But bearish on this one think current trading value is slightly high going off p/e

Discuss discuss discuss!!!

This is worth your time reading 

It is about time .🚀 

Is Alibaba The Top Choice for AI Exposure Among Chinese ADRs? 🌟🌟🌟 Alibaba $BABA-W(09988)$ $Alibaba(BABA)$  April 16 launch of its Happy Oyster 3D world model has sent its shares up almost 4%.  The USD 145 level now looks like a credible support floor if momentum holds. With Qwen 3.6 Plus and its open source Qwen 3.6-35B agentic model, Alibaba is positioning itself as the most compelling AI exposure among Chinese ADRs.  It blends consumer facing creativity with enterprise grade infrastructure. Happy Oyster : Alibaba's Push into 3D Worlds With the launch of Happy Oyster on April 16, Alibaba has directly challenge Tencent's dominan

BABA’s "Happy Oyster" AI Sparks a 4% Rally — Is $145 the Ultimate Buy Zone? Alibaba ($BABA) just gave the market a serious wake-up call, jumping roughly 4% today. The catalyst? The launch of its highly anticipated 3D world model, "Happy Oyster," developed by its ATH Innovation division. This isn't just another text-based chatbot; it’s a direct, aggressive push into gaming, entertainment, and real-time content production. With the stock testing the critical $145 level, the street is suddenly asking if BABA is quietly positioning itself as the undisputed king of China’s AI race. Here is what traders and investors need to digest before sizing up their positions. 1️⃣ The Tech: Why "Active Simulation" Matters Most of the market is currently obsessed with passive AI generation (typing a prompt t

A 4% pop on a headline like a “3D world model” sounds exciting—but calling Alibaba Group the top China AI play based on that alone is a stretch. It improves the story, not settles the ranking. ⸻ 🧠 What the “3D world model” actually signals If Alibaba is pushing a 3D world / spatial AI model, it likely means: * Moving beyond chatbots into multimodal + simulation AI * Potential use cases in: * E-commerce (virtual try-ons, immersive shopping) * Logistics optimization * Cloud AI services via Alibaba Cloud * Gaming / metaverse-like environments 👉 This is strategically important because: * “World models” are considered a step toward more autonomous AI systems * It positions Alibaba closer to cutting-edge research (vs just application layer) ⸻ 📈 Why the stock reacted The rally is likely driven by

$Alibaba(BABA)$ Alibaba surged 3.98% today after unveiling its groundbreaking 3D world model "Happy Oyster" on April 16, marking a major leap in its AI product suite with a direct push into gaming, entertainment, and interactive content production. 😤 Developed by the ATH Innovation division, the model uses a native multimodal architecture that supports real-time interactive AI digital world creation — a clear evolution from passive generation tools to active, dynamic simulation environments that can build entire virtual worlds on the fly. This launch reinforces Alibaba’s aggressive AI expansion strategy and positions it as a serious contender for China AI exposure among ADRs, with $145 now emerging as a potential new support floor after the breako

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no. I rather buy the other 2 giants META and MSFT. 

🌟🌟🌟In China's digital economy, 1 company stands out  - $BABA-W(09988)$ . Alibaba is the company that survives storms because it builds infrastructure, not trends.  Cloud growth, international e-commerce accelerating, logistics growing stronger, AI chips and infrastructure quietly taking root. Alibaba's  new chapter won't be explosive but it will be enduring. Alibaba is undervalued and oversold.  It is a great time

For long term yes!! Like saving for future

I started buying Alibaba after many positive sentiments. 

Alibaba & Tencent miss: can AI serve as the next growth engine? Short answer: yes — but the path is very different for each company, and monetisation is still the key uncertainty. What happened Both Alibaba and Tencent saw market reactions despite heavy AI investments. Alibaba missed expectations due to weak e-commerce and rising costs, while Tencent performed better operationally but was still sold off. The market is clearly shifting from “AI hype” to “show me actual returns.” Alibaba: high-risk, high-reward AI transition Alibaba is pivoting hard into AI through its cloud business. AI-related cloud revenue is growing quickly, and management is positioning it as a long-term core driver. However, there are trade-offs: - Core e-commerce is slowing - Heavy AI investment is pressuring marg

Alibaba Earnings Review: Cloud Segment Fails to Offset Pressure from Other Businesses $Alibaba(BABA)$   Group announced revenue and profit figures lower than market expectations, reflecting the pressure from its e-commerce business and investments in other innovative businesses. Core Financial Indicators - Revenue was RMB 284.84 billion, up 1.67% year over year, compared with the estimate of RMB 289.73 billion. - Net income plummeted by 66.65% year-on-year to RMB 16.32 billion, indicating continuing pressure of China e-commerce business on profitability. - Non-GAAP diluted earnings per ADS was RMB7.09 (US$1.01), a decrease of 67% year-over-year.  Business Segment Breakdown Alibaba China E-commerce Grou

🌟🌟🌟 $BABA-W(09988)$ & $TENCENT(00700)$ reported earnings that were solid in fundamentals but immediately overshadowed by one word: CAPEX. Yet when you look past the headlines, a clearer story emerges - both companies are strengthening their foundations for the next decade , not stumbling. Would I buy the dip? Yes since I believe in China's long term digital & AI infrastructure.  Tencent & Alibaba are companies with real cash flow & real moats.    Their valuations are so much lower than their US peers. Tencent & Alibaba are not companies in decline.  They are companies choosing to invest when others hesitate. Could they drop further?  Yes in the short t

China's AI Growing Pains 🌟🌟🌟The market is currently reeling from a brutal "vibe check" on China's Tech Giants.  $BABA-W(09988)$  and $TENCENT(00700)$  have collectively shed around USD 84 billion in market value in 24 hours.  While both of these Chinese tech giants are pouring billions into AI as the next frontier, investors are starting to ask a very expensive question : Where is the money? Why The Selloff?  The "Paper Panic" Breakdown  Profitability vs Promises: Investors are losing patience with the lack of near term visibility in AI monetisation. The Alibaba Slump: Despite Cloud revenue accelerating by 36%, A

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.