Upon deeper research, I realize that JD and PDD being Alibaba's competitors play in different product levels and service levels so while there may be some market share lost from anti competition, it won't be significant. There will still be room for growth while Alibaba's moat remains intact.
What You Need to Know Before Alibaba's Q3 Earnings
One thing $Microsoft(MSFT)$has proven time and time again is its ability to spawn new businesses in response to whatever new segment is created in the market. Collaboration, ERP systems, CRM, Cloud, you name it
Is Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse
I will definitely be more optimistic about the moat of companies like $Docusign(DOCU)$if they are acquired by major enterprise application software players like $Microsoft(MSFT)$or $SAP SE(SAP)$
It’s Time to Buy the Best Beaten-Down Stocks in Tech and Elsewhere
Market is overvalued for sure. The faster thedrop the better it is for all long term investors. As Jeremy Grantham says, it will always fall back to the mean
Death cross crystallizes in Nasdaq Composite on Friday for first time in 2 years, in a bearish sign for the stock market