Looking back I am satisfied with my performance. Strong conviction has helped me a lot but I worry that current euphoria will not last. Time to go more defensive
$BABA-W(09988)$ the path to 300 is wide open with the latest results and news of chip development. if the company can maintain its cloud growth supported by innovative ai models and deliver mass production silicon for the china market in 2026 then we can pop the champagne end 26