Alibaba stock has appreciated almost 100% since Q4 last year and has be a fantastic counter for option trading! Join my team if you are an option fan!

For US Tech stocks, ito sell into any rally or Green Day. earning will be fuzzy and likely guided down if there is any guidance at all. CAPEX will be halted or reduced given the uncertainty of the US tariff threat and chaos. China will not blink so expect zero trade with US and all the US semiconductor supply chain vendors will all be impacted by import tariffs of 145% and many might bleed immediately and if prolonged will fold.  The whole re-industrialization of US is not planned well and therefore will only damage US economically hence lower GDP for sure. You can't have income from tariff and at the same time wants to re-industrialize US by forcing manufacturing back to US and at the same time still keep the USD reserve status. US needs to choose 1 and be very good at it. Also to ke

Nvda result tonight should beat analysts expectatio, key is guidance and with many hyperscalers committing billions into CAPEX for AI infrastructure expansion, it should gap up and drive China tech to 2-3 year high. likewise HSI should break above 24k and perhaps touch 25k again in the next 2 weeks. Cheers!

$KUAISHOU-W(01024)$   The market is reacting to two things at once here: 1. the idea that Kuaishou Technology has a hidden AI asset the market wasn’t fully valuing, and 2.  possibility that a spin-off crystallizes that value in a cleaner “pure-play AI” structure. The rumor/report is that Kling AI could be spun off at around a US$20B valuation. That number is not crazy in the current China AI market context. Comparable Chinese AI names are now getting very aggressive private-market marks, especially anything tied to foundation models or video generation. Based on the math, Kuaishou valuation has fallen to ~USD25B  So if Kling alone is worth US$20B, the market is implicitly saying: * the legacy short-video + ads + e-commerce bu

$Alibaba(BABA)$  china no 1 AI cloud provider and leading e-commerce is clearly undervalued and severely neglected by major investors. With a market cap of 295B but with earnings multiple potentially and clearly will increase 5x in 5 years. used to be Anything but China but now it's clearly Buy China or ignore at your own financial peril. No of patents filed by China is 3x-4x US in critical advance field. imagine Amazon in 2015. every $ invested in China tech bluechip or franchise leader like BABA, TENCENT, KUAISHOU, SMIC, MEITUAN, will stand to reap substantial once in a generation wealth gain. Don't blink.