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

Julius Sommer posts on X about $baba, baba, $pdd, $xpeng the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXX -XX%
- X Month XXXXXX -XX%

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

- X Week XX -XXXX%
- X Month XX -XX%

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

- X Week XXXXX +0.52%
- X Month XXXXX +11%

### CreatorRank: XXXXXXXXX [#](/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 [#](/creator/twitter::1916563169641725952/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[$baba](/topic/$baba) #32, [baba](/topic/baba) #1846, [$pdd](/topic/$pdd) #6, [$xpeng](/topic/$xpeng) #1, [$jd](/topic/$jd) #28, [$bidu](/topic/$bidu) #17, [$kweb](/topic/$kweb) #16, [$bz](/topic/$bz) #3, [stocks](/topic/stocks), [china](/topic/china)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Elcoin (EL)](/topic/$el) [Coupang, Inc. (CPNG)](/topic/$cpng) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab)
### Top Social Posts [#](/creator/twitter::1916563169641725952/posts)
---
Top posts by engagements in the last XX hours

"It's about time to start allocating some capital towards cyclical commodities. The best opportunities here should be $OIL and Met Coal. I will start looking for good setups"  
[X Link](https://x.com/julius5207/status/1970905231841165366) [@julius5207](/creator/x/julius5207) 2025-09-24T17:36Z 1155 followers, XXX engagements


"Why buy the loser when you can buy the winner. $PDD is significantly outperforming $JD and it's the better business in any way I prefer quality in my stock selection anytime"  
[X Link](https://x.com/julius5207/status/1976353336774529064) [@julius5207](/creator/x/julius5207) 2025-10-09T18:25Z 1155 followers, 3819 engagements


"@RobertB174 In the end it breaks down to being a high beta play on the chinese stock market. Betting on the potentially developing chinese stock mania. Currently I have not opened a position yet"  
[X Link](https://x.com/julius5207/status/1978014339421380779) [@julius5207](/creator/x/julius5207) 2025-10-14T08:25Z 1153 followers, XX engagements


"You will never reach your destination by swimming against the tide. So you should never ever bet against the trend. The most fundamental and easy-to-grasp principle in investing"  
[X Link](https://x.com/julius5207/status/1978884353666023568) [@julius5207](/creator/x/julius5207) 2025-10-16T18:02Z 1155 followers, XXX engagements


"Just sold my $EL Estee Lauder position at 84$ for a small loss of around XXX% 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"  
[X Link](https://x.com/julius5207/status/1971235675253936522) [@julius5207](/creator/x/julius5207) 2025-09-25T15:29Z 1153 followers, XXX engagements


"The big money is bade by sitting not by trading. So now I sit $BABA $PDD $BIDU $BZ $XPENG $KWEB"  
[X Link](https://x.com/julius5207/status/1973752154751168918) [@julius5207](/creator/x/julius5207) 2025-10-02T14:09Z 1155 followers, XXX engagements


"Institutions are scrambling to buy the $BABA dip but they're finding few who are willing to sell"  
[X Link](https://x.com/julius5207/status/1976304153941995563) [@julius5207](/creator/x/julius5207) 2025-10-09T15:10Z 1155 followers, 1133 engagements


"This is what a perfect and healthy breakout for chinese tech stocks looks like. I do not fear the pullbacks as they are necessary to achieve triple digit returns. If it works out like below and I anticipate it does. I go all in. $KWEB $BABA $PDD $BIDU $XPENG"  
[X Link](https://x.com/julius5207/status/1976591531902439708) [@julius5207](/creator/x/julius5207) 2025-10-10T10:11Z 1156 followers, 4269 engagements


"Chinese tech stocks will probably be up double digits tomorrow. $KWEB $BABA $PDD $BIDU $JD $XPENG"  
[X Link](https://x.com/julius5207/status/1977429463156588595) [@julius5207](/creator/x/julius5207) 2025-10-12T17:41Z 1155 followers, 5017 engagements


"First gold then China then oil. and then we crash"  
[X Link](https://x.com/julius5207/status/1978919276665807089) [@julius5207](/creator/x/julius5207) 2025-10-16T20:21Z 1155 followers, XXX engagements


"Pullbacks are important and necessary in a healthy uptrend. This creates great entry opportunities for follow up buys further adding to your winners. $KWEB $BABA $BIDU $PDD $XPENG"  
[X Link](https://x.com/julius5207/status/1976297763433328720) [@julius5207](/creator/x/julius5207) 2025-10-09T14:44Z 1157 followers, XXX engagements


"@EquityBrian 💯 but would prefer adding to $BZ $XPENG $PDD rather than adding to $JD. Can't go wrong with buying $BABA 👍🏼"  
[X Link](https://x.com/julius5207/status/1976359258775224673) [@julius5207](/creator/x/julius5207) 2025-10-09T18:49Z 1157 followers, XXX engagements


"The blueprint for success in my view is defined by best-in-class fundamentals on a steady year-on-year climb. That's the foundation I invest in. $FUTU"  
[X Link](https://x.com/julius5207/status/1978041507337621572) [@julius5207](/creator/x/julius5207) 2025-10-14T10:13Z 1157 followers, XXX engagements


"@4v3r4g3J03 $PDD over $JD any day. Feel free to check my portfolio it's pinned on my X profile"  
[X Link](https://x.com/julius5207/status/1979951344514650272) [@julius5207](/creator/x/julius5207) 2025-10-19T16:42Z 1157 followers, XXX engagements


"These fundamentals are simply face melting and the same goes for the growth perspective. Thinking about allocating XX% 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) [@julius5207](/creator/x/julius5207) 2025-10-03T15:30Z 1157 followers, 2838 engagements


"🗓OCTOBER 2025 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: XX% S.Korea: X% 💵EURO: X% SE Asia: X% Follow me: @julius5207 - - - - - - - - - - - - - - - - - - - **     . '   and all the"  
[X Link](https://x.com/julius5207/status/1974438268360880236) [@julius5207](/creator/x/julius5207) 2025-10-04T11:35Z 1157 followers, 3608 engagements


"I've reached a decision on the final piece of my investment puzzle. I intend to allocate XX% of my net worth to $FUTU the Chinese fintech and brokerage firm. I'll be sure to share any updates on my positioning as things develop"  
[X Link](https://x.com/julius5207/status/1977819094046126529) [@julius5207](/creator/x/julius5207) 2025-10-13T19:29Z 1157 followers, 1013 engagements


"The current volatility in chinese tech stocks is a great example for the analogy of short term pain for long term overperformance. There is no free lunch $KWEB $BABA $PDD $BIDU $XPENG $NIO $JD $FUTU"  
[X Link](https://x.com/julius5207/status/1978015588606673032) [@julius5207](/creator/x/julius5207) 2025-10-14T08:30Z 1157 followers, XXX engagements


"Stop trying to forecast. Start learning to identify "compression." See the chart where the energy is building up and where the waves get smaller and the action becomes quiet. That's your signal. $KWEB $BABA $PDD $BIDU $XPENG"  
[X Link](https://x.com/julius5207/status/1978761594222903359) [@julius5207](/creator/x/julius5207) 2025-10-16T09:55Z 1157 followers, XXX engagements


"China exports deflation. During his campaign Trump promised to tackle inflation and strengthen the US economy. This promise is only achievable by strengthening China weakening the Dollar and pushing down the price of OIL. The market is telling you something. You listen"  
[X Link](https://x.com/julius5207/status/1979248921693114479) [@julius5207](/creator/x/julius5207) 2025-10-17T18:11Z 1157 followers, XXX engagements


"You won't get a Ferrari for the price of a Hyundai. That's the reason $JD p/e is X and $BABA p/e is 19"  
[X Link](https://x.com/julius5207/status/1979816137891414280) [@julius5207](/creator/x/julius5207) 2025-10-19T07:45Z 1157 followers, 1248 engagements


"@Ronaldo7trades But where was $JD when $BABA traded at p/e of 8"  
[X Link](https://x.com/julius5207/status/1979848529763045718) [@julius5207](/creator/x/julius5207) 2025-10-19T09:54Z 1157 followers, XXX engagements


"@kejca That's the reason XX% of my net worth is in $BABA and $PDD. Two of the greatest companies out there and the world is about to find out"  
[X Link](https://x.com/julius5207/status/1979912955551428979) [@julius5207](/creator/x/julius5207) 2025-10-19T14:10Z 1157 followers, 1308 engagements


"The Music and the Narrative: Every stock market mania breeds a certain mindset among investorsa belief that a particular strategy will work forever. The near-permanent bull market of the last two decades has given rise to the "compounder bros." They quote Buffett and Smith yet they miss a fundamental distinction: when the masters buy a stock they are acquiring a piece of a businesstrue equity. The aspiring Buffetts however often hold just a piece of paper. Its value and thus their investment success depends entirely on what the market at that moment believes the company is worth. When the"  
[X Link](https://x.com/julius5207/status/1979955252326543677) [@julius5207](/creator/x/julius5207) 2025-10-19T16:58Z 1157 followers, XXX engagements