The Great Wall Street

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Alibaba Q2 2025: A New Chapter, or Just Another Shuffle?
Management’s tone shifted. The strategy looks clearer. But the segment reporting still smells fishy, and the real fight may just be starting.
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1
Pinduoduo Q2 2025: Why the Headline Numbers Mislead
From user-first to merchant-first: what it means for margins, Temu, and Maicai
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5
China’s Robotaxi Race Moves Fast: Latest Developments with Baidu and Pony.ai
A follow-up on my earlier piece: rapid changes, first hand comparisons, and what Baidu’s earnings reveal about its AI ambitions
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Tencent: The Art of Boring Brilliance
Tencent earnings Q2 2025 WeChat ads games cloud AI
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3
Inside China’s Robotaxi Boom
I rode China’s new wave of robotaxis through storms, night traffic, and crowded streets — here’s what works, what doesn’t, and how fast they might…
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2
Still Just a Rat in a Cage: Why Analyst Estimates Drive Investors Mad
Why JD, Alibaba, Pinduoduo and others drop after earnings—no matter the result.
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Who Paid for China’s Instant Retail War?
China’s food delivery war exploded in Q2 2025. JD, Alibaba, and Meituan lit billions on fire. Here’s who actually paid—and what comes next.
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6
How to Spot Red Flags in Chinese & HK Markets
AI Prompts to Avoid Value Traps and Streamline Stock Research
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3
The Most Overlooked Winner in Offshore Oil
Less visible than its Western peers, but structurally far stronger.
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The Great Wall Street
The Great Wall Street
The Great Wall Street
Insights on Chinese stocks, policies, and key developments—without the noise. Straight from Shanghai. Clarity in every post, focused on what truly matters.
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