Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-01-02 | SCHEDULE 13D/A | Li Xiaodong | 16.1% | Med | filing |
2 disclosed trade(s) by 1 filer(s).
Watching · 1 mention(s), 0 personal-position post(s) · first 2026-07-04 · last 2026-07-04
“@fivepointscap Yep, $SE $MELI $JD $AMZN and the other e-commerce giants are the most obvious beneficiary of physical AI push that I can think of
Given they can optimizing opex immediately with robotics. Names like $META are kinda less clear.” post →
All 1 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-07-04 | @fivepointscap Yep, $SE $MELI $JD $AMZN and the other e-commerce giants are the most obvious beneficiary of physical AI push that I can think of
Given they can optimizing opex immediately with robotics. Names like $META are kinda less clear. → · 87 likes · 28,546 views |