caelym

Product manager in games and esports. Former League of Legends analyst with Curse and 2013 NA All Star team.

[caelym @caelym]

@pandawatch88 star50 and chill (unless it loses 200dma again)

[caelym @caelym]

@katzspx Keep up the good work. I find your analysis useful. Unfortunately X rewards those who just repost headlines.

[caelym @caelym]

@lolesports why does this have to be middle of night for us NA folks?

[caelym @caelym]

But I'm not touching WoW again

[caelym @caelym]

Does anyone else feel like summer is for gaming? I just picked Dota back up. Thinking of downloading WoWS as well.

[caelym @caelym]

Does anyone else feel like summer is for gaming? I just picked Dota back up. Thinking of downloading WoWS as well.

[caelym @caelym]

What the hell is going on in Hong Kong? Ugliest weekly chart ever #HSI #hangseng $BABA $TCEHY

[caelym @caelym]

Fed chair Warsh is hella good at public speaking. Great press conference so far and navigating hard questions.

[caelym @caelym]

The Fed is split. 2 distinct camps with different outlooks. #fomc

[caelym @caelym]

The Fed is split. 2 distinct camps with different outlooks. #fomc

[caelym @caelym]

@EquityBrian Nobody dumps on Chinese equities like the Chinese. https://t.co/kTefbXNvsF

[The Kobeissi Letter @KobeissiLetter]

Chinese investors are dumping Hong Kong stocks at a record pace:

Hong Kong equity ETFs listed in China posted a record -$3.7 billion in outflows last week, the largest weekly outflow on record.

This marks the 5th consecutive weekly outflow and the 10th over the last 12 weeks.

By comparison, Hong Kong stock ETFs saw 11 weekly outflows during the entire 2025.

Capital is rotating into China-listed semiconductor and AI-linked stocks, which investors view as more direct beneficiaries of the AI boom.

Even a +10% surge in Tencent on Tuesday failed to stop the outflows, with mainland Chinese investors using the rally as an opportunity to exit ~$268 million worth of its shares during the same day.

Chinese investors are turning away from Hong Kong.

[caelym @caelym]

@pandawatch88 just all in on a Star 50 etf

[caelym @caelym]

@KingKong9888 @WeTheBrandon Paid by who? Americans call him CCP, Chinese call him CIA.

[caelym @caelym]

@MyLordBebo somebody get him an insta360

[caelym @caelym]

Need the deal of the century from the China summit to rescue $baba from this garbage earnings report

[caelym @caelym]

@pandawatch88 Anecdotally friends and family prefer shopping on JD. Baba needs to kill it on cloud revenue.

[caelym @caelym]

@pandawatch88 HKEX is a dumpster

[caelym @caelym]

"[Energy shock] hasn't even peak yet" -Powell #fomc

[caelym @caelym]

Oil producers ( $COP $XOM etc) are still selling physical oil at ~$140 regardless of the drop in $WTI futures price. Isn't this an easy buy the dip? What am I missing?

[caelym @caelym]

The Fed is MORE DOVISH compared to Dec 25. No one projected a rate hike for 2026. #FOMC

[caelym @caelym]

I wouldn't want risk exposure to Dubai right now... $BN $APO

[caelym @caelym]

I think the market is preparing for Deepseek v4 shock. Only rational explanation for weak price action following great earnings. $NVDA $GOOGL $QQQ