Jan. 18 at 8:36 AM
Let’s talk facts, not narratives
$BABA,
$FUTU,
$BIDU,
$TIGR often get labeled as “uninvestable” or “the worst in the world” by China bears — but that oversimplifies what actually happened. These stocks didn’t collapse because the businesses stopped working. They were hit by macro fears, policy uncertainty, sentiment cycles, and capital rotation.
If this helps, tap @QuantitativeTrading_
Strip away the noise and you’ll see profitable platforms, strong balance sheets, and businesses that are still deeply embedded in real economic activity. Price action reflects emotion and positioning, not just fundamentals.
The question now isn’t what went wrong years ago — it’s whether the market is mispricing what’s in front of it today. Worth an objective look.
