Brian Coughlin

Investing, mostly. The longer version is at

[Brian Coughlin @EquityBrian]

Value investing is mostly buying something nobody wants and then acting surprised nobody wants it

[Alex Turnbull @alexbhturnbull]

This is the real deal $NVDA short thesis

[Brian Coughlin @EquityBrian]

$BABA

[*Walter Bloomberg @DeItaone]

ALIBABA PLANS HONG KONG IPO FOR AI CHIP UNIT T-HEAD

Alibaba ($BABA, https://t.co/FAxTsxuxAH) plans to spin off and list its semiconductor subsidiary T-Head on the Hong Kong Stock Exchange.

T-Head develops data-center chips and computing solutions, positioning it within China's growing AI semiconductor industry.

The company has already filed a confidential IPO application and is expected to remain under Alibaba's control after listing.

The offering size, valuation and timeline remain unconfirmed, with regulatory approvals still pending.

[Brendan Ahern @ahern_brendan]

Why is @AlibabaGroup spinning off T-Head? Raise the value of $BABA shares!

[Brian Coughlin @EquityBrian]

Agreed. Think China ($KWEB, $FXI, $KSTR) outperforms through year-end at the very least.

Suspect (hope) this lasts well into 2027.

[chatSBC @chat_SBC]

Long China very good relative theme next 12-24 months

[Brian Coughlin @EquityBrian]

$QXO is trading below book value, which seems pretty ridiculous to me looking a few years out.

Higher rates could give Jacobs better acquisition prices. Lower rates would help demand. I like it here either way.

I’m long.

[Brian Coughlin @EquityBrian]

@eftegarie Huh?

[Brian Coughlin @EquityBrian]

lol Jensen a dog

[Brian Coughlin @EquityBrian]

$SE

https://t.co/saE6VFHgo3

[Brian Coughlin @EquityBrian]

@atraveller_ @E8Markets Good man

[Brian Coughlin @EquityBrian]

Nature is healing. $SPY $QQQ

[Brian Coughlin @EquityBrian]

Honestly hoping we flush another 10% from here and just get it over with.

Think it’d be healthy for this market longer term.

[Brian Coughlin @EquityBrian]

@LogicalThesis Bravo

[goldenlabubuwatch @pandawatch88]

There is this fetish in the west about a dystopian China social credit score that decides what you can and cannot do, which actually doesnt exist.

But if they make it, I hope they manage it it better than the OG of dystopian social credit scores FICO.

[Brian Coughlin @EquityBrian]

Money rotating out of US equities and into Hong Kong/China feels like such an obvious trade.

Then again, it felt obvious last year too. And the year before that…

[Brendan Ahern @ahern_brendan]

A contrarian who went on the record being positive on Chinese equities versus US equities. Interesting term: "over-indexed".

[Brendan Ahern @ahern_brendan]

A contrarian who went on the record being positive on Chinese equities versus US equities. Interesting term: "over-indexed".

[Eliant Capital @eliant_capital]

I'm continuing to be a real believer in Zuckerberg. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though.

[Brian Coughlin @EquityBrian]

Nobody's blue wave trade was long China Tech… $KWEB $BABA

[Masa’s Son @masayoshisson]

china tech about to flip violently long

[Evanss6 @Evan_ss6]

Damn I really thought war, crime, and $5 gas would poll better.

[Brian Coughlin @EquityBrian]

$CPNG

[Speedwell Research @Speedwell_LLC]

$CPNG active customers grew +2% y/y in 3Q26 to a new high of 25.2mn

[Drew Cohen @DrewCohenMoney]

$CPNG says Rocket Wow membership has accelerated q/q in Taiwan:

"Our WOW membership program in Taiwan has grown more than 100% year-over-year and 14% quarter-over-quarter, an acceleration over the growth we saw in Q2"

They also note the response from customers is "accelerating" and their owned last-mile network now delivers the vast majority of orders next day.

Their total developing offerings (which includes Eats and Rocket Now) revenue growth increased 300bps sequentially to +27% in constant currency.