financialbasecamp

$TIGR Could be a strong acquisition target to expand to Singapore and beyond. I hope they do not sell though if that happens especially when it is so undervalued now.

@HolySmokas $TIGR

Give me 1 NEW stock/ticker I should buy

@SharkChart This is getting old. Sure, it helps with your traffic but I think you should probably just focus on your own game now.

Yesterday: “War is bullish” Today: “ $SPY pullback incoming” Do you see the game he plays now?

@michaeljburry Probably the best chance to buy strong quality chinese companies at such low price now.

Hong Kong Stocks: Structure & Strategy In the last 10 years, Netflix, Broadcom, and Tencent all increased revenue between 4.5-5X. Broadcom and Netflix have been leading performers, but Tencent’s stock has almost exactly a 0% return over the last five years. This is the problem. All of Hong Kong’s massive tech stocks became massive since 2007, and the Hang Seng is today ~27,000, 15% lower than 2007... $BABA $JD $PDD $BIDU $TCOM #BABA #HangSeng #PDD #KWEB open.substack.com/pub/michaeljbu…

@KraneShares @ahern_brendan @PeterTuchman90 Yes and people are forgetting about the sleeping giant in this space $DIDIY

Why is Google’s robotaxi unit Waymo valued near $110B while Baidu trades at roughly half that despite running robotaxis at similar scale and also offering search and AI exposure? Our CIO @ahern_brendan points out to @PeterTuchman90 why Baidu could potentially offer more value for less 👀

@TheLongInvest It's crazy how undervalued $BABA is. Not to mention Ant Group stake, Chip businesses and investments in almost all leading AI companies in China. Qwen will be like the Iron Man J.A.R.V.I.S

$BABA just a reminder that $BABA's Qwen, which is their equivalent to ChatGPT is given zero value right now to their market cap. zero $BABA's current market cap is $364 Billion. Anthropic which is one product is valued at $350 Billion alone OpenAi will arguably IPO this year with a $1 Trillion valuation.

@SteveUrkelDude I am buying more $TIGR at this market cap

So, we buying the $HOOD dip, chat?

@HunterAllen4 1000% agree! And at this current market cap!!

🚨 Tiny Fintech Gem: $TIGR (UP Fintech Holding) 🧐📈 1/ Compared to HOOD, SOFI, and FUTU, $TIGR is profitable, cash-rich, and accelerating faster relative to its size — a low-float, under-the-radar fintech with huge runway for re-rating. 👀 2/ Q3 2025 Growth Snapshot (Latest Reported) • Revenue: $175.2M (+73% YoY) 📊 • Net Income: ~$57M Non-GAAP (~2.8x YoY) 📝 • Funded Accounts: 1.22M (+18.5% YoY) • Client Assets: $61B (+49.7% YoY) • Cash-rich, low debt, high-quality inflows (avg new client deposits $30k–$62k in key markets) 💰 💥 Peer Comparison — Revenue, Earnings, Market Cap & Audience $TIGR: $175M revenue, +73% YoY, net income ~$57M Non-GAAP, 1.22M funded accounts, market cap ~$1.2B. Caters to global retail + HNW investors (tech-savvy 25+), strong in Singapore/HK/Australia. Multi-market trading, options/futures, structured products. 🌏 $HOOD: ~$1.27B revenue, ~35% growth, EPS ~$0.61, 27M+ funded accounts, market cap ~$20B. Primarily U.S. beginner retail, gamified trading, crypto-heavy, fractional shares. 🇺🇸 $SOFI: ~$950M revenue, ~38% growth, net income ~$139M, 12.6M members, market cap ~$15B. U.S. fintech super-app, all-in-one: banking, loans, credit cards, investing, insurance. Lifestyle finance > specialized trading. 🏦 $FUTU: ~$822M revenue, +86% YoY, EPS ~$2.93, 3.13M funded accounts, market cap ~$10B. Asia-focused, strong HK/China retail penetration, wealth management + digital brokerage. 🌏💼 📊 Audience & Platform Positioning Differences $TIGR (Tiger Brokers): Global retail + HNW clients, multi-market trading (US/HK/SG/AU/China), high avg new deposits $30k–$62k+. Appeals to sophisticated international traders. $HOOD (Robinhood): U.S.-centric, beginner-focused, gamified, strong crypto/options adoption. $SOFI (SoFi): Lifestyle fintech super-app, broad offerings (banking, loans, investing, insurance). $FUTU (Futu Holdings): Deep Asia-Pacific presence, HK/China dominance, wealth management integration. 🔥 Why $TIGR Could Re-Rate • Revenue +73%, net income accelerating fast 📈 • Cash-rich, quality inflows 💰 • Global, multi-asset access > HOOD / SOFI 🌏 • High-ARPU / HNW client base 👀 • Small market cap (~$1.2B) vs. HOOD/SOFI/FUTU = huge relative growth potential 🚀 💡 TL;DR: $TIGR is a smaller, faster-growing, profitable fintech with strong international traction, especially in Asia, while Robinhood, SoFi, and Futu are bigger but slower-growing, U.S./China-centric, and less focused on sophisticated global traders. 📝📊

Holding and accumulating more chinese tech shares as a hedge. $BABA $DIDIY

@TheLongInvest Now the question is if the current price point is the new $80 and waiting to breakout to >$200

$BABA consolidated for 2 years at $80 and below and then broke out and gained +125% in 2-3 months Would you take that deal now and hold a position for 2 years for these gains?

$BABA = Taobao + Tmall + Aliexpress + Lazada (missing in the chart here) = Biggest Online Stores in the World. Easily 2x from the 2nd leading online store in the world.

@poezhao0605 if successful, it will be like Iron man's J.A.R.V.I.S.

On January 15, Alibaba began dismantling the business model that made Taobao profitable. The demo looked simple: one sentence in Qwen, a delivery order generated through Taobao’s instant commerce channel, payment completed inside the chat interface. The implication is structural. hellochinatech.com/p/alibaba-qwen…

@dyz_ob time to move some resources over to $BABA

$BABA : Google and Amazon announce cloud service price hikes! Breaking a 20-year industry convention, has the first domino been tipped over? My take: Alibaba Cloud can leverage competitive pricing as a customer acquisition tool—particularly in emerging markets and regions where it seeks to challenge AWS, Azure, and Google Cloud's dominance.

@the_zack_zhu @_Daudinho Yeah it will always be a space with huge competition and low moat. I still pretty much think other ecommerce companies are more transparent and been through lots of checks to get listed especially in stricter HK exchange. That's my opinion though.

@financialbase8 @_Daudinho $PDD platform's quality and delivery speed has improve a lot through the years, just like $BABA before that, that's also why people in Tier one cities also started to use it. substack.com/home/post/p-18…

China currently has five major e-commerce platforms with GMV exceeding one trillion yuan. Among them, three are still gaining market share: Douyin, $PDD, and Kuaishou. Looking ahead to 2026, WeChat $TCEHY will probably become the sixth platform to cross that line!

@_Daudinho @the_zack_zhu no doubt there will always be a market for cheaper lower quality stuff and PDD model is definitely good for China's economy now whereby people are spending less or unable to spend huge like before.

@the_zack_zhu @financialbase8 Ya trust me. People have been questioning the “sustainability” of PDD’s model since 2018-2021 if you’ve been following the space long enough. It’s very self-sustaining and profitable. Like Zak said, it’s like Costco, ignore the tail SKUs and buy high volume of high frequency SKU

@the_zack_zhu @_Daudinho When that happens, cheap price might not be the winning factor anymore. It will depends on the holistic experiences that these ecommerce platform can offer to the consumers that will matter. Branding, services, product quality, conveniences, speed etc.

@the_zack_zhu @_Daudinho Yup agree. What I meant is when economy truly recovers and when those 大妈 starts to spend again. I guess the main crowd of people (excluding those poor from the rural areas) will eventually go for higher quality product that cost more (Higher margins for merchants).

@the_zack_zhu @_Daudinho My thought is ultimately companies would want a higher margin to be sustainable long term. Yes, the past few years has been beneficial for PDD model due to economical situation in China. Since then, their growth has also tapered down. Interesting space.

@financialbase8 @_Daudinho $PDD ‘s core of low prices isn’t come from price war or subsidies . Is it’s platform capability of enable cheaper price naturally!

@the_zack_zhu @_Daudinho Yes agree, definitely with their C2M model, white label products etc but their product quality might be a concern. I believe they are using heavy subsidies and marketing too. I guess ultimately consumers would focus on higher quality products especially with deflation subsiding.

@the_zack_zhu @_Daudinho I think the problem now is can low price and huge discount be subtainable for PDD etc. I believe Alibaba is building something more sustainable and more in line with what Chinese government wants in the long term. Price war will eventually stabilize.

@_Daudinho Taobao used to have everything, but the model they took isn’t 100% good for low price and etc. I guess that’s why.