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rstopel
05-22 15:15
$KINGBOARD HLDG(00148)$
rstopel
05-21 09:36
$CapLand Ascendas REIT(A17U.SI)$
rstopel
05-20 22:30
$Grayscale Bitcoin Trust(GBTC)$
rstopel
05-20 22:00
$SUPER MICRO COMPUTER INC(SMCI)$
rstopel
05-20
$KINGBOARD HLDG(00148)$
rstopel
05-20
$Olam Group(VC2.SI)$
rstopel
05-20
$Intel(INTC)$
rstopel
05-19
$Pfizer(PFE)$
rstopel
05-19
$CapLand Ascendas REIT(A17U.SI)$
rstopel
05-19
$BABA-W(09988)$
rstopel
05-18
$Microsoft(MSFT)$
rstopel
05-18
$KINGBOARD HLDG(00148)$
rstopel
05-18
$KINGBOARD HLDG(00148)$
rstopel
05-18
$KINGBOARD HLDG(00148)$
rstopel
05-11
$KINGBOARD HLDG(00148)$
rstopel
05-11
$KINGBOARD HLDG(00148)$
rstopel
05-11
$KINGBOARD HLDG(00148)$
rstopel
05-11
$KINGBOARD HLDG(00148)$
rstopel
05-05
$Intel(INTC)$
rstopel
04-30
$Intel(INTC)$
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HLDG(00148)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/563032481092408","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562978225378432,"gmtCreate":1778475670360,"gmtModify":1778475672395,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00148\">$KINGBOARD HLDG(00148)$ </a>","listText":"<a href=\"https://ttm.financial/S/00148\">$KINGBOARD HLDG(00148)$ </a>","text":"$KINGBOARD HLDG(00148)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":14,"link":"https://ttm.financial/post/562978225378432","isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562928182263992,"gmtCreate":1778463399091,"gmtModify":1778463401052,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00148\">$KINGBOARD HLDG(00148)$ </a>","listText":"<a href=\"https://ttm.financial/S/00148\">$KINGBOARD HLDG(00148)$ </a>","text":"$KINGBOARD HLDG(00148)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562928182263992","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":560997561082952,"gmtCreate":1777994010496,"gmtModify":1777994012205,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ </a>","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ </a>","text":"$Intel(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/560997561082952","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":559000530568264,"gmtCreate":1777506454218,"gmtModify":1777506455830,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ </a>","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ </a>","text":"$Intel(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":0,"repostSize":14,"link":"https://ttm.financial/post/559000530568264","isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":473430643204800,"gmtCreate":1756619346722,"gmtModify":1756719482286,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a><v-v data-views=\"1\"></v-v> 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","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a><v-v data-views=\"1\"></v-v> 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","text":"$BABA-W(09988)$ 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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":99,"commentSize":3,"repostSize":29,"link":"https://ttm.financial/post/473430643204800","isVote":1,"tweetType":1,"viewCount":5325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566890585915816,"gmtCreate":1779434129418,"gmtModify":1779434132181,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00148\">$KINGBOARD HLDG(00148)$ </a>","listText":"<a href=\"https://ttm.financial/S/00148\">$KINGBOARD HLDG(00148)$ </a>","text":"$KINGBOARD HLDG(00148)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/566890585915816","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387883265249424,"gmtCreate":1735728505975,"gmtModify":1735789035617,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"I parked some money in Intel iver the past year as I am a contrarian type of investor. I can wait. Some good product launches recently. GPU is selling like hot cake and the CPU got good reviews too. Too bad the gaudi 3 ai acc disappointed but hope the learn and come back stronger with a cutting edge 18a process","listText":"I parked some money in Intel iver the past year as I am a contrarian type of investor. I can wait. Some good product launches recently. GPU is selling like hot cake and the CPU got good reviews too. Too bad the gaudi 3 ai acc disappointed but hope the learn and come back stronger with a cutting edge 18a process","text":"I parked some money in Intel iver the past year as I am a contrarian type of investor. I can wait. Some good product launches recently. GPU is selling like hot cake and the CPU got good reviews too. Too bad the gaudi 3 ai acc disappointed but hope the learn and come back stronger with a cutting edge 18a process","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":93,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/387883265249424","repostId":"2500764852","repostType":2,"repost":{"id":"2500764852","kind":"highlight","pubTimestamp":1735721952,"share":"https://ttm.financial/m/news/2500764852?lang=en_US&edition=fundamental","pubTime":"2025-01-01 16:59","market":"us","language":"en","title":"Is Intel Stock Done Going Down?","url":"https://stock-news.laohu8.com/highlight/detail?id=2500764852","media":"Yahoo Finance","summary":"Intel's stock will enter 2025 in the penalty box, with an uncertain timeline for when it may return to the rink.Shares of Intel have plunged 60% year to date, badly lagging the 29% advance for the Nasdaq Composite . Meanwhile, shares of rival chip player Nvidia have surged 173% this year as the company takes a wide lead on artificial intelligence chip innovation compared to Intel and AMD . AMD's stock is down 17% this year.\"I think to some extent they [the stock] can still go down, but I think most of it is priced in,\" Manhattan Venture Partners head of research Santosh Rao said on Yahoo Finance's Morning Brief . \"They really missed the boat. I think the chips have evolved, and they still stayed with the original compute business, but now it's more about training and AI and inferencing and all the other areas ... so they need to catch on on that side. It's going to take a while.\". To be sure, 2024 was not a stellar year for the storied chip giant.Intel's fourth quarter sales dropped ","content":"<div>\n<p>Intel's stock (INTC) will enter 2025 in the penalty box, with an uncertain timeline for when it may return to the rink. Shares of Intel have plunged 60% year to date, badly lagging the 29% advance for...</p>\n\n<a href=\"https://finance.yahoo.com/news/is-intel-stock-done-going-down-172217428.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Intel Stock Done Going Down?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Intel Stock Done Going Down?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-01 16:59 GMT+8 <a href=https://finance.yahoo.com/news/is-intel-stock-done-going-down-172217428.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's stock (INTC) will enter 2025 in the penalty box, with an uncertain timeline for when it may return to the rink. Shares of Intel have plunged 60% year to date, badly lagging the 29% advance for...</p>\n\n<a href=\"https://finance.yahoo.com/news/is-intel-stock-done-going-down-172217428.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","INTC":"英特尔","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC"},"source_url":"https://finance.yahoo.com/news/is-intel-stock-done-going-down-172217428.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2500764852","content_text":"Intel's stock (INTC) will enter 2025 in the penalty box, with an uncertain timeline for when it may return to the rink. Shares of Intel have plunged 60% year to date, badly lagging the 29% advance for the Nasdaq Composite (^IXIC). Meanwhile, shares of rival chip player Nvidia (NVDA) have surged 173% this year as the company takes a wide lead on artificial intelligence chip innovation compared to Intel and AMD (AMD). AMD's stock is down 17% this year.\"I think to some extent they [the stock] can still go down, but I think most of it is priced in,\" Manhattan Venture Partners head of research Santosh Rao said on Yahoo Finance's Morning Brief (see video above). \"They really missed the boat. I think the chips have evolved, and they still stayed with the original compute business, but now it's more about training and AI and inferencing and all the other areas ... so they need to catch on on that side. It's going to take a while.\"To be sure, 2024 was not a stellar year for the storied chip giant. Intel parted ways with embattled CEO Pat Gelsinger on Dec. 1. Gelsinger led aggressive efforts to turn around the troubled US chipmaker for more than three years. Those efforts ranged from slashing thousands of jobs to improve costs and securing CHIPS Act money from the Biden administration to building chip-making plants and promising fast AI chips that compete with market leader Nvidia (NVDA).A person familiar with the matter told Yahoo Finance at the time of the decision that the board had lost confidence in Gelsinger and that a change was needed before 2025. Intel CEO Pat Gelsinger speaks during the 54th Annual Meeting of The Semafor 2024 World Economy Summit in Washington, D.C., on April 17, 2024. (Mandel NGAN / AFP via Getty Images) MANDEL NGAN via Getty ImagesIntel named CFO David Zinsner and former head of client computing Michelle Johnston Holthaus as the interim co-CEOs. Holthaus was also named Intel Products CEO.Intel will likely fill the CEO role by bringing in a top name from outside the company, Wall Street sources told Yahoo Finance since Gelsinger's departure. Any permanent CEO will have a mess to clean up. That starts with repairing trust with investors after missed financial targets and deciding whether to continue chasing a foundry business. It also requires immediately stabilizing the financials. When it announced earnings in November, Intel revealed $15.9 billion in total non-cash charges related to inventory write-downs and lower performance expectations for certain businesses, such as autonomous driving firm Mobileye (MBLY), in which it owns a majority stake. The company reported a $5.8 billion operating loss at Intel Foundry — Intel's upstart chipmaking business — on $4.4 billion in sales.Intel took a cautious stance on the health of the foundry business and its artificial intelligence product roadmap in 2025, which unnerved investors further.Intel's fourth quarter sales dropped 6% year over year to $13.3 billion. The quarterly net loss tallied $0.46 a share, worse than the $0.03 per share loss logged a year earlier. \"First of all, they need a good CEO who will have to execute a very coherent plan that will work,\" Rao said, adding that 2026 may be the earliest when the business begins to turn the corner. \"Until then, it's really a work in progress,\" Rao said.The stock reflects the unknowns swirling around Intel. It's being valued on a price-to-earnings growth multiple (PEG) of 0.5 times, according to Yahoo Finance data. Typically, a PEG ratio of one or more indicates a company sporting healthy earnings growth and growth potential. For instance, Nvidia and Apple (AAPL) trade on PEG ratios of 1 times and 2.3 times, respectively. Interestingly, Intel shares now trade at a 13% discount to book value. Book value reflects the value of the company's assets after subtracting out liabilities. It estimates the total value shareholders would get if the company were to be liquidated.\"The CPU market has been flattish with increasing competition — and while we think a focus on products is critical, we also think it will take a while for that turnaround to happen, even after the next CEO is appointed,\" Evercore ISI analyst Mark Lipacis said. \"We stay on the sidelines until there is move visibility into a turnaround.\"","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":3932,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195362055063892","authorId":"4195362055063892","name":"YONG11123","avatar":"https://community-static.tradeup.com/news/1cc88e6e01866542324985e4c7ce6394","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4195362055063892","idStr":"4195362055063892"},"content":"Why not buy NVIDIA instead","text":"Why not buy NVIDIA instead","html":"Why not buy NVIDIA instead"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565764345959480,"gmtCreate":1779159171388,"gmtModify":1779159173063,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$CapLand Ascendas REIT(A17U.SI)$ </a>","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$CapLand Ascendas REIT(A17U.SI)$ </a>","text":"$CapLand Ascendas REIT(A17U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/565764345959480","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558695839580984,"gmtCreate":1777421571346,"gmtModify":1777421573152,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ </a>","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ </a>","text":"$Intel(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":1,"repostSize":16,"link":"https://ttm.financial/post/558695839580984","isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566091445728280,"gmtCreate":1779239029611,"gmtModify":1779239031553,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/VC2.SI\">$Olam Group(VC2.SI)$ </a>","listText":"<a href=\"https://ttm.financial/S/VC2.SI\">$Olam Group(VC2.SI)$ </a>","text":"$Olam Group(VC2.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/566091445728280","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":559000530568264,"gmtCreate":1777506454218,"gmtModify":1777506455830,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ </a>","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ </a>","text":"$Intel(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":0,"repostSize":14,"link":"https://ttm.financial/post/559000530568264","isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562978225378432,"gmtCreate":1778475670360,"gmtModify":1778475672395,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00148\">$KINGBOARD HLDG(00148)$ </a>","listText":"<a href=\"https://ttm.financial/S/00148\">$KINGBOARD HLDG(00148)$ </a>","text":"$KINGBOARD HLDG(00148)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":14,"link":"https://ttm.financial/post/562978225378432","isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510996909248832,"gmtCreate":1765768725197,"gmtModify":1765768727580,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/K71U.SI\">$Keppel Reit(K71U.SI)$ </a>","listText":"<a href=\"https://ttm.financial/S/K71U.SI\">$Keppel Reit(K71U.SI)$ </a>","text":"$Keppel Reit(K71U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/510996909248832","isVote":1,"tweetType":1,"viewCount":1657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404226883969672,"gmtCreate":1739712190899,"gmtModify":1739955628598,"author":{"id":"3555581036649280","authorId":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555581036649280","idStr":"3555581036649280"},"themes":[],"title":"","htmlText":"Ok. My take is that there is probably going to be some profit taking near term and also it's results update on the 20th may move the needle. Medium term it's looking pretty good. Why? Baba has been reducing it's shares by a few % and mutual funds are coming back to china due to the deepseek revelation. Mutual fund inflow will push up baba as baba is the top% weighted stock is msci china index ","listText":"Ok. My take is that there is probably going to be some profit taking near term and also it's results update on the 20th may move the needle. Medium term it's looking pretty good. Why? Baba has been reducing it's shares by a few % and mutual funds are coming back to china due to the deepseek revelation. Mutual fund inflow will push up baba as baba is the top% weighted stock is msci china index ","text":"Ok. My take is that there is probably going to be some profit taking near term and also it's results update on the 20th may move the needle. Medium term it's looking pretty good. Why? Baba has been reducing it's shares by a few % and mutual funds are coming back to china due to the deepseek revelation. Mutual fund inflow will push up baba as baba is the top% weighted stock is msci china index","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/404226883969672","repostId":"1144116087","repostType":2,"repost":{"id":"1144116087","kind":"news","pubTimestamp":1739678400,"share":"https://ttm.financial/m/news/1144116087?lang=en_US&edition=fundamental","pubTime":"2025-02-16 12:00","market":"hk","language":"en","title":"Alibaba: Rising From The Ashes - Deep Value Triggers Rich Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1144116087","media":"Seeking Alpha","summary":"SummaryBABA's deep value prospects cannot be ignored indeed, attributed to its well diversified capability across commerce, logistics, cloud computing/AI, autonomous driving, and fintech.This reason m","content":"<html><head></head><body><h2 id=\"id_564691500\">Summary</h2><ul style=\"\"><li><p>BABA's deep value prospects cannot be ignored indeed, attributed to its well diversified capability across commerce, logistics, cloud computing/AI, autonomous driving, and fintech.</p></li><li><p>This reason may also be why AAPL has chosen to work with BABA's multi-modal Qwen2.5-VL in China, building upon the former's partnership with OpenAI globally.</p></li><li><p>Most importantly, the Qwen2.5 has already emerged a supposed winner against DeepSeek, OpenAI’s GPT-4o, Anthropic’s Claude 3.5 Sonnet, and GOOG's Gemini 2.0 Flash.</p></li><li><p>Despite the AAPL-induced rally, we believe that BABA's rally still has legs with a triple digit upside potential thanks to its overly discounted valuations.</p></li><li><p>For now, our Buy rating comes with one caveat for an improved margin of safety.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5950b76b5ed71d426c719ad14060491\" alt=\"wildpixel/iStock via Getty Images\" title=\"wildpixel/iStock via Getty Images\" tg-width=\"750\" tg-height=\"438\"/><span>wildpixel/iStock via Getty Images</span></p><h2 id=\"id_1038020902\">BABA Is Inherently Undervalued - Offering Opportunistic Investors With The Rich Return Prospects</h2><p>We previously covered Alibaba Group Holding Limited (NYSE:BABA) in December 2024, discussing its robust recovery prospects ahead, attributed to the seemingly thawing relationship between the US and China, pending further policy clarity in 2025.</p><p>Combined with the impressive in-house AI capability, robust international e-commerce growth, rich Free Cash Flow generation, and overly discounted valuations, we had believed that stock was likely to offer rich double-digit capital appreciation over the next few years, resulting in our reiterated Buy rating.</p><p><strong>BABA 1Y Stock Price</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/481ac445dbd05d43eab487e5a020b3fe\" alt=\"TradingView\" title=\"TradingView\" tg-width=\"640\" tg-height=\"340\"/><span>TradingView</span></p><p>Since then, BABA has had an impressive stock price recovery by +44.2%, with it well outperforming the wider market at +2.9% and many of its commerce/cloud peers in varying degrees.</p><p>Much of the early tailwinds are attributed to the supposedly softening stance observed in the US President Donald Trump and China's top diplomat, Foreign Minister Wang Yi, with it underscoring a potential reversal in market sentiments surrounding Chinese ADRs after the worst of the ANT fiasco.</p><p>At the same time, it goes without saying that BABA's true capability has been greatly dismissed thus far, attributed to its well diversified capability across commerce, logistics, cloud computing/in-house AI team, autonomous driving, and fintech offerings.</p><p>This is also why we believe that the world has overreacted to the threat supposedly posed by DeepSeek, since the latter is not the first LLM to outperform those released by US based Big Tech companies.</p><p>Our optimism arises from BABA's recently released multi-modal Qwen2.5-VL, which the management has been purported to outperform "Microsoft-backed (MSFT) OpenAI’s GPT-4o, Amazon-backed (AMZN) Anthropic’s Claude 3.5 Sonnet, and Google’s (GOOG) (GOOGL) Gemini 2.0 Flash in math, document analysis, video analysis and question-answering evaluations."</p><p>Most importantly, the Qwen2.5 has also emerged as the clear winner in a direct test against DeepSeek R1, attributed to the former's "superior clarity, depth, reasoning, creativity, and transparency."</p><p>This reason is likely also why Apple (AAPL) has decided to partner with BABA "to bring artificial intelligence features to iPhones in China," an endeavor that builds upon the former's global partnership with OpenAI.</p><p>While it appears that BABA's tailwinds may be limited to China, we believe that the market is compelling enough to justify an extremely bullish outlook, given that it comprises 17.1% (+2.6 points YoY) of AAPL's FY2024 revenues at $66.95B (-7.7% YoY).</p><p>This is on top of the robust consumer demand for Apple Intelligence, with "markets where we had rolled out Apple Intelligence, that the year-over-year performance on the iPhone 16 family was stronger than those where Apple Intelligence was not available," thanks to the elevated "experiences across iPhone, iPad, and Mac."</p><p>This development naturally validates BABA's position as the leading AI player in China, with it potentially kickstarting more growth tailwinds ahead.</p><p>These also built upon its growing Cloud Intelligence Group revenues to $4.21B in FQ2'25 (+15.3% QoQ/+11.3% YoY) and expanding adj EBITA margins of 8.9% (+0.1 points QoQ/+3.9 YoY), as "AI-related product revenue grew at triple-digits year over-year for the fifth consecutive quarter."</p><p>These reasons are also why we believe that there is no stopping the growing data center capex trends, as similarly highlighted by the top four US-based hyperscalers in the recent Q4'24 earning season.</p><p>For reference, AMZN has guided FY2025 capex spending of $105.2B (+26.7% YoY/+523.9% from FY2019 levels of $16.86B), with the same trend observed in MSFT at $80B (+79.8% YoY/+81% from FY2019 levels of $44.18B), GOOG at $75B (+37.1% YoY/+64.4% from FY2019 levels of $45.6B), and Meta (META) at $62.5B (+59.3% YoY/+313.9% from FY2019 levels of $15.1B).</p><p>The same has been reported by BABA, with a higher capex of 46.36B Yuan over the LTM (+151.8% sequentially), mostly attributed to AI infrastructure given the "ongoing explosive growth in demand for AI for the compute power that drives AI for the API services to access the models," with it being "the kind of opportunity that probably comes along only once every 20 years, say, in terms of the ability to leapfrog technologically."</p><p>We are not overly concerned about the Nvidia (NVDA) chips export ban as well, given that "computer researchers in China using domestically made graphics processors have achieved a near-tenfold boost in performance over powerful US supercomputers" supported by NVDA's next-gen chips, according to a peer-reviewed study reported by the South China Morning Post.</p><p>This implies that BABA is likely to remain competitive compared to its US-based cloud computing counterparts moving forward, one that has been validated by its partnership with AAPL.</p><p><strong>The Consensus Forward Estimates</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cb60b887f698f9672e0ff5c8972aa359\" alt=\"Tikr Terminal\" title=\"Tikr Terminal\" tg-width=\"640\" tg-height=\"289\"/><span>Tikr Terminal</span></p><p>This reason is also why we believe that BABA's prospects are likely to be promising moving forward, based on the consensus forward estimates at top/bottom-line growth projections of +7.4%/+7.7% through FY2027.</p><p>Even then, given that its cloud division only comprises a 12.5% of its overall revenues in FQ2'25, readers may want to temper their expectations indeed.</p><p>This is especially since BABA's commerce segment remains its top-line driver at 55.2%, with it remaining to be seen if the robust January 2025 spending trends may be sustained over the year, given that "consumer confidence is at all-time lows."</p><p><strong>BABA Valuations</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0ac78d67d43645aa47c58a382d28334\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"160\"/><span>Seeking Alpha</span></p><p>Combined with the Beijing crackdown after the ANT fiasco, it is unsurprising that BABA remains discounted at FWD P/E non-GAAP valuations of 13.76x, compared to the pre-crackdown 5Y P/E mean of 28x.</p><p>However, given the notable upgrade from the December 2023 bottom of 7.60x, we believe that market sentiments are already showing signs of improvement, with it likely to support the stock's upward recovery trend ahead.</p><h2 id=\"id_3126150475\">So, Is BABA Stock A Buy, Sell, or Hold?</h2><p><strong>BABA 3Y Stock Price</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee8f9d5e048542cd9c1fe359a386e6e1\" alt=\"TradingView\" title=\"TradingView\" tg-width=\"640\" tg-height=\"340\"/><span>TradingView</span></p><p>For now, BABA has already charted an impressive near vertical recovery to retest the 2022/2023/2024 tops of $120s ranges, as it runs away from the 50/100/200 day moving averages.</p><p>For context, we had offered a fair value estimate of $77.50 in our last article, based on the LTM adj EPS of $8.48 ending FQ2'25 (-4.6% sequentially) and the prior FWD P/E valuations of 9.15x.</p><p>It is apparent by now, that the AAPL partnership has already triggered BABA's massive rally, with it now trading beyond our prior base-case long-term price target of $97.40, based on the consensus FY2027 adj EPS estimates of $10.65.</p><p>Despite so, there remains an excellent upside potential of +51.4% to our long-term price target of $181.00 and +149.2% to our bull-case long-term price target of $298, based on the eventual upgrading in its FWD P/E valuations to the sector P/E median of 17x and the pre-crackdown 5Y P/E mean of 28x, respectively.</p><p>Unfortunately, here is where we would like to offer caution, since it appears that a softening stance between the US and China is unlikely to occur as soon as expected, attributed to the intensifying tariff wars and potential tit-for-tat response from China.</p><p>Combined with the Fed's hawkish commentary and the mixed stock market sentiments, we believe that Chinese ADR stocks, BABA included, are likely to remain highly volatile in the near-term with most traders likely to take their gains at current inflated levels.</p><p>Our caution arises from BABA's inability to break out of the $120s ranges, as similarly observed over the past three years and the stock's sideways price action since February 12, 2025.</p><p>This is on top of the increased short interest volume by +31.5% over the past four weeks and +40.6% on a YoY basis, with it underscoring why the stock's recent gains may potentially be moderated by aggressive short sellers.</p><p>This is also why our Buy rating for the BABA stock comes with the caveat that investors wait for the exuberance to be moderated for an improved margin of safety, since the stock is likely to return most of its recent gains and afterwards, pull back to its established uptrend support line at the $80s ranges, with it implying a -33% downside from current levels.</p><p>Patience may be more prudent in the meantime.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Rising From The Ashes - Deep Value Triggers Rich Upside Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ 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.h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Rising From The Ashes - Deep Value Triggers Rich Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-16 12:00 GMT+8 <a href=https://seekingalpha.com/article/4758278-alibaba-rising-from-the-ashes-deep-value-triggers-rich-upside-potential><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBABA's deep value prospects cannot be ignored indeed, attributed to its well diversified capability across commerce, logistics, cloud computing/AI, autonomous driving, and fintech.This reason ...</p>\n\n<a href=\"https://seekingalpha.com/article/4758278-alibaba-rising-from-the-ashes-deep-value-triggers-rich-upside-potential\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4758278-alibaba-rising-from-the-ashes-deep-value-triggers-rich-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144116087","content_text":"SummaryBABA's deep value prospects cannot be ignored indeed, attributed to its well diversified capability across commerce, logistics, cloud computing/AI, autonomous driving, and fintech.This reason may also be why AAPL has chosen to work with BABA's multi-modal Qwen2.5-VL in China, building upon the former's partnership with OpenAI globally.Most importantly, the Qwen2.5 has already emerged a supposed winner against DeepSeek, OpenAI’s GPT-4o, Anthropic’s Claude 3.5 Sonnet, and GOOG's Gemini 2.0 Flash.Despite the AAPL-induced rally, we believe that BABA's rally still has legs with a triple digit upside potential thanks to its overly discounted valuations.For now, our Buy rating comes with one caveat for an improved margin of safety.wildpixel/iStock via Getty ImagesBABA Is Inherently Undervalued - Offering Opportunistic Investors With The Rich Return ProspectsWe previously covered Alibaba Group Holding Limited (NYSE:BABA) in December 2024, discussing its robust recovery prospects ahead, attributed to the seemingly thawing relationship between the US and China, pending further policy clarity in 2025.Combined with the impressive in-house AI capability, robust international e-commerce growth, rich Free Cash Flow generation, and overly discounted valuations, we had believed that stock was likely to offer rich double-digit capital appreciation over the next few years, resulting in our reiterated Buy rating.BABA 1Y Stock PriceTradingViewSince then, BABA has had an impressive stock price recovery by +44.2%, with it well outperforming the wider market at +2.9% and many of its commerce/cloud peers in varying degrees.Much of the early tailwinds are attributed to the supposedly softening stance observed in the US President Donald Trump and China's top diplomat, Foreign Minister Wang Yi, with it underscoring a potential reversal in market sentiments surrounding Chinese ADRs after the worst of the ANT fiasco.At the same time, it goes without saying that BABA's true capability has been greatly dismissed thus far, attributed to its well diversified capability across commerce, logistics, cloud computing/in-house AI team, autonomous driving, and fintech offerings.This is also why we believe that the world has overreacted to the threat supposedly posed by DeepSeek, since the latter is not the first LLM to outperform those released by US based Big Tech companies.Our optimism arises from BABA's recently released multi-modal Qwen2.5-VL, which the management has been purported to outperform \"Microsoft-backed (MSFT) OpenAI’s GPT-4o, Amazon-backed (AMZN) Anthropic’s Claude 3.5 Sonnet, and Google’s (GOOG) (GOOGL) Gemini 2.0 Flash in math, document analysis, video analysis and question-answering evaluations.\"Most importantly, the Qwen2.5 has also emerged as the clear winner in a direct test against DeepSeek R1, attributed to the former's \"superior clarity, depth, reasoning, creativity, and transparency.\"This reason is likely also why Apple (AAPL) has decided to partner with BABA \"to bring artificial intelligence features to iPhones in China,\" an endeavor that builds upon the former's global partnership with OpenAI.While it appears that BABA's tailwinds may be limited to China, we believe that the market is compelling enough to justify an extremely bullish outlook, given that it comprises 17.1% (+2.6 points YoY) of AAPL's FY2024 revenues at $66.95B (-7.7% YoY).This is on top of the robust consumer demand for Apple Intelligence, with \"markets where we had rolled out Apple Intelligence, that the year-over-year performance on the iPhone 16 family was stronger than those where Apple Intelligence was not available,\" thanks to the elevated \"experiences across iPhone, iPad, and Mac.\"This development naturally validates BABA's position as the leading AI player in China, with it potentially kickstarting more growth tailwinds ahead.These also built upon its growing Cloud Intelligence Group revenues to $4.21B in FQ2'25 (+15.3% QoQ/+11.3% YoY) and expanding adj EBITA margins of 8.9% (+0.1 points QoQ/+3.9 YoY), as \"AI-related product revenue grew at triple-digits year over-year for the fifth consecutive quarter.\"These reasons are also why we believe that there is no stopping the growing data center capex trends, as similarly highlighted by the top four US-based hyperscalers in the recent Q4'24 earning season.For reference, AMZN has guided FY2025 capex spending of $105.2B (+26.7% YoY/+523.9% from FY2019 levels of $16.86B), with the same trend observed in MSFT at $80B (+79.8% YoY/+81% from FY2019 levels of $44.18B), GOOG at $75B (+37.1% YoY/+64.4% from FY2019 levels of $45.6B), and Meta (META) at $62.5B (+59.3% YoY/+313.9% from FY2019 levels of $15.1B).The same has been reported by BABA, with a higher capex of 46.36B Yuan over the LTM (+151.8% sequentially), mostly attributed to AI infrastructure given the \"ongoing explosive growth in demand for AI for the compute power that drives AI for the API services to access the models,\" with it being \"the kind of opportunity that probably comes along only once every 20 years, say, in terms of the ability to leapfrog technologically.\"We are not overly concerned about the Nvidia (NVDA) chips export ban as well, given that \"computer researchers in China using domestically made graphics processors have achieved a near-tenfold boost in performance over powerful US supercomputers\" supported by NVDA's next-gen chips, according to a peer-reviewed study reported by the South China Morning Post.This implies that BABA is likely to remain competitive compared to its US-based cloud computing counterparts moving forward, one that has been validated by its partnership with AAPL.The Consensus Forward EstimatesTikr TerminalThis reason is also why we believe that BABA's prospects are likely to be promising moving forward, based on the consensus forward estimates at top/bottom-line growth projections of +7.4%/+7.7% through FY2027.Even then, given that its cloud division only comprises a 12.5% of its overall revenues in FQ2'25, readers may want to temper their expectations indeed.This is especially since BABA's commerce segment remains its top-line driver at 55.2%, with it remaining to be seen if the robust January 2025 spending trends may be sustained over the year, given that \"consumer confidence is at all-time lows.\"BABA ValuationsSeeking AlphaCombined with the Beijing crackdown after the ANT fiasco, it is unsurprising that BABA remains discounted at FWD P/E non-GAAP valuations of 13.76x, compared to the pre-crackdown 5Y P/E mean of 28x.However, given the notable upgrade from the December 2023 bottom of 7.60x, we believe that market sentiments are already showing signs of improvement, with it likely to support the stock's upward recovery trend ahead.So, Is BABA Stock A Buy, Sell, or Hold?BABA 3Y Stock PriceTradingViewFor now, BABA has already charted an impressive near vertical recovery to retest the 2022/2023/2024 tops of $120s ranges, as it runs away from the 50/100/200 day moving averages.For context, we had offered a fair value estimate of $77.50 in our last article, based on the LTM adj EPS of $8.48 ending FQ2'25 (-4.6% sequentially) and the prior FWD P/E valuations of 9.15x.It is apparent by now, that the AAPL partnership has already triggered BABA's massive rally, with it now trading beyond our prior base-case long-term price target of $97.40, based on the consensus FY2027 adj EPS estimates of $10.65.Despite so, there remains an excellent upside potential of +51.4% to our long-term price target of $181.00 and +149.2% to our bull-case long-term price target of $298, based on the eventual upgrading in its FWD P/E valuations to the sector P/E median of 17x and the pre-crackdown 5Y P/E mean of 28x, respectively.Unfortunately, here is where we would like to offer caution, since it appears that a softening stance between the US and China is unlikely to occur as soon as expected, attributed to the intensifying tariff wars and potential tit-for-tat response from China.Combined with the Fed's hawkish commentary and the mixed stock market sentiments, we believe that Chinese ADR stocks, BABA included, are likely to remain highly volatile in the near-term with most traders likely to take their gains at current inflated levels.Our caution arises from BABA's inability to break out of the $120s ranges, as similarly observed over the past three years and the stock's sideways price action since February 12, 2025.This is on top of the increased short interest volume by +31.5% over the past four weeks and +40.6% on a YoY basis, with it underscoring why the stock's recent gains may potentially be moderated by aggressive short sellers.This is also why our Buy rating for the BABA stock comes with the caveat that investors wait for the exuberance to be moderated for an improved margin of safety, since the stock is likely to return most of its recent gains and afterwards, pull back to its established uptrend support line at the $80s ranges, with it implying a -33% downside from current levels.Patience may be more prudent in the meantime.","news_type":1,"symbols_score_info":{"BABA":1.1,"09988":1.1}},"isVote":1,"tweetType":1,"viewCount":4833,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010975","authorId":"10000000000010975","name":"gogoooCn","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010975","idStr":"10000000000010975"},"content":"BABA is the AI leader in China. Definately worth a much higher valuation","text":"BABA is the AI leader in China. Definately worth a much higher valuation","html":"BABA is the AI leader in China. Definately worth a much higher valuation"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
