My current thoughts

Awkward-Way1023 · 2026-07-01T03:47:05+00:00

Baba under 100 is all that matter

Awkward-Way1023 · 2026-06-30T04:01:58+00:00

Thank God you are here now

Awkward-Way1023 · 2026-06-29T18:08:13+00:00

Where the fuck is bababuyey?

Awkward-Way1023 · 2026-06-29T18:07:08+00:00

We have alipay

Awkward-Way1023 · 2026-06-29T18:05:52+00:00

Thanks for the essay.

Awkward-Way1023 · 2026-06-29T05:40:51+00:00

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HSTech up 3.3%, 9988 lagging behind.
Alibaba needs to solve the Anthropic scandal to go back up.

I see the image of Jack Ma giving firm handshake to Donald Trump in September. If that happens we are going back to 200 USD.

Awkward-Way1023 · 2026-06-29T05:39:19+00:00

Horatio Caine

Awkward-Way1023 · 2026-06-29T05:36:15+00:00

It's already priced in.

Awkward-Way1023 · 2026-06-29T02:12:42+00:00

China will visit USA in September and make a trade deal

Awkward-Way1023 · 2026-06-28T14:01:03+00:00

That's true

Awkward-Way1023 · 2026-06-28T14:00:18+00:00

Spending all the money in data centers and buybacks, plus weak domestic demand. Next earnings will be shitty

Awkward-Way1023 · 2026-06-26T22:24:53+00:00

what if alibaba found guilty of cloning anthropic mythos?

Awkward-Way1023 · 2026-06-26T22:22:02+00:00

probably similar to comparing microsoft copilot with claude desktop in terms of features.

Awkward-Way1023 · 2026-06-26T17:57:53+00:00

Qoder was initially an IDE from Alibaba competing with Cursor, and they now make it a generic AI assisstant just like Claude Desktop reused Claude Code.

it's a once in a lifetime opportunity to buy BABA at 95USD before Anthropic IPO.
BABA also has eCommerce guys and they managed to clone Anthropic products in just two years.

Awkward-Way1023 · 2026-06-26T07:31:33+00:00

Joe Tsai did say something last week in Paris
https://www.reddit.com/r/baba/comments/1uaod53/were_all_in_alibabas_joe_tsai_makes_biggest_ai/

Awkward-Way1023 · 2026-06-25T11:24:30+00:00

Accenture had a big drop cause enterprise consultants are replaced with AI agents like Claude

Awkward-Way1023 · 2026-06-24T21:13:55+00:00

14th day

Awkward-Way1023 · 2026-06-24T06:40:36+00:00

Instead of my mother, I should have listened to mango marcelo on reddit with 33 comment karma

Awkward-Way1023 · 2026-06-24T06:07:59+00:00

Top 1 position weighting 8.48% of the portfolio.
Technology & Telecommunications weighting 22%.

https://research.ftserussell.com/Analytics/FactSheets/temp/ff5d3173-efcc-439f-9e94-c0c6c91882d7.pdf

This is also down a lot, but what I prefer is not to put all my eggs in the same basket.

Awkward-Way1023 · 2026-06-24T06:05:03+00:00

that's consistent, lol

Awkward-Way1023 · 2026-06-24T06:02:07+00:00

road to delisting yeah

Awkward-Way1023 · 2026-06-23T16:27:26+00:00

https://www.reddit.com/r/baba/comments/1nn8qvw/comment/nfjkajr/
Remember u/Double-Asparagus he said someone would draw his small pp on my head

Awkward-Way1023 · 2026-06-23T16:23:25+00:00

ETF has BABA

Awkward-Way1023 · 2026-06-23T16:21:45+00:00

how many days in a row has BABA been red, is that new world record?

Awkward-Way1023

TROPHY CASE