$Alibaba(BABA)$if BABA reports good earnings - especially good guidance - this is going to the moon. There will be such a short squeeze. I think at $90 its still cheap, and I think you have to hold. They are beating us on electric vehicles - and now ai. I think you have to bet on the winning horse, and frankly the days of the US leading the world are over.
$XIAOMI-W(01810)$Xiaomi's stock has been relatively stable but faces some challenges. They continues to deepen its presence in smart hardware and IoT, especially with its smart home products and the push for 5G tech. However, there are concerns that its growth may slow, particularly due to increasing competition. As a fan of it, I think the company has a solid foundation. While the market is a bit uncertain, its long-term prospects remain strong,
$Alibaba(BABA)$Well, there is one thing all BABA investors agree on, and that is there is only one way for it to go from here, and that is up. The sky is the limit. In fact, the Snow Clown reiterates $92 by Groundhog Day and $95 by St. Valentine's Day. Who knows, we could hit $98 by Presidents' Day.
$XIAOMI-W(01810)$Xiaomi's stock (01810) is going up today. Looks like the market’s feeling good about their new product launches and moves into new markets. People are hopeful for some growth. But, there's always the risk of competition and the global economy being unpredictable. Overall, it seems like a solid bet for now, but you might want to keep an eye on it.
$Alibaba(BABA)$ The massive buybacks BABA has been conducting eventually dry up the pool of investors willing to sell at current levels. The stock will go up inevitably. It's just basic laws of supply and demand. Guys I saw all 9000 possible futures. In all of them BABA reaches 420 dollars.
$PDD Holdings Inc(PDD)$ it has temu taking over the world outside and most likely going to take down amazon $Amazon.com(AMZN)$ with its lower prices. This is beyond over sold. They have a business model that is taking over the entire world doing direct from manufacturer straight to the consumer. Nobody else can do it. They have 62% gross margins cause they don't have operating costs of amazon or alibaba. They even do it with farmers selling directly to consumers cutting out the middle man for that as well. No diwsorsification and that cash pile will continue to grow they can use more growth with not much debt. Just like berkshire.
$PDD Holdings Inc(PDD)$ I found that when I buy things on Taobao, I will get used to seeing whether the store's credit is a few crowns or hearts. I am used to communicating with the seller.When I buy things on PDD, I will directly look at the product and the price. Either the big manufacturers are very cheap, or they are too cheap and the cost of trial and error is low. The last guarantee is free returns.So from the perspective of user purchase decisions, PDD will close the deal faster
$Alibaba(BABA)$ Haha, actually if you think about it carefully, what is a loss? Where did Alibaba lose? How can a business be without ups and downs? A company's strategy cannot always be correct. Look at the essence and the core. Alibaba's foundation has not been shaken.
$Alibaba(BABA)$ Give it time mate, be patient and give it time. Not for ever, but give it some time. Thats what investing is all about. Headwinds will be replaced by tailwinds sooner or later. As long as a company is financially healthy things will ultimately turn around
$PDD Holdings Inc(PDD)$ Loading long calls now ??? Yes. I am waiting to see what trump does with tariffs. I love this company and I hope trump is not that stupid but...he has failed every business he was in so....not looking too good for the US. But...high hopes for PDD.