
Brian Coughlin
@EquityBrian
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Hunting for quality, value & mispriced growth. Independent investor sharing ideas via Coughlin Capital → https://t.co/pc4h0r6iX5
Boston, MA
Joined January 2014
“Chinese tech companies are genuinely embracing the concept of shareholder returns, marking a critical and positive turning point for investors.” $BABA $TCEHY.
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RT @KairosPraxis: Captain obvious here, but I still can't get over how insane SaaS SBC levels even after these companies have been public f….
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Classic Lutnick.
🇨🇳🇺🇸Beijing turns against Nvidia’s AI chip after ‘insulting’ Lutnick remarks.Beijing has moved to restrict sales of Nvidia’s China-specific H20 artificial intelligence processor after US commerce secretary Howard Lutnick made remarks on chip exports that senior Chinese officials
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RT @birdshire: $baba casually turning its merchant monetization into SaaS + Ads. That’s the blueprint to scaling video/live/creator ads acr….
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“Alibaba dominated China’s cloud industry in the March quarter, with a 33 per cent market share, followed by Huawei with a market share of 18 per cent, Canalys said.” $BABA.
scmp.com
The top two players each held roughly 25 per cent of the 2024 market, followed by Tencent and Huawei, IDC says.
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What part of the cycle is this?.
Day 1 of standing outside @Drake ‘s house until he buys at least ONE share of $OPEN. He said “started from the bottom” — well, so did we. Let’s ride. 🚀
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RT @DeItaone: BEIJING -- Leading municipalities in China are seeking to achieve at least 70% self-sufficiency in artificial intelligence c….
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RT @SixSigmaCapital: Momentum getting hit, no bid, VIX at 15. Very orderly so far and healthy. Plenty of room to fall further.
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