$Alibaba(BABA)$ It's interesting that the US market is moving higher compared to Hong Kong's—that hasn't been the pattern for a while now. Feels like a bullish signal.
Alibaba is quietly shaping up to be an interesting AI story to follow. The company recently announced Qwen3.8, a new open-weight AI model with 2.4T parameters that's expected to launch soon. They believe it can compete with some of the leading frontier AI models, which could put Alibaba back into the global AI conversation. What stands out to me is that this isn't just about a new model. Alibaba has cloud infrastructure, enterprise customers, and a massive ecosystem that could help turn AI development into real business growth. $Alibaba(BABA)$ has been through a long period of skepticism, but AI could become a major catalyst if execution continues. I'm watching to see how the market reacts and whether investors start to rewar
$Alibaba(BABA)$ To me, the +38% AI Cloud growth this quarter is a positive, and their Quick Delivery business also showed strong growth. The stock should move higher slowly.
$Alibaba(BABA)$ I think we're heading back to $300 and then $500. With AI, Cloud, and Robo margins at 42% and revenue growing over 30%, we could even see $900–$1,000.
How come $Alibaba(BABA)$ only gains 6% ($20B) when its AI tech reportedly outshines trillion-dollar OpenAI? Shouldn't this trigger at least 100% surge? Short-term market movements make sloths look like sprinters.