#  @lloydjamesross Lloyd James Ross Lloyd James Ross posts on X about $baba, baba, $cvx, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::843225532351242240/interactions)  - [--] Week [------] -71% - [--] Month [-------] +156% - [--] Months [-------] -25% - [--] Year [---------] +111% ### Mentions: [--] [#](/creator/twitter::843225532351242240/posts_active)  - [--] Week [--] +14% - [--] Month [---] +64% - [--] Months [---] +7.40% - [--] Year [-----] +293% ### Followers: [-----] [#](/creator/twitter::843225532351242240/followers)  - [--] Week [-----] +0.31% - [--] Month [-----] +1.30% - [--] Months [-----] +24% - [--] Year [-----] +103% ### CreatorRank: [-------] [#](/creator/twitter::843225532351242240/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 53% [finance](/list/finance) 35% [technology brands](/list/technology-brands) 25% [cryptocurrencies](/list/cryptocurrencies) 21% [countries](/list/countries) 8% [travel destinations](/list/travel-destinations) 3% [currencies](/list/currencies) 2% [automotive brands](/list/automotive-brands) 2% [exchanges](/list/exchanges) 2% [social networks](/list/social-networks) 1% **Social topic influence** [$baba](/topic/$baba) #6, [baba](/topic/baba) #827, [$cvx](/topic/$cvx) #61, [ai](/topic/ai) 9%, [$cnq](/topic/$cnq) #13, [bitcoin](/topic/bitcoin) 8%, [$unp](/topic/$unp) #13, [bullish](/topic/bullish) #758, [business](/topic/business) 6%, [$pypl](/topic/$pypl) 5% **Top accounts mentioned or mentioned by** [@rhysdiab](/creator/undefined) [@ajbutton2](/creator/undefined) [@justinvesttoday](/creator/undefined) [@chrisrinvesting](/creator/undefined) [@mrderivatives](/creator/undefined) [@willbiddy](/creator/undefined) [@leevalueroach](/creator/undefined) [@stevehanke](/creator/undefined) [@bowtiedstocks](/creator/undefined) [@sweatystartup](/creator/undefined) [@tkianidis](/creator/undefined) [@jimbosl75206881](/creator/undefined) [@goldstandard555](/creator/undefined) [@mmatters22596](/creator/undefined) [@litcapital](/creator/undefined) [@mitchlim](/creator/undefined) [@optionscjp](/creator/undefined) [@borgcryptos](/creator/undefined) [@shahh](/creator/undefined) [@dyzob](/creator/undefined) **Top assets mentioned** [Alibaba Group (BABA)](/topic/$baba) [Convex Finance (CVX)](/topic/$cvx) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Bitcoin (BTC)](/topic/bitcoin) [UNIPOLY (UNP)](/topic/$unp) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [UnitedHealth Group (UNH)](/topic/$unh) [Union Pacific Corporation (UNP)](/topic/union-pacific) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Basis Cash (BAC)](/topic/$bac) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Morgan Stanley (MS)](/topic/morgan-stanley) [Lufax Holding Ltd (LU)](/topic/$lu) [American Express Company (AXP)](/topic/$axp) [Coca-Cola Co (KO)](/topic/$ko) [Ethereum (ETH)](/topic/ethereum) ### Top Social Posts Top posts by engagements in the last [--] hours "$UNP $NSC merger will ultimately be approved even if only by [----]. Why ✅ Most of the STB board members are republicans and want to approve it ✅ Shareholders have unanimously approved it already ✅ Trump has given it his blessing ✅ And a rejection ❌ would NOT align with Trumps current empire-building culture. BREAKING: The U.S. Surface Transportation Board has rejected Union Pacific and Norfolk Southerns initial merger application as incomplete telling the two railroads that if they want to become North Americas largest railroad theyll need to try again https://t.co/Ji0nOetkbV BREAKING: The" [X Link](https://x.com/lloydjamesross/status/2012405821909659956) 2026-01-17T06:05Z [----] followers, [---] engagements "@MMatters22596 $CNQ and $CVX better imo" [X Link](https://x.com/lloydjamesross/status/2013059859009171830) 2026-01-19T01:24Z [----] followers, [---] engagements "A few things Ive learned from my Dad [--]. Never leave the substance to chase the shadow. [--]. Hasten slowly. [--]. The quality remains long after the price is forgotten. [--]. If you cant wear it or eat it rent it [--]. Be at the bottom or the top but not in the middle [--]. Walk with kings but keep the common touch [--]. Success is largely a matter of hanging on when others let go [--]. Money makes money [--]. Do your best. And your best is enough. [--]. 90% of success in life is just showing up [--]. Promote yourself because no one else is going to [--]. It takes [--] yrs to be an overnight success [--]. Show up early. Stay" [X Link](https://x.com/lloydjamesross/status/2016072634451296750) 2026-01-27T08:55Z [----] followers, [---] engagements "Youre Bleeding Money On Convenience Daily coffees brand names and Uber Eats are draining your income faster than you realise. #spendinghabits #trackyourmoney #financialdiscipline #moneywaste #budgeting" [X Link](https://x.com/lloydjamesross/status/2017159607416701015) 2026-01-30T08:55Z [----] followers, [---] engagements "Bullish $BABA @litcapital AHEM https://t.co/UdTl6wskhK @litcapital AHEM https://t.co/UdTl6wskhK" [X Link](https://x.com/lloydjamesross/status/2017552028218888268) 2026-01-31T10:54Z [----] followers, [----] engagements "Oil will be the most likely thing to spike next BTC is garbage 🗑 🔥 If Bitcoin follows silver BTC is going to $400000 in [----] 🚀 https://t.co/sli4sC4kmx If Bitcoin follows silver BTC is going to $400000 in [----] 🚀 https://t.co/sli4sC4kmx" [X Link](https://x.com/lloydjamesross/status/2017724753277296850) 2026-01-31T22:20Z [----] followers, [---] engagements "@AJButton2 Haha specifically $CNQ and $CVX 🤣" [X Link](https://x.com/lloydjamesross/status/2017731808956465439) 2026-01-31T22:48Z [----] followers, [---] engagements "Bullish $BABA $BABA : INDIA'S GOVERNMENT CENTRAL BANK IN TALKS WITH ANT INTERNATIONAL ABOUT ALLOWING ALIPAY+ TO BE LINKED TO INDIA'S DIGITAL PAYMENTS SYSTEM FOR CROSS-BORDER TRANSACTIONS - SOURCES https://t.co/6mxtgzAouJ $BABA : INDIA'S GOVERNMENT CENTRAL BANK IN TALKS WITH ANT INTERNATIONAL ABOUT ALLOWING ALIPAY+ TO BE LINKED TO INDIA'S DIGITAL PAYMENTS SYSTEM FOR CROSS-BORDER TRANSACTIONS - SOURCES https://t.co/6mxtgzAouJ" [X Link](https://x.com/lloydjamesross/status/2018252462751408362) 2026-02-02T09:17Z [----] followers, [----] engagements "Norbert Lou owns $43 million in $PYPL too 13% of his portfolio. Wonder what his intentions are with this business To be fair. - The misses werent huge. - The FCF and buybacks are helpful. The market desires growth at all costs. - New CEO is a positive move. - Venmo is a verb. - Growth is still there in users. Just not fast. I think it can recover to $80+ over next [--] mths. Could also be acquired for that and pop instantly too. Sell off is brutal but probably out of anger and impatience. The biz isnt dead. https://twitter.com/i/web/status/2018678794262090065" [X Link](https://x.com/lloydjamesross/status/2018678794262090065) 2026-02-03T13:31Z [----] followers, 18K engagements "@mitch_lim Same. $BABA fell from $300 to $59 🤣" [X Link](https://x.com/lloydjamesross/status/2018679990976491940) 2026-02-03T13:36Z [----] followers, [---] engagements "@JustinvestToday It can still carve out growth FCF and buybacks. It may never get back to $270 / share but it can still recover from here" [X Link](https://x.com/lloydjamesross/status/2018682796936507464) 2026-02-03T13:47Z [----] followers, [---] engagements "@rhysdiab Agree. If earnings and FCF got truly hammered Id concede that it was a value trap. But the multiple is compressing with this sell off. Ive learned never to sell out of impatience post earnings dump. Almost always a bad idea" [X Link](https://x.com/lloydjamesross/status/2018684551304815072) 2026-02-03T13:54Z [----] followers, [----] engagements "@Mr_Derivatives -16.3% and recovering" [X Link](https://x.com/lloydjamesross/status/2018691164694511688) 2026-02-03T14:20Z [----] followers, [---] engagements "An asset produces cash flow. A stock pays dividends a property can generate rent. Bitcoin does none of these things. Its value comes from one thing: the belief that someone else will buy it for a higher price. Thats not an investment its a religion. And you're the exit liquidity. Reply below has the full link https://twitter.com/i/web/status/2018777220538376364 https://twitter.com/i/web/status/2018777220538376364" [X Link](https://x.com/lloydjamesross/status/2018777220538376364) 2026-02-03T20:02Z [----] followers, [---] engagements "Wild $pypl PayPal (2016 - 2026) - Revenue: $10.8B - $32.8B (3x) - Gross Profit: $5.1B - $13.7B (2.7x) - Operating Profit: $1.6B - $6.1B (3.8x) - Share Price: $41 - $42 (flat) Unreal. $PYPL PayPal (2016 - 2026) - Revenue: $10.8B - $32.8B (3x) - Gross Profit: $5.1B - $13.7B (2.7x) - Operating Profit: $1.6B - $6.1B (3.8x) - Share Price: $41 - $42 (flat) Unreal. $PYPL" [X Link](https://x.com/lloydjamesross/status/2018780154546557075) 2026-02-03T20:14Z [----] followers, [---] engagements "@optionscjp $pypl $10-$15 🤣 be like 3x earnings Would be acquired before then" [X Link](https://x.com/lloydjamesross/status/2018780422474514891) 2026-02-03T20:15Z [----] followers, [----] engagements "@Borg_Cryptos Oil aint" [X Link](https://x.com/lloydjamesross/status/2018907496820437355) 2026-02-04T04:40Z [----] followers, [---] engagements "The Hidden Risk That Could Crash Bitcoin Overnight Debt magnifies losses and forced selling creates a ticking time bomb for holders. Get out before it blows. #bitcoin #microstrategy #flashcrash #cryptoinvesting #debtcrisis" [X Link](https://x.com/lloydjamesross/status/2018965549917601952) 2026-02-04T08:31Z [----] followers, [---] engagements "$GOOG 47% cloud growth is a glimpse into the future for $BABA cloud growth. Morgan Stanley expects $BABA to capture 40% of Chinas incremental AI cloud spending over the next [--] years. Thats more than Huawei Bytedance Tencent and AWS China combined. https://t.co/fXBPGY1gyA Morgan Stanley expects $BABA to capture 40% of Chinas incremental AI cloud spending over the next [--] years. Thats more than Huawei Bytedance Tencent and AWS China combined. https://t.co/fXBPGY1gyA" [X Link](https://x.com/lloydjamesross/status/2019164087956238553) 2026-02-04T21:40Z [----] followers, [----] engagements "@WillBiddy_ SP500 at 30x multiple too. With laggards included in it. $GOOG makes more sense for same multiple atm" [X Link](https://x.com/lloydjamesross/status/2019194578793091251) 2026-02-04T23:41Z [----] followers, [----] engagements "After playing around with WeChat again for the first time in years I realize it seems clunky and hasnt really been updated all that much for last [--] yrs. I feel as though QWEN app from $BABA could become a new super app in China Will Tencent fight back Yep. But I do think BABA will take super app share with their AI driven super app offer. Is there a switching cost Sure. But I dont think its too high. $BABA : Jack Ma appeared at the Qwen Spring Festival project team office located at Alibaba's headquarters. https://t.co/qfRHJBLuBh $BABA : Jack Ma appeared at the Qwen Spring Festival project" [X Link](https://x.com/lloydjamesross/status/2019201838650912994) 2026-02-05T00:10Z [----] followers, [----] engagements "@ChrisRinvesting The appeal is not just the messaging. Its the banking utilities payments travel etc too" [X Link](https://x.com/lloydjamesross/status/2019246764679966916) 2026-02-05T03:08Z [----] followers, [--] engagements "How Bitcoin Could Fall To $10000 Mathematics shows why debt and forced selling could wipe out BTC. Suddenly boom your holdings are worthless. #bitcoin #btcprice #microstrategy #cryptocrash #debtbubble" [X Link](https://x.com/lloydjamesross/status/2019305847893967315) 2026-02-05T07:03Z [----] followers, [---] engagements "MicroStrategys Ponzi Model Exposed Borrowing billions to buy Bitcoin creates the same spiral that will cause its collapse. Be careful. Reply below holds the full link #microstrategy #bitcoin #ponzischeme #cryptorisk #debtspiral" [X Link](https://x.com/lloydjamesross/status/2019325411134505341) 2026-02-05T08:21Z [----] followers, [---] engagements "$BTC will collapse before USD We are witnessing the early stages of the fiat currency systems collapse. We are witnessing the early stages of the fiat currency systems collapse" [X Link](https://x.com/lloydjamesross/status/2019389463466762723) 2026-02-05T12:35Z [----] followers, [----] engagements "Anyone got any kidneys left HODL HODL" [X Link](https://x.com/lloydjamesross/status/2019493272478183887) 2026-02-05T19:28Z [----] followers, [---] engagements "@leevalueroach Im beginning to like $PYPL" [X Link](https://x.com/lloydjamesross/status/2019493380569600038) 2026-02-05T19:28Z [----] followers, [---] engagements "@shahh $PYPL owning [--] of them" [X Link](https://x.com/lloydjamesross/status/2020408218527363508) 2026-02-08T08:03Z [----] followers, [---] engagements "@dyz_ob I made it harder than I should have. Holding onto $BABA coupled with a big special divvy from $LU (55%) helped me edge ahead 🤣 Mistakes: [--]. Selling $PDD too early [--]. Not buying enough $GOOG [--]. Selling $C too early [--]. Sucked thumb on $AXP at $292" [X Link](https://x.com/lloydjamesross/status/2006556162838380963) 2026-01-01T02:40Z [----] followers, [---] engagements "@AJButton2 $UNP $CVX are my US stalwarts. I think $UNH is a good deal based on its growth rates. Software credit ratings payments etc look tricky. Banks seems fine. $BAC not a bad deal 1.4x book $KO was ok at $66 recently but difficult to know growth path" [X Link](https://x.com/lloydjamesross/status/2019009928766300173) 2026-02-04T11:27Z [----] followers, [---] engagements "$CNQ up 17% $CVX up 10% $UNP up 8% $BABA up 1% In the last [--] wks (so far) Since all-time highs: Bitcoin down 50% Ethereum down 60% Gold down 15% Silver down 40% Strategy down 75% Palantir down 35% https://t.co/Wd5LZMYCCh Since all-time highs: Bitcoin down 50% Ethereum down 60% Gold down 15% Silver down 40% Strategy down 75% Palantir down 35% https://t.co/Wd5LZMYCCh" [X Link](https://x.com/lloydjamesross/status/2019510770363691244) 2026-02-05T20:37Z [----] followers, [---] engagements "@leevalueroach $UNP $CVX rail n oil" [X Link](https://x.com/lloydjamesross/status/2020622088340730186) 2026-02-08T22:13Z [----] followers, [---] engagements "This is the top Guess which tax is coming Anthony Albanese has been quietly cashing out of his own investment portfolio selling a range of properties for above the prices he paid. Guess which tax is coming Anthony Albanese has been quietly cashing out of his own investment portfolio selling a range of properties for above the prices he paid" [X Link](https://x.com/lloydjamesross/status/2020749552547229860) 2026-02-09T06:40Z [----] followers, [---] engagements "YTD returns My portfolio: 2.97% SP500: 1.27% Portfolio position weightings: Alibaba $BABA 39.1% Chevron $CVX 15.8% Union Pacific $UNP 14.7% Canadian Natural Resources $CNQ 11.9% UnitedHealth Group $UNH 10.7% Alphabet $GOOG 4.2% Web Travel Group $WEB 3.3%" [X Link](https://x.com/anyuser/status/2020823438076809520) 2026-02-09T11:33Z [----] followers, [---] engagements "Bullish $BABA $BABA : Alibaba Cloud's market share driven by AI has expanded to 36%. https://t.co/QmQKaaD0Vu $BABA : Alibaba Cloud's market share driven by AI has expanded to 36%. https://t.co/QmQKaaD0Vu" [X Link](https://x.com/lloydjamesross/status/2021542227366002949) 2026-02-11T11:10Z [----] followers, [----] engagements "Bullish $BABA $BABA : Alibaba Qwen completed over one million bubble tea orders with the participation page experiencing temporary slowdowns. https://t.co/AZOoSWgUAQ $BABA : Alibaba Qwen completed over one million bubble tea orders with the participation page experiencing temporary slowdowns. https://t.co/AZOoSWgUAQ" [X Link](https://x.com/anyuser/status/2019622178959028239) 2026-02-06T04:00Z [----] followers, [----] engagements "Buffett starting to lick his lips with $380 billion dry powder as the tech market melts BREAKING: Amazon stock $AMZN falls -10% after reporting Q4 [----] earnings. It's now down -15% on the day including its regular hours move. https://t.co/pkzYdSS9No BREAKING: Amazon stock $AMZN falls -10% after reporting Q4 [----] earnings. It's now down -15% on the day including its regular hours move. https://t.co/pkzYdSS9No" [X Link](https://x.com/lloydjamesross/status/2019622772042047760) 2026-02-06T04:02Z [----] followers, [---] engagements "Protect Your Super From The AI Bubble Everyones piling into AI like its a sure thing. In this new episode I show why its already a bubble and what that means for your super. #aibubble #openai #superfunds #investmentrisk #michaelburry" [X Link](https://x.com/lloydjamesross/status/2019690118391488899) 2026-02-06T08:30Z [----] followers, [---] engagements "Correct ☑ The entire crypto space could go to zero and vanish off the face of the earth and nothing would really change for 99.9% of people That's how you know this industry has been a colossal failure The entire crypto space could go to zero and vanish off the face of the earth and nothing would really change for 99.9% of people That's how you know this industry has been a colossal failure" [X Link](https://x.com/lloydjamesross/status/2019743472375189659) 2026-02-06T12:02Z [----] followers, [---] engagements "Highly sophisticated punter I think about him often https://t.co/v3y5VilhyG I think about him often https://t.co/v3y5VilhyG" [X Link](https://x.com/lloydjamesross/status/2019746792380776766) 2026-02-06T12:15Z [----] followers, [---] engagements "The Dirty Secret Of AI Profits Circular money schemes make companies look profitable when no real value is created. Be careful. #aibubble #vendorfinancing #nvidia #openai #dotcombubble" [X Link](https://x.com/lloydjamesross/status/2019916875614855474) 2026-02-06T23:31Z [----] followers, [---] engagements "Bullish $BABA ELON: WITHOUT A BREAKTHROUGH CHINA WILL DOMINATE IN ENERGY Question: It sounds like without a humanoid or recursive breakthrough in the next few years China will dominate the entire manufacturing energy and raw materials chain whether its AI EVs or humanoids. https://t.co/S5adGd7kLj ELON: WITHOUT A BREAKTHROUGH CHINA WILL DOMINATE IN ENERGY Question: It sounds like without a humanoid or recursive breakthrough in the next few years China will dominate the entire manufacturing energy and raw materials chain whether its AI EVs or humanoids. https://t.co/S5adGd7kLj" [X Link](https://x.com/lloydjamesross/status/2020017524142928031) 2026-02-07T06:11Z [----] followers, [---] engagements "Ticks all the boxes ☑ Heres a concise summary of One Nations current policies per their website. Even if you dont agree with some or all of them you should be able to see how many would resonate with a growing number of Australians. Immigration: Cut net migration to 130k/per year (from Heres a concise summary of One Nations current policies per their website. Even if you dont agree with some or all of them you should be able to see how many would resonate with a growing number of Australians. Immigration: Cut net migration to 130k/per year (from" [X Link](https://x.com/lloydjamesross/status/2020080964484133142) 2026-02-07T10:23Z [----] followers, [---] engagements "The Daily Spending Habits That Keep You Broke Half your earnings are vanishing on food transport and convenience without you even noticing. #spendinghabits #personalfinance #moneytips #financialfreedom #budgeting" [X Link](https://x.com/lloydjamesross/status/2020771736631796222) 2026-02-09T08:08Z [----] followers, [---] engagements "Selling What People Dont Need Wont Make You Rich Most people are pushing products instead of solving problems. Thats why they never build lasting wealth. #sales #wealthbuilding #businessstrategy #entrepreneurship #sustainablegrowth" [X Link](https://x.com/lloydjamesross/status/2021132675843514664) 2026-02-10T08:02Z [----] followers, [---] engagements "I have built substantial positions in $CVX and $CNQ for the fact that oil prices will head to $100+ And $UNP for the fact that rail will become more economical for transport as that happens All are up double digits YTD The breakout in the rails over the past couple of weeks is certainly supportive of the case for stronger economic growth through the year. Higher oils prices will only re-enforce their competitive position. We bought $CP The breakout in the rails over the past couple of weeks is certainly supportive of the case for stronger economic growth through the year. Higher oils prices" [X Link](https://x.com/lloydjamesross/status/2021376374083289495) 2026-02-11T00:10Z [----] followers, [---] engagements "😂😂😂 When you bought Bitcoin at $69000 in [----] and sold at $16000 and you bought again at $126000 and sold at $60000. https://t.co/DZmYdTDiHy When you bought Bitcoin at $69000 in [----] and sold at $16000 and you bought again at $126000 and sold at $60000. https://t.co/DZmYdTDiHy" [X Link](https://x.com/lloydjamesross/status/2021554934920147271) 2026-02-11T12:00Z [----] followers, [---] engagements "Buy $BABA for $400 billion *get $1 trillion asset for free $BABA just a reminder that $BABA's Qwen which is their equivalent to ChatGPT is given zero value right now to their market cap. zero $BABA's current market cap is $364 Billion. Anthropic which is one product is valued at $350 Billion alone OpenAi will arguably IPO this year $BABA just a reminder that $BABA's Qwen which is their equivalent to ChatGPT is given zero value right now to their market cap. zero $BABA's current market cap is $364 Billion. Anthropic which is one product is valued at $350 Billion alone OpenAi will arguably IPO" [X Link](https://x.com/lloydjamesross/status/2021798739657339339) 2026-02-12T04:09Z [----] followers, [----] engagements "Why The AI Bubble Will Pop Theres no path to profitability and demand isnt delivering. The maths dont work. #aibubble #profitability #chatgpt #investmentrisk #speculation" [X Link](https://x.com/lloydjamesross/status/2021863976192106525) 2026-02-12T08:28Z [----] followers, [---] engagements "Commonwealth Bank $CBA.AX Market cap: $300 billion TAM: Australia (25 million) Product: Residential mortgages P/E ratio: 29x Yield: 2.7% _____ Bank of America $BAC Market cap: $393 billion TAM: United States of America (350 million) Products: Mortgages Investment Banking Wealth Mgmt Global Banking P/E ratio: 14x Yield: 2.04% Which bank 👇 https://twitter.com/i/web/status/2021898586628534320 https://twitter.com/i/web/status/2021898586628534320" [X Link](https://x.com/lloydjamesross/status/2021898586628534320) 2026-02-12T10:46Z [----] followers, [---] engagements "But this cant happen in Australia Toronto condo prices are 9% below pre-COVID prices Average Price Feb 2020: $666K Jan 2026: $605K Toronto condo prices are 9% below pre-COVID prices Average Price Feb 2020: $666K Jan 2026: $605K" [X Link](https://x.com/lloydjamesross/status/2021905174739275800) 2026-02-12T11:12Z [----] followers, [---] engagements "Oil = currency" [X Link](https://x.com/lloydjamesross/status/2021928776641524227) 2026-02-12T12:46Z [----] followers, [--] engagements "@KoyfinCharts I still remember when this new kid invested for Atlassian founder and put money into $ZM and $ADBE and got sacked a year after this article. AI took everyone by surprise software got hammered" [X Link](https://x.com/lloydjamesross/status/2013819426596888884) 2026-01-21T03:42Z [----] followers, [----] engagements "$BABA up 5.3% pre market" [X Link](https://x.com/lloydjamesross/status/2014276761199284404) 2026-01-22T09:59Z [----] followers, [---] engagements "@nataninvesting Quality Price" [X Link](https://x.com/lloydjamesross/status/2014468295970455667) 2026-01-22T22:40Z [----] followers, [---] engagements "The great reset is coming. $crudeoil Most will be shocked. You shouldnt be. Crude oil target $400-$500 once we breakout. https://t.co/WQ1OVzzjYD Most will be shocked. You shouldnt be. Crude oil target $400-$500 once we breakout. https://t.co/WQ1OVzzjYD" [X Link](https://x.com/lloydjamesross/status/2015188500057067683) 2026-01-24T22:22Z [----] followers, [---] engagements "Bullish $OIL Oil . talk to an inside contact who is a CFO of a shale company . The industry thinks $100 to $200 per barrel is likely within the next [--] to [--] months Oil . talk to an inside contact who is a CFO of a shale company . The industry thinks $100 to $200 per barrel is likely within the next [--] to [--] months" [X Link](https://x.com/lloydjamesross/status/2015952099935387869) 2026-01-27T00:56Z [----] followers, [---] engagements "@GodsBurnt Same as real estate" [X Link](https://x.com/lloydjamesross/status/2016754891235217767) 2026-01-29T06:06Z [----] followers, [---] engagements "@barkmeta Gold is an illusion then if its priced in USD b/c USD is worthless" [X Link](https://x.com/lloydjamesross/status/2016755841450577983) 2026-01-29T06:10Z [----] followers, [---] engagements "@steve_hanke Gold is priced in that same currency that is going to hell" [X Link](https://x.com/lloydjamesross/status/2016756224369578043) 2026-01-29T06:12Z [----] followers, [----] engagements "@CalltoActivism Weird. This moreso warrants dropping rates rather that holding" [X Link](https://x.com/lloydjamesross/status/2016766676264767602) 2026-01-29T06:53Z [----] followers, [---] engagements "If your wages rose 13% this year Or your businesses increased prices by 13% You have lost nothing. Inflation is not merely the fall in purchasing power of fiat but a net fall after a nominal increase in earning power. Dollar falls 13% Stocks rise 13% Flat gains. Its a two way street this inflation thing. S&P [---] ATH IS FAKE GOLD ATH IS FAKE BTC ATH IS FAKE Most people don't understand this but all of these bull rallies are FAKE. Because everything is priced in US dollars. And $USD lost about 13% of its value during [----]. So here's what those "ATHs" look like in real terms." [X Link](https://x.com/lloydjamesross/status/2016808460651032786) 2026-01-29T09:39Z [----] followers, [---] engagements "@HereForPatriots @steve_hanke Why If gold is the new currency my clients and customers will pay me in gold. Every single day of the wk. My gold accumulation will be endless" [X Link](https://x.com/lloydjamesross/status/2016952705147949511) 2026-01-29T19:12Z [----] followers, [--] engagements "$GOOG stretching its legs now with AI dominance. 🚨 BREAKING: Google DeepMind just dropped Project Genie and it quietly kills the entire game development industry ☠ You type a prompt. It generates an infinite explorable 3D world in real-time. This changes everything https://t.co/FdryNOTqxk 🚨 BREAKING: Google DeepMind just dropped Project Genie and it quietly kills the entire game development industry ☠ You type a prompt. It generates an infinite explorable 3D world in real-time. This changes everything https://t.co/FdryNOTqxk" [X Link](https://x.com/lloydjamesross/status/2017389652295225360) 2026-01-31T00:09Z [----] followers, [---] engagements "@rhysdiab Sentiment can take years to change. This is the price of entry for margin of safety. Imagine buying it on July 12th 2021" [X Link](https://x.com/lloydjamesross/status/2017390324482785450) 2026-01-31T00:11Z [----] followers, [---] engagements "@bowtiedstocks Theyll stop using Uber eats and travelling biz class. Should do it" [X Link](https://x.com/lloydjamesross/status/2017552559419101265) 2026-01-31T10:56Z [----] followers, [---] engagements "@SooYes Reeks of leverage and greed" [X Link](https://x.com/lloydjamesross/status/2017705869581160602) 2026-01-31T21:05Z [----] followers, [--] engagements "@KissGeg @rhysdiab Took $BABA [--] yrs to change $MSFT [--] yrs" [X Link](https://x.com/lloydjamesross/status/2017706128457797790) 2026-01-31T21:06Z [----] followers, [---] engagements "@Mr_Derivatives Entry Why. 🤷🏻♂" [X Link](https://x.com/lloydjamesross/status/2017719141822828788) 2026-01-31T21:58Z [----] followers, [--] engagements "@sharpone74 @sweatystartup No evidence to support your position. Typical speculator" [X Link](https://x.com/lloydjamesross/status/2017732079392592223) 2026-01-31T22:49Z [----] followers, [--] engagements "$BABA will resume heavy buybacks here is my guess $BABA DOWN 10% I'm sure that 1B Chinese will stop buying on Taobao and Tmall because of tariffs 😅 https://t.co/eKOQbnM359 $BABA DOWN 10% I'm sure that 1B Chinese will stop buying on Taobao and Tmall because of tariffs 😅 https://t.co/eKOQbnM359" [X Link](https://x.com/lloydjamesross/status/1908230251047698773) 2025-04-04T18:48Z [----] followers, [----] engagements "@TKianidis @AJButton2 I can shunt mine into HK from my broker anytime. Its not a serious risk imo. It would suggest then that no foreign company is safe on a US exchange. I dont think thats the message they wish to send to the global business community" [X Link](https://x.com/lloydjamesross/status/1915195213284528569) 2025-04-24T00:04Z [----] followers, [--] engagements "@TKianidis @AJButton2 Polymetal International was re-listed on the Astana International Exchange (AIX) in Kazakhstan after being de-listed from London. Could you not trade them there. Or did the company go broke" [X Link](https://x.com/lloydjamesross/status/1915225619518152740) 2025-04-24T02:05Z [----] followers, [--] engagements "Short $TLS.AX Starlink direct to your unmodified phone with no new hardware required Starlink direct to your unmodified phone with no new hardware required" [X Link](https://x.com/lloydjamesross/status/1920678449833804076) 2025-05-09T03:13Z [----] followers, [---] engagements "So Pop Mart (a toy company) is valued at $362 billion While the worlds largest online retailer by GMV largest cloud provider in China and largest payment provider in the world (Alipay) $BABA is valued at $272 billion Make it make sense 🙃 http://9992.HK http://9992.HK" [X Link](https://x.com/lloydjamesross/status/1934366453786091623) 2025-06-15T21:44Z [----] followers, [----] engagements "Had a little punt on $9992.HK for fun after seeing the long lines for Labubu I can calculate the motions of the planets but I cannot calculate the madness of me - Sir Isaac Newton" [X Link](https://x.com/lloydjamesross/status/1958088354047881591) 2025-08-20T08:46Z [----] followers, [---] engagements "Portfolio update: YTD returns My portfolio: 22.8% S&P500: 9.63% $BRK.B 43.5% $BABA 41.9% $UNH 9.7% $WEB 4.7% $9992:HK 0.3% *not including cash https://twitter.com/i/web/status/1963374898946171058 https://twitter.com/i/web/status/1963374898946171058" [X Link](https://x.com/lloydjamesross/status/1963374898946171058) 2025-09-03T22:53Z [----] followers, [----] engagements "Bullish $CVX $CNQ Oil prices are up more than 7% over the past week on concerns of oil supply disruptions and as the "superglut" narrative dissipates https://t.co/G1FHX5Kxlu Oil prices are up more than 7% over the past week on concerns of oil supply disruptions and as the "superglut" narrative dissipates https://t.co/G1FHX5Kxlu" [X Link](https://x.com/lloydjamesross/status/2011136492501074212) 2026-01-13T18:01Z [----] followers, [---] engagements "Im long $oil 20% portfolio allocation" [X Link](https://x.com/lloydjamesross/status/2011265515881447882) 2026-01-14T02:34Z [----] followers, [---] engagements "$CNQ is a brilliant capital manager and allocator. Long term it will always do well. The culture is one of effective cost mgmt maximizing shareholder return and capital discipline in both acquiring and building their business and in products and projects that will never go out of style. https://twitter.com/i/web/status/2012067981908721800 https://twitter.com/i/web/status/2012067981908721800" [X Link](https://x.com/lloydjamesross/status/2012067981908721800) 2026-01-16T07:42Z [----] followers, [---] engagements "@TheRonnieVShow $MCO moat leaves these ones for dead imo" [X Link](https://x.com/lloydjamesross/status/2013108320148599052) 2026-01-19T04:36Z [----] followers, [--] engagements "@WillBiddy_ $UNP $UNH $CVX $JPM $SPGI" [X Link](https://x.com/lloydjamesross/status/2015170439333736860) 2026-01-24T21:10Z [----] followers, [---] engagements "Australias Housing Market Is About To Collapse The RBAs decision could trigger a correction that hits property owners hardest. Reply below holds the full link #housingmarket #rba #propertyprices #interestrates #australiainvesting" [X Link](https://x.com/lloydjamesross/status/2015697106430763416) 2026-01-26T08:03Z [----] followers, [---] engagements "Bitcoin Death Spiral Triggered By One Company One collapse could unleash a supply shock that vaporises the entire crypto market. In this new episode I show why MicroStrategys structure is a house of cards and what that means for your portfolio. #bitcoin #microstrategy #cryptomarket #debtbubble #cryptoinvesting https://twitter.com/i/web/status/2016376256049107154 https://twitter.com/i/web/status/2016376256049107154" [X Link](https://x.com/lloydjamesross/status/2016376256049107154) 2026-01-28T05:02Z [----] followers, [---] engagements "@sweatystartup The use case is dead. Inflation hedge No. Store of value No. Currency No. More like a risk on speculation more volatile than a leveraged Nasdaq ETF" [X Link](https://x.com/lloydjamesross/status/2017720454568611873) 2026-01-31T22:03Z [----] followers, 14.9K engagements "@MaxCrypto SP500 is hardly dumping 🙄" [X Link](https://x.com/lloydjamesross/status/2018237153361510672) 2026-02-02T08:16Z [----] followers, [---] engagements "@qiaoshen1972 @JustinvestToday Free cashflow yield is 16%" [X Link](https://x.com/lloydjamesross/status/2018844301359526386) 2026-02-04T00:29Z [----] followers, [--] engagements "@bowtiedstocks $CBA.AX hasnt materially grown earnings for [--] years ye the price has gone from $65 to $160 It has no real growth engines. And it has no business being the most expensive bank in the world in arguably one of the smallest markets" [X Link](https://x.com/lloydjamesross/status/1868219067666219189) 2024-12-15T08:58Z [----] followers, [---] engagements "Haha damn how is $BABA ($9988.HK) up 3% in HK right now Does it still lag even with current news impacting the business If so lag is strong" [X Link](https://x.com/lloydjamesross/status/1886233985992274094) 2025-02-03T02:03Z [----] followers, [---] engagements "$9988.HK $BABA Tell me again how the US market dictates the HK market for Alibaba 😂 Explanations welcome👇" [X Link](https://x.com/lloydjamesross/status/1888776578106311147) 2025-02-10T02:26Z [----] followers, [----] engagements "up at [---] it dictates that $BABA will gap up to maybe [---] tonight Unless the pull back happens quick. http://9988.HK http://9988.HK" [X Link](https://x.com/lloydjamesross/status/1910143066411032770) 2025-04-10T01:29Z [----] followers, [---] engagements "Here are the Chinese ADR Delisting facts [--]. $BABA is fungible and would trade on the Hong Kong market under its dual listing the share price would get killed but the underlying business would not. [--]. $PDD is domiciled in Ireland and is not fungible to HK but if forced to delist from Nasdaq it would move to OTC market until a swift listing in HK market. Share holders would still own Pinduoduo and Temu but the share price would get hammered down to $30 or so perhaps. The trick to China ADRs is to understand that some of these represent very strong and unstoppable businesses. Thats the key 🔑 to" [X Link](https://x.com/lloydjamesross/status/1910432332793938167) 2025-04-10T20:38Z [----] followers, 24.1K engagements "@CompoundinGirl $9988.HK price target or $BABA target" [X Link](https://x.com/lloydjamesross/status/1918457691867132208) 2025-05-03T00:08Z [----] followers, [---] engagements "$9988.HK up so keen to see where $BABA goes tonight Alibaba soars 17.2% in the first few hours of trading in @HKEXGroup after Friday's post ER pop in New York. Now trading at a 3% premium to the ADRs. Still not yet that oversold to warrant a pullback. Let's see if this can sustain until tomorrow. $BABA https://t.co/fUyhlrFb4d https://t.co/ncIzdGtBc4 Alibaba soars 17.2% in the first few hours of trading in @HKEXGroup after Friday's post ER pop in New York. Now trading at a 3% premium to the ADRs. Still not yet that oversold to warrant a pullback. Let's see if this can sustain until tomorrow." [X Link](https://x.com/lloydjamesross/status/1962355989027639323) 2025-09-01T03:25Z [----] followers, [----] engagements "Anyone selling $BABA to rotate into $JD $BIDU or anything else at all Doesnt understand the real BABA opportunity" [X Link](https://x.com/lloydjamesross/status/1966372168729796978) 2025-09-12T05:23Z [----] followers, 16.5K engagements "Canadian Natural Resources $CNQ Last [--] years Return on equity: 20%+ Dividend yield: 4-5% Div CAGR: 20%+ (25 years of div increases) Earnings growth rate: 13-14% P/E [--] Current price: $32.70 Price Target: $62 89% upside when oil recovers Further highlights: highly disciplined mgmt team long life low decay assets in oil sands natural gas optionality high level of share buybacks has outperformed super majors Catalyst 👉 oil recovery in [----] Warren Buffett has been on record that he thinks oil will go to $200 on next cycle. Position size in my portdolio: 8.7%" [X Link](https://x.com/lloydjamesross/status/2004697566345388132) 2025-12-26T23:35Z [----] followers, [---] engagements "@JontsMcKie @DudeWhoInvests Anyone would think earnings cratered with a 17% drawdown. But it marginally beat on earnings. Wider miss topline. But nothing to warrant -17% PE moves to 8" [X Link](https://x.com/lloydjamesross/status/2018691016463651032) 2026-02-03T14:20Z [----] followers, [--] engagements "@mondyinvest His bid for Anglo was likely a red flag to them 🚩 lucky they did not win it" [X Link](https://x.com/lloydjamesross/status/1879702309506351380) 2025-01-16T01:28Z [----] followers, [---] engagements "Why I am mega long $BABA 👇 $BABA Market cap: $415 billion E-commerce Rev growth: 10% Cloud growth: 25% Net margin: 14% ROE: 14% Cash: $58 billion Debt: $35 billion P/E multiple: 19x ____ $AMZN Market cap: $2.6 trillion E-commerce Rev growth: 10% Cloud growth: 20% Net Margin: 10% ROE: 25% Cash: $94 billion Debt: $159 billion P/E multiple: 37x ____ On a 37x multiple $BABA is $330 / share Almost 2x from here" [X Link](https://x.com/anyuser/status/1984419573521871003) 2025-11-01T00:37Z [----] followers, 21.2K engagements "And shares are up 🤣 how $ANZ $ANZ 14% profit drop a big miss on expectations $ANZ 14% profit drop a big miss on expectations" [X Link](https://x.com/lloydjamesross/status/1987666344058495267) 2025-11-09T23:39Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@lloydjamesross Lloyd James RossLloyd James Ross posts on X about $baba, baba, $cvx, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 53% finance 35% technology brands 25% cryptocurrencies 21% countries 8% travel destinations 3% currencies 2% automotive brands 2% exchanges 2% social networks 1%
Social topic influence $baba #6, baba #827, $cvx #61, ai 9%, $cnq #13, bitcoin 8%, $unp #13, bullish #758, business 6%, $pypl 5%
Top accounts mentioned or mentioned by @rhysdiab @ajbutton2 @justinvesttoday @chrisrinvesting @mrderivatives @willbiddy @leevalueroach @stevehanke @bowtiedstocks @sweatystartup @tkianidis @jimbosl75206881 @goldstandard555 @mmatters22596 @litcapital @mitchlim @optionscjp @borgcryptos @shahh @dyzob
Top assets mentioned Alibaba Group (BABA) Convex Finance (CVX) Canadian Natural Resources Limited (CNQ) Bitcoin (BTC) UNIPOLY (UNP) PayPal Holdings Inc (PYPL) Alphabet Inc Class A (GOOGL) UnitedHealth Group (UNH) Union Pacific Corporation (UNP) Uber Technologies, Inc. (UBER) Basis Cash (BAC) Amazon.com, Inc. (AMZN) Norfolk Southern Corp. (NSC) Morgan Stanley (MS) Lufax Holding Ltd (LU) American Express Company (AXP) Coca-Cola Co (KO) Ethereum (ETH)
Top posts by engagements in the last [--] hours
"$UNP $NSC merger will ultimately be approved even if only by [----]. Why ✅ Most of the STB board members are republicans and want to approve it ✅ Shareholders have unanimously approved it already ✅ Trump has given it his blessing ✅ And a rejection ❌ would NOT align with Trumps current empire-building culture. BREAKING: The U.S. Surface Transportation Board has rejected Union Pacific and Norfolk Southerns initial merger application as incomplete telling the two railroads that if they want to become North Americas largest railroad theyll need to try again https://t.co/Ji0nOetkbV BREAKING: The"
X Link 2026-01-17T06:05Z [----] followers, [---] engagements
"@MMatters22596 $CNQ and $CVX better imo"
X Link 2026-01-19T01:24Z [----] followers, [---] engagements
"A few things Ive learned from my Dad [--]. Never leave the substance to chase the shadow. [--]. Hasten slowly. [--]. The quality remains long after the price is forgotten. [--]. If you cant wear it or eat it rent it [--]. Be at the bottom or the top but not in the middle [--]. Walk with kings but keep the common touch [--]. Success is largely a matter of hanging on when others let go [--]. Money makes money [--]. Do your best. And your best is enough. [--]. 90% of success in life is just showing up [--]. Promote yourself because no one else is going to [--]. It takes [--] yrs to be an overnight success [--]. Show up early. Stay"
X Link 2026-01-27T08:55Z [----] followers, [---] engagements
"Youre Bleeding Money On Convenience Daily coffees brand names and Uber Eats are draining your income faster than you realise. #spendinghabits #trackyourmoney #financialdiscipline #moneywaste #budgeting"
X Link 2026-01-30T08:55Z [----] followers, [---] engagements
"Bullish $BABA @litcapital AHEM https://t.co/UdTl6wskhK @litcapital AHEM https://t.co/UdTl6wskhK"
X Link 2026-01-31T10:54Z [----] followers, [----] engagements
"Oil will be the most likely thing to spike next BTC is garbage 🗑 🔥 If Bitcoin follows silver BTC is going to $400000 in [----] 🚀 https://t.co/sli4sC4kmx If Bitcoin follows silver BTC is going to $400000 in [----] 🚀 https://t.co/sli4sC4kmx"
X Link 2026-01-31T22:20Z [----] followers, [---] engagements
"@AJButton2 Haha specifically $CNQ and $CVX 🤣"
X Link 2026-01-31T22:48Z [----] followers, [---] engagements
"Bullish $BABA $BABA : INDIA'S GOVERNMENT CENTRAL BANK IN TALKS WITH ANT INTERNATIONAL ABOUT ALLOWING ALIPAY+ TO BE LINKED TO INDIA'S DIGITAL PAYMENTS SYSTEM FOR CROSS-BORDER TRANSACTIONS - SOURCES https://t.co/6mxtgzAouJ $BABA : INDIA'S GOVERNMENT CENTRAL BANK IN TALKS WITH ANT INTERNATIONAL ABOUT ALLOWING ALIPAY+ TO BE LINKED TO INDIA'S DIGITAL PAYMENTS SYSTEM FOR CROSS-BORDER TRANSACTIONS - SOURCES https://t.co/6mxtgzAouJ"
X Link 2026-02-02T09:17Z [----] followers, [----] engagements
"Norbert Lou owns $43 million in $PYPL too 13% of his portfolio. Wonder what his intentions are with this business To be fair. - The misses werent huge. - The FCF and buybacks are helpful. The market desires growth at all costs. - New CEO is a positive move. - Venmo is a verb. - Growth is still there in users. Just not fast. I think it can recover to $80+ over next [--] mths. Could also be acquired for that and pop instantly too. Sell off is brutal but probably out of anger and impatience. The biz isnt dead. https://twitter.com/i/web/status/2018678794262090065"
X Link 2026-02-03T13:31Z [----] followers, 18K engagements
"@mitch_lim Same. $BABA fell from $300 to $59 🤣"
X Link 2026-02-03T13:36Z [----] followers, [---] engagements
"@JustinvestToday It can still carve out growth FCF and buybacks. It may never get back to $270 / share but it can still recover from here"
X Link 2026-02-03T13:47Z [----] followers, [---] engagements
"@rhysdiab Agree. If earnings and FCF got truly hammered Id concede that it was a value trap. But the multiple is compressing with this sell off. Ive learned never to sell out of impatience post earnings dump. Almost always a bad idea"
X Link 2026-02-03T13:54Z [----] followers, [----] engagements
"@Mr_Derivatives -16.3% and recovering"
X Link 2026-02-03T14:20Z [----] followers, [---] engagements
"An asset produces cash flow. A stock pays dividends a property can generate rent. Bitcoin does none of these things. Its value comes from one thing: the belief that someone else will buy it for a higher price. Thats not an investment its a religion. And you're the exit liquidity. Reply below has the full link https://twitter.com/i/web/status/2018777220538376364 https://twitter.com/i/web/status/2018777220538376364"
X Link 2026-02-03T20:02Z [----] followers, [---] engagements
"Wild $pypl PayPal (2016 - 2026) - Revenue: $10.8B - $32.8B (3x) - Gross Profit: $5.1B - $13.7B (2.7x) - Operating Profit: $1.6B - $6.1B (3.8x) - Share Price: $41 - $42 (flat) Unreal. $PYPL PayPal (2016 - 2026) - Revenue: $10.8B - $32.8B (3x) - Gross Profit: $5.1B - $13.7B (2.7x) - Operating Profit: $1.6B - $6.1B (3.8x) - Share Price: $41 - $42 (flat) Unreal. $PYPL"
X Link 2026-02-03T20:14Z [----] followers, [---] engagements
"@optionscjp $pypl $10-$15 🤣 be like 3x earnings Would be acquired before then"
X Link 2026-02-03T20:15Z [----] followers, [----] engagements
"@Borg_Cryptos Oil aint"
X Link 2026-02-04T04:40Z [----] followers, [---] engagements
"The Hidden Risk That Could Crash Bitcoin Overnight Debt magnifies losses and forced selling creates a ticking time bomb for holders. Get out before it blows. #bitcoin #microstrategy #flashcrash #cryptoinvesting #debtcrisis"
X Link 2026-02-04T08:31Z [----] followers, [---] engagements
"$GOOG 47% cloud growth is a glimpse into the future for $BABA cloud growth. Morgan Stanley expects $BABA to capture 40% of Chinas incremental AI cloud spending over the next [--] years. Thats more than Huawei Bytedance Tencent and AWS China combined. https://t.co/fXBPGY1gyA Morgan Stanley expects $BABA to capture 40% of Chinas incremental AI cloud spending over the next [--] years. Thats more than Huawei Bytedance Tencent and AWS China combined. https://t.co/fXBPGY1gyA"
X Link 2026-02-04T21:40Z [----] followers, [----] engagements
"@WillBiddy_ SP500 at 30x multiple too. With laggards included in it. $GOOG makes more sense for same multiple atm"
X Link 2026-02-04T23:41Z [----] followers, [----] engagements
"After playing around with WeChat again for the first time in years I realize it seems clunky and hasnt really been updated all that much for last [--] yrs. I feel as though QWEN app from $BABA could become a new super app in China Will Tencent fight back Yep. But I do think BABA will take super app share with their AI driven super app offer. Is there a switching cost Sure. But I dont think its too high. $BABA : Jack Ma appeared at the Qwen Spring Festival project team office located at Alibaba's headquarters. https://t.co/qfRHJBLuBh $BABA : Jack Ma appeared at the Qwen Spring Festival project"
X Link 2026-02-05T00:10Z [----] followers, [----] engagements
"@ChrisRinvesting The appeal is not just the messaging. Its the banking utilities payments travel etc too"
X Link 2026-02-05T03:08Z [----] followers, [--] engagements
"How Bitcoin Could Fall To $10000 Mathematics shows why debt and forced selling could wipe out BTC. Suddenly boom your holdings are worthless. #bitcoin #btcprice #microstrategy #cryptocrash #debtbubble"
X Link 2026-02-05T07:03Z [----] followers, [---] engagements
"MicroStrategys Ponzi Model Exposed Borrowing billions to buy Bitcoin creates the same spiral that will cause its collapse. Be careful. Reply below holds the full link #microstrategy #bitcoin #ponzischeme #cryptorisk #debtspiral"
X Link 2026-02-05T08:21Z [----] followers, [---] engagements
"$BTC will collapse before USD We are witnessing the early stages of the fiat currency systems collapse. We are witnessing the early stages of the fiat currency systems collapse"
X Link 2026-02-05T12:35Z [----] followers, [----] engagements
"Anyone got any kidneys left HODL HODL"
X Link 2026-02-05T19:28Z [----] followers, [---] engagements
"@leevalueroach Im beginning to like $PYPL"
X Link 2026-02-05T19:28Z [----] followers, [---] engagements
"@shahh $PYPL owning [--] of them"
X Link 2026-02-08T08:03Z [----] followers, [---] engagements
"@dyz_ob I made it harder than I should have. Holding onto $BABA coupled with a big special divvy from $LU (55%) helped me edge ahead 🤣 Mistakes: [--]. Selling $PDD too early [--]. Not buying enough $GOOG [--]. Selling $C too early [--]. Sucked thumb on $AXP at $292"
X Link 2026-01-01T02:40Z [----] followers, [---] engagements
"@AJButton2 $UNP $CVX are my US stalwarts. I think $UNH is a good deal based on its growth rates. Software credit ratings payments etc look tricky. Banks seems fine. $BAC not a bad deal 1.4x book $KO was ok at $66 recently but difficult to know growth path"
X Link 2026-02-04T11:27Z [----] followers, [---] engagements
"$CNQ up 17% $CVX up 10% $UNP up 8% $BABA up 1% In the last [--] wks (so far) Since all-time highs: Bitcoin down 50% Ethereum down 60% Gold down 15% Silver down 40% Strategy down 75% Palantir down 35% https://t.co/Wd5LZMYCCh Since all-time highs: Bitcoin down 50% Ethereum down 60% Gold down 15% Silver down 40% Strategy down 75% Palantir down 35% https://t.co/Wd5LZMYCCh"
X Link 2026-02-05T20:37Z [----] followers, [---] engagements
"@leevalueroach $UNP $CVX rail n oil"
X Link 2026-02-08T22:13Z [----] followers, [---] engagements
"This is the top Guess which tax is coming Anthony Albanese has been quietly cashing out of his own investment portfolio selling a range of properties for above the prices he paid. Guess which tax is coming Anthony Albanese has been quietly cashing out of his own investment portfolio selling a range of properties for above the prices he paid"
X Link 2026-02-09T06:40Z [----] followers, [---] engagements
"YTD returns My portfolio: 2.97% SP500: 1.27% Portfolio position weightings: Alibaba $BABA 39.1% Chevron $CVX 15.8% Union Pacific $UNP 14.7% Canadian Natural Resources $CNQ 11.9% UnitedHealth Group $UNH 10.7% Alphabet $GOOG 4.2% Web Travel Group $WEB 3.3%"
X Link 2026-02-09T11:33Z [----] followers, [---] engagements
"Bullish $BABA $BABA : Alibaba Cloud's market share driven by AI has expanded to 36%. https://t.co/QmQKaaD0Vu $BABA : Alibaba Cloud's market share driven by AI has expanded to 36%. https://t.co/QmQKaaD0Vu"
X Link 2026-02-11T11:10Z [----] followers, [----] engagements
"Bullish $BABA $BABA : Alibaba Qwen completed over one million bubble tea orders with the participation page experiencing temporary slowdowns. https://t.co/AZOoSWgUAQ $BABA : Alibaba Qwen completed over one million bubble tea orders with the participation page experiencing temporary slowdowns. https://t.co/AZOoSWgUAQ"
X Link 2026-02-06T04:00Z [----] followers, [----] engagements
"Buffett starting to lick his lips with $380 billion dry powder as the tech market melts BREAKING: Amazon stock $AMZN falls -10% after reporting Q4 [----] earnings. It's now down -15% on the day including its regular hours move. https://t.co/pkzYdSS9No BREAKING: Amazon stock $AMZN falls -10% after reporting Q4 [----] earnings. It's now down -15% on the day including its regular hours move. https://t.co/pkzYdSS9No"
X Link 2026-02-06T04:02Z [----] followers, [---] engagements
"Protect Your Super From The AI Bubble Everyones piling into AI like its a sure thing. In this new episode I show why its already a bubble and what that means for your super. #aibubble #openai #superfunds #investmentrisk #michaelburry"
X Link 2026-02-06T08:30Z [----] followers, [---] engagements
"Correct ☑ The entire crypto space could go to zero and vanish off the face of the earth and nothing would really change for 99.9% of people That's how you know this industry has been a colossal failure The entire crypto space could go to zero and vanish off the face of the earth and nothing would really change for 99.9% of people That's how you know this industry has been a colossal failure"
X Link 2026-02-06T12:02Z [----] followers, [---] engagements
"Highly sophisticated punter I think about him often https://t.co/v3y5VilhyG I think about him often https://t.co/v3y5VilhyG"
X Link 2026-02-06T12:15Z [----] followers, [---] engagements
"The Dirty Secret Of AI Profits Circular money schemes make companies look profitable when no real value is created. Be careful. #aibubble #vendorfinancing #nvidia #openai #dotcombubble"
X Link 2026-02-06T23:31Z [----] followers, [---] engagements
"Bullish $BABA ELON: WITHOUT A BREAKTHROUGH CHINA WILL DOMINATE IN ENERGY Question: It sounds like without a humanoid or recursive breakthrough in the next few years China will dominate the entire manufacturing energy and raw materials chain whether its AI EVs or humanoids. https://t.co/S5adGd7kLj ELON: WITHOUT A BREAKTHROUGH CHINA WILL DOMINATE IN ENERGY Question: It sounds like without a humanoid or recursive breakthrough in the next few years China will dominate the entire manufacturing energy and raw materials chain whether its AI EVs or humanoids. https://t.co/S5adGd7kLj"
X Link 2026-02-07T06:11Z [----] followers, [---] engagements
"Ticks all the boxes ☑ Heres a concise summary of One Nations current policies per their website. Even if you dont agree with some or all of them you should be able to see how many would resonate with a growing number of Australians. Immigration: Cut net migration to 130k/per year (from Heres a concise summary of One Nations current policies per their website. Even if you dont agree with some or all of them you should be able to see how many would resonate with a growing number of Australians. Immigration: Cut net migration to 130k/per year (from"
X Link 2026-02-07T10:23Z [----] followers, [---] engagements
"The Daily Spending Habits That Keep You Broke Half your earnings are vanishing on food transport and convenience without you even noticing. #spendinghabits #personalfinance #moneytips #financialfreedom #budgeting"
X Link 2026-02-09T08:08Z [----] followers, [---] engagements
"Selling What People Dont Need Wont Make You Rich Most people are pushing products instead of solving problems. Thats why they never build lasting wealth. #sales #wealthbuilding #businessstrategy #entrepreneurship #sustainablegrowth"
X Link 2026-02-10T08:02Z [----] followers, [---] engagements
"I have built substantial positions in $CVX and $CNQ for the fact that oil prices will head to $100+ And $UNP for the fact that rail will become more economical for transport as that happens All are up double digits YTD The breakout in the rails over the past couple of weeks is certainly supportive of the case for stronger economic growth through the year. Higher oils prices will only re-enforce their competitive position. We bought $CP The breakout in the rails over the past couple of weeks is certainly supportive of the case for stronger economic growth through the year. Higher oils prices"
X Link 2026-02-11T00:10Z [----] followers, [---] engagements
"😂😂😂 When you bought Bitcoin at $69000 in [----] and sold at $16000 and you bought again at $126000 and sold at $60000. https://t.co/DZmYdTDiHy When you bought Bitcoin at $69000 in [----] and sold at $16000 and you bought again at $126000 and sold at $60000. https://t.co/DZmYdTDiHy"
X Link 2026-02-11T12:00Z [----] followers, [---] engagements
"Buy $BABA for $400 billion *get $1 trillion asset for free $BABA just a reminder that $BABA's Qwen which is their equivalent to ChatGPT is given zero value right now to their market cap. zero $BABA's current market cap is $364 Billion. Anthropic which is one product is valued at $350 Billion alone OpenAi will arguably IPO this year $BABA just a reminder that $BABA's Qwen which is their equivalent to ChatGPT is given zero value right now to their market cap. zero $BABA's current market cap is $364 Billion. Anthropic which is one product is valued at $350 Billion alone OpenAi will arguably IPO"
X Link 2026-02-12T04:09Z [----] followers, [----] engagements
"Why The AI Bubble Will Pop Theres no path to profitability and demand isnt delivering. The maths dont work. #aibubble #profitability #chatgpt #investmentrisk #speculation"
X Link 2026-02-12T08:28Z [----] followers, [---] engagements
"Commonwealth Bank $CBA.AX Market cap: $300 billion TAM: Australia (25 million) Product: Residential mortgages P/E ratio: 29x Yield: 2.7% _____ Bank of America $BAC Market cap: $393 billion TAM: United States of America (350 million) Products: Mortgages Investment Banking Wealth Mgmt Global Banking P/E ratio: 14x Yield: 2.04% Which bank 👇 https://twitter.com/i/web/status/2021898586628534320 https://twitter.com/i/web/status/2021898586628534320"
X Link 2026-02-12T10:46Z [----] followers, [---] engagements
"But this cant happen in Australia Toronto condo prices are 9% below pre-COVID prices Average Price Feb 2020: $666K Jan 2026: $605K Toronto condo prices are 9% below pre-COVID prices Average Price Feb 2020: $666K Jan 2026: $605K"
X Link 2026-02-12T11:12Z [----] followers, [---] engagements
"Oil = currency"
X Link 2026-02-12T12:46Z [----] followers, [--] engagements
"@KoyfinCharts I still remember when this new kid invested for Atlassian founder and put money into $ZM and $ADBE and got sacked a year after this article. AI took everyone by surprise software got hammered"
X Link 2026-01-21T03:42Z [----] followers, [----] engagements
"$BABA up 5.3% pre market"
X Link 2026-01-22T09:59Z [----] followers, [---] engagements
"@nataninvesting Quality Price"
X Link 2026-01-22T22:40Z [----] followers, [---] engagements
"The great reset is coming. $crudeoil Most will be shocked. You shouldnt be. Crude oil target $400-$500 once we breakout. https://t.co/WQ1OVzzjYD Most will be shocked. You shouldnt be. Crude oil target $400-$500 once we breakout. https://t.co/WQ1OVzzjYD"
X Link 2026-01-24T22:22Z [----] followers, [---] engagements
"Bullish $OIL Oil . talk to an inside contact who is a CFO of a shale company . The industry thinks $100 to $200 per barrel is likely within the next [--] to [--] months Oil . talk to an inside contact who is a CFO of a shale company . The industry thinks $100 to $200 per barrel is likely within the next [--] to [--] months"
X Link 2026-01-27T00:56Z [----] followers, [---] engagements
"@GodsBurnt Same as real estate"
X Link 2026-01-29T06:06Z [----] followers, [---] engagements
"@barkmeta Gold is an illusion then if its priced in USD b/c USD is worthless"
X Link 2026-01-29T06:10Z [----] followers, [---] engagements
"@steve_hanke Gold is priced in that same currency that is going to hell"
X Link 2026-01-29T06:12Z [----] followers, [----] engagements
"@CalltoActivism Weird. This moreso warrants dropping rates rather that holding"
X Link 2026-01-29T06:53Z [----] followers, [---] engagements
"If your wages rose 13% this year Or your businesses increased prices by 13% You have lost nothing. Inflation is not merely the fall in purchasing power of fiat but a net fall after a nominal increase in earning power. Dollar falls 13% Stocks rise 13% Flat gains. Its a two way street this inflation thing. S&P [---] ATH IS FAKE GOLD ATH IS FAKE BTC ATH IS FAKE Most people don't understand this but all of these bull rallies are FAKE. Because everything is priced in US dollars. And $USD lost about 13% of its value during [----]. So here's what those "ATHs" look like in real terms."
X Link 2026-01-29T09:39Z [----] followers, [---] engagements
"@HereForPatriots @steve_hanke Why If gold is the new currency my clients and customers will pay me in gold. Every single day of the wk. My gold accumulation will be endless"
X Link 2026-01-29T19:12Z [----] followers, [--] engagements
"$GOOG stretching its legs now with AI dominance. 🚨 BREAKING: Google DeepMind just dropped Project Genie and it quietly kills the entire game development industry ☠ You type a prompt. It generates an infinite explorable 3D world in real-time. This changes everything https://t.co/FdryNOTqxk 🚨 BREAKING: Google DeepMind just dropped Project Genie and it quietly kills the entire game development industry ☠ You type a prompt. It generates an infinite explorable 3D world in real-time. This changes everything https://t.co/FdryNOTqxk"
X Link 2026-01-31T00:09Z [----] followers, [---] engagements
"@rhysdiab Sentiment can take years to change. This is the price of entry for margin of safety. Imagine buying it on July 12th 2021"
X Link 2026-01-31T00:11Z [----] followers, [---] engagements
"@bowtiedstocks Theyll stop using Uber eats and travelling biz class. Should do it"
X Link 2026-01-31T10:56Z [----] followers, [---] engagements
"@SooYes Reeks of leverage and greed"
X Link 2026-01-31T21:05Z [----] followers, [--] engagements
"@KissGeg @rhysdiab Took $BABA [--] yrs to change $MSFT [--] yrs"
X Link 2026-01-31T21:06Z [----] followers, [---] engagements
"@Mr_Derivatives Entry Why. 🤷🏻♂"
X Link 2026-01-31T21:58Z [----] followers, [--] engagements
"@sharpone74 @sweatystartup No evidence to support your position. Typical speculator"
X Link 2026-01-31T22:49Z [----] followers, [--] engagements
"$BABA will resume heavy buybacks here is my guess $BABA DOWN 10% I'm sure that 1B Chinese will stop buying on Taobao and Tmall because of tariffs 😅 https://t.co/eKOQbnM359 $BABA DOWN 10% I'm sure that 1B Chinese will stop buying on Taobao and Tmall because of tariffs 😅 https://t.co/eKOQbnM359"
X Link 2025-04-04T18:48Z [----] followers, [----] engagements
"@TKianidis @AJButton2 I can shunt mine into HK from my broker anytime. Its not a serious risk imo. It would suggest then that no foreign company is safe on a US exchange. I dont think thats the message they wish to send to the global business community"
X Link 2025-04-24T00:04Z [----] followers, [--] engagements
"@TKianidis @AJButton2 Polymetal International was re-listed on the Astana International Exchange (AIX) in Kazakhstan after being de-listed from London. Could you not trade them there. Or did the company go broke"
X Link 2025-04-24T02:05Z [----] followers, [--] engagements
"Short $TLS.AX Starlink direct to your unmodified phone with no new hardware required Starlink direct to your unmodified phone with no new hardware required"
X Link 2025-05-09T03:13Z [----] followers, [---] engagements
"So Pop Mart (a toy company) is valued at $362 billion While the worlds largest online retailer by GMV largest cloud provider in China and largest payment provider in the world (Alipay) $BABA is valued at $272 billion Make it make sense 🙃 http://9992.HK http://9992.HK"
X Link 2025-06-15T21:44Z [----] followers, [----] engagements
"Had a little punt on $9992.HK for fun after seeing the long lines for Labubu I can calculate the motions of the planets but I cannot calculate the madness of me - Sir Isaac Newton"
X Link 2025-08-20T08:46Z [----] followers, [---] engagements
"Portfolio update: YTD returns My portfolio: 22.8% S&P500: 9.63% $BRK.B 43.5% $BABA 41.9% $UNH 9.7% $WEB 4.7% $9992:HK 0.3% *not including cash https://twitter.com/i/web/status/1963374898946171058 https://twitter.com/i/web/status/1963374898946171058"
X Link 2025-09-03T22:53Z [----] followers, [----] engagements
"Bullish $CVX $CNQ Oil prices are up more than 7% over the past week on concerns of oil supply disruptions and as the "superglut" narrative dissipates https://t.co/G1FHX5Kxlu Oil prices are up more than 7% over the past week on concerns of oil supply disruptions and as the "superglut" narrative dissipates https://t.co/G1FHX5Kxlu"
X Link 2026-01-13T18:01Z [----] followers, [---] engagements
"Im long $oil 20% portfolio allocation"
X Link 2026-01-14T02:34Z [----] followers, [---] engagements
"$CNQ is a brilliant capital manager and allocator. Long term it will always do well. The culture is one of effective cost mgmt maximizing shareholder return and capital discipline in both acquiring and building their business and in products and projects that will never go out of style. https://twitter.com/i/web/status/2012067981908721800 https://twitter.com/i/web/status/2012067981908721800"
X Link 2026-01-16T07:42Z [----] followers, [---] engagements
"@TheRonnieVShow $MCO moat leaves these ones for dead imo"
X Link 2026-01-19T04:36Z [----] followers, [--] engagements
"@WillBiddy_ $UNP $UNH $CVX $JPM $SPGI"
X Link 2026-01-24T21:10Z [----] followers, [---] engagements
"Australias Housing Market Is About To Collapse The RBAs decision could trigger a correction that hits property owners hardest. Reply below holds the full link #housingmarket #rba #propertyprices #interestrates #australiainvesting"
X Link 2026-01-26T08:03Z [----] followers, [---] engagements
"Bitcoin Death Spiral Triggered By One Company One collapse could unleash a supply shock that vaporises the entire crypto market. In this new episode I show why MicroStrategys structure is a house of cards and what that means for your portfolio. #bitcoin #microstrategy #cryptomarket #debtbubble #cryptoinvesting https://twitter.com/i/web/status/2016376256049107154 https://twitter.com/i/web/status/2016376256049107154"
X Link 2026-01-28T05:02Z [----] followers, [---] engagements
"@sweatystartup The use case is dead. Inflation hedge No. Store of value No. Currency No. More like a risk on speculation more volatile than a leveraged Nasdaq ETF"
X Link 2026-01-31T22:03Z [----] followers, 14.9K engagements
"@MaxCrypto SP500 is hardly dumping 🙄"
X Link 2026-02-02T08:16Z [----] followers, [---] engagements
"@qiaoshen1972 @JustinvestToday Free cashflow yield is 16%"
X Link 2026-02-04T00:29Z [----] followers, [--] engagements
"@bowtiedstocks $CBA.AX hasnt materially grown earnings for [--] years ye the price has gone from $65 to $160 It has no real growth engines. And it has no business being the most expensive bank in the world in arguably one of the smallest markets"
X Link 2024-12-15T08:58Z [----] followers, [---] engagements
"Haha damn how is $BABA ($9988.HK) up 3% in HK right now Does it still lag even with current news impacting the business If so lag is strong"
X Link 2025-02-03T02:03Z [----] followers, [---] engagements
"$9988.HK $BABA Tell me again how the US market dictates the HK market for Alibaba 😂 Explanations welcome👇"
X Link 2025-02-10T02:26Z [----] followers, [----] engagements
"up at [---] it dictates that $BABA will gap up to maybe [---] tonight Unless the pull back happens quick. http://9988.HK http://9988.HK"
X Link 2025-04-10T01:29Z [----] followers, [---] engagements
"Here are the Chinese ADR Delisting facts [--]. $BABA is fungible and would trade on the Hong Kong market under its dual listing the share price would get killed but the underlying business would not. [--]. $PDD is domiciled in Ireland and is not fungible to HK but if forced to delist from Nasdaq it would move to OTC market until a swift listing in HK market. Share holders would still own Pinduoduo and Temu but the share price would get hammered down to $30 or so perhaps. The trick to China ADRs is to understand that some of these represent very strong and unstoppable businesses. Thats the key 🔑 to"
X Link 2025-04-10T20:38Z [----] followers, 24.1K engagements
"@CompoundinGirl $9988.HK price target or $BABA target"
X Link 2025-05-03T00:08Z [----] followers, [---] engagements
"$9988.HK up so keen to see where $BABA goes tonight Alibaba soars 17.2% in the first few hours of trading in @HKEXGroup after Friday's post ER pop in New York. Now trading at a 3% premium to the ADRs. Still not yet that oversold to warrant a pullback. Let's see if this can sustain until tomorrow. $BABA https://t.co/fUyhlrFb4d https://t.co/ncIzdGtBc4 Alibaba soars 17.2% in the first few hours of trading in @HKEXGroup after Friday's post ER pop in New York. Now trading at a 3% premium to the ADRs. Still not yet that oversold to warrant a pullback. Let's see if this can sustain until tomorrow."
X Link 2025-09-01T03:25Z [----] followers, [----] engagements
"Anyone selling $BABA to rotate into $JD $BIDU or anything else at all Doesnt understand the real BABA opportunity"
X Link 2025-09-12T05:23Z [----] followers, 16.5K engagements
"Canadian Natural Resources $CNQ Last [--] years Return on equity: 20%+ Dividend yield: 4-5% Div CAGR: 20%+ (25 years of div increases) Earnings growth rate: 13-14% P/E [--] Current price: $32.70 Price Target: $62 89% upside when oil recovers Further highlights: highly disciplined mgmt team long life low decay assets in oil sands natural gas optionality high level of share buybacks has outperformed super majors Catalyst 👉 oil recovery in [----] Warren Buffett has been on record that he thinks oil will go to $200 on next cycle. Position size in my portdolio: 8.7%"
X Link 2025-12-26T23:35Z [----] followers, [---] engagements
"@JontsMcKie @DudeWhoInvests Anyone would think earnings cratered with a 17% drawdown. But it marginally beat on earnings. Wider miss topline. But nothing to warrant -17% PE moves to 8"
X Link 2026-02-03T14:20Z [----] followers, [--] engagements
"@mondyinvest His bid for Anglo was likely a red flag to them 🚩 lucky they did not win it"
X Link 2025-01-16T01:28Z [----] followers, [---] engagements
"Why I am mega long $BABA 👇 $BABA Market cap: $415 billion E-commerce Rev growth: 10% Cloud growth: 25% Net margin: 14% ROE: 14% Cash: $58 billion Debt: $35 billion P/E multiple: 19x ____ $AMZN Market cap: $2.6 trillion E-commerce Rev growth: 10% Cloud growth: 20% Net Margin: 10% ROE: 25% Cash: $94 billion Debt: $159 billion P/E multiple: 37x ____ On a 37x multiple $BABA is $330 / share Almost 2x from here"
X Link 2025-11-01T00:37Z [----] followers, 21.2K engagements
"And shares are up 🤣 how $ANZ $ANZ 14% profit drop a big miss on expectations $ANZ 14% profit drop a big miss on expectations"
X Link 2025-11-09T23:39Z [----] followers, [----] engagements
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/creator/x::lloydjamesross