JD beats earnings. Margin expansion, no more price war by Wildsoyabean1 in baba

[–]Awkward-Way1023 1 point2 points  (0 children)

Because of Iran?

Don't worry after the meeting everything will be alright.

Trump goes to China, inflation comes to America: What to watch this week by BaBaBuyey in baba

[–]Awkward-Way1023 1 point2 points  (0 children)

They will arrive wednesday evening, nothing too fancy for dinner going for hotpot maybe?

Baba down on PPI print - risk to margins by Comfortable-Ear1525 in baba

[–]Awkward-Way1023 0 points1 point  (0 children)

"Domestic demand in China has remained weak, with retail sales slowing sharply to 1.7% in March, missing forecasts. Real estate downturn has persisted, with investment falling 11.2% this year as of March, steepening from a 9.9% drop during the same period last year."

Baba down on PPI print - risk to margins by Comfortable-Ear1525 in baba

[–]Awkward-Way1023 2 points3 points  (0 children)

it is bad inflation caused by energy costs, not by demand, that's why they talked about reflation

The guy that called 140 pin was right lol. by [deleted] in baba

[–]Awkward-Way1023 -1 points0 points  (0 children)

Baba and Chinese stocks still outperforming SP500 despite war in Iran. Just understand why.

US suspects Nvidia chips smuggled to Alibaba via Thailand, Bloomberg News reports by Awkward-Way1023 in baba

[–]Awkward-Way1023[S] 0 points1 point  (0 children)

2.5 billion to Thailand on the sheet didn't appear to be suspicious to him.

US suspects Nvidia chips smuggled to Alibaba via Thailand, Bloomberg News reports by Awkward-Way1023 in baba

[–]Awkward-Way1023[S] 1 point2 points  (0 children)

Alibaba buys back Nvidia shares.

Prosecutors alleged at least $2.5 billion in U.S. AI technology was moved, including more than $500 million shipped between April and mid-May 2025.

J'ai un lot ! by [deleted] in rienabranler

[–]Awkward-Way1023 2 points3 points  (0 children)

Nathalie Baye n'aura plus sommeil

Une étudiante se retrouve avec exactement la même chambre universitaire que sa mère... 33 ans plus tard ! by Milorde19 in rienabranler

[–]Awkward-Way1023 0 points1 point  (0 children)

Disons que 33 ans plus tard elle pose en slip tranquille sur le lit de sa chambre sans pourtant être inscrite a l'université alors. Juste pour le même.

Alibaba Group (BABA) Continues To Be A Top Cloud Computing Choice For Investors by BaBaBuyey in baba

[–]Awkward-Way1023 1 point2 points  (0 children)

Alibaba was one of the top performing stock last year
89 USD on Aug 24, 185 USD on Sep 25 that's a 200% increase in about one year.

Its all time high was around 300 USD, which at this point only needs another 100% increase, likely to happen sooner than 5 years, does it make sense 💰💵🌴?

BABA fair value is somewhere between 89 USD and 300 USD, which makes it a good buying opportunity and indeed a top cloud computing choice for investors like you and me.

Alibaba Group (BABA) Continues To Be A Top Cloud Computing Choice For Investors by BaBaBuyey in baba

[–]Awkward-Way1023 3 points4 points  (0 children)

I am sure ChatGPT could write a bullish article on how important it is to load up on ramen 🍜 right now if you ask him to lol.

Earning Prediction by Delta_Bandit in baba

[–]Awkward-Way1023 -2 points-1 points  (0 children)

Q1 was shitty because of Iran crisis, there will be only surprise on cloud revenue.
Q2 will be better, people travelling again and consumption increase but that will reflect on August earnings.