$Alibaba(BABA)$ $Amazon.com(AMZN)$ U.S. market bubble: AAPL added 2 x BABA market cap in 2 days on some buzzword announcement. AMZN worth 11 x BABA despite paying no dividend, having no significant buyback and an ever increasing number of shares outstanding.

BABA is doing massive buybacks that reduce the number of shares outstanding, paying big dividends, has 50% of its market cap in cash and Ant holdings. I think long term BABA will outperform but it will take moving the shares out of the hands of US investors and into the hands of mainland investors. The primary listing status expected in August is a step in that direction.

# US Stocks Opportunities

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