$NIO Inc.(NIO)$ $NIO-SW(09866)$ proving again that good ER = bad stock move; bad ER = good stock move. 😂But seriously, a lot of this recovery from awful premarket is thanks to the meat of the analyst briefing.☑️Doubling sales in 2025 ‼️☑️Target for profitability in full year 2026 ‼️☑️Firefly launch and deliveries in 1H25☑️Onvo & Firefly to spearhead overseas push☑️Switch to new gen platform in 2025☑️Onvo to launch 2 SUVs in 2025☑️MENA store to launch end-Nov☑️FCF turned positive in Q324 ‼️

This is just laughable. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ has an almost 90% market share of search globally regardless of browser.It pays $Apple(AAPL)$ $18B/yr to be the default search engine in iOS. Simply selling Chrome to another company will not change Google’s search engine monopoly. It’s simply restructuring masked as antitrust. Image $Apple(AAPL)$ market share in Indonesia's 35m/year smartphone industry is 12%. That works out to 4.2m iPhones each year with an estimated value of $4 billion. Not sure what a $100m investment will do to help the company comply with Indonesia's 40% local content requirement. That am

The $.SPX(.SPX)$ and $NASDAQ 100(NDX)$ are still the best-performing major markets globally year-to-date.Without looking at charts, you won't think that China's three other main indices are right behind their US counterparts. $HSI(HSI)$ $HSTECH(HSTECH)$ CSI300Remember that China's markets underwent a major correction in October. We already had the Trump bump this month. Will China have a stimulus kick going into the final month of the year? $KraneShares CSI China Internet ETF(KWEB)$ $iShares MSCI Hong Kong ETF(EWH)$

Take a look at these two Alibaba charts. One is for its HK-listed shares $BABA-W(09988)$ , while the other is for the ADR $Alibaba(BABA)$ .Crazy how the ADR likes to give out these false breakdowns that don't seem to occur in the HK counter.This is why it's always important to wait for confirmation of a move, whether bullish or bearish.ImageImageMainland investors bought up a net 28.7m more shares in Alibaba via the Stock Connect over the past week as the company announced 2QFY25 results, which beat earnings expectations. Ownership by Chinese investors now at an ATH of 3.84%.

One of $Alibaba(BABA)$ $BABA-W(09988)$ 's biggest revenue contributors is its Cainiao Smarts Logistics arm. One of a handful of cross-border e-commerce logistics services providers, it's dedicated to serving the needs of Alibaba's customers in Taobao and TMall.While profits have been generally growing in line with Alibaba's GMV, it's struggled to contribute to the group's profitability. However, it's also not bleeding the company - effectively breaking even while providing affordable shipping for Alibaba's customers. This is possibly why Joe Tsai decided to buy out minority shareholders last March and scrap a spin-off and IPO of Cainiao. They bought out 36% minority stake at a valuation of about US$10.4

$Alibaba(BABA)$ $BABA-W(09988)$ 's Cloud Intelligence business is the driving force of its growth. After going through several years of regulatory scrutiny, the company now has a clear path towards expanding in this market expected to triple to $293B by 2027. It's why they're investing heavily today.EBITDA margins hit an all-time-high of 9% in 2QFY25, up from 5.1% a year ago, and up from 2.1% two years ago. These margins are almost similar to $Amazon.com(AMZN)$ 's AWS, which is now being valued at $2.5 to $3.0 trillion. Alibaba Cloud isn't generating anywhere near the revenue of AWS. But not too far either - about 1/6th AWS 2023 revenues on a TTM basis. Kind of

Since the US elections on Nov. 5th, China's onshore markets have gained 3% while Hong Kong's markets have crumbled 4% to 5%.That's a significant 8% swing in performance. Chinese investors aren't at all worried about Trump's win. They are focused on the economy, which appears to be improving.$KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ $iShares MSCI China ETF(MCHI)$ $KraneShares MSCI China All Shares Index ETF(KALL)$ $China Overseas Land & Investment Ltd.(CAOVY)$ $China Res

The market is still enjoying its post-Trump honeymoon period. Strong dollar. Strong equities. Strong crypto. Down everything else.But soon, reality will dawn that Trump's policies are going to be quite inflationary. We have what appears to be:1. A worsening trade war with China (tariffs have been shown to increase inflation for US consumers).2. Tighter labor market (wage inflation).3. Corporate and income tax cuts (more on personal income tax impact on inflation & spending).4. Reduced government tax revenues as a result of 3 increases the need to borrow.5. Pressure on the Fed to lower interest rates as a result of 4 could further reignite inflation.6. Too strong a US dollar will make it quite expensive for foreign firms to set up manufacturing in the country & for US exporters to c

So $Tesla Motors(TSLA)$ is up 37% since Trump won the White House. That’s more than a quarter of a TRILLION dollars added to the company’s market cap. Now trades close to 100x PE. Company acting like it’s Americans are going to be buying 2X more Tesla EVs and going to win all the government contracts for battery storage.😅ImageTesla's monthly sales out of China came out over the weekend. They weren't pretty.The company has been unable to break 100K in the last two years. Unlikely they will anytime soon. $NIO Inc.(NIO)$ $NIO-SW(09866)$ $XPeng Inc.(XPEV)$ $XPENG-W(09868)$

1.Alibaba Group Holding says this year’s Singles’ Day campaign has seen strong demand in four product categories – home appliances, consumer electronics, beauty and apparel – in a sign of consumer-spending recovery on the mainland, as the world’s largest online shopping festival drew to a close on Monday.”Still light on details but i think we’re getting the picture. The Chinese consumer didn’t go away. $Alibaba(BABA)$ $BABA-W(09988)$ $JD.com(JD)$ $JD-SW(09618)$ $MEITUAN-W(03690)$ $MEITUAN(MPNGF)$

$HSTECH(HSTECH)$ closes down 2.5% today on a knee-jerk selloff from Donald Trump victory and implications on US-China trade relations.Oddly enough, it's the Chinese consumer plays that have suffered the brunt of the selling. $Alibaba(BABA)$ $BABA-W(09988)$ $JD.com(JD)$ $JD-SW(09618)$ $KUAISHOU-W(01024)$ $KUAISHOU TECHNOLOGY(KUASF)$ $Lenovo Group Ltd.(LNVGY)$ $LENOVO GROUP(00992)$

$HSTECH(HSTECH)$ closes up 3.6%, nearly doubling the gains as of midday. The chart now shows it has broken the short-term down trend. $KraneShares CSI China Internet ETF(KWEB)$ $KraneShares Hang Seng TECH Index ETF(KTEC)$ TikTok-like $KUAISHOU-W(01024)$ $KUAISHOU TECHNOLOGY(KUASF)$ booms 10.7% on news the platform is entering the Brazil e-commerce market with Kwai Shop. They already have 60m users in the country for Kuaishou.HK share premiums to ADRs as follows: $Alibaba(BABA)$ $BABA-W(09988)$

Revisting this beautiful chart of $Alibaba(BABA)$ $BABA-W(09988)$ . Of course the last thing we want to see is a breakdown below that new trendline.Mainland Chinese investors continue gobbling up shares through the StockConnect. They now own 3.6% or 691.4m shares. That's an increase of 46.9m shares over the past week.My estimates appear to be within ballpark that 20% to 25% of Alibaba's HK trading volume will be driven by mainland investors. That's not nothing.We are hitting peak SinglesDay shopping season in China. Plus, we have a likely boost to consumption via stimulus measures later this week. Expect that boost to be bigger should Trump win back the White House.ImageImage