$BABA : Alibaba (09988.HK) Cainiao plans to strengthen its expansion in key markets such as Japan, South Korea, Europe, and the United States.
BREAKING $GRAB Quick Commerce Expansion🧵 TLDR: Part of the equation to $500B Market Cap. People said I got lucky, but they don't understand the countless hours I put in for this kind of DD. Alex Hungate: "We are experimenting with some of the newer business models that would…
$GRAB's expanding to Physical AI | B2B Infermove 🧵 Context: I learnt today, that $GRAB acquired Infermove, but Infermove will continue to operate as an independent entity under its original team. This has massive implications medium to long term, while completing $GRAB…
Today at #CES2026, we announced a strategic collaboration with @OpenAI to power Athena by Zeta. 🔥 This reflects where enterprise marketing is heading – AI that goes beyond insights to answer-driven marketing at scale, helping teams move faster and act with more confidence.…
This is HUGE ! I am excited to share that today at #CES2026, @ZetaGlobal announced that we are teaming up with @OpenAI to power Athena by Zeta. This collaboration reflects where enterprise marketing is headed: AI that goes beyond insights to help teams move faster and act…
$BIDU Baidu’s AI chip unit Kunlunxin is preparing for a Hong Kong IPO. Kunlunxin develops high performance AI chips used for data centers, cloud computing, and generative AI workloads 🤖🇨🇳
$SE This 2nd consecutive quarter of lower e-commerce EBITDA is the reason behind $SE's 40% drop in recent months. The market is basically worried that this decline continues and is a sign of more price wars to come. To analyse if that is possibly the case, I think it's…
$ASML CEO absolutely nailed it: high demand for AI will create new players in the market, more designers, more developers and more AI products Then you have the hyperscalers: you can't play in AI without them, and hyperscalers need to keep buying the latest generation of…
$ASML CEO: Why is $ASML going to be an important player for the next decade? - Demand for AI remains significantly high and, we will see more players, more companies designing chips and designing AI products - The high production and the new players will drive demand for…
BREAKING $GRAB & EV Charging Expansion✅ Grab signs partnership with Charge+ to expand EV charging network in Vietnam Grab Vietnam has entered a new partnership with Charge+, a Southeast Asian electric vehicle charging provider, to expand the country’s network of charging and…
$GRAB| Short sellers are WRONG! 🧵 Short sellers betting against $GRAB have increased their positions, with short interest rising from 188 million to 192.75 million shares as of November 28, 2025, nearing the September 2025 high of 196 million shares (approximately 5% of the…
Despite this, I will never own a sizeable stake in any Chinese e-commerce business. No, not because of CCP-related issues, but simply that the landscape in China is too competitive. It is much easier to bet on emerging markets where the winners are clear to see $SE $MELI
China is in a different league when it comes to e-commerce parcel volume. The US, EU and SEA combined ship roughly 70B parcels annually. China alone, is on track to ship 200B parcels in 2025, nearly 3 times that of the 3 regions combined. This will shape SEA e-commerce more…
This is a HUGE milestone for @ZetaGlobal coming out of the biggest shopping weekend of the year. Our platform delivered record-breaking performance: • 153% YoY surge in usage • 25x growth in AI Agent activity • 100% uptime • 87% time savings for enterprises using AI…
5 launches by end of March 2026, starting in two weeks on December 15th🚀🚀🚀🚀🚀 More updates to come — stay tuned! #ASTSpaceMobile #ConnectingtheUnconnected
Read this if you know nothing about $ONDS I’ve spent hours digging into their business model to pile it all into 3k words It’s a lot to take in so I tried to make it all as straight forward as I could Let's dive in… ▪️ONDAS: Business Model ▪️ Ondas is a defense tech company…
It's been my third largest holding. I've had it longer than ROOT. I actually run the discord community for $TMDX as well with 405 members on it, if you want to check that one out I can invite :) $TMDX is nearly a monopoly on the organ transplantation scene with the only FDA…
$NVDA gave OpenAI money so they could buy more $NVDA chips in exchange for equity. $AMD, on the other hand, is giving equity through shareholder-aligned warrants in exchange for revenue, the opportunity to prove their chips at GW scale, and to have OpenAI as a software partner.…
$NVDA $AMD JENSEN HUANG ON THE OPENAI AMD DEAL: "I saw the deal. It's unique and surprising. Considering they were so excited about their next generation product, I'm surprised they would give away 10% of the company before they even built it. Anyway, it's clever, I guess."
$ASTS These are about 6 months old now but most of the information is still relevant today. There seems to be an influx of new retail and institutional shareholders, so i figured it was a good time to reshare these infographics. 🤳🛰
$MCD is still reeling on 1) NLRB ruling on franchise model to broaden the definition of "joint employer"; and 2) Citi neutral rating this morning. Despite the noise, the market is grossly underestimating the EPS for Q3 imo. The distribution cycle is almost over, *I think*. 🙏
Compilation "les Etats Financiers Pour Les Nuls" Dans ce thread je vais vous donner les éléments à savoir sur la comptabilité Car la compta c'est le langage des affaires Et investir = détenir des entreprises = comprendre les affaires Let's go !!!!!
John Elkann is quietly transforming the fortune of one of Europe’s wealthiest families. Thrown into his role during an attempted management coup, he is now working on his own vision This is his journey from novice to savvy capital allocator.
Pourcentage de gains à réaliser en fonction des pertes Au delà de 20% de pertes les efforts pour récupérer sa mise sont plus importants Protéger votre capital est la priorité numéro 1 en bourse
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