Alibaba’s run has been impress

Alibaba’s run has been impressive, and the momentum across AI, cloud, and food delivery is real. The fact that they’re developing their own chips with Baidu shows long-term strategic strength, reducing dependence on Nvidia and boosting China’s domestic AI ecosystem.

Personally, I’d consider trimming some profits around $170–175 to lock in gains, but keep a position open toward $190 given institutional upgrades. If the stock pulls back to $150, I’d still see it as a strong buy zone, provided the fundamentals in AI and cloud adoption continue to accelerate.

ARK Back in China! Can Fresh Confidence Signal a New Cycle?

ARK’s first investment in Alibaba dates back to 2014, shortly after the company’s IPO. However, since September 2021, public filings have shown no record of ARK holding or voting in Alibaba — coinciding with China’s regulatory crackdown on the internet sector. This latest repurchase of Alibaba shares is therefore seen as a strong signal of ARK’s return to the Chinese tech sector. Recently, ARK has been gradually rebuilding its positions in Chinese tech names, having already repurchased Baidu earlier.

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