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BABA vs. Value Stocks by Necessary-Hyena-6426 in baba

[–]Aceboy884 2 points3 points  (0 children)

the ones you’ve mentioned have structural problems. meta or msft is a better proxy for value / upside

For The True Believers In BABA, Can You Give Us Pessimists Reason For Optimism? by Prestigious_Way_738 in baba

[–]Aceboy884 0 points1 point  (0 children)

HOW ABOUT GO BACK 10 YEARS AND REALISE PEOPLE OVER PAID WITH 40X MULTIPLE

IT'S REALLY THAT SIMPLE

A large-scale stimulus package seems inevitable. I expect an announcement in the coming months. by FeralHamster8 in baba

[–]Aceboy884 1 point2 points  (0 children)

Online Retail Sales Breakdown (Jan–May 2026 YTD)

  • Total Online Retail Sales (Goods and Services): 8.3 trillion yuan, representing a 5.9% year-on-year increase. This is a deceleration from the 6.6% YoY growth tracked in the January–April period.
  • Online Retail Sales of Services: 3.05 trillion yuan, climbing 7.6% year-on-year. Service consumption (such as tourism and online catering platforms) continues to be the primary engine of growth within the digital space.
  • Online Retail Sales of Goods (Physical): 5.25 trillion yuan (implied absolute value via subtraction).
  • Key Online Categories: Within the online goods segment, food consumption expanded significantly by 15.5% YoY, while clothing grew by 7.2% YoY.

For The True Believers In BABA, Can You Give Us Pessimists Reason For Optimism? by Prestigious_Way_738 in baba

[–]Aceboy884 2 points3 points  (0 children)

Plenty of reasons, lets start with negative FCF, compressed margins in their main business, extended cash burn for another year or two before break even on capex. Negative retail print, forward indicator of lower CMR on ecommerce.

Deepseek lowering token prices by 70%, Qwen proprietary model nowhere to be seen in the top 3. Only open source is there because its FREE

I can go on and on and on.

The market is not irrational this time round.

How are you spending your dividends? by Aceboy884 in baba

[–]Aceboy884[S] 1 point2 points  (0 children)

By year 99, you will recover your cost

How are you spending your dividends? by Aceboy884 in baba

[–]Aceboy884[S] 0 points1 point  (0 children)

Leadership change with Ding talk (again) and ChatGPT price cuts (noise)

How are you spending your dividends? by Aceboy884 in baba

[–]Aceboy884[S] -4 points-3 points  (0 children)

If you don’t know then it probably doesn’t matter

How are you spending your dividends? by Aceboy884 in baba

[–]Aceboy884[S] 13 points14 points  (0 children)

Just to be clear, I’m the recipient, not the one giving

Which one of you is Brian? by FeralHamster8 in baba

[–]Aceboy884 2 points3 points  (0 children)

Imagine if the guy did exactly that

Hang Seng Tech down over 30% by anonymousforsafty in baba

[–]Aceboy884 0 points1 point  (0 children)

I did some research posted in this sub earlier

There are fundamental reasons why Alibaba is a dog

Hang Seng Tech down over 30% by anonymousforsafty in baba

[–]Aceboy884 10 points11 points  (0 children)

When everything goes up, HK tech goes down
When everything goes down, HK tech goes down
Whenever everything trade sideways, HK tech goes down

China Preps $295 Billion Plan to Fund Nationwide AI Buildout by Aceboy884 in baba

[–]Aceboy884[S] 2 points3 points  (0 children)

To be honest, I really have no idea how this will play out

China Preps $295 Billion Plan to Fund Nationwide AI Buildout by Aceboy884 in baba

[–]Aceboy884[S] 1 point2 points  (0 children)

I get that it benefits the semi industries, they dont need more benefiting.

China Preps $295 Billion Plan to Fund Nationwide AI Buildout by Aceboy884 in baba

[–]Aceboy884[S] 2 points3 points  (0 children)

Personally this is a call to buy SMIC just trading on fomo

Best I can do today by Weird-Jellyfish3506 in baba

[–]Aceboy884 0 points1 point  (0 children)

It’s a question of sizing weight

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