Joined February 2026
- Tweets 1,406
- Following 454
- Followers 2,385
- Likes 1,804
127 Photos and videos
Pinned Tweet
May 8
🎉 We’ve made it! Just hit 200k in my portfolio!
Huge congratulations to myself 🙌 what a grind. So damn proud.
Let’s go! This is only the beginning 🔥
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Decent start of the week. Nice to see some green.🟢🟢
We’re back above 200k
Hope we’re all green today 🚀
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Jun 10
This last 24hrs have been brutal but I’m sure we will come back stronger.
I remain bullish under the current market conditions, could be time to buy a dip.
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Jun 9
Decent green candle today.
After a rough last week we are recovering again this week.
I hope we all carry the momentum towards the end of the week 🚀
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Jun 9
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May 29
Good morning everybody.
Been having a great week so far. Green day every day. Loving this weeks!
How green has your week been?
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May 26
Hello ☀️♨️
I hope you all had a great green start of the week.
Let’s keep compounding 💪
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May 22
End of the week update!
☀️☀️☀️bank holiday heat incoming.
This week has been consolidating.
Wishing you all had a great week and enjoy this warm long weekend ♨️
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May 21
$BABA was my 4th largest holding it is now my 7th.
But ironically, I haven't been this bullish on the company in a long time. It reminds me exactly of where Google was last year.
Alibaba hosted their cloud summit yesterday with big AI moves here are their highlights: 🧵👇
Feb 23
#4 holding $BABA (Alibaba)
- Clear AI leader in China Cloud business 34% YOY (fastest in years).
- Qwen models performance and price, having reached 73.5 million DAU, big use in China
- Still a cheap valuation share buybacks and high net cash
more 👇
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May 21
5/ 🗺️ The Roadmap: Playing the Long Game
Alibaba locked in an aggressive, Nvidia-style release cadence to signal stability to the market:
- 2026: M890 mass rollout
- Q3 2027: Zhenwu V900 (targeting another ~3x leap)
- Q3 2028: Zhenwu J900
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May 21
6/ 💰 The Thesis
Cloud revenue is accelerating (with AI-related revenue growing in the triple digits), they are sitting on a massive cash pile, and they are deploying heavy capex for long-term, full AI integration:
Hardware Model Distribution.
Today’s news reinforces Alibaba as the undisputed toll-booth operator for China’s AI push. I'm buying more at these levels. 📈
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