AI + Policy Stimulus: Will Alibaba Head For $170?

Alibaba surged 4.59% and reached $147, a 52-week-high. Alibaba was gaining ground on Monday after the Chinese government said yesterday that it would implement a plan to boost consumer spending in the country. Will Alibaba fill last gap in November, 2021 and aim for $170? Will you chase the high?

Weekly: Can the Fed and Nvidia’s GTC lift markets out of oversold territory?

Last Week's RecapThe US Market - stocks sink into correctionWall Street endured a brutal week, with the S&P 500 and Nasdaq both slipping into correction territory, while the Dow dropped more than 3%—marking its worst week since March 2023. Even Friday’s rally wasn’t enough to offset the damage.Monday’s selloff was particularly severe. The Nasdaq plunged 4% in its worst session since September 2022, while the S&P 500 fell below its critical 200-day moving average. Meanwhile, the small-cap Russell 2000 edged closer to bear market territory, now nearly 20% off its highs.February’s Consumer Price Index (CPI) came in slightly cooler than expected. Both headline and core CPI rose 0.2% month-over-month, coming in just below Wall Street forecasts. On an annual basis, headline inflation sto
Weekly: Can the Fed and Nvidia’s GTC lift markets out of oversold territory?
avatarBarcode
03-18
$GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ $Alibaba(BABA)$ $3X BABA(BAB3.UK)$🇨🇳🔥🌐⚒️ Alibaba’s Algorithmic Dominion Expands, $BABX as My Conduit into a Predictive Matrix ⚒️🌐 Tiger Traders, on 18 March 2025 (NZ time), I’ve anchored into $BABX, the 2x Long BABA ETF, at $34.91, now up 0.76%, as Alibaba ($BABA) commands $147.78, a 66% YTD titan outmuscling OKTA, TEM, SMCI, and PDD. This isn’t a transient blip, it’s a coded reconfiguration of market geometry, beckoning a trader’s precision scalpel. 📈 The Structural Lattice $BABA has obliterated 52 week highs, propelled by StockConnect’s record inflows and China’s consumption renaissance. Its new AI model, rivallin
avatarBarcode
03-17
$Alibaba(BABA)$ $GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ 🇨🇳 I’ve Spotted $BABA’s Breakout, 97M Shares, $176 Target! 🎯🔥🚀 Picture this, while most traders were distracted by noise, I uncovered a freight train of momentum barreling through Alibaba’s stock! 🌏 Mainland Chinese investors have poured into $BABA via StockConnect, scooping up a net 97 million shares last week, driving their ownership of Hong Kong traded shares (9988) to a record 7.76% by 14Mar24, 🇳🇿NZ Time. That’s a bolder stake than Yum China’s 4.30%, but far from Shenzhen Hepalink’s 43.80%, yet with Alibaba’s colossal $335.2B market cap, this move is a megaphone of mainland conviction. This could be the vote of confidence traders need t

Why Alibaba Was Shaky Despite Strong Top Segment Earnings Performance

China's Amazon equivalent (and a lot more), Alibaba Group Holding Limited ($Alibaba(BABA)$) is dual listed as an "American Depositary Share" in U.S. bourses and as a stock ($BABA-W(09988)$) in the Hong Kong Stock Exchange (HKEX). The company's earnings release on the 20th of February marked the first three quarters ("9M") for its Fiscal Year 2025 (FY 2025). The resulting effect on the two tickers is fascinating: on the 20th, the U.S. ticker rose by 8% while the HKEX ticker fell by 3% over the previous day's close. On the 21st, both tickers rose by 6% and 15% respectively. On the 22nd, they fell by 10% and 2% respectively.  This form of performance imputed on a high-conviction mega-stock clearly
Why Alibaba Was Shaky Despite Strong Top Segment Earnings Performance

Baba is Moving, Are You In?

$Alibaba(BABA)$ $BABA-W(09988)$ Over the past month, Alibaba's stock price has risen by more than 65%. When a company with a market capitalization in the hundreds of billions sees such a significant increase in a short time, it’s evident that institutional investors are beginning to take an interest. This surge is driven by multiple catalysts affecting not just Alibaba but also China as a whole. In this video, we'll examine the institutional investors who are backing the stock, the catalysts unfolding in China, and Alibaba's latest earnings report. If you enjoy this articles, please drop a like below and share. Earning Overview In the third quarter of fiscal year 2025, Alibaba Group reported strong finan
Baba is Moving, Are You In?
avatarMrzorro
03-18
Alibaba's Options Volume Jump Over Palantir's $Alibaba(BABA)$  's options volume jumped above  $Palantir Technologies Inc.(PLTR)$  's, landing the Chinese ecommerce giant in the six most active stock options, as online retail sales in the Asian country expanded in the first two months of the year. Shares of Alibaba jumped Monday by as much as 5.1% to $148.24, their highest intraday level since November 2021. The rally came after data from the National Bureau of Statistics showed China's online retail sales rose 7.3% in January to February to about 2.28 trillion yuan ($315 billion). Online sales of physical goods rose 5% to 1.86 trillion yu
When considering which company—Alibaba or Baidu—would gain more from a partnership with Apple, the key lies in evaluating how well each firm’s core strengths and business models align with Apple’s ecosystem and strategic priorities. Here’s a detailed breakdown: 1. Core Business and Strategic Alignment Alibaba: • Diverse Ecosystem: Alibaba isn’t just an e-commerce giant—it also leads in cloud computing (Alibaba Cloud), digital payments (Alipay), and even logistics. This diversified portfolio means Alibaba can offer a broad range of services that could seamlessly integrate into Apple’s premium ecosystem. • Consumer-Focused Services: A partnership could, for instance, embed Alibaba’s shopping or payment services directly into Apple devices or apps, enhancing user convenience and potentially o

Alibaba’s Roaring Comeback: Can AI Sustain the Surge, or Are We Headed for a Dip?

As I sit here on February 21, 2025, reflecting on Alibaba Group Holding Limited’s ( $Alibaba(BABA)$ ) latest earnings report and the jaw-dropping around 9% surge in BABA stock during the regular trading session on February 20—peaking at over 14% earlier—I’m both exhilarated and cautious. The buzz on social media is electric, with posts like “Alibaba Beats & Soars 15%! Time to Revalue and Load Up Now?” dominating timelines after the company reported Q3 2025 fiscal year revenue of 280.15 billion yuan ($38.4 billion), up from 260.35 billion yuan last year. Net income soared to 48.945 billion yuan ($6.72 billion), crushing expectations of 40.6 billion yuan. Is this the catalyst for a revaluation that propels Alibaba to new highs, or are we riding
Alibaba’s Roaring Comeback: Can AI Sustain the Surge, or Are We Headed for a Dip?

Alibaba's Stellar Earnings Ignite Chinese Tech Rally!

Just now, Alibaba has released its fiscal Q3 report for FY2025, covering the fourth quarter of last year. The results have beaten analyst expectations across the board.Alibaba’s stock shot up 10% before the U.S. market opened, and Chinese stocks are buzzing tonight!So, what makes Alibaba’s earnings report so exciting? Is this the moment for a full stock rebound? Revenue Beats ExpectationsIn Q3 of FY2025, Alibaba generated 280.15 billion RMB in revenue, up 7.6% YoY, beating the expected 277.37 billion RMB. This marks the highest growth rate in a year.But that’s just the start. Breaking it down by segments:1.Taobao & Tmall (Alibaba’s core e-commerce platforms) brought in 136.09 billion RMB, up 5.4% YoY, the highest growth in five quarters, surpassing the expected 131.72 billion RMB.Break
Alibaba's Stellar Earnings Ignite Chinese Tech Rally!
avatarJC888
01-17

Will AAPL and Mag 7 Cont'd To Dip Today ?

A day after both stocks and bonds got a huge “boost” from cooling core inflation data, it was a quieter session in markets, the day after. Declines in technology stocks dragged on major indexes Thursday, and Treasury yields dropped for the 3rd straight session. Despite gains in 8 of 11 sectors, US market still closed broadly lower at 4pm: (see above) DJIA: -0.16% (-68.42 TO 43,153.13). S&P 500: -0.21% (-12.57 TO 5,937.34). Nasdaq: -0.89% (-172.94 to 19,338.29). A quick glance at the Mag 7 reaffirms these bigwigs’ fall on Thursday. $Apple(AAPL)$ : -4.04% (-$9.61 to $228.26). $Tesla Motors(TSLA)$ : -3.36% (-$14.40 to $413.82). $NVIDIA(NVDA)$ : -1.92% (-$2.62 to $133.62).
Will AAPL and Mag 7 Cont'd To Dip Today ?

BIG TECH WEEKLY | Comparing Giants: Alibaba vs. Amazon | Nvidia Pre-Earning Volatility

Big-Tech’s PerformanceWeekly macro storyline:U.S. stocks are relatively flat: Trump continues to point fingers on the "Russia-Ukraine" issue while further utilizing tariffs to scare the world, but the market is not surprised; the U.S. dollar continues to fall, U.S. stocks are hovering at new highs, and U.S. bonds are instead ushering in incremental volume due to the Fed's minutes message.Changes in non-U.S. regions gradually become the main line: China's AI main line caused by stock trading congestion; Japan's CPI exceeded expectations caused by the yen appreciation; and Europe will usher in the German election, the market is confusing; gold continues to new highs, Goldman Sachs target price raised to 3100U.S. stocks big technology, in addition to Apple's painless remedy for Greater China
BIG TECH WEEKLY | Comparing Giants: Alibaba vs. Amazon | Nvidia Pre-Earning Volatility

Option Movers | Upstart's Volume Surges 163%; Traders Bet on Alibaba Reaching $120 This Week

Market OverviewThe S&P 500 ended down on Wednesday (Feb. 12) after a hotter-than-expected U.S. inflation reading added to worries that the Federal Reserve would not cut interest rates anytime soon, while CVS Health and Gilead Sciences rallied after upbeat quarterly reports.Regarding the options market, a total volume of 45,969,259 contracts was traded, up 11% from the previous trading day.Top 10 Option VolumesTop 10: $TSLA(TSLA)$, $NVDA(NVDA)$, $SMCI(SMCI)$, $INTC(INTC)$, $AAPL(AAPL)$, $PLTR(PLTR)$,
Option Movers | Upstart's Volume Surges 163%; Traders Bet on Alibaba Reaching $120 This Week
avatarMrzorro
03-06
Alibaba Joins Nvidia, Tesla in Most Active Options After China's Tech Pledge $Alibaba(BABA)$   landed in the 10 most active options Wednesday, joining the elite line up led by $NVIDIA Corp(NVDA)$   and Tesla as investors poured more money into the Chinese tech giant. The company's American depositary receipts advanced 8.6% to close at $141.03 on Wednesday, marking their biggest daily gain since late September. That came after China pledged to bolster technologies from artificial intelligence and quantum computing, spurring a rally across the domestic industry. Total options volume reached 497,370 contracts, landing Alibaba i

BIG TECH WEEKLY | China Techs Are NVDA's Bonus?

Big-Tech’s PerformanceWeekly macro storyline:CPI beat: USD rallied for a while, but the overall downtrend of CPI remained unchanged, and Powell downplayed its impact (mainly looking at PCE), and the USD index then retreated (risk assets rallied)Trump's tariff policy: economic and trade advocacy, including the promotion of reciprocal tariffs on some countries (can also be a uniform tariff), the new " consider the use of the value-added tax system (VAT) countries to impose tariffs ", taking into account a variety of factors to set up barriers to trade, emphasising fair competition, commenting on the chip manufacturing and so on.U.S. bond yields after the peak, as inflation down expectations, the market began to get used to Trump "uncertainty, but also slowly downward.The "East Rising" has be
BIG TECH WEEKLY | China Techs Are NVDA's Bonus?
avatarorsiri
02-14

Beyond Alibaba and BYD: Why Atour (ATAT) Deserves a Check-In

China’s stock market has long been a tale of giants—Alibaba (BABA) and $BYD Co., Ltd.(BYDDF)$ often steal the limelight. But beyond these headline-grabbers lies an emerging powerhouse that’s quietly making waves: $Atour Lifestyle Holdings Limited(ATAT)$. This hotel operator has been delivering impressive growth, and yet, it remains off the radar for many investors. That might be a mistake. Here’s why Atour deserves a place in your investment portfolio. A rising star in China’s hospitality boom A Stock Performance Story Worth Watching Atour’s stock has been on a strong upward trajectory, currently trading at $29.50 (as of Feb 13, 2025), up 64.99% over the past year. With a 52-week range of $15.22 to $30.8
Beyond Alibaba and BYD: Why Atour (ATAT) Deserves a Check-In
avatarMrzorro
01-28
What You Need to Know Ahead of Apple's Earnings On a bad day for the U.S. technology sector, $Apple(AAPL)$   was a notable outperformer. Shares were up 2.6% in early trading on Monday.  The company is expected to announce its first-quarter results after the market closes on Jan 30. Analysts estimate Apple to post revenue of USD124.09B for 2025Q1, up 3.77% YOY; EPS is estimated to be USD2.34, up 7.55% YOY. Apple's Services Revenue Growth Expected to Boost Overall Margins Apple's Services sector, known for its higher gross margins compared to its Products sector, is projected to continue its robust growth at a mid-teens rate, outpacing Product revenue growth. This trend has historically contributed to th
$PDD Holdings Inc(PDD)$ Temu has 45 million MAU in Europe, while Amazon has 110 million. It seems there is really a twofold potential, but the breakthrough in Europe might be even more significant than in the US.In Europe, it all comes down to three key countries: the UK, Germany, and France. Their overall consumption level is not as robust as that in the US. Moreover, with three different languages in these three countries, the friction cost for regional e-commerce operations is quite high.The gross margin for a business with 100 million users would definitely vary between the US and Europe. Additionally, the marginal cost of initial marketing in Europe would be higher. If Pinduoduo is going to pursue this, it must believ

Apple's Stock Resilience: A Closer Look at Post-Earnings Forecasts Following Monday's Rally

Despite a broader tech stock plunge on Monday, Apple Inc. ( $Apple(AAPL)$ ) witnessed an unexpected 3.18% rise in its stock price, signalling a shift in investor sentiment ahead of its fiscal first-quarter earnings report on January 30, 2025. This article provides the latest update on Wall Street's expectations, analyzing how these forecasts, combined with recent stock performance, might shape Apple's post-earnings trajectory. Wall Street's Latest Expectations: Revenue and Earnings: Analysts have revised their outlook, now expecting Apple to report around $124 billion in revenue, a 3% increase year-over-year, with an EPS forecasted at $2.35. This adjustment reflects a cautious optimism, particularly banking on the Services segment's growth to coun
Apple's Stock Resilience: A Closer Look at Post-Earnings Forecasts Following Monday's Rally

💰Dividend Picks丨Plan Ahead With SG's Financial Boom: U10/S68/O39

💰Don't fight the Fed. Powell remains firm on delaying rate cuts, while major tech stocks show mixed performance.💹 $UOB Kay Hian(U10.SI)$/$SGX(S68.SI)$/$ocbc bank(O39.SI)$: Singapore's financial sector holds strong allocation value.📣Stay tuned and supercharge purchasing power with CashBoost!| Market recapFollowing a weak opening, $S&P 500(.SPX)$ closed up 0.03%, while $NASDAQ(.IXIC)$ fell 0.36%. $Meta Platforms, Inc.(META)$ marked a record with 17 consecutive days of gains. $NASDAQ Golden
💰Dividend Picks丨Plan Ahead With SG's Financial Boom: U10/S68/O39
avatarSpiders
02-20

Alibaba Beats & Soars! Time to Revalue and Load Up Now?

Alibaba (BABA) has just delivered an impressive Q3 FY2025 earnings report, posting revenue of 280.15 billion yuan, marking a solid increase from 260.35 billion yuan in the same period last year. This strong double-digit growth signals resilience in Alibaba’s business amid ongoing macroeconomic uncertainties. Despite the stellar performance, I personally won’t be loading up right now—and here’s why. The stock just hit a 52-week high today, and the price has already surged over 8% in a single session. To me, this feels like a prime opportunity to lock in profits rather than buy at elevated levels. In fact, I just sold my position on Moomoo at $141. Alibaba (BABA) Key Factors to Consider: Earnings Beat & Growth Trajectory Alibaba’s revenue growth reflects the company’s ability to navigate
Alibaba Beats & Soars! Time to Revalue and Load Up Now?