To The Moon

Own the Toll Collector, Not the Toll Payer I’d rather own Nvidia than the companies paying the higher AI bill—but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia’s pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the “toll collector,” but valuation matters. I’d rather buy on meaningful pullbacks than chase strength ahead of earnings. @Marktomarket [微笑]

Hello. Last friday's US session was a quiet one — $Invesco QQQ(QQQ)$ closed up 0.35 per cent, $SPDR S&P 500 ETF Trust(SPY)$ 0.41 per cent and the Dow 0.98 per cent — though the week as a whole still finished lower. What mattered happened after the close. On 23 August $BABA-W(09988)$ announced and priced a placement of new shares worth HK$80 billion, about US$10.2 billion, sold at an 8.4 per cent discount, with the net proceeds going into full-stack AI infrastructure. That is the fourth such raise in the same week. Intel sold US$20 billion of stock at US$95 a share;

$BABA-W(09988)$  fell 10% on Monday (24 August) morning after announcing plans to raise approximately HK$80 billion through a share sale. The placement is expected to dilute earnings and weigh on the stock’s near-term performance. Amplifying the move, the $Alibaba 5xShortSG270907(RHDW.SI)$  rose 50% in early trading, while the $Alibaba 5xLongSG270712(ZVNW.SI)$ fell a similar magnitude. The weakness spilled into the broader technology sector, pushing the $HSTECH(HSTECH)$  down approximately 3.5%. Correspondingly, the  $HSTECH 7xShortSG270309(9B2W.SI)$<

📊 Alibaba’s latest quarter shows a fascinating contradiction: the business is growing, especially in Cloud and AI, but the cost of that growth is becoming increasingly visible in earnings and cash flow. 🚀 Revenue Growth Is Still Real Alibaba’s August 2026 quarter, FY27 Q1, delivered revenue of approximately CN¥268.95bn, representing 8.6% year-over-year growth and slightly beating expectations. 📈 The biggest highlight was Cloud & AI Compute Services, which generated around CN¥48.4bn, up roughly 45% YoY. ☁️🤖 This was one of the strongest growth rates Alibaba’s cloud business has delivered in years and reinforces the argument that AI computing demand is becoming an increasingly important growth engine. However, investors need to look beyond the revenue headline. 👀 While sales are accelera

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

totally agree that the persistent strength in Gold is telling that Bessent's rescue has failed. The fact that treasury showing panic and blinked is telling. @mr_cashcow come comment for coins.

Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su

Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su

The market is shifting from “Who beat expectations?” to “Who has genuinely improving fundamentals and sustainable cash flow?” $Wal-Mart(WMT)$ is the clearest example: it could have kept the tariff refund and increased earnings, but instead chose to cut prices. That decision signals that consumer purchasing power is becoming a concern. Comment for coins @Shyon @koolgal @Barcode @SPACE ROCKET @icycrystal

I would watch margins next quarter, while giving Alibaba a modest cloud re-rating. The bullish case is real: Cloud and Compute grew 45%, its strongest growth in 22 quarters, while cloud adjusted EBITA jumped 133% and margin expanded to about 12%. AI product revenue has also delivered triple-digit growth for 12 consecutive quarters.  But I would not fully re-rate BABA on cloud growth yet. The problem is capital intensity. Capex rose 75% to RMB67.7bn, while GAAP net profit fell roughly 75%. Management is effectively exchanging near-term earnings and free cash flow for future AI capacity.  The crucial question is therefore not whether AI demand exists. It clearly does. It is whether cloud revenue and margins can grow faster than AI infrastructure spending. My hierarchy: 1. Cloud gro

Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba’s margin structure is still under serious pressure. I would not treat Alibaba as simply a “cheap AI stock.” It is a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today’s margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform

Very good

Good

Hello. The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. $S&P 500(.SPX)$ closed down 0.87 per cent and $Dow Jones(.DJI)$ 1.32 per cent, about 600 points — Barro

$NetEase(NTES)$ enters its August 20 second-quarter report with a profitable domestic games franchise and a growing collection of international titles. The central question is whether global releases can create durable growth without the marketing expense, development risk and regulatory exposure that have historically limited Chinese publishers overseas. NetEase reported its first quarter on May 21 for the period ended March 31. Revenue increased 6.1% year over year to RMB30.6 billion, or approximately $4.4 billion. Games and related services revenue rose 6.9% to RMB25.7 billion, accounting for about 84% of the company total. Gross profit increased 14.8% to RMB21.2 billion, while non-GAAP net income attributable to shareholders reached RMB11.3 bi

🌟🌟🌟I vote $Alibaba(BABA)$ $BABA-W(09988)$ will close Flat in the -5% to 5% zone.  Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters.  Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A "Very Red" crash is almost entirely off the table because the underlying top line volumes are exceptionally health.  Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with $Apple

I’m leaning bullish on Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ going into earnings. The headline EPS and net income declines are expected, but I think the bigger story is whether heavy AI investment is finally translating into stronger Cloud growth and improving profitability. Alibaba Cloud growing over 40% would be a major positive signal, especially if AI-related demand continues to scale. I’ll also be watching whether Instant Commerce losses start narrowing, which could give China e-commerce margins some much-needed relief. My vote: Bullish but within flat range📈. If Alibaba delivers strong Cloud growth and gives investors confidence that AI spending can drive future profits, I think the market c

Maybe, maybe not. Probably not.

Just funded my tiger brokers account and bought some vgs etf. Is there a better play for long term investment in au?

Replying to @1PC:Thanks for sharing 👍🏻//@1PC:Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000

Hello. Last friday's US session was a quiet one — $Invesco QQQ(QQQ)$ closed up 0.35 per cent, $SPDR S&P 500 ETF Trust(SPY)$ 0.41 per cent and the Dow 0.98 per cent — though the week as a whole still finished lower. What mattered happened after the close. On 23 August $BABA-W(09988)$ announced and priced a placement of new shares worth HK$80 billion, about US$10.2 billion, sold at an 8.4 per cent discount, with the net proceeds going into full-stack AI infrastructure. That is the fourth such raise in the same week. Intel sold US$20 billion of stock at US$95 a share;

📊 Alibaba’s latest quarter shows a fascinating contradiction: the business is growing, especially in Cloud and AI, but the cost of that growth is becoming increasingly visible in earnings and cash flow. 🚀 Revenue Growth Is Still Real Alibaba’s August 2026 quarter, FY27 Q1, delivered revenue of approximately CN¥268.95bn, representing 8.6% year-over-year growth and slightly beating expectations. 📈 The biggest highlight was Cloud & AI Compute Services, which generated around CN¥48.4bn, up roughly 45% YoY. ☁️🤖 This was one of the strongest growth rates Alibaba’s cloud business has delivered in years and reinforces the argument that AI computing demand is becoming an increasingly important growth engine. However, investors need to look beyond the revenue headline. 👀 While sales are accelera

$BABA-W(09988)$  fell 10% on Monday (24 August) morning after announcing plans to raise approximately HK$80 billion through a share sale. The placement is expected to dilute earnings and weigh on the stock’s near-term performance. Amplifying the move, the $Alibaba 5xShortSG270907(RHDW.SI)$  rose 50% in early trading, while the $Alibaba 5xLongSG270712(ZVNW.SI)$ fell a similar magnitude. The weakness spilled into the broader technology sector, pushing the $HSTECH(HSTECH)$  down approximately 3.5%. Correspondingly, the  $HSTECH 7xShortSG270309(9B2W.SI)$<

Own the Toll Collector, Not the Toll Payer I’d rather own Nvidia than the companies paying the higher AI bill—but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia’s pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the “toll collector,” but valuation matters. I’d rather buy on meaningful pullbacks than chase strength ahead of earnings. @Marktomarket [微笑]

Hello. The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. $S&P 500(.SPX)$ closed down 0.87 per cent and $Dow Jones(.DJI)$ 1.32 per cent, about 600 points — Barro

Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su

Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

I would watch margins next quarter, while giving Alibaba a modest cloud re-rating. The bullish case is real: Cloud and Compute grew 45%, its strongest growth in 22 quarters, while cloud adjusted EBITA jumped 133% and margin expanded to about 12%. AI product revenue has also delivered triple-digit growth for 12 consecutive quarters.  But I would not fully re-rate BABA on cloud growth yet. The problem is capital intensity. Capex rose 75% to RMB67.7bn, while GAAP net profit fell roughly 75%. Management is effectively exchanging near-term earnings and free cash flow for future AI capacity.  The crucial question is therefore not whether AI demand exists. It clearly does. It is whether cloud revenue and margins can grow faster than AI infrastructure spending. My hierarchy: 1. Cloud gro

$NetEase(NTES)$ enters its August 20 second-quarter report with a profitable domestic games franchise and a growing collection of international titles. The central question is whether global releases can create durable growth without the marketing expense, development risk and regulatory exposure that have historically limited Chinese publishers overseas. NetEase reported its first quarter on May 21 for the period ended March 31. Revenue increased 6.1% year over year to RMB30.6 billion, or approximately $4.4 billion. Games and related services revenue rose 6.9% to RMB25.7 billion, accounting for about 84% of the company total. Gross profit increased 14.8% to RMB21.2 billion, while non-GAAP net income attributable to shareholders reached RMB11.3 bi

totally agree that the persistent strength in Gold is telling that Bessent's rescue has failed. The fact that treasury showing panic and blinked is telling. @mr_cashcow come comment for coins.

The market is shifting from “Who beat expectations?” to “Who has genuinely improving fundamentals and sustainable cash flow?” $Wal-Mart(WMT)$ is the clearest example: it could have kept the tariff refund and increased earnings, but instead chose to cut prices. That decision signals that consumer purchasing power is becoming a concern. Comment for coins @Shyon @koolgal @Barcode @SPACE ROCKET @icycrystal

Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba’s margin structure is still under serious pressure. I would not treat Alibaba as simply a “cheap AI stock.” It is a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today’s margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform

Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. $SanDisk Corp.(SNDK)$ closed up 8.88 per cent at US$1,786.85, and $Tradr 2X Long SNDK Daily ETF(SNXX)$ rose 17.73 per cent in a day. $Micron Technology(MU)$ closed up 4.13 per cent at US$1,011.75, back above US$1,000. $Western Digital(WDC)$ rose 5.35 per cent, $SK hynix(SKHY)$ 3.04 p

Very good

Good

$Alibaba(BABA)$’s agreement to sell Lingxi Games reflects a broader portfolio reset. Management is converting non-core assets into financial capacity for cloud computing and artificial intelligence, but divestment alone does not prove that the retained businesses will earn adequate returns on their rising investment. Trustar Capital confirmed on August 17 that it had agreed to acquire $BABA-W(09988)$’s entire Lingxi stake. A person familiar with the transaction told Reuters that proceeds should exceed $2 billion, although the companies did not disclose final terms or a closing timetable. Lingxi’s management is expected to remain. Reuters’ August 17 transaction report provides the available details. The s

🌟🌟🌟I vote $Alibaba(BABA)$ $BABA-W(09988)$ will close Flat in the -5% to 5% zone.  Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters.  Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A "Very Red" crash is almost entirely off the table because the underlying top line volumes are exceptionally health.  Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with $Apple

After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo

Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. $Alibaba(BABA)$ $BABA-W(09988)$ Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42