$BABA CUSTOM 260417 PUT 155.0/

Possible AI Hit This CNY🧧? Who Leads Next AI Cycle?

Lunar New Year “release season” has turned into a full-scale AI arms race. In China, DeepSeek, ByteDance’s Doubao, Alibaba, and KNOWLEDGE ATLAS are accelerating product launches, with Seedance 2.0 touted as a potential breakout. Overseas, GPT-5.3, Claude Sonnet 4.7, Grok 5, Gemini 3.5, and Meta’s Avocado signal escalating competition from Meta and peers. Capital intensity is rising, iteration cycles are shortening, and narrative leadership is shifting fast. Which AI model or ecosystem has the strongest moat? Does rapid iteration strengthen incumbents — or compress their valuation premiums?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

taraprice8689
02-16 17:43
taraprice8689
Great article, would you like to share it?

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":532232683377464,"tweetId":"532232683377464","gmtCreate":1770961181381,"gmtModify":1771171818862,"author":{"id":3561175601034966,"idStr":"3561175601034966","authorId":3561175601034966,"authorIdStr":"3561175601034966","name":"Chri0031","avatar":"https://static.tigerbbs.com/f41b090156ba944b07076b7e8983a5ec","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":8,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":5,"starInvestorOrderShareNum":5,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":62.43,"showRor":true,"investmentPhilosophy":"Cut loss is the key to success! ","winRationPercentage":57.801418,"tradeVolumeEst":0},"themes":[{"themeId":"acec1d3272d44075bff9f3c7103096d2","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Possible AI Hit This CNY🧧? Who Leads Next AI Cycle?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":acec1d3272d44075bff9f3c7103096d2}&rnconfig={\"headerBarHidden\": true}","description":"Lunar New Year “release season” has turned into a full-scale AI arms race. In China, DeepSeek, ByteDance’s Doubao, Alibaba, and KNOWLEDGE ATLAS are accelerating product launches, with Seedance 2.0 touted as a potential breakout. Overseas, GPT-5.3, Claude Sonnet 4.7, Grok 5, Gemini 3.5, and Meta’s Avocado signal escalating competition from Meta and peers. Capital intensity is rising, iteration cycles are shortening, and narrative leadership is shifting fast. \nWhich AI model or ecosystem has the strongest moat? \nDoes rapid iteration strengthen incumbents — or compress their valuation premiums?","image":"https://community-static.tradeup.com/news/906e193c75a29261c5f5f4892de78ed8"}],"images":[{"img":"https://community-static.tradeup.com/news/13a5bedcec1e2aa1708f17f0ae3eb894","width":"1006","height":"1808"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/13a5bedcec1e2aa1708f17f0ae3eb894","width":"1006","height":"1808"}],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/OPT/BABA 20260417 155.0 PUT SELL 1 | BABA 20260417 160.0 CALL SELL 1 | BABA 20260417 160.0 PUT BUY 1\">$BABA CUSTOM 260417 PUT 155.0/CALL 160.0/PUT 160.0$</a>&nbsp;</p><img src=\"https://community-static.tradeup.com/news/13a5bedcec1e2aa1708f17f0ae3eb894\" tg-width=\"1006\" tg-height=\"1808\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/OPT/BABA 20260417 155.0 PUT SELL 1 | BABA 20260417 160.0 CALL SELL 1 | BABA 20260417 160.0 PUT BUY 1\">$BABA CUSTOM 260417 PUT 155.0/CALL 160.0/PUT 160.0$</a>&nbsp;</p><img src=\"https://community-static.tradeup.com/news/13a5bedcec1e2aa1708f17f0ae3eb894\" tg-width=\"1006\" tg-height=\"1808\"></body></html>","text":"$BABA CUSTOM 260417 PUT 155.0/CALL 160.0/PUT 160.0$","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/532232683377464","repostId":0,"isVote":1,"tweetType":1,"viewCount":261,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":45,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":533353769276152,"commentId":"533353769276152","gmtCreate":1771235000001,"gmtModify":1771236673295,"authorId":4233004443819792,"author":{"id":4233004443819792,"idStr":"4233004443819792","authorId":4233004443819792,"name":"taraprice8689","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":532232683377464,"objectIdStr":"532232683377464","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great article, would you like to share it?","text":"Great article, would you like to share it?","html":"Great article, would you like to share it?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/532232683377464"}