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Reddit Mentions Today Week Month
Core cloud revenue growth from Dec '22 to Q3 '25: $GOOGL +108% $BABA +93% $AMZN (AWS) +54% $MSFT +44% $BIDU +18% Same AI cycle, very different compounding speeds.
All the market moving news in premarket summarised in one short 5 minute report. MAG7: * GOOGL - AI infrastructure chief told employees the company now has to 2x compute capacity every 6months to keep up with demand, saying the next 1000x needs to happen in four to five years. …
In my opinion, the generational winners will be companies with the largest datasets will prevail - GOOG=BIDU > APPL> AMZN=BABA > MSFT=META but there will also be industry specific players (like healthcare, i.e., drug discovery , possibly UNH or research hospital like MSK or Duke Univ), defense maybe PLTR, travel …
US-listed Chinese tech stocks still look cheap vs US peers – what am I missing? (BABA / BIDU / JD / PDD / NTES)
What rules do you have to sell and take profits? Does anyone use a rule to take profits? When stocks that you owe go hire. I am tired of making great paper profits only to see the profits cut in half or sometimes even turn negative. What rules do you …
Is $BIDU secretly helping the Chinese government target the U.S.?
Implied moves for next week - up or down idiot [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click) 7.9% [$PANW](https://x.com/search?q=%24PANW&src=cashtag_click) 7.6% [$WMT](https://x.com/search?q=%24WMT&src=cashtag_click) 5.2% [$HD](https://x.com/search?q=%24HD&src=cashtag_click) 4.5% [$TGT](https://x.com/search?q=%24TGT&src=cashtag_click) 10.0% [$LOW](https://x.com/search?q=%24LOW&src=cashtag_click) 5.1% [$BULL](https://x.com/search?q=%24BULL&src=cashtag_click) 11.0% [$BIDU](https://x.com/search?q=%24BIDU&src=cashtag_click) 7.8% [$MDT](https://x.com/search?q=%24MDT&src=cashtag_click) 3.8% [$BJ](https://x.com/search?q=%24BJ&src=cashtag_click) 7.6% [$FUTU](https://x.com/search?q=%24FUTU&src=cashtag_click) 8.8% [$VEEV](https://x.com/search?q=%24VEEV&src=cashtag_click) 6.7% [$ESTC](https://x.com/search?q=%24ESTC&src=cashtag_click) 16.6% [$INTU](https://x.com/search?q=%24INTU&src=cashtag_click) 6.6% [$GAP](https://x.com/search?q=%24GAP&src=cashtag_click) 13.3% [$CPRT](https://x.com/search?q=%24CPRT&src=cashtag_click) 7.9%
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Total Off-Exchange Volume: 2.0 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 1/15
Capitol Trades
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|---|---|---|
| No recent trades found. | ||
Insider Trades
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Primecap Management Company | 12,112,300 | $1.4 billion | 0.0435% | Sep 30, 2025 |
| Dodge & Cox Inc. | 4,404,415 | $514.8 million | 0.0158% | Sep 30, 2025 |
| UBS Group AG | 2,323,447 | $271.6 million | 0.0084% | Sep 30, 2025 |
| HSBC Holdings PLC | 2,134,864 | $249.5 million | 0.0077% | Sep 30, 2025 |
| Blackrock Inc. | 2,112,090 | $246.9 million | 0.0076% | Sep 30, 2025 |
| Morgan Stanley | 1,963,838 | $229.6 million | 0.0071% | Sep 30, 2025 |
| HHLR Advisors, LTD | 1,641,000 | $191.8 million | 0.0059% | Sep 30, 2025 |
| Robeco Institutional Asset Management B.V. | 1,539,432 | $179.9 million | 0.0055% | Sep 30, 2025 |
| Dimensional Fund Advisors LP | 1,243,620 | $145.4 million | 0.0045% | Sep 30, 2025 |
| Schroder Investment Management Group | 1,225,970 | $143.3 million | 0.0044% | Sep 30, 2025 |
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