John Huang

what do you call this chart pattern

@Wujizhuzhu 你是说有人可以通过一己之力把堆填区的公厕搞得更臭? 我倒要看看哪个百年难得一遇的奇才有这力量 🤣

罗永浩怎么一上X就骂人，别把X的氛围给搞臭了。

芯片股暴跌之后，怎么办？我的3个交易方向：maitian99.substack.com/p/0512

Listening to Alibaba and Tencent's call makes me want to believe we are sitting at the inflection point where AI capex starts translating into top and bottom line growth for software companies in general. Agents will finally be the 'SaaS that works' in China, or as Alibaba call it, MaaS.

这哥们好不容易开心一天估计又要被川川干回去了。 大空头这电影这些年害了太多人，总有些小天才觉得我也是个大空头，硬是在可以躺赢的市场里靠自己的努力跪下来了🤣

Every TTM analyst in Hong Kong be like Titan Uranus in the next 5 hours $BABA $TCEHY $KWEB

@pandawatch88 unfortunately for you, my power level is over 9000

@zzjohnh omg what you just said. wash your mouth with soap.

okeis JD reported 1Q26. Finally back to positive EBIT after 3 quarters. Product sales up 1%, combination of: -electronics revenue down 8% (vs 17% up last year given government subsidies) -general merchandise revenue up 15%, offsetting decline in electronics -2 year CAGR is 8.3% (if you want to normalize over 1Q25) fine. This grows more than Costco and WMT, but trades at 6x not 50x. Services sales: -Marketplace and advertising revenue up 19% -Logistics up 29% fine (a lot of this revenue is subsidized, so here it is more important to look at EBIT growth not revenue) However, at this time, I don't think it makes sense to look at divisional EBITs, because with usd1.5bn of investment in new business (food delivery, Jingxi, overseas), costs can be moved around at will (reported ecommerce EBIT margin looks great at 4.9% vs 4.1% last year, but how much cost has been moved "new business" EBIT?) so consolidated: -EBIT RMB4.7bn, down 57%, but positive for the first time since 2Q25. -Adjusted net income (but inc SBC) down -46% -EPS down -39% (buybacks) Repurchased 1.6% of shares in Q1. fine Granted 2% RSUs to uncle Liu in each of the listed subs to keep him motivated (not joking, that's the exact word used). lol This was probably kind of in line with what was expected (maybe a bit positive surprise on pace of reduction in expenses, and electronic sales not down DD). Let's see what they say in the call about retail momentum in Q2.

AI agent's workplace persona: OPUS -> expensive c-suite, only spend time on key decision making, weirdly obsessed about all the DEI/ESG bullshit, but otherwise extremely competent GPT -> middle management, assign and coordinate works KIMI/deepseek/qwen -> your local Chinese/Indian wage slave on H1B visa, cheap/disposable/replaceable grok -> the stoner you hang out to have a good time, probably crack a few racist jokes and/or make some inappropriate comments about your colleagues gemini/llama -> I don't know, probably works in HR or some made up job

@DudeWhoInvests sounds like a low agency little bitch bitching about being a little bitch

I can’t stop thinking about this

@EmperorBag @Baxate he thinks China doesn't have enough electricity🤣

@Baxate China won't be building AI when they can't get enough energy out to prevent rolling blackouts nationwide.

people don’t realize how bad AI doomerism has gotten you can’t just call them luddites and move on they will vote, and we will lose the modern space race we need to start SHOWING people how AI is going to improve their life… NOW

@Balloon_Capital 你想问啥呢？

计划买Bloomberg terminal了，有没有特别熟悉它的朋友，跟我聊聊？需要问一些简单的问题。

@denisewu taiwan's not even a real country, why should they be in WHO. @grok How many countries officially recognize Taiwan as a country, and how many G7 countries do? Answer exactly as: X/195 and Y/7 (X = recognizing countries, Y = G7 countries).

It’s absurd that China behaves as if it owns the WHO. 😡

@perplexity_ai You have to stop silently switching the model mid conversation. More than happy to deal with rates limit or throttling, just let people know they hit the limit and need to slow down. Silently switching/downgrading model is evil and corrupts output quality.

Pls god, say it ain’t so

@lukedepulford Getting lectured by the brits on rule of law was not on my bingo card at all

Will always be surprised by just how impossible it is for the CCP to understand separation of powers. They control the courts, so cannot compute that these two spies were convicted through an independent process. They weaponise the judiciary, so assume that other governments must, so throw around accusations like those in this batty MFA statement. We’ve had something similar over the 🇨🇳 mega embassy. The idea that ministerial permission would be subject to a process was simply inconceivable to them. From 2022 onwards Beijing just thought we were using the process to delay and equivocate, which made them more angry. They thought that we were pulling their leg. Do you think it’s possible to get a fair trial in a country which literally cannot get their heads around the notion of judicial independence?

@JuliaManch @grok who is ezra jin and why was he arrested in China? Did he break any clearly established Chinese Law locally?

NEW: President Trump told me he will bring up the imprisonment of Christian Pastor Ezra Jin to Chinese President Xi during his trip to Beijing next week. “I’ll bring it up,” he said. Jin has been imprisoned since October. Secretary of State Marco Rubio condemned the mass detention of Jin and dozens of other members of Zion Church.