Investing, mostly. The longer version is at coughlincap.com
Joined January 2014
- Tweets 37,635
- Following 590
- Followers 10,955
- Likes 179,725
1,468 Photos and videos
Pinned Tweet
May 8
What’s your best under-$5B market cap idea right now?
Bonus points if you explain the bull case.
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Brian Coughlin retweeted
Abu Dhabi to tap Chinese tech to scale up green economy, energy chief says-SCMP
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Jun 14
lol Jassy hates winning $AMZN
Jun 14
The Information: Amazon CEO Andy Jassy was reportedly among a group of tech leaders who privately warned Trump administration officials about security risks associated with Anthropic’s most advanced AI models.
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Apr 22
A microcap growing >20%, trading at just ~3x EBITDA and ~0.4x sales, with insiders owning over 90%.
Full write-up below on why @uboat159 sees this as a rare asymmetric opportunity.
coughlincap.com/p/a-microcap…
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Alibaba Cloud announces support for embodied AI product from 9 companies including:
Vivo, Honor, Hisense, Reality, Looki, Ezviz, Teen, SoundCore & Coocaa
Mostly using Qwen 3.6/3.7 or Wan 2.7
Qwen is the LLM of choice for embodied AI due to multi-modal support, compact size & integration into Ali's wider AI & cloud infrastructure.
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Jun 12
Alibaba offers $1.5 billion to acquire Chinese grocery delivery firm Pupu, escalating its battle with Meituan bloomberg.com/news/articles/…
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Brian Coughlin retweeted
Jun 11
The executives are jumping ship from software to semis!
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Jun 11
“Heavy fines and corrective orders. The most common outcome for Korean platform investigations. Coupang has already paid 162.8 billion won (roughly $114 million) in FTC fines over the past three years.” $CPNG
coughlincap.com/p/update-cou…
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Jun 10
$BABA under $120 is sell your house, sell your car, sell the furniture, and load the fucking boat territory
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Brian Coughlin retweeted
Jun 10
A Chinese state nuclear enterprise confirmed talks about building a small reactor for Alibaba's data center in Hangzhou.
The policy enabler: a May 2026 directive from four government agencies that for the first time allows nuclear plants to directly power data centers, bypassing the public grid.
The commercial question is harder. At current grid rates (~0.58 RMB/kWh), nuclear direct supply offers no clear cost advantage. Pricing model remains the core bottleneck.
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Brian Coughlin retweeted
May 28
New writeup on a name I think deserves way more attention than it’s getting.
It’s a semi equipment stock selling picks and shovels into China’s domestic chip buildout. Trading at roughly ~40% discount to the value of its own listed subsidiary.
coughlincap.com/p/i-found-a-…
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Jun 9
China Prepares $295 Billion Plan to Fund Nationwide AI Buildout bloomberg.com/news/articles/…
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SemiAnalysis occasionally publishes non-semiconductor analysis, and I really enjoyed reading this one. I know almost nothing about robotics, but I found this kind of content really fascinating.
Jun 8
China's Unitree Will Dominate Global Robotics
The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
newsletter.semianalysis.com/…
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Jun 8
Jun 8
*PENTAGON PUBLISHES LIST OF “CHINESE MILITARY COMPANIES”
*ALIBABA GROUP NAMED IN PENTAGON NOTICE ON MILITARY FIRMS IN US
$BABA
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Brian Coughlin retweeted
Jun 4
Pulled the trigger today and switched 100% of Lindy traffic to DeepSeek v4, churning from Anthropic models.
Saves us millions of $ and we're actually seeing an *increase* in performance on many core use cases. Transformative for the business.
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Jun 6
CSRC chairman outlines strengthening oversight of algorithmic trading global.chinadaily.com.cn/a/2…
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