$Alibaba(BABA)$  

I’m riding $BABA near term clearer catalysts (buybacks, cloud/AI angle, cost discipline) and the trend’s my friend. Meituan ($3690) is on watch for a turn, but I’d size smaller till we see takeaway margins stabilise and price reclaim key MAs. Trend for BABA, tactical for Meituan.

#bullish for the near Future 

Just quick read 😅 

Alibaba: Strong analyst upgrades, AI & cloud growth, better valuation, and upside of ~20–60%. Meituan: Some upside (~25%), but weak technicals, tougher competition, and less bullish sentiment. 👉 For capital gain potential, Alibaba clearly wins.

Alibaba Group Holding Ltd. ( $Alibaba(BABA)$ , BUY) - Strategic Investments Weigh on Profit, but Core Growth Engines Accelerate; Maintain BUY and $145 PT—Tiger ResearchWe are maintaining our BUY rating and $145 PT after Alibaba reported June quarter FY2026 results that showed a solid print despite headline profit softness, as the company’s heavy investments in quick commerce weighed on margins.Revenue reached RMB247.7 billion, up 10% year-over-year on a like-for-like basis excluding Sun Art and Intime, while adjusted EBITA fell 14% as management leaned into scaling Taobao Instant Commerce. The underlying message from the quarter is that Alibaba’s two strategic pillars—consumption and AI + Cloud—are gaining real traction and management’s outlook re

Let us weigh both sides more systematically: --- 1. Betting on the Underdog (Meituan) Pros: Valuation discount: After a steep sell-off, the stock may already price in weaker earnings. Upside potential could be significant if the market overreacted. Longer-term optionality: Underdogs often innovate aggressively to gain market share. If Meituan successfully adapts, the turnaround could be rewarding. Favourable risk-reward (if entry is well-timed): Buying into pessimism may yield higher multiples once sentiment improves. Cons: Business headwinds remain: Food delivery competition is intense, margins thin, and regulatory pressure in China is non-negligible. “Falling knife” risk: Underdogs can stay undervalued or decline further if fundamentals do not improve. --- 2. Riding the Surge (Alibaba) P

major trend

Nvda is a high performing company leading in ai technology which is the best pick for earnings growth $NVIDIA(NVDA)$ earnings growth is averaging >10% per quarter which is by far the leader in ai space

With Alibaba being so big it will be hard for Meituan to compete.

Meituan’s sharp drop reflects intense profit pressure from fierce competition and price wars, especially with Alibaba’s rapid expansion in instant retail via Taobao Flash Sale. Meituan faces dual challenges from core business squeeze and losses in new ventures, causing its stock to plunge amid concerns over profitability and growth balance. Betting on the underdog, like Meituan, is attractive because it is the under-institutionally held player with potential for rebound; popular stocks like Nvidia may have more limited upside due to high valuations and less risk-reward favorability. Choosing the major trend, such as Nvidia, offers more stability with strong AI market growth and continued demand for GPUs, aligning with lower risk and steady gains. Thus, the underdog’s risk lies in margin an

Alibaba delivered decent Q2 results, with 10% like-for-like Y/Y revenue growth and notable momentum in both e-commerce and cloud segments. The cloud business saw a 26% year-over-year revenue surge, fueled by AI adoption and aggressive CapEx plans, positioning Alibaba as China's cloud leader. With CapEx spending set to accelerate in the years ahead, Alibaba's Cloud Intelligence Group could be a major winner for the company. Alibaba's shares have soared in 2025 amid a rebound in e-commerce and strong cloud-driven growth, yet shares retain upside potential.

$Alibaba(BABA)$ $MEITUAN(MPNGF)$ The market is buzzing as September 2025 unfolds, with Alibaba (BABA) soaring 12% to $142.30 after a stellar earnings report, while Meituan-W (03690) slumped to HK$92.90 following a profit warning and an 89% net profit drop. Wednesday’s earnings from Meituan revealed intense competition eroding margins, yet CEO Wang Xing’s bold claim—“In a big competition, being the underdog is the most exciting position to be in”—ignites debate. With BABA riding a major trend and Meituan eyeing a comeback, investors face a pivotal choice. Should you chase BABA’s momentum or bet on Meituan’s resilience? This deep dive explores the stakes, risks, and rewards, backed by data and market shift

You are weighing two classic investment mindsets—contrarian (underdog) versus momentum (major trend). Both have merit, but the context matters. --- The Underdog Case (Meituan) Valuation Compression: After a steep sell-off, the stock may be trading at a discount relative to its fundamentals, making upside potential more attractive if execution improves. Asymmetric Payoff: Negative sentiment may already be priced in, so any positive catalyst (e.g., easing competition, better margins, regulatory tailwinds) could trigger outsized gains. Long-Term Positioning: If you believe Meituan can defend market share and eventually monetise new initiatives, the current weakness could be a buying opportunity. Risk: Catching the underdog requires patience and conviction, as underperformance can persist for

$MEITUAN-W(03690)$ $Alibaba(BABA)$ Investing is never just about numbers. It’s also about narratives, conviction, and the trade-off between safety and opportunity. This week, that age-old question resurfaced in dramatic fashion as two of China’s biggest internet companies, Meituan (03690.HK) and Alibaba (BABA), unveiled earnings that sent their stock prices in opposite directions. The divergence was striking. Meituan’s latest report showed pressure on profitability, triggering a sharp sell-off in its shares. In contrast, Alibaba surprised to the upside, rallying more than 12% in a single day after its earnings release. On the earnings call, Meituan CEO Wang Xing tried to reframe the market’s disappointme

My Investing Muse (01Sep25) Layoffs & Closure news Pfizer lays off 100 workers at former Seagen HQ in Seattle area - Fierce Pharma ANZ Group Holdings Ltd. is being forced to accelerate planned layoffs after automated emails were mistakenly sent to some employees before they were told of their termination. - Bloomberg Nike is taking the layoff route again this year, and this means job cuts for less than 1% of its corporate workforce. The company was recently reported to have 77,800 employees, but it remains unclear just how many from this expansive workforce will be affected by the cuts. - The HR Digest Intuitive to lay off 331 employees in California   The robotic surgery company, which filed a WARN notice with the state in August, plans for the layoffs to be effective in late Oct

Market Outlook of S&P500 (01Sep25) Technical observations: MACD - currently shows a downtrend as the price ranges. Exponential Moving Averages (EMA) lines are showing an uptrend. Both the 50 MA line and the 200 MA line are showing an uptrend. This speaks of a bullish outlook for both the short and long term. The CMF is positive at 0.21, indicating more buying pressure over the past 20 periods. Using technical analysis, 11 indicators indicate a “Buy” rating, while 3 indicate a “Sell” rating. Using the Daily interval, it has a “Strong Buy” rating. Emerging Patterns (from Grok) Bearish Engulfing (1D, Current, August 27, 2025) Implication: A bearish pattern indicating strong selling pressure, often marking the start or continuation of a downtrend. Doji (1D, 1 candle ago, August 26, 2025) I