# ![@julius5207 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1916563169641725952.png) @julius5207 Julius Sommer

Julius Sommer posts on X about $baba, baba, $evo, $pdd the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1916563169641725952/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1916563169641725952/c:line/m:interactions.svg)

- [--] Week [-----] +154%
- [--] Month [------] +6.30%
- [--] Months [-------] -41%

### Mentions: [--] [#](/creator/twitter::1916563169641725952/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1916563169641725952/c:line/m:posts_active.svg)

- [--] Week [--] -16%
- [--] Month [--] +4.60%
- [--] Months [---] -31%

### Followers: [-----] [#](/creator/twitter::1916563169641725952/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1916563169641725952/c:line/m:followers.svg)

- [--] Week [-----] -0.17%
- [--] Month [-----] -0.17%
- [--] Months [-----] +38%

### CreatorRank: [---------] [#](/creator/twitter::1916563169641725952/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1916563169641725952/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  78.85% [finance](/list/finance)  48.08% [countries](/list/countries)  10.58% [technology brands](/list/technology-brands)  9.62% [cryptocurrencies](/list/cryptocurrencies)  8.65% [currencies](/list/currencies)  3.85% [automotive brands](/list/automotive-brands)  2.88% [social networks](/list/social-networks)  1.92% [financial services](/list/financial-services)  0.96% [travel destinations](/list/travel-destinations)  0.96%

**Social topic influence**
[$baba](/topic/$baba) #93, [baba](/topic/baba) 44.23%, [$evo](/topic/$evo) 21.15%, [$pdd](/topic/$pdd) #19, [evo](/topic/evo) 19.23%, [$bidu](/topic/$bidu) #18, [stocks](/topic/stocks) #2003, [market](/topic/market) 15.38%, [$evvty](/topic/$evvty) 12.5%, [$jd](/topic/$jd) 11.54%

**Top accounts mentioned or mentioned by**
[@barkmeta](/creator/undefined) [@m1nvest](/creator/undefined) [@palsouresh](/creator/undefined) [@barbellfi](/creator/undefined) [@boringbiz](/creator/undefined) [@briantycangco](/creator/undefined) [@nataninvesting](/creator/undefined) [@compoundingirl](/creator/undefined) [@equitybrian](/creator/undefined) [@ajbutton2](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@investwithwes1](/creator/undefined) [@marketplunger1](/creator/undefined) [@sjosephburns](/creator/undefined) [@markminervini](/creator/undefined) [@1coastaljournal](/creator/undefined) [@khan_khubilai](/creator/undefined) [@ronaldo7trades](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Evotec SE (EVO)](/topic/$evo) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [ELYSIA (EL)](/topic/$el) [Kanzhun Ltd (BZ)](/topic/$bz) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [XPENG INC. (XPEV)](/topic/xpeng) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitcoin (BTC)](/topic/$btc) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$PDD second quarter adjusted earnings came in at $3.08 a share beating expectations $2.16 a share. 17% of my net worth is invested in $PDD. I do not even think about thinking about selling"  
[X Link](https://x.com/anyuser/status/1959949618021564787)  2025-08-25T12:02Z [----] followers, [----] engagements


"Price is narrative. When price goes up the media creates the narrative to pump the price higher have seen this so many times. For $BABA that's the new narrative. Music to my ears"  
[X Link](https://x.com/anyuser/status/1961568881211851130)  2025-08-29T23:17Z [----] followers, [----] engagements


"Against an overall bearish backdrop $BABA exhibited significant relative strength posting a 2.7% daily gain. The move was confirmed by heavy institutional interest with daily volume exploding to 3x the average. Seems like Wall Street starts liking chinese tech stocks"  
[X Link](https://x.com/anyuser/status/1962971977247031737)  2025-09-02T20:12Z [----] followers, [---] engagements


"🗓OCTOBER [----] PORTFOLIO UPDATE MY PORTFOLIO YTD: +56%🟢 S&P500 YTD: +15%🟢 MSCI WORLD YTD: +18%🟢 💹My positions: $BABA $PDD $BZ $XPENG $BIDU $CPNG $GRAB $KUAISHOU ALLOCATION BY COUNTRY / ASSET CLASS: China: 81% S.Korea: 3% 💵EURO: 9% SE Asia: 7% Follow me: @julius5207 - - - - - - - - - - - - - - - - - - - **     . '   and all the     https://twitter.com/i/web/status/1974438268360880236 https://twitter.com/i/web/status/1974438268360880236"  
[X Link](https://x.com/anyuser/status/1974438268360880236)  2025-10-04T11:35Z [----] followers, [----] engagements


"One of the Most Undervalued Stocks in the Market $JD is one of the most undervalued stocks in the entire market. Were talking about a high-quality compounding growth stock with a dividend yield of 3.5% and an anually share buyback percentage of 5% and todays earnings call only reinforces this view. The market is completely mispricing this company: P/E of [--] P/S of [---] P/B of [---] EV/EBITDA of [--] is being priced as if it will go bankrupt in five years yet it has been growing faster than Walmart or Costcoboth of which trade at 5x higher valuationsfor several quarters now. Even if the stock were to"  
[X Link](https://x.com/anyuser/status/1922274506501988651)  2025-05-13T12:55Z [----] followers, [----] engagements


"Dumping $PDD after one bad quarter Then you never believed in the investment. If short-term earnings swings make you sell your risk tolerance might not align with single stocks. Save yourself the stress stick to index funds. $SPY"  
[X Link](https://x.com/anyuser/status/1927756772657234385)  2025-05-28T16:00Z [----] followers, [----] engagements


"$PDD catching fire"  
[X Link](https://x.com/julius5207/status/1958811092051698168)  2025-08-22T08:38Z [----] followers, [----] engagements


"All eyes on $BABA and $BIDU now. My two biggest positions. Meanwhile my third biggest position $GDS does not get any attention at all. Despite the chart is looking like it's about to pop. Good"  
[X Link](https://x.com/julius5207/status/2014439674245259442)  2026-01-22T20:46Z [----] followers, [---] engagements


"Let your winners run. $BABA $BIDU $GDS"  
[X Link](https://x.com/julius5207/status/2014675622274928862)  2026-01-23T12:24Z [----] followers, [---] engagements


"Went long $BAK today @ [----] USD. Total portfolio allocation 5%. If this position moves in my direction I will double my allocation up to 10% total allocation. My next buy zone will be If $BAK starts consolidating around the white line"  
[X Link](https://x.com/julius5207/status/2016187476017033334)  2026-01-27T16:32Z [----] followers, [----] engagements


"Sure $BAK represents a high-beta cyclical call on two key macro pivots: a peak in the $DXY and a cyclical recovery in Chinese industrial demand. Its unique sensitivity to these drivers combined with an improving industry supply picture and resolving company-specific liabilities creates a asymmetric opportunity for significant earnings and multiple expansion over the next 18-24 months. https://twitter.com/i/web/status/2016447789249540380 https://twitter.com/i/web/status/2016447789249540380"  
[X Link](https://x.com/julius5207/status/2016447789249540380)  2026-01-28T09:46Z [----] followers, [---] engagements


"Got stopped out and exited my $EL position completely at market open and realized a loss of 0.2% If I would not have had a stop loss I would be down huge on $EL by now. Stop loss very important tool to manage risk and limit downside"  
[X Link](https://x.com/julius5207/status/2019428572180721747)  2026-02-05T15:11Z [----] followers, [---] engagements


"Sold all of my $FUTU @ 150$ and realized a 18% percent loss on this position. This money will probably flow into $BIDU or $GDS"  
[X Link](https://x.com/julius5207/status/2019454006192460132)  2026-02-05T16:52Z [----] followers, [---] engagements


"@barkmeta $BABA $BIDU $GDS $KWEB"  
[X Link](https://x.com/julius5207/status/2019456934038884650)  2026-02-05T17:03Z [----] followers, [---] engagements


"My thesis for doubling my $BAK position is contingent on a specific price action sequence: A decisive breakout above key resistance (white line) followed by a pullback. This pullback must consolidate on noticeably declining volume indicating a lack of selling pressure. Upon confirmation of this pattern I will execute the trade bringing my total allocation to over 10% of my net worth. Currently I am up around 8% on this position which is nothing as this name is very volatile. https://twitter.com/i/web/status/2021337861719543826 https://twitter.com/i/web/status/2021337861719543826"  
[X Link](https://x.com/julius5207/status/2021337861719543826)  2026-02-10T21:37Z [----] followers, [---] engagements


"China stocks not declining on this should give you a hint. $BABA $KWEB $BIDU $GDS PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY"  
[X Link](https://x.com/julius5207/status/2022350470082367855)  2026-02-13T16:41Z [----] followers, [---] engagements


"Earnings don't move markets it's liquidity that moves the market. China is running the most expansive monetary policy in decades meanwhile the FED is starting to ease as well. The global stock market is about to go crazy guys and China Tech will be the protagonist"  
[X Link](https://x.com/julius5207/status/1970928513923551345)  2025-09-24T19:09Z [----] followers, [---] engagements


"These fundamentals are simply face melting and the same goes for the growth perspective. Thinking about allocating 10% of my net worth into Hacksaw $HACK and just let it ride. It's in the same niche as $EVO just smaller and better. Greetings to @M1nvest ✌"  
[X Link](https://x.com/julius5207/status/1974134862585184663)  2025-10-03T15:30Z [----] followers, [----] engagements


"Sold my $BZ position completely at a 10% loss. Reduced 50% of my $PDD position and took a 7% loss on this tranche. I learned that a 7% loss could be recouped quickly but a 50% loss requires a 100% gain just to get back to even and that could take years"  
[X Link](https://x.com/julius5207/status/1991142341877321768)  2025-11-19T13:51Z [----] followers, [---] engagements


"BOUGHT $EL @ [------] USD PORTFOLIO ALLOCATION 6% This is a great turnaround situation with a great risk reward. Lots of breakout traders and trend follwers got trapped out several times on this name. I got stopped out once. This is my second shot"  
[X Link](https://x.com/julius5207/status/2008978197380256118)  2026-01-07T19:05Z [----] followers, [---] engagements


"At around [---] SEK $EVO should become an excellent long-term compounding investment one that even I cannot ignore despite my trading strategy being different. At these valuations the free cash flow yield stands at around 13% even if free cash flow were to decline by 10% annually over the next two years you should do fine and this scenario is highly unlikely given that online gambling remains a growth industry where $EVO holds a significant market share. Management has already demonstrated its commitment to returning cash flows to shareholders through buybacks or dividends. With analysts"  
[X Link](https://x.com/julius5207/status/2010003613607747623)  2026-01-10T14:59Z [----] followers, [----] engagements


"Don't try to rush into this pump we are not out of the woods yet. But yeah things look very very good. $BABA $BIDU $FUTU $GDS"  
[X Link](https://x.com/julius5207/status/2010803667474268484)  2026-01-12T19:58Z [----] followers, [---] engagements


"If we move sideways on declining volume for the next couple of days I go all in $BIDU $FUTU and $GDS. Setup is there narrative is there liquidity is there"  
[X Link](https://x.com/julius5207/status/2010809464383783033)  2026-01-12T20:21Z [----] followers, [---] engagements


"Most of my money is invested in just three Chinese stocks: 35% in Alibaba $BABA 18% in Baidu $BIDU 14% in GDS Holdings $GDS That means about two-thirds of my net worth is focused on these companies"  
[X Link](https://x.com/julius5207/status/2014049315371524518)  2026-01-21T18:55Z [----] followers, [---] engagements


"Many oil-related stocks are exhibiting strong technical setups and are clearly in demand despite oil remaining in a multi-year downtrend and still trading below its 30-week moving average. Ill likely initiate a small speculative positionjust 23% of portfolio exposureto test how it plays out. And no it wont be $XOM or $CVX. Those names are my signal not my bet. https://twitter.com/i/web/status/2014433298890531214 https://twitter.com/i/web/status/2014433298890531214"  
[X Link](https://x.com/julius5207/status/2014433298890531214)  2026-01-22T20:21Z [----] followers, [---] engagements


"A stock can represent great value and still stagnate for years tying up valuable capital. Therefore an essential question that needs to be asked is: What is going to make the stock go up $EVO $EVVTY $HACK"  
[X Link](https://x.com/julius5207/status/2015384049787814368)  2026-01-25T11:19Z [----] followers, [----] engagements


"@PalSouresh $PBR is allright but I think there are better opportunites If you want oil exposure. Even though I would consider $PBR as well it's a very difficult company to have a position in. Know what you own"  
[X Link](https://x.com/julius5207/status/2016445870267400464)  2026-01-28T09:38Z [----] followers, [--] engagements


"Sorry $PYPL Bulls A Reality Check for $PYPL Bulls It's crucial to understand that attractive financial metrics alone are not a catalyst for stock price appreciation. A high free cash flow yield does not guarantee a rising stock price. A high dividend yield does not guarantee a rising stock A Reality Check for $PYPL Bulls It's crucial to understand that attractive financial metrics alone are not a catalyst for stock price appreciation. A high free cash flow yield does not guarantee a rising stock price. A high dividend yield does not guarantee a rising stock"  
[X Link](https://x.com/julius5207/status/2018825072769712213)  2026-02-03T23:12Z [----] followers, [---] engagements


"🗓MAY [----] PORTFOLIO UPDATE🗓 MY PORTFOLIO YTD: +73%🟢 S&P500 YTD: -5.3%🔴 MSCI WORLD YTD: +104%🟢 💹My positions: $GOLD $PDD $BABA $EVO $JD $BIDU $IAG ALLOCATION BY COUNTRY / ASSET CLASS: China: 46% 🟡GOLD: 41% GB: 4% Sweden: 9% Follow me: @julius5207 - - - - - - - - - - - - - - - - - - - **     . '   and all the"  
[X Link](https://x.com/anyuser/status/1919727507260968965)  2025-05-06T12:14Z [----] followers, 14.9K engagements


"7/ Forced Selling = Golden Opportunity 🚨 Capital Group (15% holder) must dump shares due to ESG regulationsflooding the market with supply. Retail panics but this is NOT fundamental weakness. Market cant absorb volume artificial price drop. Uninformed investors flee fire sale for smart money. Fact: Forced selling = best time to buy"  
[X Link](https://x.com/anyuser/status/1920644277241086276)  2025-05-09T00:57Z [----] followers, 36.5K engagements


"@BarbellFi But what If the average Inflation goes above 5% for [--] decades. Negative real return"  
[X Link](https://x.com/anyuser/status/1924449864936497408)  2025-05-19T12:59Z [----] followers, [----] engagements


"Today is Evolution AB's $EVO dividend payment date with a distribution of [----] per share. This translates to an annual dividend yield of 4.6%. Enjoy your sin stock yield"  
[X Link](https://x.com/anyuser/status/1924794843181555809)  2025-05-20T11:50Z [----] followers, [----] engagements


"Trading $BABA stock is simple: Buy $BABA stock when Jack Ma is in sell $BABA stock when he's out. He's back since May [----] so I'm long. $BABA is 20% of my portfolio"  
[X Link](https://x.com/anyuser/status/1926390146053574750)  2025-05-24T21:29Z [----] followers, [----] engagements


"What goes through my mind while having 50% of my net worth invested in Chinese tech ADRs. $BABA $PDD $JD $BIDU"  
[X Link](https://x.com/anyuser/status/1926614073669452274)  2025-05-25T12:19Z [----] followers, [----] engagements


"Evolutions $EVO $EVVTY Growth Story: Strong Fundamentals Strategic Expansion Despite short term market swings Evolutions $EVO long-term track record speaks volumes: The growth trajectory is powered by high-profile partnerships (FanDuel bet365) and global studio expansions. The new Caesars deal in Atlantic City reinforces their leadership in live gaming. Evolution remains the backbone of online casino innovation a global leader with staying power. This wont change anytime soon. 10% of my portfolio is in $EVO. And Ill keep buying while this high quality company is still undervalued"  
[X Link](https://x.com/anyuser/status/1926689258774925412)  2025-05-25T17:18Z [----] followers, [----] engagements


"$EVO continues to buy back shares at these undervalued prices a highly efficient way of returning capital to shareholders. I appreciate that management recognizes $EVVTY is in the third phase of the business lifecycle where revenue growth is naturally slowing. Instead of recklessly chasing growth by overspending on expansion and misallocating capital a mistake that has led many businesses to fail. They are making disciplined shareholder-friendly decisions"  
[X Link](https://x.com/anyuser/status/1926943239476502684)  2025-05-26T10:07Z [----] followers, 11.5K engagements


"Let me walk you through my interpretation of where $BABA $JD $BIDU $PDD currently stand in the market cycle based on observable signals such as price action news sentiment and broader investor psychology. Admittedly this is speculative but I find such exercises intellectually stimulating and perhaps youll enjoy reading it as much as I enjoy theorizing. Who knows there might even be some truth to my musings. Markets are as much about narratives as they are about numbers and sometimes stepping back to assess the prevailing mood can reveal opportunities obscured by short-term noise. I believe"  
[X Link](https://x.com/anyuser/status/1927859781781295110)  2025-05-28T22:49Z [----] followers, [----] engagements


"The real risk in financial markets is not buying stocks that the market recognizes as risky like $BABA $PDD $JD $BIDU and therefore prices accordingly often even mispricing them due to perceived risk. Instead the true danger lies in buying stocks the market is overly confident about like $SPY $QQQ $AAPL $MSFT $GOOGL $NVDA believing them to be safe only for them to later reveal hidden risks"  
[X Link](https://x.com/anyuser/status/1928045599196082289)  2025-05-29T11:07Z [----] followers, [----] engagements


"Recent Weakness in Chinese Stocks & Strategic Entry Points In recent weeks Chinese equities $BABA $PDD $JD $BIDU have experienced significant declines. This can largely be attributed to a broader market pullback and short-term concerns over weakening fundamentals as well as the ever-shifting rhetoric of my friend Donald Trump who changes his mind more often than I change my underwear. One stock worth watching closely is $BABA as it serves as a classic proxy for Chinese tech stocks. In other words when Alibaba falls names like Pinduoduo and Baidu tend to follow despite the fact that and Baidu"  
[X Link](https://x.com/anyuser/status/1928799760787411249)  2025-05-31T13:04Z [----] followers, [----] engagements


"@BoringBiz_ If you didnt even have a bookshelf you probably outperformed"  
[X Link](https://x.com/julius5207/status/1929193556243091715)  2025-06-01T15:09Z [----] followers, [----] engagements


"Evolutions $EVO $EVVTY Share Buyback Activity (May 2630): A Potential Price Support Mechanism Between May [--] and May [--] Evolution repurchased a total of [------] shares. While this figure may appear substantial at first glance it raises the question of whether the company aimed to defend the share price at around [---] SEK (or 60) and counteract selling pressure from major stakeholders like Capital Group. During the same period approximately [--] million Evolution shares changed hands on Nasdaq Stockholm (OMXSTO) meaning the companys buybacks accounted for nearly 7% of total trading volume. This"  
[X Link](https://x.com/anyuser/status/1929513593902374939)  2025-06-02T12:21Z [----] followers, [----] engagements


"Evolution $EVO $EVVTY with these fundamentals and at this valuation is literally a wet dream coming true the perfect pitch for any private equity analyst. Even at around a 50% premium to the actual price"  
[X Link](https://x.com/anyuser/status/1929540389297365050)  2025-06-02T14:07Z [----] followers, [----] engagements


"$BABA is deeply integrated into the economic value chain of China the worlds largest economy. $BABA is a $1 trillion company. Currently $BABA market cap stands at $300 billion"  
[X Link](https://x.com/anyuser/status/1930012977425469516)  2025-06-03T21:25Z [----] followers, 13.3K engagements


"I've analyzed many successful businesses and it's remarkable when a company achieves a cash conversion rate in the 70s. However Evolution AB $EVO $EVVTY boasts an exceptional cash conversion rate of 87% something Ive rarely if ever seen before. And all this at a P/E of just [--] Incredible https://twitter.com/i/web/status/1930970326885613805 https://twitter.com/i/web/status/1930970326885613805"  
[X Link](https://x.com/anyuser/status/1930970326885613805)  2025-06-06T12:49Z [----] followers, 22.3K engagements


"It is better to own the casino than to play in it. $EVO"  
[X Link](https://x.com/anyuser/status/1932211556592370128)  2025-06-09T23:01Z [----] followers, [----] engagements


"Added Alibaba $BABA ADRs today at $120 per share increasing my total position by 5%. Could the price drop a bit more Possibly but I believe this is an excellent opportunity so Im taking it. The potential upside is significant whereas the downside is minimal. NFA"  
[X Link](https://x.com/anyuser/status/1932468106531832075)  2025-06-10T16:01Z [----] followers, [----] engagements


"$EVO = Superior"  
[X Link](https://x.com/anyuser/status/1933106429185134869)  2025-06-12T10:17Z [----] followers, [----] engagements


"What people dislike most is uncertainty and volatility thats why no one wants to buy Chinese stocks. It just doesnt feel right. Because of that theyre trading at fire-sale prices. Im happy to step in and buy. Thanks for selling guys. $BABA $PDD $JD $BIDU"  
[X Link](https://x.com/julius5207/status/1933615532034449415)  2025-06-13T20:00Z [----] followers, [----] engagements


"As I told you in my $EVO $EVVTY Thread. Insiders are buying and you should too 🚨RIGHT NOW: Evolution CEO Martin Carlesund bought shares worth [--] million last week Where are the people who said there were no insider purchases 🤔 $EVO $EVVTY $EVO.ST https://t.co/myEwPxEEnJ 🚨RIGHT NOW: Evolution CEO Martin Carlesund bought shares worth [--] million last week Where are the people who said there were no insider purchases 🤔 $EVO $EVVTY $EVO.ST https://t.co/myEwPxEEnJ"  
[X Link](https://x.com/anyuser/status/1934474752145457204)  2025-06-16T04:54Z [----] followers, [----] engagements


"The recent news $EVO CEO buying shares is definitely a positive signal and helps build confidence. However it's worth keeping in mind that from a technical perspective we're still in a downtrend. That said the past four weeks have clearly shown that the [---] SEK / [--] level has been a solid area for accumulating shares to start building a position"  
[X Link](https://x.com/anyuser/status/1934556090848448997)  2025-06-16T10:18Z [----] followers, [----] engagements


"The Chinese economy is gaining momentum offering attentive investors subtle signals. For instance $BABA s Taobao Hong Kong platform saw its user base triple during this years '618' mid-year shopping festival compared to the previous year reaching an all-time high"  
[X Link](https://x.com/anyuser/status/1936042008486826169)  2025-06-20T12:42Z [----] followers, [----] engagements


"Getting $EVO $EVVTY vibes on this take"  
[X Link](https://x.com/anyuser/status/1936339796969877870)  2025-06-21T08:25Z [----] followers, [----] engagements


"The main reason Im allocating 10% of my portfolio to Evolution AB $EVO $EVVTY isnt just its extremely attractive valuation relative to the companys quality. Its also a smart way to gain exposure to emerging markets without taking on their inherent risks. Dont forget: 50% of $EVO revenue comes from Asia and Latin America and that share is growing. https://twitter.com/i/web/status/1937433885488414729 https://twitter.com/i/web/status/1937433885488414729"  
[X Link](https://x.com/anyuser/status/1937433885488414729)  2025-06-24T08:53Z [----] followers, [----] engagements


"The big money comes from the big swings. $BABA $PDD"  
[X Link](https://x.com/anyuser/status/1941617106505576751)  2025-07-05T21:56Z [----] followers, [----] engagements


"Ive opened a new position in the cosmetics company $EL Este Lauder. Ill share my full investment thesis in a separate tweet this one will focus solely on the technical approach and my entry point. At present Este Lauder $EL makes up 6% of my total portfolio. However Im prepared to increase this position to as much as 15%. The stock has consolidated around the 30-week moving average (30 WMA) following its sharp decline since October [----]. However in recent weeks it has shown exceptional strength forming a highly bullish setup. The price is now trading above the [--] WMA and the consolidation"  
[X Link](https://x.com/julius5207/status/1941785722609881315)  2025-07-06T09:06Z [----] followers, [----] engagements


"At $100 per ADR $BABA presents one of the most compelling risk-reward opportunities in the stock marketand its easily accessible to nearly every investor. Yet most will likely stay on the sidelines deterred by its poor performance over the past five years"  
[X Link](https://x.com/anyuser/status/1943042487205138872)  2025-07-09T20:20Z [----] followers, [----] engagements


"Citigroup increased it's $BABA long position from 3.6% to 5.6% as HKEX filings show"  
[X Link](https://x.com/anyuser/status/1946205293316022425)  2025-07-18T13:47Z [----] followers, [----] engagements


"Seriously considering reducing my gold position to increase my $BABA position by 50%"  
[X Link](https://x.com/anyuser/status/1946978513803792799)  2025-07-20T17:00Z [----] followers, [----] engagements


"Increased my $BABA position by 50%. My entry point for the entry tranche is 123$ per ADR. $BABA is now the biggest position in my portfolio the second one is $PDD. They both make up around 40% of my net worth"  
[X Link](https://x.com/julius5207/status/1948015361338888333)  2025-07-23T13:40Z [----] followers, [----] engagements


"Im fairly confident that the Fed will cut rates in September. In just a few weeks the bull market for Chinese equities $BABA $PDD $JD $BIDU will begin. The last time I was this sure about a trade was Bitcoin $BTC at the end of [----]. I will bet more i guess"  
[X Link](https://x.com/anyuser/status/1952472686380089402)  2025-08-04T20:52Z [----] followers, [----] engagements


"By now half of my net worth is invested in two Chinese stocks: $BABA and $PDD This is my high-conviction high-reward play I am swinging for the fences on this one. The setup looks exceptionally strong and I believe its an opportunity I cant pass up. Wish me luck"  
[X Link](https://x.com/anyuser/status/1952801632246231100)  2025-08-05T18:39Z [----] followers, [----] engagements


"I prefer investing in what the average Joe considers high-risk stocks like $PDD and $BABA rather than spending my money on vacations fancy cars or flashy status symbols to pretend and feeling rich like everybody else. I play wealth games not status games"  
[X Link](https://x.com/anyuser/status/1955060452741820792)  2025-08-12T00:15Z [----] followers, [----] engagements


"Once the Western world realizes this and China's trillions in stimulus begin circulating through its domestic economy Chinese tech stocks will go bananas. Better fasten your seatbelts. $BABA $PDD $JD $BIDU"  
[X Link](https://x.com/anyuser/status/1955716084130025788)  2025-08-13T19:40Z [----] followers, [----] engagements


"The conditions for the rise of China Tech are now unequivocally in place: fundamentals are sound market sentiment has turned the political environment is supportive and monetary policy is conducive. The stage is set for a new chapter. $BABA $PDD $KWEB $BZ $BIDU $JD"  
[X Link](https://x.com/anyuser/status/1958785132074066429)  2025-08-22T06:55Z [----] followers, [----] engagements


"$BABA +6% again on HKEX"  
[X Link](https://x.com/julius5207/status/1959821075090440208)  2025-08-25T03:32Z [----] followers, [----] engagements


"Labeling $PDD a fraud for not paying dividends or conducting buybacks demonstrates a fundamental misunderstanding. When a company generates a 30% return on invested capital (ROIC) reinvesting profits is unequivocally the superior method of creating shareholder value"  
[X Link](https://x.com/anyuser/status/1960373163348435142)  2025-08-26T16:05Z [----] followers, [----] engagements


"Going into $BABA earnings call with 33% of my net worth invested into this stock and I feel nothing"  
[X Link](https://x.com/anyuser/status/1961150232936222844)  2025-08-28T19:33Z [----] followers, 32.3K engagements


"Still feel nothing. $BABA"  
[X Link](https://x.com/anyuser/status/1961426467771838953)  2025-08-29T13:51Z [----] followers, [----] engagements


"The accumulation phase for $BABA and $KWEB stocks is about to end guys. The longer the accumulation phase is the higher the bull market goes. [--] years $KWEB stocks have been in a bear market while every other market was soaring now they catch up. Secure your seatsthis train is leaving the station and it will go fast"  
[X Link](https://x.com/anyuser/status/1961522334176624980)  2025-08-29T20:12Z [----] followers, [----] engagements


"The narrative on $BABA is hilarious: from 'shitco' to 'most innovative company' all because of a 15% green day. A masterclass in recency bias"  
[X Link](https://x.com/anyuser/status/1961786094082576776)  2025-08-30T13:40Z [----] followers, [----] engagements


"$BABA has short squeeze potential. This is not priced in"  
[X Link](https://x.com/julius5207/status/1961849783770841102)  2025-08-30T17:53Z [----] followers, [----] engagements


"No other $300B+ company has $BABA's near-term doubling potential. Major funds are underweight yet it's the only stock large and liquid enough for them to buy in size. The last time I saw this setup was with $BTC before it 5x'd. Do with that what you will"  
[X Link](https://x.com/anyuser/status/1961853768246460903)  2025-08-30T18:09Z [----] followers, [----] engagements


"$BABA is about to steal $NVDA's crown. MARKET CAP $BABA = $285 billion MARKET CAP $NVDA = $4230 billion"  
[X Link](https://x.com/anyuser/status/1962271028362534970)  2025-08-31T21:47Z [----] followers, [----] engagements


"At some point in this cycle fund managers are risking their careers if they are not at least somewhat allocated to Chinese stocks. $BABA should be the biggest beneficiary of this evolving trend. 35% of my net worth is in $BABA"  
[X Link](https://x.com/anyuser/status/1965137597594030154)  2025-09-08T19:38Z [----] followers, [----] engagements


"As the price of $BABA trends higher more and more AI/cloud-related news is being released feeding the "fancy" tech sentiment. It seems increasingly likely this stock could pull a "Chinese Nvidia"-like price increase. I am definitely not selling any of my shares this year"  
[X Link](https://x.com/julius5207/status/1965353085548851669)  2025-09-09T09:54Z [----] followers, [----] engagements


"$BABA is about to become the best performing and still most underowned stock. At this point the guy who does not own $BABA stock starts to look like a clown. I told you this will happen. We are far from done"  
[X Link](https://x.com/julius5207/status/1970786640609321376)  2025-09-24T09:45Z [----] followers, [----] engagements


"We are at optimism stage now. $BABA"  
[X Link](https://x.com/anyuser/status/1970875119380631838)  2025-09-24T15:37Z [----] followers, 12.2K engagements


"Just sold my $EL Estee Lauder position at 84$ for a small loss of around 2.5% I gave this position time to show some strength but it became weaker and weaker. Also my overall thesis had not played out and the environment in which a stock like $EL could flourish has not developed until now. I know I am not right all of the time so when a stock simply does not move I rather free up some capital and use it for new trades and setups. https://twitter.com/i/web/status/1971235675253936522 https://twitter.com/i/web/status/1971235675253936522"  
[X Link](https://x.com/julius5207/status/1971235675253936522)  2025-09-25T15:29Z [----] followers, [---] engagements


"Currently I am up 54% on my $BABA position. By now this position is around 40% of my net worth and I won't sell a single share. This move is far from done"  
[X Link](https://x.com/anyuser/status/1973580877172187382)  2025-10-02T02:48Z [----] followers, [----] engagements


"As the train for Chinese equities finally leaves the station with everyone now claiming they were on board from the start I need to acknowledge the few who were actually in the mostly empty seats. Let's go guys @BrianTycangco @nataninvesting @CompoundinGirl @EquityBrian @AJButton2 @zoomyzoomm @investwithwes1"  
[X Link](https://x.com/anyuser/status/1973750558893789566)  2025-10-02T14:02Z [----] followers, [----] engagements


"@marketplunger1 I am All IN China. You are emotional and not rational"  
[X Link](https://x.com/anyuser/status/1976740563312689355)  2025-10-10T20:04Z [----] followers, [----] engagements


"Chinese tech stocks will probably be up double digits tomorrow. $KWEB $BABA $PDD $BIDU $JD $XPENG"  
[X Link](https://x.com/anyuser/status/1977429463156588595)  2025-10-12T17:41Z [----] followers, [----] engagements


"Being long coal stocks seems very reasonable around Q3 [----] especially as great setups in coal stocks start to emerge. $HCC $AMR $CNR"  
[X Link](https://x.com/julius5207/status/1984695584922419433)  2025-11-01T18:54Z [----] followers, [----] engagements


"Mentioned before not positioned yet. 👀👀 $HCC"  
[X Link](https://x.com/julius5207/status/1986513724346409467)  2025-11-06T19:19Z [----] followers, [---] engagements


"By now $BABA has pulled back 16% from its annual high which has unsettled many investors. However for a stock like this such a pullback is completely normal and by no means problematic. In fact these kinds of corrections are very healthy and essential for maintaining a strong upward trend. Whats more the fact that this pullback is occurring alongside continuously declining weekly trading volume is a very positive signal. The $BABA bull run is far from over"  
[X Link](https://x.com/julius5207/status/1988432761850343695)  2025-11-12T02:24Z [----] followers, [----] engagements


"A potential Strategic Bet on an Overlooked Energy Narrative: Currently several promising technical setups are emerging within oil drilling companies and coal miners. My favored names in this space include companies like Warrior Met Coal $HCC and Noble $NE. However when I commit capital technical and fundamental analysis alone are not enough. My philosophy is to check every possible box to maximize the probability of success even if it means passing on numerous good opportunities. A critical aspect often overlooked by most market participants is the power of a narrative shifta change in market"  
[X Link](https://x.com/julius5207/status/1988706615919538347)  2025-11-12T20:33Z [----] followers, [---] engagements


"@SJosephBurns Team [--] Stanley Druckenmiller Li Lu David Tepper"  
[X Link](https://x.com/anyuser/status/1988707917366006071)  2025-11-12T20:38Z [----] followers, [----] engagements


"@markminervini Being disciplined is the most easiest thing to understand yet it's the most difficult thing to do"  
[X Link](https://x.com/julius5207/status/1989130676243951687)  2025-11-14T00:38Z [----] followers, [----] engagements


"Executed a pyramid addition to my $GDS position increasing it by 50%. The new tranche was acquired at $40.10. The position is now my third-largest bet representing 13% of my portfolio. My weighted average price is $38.20 and I have set a firm stop-loss at that same level to define my risk. https://twitter.com/i/web/status/2014047185596207125 https://twitter.com/i/web/status/2014047185596207125"  
[X Link](https://x.com/julius5207/status/2014047185596207125)  2026-01-21T18:47Z [----] followers, [---] engagements


"@1CoastalJournal They are not injecting liquidity by buying bonds because they also hold bonds on their balance sheet that are maturing. For example if40$ billion worth of bonds expire and they only buy 20$ billion they are not adding any net liquidityin fact the opposite is true"  
[X Link](https://x.com/julius5207/status/1920565436426416173)  2025-05-08T19:44Z [----] followers, [----] engagements


"🔥The stock market is a jungle where sharks feast on minnowsbut right now the minnows are about to take a bite out of the sharks. Heres how. 🧵 A hidden compounding machine $EVO profitable growing and absurdly cheapis being forced into a fire sale. Why A major shareholder (15% of the company) is being strong-armed by ESG rules to dump shares into an illiquid market. This is creating a once-in-a-cycle mispricinga temporary distortion where small investors get a rare edge over Wall Streets giants. The Twist While big funds are locked out (liquidity crunch + compliance hurdles) retail investors"  
[X Link](https://x.com/anyuser/status/1920644256739250624)  2025-05-09T00:57Z [----] followers, 24.5K engagements


"Evolution management is phenomenal. Anyone who has deeply studied the giants of value investing like Munger Smith or Buffett should recognize that $EVO is an outstanding company at a very cheap price. Evolution [--] steps ahead when they did the ring-fencing 👏👏 $EVO $EVVTY Evolution [--] steps ahead when they did the ring-fencing 👏👏 $EVO $EVVTY"  
[X Link](https://x.com/julius5207/status/1925921389782901010)  2025-05-23T14:26Z [----] followers, [----] engagements


"EVOLUTION $EVO $EVVTY DEBUTS US LAUNCH OF RED DOOR ROULETTE: Published: 20/05/25 Jacob Claesson CEO of Evolution $EVO North America: "Following global success were excited to introduce this innovative format to US players just the beginning of our [----] live game roadmap." Evolution $EVVTY brings its hit game show mashup Red Door Roulette to New Jersey & Delaware with more states to follow. A strategic step in Evolutions North American expansion"  
[X Link](https://x.com/julius5207/status/1926763042215170144)  2025-05-25T22:11Z [----] followers, [----] engagements


"Jens von Bahr one of the co-founders of $EVO $EVVTY receives an annual salary of [------]. In contrast the shares he owns are worth [---] billion (2400 times his salary). His interests are therefore clear: rather than focusing on increasing his own compensation his absolute priority is to generate shareholder value. This stands in stark contrast to most other CEOs in the $SPY $QQQ for example who often hold little to no equity in their companies. Skin in the game indeed"  
[X Link](https://x.com/julius5207/status/1927110924562788635)  2025-05-26T21:13Z [----] followers, [----] engagements


"The market is currently pricing Evolution AB $EVO $EVVTY as if its revenue will stagnate in the coming years 📉 reflecting the consensus view of most participants. However exceptional investment opportunities arise precisely when one identifies value that the majority overlooks what is often called an "edge." 🧠💎 Rather than throwing around speculative numbers that lack context (since were discussing the future) Ill present a logical case for why $EVO is a phenomenal business trading at a fraction of its true worth.🤯📊 Lets break down why this could be one of the most misunderstood"  
[X Link](https://x.com/anyuser/status/1928251237310550336)  2025-05-30T00:44Z [----] followers, 18.6K engagements


"Growing evidence suggests we are witnessing a paradigm shift away from the era of cheap money and relentless bull markets toward an environment strikingly reminiscent of the 1970s. That decade was defined by high inflation energy crises geopolitical tensions and volatile interest rates. Today history appears to be rhyming. The era of passive "buy and hold" investing in tech ETFs $QQQ $AAPL $NVDA $GOOGL $MSFT $BTC $TSLA may be fading making way for a time when stock-picking and macroeconomic timing become critical once again. Yet while virtually every investor remains overweight in US tech and"  
[X Link](https://x.com/julius5207/status/1929192353052664039)  2025-06-01T15:04Z [----] followers, [---] engagements


"Pinduoduo $PDD has more monthly active users (MAU) than Amazon $AMZN but its market capitalization is just 6% of Amazon's. Something really wrong here"  
[X Link](https://x.com/anyuser/status/1929535416597610727)  2025-06-02T13:47Z [----] followers, [----] engagements


"One of the key reasons $BABA is my largest position is its technical setup. The stock has been consolidating for nearly four years and the longer the consolidation the stronger and higher the eventual breakout tends to be. Weve already seen the initial breakout followed by a pullback to retest the 30-week moving average and the white resistance line (now acting as support). This retest presents a perfect opportunity to add to the position. The next move is likely to be a powerful impulse rally fueled by a surge in bullish sentiment. Catalysts could include the highly anticipated meeting"  
[X Link](https://x.com/julius5207/status/1948034296393912513)  2025-07-23T14:55Z [----] followers, [----] engagements


"I will be selling my position in $JD next week and reallocating the capital into my other Chinese holdings. Reasons for selling $JD: Compared to my other Chinese tech holdings $JD has underperformed. All my other positions are trading above their 30-week moving average (30WMA) while $JD remains below it.I only hold stocks above their 30WMA. Ive given $JD some time as volatility is normal with individual stocks but I dont see any catalyst that could shift sentiment in its favor. I dont hold stocks simply because they appear cheap or undervalued.Low P/E ratios and valuations alone arent"  
[X Link](https://x.com/julius5207/status/1956643147825443040)  2025-08-16T09:04Z [----] followers, [----] engagements


"$BABA's volume story is incredibly bullish. On the key weekly chart all rallies are high-volume while pullbacks are low-volume. The consolidation since the high is on steadily declining volume. The spring is tightly coiled"  
[X Link](https://x.com/julius5207/status/1960764359010869509)  2025-08-27T18:00Z [----] followers, [----] engagements


"$BABA is about to become the AWS of China and soon the world is about to get it. Double from here and then double again"  
[X Link](https://x.com/anyuser/status/1961780156902613269)  2025-08-30T13:16Z [----] followers, 46.1K engagements


"Usually Chinese money flows out of the country. It chases after assets in $USD and $EUR so stuff like US stocks $SPY $QQQ European real estate you name it. I think this trend is about to do a full [---] and reverse. Why Because of two big things. First the West doesn't look so good anymore. The risk vs. reward in Europe and America is terrible now. Whether it's their housing markets their stock markets or even their currencies nothing looks like a great deal. The juice isn't worth the squeeze for foreign money anymore. Second China has to open up. To become the top dog China will have to start"  
[X Link](https://x.com/julius5207/status/2015525885634322604)  2026-01-25T20:43Z [----] followers, [---] engagements


"As I mentioned in my previous thread about the most mispriced compounding machine in the market $EVO insiders including members of the Board of Directors and executives continue to buy shares at current prices. Given $EVO's undervaluation this trend is unlikely to change"  
[X Link](https://x.com/anyuser/status/1922599032603430918)  2025-05-14T10:25Z [----] followers, [----] engagements

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