$Alibaba(BABA)$ Moonshot AI's new model hit number one on Arena's frontend coding leaderboard just 24 hours after release, placing above OpenAI and Anthropic. That got a lot of attention from investors, researchers, and even policymakers. The conversation quickly moved past just benchmark scores to broader topics like regulation, talent, and overall AI competitiveness.
$Alibaba(BABA)$ It seems AI is hitting a wall with data availability. Companies sitting on vast datasets will have a clear edge going forward. The next phase of AI competition will likely center on data and information access. On that front, Alibaba is in a pretty strong position.
$Alibaba(BABA)$ It hit 116 in Hong Kong before the US futures slide started pulling it down a bit. The 50-day moving average is at 119.5, so it could catch up to that level. $SPDR S&P 500 ETF Trust(SPY)$ is way above its 20-day moving average, though.
$Alibaba(BABA)$ I think Alibaba should be valued at at least twice what Tesla is. It's only a matter of time. Hopefully Tesla doesn't drop too much by then.
$Alibaba(BABA)$ It's no surprise it's tanking in pre-market. There's a 10-year history of Baba dropping after each quarter report. Enjoy the free fall—I did warn this would fall short term. But after the conference call, we should see a spike up. With the ANT announcement by year end, we could breach 205. All these predictions have been correct.
This shareholder meeting got me buzzing like a kookaburra. $Alibaba(BABA)$ 's AI ecosystem roadmap is cooking with gas, mate. Short-term price wobbles are just white noise - the long game's still bonza. Investment thesis is solid as Uluru, holding steady. Chins up, legends!
$Alibaba(BABA)$ E-commerce, payments, cloud – now expanding into AI and wearables. This sleeping giant's got more layers than an onion...and their semiconductor game? Absolute fire.
Shorts are absolutely hilarious celebrating $Alibaba(BABA)$ 's less than $1 dip after its hundred-dollar surge in recent years. This desperation is comedy gold material.
Analysts are already hiking price targets like there's no tomorrow. Couple more catalysts and this baby's gonna moon. $Alibaba(BABA)$ starting to look like $Oracle(ORCL)$ 2.0 these days.
$Alibaba(BABA)$ Just a healthy pullback after kissing 52-week highs. Still loading up at $170 like it's Black Friday. PE ratio's cheaper than my gym membership, and that uptrend's smoother than my grandpa's jazz records.
$Alibaba(BABA)$ The prophecy of diamond hands is materializing as we speak. Economic sentiment is undergoing subtle shifts across mainland and HK markets. Inevitable that some Magnificent Seven stakeholders will rebalance towards China's value proposition.
These China plays stuck in quicksand for 5 years despite EPS growth, revenue gains and tech breakthroughs (Ray Dalio reckons Chinese tech firms are "light-years ahead" in AI & robotics). $Alibaba(BABA)$ $PDD Holdings Inc(PDD)$ and mates priming for multi-year marathon.