$Alibaba(BABA)$ 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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$Micron Technology(MU)$ 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

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

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

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

$Alibaba(BABA)$ 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

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

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

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

🌟🌟🌟 $BABA-W(09988)$ & $TENCENT(00700)$ 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

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

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

I started buying Alibaba after many positive sentiments.