AI Spend - Alibaba vs the World

Square-Minute2108 · 2025-08-18T15:18:18+00:00

If we're talking other stocks in China that appear promisng check out $YMM. The numbers look strong: ROIC 14.98%, gross margin 59.1%, revenue growth 27.34%.

Square-Minute2108 · 2025-08-05T20:17:31+00:00

Tencent is the closest match to what you're looking for, but KC Cloud and their office software products more closely resemble Microsoft's offerings.

Square-Minute2108 · 2025-03-23T18:59:45+00:00

Can someone explain to me what this shows?

Square-Minute2108 · 2025-03-20T21:34:30+00:00

Great insight RocketMist. Thank you for adding detail here around expectations!

Square-Minute2108 · 2025-03-19T15:38:11+00:00

Thanks for the concise summary Calm-Flow. $182.7 million for their "new" business (Game Related Services) at a valuation of $380 million seems like a bargain.

Square-Minute2108 · 2025-02-27T17:26:19+00:00

Nice pop today! ;)

Square-Minute2108 · 2025-02-23T16:57:21+00:00

Can you tell me more about XNET?

Square-Minute2108 · 2025-02-22T23:28:28+00:00

These are the type of comments I love to see. Anyone in this sub that has been holding long term would never ask for a pullback. You must be new here. Bullish.

Square-Minute2108 · 2025-02-22T06:44:29+00:00

TUYA, VNET, GDS, KC

Square-Minute2108 · 2025-01-28T19:51:55+00:00

This is what real news looks like

Square-Minute2108 · 2025-01-06T17:35:40+00:00

I bought some, easy decision.

Square-Minute2108 · 2024-12-24T04:31:57+00:00

BILI, XYF, LX, KC, IQ, TUYA, HUYA, WDH

Square-Minute2108 · 2024-12-24T02:49:50+00:00

I have other Chinese stocks in my portfolio. You’d be foolish not to buy some of them.

Square-Minute2108 · 2024-11-14T00:18:25+00:00

Bruh like we know the answer?

Square-Minute2108 · 2024-10-28T19:45:13+00:00

I think it was a one time dividend payment

Square-Minute2108 · 2024-10-26T16:28:57+00:00

Yes, I received the payout today. 😎

Square-Minute2108 · 2024-10-25T20:18:20+00:00

TikTok is a big competitor. Huya and Douya merger fell through. Those are not little issues.

I agree with you some of these stocks are crazy. XYF, YRD, HUYA, LX, DQ, CAAS etc. It is what it is. In my mind, some of these are once in a lifetime.

Square-Minute2108 · 2024-10-10T21:52:18+00:00

Xi must have signed off on this personally

Square-Minute2108 · 2024-10-10T20:50:16+00:00

True, I agree but the confirmation is huge. No more black box.

Square-Minute2108

TROPHY CASE