Scrop Fx

@Sino_Market Lol

🇭🇰📉HANG SENG TECH INDEX DOWN OVER 4%; BILIBILI, HUA HONG SEMI, SENSETIME DOWN OVER 7% HANG SENG INDEX DOWN OVER 4% #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #STOCKMARKET (mktnews.com/flashDetail.ht…)

@biancoresearch @citrinowicz So, going back to pre-war discussions?

Danny @citrinowicz is a former senior Israeli intelligence officer in charge is IDF intelligence on Iran. He is now a think-tank analyst regularly sought by mainstream outlets and policymakers. —— Many expect Trump to TACO, declare victory, and leave. Citrinowicz warns this would make everything far worse: it shreds U.S. deterrence and hands Iran permanent control of the Strait of Hormuz. Iran has zero intention of reopening it. They’ll vow to “set the Gulf on fire,” and he believes they are deadly serious. They will attack desalination plants and power grids, and unleash the Houthis. To reopen the Strait of Hormuz, we either have to forcibly open it or find a diplomatic solution with hardliners who don’t want to deal with us. There is no third option, like TACO. x.com/citrinowicz/st…

In case you have not been keeping score the last 36 hours ...

@Sino_Market Lol, no wonder mrkts are crashing 🤦‍♂️

🇨🇳➡️🇭🇰SOUTHBOUND NET BUYING VIA STOCK CONNECT REACHED HKD10 BLN #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #STOCKMARKET (mktnews.com/flashDetail.ht…)

@Amena__Bakr Who listens to Spain?

Spain calls for the opening of Hormuz #OOTT

@ShanghaiMacro In short, CN is not a super power

Based on my understanding, Beijing will try its best to mediate the conflict for the sake of its own economic interests, but the probability of it extending a security guarantee to Iran is extremely low. China’s foreign policy remains fundamentally anchored in the principle of non-interference, a strong aversion to entrapment in external conflicts, and a preference for maintaining strategic flexibility. To date and likely in the foreseeable future, there is only one country that receives a formal Chinese security guarantee. That country is North Korea, not Iran.

@EricLDaugh Well, he didn’t really reply 🤡

🚨 HOLY SMOKES. Sec. Scott Bessent takes ZERO BS from Fake News Kristen Welker “Why is the admin effectively rewarding Russia now?!” BESSENT: “Again Kristen, you're MISSING THE POINT! Kristen, whoever does your research, you should GET RID OF!” 😂

@EricLDaugh “Will win”, but he said he already won 🤡

🚨 BREAKING: Iran plays tough guy with President Trump, promises to attack "ALL" US and allied infrastructure in the region related to 1. Energy 2. Information technology 3. Desalination If Trump follows through on his 48-hour ultimatum to attack their energy facilities TRUMP WILL WIN 🇺🇸

@EricLDaugh But he already won? 🤡

🚨 HOLY SMOKES. President Trump confirmed that he will start by striking Iran's BIGGEST power plant in 48 hours if the Strait of Hormuz is not opened Things just got a LOT worse for the regime. The clock is ticking. "...within 48 HOURS from this exact point in time, the United States of America will hit and obliterate their various POWER PLANTS, STARTING WITH THE BIGGEST ONE FIRST!"

@CompoundinGirl Interesting how many define “moat” given that they mention CN names - Baba, JD involved in price wars and give free bubble tea have a moat? Nio has a moat when there are numerous EVs in CN alone. ASML, NVIDIA…they have moats.

What’s the company with the biggest most in your portfolio? 🏰

@Partisangirl @xcCameron_ It is not. Share the link.

@xcCameron_ It's on his truth social account where he always posts

@niubi Well, pvt companies are not supposed to make money in China. Perhaps they can give every new user a free bubble tea? 😆

Alibaba and Tencent bled $66 billion of value in roughly 24 hours, after the market punished the twin leaders of China’s tech arena for failing to lay out clear visions for how to profit off AI bloomberg.com/news/articles/…

@Sino_Market Lol

🇭🇰📉HANG SENG TECH INDEX DOWN OVER 3% #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #STOCKMARKET (mktnews.com/flashDetail.ht…)

@CompoundinGirl More like No Baba 😆

Alibaba changing its name to AI baba? $BABA

@Sino_Market -10% again?

🇨🇳🦞Tencent’s QClaw Launches Full Public Beta Tencent’s PR Director Zhang Jun announced that QClaw is now in full public beta with no invitation required. Users can download the latest version from the official site and complete installation in 20 seconds to issue commands to “OpenClaw.” The new version integrates multi-platform remote control channels, including WeChat, QQ, Feishu, and Alibaba's DingTalk. #CHINA #TECH #AI #TENCENT $TCEHY #OPENCLAW (mktnews.com/flashDetail.ht…)

@Sino_Market Lol, of course. The only vision is to cut price and destroy margins

Alibaba, Tencent Shed $66 Billion After AI Vision Falls Flat Alibaba Group and Tencent lost $66B in market value within 24 hours as investors punished China’s tech giants for unclear AI monetization plans. Alibaba’s US shares fell most since October, Tencent its worst in a year. Heavy AI investments in data centers, talent, and models worry investors amid a consumer downturn and Alibaba’s 67% quarterly net income drop. Analyst Catherine Lim notes markets await measurable revenue from AI via cloud, advertising, or transactions; without clarity, investor caution persists. US hyperscalers spend far more on AI. #CHINA #TECH #ALIBABA $BABA #TENCENT $TCEHY (mktnews.com/flashDetail.ht…)

@EquityBrian Oh well looks like 10% it is 😆

@EquityBrian Yep, probably good for a 10% move…lower

$BABA — the earnings call & guidance is all that matters…

@CompoundinGirl Munger was right…in the end ‘it is a God damn retailer’

$BABA AI ROCKET LAUNCHED

@CompoundinGirl Irrelevant. They can buy those growth rates. What are the margins?

Look at those $BABA growth rates

@CompoundinGirl No, it is not!

Alibaba AI + Cloud growing fast $BABA is a rocket 🚀