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# ![@pandawatch88 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1558733876176232448.png) @pandawatch88 goldenlabubuwatch

goldenlabubuwatch posts on X about china, $3888hk, money, baba 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::1558733876176232448/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1558733876176232448/c:line/m:interactions.svg)

- X Week XXXXXX +179%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +29%
- X Year XXXXXXXXX +195%

### Mentions: XX [#](/creator/twitter::1558733876176232448/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1558733876176232448/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX -XXXX%
- X Year XXXXX +104%

### Followers: XXXXX [#](/creator/twitter::1558733876176232448/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1558733876176232448/c:line/m:followers.svg)

- X Week XXXXX +2.30%
- X Month XXXXX +12%
- X Months XXXXX +58%
- X Year XXXXX +196%

### CreatorRank: XXXXXXX [#](/creator/twitter::1558733876176232448/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1558733876176232448/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1558733876176232448/influence)
---

**Social category influence**
[countries](/list/countries)  XXXX% [finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX% [currencies](/list/currencies)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[china](/topic/china) #2638, [$3888hk](/topic/$3888hk) #3, [money](/topic/money) 0.68%, [baba](/topic/baba) #1307, [stocks](/topic/stocks) 0.51%, [$hood](/topic/$hood) #847, [beijing](/topic/beijing) #223, [microsoft](/topic/microsoft) 0.34%, [market cap](/topic/market-cap) #2370, [make money](/topic/make-money) #84

**Top accounts mentioned or mentioned by**
[@aceboy8844](/creator/undefined) [@reticulosaurus](/creator/undefined) [@valuepraya](/creator/undefined) [@chrisrinvesting](/creator/undefined) [@1lemonaday](/creator/undefined) [@capitalatrisk23](/creator/undefined) [@notcryptonative](/creator/undefined) [@akl_019](/creator/undefined) [@investingichina](/creator/undefined) [@maiuspartners](/creator/undefined) [@dragoninvest470](/creator/undefined) [@jjnews002](/creator/undefined) [@lowalphahighvol](/creator/undefined) [@multifolio](/creator/undefined) [@globalstockpick](/creator/undefined) [@mikefritzell](/creator/undefined) [@achillesdes](/creator/undefined) [@mxschumacher](/creator/undefined) [@liqianren](/creator/undefined) [@zoomyzoomm](/creator/undefined)

**Top assets mentioned**
[Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Microsoft Corp. (MSFT)](/topic/microsoft) [Crypto Sports (CSPN)](/topic/crypto-sports) [Applovin Corporation (APP)](/topic/applovin) [Shopify Inc (SHOP)](/topic/$shop) [Spotify Technology (SPOT)](/topic/$spot) [Yum China Holdings, Inc. Common Stock (YUMC)](/topic/$yumc) [Texas Instruments (TXN)](/topic/texas-instruments) [Fastenal Company (FAST)](/topic/$fast) [Alibaba Group (BABA)](/topic/$baba)
### Top Social Posts [#](/creator/twitter::1558733876176232448/posts)
---
Top posts by engagements in the last XX hours

"Gamble peasant gamble Your neighbour is getting rich why you so poor why wife no hermes kelly why you no ticket to US open and NYC usd1k hotel room with fiji plastic bottle Gamble moarr now ok"  
[X Link](https://x.com/pandawatch88/status/1978098127799226450) [@pandawatch88](/creator/x/pandawatch88) 2025-10-14T13:58Z 4413 followers, 3758 engagements


"For tradewar tealeaves enjoyors today's pic of Tim Apple meeting Wang is being pumped by every China government news outlet on X from China Daily to Global times plus X more of them plus retweeted by consulates and ambassador to US etc. I always find it funny that in public the China vs US style is so different but then when the rubber hits the road behind close doors the style may not be too dissimilar. In public Chinese officials have no problem taking pics with Tim Apple Melon Musk Evan Greenberg or Dalio while for US officials a pic with the CATL or Xiaomi founder is like kryptonite."  
[X Link](https://x.com/pandawatch88/status/1979040237205753917) [@pandawatch88](/creator/x/pandawatch88) 2025-10-17T04:22Z 4414 followers, 3252 engagements


"Kuaishou and Wuxi Apptec raising from the ashes in 2025. Beauty Farm small stonk pumping. Moutai still holding at 20x PE despite the double whammy of buyers stuffed and party-not-party regulation enforcement (last time around in 2014 - life is a flat circle - it got to 10-12x PE and price proceeded to 10x from there). Imagine they get serious about buybacks with all that cash"  
[X Link](https://x.com/pandawatch88/status/1949105398679744814) [@pandawatch88](/creator/x/pandawatch88) 2025-07-26T13:51Z 4414 followers, 1488 engagements


"Mobvista up XXX% in XX days because apparently it is now the Applovin of China Vobile up XX% because it is The Trade Desk and Weimob follows suit up XX% today because it is now Shopify. Bored people finding 2nd derivatives are a powerful force in markets"  
[X Link](https://x.com/pandawatch88/status/1856932469725118808) [@pandawatch88](/creator/x/pandawatch88) 2024-11-14T05:29Z 4410 followers, 3522 engagements


"@Citrini7 Since when one cannot trade on robinhood from prison This is news to me"  
[X Link](https://x.com/pandawatch88/status/1978488400882872381) [@pandawatch88](/creator/x/pandawatch88) 2025-10-15T15:49Z 4413 followers, XXX engagements


"Important chart (for me): paying ratio. (I actually don't care about the ratio I care that they pay). Then lets look at ARPUs: -TME and Meitu subscribers pay like usd2 a month. -Kingsoft WPS (not in the chart) also around usd2 a month. Is that litlle or a lot Let's see: -One year of microsoft and spotify in the US costs usd220 vs one year of WPS and tencent music in China costs usd40. China XX% cheaper. -millennials in China are paying usd35k for the cheap version of the Xiaomi YU7 and the same guys in the US are paying usd45k for the cheap version of Tesla YChina is XX% cheaper. People are"  
[X Link](https://x.com/pandawatch88/status/1943328812139434137) [@pandawatch88](/creator/x/pandawatch88) 2025-07-10T15:17Z 4413 followers, 1841 engagements


"Now what a rough Q for Kingsoft. Profit down by half. It was expected bad but this bad The only positive is the KSO top line acceleration from X% in Q1 to XX% in Q2. But KSO profit flattish lot's of spend on marketing and engineers to come up with AI stuff. The gaming thing I wont comment on. Disgrace. 25x PE. Half the market cap in cash. Buyback for ants ongoing. Pls list KSO in HKEX and give us the shares. You can keep the stub I don't need it"  
[X Link](https://x.com/pandawatch88/status/1958095002606899273) [@pandawatch88](/creator/x/pandawatch88) 2025-08-20T09:13Z 4413 followers, 1889 engagements


"no Cambricon (*gasp*) And Kingsoft Cloud and I mean if you are going to put Yum China and SF and Gree (seriously) you may as well put QFIN and Mobvista. This feels as random as an Asia Top XX bars list"  
[X Link](https://x.com/pandawatch88/status/1973396974649897304) [@pandawatch88](/creator/x/pandawatch88) 2025-10-01T14:37Z 4414 followers, 3971 engagements


"Silergy @DaBao_ (Not today in 5-10 years)"  
[X Link](https://x.com/pandawatch88/status/1953689314262757695) [@pandawatch88](/creator/x/pandawatch88) 2025-08-08T05:26Z 4413 followers, 1615 engagements


"Following up my comments on Baidu robotaxi: great product good fun but wont make money. Any number you put on your SOTP is ARKK level vaporware. Unless management is quick enough to either: -merge it with pony or weride asap and make a clear industry #1 that sets discipline on price -spin it off while people still pay up for the dream And yet Robin wont do it cause he is busy reading mangas at home and chip flow charts in the office"  
[X Link](https://x.com/pandawatch88/status/1978854701530747211) [@pandawatch88](/creator/x/pandawatch88) 2025-10-16T16:05Z 4414 followers, 6802 engagements


"2025YTD China pharma licensing deals to Global players already above FY24 in USD value. This is one of the reason the sector is verry hath. I have a small company specific bet let's see what happens. Highly speculative. To play market volume and theme: Hengrui CSPC Hansoh Innovent etc fine. Keep in mind pharma is still So Small as a sector in the China indexes. In Europe and US is top X sector. It will get there. In 2050"  
[X Link](https://x.com/pandawatch88/status/1943688570189025405) [@pandawatch88](/creator/x/pandawatch88) 2025-07-11T15:07Z 4412 followers, 1084 engagements


"Chinese stonks performance since Sep 1st (which is when all China companies finished reporting Q2 they take their time): Index: --Hang Seng Tech flattish (up XX% then back down) --HSI CSI XXX Chinext also all flat. Like if September did not exist Top performers holding to gains (for now): --BABA still up XX% --CATL still up XX% Worst performers💩: --most of the growth small caps --Inspur DE -XX% --Meitu -XX% --ATrenew -XX% --Futu -XX% Worst largecap💩: --Xiaomi -XX% Interesting divergence 1: --JD up X% Meituan down X% (remember they used to trade like synchronized swimmers) Interesting"  
[X Link](https://x.com/pandawatch88/status/1979049525089050701) [@pandawatch88](/creator/x/pandawatch88) 2025-10-17T04:59Z 4414 followers, 2750 engagements


"why is everyone so outraged at the addition of "and this shall include XX% owned subsidiaries" It is totally in line with the existing restrictions not broadening the scope. Imagine China adding Raytheon and XX subs to the export control list then Raytheon sets up a new sub XX% owned by them XX% owned by the next door restaurant and that one is outside the scope of sanctions C'mon guys"  
[X Link](https://x.com/pandawatch88/status/1977216778662265135) [@pandawatch88](/creator/x/pandawatch88) 2025-10-12T03:36Z 4395 followers, XXX engagements


"Sooo are we finally going to make money on Kingsoft"  
[X Link](https://x.com/pandawatch88/status/1976913634296316377) [@pandawatch88](/creator/x/pandawatch88) 2025-10-11T07:31Z 4412 followers, 7550 engagements


"Lol. Well hey for gp owners at fund X and above I will allow it jean salata or david liu or shan or richard ong.as long as it is a special edition one pls dont show up with same as the KKR associate. No way a PE fund X guy shows up with nautilus to see US uni endowment guys wearing apples. Hopefully (for him)"  
[X Link](https://x.com/pandawatch88/status/1967573665614291076) [@pandawatch88](/creator/x/pandawatch88) 2025-09-15T12:58Z 4411 followers, XXX engagements


"Ok so Kingsoft 3888 down XX% in two days because the new game launched July 2nd is not top XX in steam. Profound dislike for media content stocks here. Kingsoft profits fluctuate 60/40 40/60 games/productivity software. Dear Lei: Hope this email finds you well. 1-get a HK listing for KSO 2-distribute KC and KSO shares to existing 3888 holders ok lah The sooner we split this thing and slap a 10x to games and 30x to software (trading at 80x onshore today) the better. And don't get me started with the usd3bn of cash on BS"  
[X Link](https://x.com/pandawatch88/status/1940958611657969733) [@pandawatch88](/creator/x/pandawatch88) 2025-07-04T02:19Z 4413 followers, 1217 engagements


"@Siberian_TigerX The guidance is lower spending in Q4"  
[X Link](https://x.com/pandawatch88/status/1977892997535777136) [@pandawatch88](/creator/x/pandawatch88) 2025-10-14T00:23Z 4395 followers, XXX engagements


"@paddycheung82 Elon Musk with chinese characteristics"  
[X Link](https://x.com/pandawatch88/status/1978328965581324524) [@pandawatch88](/creator/x/pandawatch88) 2025-10-15T05:15Z 4410 followers, XX engagements


"Everything you always wanted to know but were afraid to ask. September edition"  
[X Link](https://x.com/pandawatch88/status/1972995878240825629) [@pandawatch88](/creator/x/pandawatch88) 2025-09-30T12:04Z 4413 followers, 24.5K engagements


"Nobody wants to pay for AI in existing productivity apps. Not with Kingsoft Office not with Microsoft XXX. The solution is to pushing the AI functionality down the subscriber throat and if you have pricing power like MSFT raise the prices of the whole package by giving people things to don't use and don't want to. On enterprise they probably push the AI it to the CTO who is in fear of being blamed by the CEO of not "enabling the workers" even though end users don't care. For now AI stuff stays in AI native apps. I want a letter done I ask Open AI and tweak it there not copilot in Word"  
[X Link](https://x.com/pandawatch88/status/1942581390752768385) [@pandawatch88](/creator/x/pandawatch88) 2025-07-08T13:47Z 4413 followers, 1119 engagements


"How much are Anta shares crapping on Monday in HK Dare to bring Arc'teryx to the office (for a very passionate prose on the drama check out @ZichenWanghere article)"  
[X Link](https://x.com/pandawatch88/status/1969798712743588089) [@pandawatch88](/creator/x/pandawatch88) 2025-09-21T16:19Z 4413 followers, 5924 engagements


"The bubble in Seoul real estate keeps going prices up 3x in XX years and from 1.8x the national avg to 2.6x. Feels totally artificial because Seoul has plenty of space for new developments right in the city center (the pic is in Myeong dong 1.5km from SFC/Westin Chosun 1km to Lotte/Shinseage etc many lots like this not even X stories villas but literally entire blocks of shacks from the 60s). The bubble means everyone has FOMO and many of them deep anxiety about not being able to ever own a flat. In an already mega competitive society this throws gasoline on fire. Crazy and a bit sad"  
[X Link](https://x.com/pandawatch88/status/1977288516993536385) [@pandawatch88](/creator/x/pandawatch88) 2025-10-12T08:21Z 4414 followers, 50.4K engagements


"JD Health up XXX% and now a usd25bn market cap company. Where did that came from. GLP1 + bubble tea value pack on your doorstep in less than XX mins. JD market cap is usd45bn and their stake in JD Health is 67%"  
[X Link](https://x.com/pandawatch88/status/1963601531695149105) [@pandawatch88](/creator/x/pandawatch88) 2025-09-04T13:54Z 4410 followers, 6393 engagements


"where's all this fomo money coming from Hang Seng index has XX stocks. Only X of them are NOT included in southbound connect. X of those are top performers this week. 🤨"  
[X Link](https://x.com/pandawatch88/status/1968137033400091127) [@pandawatch88](/creator/x/pandawatch88) 2025-09-17T02:16Z 4413 followers, 3299 engagements


"Now letting bureaucrats in Washington manage global AI chip supply that's something we are all comfortable with"  
[X Link](https://x.com/pandawatch88/status/1978487246946005506) [@pandawatch88](/creator/x/pandawatch88) 2025-10-15T15:44Z 4414 followers, 3358 engagements


"Refresh good pod on Fastenal if you are looking at JD Industrials IPO coming up"  
[X Link](https://x.com/pandawatch88/status/1973286285856157951) [@pandawatch88](/creator/x/pandawatch88) 2025-10-01T07:18Z 4410 followers, 2393 engagements


"Answer: yes some at least for now. The reason I haven't sold Kingsoft yet despite the lagging numbers (theres growth just not much not monetizing AI) is because I dont want to make the same mistake as with SMIC (and yes very different biz blah blah etc etc but if you take X steps back and look at it from afar with the eyes semiclosed sunglasses on margarita in hand the same way retail uncles do it goes in the same basket). My view is this is a 10-15% bottom line growth business long term (75% base case then XX% chance AI kills it and XX% chance it grows 30%) the pro move here is sell now and"  
[X Link](https://x.com/pandawatch88/status/1977559445363384570) [@pandawatch88](/creator/x/pandawatch88) 2025-10-13T02:18Z 4413 followers, 4438 engagements


"I missed this. I guess the enemy of my enemy is my friend JD🤝Meituan"  
[X Link](https://x.com/pandawatch88/status/1978430751235293291) [@pandawatch88](/creator/x/pandawatch88) 2025-10-15T12:00Z 4414 followers, 1174 engagements


"Meituan total chad up XX% today joins $TME $TCOM as one of the few China Maleficent X with positive performance YTD. Early Feb was down 23%. $BABA still down X% $BIDU XX% $JD 🐕 🏠 Index YTD: Hangsengtech -X% Chinext -X% vs ARKK shitcos -X% Nasq +7%"  
[X Link](https://x.com/pandawatch88/status/1763568142343970851) [@pandawatch88](/creator/x/pandawatch88) 2024-03-01T14:13Z 4410 followers, XXX engagements


"Moutai Feitian prices seems to follow real estate rather than Chinext. You can now get current year Moutai at HKIA for HKD2.2k. It used to be HKD3.6-3.8k couple of years ago (and HKD1.5k XX years ago). The interesting thing with this luxury product is even if the price goes back down to hkd1.5k the brand power will remain because actually people enjoy drinking it. On the other hand LVMH leather products or AP/Pateks etc must maintain list price to preserve brand power since the only value they provide is signaling"  
[X Link](https://x.com/pandawatch88/status/1978851391205675394) [@pandawatch88](/creator/x/pandawatch88) 2025-10-16T15:51Z 4414 followers, 2081 engagements


"Baba JD and Meituan investment (or expenses if you are into gaap) in Quick Commerce during Q2 were rmb12-14bn each (usd2bn). This erased JD and Meituan Q2 ebit. Zero. Alibaba just guided this number to be rmb35bn/usd5bn for the quarter ended September 🫩 JD and Meituan ebit in Q3 last year was rmb12-15bn. yOu Do tHE mATh. No wonder share buybacks were put on hold. Looks like it will be Alibaba and not the regulator who decides when this ends"  
[X Link](https://x.com/pandawatch88/status/1977760546977157494) [@pandawatch88](/creator/x/pandawatch88) 2025-10-13T15:37Z 4413 followers, 4928 engagements