and reviews accuracy beats popularity. Thats the habit-forming lock-in. Dianping has spent two decades building an AI + human verification system:" [X Link](https://x.com/investingichina/status/1987811621335646233) 2025-11-10T09:16Z 5220 followers, 3297 engagements "New paid article is out Company trading at 1x enterprise value with a XX% dividend payout rate has just restarted share buybacks for the first time in two years after publishing a positive business update" [X Link](https://x.com/investingichina/status/1999045268109754655) 2025-12-11T09:15Z 5220 followers, XXX engagements "I remember the panic when SoftBank sold its $BABA stake. Now the reverse might happen. Here are the percentages of mainland Chinese ownership through the stock connect: #Tencent $700.HK XXXX% #Kuaishou $1024.HK XXXXX% #Meituan $3690.HK XXXXX% # Xiaomi $1810.HK 13.89%" [X Link](https://x.com/investingichina/status/1818188857793474602) 2024-07-30T07:36Z 5221 followers, 4074 engagements "Thanks to $BABA s inclusion in Stock Connect we can now track their share buybacks on a daily basis. $9988.HK" [X Link](https://x.com/investingichina/status/1831141818186309649) 2024-09-04T01:26Z 5222 followers, 16.5K engagements "Chinas NPPA issued a record 1416 gaming licenses in 2024 the highest in X years benefiting companies like Tencent $0700.HK and NetEase $NTES. Recent approvals include Tencents Monster Hunter: Outlanders and NetEases ANANTA" [X Link](https://x.com/investingichina/status/1871905818679107585) 2024-12-25T13:08Z 5222 followers, 1219 engagements "When you see how crazy Chinese girls are about how they look in pictures its pretty much a no-brainer that Meitu Inc. $1357.HK would do well. Positive profit alert with a 50-60% profit increase No surprise thereAI and beauty apps are a winning combo" [X Link](https://x.com/investingichina/status/1888569879651066254) 2025-02-09T12:45Z 5222 followers, 5067 engagements "Just had a walk in Lujiazui if you havent noticed the China bulls are back 🐂 $BABA $JD $PDD $TCEHY $3690.HK $1810.HK $QFIN $KWEB" [X Link](https://x.com/investingichina/status/1893252487966036353) 2025-02-22T10:52Z 5221 followers, 6922 engagements "Thats how powerful instant retail has become: Order a pizza and by the way a new iPhone. It shows up in XX minutes. Its a direct threat to traditional e-commercewhere fast still means next day. $BABA $JD $3690.HK" [X Link](https://x.com/investingichina/status/1970442459479150799) 2025-09-23T10:57Z 5222 followers, 3016 engagements "BABA is plastering ads everywhere in the city pushing AMap () as the new competitor to Meituan Dazhong () and also advertising Taobao Instant Retail () $BABA $JD $3690.HK" [X Link](https://x.com/investingichina/status/1974052067519180926) 2025-10-03T10:01Z 5222 followers, 13.5K engagements "Kuaishous Gaming Retreat: When the Field-Runner Trips (Kuaishou / Tencent / NetEase / miHoYo) Kuaishou once promised to build its own gaming universe four studios hundreds of developers and the dream of a blockbuster MMO. Seven years later it quietly folded most of that ambition. The Beijing studio was shut down in early 2024 after weak internal test results and other teams in Shanghai and Hangzhou have been downsized or merged into content units. The grand self-developed game strategy is now little more than a maintenance crew. ByteDance already went through the same cycle a year earlier. It" [X Link](https://x.com/investingichina/status/1981217801064108419) 2025-10-23T04:35Z 5222 followers, 1623 engagements "Frost & Sullivan predicts that by 2030 robotaxis will make up over XX% of Chinas shared mobility market just five years away. The future of urban transport is arriving fast. $BIDU $DIDIY $PONY $WRD" [X Link](https://x.com/investingichina/status/1983015687825342760) 2025-10-28T03:39Z 5222 followers, 4014 engagements "driver picking up from multiple restaurants in one run. This is economies of scale at work. Dense demand. Route batching. This is what food delivery is all about. $BABA $9988.HK $3690.HK $JD $9618.HK" [X Link](https://x.com/investingichina/status/1987379537731334437) 2025-11-09T04:39Z 5221 followers, 11.2K engagements "Alibabas is slowly phasing out the iconic blue and replacing it with Tmall orange on delivery uniforms. Brand integration happening right now. $BABA $9988.HK" [X Link](https://x.com/investingichina/status/1987433910842892672) 2025-11-09T08:15Z 5222 followers, 2817 engagements "$DIDIY upgrades membership benefits twice in under XX days. Free dispatch waiting waivers upgrades even Hilton and Haidilao perks for top V7/V8 riders. Its not fighting price wars anymore its buying loyalty. The more you ride the deeper you stay. Classic ecosystem lock-in China style" [X Link](https://x.com/investingichina/status/1988446440939762023) 2025-11-12T03:19Z 5222 followers, 2237 engagements "$LKNCY aiming for a full Nasdaq comeback five years after the fraud scandal and delisting Luckin Coffee has pulled off one of the cleanest turnarounds in Chinas consumer space" [X Link](https://x.com/investingichina/status/1988804279566782826) 2025-11-13T03:01Z 5223 followers, 1398 engagements "If your research on Tencent $700.HK $DIDIY is downloading the global version of WeChat Didi or . clicking around for five minutes and concluding not impressive you havent done the work. Youre judging a mainland super-app by the stripped-down export version built for regulators tourists and overseas afterthought use cases. In mainland China these apps are different products: far more functions deeper integration with payments mini-apps mobility local services social graph and commerce. The English/international builds are neutered shells. Dont let that fool you into thinking youve done product" [X Link](https://x.com/investingichina/status/1990208184850747618) 2025-11-16T23:59Z 5222 followers, 4758 engagements "New paid article is out. I break down $PDD s Q3 earnings and what stood out to me. More importantly I finally address a long-term risk Ive been overlooking for far too long one that changes how I think about Pinduoduo going forward" [X Link](https://x.com/investingichina/status/1991421913093271817) 2025-11-20T08:22Z 5221 followers, 3127 engagements "Breaking: A new virus is spreading in Chinese e-commerce C-suites. $BABA has now also started using the phrase earnings will fluctuate. Strange how the same words send $PDD investors into full cardiac arrest yet when Alibaba says it everyone turns into a zen monk. Interesting. Im just waiting for $TCEHY to join the fun. Earnings will fluctuate. Next quarter maybe" [X Link](https://x.com/investingichina/status/1993494110737698955) 2025-11-26T01:36Z 5221 followers, 5586 engagements "When ByteDance went down after Meituan $HK.3690 Meituan's stock cratered below HK$65 even though earnings barely moved. Fast forward: $BABA attacks earnings are a dumpster fire yet the stock still trades above HK$100. So was the ByteDance panic an overreactionor the Alibaba aftermath an underreaction You judge" [X Link](https://x.com/investingichina/status/1994344492917559433) 2025-11-28T09:55Z 5222 followers, 5358 engagements "As a rule of thumb: if a company keeps telling you it has a moat or consumer mindshare it doesnt. If it really has it it never needs to say it. Exhibit A: Tencent never talks about its moat or mindshare and absolutely owns both. $JD on the other hand has been chanting consumer mindshare for years without actually having it. Which brings us to Meituan the fact they now repeat consumer mindshare every other sentence on the call tells you exactly how hard $BABA is chewing into it" [X Link](https://x.com/investingichina/status/1994628667172163785) 2025-11-29T04:45Z 5222 followers, 16.1K engagements "$DIDIY Q3 2025 earnings are out. Theyre worse than I feared. The China business still looks okay but the parts that already worried me turned out even worse than I initially thought" [X Link](https://x.com/investingichina/status/1994706941634121882) 2025-11-29T09:56Z 5222 followers, 2083 engagements "New article out. I explain the simple strategy I used this year to boost my China portfolio returns" [X Link](https://x.com/investingichina/status/1998313488624853449) 2025-12-09T08:47Z 5223 followers, 1290 engagements "In my last $DIDIY article on the other platform I warned about thisnow its already happening to the rest of the industry: Amap (partners with $XPEV for Robotaxi aggregation platform launching 2025. As a neutral aggregator vs vertical players like $BIDU and DiDi Amap could become the Android of autonomous driving backed by $BABA ecosystem for delivery/local services integration. China Robotaxi economics approaching breakeven: vehicle costs dropped XX% to $28k monthly revenue $2.8k vs $2.2k opex = XX% loss rate. Goldman sees 500k vehicles by 2030 $47B market by 2035. But need 500+ fleet 5k" [X Link](https://x.com/investingichina/status/1987808390693916802) 2025-11-10T09:03Z 5221 followers, 14.4K engagements "$Huya just announced Goose Goose Duck mobile will enter open beta in Chinese mainland on Jan X 2026 🎮 Co-published with Kingsoft Shiyou the title already has 10M+ pre-registrations. A big step in Huyas game publishing push powered by its streamer and content ecosystem" [X Link](https://x.com/investingichina/status/1998179905738281335) 2025-12-08T23:56Z 5221 followers, XXX engagements "Been saying for years the German car industry was heading for big trouble. Even without our useless politicians it would be a problem theyre just happily pouring gasoline on the fire" [X Link](https://x.com/investingichina/status/1999309086614258136) 2025-12-12T02:43Z 5220 followers, XXX 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.]
@investingichina The Great Wall Street
The Great Wall Street posts on X about $baba, baba, $3690hk, meituan the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +170%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +1%
- X Year XXXXX +161%
Followers: XXXXX #
- X Week XXXXX -XXXX%
- X Month XXXXX +1.80%
- X Months XXXXX +20%
- X Year XXXXX +113%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% technology brands XXXXX% countries XXXXX% social networks XXXX% finance XXXX% products XXXX% travel destinations XXXX% exchanges XXXX% automotive brands XXXX%
Social topic influence $baba #99, baba 26.09%, $3690hk #1, meituan #22, china 15.22%, $pdd #19, $9988hk #419, tencent 10.87%, $0700hk 10.87%, $jd #52
Top accounts mentioned or mentioned by @catnyanpital @teslaownerssv @palaint72 @hedgeyechips @admiralrisky @joinyellowbrick @financialbase8 @boriszr @hopehope_g_hope
Top assets mentioned Alibaba Group (BABA) MEITU INC (MEIUY) XPeng Inc. (XPEV)
Top Social Posts
Top posts by engagements in the last XX hours
"Thinking $PDD is just a cheap version of Taobao $BABA is totally misunderstanding the difference in their business models. They are fundamentally different. Lumping them together is lazy thinking. If you understand how their business models work youll understand that AI will impact them very differently"
X Link 2025-10-14T13:05Z 5221 followers, 6060 engagements
"$BABA Even the new Tmall delivery uniforms tell the story: Alibaba is aligning the whole ecosystem thinking beyond local silos tightening the loop between commerce logistics and services. This is a company preparing to play globally again"
X Link 2025-11-11T04:49Z 5220 followers, 4191 engagements
"That's how I want the students in my lecture behave too. Get up applaude and eagerly take notes. No playing with the phone. And I want two tee mugs $BABA $PDD $TCEHY $3690.Hk $1810.HK"
X Link 2025-02-17T06:59Z 5222 followers, 16.9K engagements
"Xiaomi car factory XX% automation rate. $1810.HK"
X Link 2025-02-22T11:19Z 5224 followers, 2304 engagements
"Brazil Court to Didi: No Exclusivity on the Menu (Meituan / Didi Global On Oct XX 2025 the So Paulo Commercial Court ruled that Didis 99Food violated competition law by forcing restaurants into exclusive deals that shut out rivals most notably Meituans Keeta which launches in Brazil on Oct XX. The judge voided those clauses banned retaliation against restaurants listing elsewhere and set a 100000 BRL fine for any repeat offense. Didi had just re-entered Brazils food-delivery market this year after quitting in 2023 vowing a X billion BRLinvestment. Meituan meanwhile is rolling in with a US $1"
X Link 2025-10-23T04:23Z 5220 followers, 1396 engagements
"New free article is out. $BABA is now using Amap as a key entry point to challenge Meituan $3690.HK in instant retail. Amap is an interesting company it beat the then-dominant Baidu Maps $BIDU from a completely losing position. So the question is: how does this company fight and win Especially relevant for whats happening between Alibaba and Meituan right now"
X Link 2025-11-06T06:21Z 5220 followers, 7586 engagements
"Meituans Dianping is feeling the pressure from Amap $BABA and theyre fighting back. This is the playbook. Dianping (Meituan $3690.HK) is committing 3B RMB over X years to rebuild and upgrade local business information infrastructure in China and globally. The core thesis: the real moat is accurate business information not rankings coupons or subsidies. If a chain shows closed but the independent shop on Dianping has correct hours menus photos and reviews accuracy beats popularity. Thats the habit-forming lock-in. Dianping has spent two decades building an AI + human verification system:"
X Link 2025-11-10T09:16Z 5220 followers, 3297 engagements
"New paid article is out Company trading at 1x enterprise value with a XX% dividend payout rate has just restarted share buybacks for the first time in two years after publishing a positive business update"
X Link 2025-12-11T09:15Z 5220 followers, XXX engagements
"I remember the panic when SoftBank sold its $BABA stake. Now the reverse might happen. Here are the percentages of mainland Chinese ownership through the stock connect: #Tencent $700.HK XXXX% #Kuaishou $1024.HK XXXXX% #Meituan $3690.HK XXXXX% # Xiaomi $1810.HK 13.89%"
X Link 2024-07-30T07:36Z 5221 followers, 4074 engagements
"Thanks to $BABA s inclusion in Stock Connect we can now track their share buybacks on a daily basis. $9988.HK"
X Link 2024-09-04T01:26Z 5222 followers, 16.5K engagements
"Chinas NPPA issued a record 1416 gaming licenses in 2024 the highest in X years benefiting companies like Tencent $0700.HK and NetEase $NTES. Recent approvals include Tencents Monster Hunter: Outlanders and NetEases ANANTA"
X Link 2024-12-25T13:08Z 5222 followers, 1219 engagements
"When you see how crazy Chinese girls are about how they look in pictures its pretty much a no-brainer that Meitu Inc. $1357.HK would do well. Positive profit alert with a 50-60% profit increase No surprise thereAI and beauty apps are a winning combo"
X Link 2025-02-09T12:45Z 5222 followers, 5067 engagements
"Just had a walk in Lujiazui if you havent noticed the China bulls are back 🐂 $BABA $JD $PDD $TCEHY $3690.HK $1810.HK $QFIN $KWEB"
X Link 2025-02-22T10:52Z 5221 followers, 6922 engagements
"Thats how powerful instant retail has become: Order a pizza and by the way a new iPhone. It shows up in XX minutes. Its a direct threat to traditional e-commercewhere fast still means next day. $BABA $JD $3690.HK"
X Link 2025-09-23T10:57Z 5222 followers, 3016 engagements
"BABA is plastering ads everywhere in the city pushing AMap () as the new competitor to Meituan Dazhong () and also advertising Taobao Instant Retail () $BABA $JD $3690.HK"
X Link 2025-10-03T10:01Z 5222 followers, 13.5K engagements
"Kuaishous Gaming Retreat: When the Field-Runner Trips (Kuaishou / Tencent / NetEase / miHoYo) Kuaishou once promised to build its own gaming universe four studios hundreds of developers and the dream of a blockbuster MMO. Seven years later it quietly folded most of that ambition. The Beijing studio was shut down in early 2024 after weak internal test results and other teams in Shanghai and Hangzhou have been downsized or merged into content units. The grand self-developed game strategy is now little more than a maintenance crew. ByteDance already went through the same cycle a year earlier. It"
X Link 2025-10-23T04:35Z 5222 followers, 1623 engagements
"Frost & Sullivan predicts that by 2030 robotaxis will make up over XX% of Chinas shared mobility market just five years away. The future of urban transport is arriving fast. $BIDU $DIDIY $PONY $WRD"
X Link 2025-10-28T03:39Z 5222 followers, 4014 engagements
"driver picking up from multiple restaurants in one run. This is economies of scale at work. Dense demand. Route batching. This is what food delivery is all about. $BABA $9988.HK $3690.HK $JD $9618.HK"
X Link 2025-11-09T04:39Z 5221 followers, 11.2K engagements
"Alibabas is slowly phasing out the iconic blue and replacing it with Tmall orange on delivery uniforms. Brand integration happening right now. $BABA $9988.HK"
X Link 2025-11-09T08:15Z 5222 followers, 2817 engagements
"$DIDIY upgrades membership benefits twice in under XX days. Free dispatch waiting waivers upgrades even Hilton and Haidilao perks for top V7/V8 riders. Its not fighting price wars anymore its buying loyalty. The more you ride the deeper you stay. Classic ecosystem lock-in China style"
X Link 2025-11-12T03:19Z 5222 followers, 2237 engagements
"$LKNCY aiming for a full Nasdaq comeback five years after the fraud scandal and delisting Luckin Coffee has pulled off one of the cleanest turnarounds in Chinas consumer space"
X Link 2025-11-13T03:01Z 5223 followers, 1398 engagements
"If your research on Tencent $700.HK $DIDIY is downloading the global version of WeChat Didi or . clicking around for five minutes and concluding not impressive you havent done the work. Youre judging a mainland super-app by the stripped-down export version built for regulators tourists and overseas afterthought use cases. In mainland China these apps are different products: far more functions deeper integration with payments mini-apps mobility local services social graph and commerce. The English/international builds are neutered shells. Dont let that fool you into thinking youve done product"
X Link 2025-11-16T23:59Z 5222 followers, 4758 engagements
"New paid article is out. I break down $PDD s Q3 earnings and what stood out to me. More importantly I finally address a long-term risk Ive been overlooking for far too long one that changes how I think about Pinduoduo going forward"
X Link 2025-11-20T08:22Z 5221 followers, 3127 engagements
"Breaking: A new virus is spreading in Chinese e-commerce C-suites. $BABA has now also started using the phrase earnings will fluctuate. Strange how the same words send $PDD investors into full cardiac arrest yet when Alibaba says it everyone turns into a zen monk. Interesting. Im just waiting for $TCEHY to join the fun. Earnings will fluctuate. Next quarter maybe"
X Link 2025-11-26T01:36Z 5221 followers, 5586 engagements
"When ByteDance went down after Meituan $HK.3690 Meituan's stock cratered below HK$65 even though earnings barely moved. Fast forward: $BABA attacks earnings are a dumpster fire yet the stock still trades above HK$100. So was the ByteDance panic an overreactionor the Alibaba aftermath an underreaction You judge"
X Link 2025-11-28T09:55Z 5222 followers, 5358 engagements
"As a rule of thumb: if a company keeps telling you it has a moat or consumer mindshare it doesnt. If it really has it it never needs to say it. Exhibit A: Tencent never talks about its moat or mindshare and absolutely owns both. $JD on the other hand has been chanting consumer mindshare for years without actually having it. Which brings us to Meituan the fact they now repeat consumer mindshare every other sentence on the call tells you exactly how hard $BABA is chewing into it"
X Link 2025-11-29T04:45Z 5222 followers, 16.1K engagements
"$DIDIY Q3 2025 earnings are out. Theyre worse than I feared. The China business still looks okay but the parts that already worried me turned out even worse than I initially thought"
X Link 2025-11-29T09:56Z 5222 followers, 2083 engagements
"New article out. I explain the simple strategy I used this year to boost my China portfolio returns"
X Link 2025-12-09T08:47Z 5223 followers, 1290 engagements
"In my last $DIDIY article on the other platform I warned about thisnow its already happening to the rest of the industry: Amap (partners with $XPEV for Robotaxi aggregation platform launching 2025. As a neutral aggregator vs vertical players like $BIDU and DiDi Amap could become the Android of autonomous driving backed by $BABA ecosystem for delivery/local services integration. China Robotaxi economics approaching breakeven: vehicle costs dropped XX% to $28k monthly revenue $2.8k vs $2.2k opex = XX% loss rate. Goldman sees 500k vehicles by 2030 $47B market by 2035. But need 500+ fleet 5k"
X Link 2025-11-10T09:03Z 5221 followers, 14.4K engagements
"$Huya just announced Goose Goose Duck mobile will enter open beta in Chinese mainland on Jan X 2026 🎮 Co-published with Kingsoft Shiyou the title already has 10M+ pre-registrations. A big step in Huyas game publishing push powered by its streamer and content ecosystem"
X Link 2025-12-08T23:56Z 5221 followers, XXX engagements
"Been saying for years the German car industry was heading for big trouble. Even without our useless politicians it would be a problem theyre just happily pouring gasoline on the fire"
X Link 2025-12-12T02:43Z 5220 followers, XXX engagements