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Jo Betsy

12:00

$TENCENT(00700)$ Tencent is putting its money where its mouth is:CapEx skyrocketed +386% Y/Y to nearly $11 billion, mainly for AI-driven server and GPU expansion.AI spending will remain in the low teens (% of revenue) for 2025, signaling further investment.Tencent’s AI CapEx is still far below Meta’s ($63 billion planned for FY25), highlighting room to scale.AI is becoming the foundation of Tencent’s digital ecosystem, powering its platforms, advertising, and enterprise services

Jo Betsy

11:54

$Alibaba(BABA)$ Better to bet against US stocks in regards to tariffs on China. China is smart enough to improve relations and trade partnerships with others while the US on the other hand is tanking them with everyone.Why do you want to short specifically BABA when you can just as easily short Nvidia, Amazon, Marvel, etc.

Jo Betsy

04-10 11:57

$TENCENT(00700)$ Hong Kong stocks were the recipient of the STRONGEST DAY EVER for Southbound Stock Connect inflows as Mainland investors bought a net of $4.586 billion, with Alibaba and Tencent seeing significant inflows BABA and TCEHY

Jo Betsy

04-10 11:50

$Alibaba(BABA)$ The Chinese National Team is buying. The governement also easing the capital requirments to allow the governement coroporation to buy shares. In US , you do not fight the Fed. In China, you do not fight with the monetary and fiscal authority. Expert is saying the bull market is only at the beginning.

Jo Betsy

04-09 09:22

$Unum(UNM)$ Let’s go! Been eyeing this stock from the start and now it’s printing gains like crazy. Confidence through the roof，I’m holding tight and letting it run. Y’all hopping in or what?

Jo Betsy

03-20

$TENCENT(00700)$ Tencent 2024 Earnings: The Comeback is Real 🚀📈 Q4 revenue back to double-digit growth—healthy and sustainable.💰 Earnings slightly beat expectations—momentum is building.📊 This is the signal I’ve been waiting for.I’m deploying fresh capital—adding more Tencent. The story is just getting better. 🔥

Jo Betsy

03-20

$Alibaba(BABA)$ Alibaba: The AI Boom is Just Beginning 🚀🔹 Alibaba Cloud = 2x Huawei’s market share🔹 P/E only 12x—half of Amazon’s valuation🔹 AI-driven compute demand is exploding—a re-rating is inevitable!Alibaba’s golden era is just getting started. Doubling valuation? Absolutely on the table. 🚀💰 Now is NOT too late to board.

Jo Betsy

03-19

Tencent: A Long-Term Play with Unshakable Strategy 🚀

$TENCENT(00700)$ Tencent stays true to its game—steady, calculated, and always forward-thinking.✅ Massive shareholder returns keep market confidence high.✅ Heavy AI investment ensures dominance in the next era.✅ Balanced strategy—not reckless expansion, but a sustainable, structured AI push.With its self-developed Hunyuan model, DeepSeek open-source initiative, and hardware synergy, Tencent isn’t just keeping up—it’s building the future.Short-term gains + long-term vision = unstoppable momentum. This is how leaders stay ahead. 🔥

Tencent: A Long-Term Play with Unshakable Strategy 🚀

Jo Betsy

03-19

$Alibaba(BABA)$ AI Era: Alibaba Will Fly 🚀In the internet age, C-end impact was greater than B-end—favoring Tencent.But in the AI era, the impact on B-end will be far greater than C-end—this is Alibaba’s game.✅ Alibaba dominates B-end resources—AI unicorns are built on Alibaba Cloud.✅ AI changes the rules. The right way to evaluate companies now is through an AI lens.AI belongs to Alibaba, and the market will eventually realize it. My portfolio is positioned for this shift. 🔥

Jo Betsy

03-18

$TENCENT(00700)$ Tencent Closes +3.15%—AI + WeChat = Unshakable Moat 🚀Tencent just reinforced its dominance—AI models are now integrated into the WeChat ecosystem. This is a long-term game-changer.WeChat is already China’s digital backbone, and with AI embedded, the moat only gets deeper. This isn’t just about chatbots—it’s about monetization, engagement, and ecosystem stickiness at an unprecedented scale.

Jo Betsy

03-18

Why I’m All-In on Alibaba—A Self-Sustaining Bull Thesis

$Alibaba(BABA)$ My conviction in buying and holding Alibaba is solid and self-reinforcing. The logic is simple:1️⃣ Alibaba owns cloud + AI—China’s economic transformation depends on these technologies. The future is digital, and Alibaba is at the center of it.2️⃣ Alibaba is cash-rich—The next era of innovation belongs to AI, and capital will always flow toward the tech giants with the resources to dominate. Alibaba is one of them.3️⃣ Alibaba is the China story—And China’s future is tech-driven. When the market wakes up to this reality, BABA will be a leader in the next bull cycle.This isn’t just a trade. This is a long-term conviction play. 🚀Why Alibaba Might Be a Risky Investment | China Uncensored - YouTube

Why I’m All-In on Alibaba—A Self-Sustaining Bull Thesis

Jo Betsy

03-17

$TENCENT(00700)$ Tencent: The Sleeping Giant AwakensBoom. This is what happens when a market underestimates a true titan for too long. Tencent just dropped a blowout quarter, and the stock is responding the only way it should—straight up.This isn’t just a Tencent rally—this is a wake-up call for the entire tech sector. Confidence is back, momentum is building, and those who doubted are now scrambling to get back in.

Jo Betsy

03-17

$Alibaba(BABA)$ Alibaba (BABA): The Patience Game80—that’s where conviction met opportunity. 6/10 of a position locked in, not for a quick trade, not for a fleeting bounce, but for the long haul.A company like Alibaba doesn’t need you to time the perfect entry. It needs you to stay, to believe, to hold when others hesitate.

Jo Betsy

03-13

$TENCENT(00700)$ Should we keep buying Tencent?At the start of this year, China’s AI development was still in its early stages, but now, the momentum is undeniable. Tencent's position is becoming increasingly certain. With AI advancements accelerating, the value of its cloud business is finally being recognized. This isn't just about gaming or social platforms anymore—Tencent is shaping up to be a major force in AI-driven cloud computing. The market hasn't fully priced this in yet. The upside? Still huge.

Jo Betsy

03-13

$Alibaba(BABA)$ If the US just announced they will limit pension funds from investing in Chinese companies, does that included US listed ADRs like Alibaba which trades on the NYSE? My hunch is no, because it’s on the NYSE! Then that’s bullish for BABA because pension funds that want China exposure will only be able to buy US listed ADRs.

Jo Betsy

03-12

$TENCENT(00700)$ At this point, no one should be underestimating the strength of Hong Kong-listed companies anymore. 💪🔥Being a contrarian in the market is brutal—when prices keep falling, you can talk about how cheap valuations are, but no one believes you until they see three massive green candles. 📈💥And Tencent? Big shareholders sell, Tencent just keeps buying back. Show me another company this committed to rewarding shareholders! 🤯💰 Absolute beast mode. 🚀😎

Jo Betsy

03-12

$Alibaba(BABA)$ The Top 5 Countries with the Largest Ecommerce Markets BABA This is healthy the monthly chart looks good. We’re just in a consolidation period. We were slightly overbought, so this pullback was necessary.buy more and hold for 180 by summer 2025

Jo Betsy

03-12

$Plug Power(PLUG)$ Big boost for hydrogen energy! The U.S. Department of Energy is backing Plug Power with a $1.7 billion loan guarantee to build its hydrogen plant. This level of support solidifies its leadership in the industry. Stock price is responding well—bullish on future growth!

Jo Betsy

03-11

$TENCENT(00700)$ Long-term vision: In the short term, stock prices are a voting machine—but in the long run, they’re a weighing machine. 📈⚖️Tencent’s profits have surged 454x in 10 years, with cash flow driving its market cap past 4 trillion RMB. Proof that time is the best friend of a great business! ⏳💰May this be a permabull stock for the next 10 years.

Jo Betsy

03-11

$Alibaba(BABA)$ BABA riding the China AI wave! 🚀🔥 Double-digit gains in just 2 days!I went 20% into triple-leveraged China stocks (YINN) and 20% into BABA in my 100% real-time, fully replicable portfolio. And now? BABA has already delivered double-digit gains in just 48 hours! 🚀💰This AI boom is just getting started. Buckle up, because China tech is making a comeback! 😎🔥

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