Will Sun Those discounts are only in the food delivery / same day delivery markets domestically. $BABA is head and shoulders above all other non-US players in cloud which is a totally different segment. Important that I said non-US...i.e. anyone who doesn't want to go with US guys (i.e.

Things you like to see as a China bull

$REMX contra opinion but don’t get the hype around rare earths. Anytime commodity plays rely on a temporary dislocation rather than a sustained supply / demand imbalance, the outcome never comes out to what’s intended. NFA.

There is a real possibility that China's anti-competitive policies are part of their broader plan to have the stock market replace real estate as the main engine of wealth creation. Nobody positioned for this. NFA.

$WBD to the moon

Jensen - no question i will be working in 2050 Me - how big $NVDA will be in 25 years?

$WBD The networks decline was par for the course. Other part driving the selloff was the decline in ARPU for DTC, despite subs continuing to grow well (particularly internationally) and operating leverage showing real improvement now. Refer to my math below - the ARPU decline

Zoomer 🧢 Here's what I follow: - $BABA cloud business was 5% of FY'25 EBITDA but will get to ~15% by FY'28 assuming this segment grows EBITDA by 50% annualized (conservative imo). - Local Services (i.e. food delivery) was only -2% of total EBITDA for the same period at a ~$500M loss. -

If you don’t, follow cashflow guy as he was initially pounding the table on $BABA and $WBD and helped me gain conviction on both.

$WBD I was only on this stock because of cashflow guy. He absolutely nailed it. The fundamental cash flow story was always there and now the narrative is catching up to it. I’ve been more on point since rampage posting on twitter. I sound like a salesman sometimes, but it’s

No clue what this company even does, but RIP to $OPEN bulls now.

$WBD

The sale of $WBD may be the company’s greatest show yet.

Good thing $BABA has almost no exposure to NATO nations already

Couldn’t think of a self-motivated individual who benefits more from painting China as a hostile enemy than this guy would. It’s all just a show to scare Americans and drum up more funds at the end of the day.

booyaa Bob's Payment Stock Substack Taylor Lauber X I don't mind the negative sentiment...the stock has not been performing well of late. At the same time, the numbers don't lie. Our strategy and execution are awesome and as a result FOUR has been one of the best-performing fintechs since our IPO (a 90% return on FOUR compared to

“If the job has been correctly done when a stock is purchased, the time to sell it is almost never." — Phil Fisher "To sell something that is a really wonderful business because the price looks a little high or something like that is almost always a mistake." — Warren Buffett