The market is shifting from “W

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.

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@Shyon @koolgal @Barcode @SPACE ROCKET @icycrystal

Alibaba Cloud External Revenue Hits 22-Quarter High, But GAAP Profit Drops ~75%?

Alibaba's FY27 Q1: revenue of 268.95bn yuan, +9% and a hair above the 268.52bn consensus. Profit needs two lenses — adjusted net profit −38% to 20.72bn, GAAP net profit −75%; quoting only the adjusted figure understates the erosion. Capex +75% to 67.68bn, nearly all AI infrastructure, and the return is visible: cloud external revenue +45%, a 22-quarter high, AI product revenue in triple digits for 12 straight quarters, AI cloud annualizing near 49.5bn. The U.S. listing rose 1.26% on the print. Re-rate on cloud, wait for capex to peak, or watch margins next quarter?

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