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Lin Xu
@lin_equity
Equity analyst. I read 10-Ks so you don't have to. Spoiler: it's the footnotes.
Joined January 2026
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Sponsorship money in individual sports is brutally top-heavy. The world No. 1 in tennis or the F1 champ banks tens of millions while world No. 80 barely breaks even on travel. The midfield economics are quietly broken. #finance #sports
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Earnings season reminder: a company can beat estimates and drop 10% because guidance was soft. You're not trading the quarter, you're trading the next four. #finance
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Watching tradfi quietly build the exact custody and settlement rails crypto spent a decade screaming about, then ship them with no token and a compliance team. The tech wins; the ideology loses. #finance
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