CTG1956
2023-03-29

ok
@SirBahamut：
$Alibaba(BABA)$ I wanted to write an article on Micron and Alibaba today, but I was extremely busy at work :( I will write a full article tomorrow or Friday, but I'll make some quick notes first. I covered Alibaba and Micron numerous times (not sure those articles are still in Tiger anot) so if you are a frequent reader you will know I am bearish on Memory market but I am bullish on China Tech. Micron released its result last night, unsurprisingly bad, net profit worse than expected due to inventory write-down. Guidance worse than expected. Yet somehow, market turns positive on MU after CEO said that inventory correction at downstream is more or less done. Personally, I don't share the same optimism, and evidence of prolonged weakness is increasingly surfacing. Alibaba announced its restructuring strategies, splitting into 6 different business unit. This is really exciting! This not only unlock value as the businesses spin off, but it makes Alibaba a much more efficient and nimble company. Together with Jack Ma's reappearance, this is a total bull signal for Alibaba. Stay tuned for more upside! @Daily_Discussion
$Alibaba(BABA)$ I wanted to write an article on Micron and Alibaba today, but I was extremely busy at work :( I will write a full article tomorrow or Friday, but I'll make some quick notes first. I covered Alibaba and Micron numerous times (not sure those articles are still in Tiger anot) so if you are a frequent reader you will know I am bearish on Memory market but I am bullish on China Tech. Micron released its result last night, unsurprisingly bad, net profit worse than expected due to inventory write-down. Guidance worse than expected. Yet somehow, market turns positive on MU after CEO said that inventory correction at downstream is more or less done. Personally, I don't share the same optimism, and evidence of prolonged weakness is increasingly surfacing. Alibaba announced its restructuring strategies, splitting into 6 different business unit. This is really exciting! This not only unlock value as the businesses spin off, but it makes Alibaba a much more efficient and nimble company. Together with Jack Ma's reappearance, this is a total bull signal for Alibaba. Stay tuned for more upside! @Daily_Discussion

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  • 老赌神
    ·2023-04-14
    [惊吓]
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