Dewby

O_O

[Dewby @dewby101]

$BABA is up because @michaeljburry sold it for tax loss harvest instead of $JD

[Dewby @dewby101]

@EquityBrian That’s why when $BABA goes up, people won’t care if it’s a Chinese company anymore

[Dewby @dewby101]

@cantonmeow Is $BABA one of them?

[Dewby @dewby101]

@Mr_Derivatives Not even $QQQ lost this much. Nothing to compare

[Dewby @dewby101]

@sleeping1820 Xi traveled to the US last time to visit Biden and didn’t do that

[Dewby @dewby101]

@MagicLaoWang 400 million yuan is miniature for them. Why don’t you look at their other successful investment that should return back all the losses such as their 5% stake of CXMT, T Heads, Zhipu, Moonshot, and Kimi?

[Dewby @dewby101]

@cantonmeow What’s your conviction on $BABA?

[Dewby @dewby101]

$BABA has a 4.97% stake on this

[Zephyr @zephyr_z9]

CXMT will probably list at $500B (some are predicting $700B) on the Shanghai Star Market

Big Fund I, II, III have raised a total of $95B since 2014 and total Chinese state investment & subsidies are believed to be around $250B since 2014
Now, just 1 company going public will literally generate 2x-3x return on the total investment

Crazy

[Dewby @dewby101]

@cantonmeow @dannycheng2022 I hope $BABA and $HSI is one of the tickers🙏

[Dewby @dewby101]

@tphuang Where is Qwen in all of this?

[Dewby @dewby101]

@steady_profits This accusation story in itself doesn’t makes sense that all chinese stocks collapse double digits. There is more to this sell off.

[Dewby @dewby101]

@zephyr_z9 @pstAsiatech No hope for Qwen?

[Dewby @dewby101]

@schartzy_ @centregoals Really sad for Ter Stegen to never had a shot. Kinda like Ederson situation in Brazil with Alison

[Dewby @dewby101]

@Mr_Derivatives Feels weird that it's diving harder in the past two months than silencing Jack Ma

[Dewby @dewby101]

@PradeepKaruman3 The $HSI index is not insulated from the volatility from the semis trade. When the bubble popped in 2001 $AMZN dropped to $6

[Dewby @dewby101]

@cantonmeow Burry arguing about AI bubble yet he only bought the AI that popped $BABA 😔

[Dewby @dewby101]

@CreateWithTony @WatcherGuru Because he buys with leverage and as his assets goes down his margins goes down and eventually gets margin called

[Dewby @dewby101]

@bdsqlsz @blindkey2 Can you share a chart on that?

[Dewby @dewby101]

@stevehou Can I join?