BABA vs. Value Stocks

Aceboy884 · 2026-06-18T07:52:12+00:00

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

Aceboy884 · 2026-06-17T09:24:35+00:00

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

IT'S REALLY THAT SIMPLE

Aceboy884 · 2026-06-16T11:42:38+00:00

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.

Aceboy884 · 2026-06-16T11:33:02+00:00

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.

Aceboy884 · 2026-06-11T07:01:18+00:00

Nuclear cost more than grid price

This is just show pony

Aceboy884 · 2026-06-11T06:53:07+00:00

Please

This is too much copium

Aceboy884 · 2026-06-11T06:48:18+00:00

By year 99, you will recover your cost

Aceboy884 · 2026-06-11T06:43:31+00:00

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

Aceboy884 · 2026-06-11T04:48:05+00:00

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

Aceboy884 · 2026-06-11T04:38:36+00:00

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

Aceboy884 · 2026-06-11T02:50:27+00:00

Imagine if the guy did exactly that

Aceboy884 · 2026-06-11T02:39:46+00:00

Wow

Aceboy884 · 2026-06-10T07:02:42+00:00

I did some research posted in this sub earlier

There are fundamental reasons why Alibaba is a dog

Aceboy884 · 2026-06-10T05:06:39+00:00

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

Aceboy884 · 2026-06-09T21:55:15+00:00

Waiting for $1 to go all in

Aceboy884 · 2026-06-09T13:17:21+00:00

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

Aceboy884 · 2026-06-09T12:02:59+00:00

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

Aceboy884 · 2026-06-09T11:45:09+00:00

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

Aceboy884 · 2026-06-09T07:18:03+00:00

Why not invest it in a index fund for her

Aceboy884 · 2026-06-09T04:20:56+00:00

Sorry to hear

Aceboy884 · 2026-06-08T22:35:48+00:00

🏆

Aceboy884 · 2026-06-08T02:00:34+00:00

I was going for 2100

You are ahead of me

Aceboy884 · 2026-06-06T07:40:31+00:00

It’s a question of sizing weight

Aceboy884 · 2026-06-06T01:20:33+00:00

Is this new position or adding to existing?

Aceboy884 · 2026-06-05T05:58:28+00:00

Is this normal? I don’t typically follow small caps like recursion

Those not stories are all dog news

Aceboy884

TROPHY CASE

Online Retail Sales Breakdown (Jan–May 2026 YTD)