To The Moon

This week, the two giants of China’s tech sector, $TENCENT(00700)$ and $BABA-W(09988)$ , both saw their shares tumble following their latest earnings releases. Prior to the reports, Tencent had surged 7% as a leading "OpenClaw" concept stock. However, just two days later, that momentum evaporated as market anxieties over heavy AI spending took hold. Is this post-earnings dip a "buying the valley" opportunity? Let’s dive into the latest analyst insights to find out. Institutional Views: AI Investment Accelerating, Near-Term Profits Under Pressure $Alibaba(BABA)$: Morgan Stanley Maintains Overweight, Price Target US$180 Morgan Stanley's report is a mix of highlig

Both $TENCENT(00700)$ and $BABA-W(09988)$ shares tumble following their latest earnings releases mostly due to the adverse investment climate because of geopolitical reasons. The AI business momentum is accelerating with no fundamental reversal in sight. Buy the dips of these two giants as their downsides maybe limited. Do research and invest carefully and do each trade with due diligence. Good luck to all Tiger friends. Thanks @Tiger_SG @TigerStars @Tiger_comments @icycrystal @1PC

The two main drags were: Quick Commerce (Ele.me and instant retail) with continued widening losses, and the "All Others" segment posting a RMB 9.8bn loss that deteriorated further quarter-on-quarter. Morgan Stanley's response was "unchanged thesis" — core investment case intact — but near-term EPS estimates were revised lower, making the overall tone a modest negative revision.

Morgan Stanley's report is a mix of highlights and controversy. Cloud is the standout — revenue grew 36% YoY, with external revenue accelerating to 35%, and AI-related revenue delivering triple-digit growth for 10 consecutive quarters, validating Alibaba Cloud's competitiveness in AI infrastructure.

No need to rush in since market sentiment is filled with much fear lately. Wait for a while.

This week’s pullback in $TENCENT(00700)$ and $Alibaba(09988)$ feels more like a reset in expectations than a breakdown in fundamentals. I see the selloff driven mainly by concerns over rising AI capex, while their core businesses—Tencent’s gaming and ads, and Alibaba’s AI-driven cloud—remain strong. That said, near-term risks are real. Both companies are ramping up investments, which will pressure earnings growth, and Alibaba’s weaker profitability plus losses in its “All Others” segment are a concern. Tencent’s lower buybacks also reduce downside support, so I expect volatility to continue as the market digests overcapex fears. From a valuation standpoint, the dip is becoming more attractive. Tenc

As of March 20, 2026, both $Alibaba(BABA)$ Alibaba and $TENCENT(00700)$ Tencent have released their latest earnings (Q4 2025/FY 2025), and the market reaction has been telling. While both face headwinds in their legacy businesses—e-commerce for Alibaba and a mix of gaming/ads for Tencent—their AI trajectories are diverging into two distinct models: Infrastructure (Alibaba) vs. Ecosystem Integration (Tencent). AI as the New Growth Engine: Fact or Friction? For both companies, AI is no longer a "future" project; it is actively offsetting the stagnation in their core segments. However, the "miss" in expectations primarily stems from the massive costs required to fuel this engine. Alibaba: AI is the volume d

Your framing is accurate. Both Alibaba Group and Tencent are entering a capex-heavy AI phase, and the market is struggling to price the transition. --- 1) Can Alibaba Cloud price hikes offset margin pressure? Short answer: partially, but not immediately. Why price increases help: 37% cloud growth suggests AI-driven demand is real, not just cyclical Enterprise AI workloads (training + inference) are less price-sensitive Higher-value services (AI, data, security) → structurally better margins But the constraint: AI infra (GPUs, data centres) is front-loaded capex Depreciation + energy costs hit before revenue fully scales China cloud competition (Huawei, state players) caps aggressive pricing 👉 Net effect: Price hikes can slow margin erosion, but unlikely to “fix” next-quarter profits. --- 2

Looks good profit percentages are high 

Aiming to buy when it touch $100.

BABA very bullish on stock buying mor at these prices price target $220

This week, two Chinese tech giants are stepping into the spotlight: $TENCENT(00700)$ and $BABA-W(09988)$ $Alibaba(BABA)$ Which one are you betting on this earnings season? What to Watch $TENCENT(00700)$ reports on March 18 Wall Street is expecting revenue of about RMB 193.5 billion, up 14.6% from a year ago. EPS is expected to come in at RMB 7.02, up 28.5%. Tencent’s main business still looks strong. Gaming should remain the backbone, with older hit titles still bringing in cash and newer games adding extra support. Its international gaming business is also expected to stay strong. Advertising is another bright spot.

$Alibaba(BABA)$ is set to report its fiscal Q3 2026 earnings (ending December 2025) tomorrow, Thursday, March 19, 2026, before the U.S. market opens. The stock is currently trading around $136–$137, a significant discount to its intrinsic "fair value" estimates (~$199) but under technical pressure due to massive investments in AI and a "war of attrition" in Chinese e-commerce. Analyst Expectations Alibaba (BABA) reported its fiscal Q2 2026 earnings on November 25, 2025. The results painted a picture of a company undergoing a "Great Pivot"—sacrificing short-term profitability to cement its dominance in the next generation of AI and "Quick Commerce." Fiscal Q2 2026 Earnings Summary While the top line showed resilience, the bottom line was heavily we

$Micron Technology(MU)$ and $Palantir Technologies Inc.(PLTR)$ are two of the hottest artificial intelligence (AI) stocks, at the moment. Both companies generate phenomenal revenue and earnings growth as demand for their products soars, thanks to developments in AI and US market did not let it go unnoticed. Why are they so “hot” now ? Comparison - Quarterly earnings. Both MU and PLTR are producing excellent financial results right now. MU Earnings. For Q1 2026, MU reported: Revenue of $13.64 billion beating analysts’ estimates of $12.83 billion. Earnings per share (Non GAAP) was $4.78 /share vs Wall street consensus’s of $3.94. Net Income (GAAP) amounted to $5.24 billion. PLTR Earnings. For Q4 2025, PLTR

ARKK Investment Tracker position change: Decreased position in Alibaba by 5,523 shares, the number of shares held decreased 1.18% compared to the previous period and now represents 1.03% of the total position.

Alibaba Earnings Preview: Huge CapEx, Quick Commerce, and Qwen App - How Can the Three Major Cash Burners Be Filled? $Alibaba(BABA)$   is scheduled to release its financial results pre-market on March 19 ET. Core Financial Indicators – The company's revenue is expected to be ￥289.73B for FY2026 Q3, up 3.42% YOY; – Net income is estimated to be ￥24.17B, down 50.62 YOY. The reason for this low single-digit revenue growth is that Alibaba has divested its less profitable offline retail businesses in China, Intime Department Store and Sun Art Retail, which were still included in the financial reports of the same period last year. Alibaba has not separately disclosed the revenue scale of them, but referring to pr

This week, the two giants of China’s tech sector, $TENCENT(00700)$ and $BABA-W(09988)$ , both saw their shares tumble following their latest earnings releases. Prior to the reports, Tencent had surged 7% as a leading "OpenClaw" concept stock. However, just two days later, that momentum evaporated as market anxieties over heavy AI spending took hold. Is this post-earnings dip a "buying the valley" opportunity? Let’s dive into the latest analyst insights to find out. Institutional Views: AI Investment Accelerating, Near-Term Profits Under Pressure $Alibaba(BABA)$: Morgan Stanley Maintains Overweight, Price Target US$180 Morgan Stanley's report is a mix of highlig

As of March 20, 2026, both $Alibaba(BABA)$ Alibaba and $TENCENT(00700)$ Tencent have released their latest earnings (Q4 2025/FY 2025), and the market reaction has been telling. While both face headwinds in their legacy businesses—e-commerce for Alibaba and a mix of gaming/ads for Tencent—their AI trajectories are diverging into two distinct models: Infrastructure (Alibaba) vs. Ecosystem Integration (Tencent). AI as the New Growth Engine: Fact or Friction? For both companies, AI is no longer a "future" project; it is actively offsetting the stagnation in their core segments. However, the "miss" in expectations primarily stems from the massive costs required to fuel this engine. Alibaba: AI is the volume d

Both $TENCENT(00700)$ and $BABA-W(09988)$ shares tumble following their latest earnings releases mostly due to the adverse investment climate because of geopolitical reasons. The AI business momentum is accelerating with no fundamental reversal in sight. Buy the dips of these two giants as their downsides maybe limited. Do research and invest carefully and do each trade with due diligence. Good luck to all Tiger friends. Thanks @Tiger_SG @TigerStars @Tiger_comments @icycrystal @1PC

The two main drags were: Quick Commerce (Ele.me and instant retail) with continued widening losses, and the "All Others" segment posting a RMB 9.8bn loss that deteriorated further quarter-on-quarter. Morgan Stanley's response was "unchanged thesis" — core investment case intact — but near-term EPS estimates were revised lower, making the overall tone a modest negative revision.

Morgan Stanley's report is a mix of highlights and controversy. Cloud is the standout — revenue grew 36% YoY, with external revenue accelerating to 35%, and AI-related revenue delivering triple-digit growth for 10 consecutive quarters, validating Alibaba Cloud's competitiveness in AI infrastructure.

No need to rush in since market sentiment is filled with much fear lately. Wait for a while.

This week’s pullback in $TENCENT(00700)$ and $Alibaba(09988)$ feels more like a reset in expectations than a breakdown in fundamentals. I see the selloff driven mainly by concerns over rising AI capex, while their core businesses—Tencent’s gaming and ads, and Alibaba’s AI-driven cloud—remain strong. That said, near-term risks are real. Both companies are ramping up investments, which will pressure earnings growth, and Alibaba’s weaker profitability plus losses in its “All Others” segment are a concern. Tencent’s lower buybacks also reduce downside support, so I expect volatility to continue as the market digests overcapex fears. From a valuation standpoint, the dip is becoming more attractive. Tenc

Recently, the Hang Seng Index has surged for three consecutive days, capturing the attention of many traders. Analysts attribute this rally to better-than-expected macroeconomic data from mainland China, an earnings recovery in tech stocks driven by the AI boom, and a short-term easing of geopolitical risks in the Middle East. However, against the backdrop of this continuous surge, authoritative institutions warn that the Hong Kong stock market still faces deep-seated tail risks from resurging inflation and foreign capital flight beneath the surface of this rebound. We will now discuss whether it is advisable to chase the current rally in the Hang Seng market.​$A50指数主连 2603(CNmain)$ $恒生指数主连 2603(HSIm

$Micron Technology(MU)$ and $Palantir Technologies Inc.(PLTR)$ are two of the hottest artificial intelligence (AI) stocks, at the moment. Both companies generate phenomenal revenue and earnings growth as demand for their products soars, thanks to developments in AI and US market did not let it go unnoticed. Why are they so “hot” now ? Comparison - Quarterly earnings. Both MU and PLTR are producing excellent financial results right now. MU Earnings. For Q1 2026, MU reported: Revenue of $13.64 billion beating analysts’ estimates of $12.83 billion. Earnings per share (Non GAAP) was $4.78 /share vs Wall street consensus’s of $3.94. Net Income (GAAP) amounted to $5.24 billion. PLTR Earnings. For Q4 2025, PLTR

Your framing is accurate. Both Alibaba Group and Tencent are entering a capex-heavy AI phase, and the market is struggling to price the transition. --- 1) Can Alibaba Cloud price hikes offset margin pressure? Short answer: partially, but not immediately. Why price increases help: 37% cloud growth suggests AI-driven demand is real, not just cyclical Enterprise AI workloads (training + inference) are less price-sensitive Higher-value services (AI, data, security) → structurally better margins But the constraint: AI infra (GPUs, data centres) is front-loaded capex Depreciation + energy costs hit before revenue fully scales China cloud competition (Huawei, state players) caps aggressive pricing 👉 Net effect: Price hikes can slow margin erosion, but unlikely to “fix” next-quarter profits. --- 2

$Alibaba(BABA)$ is set to report its fiscal Q3 2026 earnings (ending December 2025) tomorrow, Thursday, March 19, 2026, before the U.S. market opens. The stock is currently trading around $136–$137, a significant discount to its intrinsic "fair value" estimates (~$199) but under technical pressure due to massive investments in AI and a "war of attrition" in Chinese e-commerce. Analyst Expectations Alibaba (BABA) reported its fiscal Q2 2026 earnings on November 25, 2025. The results painted a picture of a company undergoing a "Great Pivot"—sacrificing short-term profitability to cement its dominance in the next generation of AI and "Quick Commerce." Fiscal Q2 2026 Earnings Summary While the top line showed resilience, the bottom line was heavily we

Alibaba Earnings Preview: Huge CapEx, Quick Commerce, and Qwen App - How Can the Three Major Cash Burners Be Filled? $Alibaba(BABA)$   is scheduled to release its financial results pre-market on March 19 ET. Core Financial Indicators – The company's revenue is expected to be ￥289.73B for FY2026 Q3, up 3.42% YOY; – Net income is estimated to be ￥24.17B, down 50.62 YOY. The reason for this low single-digit revenue growth is that Alibaba has divested its less profitable offline retail businesses in China, Intime Department Store and Sun Art Retail, which were still included in the financial reports of the same period last year. Alibaba has not separately disclosed the revenue scale of them, but referring to pr

This week, two Chinese tech giants are stepping into the spotlight: $TENCENT(00700)$ and $BABA-W(09988)$ $Alibaba(BABA)$ Which one are you betting on this earnings season? What to Watch $TENCENT(00700)$ reports on March 18 Wall Street is expecting revenue of about RMB 193.5 billion, up 14.6% from a year ago. EPS is expected to come in at RMB 7.02, up 28.5%. Tencent’s main business still looks strong. Gaming should remain the backbone, with older hit titles still bringing in cash and newer games adding extra support. Its international gaming business is also expected to stay strong. Advertising is another bright spot.

Looks good profit percentages are high 

Aiming to buy when it touch $100.

BABA very bullish on stock buying mor at these prices price target $220

ARKK Investment Tracker position change: Decreased position in Alibaba by 5,523 shares, the number of shares held decreased 1.18% compared to the previous period and now represents 1.03% of the total position.