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On September 24, Alibaba announced a strategic partnership with NVIDIA to collaborate on Physical AI. The two companies will join forces to explore practices including data synthesis, model training, environment simulation and reinforcement learning, as well as model verification and testing. This collaboration between Alibaba and NVIDIA will help Alibaba leverage NVIDIA’s Physical AI software stack to strength...
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TL;DR
– My Idea: Bullish on long term, but be careful of short term pullback after 30% rally in Sept.
– $Alibaba (BABA.US)$ popped ~8% yesterday on Apsara Conference 2025 and printed a multi-year high. The market is re-rating BABA on two pillars: AI demand + cloud/ASIC/in-house chip execution.
– Thesis chain: AI demand still hot → compute cost + autonomy matter → ASIC route reduces 'Nvidia tax' → BABA's stack (PPU chips + Super AI Cloud + Q...
– My Idea: Bullish on long term, but be careful of short term pullback after 30% rally in Sept.
– $Alibaba (BABA.US)$ popped ~8% yesterday on Apsara Conference 2025 and printed a multi-year high. The market is re-rating BABA on two pillars: AI demand + cloud/ASIC/in-house chip execution.
– Thesis chain: AI demand still hot → compute cost + autonomy matter → ASIC route reduces 'Nvidia tax' → BABA's stack (PPU chips + Super AI Cloud + Q...
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$Alibaba (BABA.US)$
nice %, QTY only 1 unit🤣
nice %, QTY only 1 unit🤣
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🔥 $BABA-W (09988.HK)$'s share price has risen an astonishing 64.5% over the past 12 weeks, as buyers seem to pile into every share price pullback on the back of an increasing number of positive news
⭐Meanwhile, Alibaba call warrant $Alibaba MB eCW260105 (FTUW.SG)$ (https://warrants.com.sg/tools/HistoricalPerformance/FTUW) is the top performing warrant in the last 12 weeks with a 975% surge in price from SGD 0.020 on 7 July to SGD 0.215 as of yesterday's close
📢For example, we highlighted last Wed...
⭐Meanwhile, Alibaba call warrant $Alibaba MB eCW260105 (FTUW.SG)$ (https://warrants.com.sg/tools/HistoricalPerformance/FTUW) is the top performing warrant in the last 12 weeks with a 975% surge in price from SGD 0.020 on 7 July to SGD 0.215 as of yesterday's close
📢For example, we highlighted last Wed...
As of this morning session close on 30 Sep, $BABA-W (09988.HK)$ has gained +5% in this 2-day period to challenge HK$175, firmly holding the sentiment supported by commitment of AI capex and new model release.
For DLCs, 5x Long Alibaba DLC gained +25% in the same period while 5x Short Alibaba DLC declined by similar magnitude.
The share price rally keeps Alibaba as a front runner within China tech names as investors mark up the expectation for AI in...
For DLCs, 5x Long Alibaba DLC gained +25% in the same period while 5x Short Alibaba DLC declined by similar magnitude.
The share price rally keeps Alibaba as a front runner within China tech names as investors mark up the expectation for AI in...
💵 In times of market volatility, companies with strong net cash are often better positioned to weather economic shocks. Net cash, calculated as “Cash & Cash Equivalents − Total Liabilities,” indicates a company’s financial cushion and its ability to fund operations, investments, or acquisitions without relying heavily on external financing.
🌈 According to recent statistics, the top global companies by net cash (in USD) are:
1️⃣ Alphabet (Google...
🌈 According to recent statistics, the top global companies by net cash (in USD) are:
1️⃣ Alphabet (Google...
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Another lovely day for me. Patience is key always. ![]()
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I have to stop night buying smh
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