Alibaba Slips 0.73% as Burry Bears Down — CEO Buys ~$4.98M: Who's Wrong?

Alibaba −0.73% in the U.S. Monday, while 09988 rose 0.71% in Hong Kong. The bear case, built on Burry's framework, is that the AI boom leaves Alibaba worse off as cloud and AI capex compresses margins. The bull case got a signal rather than an argument: the CEO bought about $4.98m of stock — real money, though against last week's HK$80bn placement it is a gesture, not a swing factor. One question underneath: is AI spend a margin drag or the entry ticket to cloud reacceleration? Follow the insider buy, or wait for this week's China ADR earnings?

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苏36

09-22 17:58

I think the most interesting part of this AI cycle is the shift from “AI that answers” to “AI that acts.” GPUs will remain essential for model inference, but autonomous agents could create a much broader infrastructure demand. Every task may require CPU capacity, networking, storage, databases, APIs and constant background processing. That changes the investment question. Instead of simply asking how many GPUs AI needs, we should ask how much total infrastructure is required to support billions of agents working simultaneously. I also find the ecosystem angle fascinating. An agent becomes far more useful when it can actually search, book, pay, communicate and execute tasks. That gives companies with strong consumer ecosystems another potential advantage. To me, the next AI opportunity may

Tiger_comments

09-22 16:56

One AI Agent Just Put CPUs Back in the Spotlight

AI may be moving from “answering questions” to actually doing work — and that could make CPUs important again. The latest AI trade is no longer just about GPUs. Meta’s new AI agent, Muse, has pushed investors to rethink what the next phase of AI infrastructure may actually require. Why?Because an AI agent does much more than generate an answer. It may need to:open a browser,search the web,fill out forms,call APIs,run tools,manage files,and keep working in the background for minutes or even hours. That changes the compute equation. For a chatbot, the workflow is relatively simple: Prompt → GPU inference → Response For an AI agent, it looks more like: Think → Browse → Execute → Check → Think Again → Continue GPUs still handle the heavy model inference. But many of the surrounding workloads —

One AI Agent Just Put CPUs Back in the Spotlight

atehpengaday

08-27

The core debate boils down to two factors: The Bear Case (Burry Framework): Heavy capital expenditure on AI and cloud infrastructure acts as a margin drag in the near term, diluting existing shareholders through massive equity placements while competitive pressures limit immediate monetization. The Bull Case: AI spending is the mandatory price of admission to re-accelerate Alibaba Cloud, position the company as China's premier AI backbone, and drive long-term top-line growth. The Bottom Line: Don't trade solely on insider buys following a major share dilution. Wait for concrete evidence in quarterly Cloud revenue growth and margin stabilization before declaring the AI capex cycle a net positive for earnings per share.

Puts puts puts baby

08-27

Michael Burry exiting Alibaba to rotate into JD.com highlights valid concerns over return on invested capital, as a 75% profit plunge driven by a $10.2B equity dilution and a 75% spike in quarterly capex ($9.98B) creates severe near-term margin friction. However, the CEO’s ~$4.98M insider purchase—combined with cloud revenue accelerating to 45% growth and AI product revenue delivering triple-digit gains—proves that AI infrastructure spending is an essential entry ticket to cloud reacceleration rather than a permanent drag. With 40%+ cloud growth and expanding segment EBITA margins (12%), waiting for post-earnings clarity will likely confirm that Alibaba’s short-term margin compression is laying the structural foundation for long-term cloud dominance.

Ben Tiger

08-27

Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su

Ben Tiger

08-27

Amool

08-26

Baba has been a slippery stock

Mickey082024

08-25

Alibaba Slips 0.73% as Burry Bears Down — CEO Buys $4.98 Million: Who’s Wrong?

$Alibaba(BABA)$ Alibaba Group Holding Ltd. (NYSE: BABA) has suddenly become a battleground between two very different investment philosophies. On one side is Michael Burry, the investor made famous by The Big Short, who has exited Alibaba and shifted his capital toward rival JD.com. Burry argues that Alibaba’s decision to issue roughly $10.2 billion of new shares to finance artificial-intelligence investment signals potentially poor returns on invested capital. He has reportedly said Alibaba would need to fall roughly 50% before he becomes interested again. On the other side is Alibaba's own management. CEO Eddie Wu purchased 350,000 Alibaba shares for approximately $4.984 million, at an average price of $14.24 per share on the Form 4 reporting ba

Alibaba Slips 0.73% as Burry Bears Down — CEO Buys $4.98 Million: Who’s Wrong?

Blinkfans

08-25

🇨🇳🇸🇬 China & Asia Internet Stocks: Alibaba Isn’t the Whole Story

🔥 Alibaba, PDD, Tencent, JD.com & Sea/Shopee — which one is best positioned for the next AI + e-commerce cycle? I’ve been thinking about the recent debate around Alibaba and Michael Burry’s bearish view. Alibaba is down about 0.7% in the U.S. session in the screenshot, while its Hong Kong shares were slightly higher. But personally, I think focusing only on “Is Alibaba a buy or sell?” misses the bigger picture. 👉 The more interesting question is: What happens to the entire Asian internet sector as companies spend aggressively on AI, compete for online consumers, and try to turn that investment into higher future revenue? Instead of looking at one stock at a time, I want to compare several companies that are exposed to this broader trend: 🇨🇳 Alibaba — AI + Cloud + E-commerce 🇨🇳 PDD Hold

🇨🇳🇸🇬 China & Asia Internet Stocks: Alibaba Isn’t the Whole Story

TigerOptions

08-25

Why Alibaba’s $10 Billion Share Sale Starts a Three-Year AI Payback Clock

$Alibaba(BABA)$ has raised approximately $10.2 billion by selling new Hong Kong-listed shares after spending almost $10 billion on capital expenditure in a single quarter. The placement gives the company more capacity to build AI infrastructure, but it also transfers part of the risk to shareholders immediately. From this point, cloud growth must become cash generation quickly enough to justify dilution and the lost flexibility of a previously cash-rich balance sheet. $BABA-W(09988)$ reported on August 20 for the quarter ended June 30. Revenue increased 9% to RMB269.0 billion, while AI Cloud and Compute Services revenue rose 45% to RMB48.4 billion. AI-related product revenue reached RMB12.4 billion and d

Why Alibaba’s $10 Billion Share Sale Starts a Three-Year AI Payback Clock

Lanceljx

08-25

I would wait rather than chase the insider buy. The more important signal has already arrived in the numbers: Alibaba’s cloud and AI-services revenue grew 45%, but quarterly net profit fell 75% as capex surged 75% to RMB67.68bn. That actually strengthens both sides of the debate. Bulls can point to genuine cloud reacceleration, while bears can argue that Alibaba is effectively buying that growth at a very high near-term cost. The HK$80bn placement adds dilution and raises the hurdle further. Alibaba now needs to demonstrate that AI infrastructure produces attractive incremental returns, not merely faster revenue. Management is targeting roughly a mid-teens return on AI investment over three years. So I would treat the CEO purchase as a confidence signal, not a buy signal. The m

LazyCat Invests

08-25

Owing the tax collector is a natural choice but it is not risk free. While there is pricing power now, the ability to do so subsequently depends on the tax payers willingness and ability to keep paying the toll - empty pockets or going into debt would be a concern for the tax collector too.

苏36

08-24

Own the Toll Collector, Not the Toll Payer I’d rather own Nvidia than the companies paying the higher AI bill—but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia’s pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the “toll collector,” but valuation matters. I’d rather buy on meaningful pullbacks than chase strength ahead of earnings. @Marktomarket [微笑]

Marktomarket

08-24

Four Raises in One Week. The First One Is Already Below Its Placement Price

Hello. Last friday's US session was a quiet one — $Invesco QQQ(QQQ)$ closed up 0.35 per cent, $SPDR S&P 500 ETF Trust(SPY)$ 0.41 per cent and the Dow 0.98 per cent — though the week as a whole still finished lower. What mattered happened after the close. On 23 August $BABA-W(09988)$ announced and priced a placement of new shares worth HK$80 billion, about US$10.2 billion, sold at an 8.4 per cent discount, with the net proceeds going into full-stack AI infrastructure. That is the fourth such raise in the same week. Intel sold US$20 billion of stock at US$95 a share;

Four Raises in One Week. The First One Is Already Below Its Placement Price

SG DLC News

08-24

Alibaba 5x Short DLC Gains +50% as Alibaba Shares Plunge -10%

$BABA-W(09988)$ fell 10% on Monday (24 August) morning after announcing plans to raise approximately HK$80 billion through a share sale. The placement is expected to dilute earnings and weigh on the stock’s near-term performance. Amplifying the move, the $Alibaba 5xShortSG270907(RHDW.SI)$ rose 50% in early trading, while the $Alibaba 5xLongSG270712(ZVNW.SI)$ fell a similar magnitude. The weakness spilled into the broader technology sector, pushing the $HSTECH(HSTECH)$ down approximately 3.5%. Correspondingly, the $HSTECH 7xShortSG270309(9B2W.SI)$<

Alibaba 5x Short DLC Gains +50% as Alibaba Shares Plunge -10%

Optionspuppy

08-24

🚨 Alibaba FY27Q1: AI Growth Is Rising, But Profit Is Taking the Hit SG61 Trading Arena for SGX Listed Securities!

📊 Alibaba’s latest quarter shows a fascinating contradiction: the business is growing, especially in Cloud and AI, but the cost of that growth is becoming increasingly visible in earnings and cash flow. 🚀 Revenue Growth Is Still Real Alibaba’s August 2026 quarter, FY27 Q1, delivered revenue of approximately CN¥268.95bn, representing 8.6% year-over-year growth and slightly beating expectations. 📈 The biggest highlight was Cloud & AI Compute Services, which generated around CN¥48.4bn, up roughly 45% YoY. ☁️🤖 This was one of the strongest growth rates Alibaba’s cloud business has delivered in years and reinforces the argument that AI computing demand is becoming an increasingly important growth engine. However, investors need to look beyond the revenue headline. 👀 While sales are accelera

🚨 Alibaba FY27Q1: AI Growth Is Rising, But Profit Is Taking the Hit SG61 Trading Arena for SGX Listed Securities!

LazyCat Invests

08-23

Tiger BOSS Debit Card Epic Rewards

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Tiger BOSS Debit Card Epic Rewards

LazyCat Invests

08-23

totally agree that the persistent strength in Gold is telling that Bessent's rescue has failed. The fact that treasury showing panic and blinked is telling. @mr_cashcow come comment for coins.

Ben Tiger

08-23

Ben Tiger

08-23

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However, the CEO’s ~$4.98M insider purchase—combined with cloud revenue accelerating to 45% growth and AI product revenue delivering triple-digit gains—proves that AI infrastructure spending is an essential entry ticket to cloud reacceleration rather than a permanent drag. With 40%+ cloud growth and expanding segment EBITA margins (12%), waiting for post-earnings clarity will likely confirm that Alibaba’s short-term margin compression is laying the structural foundation for long-term cloud dominance.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601200947524376","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601083812082416,"gmtCreate":1787786074665,"gmtModify":1787791457699,"author":{"id":"3574880411812374","authorId":"3574880411812374","name":"Ben Tiger","avatar":"https://community-static.tradeup.com/news/7b6824c9f26552149f79596c895fc87a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574880411812374","idStr":"3574880411812374"},"themes":[],"title":"","htmlText":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","listText":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","text":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601083812082416","isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601083728241592,"gmtCreate":1787786031533,"gmtModify":1787791454414,"author":{"id":"3574880411812374","authorId":"3574880411812374","name":"Ben Tiger","avatar":"https://community-static.tradeup.com/news/7b6824c9f26552149f79596c895fc87a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574880411812374","idStr":"3574880411812374"},"themes":[],"title":"","htmlText":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","listText":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","text":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601083728241592","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600711706489648,"gmtCreate":1787695117506,"gmtModify":1787695120352,"author":{"id":"4181616996179422","authorId":"4181616996179422","name":"Amool","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181616996179422","idStr":"4181616996179422"},"themes":[],"title":"","htmlText":"Baba has been a slippery stock","listText":"Baba has been a slippery stock","text":"Baba has been a slippery stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600711706489648","isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600629655605456,"gmtCreate":1787667695602,"gmtModify":1787735569583,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"Alibaba Slips 0.73% as Burry Bears Down — CEO Buys $4.98 Million: Who’s Wrong?","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Alibaba Group Holding Ltd. (NYSE: BABA) has suddenly become a battleground between two very different investment philosophies. On one side is Michael Burry, the investor made famous by The Big Short, who has exited Alibaba and shifted his capital toward rival JD.com. Burry argues that Alibaba’s decision to issue roughly $10.2 billion of new shares to finance artificial-intelligence investment signals potentially poor returns on invested capital. He has reportedly said Alibaba would need to fall roughly 50% before he becomes interested again. On the other side is Alibaba's own management. CEO Eddie Wu purchased 350,000 Alibaba shares for approximately $4.984 million, at an average price of $14.24 per share on the Form 4 reporting ba","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Alibaba Group Holding Ltd. (NYSE: BABA) has suddenly become a battleground between two very different investment philosophies. On one side is Michael Burry, the investor made famous by The Big Short, who has exited Alibaba and shifted his capital toward rival JD.com. Burry argues that Alibaba’s decision to issue roughly $10.2 billion of new shares to finance artificial-intelligence investment signals potentially poor returns on invested capital. He has reportedly said Alibaba would need to fall roughly 50% before he becomes interested again. On the other side is Alibaba's own management. CEO Eddie Wu purchased 350,000 Alibaba shares for approximately $4.984 million, at an average price of $14.24 per share on the Form 4 reporting ba","text":"$Alibaba(BABA)$ Alibaba Group Holding Ltd. (NYSE: BABA) has suddenly become a battleground between two very different investment philosophies. On one side is Michael Burry, the investor made famous by The Big Short, who has exited Alibaba and shifted his capital toward rival JD.com. Burry argues that Alibaba’s decision to issue roughly $10.2 billion of new shares to finance artificial-intelligence investment signals potentially poor returns on invested capital. He has reportedly said Alibaba would need to fall roughly 50% before he becomes interested again. On the other side is Alibaba's own management. CEO Eddie Wu purchased 350,000 Alibaba shares for approximately $4.984 million, at an average price of $14.24 per share on the Form 4 reporting ba","images":[{"img":"https://community-static.tradeup.com/news/03660e7c48a23ea6b9a83e8135bbe532","width":"1257","height":"386"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/600629655605456","isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000181","authorId":"9000000000000181","name":"blinky","avatar":"https://community-static.tradeup.com/news/b7e488f0f7683bcc2f916727332a2d8b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000181","idStr":"9000000000000181"},"content":"ROIC is the whole debate here. A $10.2B dilution needs way more than AI buzz to clear the cost of capital, and history is full of expensive “strategic” bets that never earned it.","text":"ROIC is the whole debate here. A $10.2B dilution needs way more than AI buzz to clear the cost of capital, and history is full of expensive “strategic” bets that never earned it.","html":"ROIC is the whole debate here. A $10.2B dilution needs way more than AI buzz to clear the cost of capital, and history is full of expensive “strategic” bets that never earned it."},{"author":{"id":"3479274730589341","authorId":"3479274730589341","name":"DIMCO","avatar":"https://static.tigerbbs.com/d19479028ad9f5265647d85d6157c5be","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274730589341","idStr":"3479274730589341"},"content":"By your own $145 base value, $118 still leaves 20%+ upside. For a value setup, that margin of safety is already decent; AI ROI just needs to clear the bar.","text":"By your own $145 base value, $118 still leaves 20%+ upside. For a value setup, that margin of safety is already decent; AI ROI just needs to clear the bar.","html":"By your own $145 base value, $118 still leaves 20%+ upside. For a value setup, that margin of safety is already decent; AI ROI just needs to clear the bar."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600486219850176,"gmtCreate":1787644806802,"gmtModify":1787647831501,"author":{"id":"4090657250004720","authorId":"4090657250004720","name":"Blinkfans","avatar":"https://community-static.tradeup.com/news/c76fc0b3f351454fecd7f6146372228c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090657250004720","idStr":"4090657250004720"},"themes":[],"title":"🇨🇳🇸🇬 China & Asia Internet Stocks: Alibaba Isn’t the Whole Story","htmlText":"🔥 Alibaba, PDD, Tencent, JD.com &amp; Sea/Shopee — which one is best positioned for the next AI + e-commerce cycle? I’ve been thinking about the recent debate around Alibaba and Michael Burry’s bearish view. Alibaba is down about 0.7% in the U.S. session in the screenshot, while its Hong Kong shares were slightly higher. But personally, I think focusing only on “Is Alibaba a buy or sell?” misses the bigger picture. 👉 The more interesting question is: What happens to the entire Asian internet sector as companies spend aggressively on AI, compete for online consumers, and try to turn that investment into higher future revenue? Instead of looking at one stock at a time, I want to compare several companies that are exposed to this broader trend: 🇨🇳 Alibaba — AI + Cloud + E-commerce 🇨🇳 PDD Hold","listText":"🔥 Alibaba, PDD, Tencent, JD.com &amp; Sea/Shopee — which one is best positioned for the next AI + e-commerce cycle? I’ve been thinking about the recent debate around Alibaba and Michael Burry’s bearish view. Alibaba is down about 0.7% in the U.S. session in the screenshot, while its Hong Kong shares were slightly higher. But personally, I think focusing only on “Is Alibaba a buy or sell?” misses the bigger picture. 👉 The more interesting question is: What happens to the entire Asian internet sector as companies spend aggressively on AI, compete for online consumers, and try to turn that investment into higher future revenue? Instead of looking at one stock at a time, I want to compare several companies that are exposed to this broader trend: 🇨🇳 Alibaba — AI + Cloud + E-commerce 🇨🇳 PDD Hold","text":"🔥 Alibaba, PDD, Tencent, JD.com & Sea/Shopee — which one is best positioned for the next AI + e-commerce cycle? I’ve been thinking about the recent debate around Alibaba and Michael Burry’s bearish view. Alibaba is down about 0.7% in the U.S. session in the screenshot, while its Hong Kong shares were slightly higher. But personally, I think focusing only on “Is Alibaba a buy or sell?” misses the bigger picture. 👉 The more interesting question is: What happens to the entire Asian internet sector as companies spend aggressively on AI, compete for online consumers, and try to turn that investment into higher future revenue? Instead of looking at one stock at a time, I want to compare several companies that are exposed to this broader trend: 🇨🇳 Alibaba — AI + Cloud + E-commerce 🇨🇳 PDD Hold","images":[{"img":"https://community-static.tradeup.com/news/b8e97e87d438a48dcd15b56d7ebde426","width":"2155","height":"780"},{"img":"https://community-static.tradeup.com/news/1261ce73079d074d36d165e35da10312","width":"1122","height":"1402"},{"img":"https://community-static.tradeup.com/news/d556eaa7cfcca9fe64754b86e746b93d","width":"430","height":"336"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/600486219850176","isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000626","authorId":"9000000000000626","name":"DonnaMay","avatar":"https://static.tigerbbs.com/f20dbb02d38eebfd4b768781cc568594","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000626","idStr":"9000000000000626"},"content":"PDD for me — the valuation plus growth mix looks cleaner right now, and Temu overseas still feels under-monetised. Alibaba has more moving parts; margin conversion is the harder watch.","text":"PDD for me — the valuation plus growth mix looks cleaner right now, and Temu overseas still feels under-monetised. Alibaba has more moving parts; margin conversion is the harder watch.","html":"PDD for me — the valuation plus growth mix looks cleaner right now, and Temu overseas still feels under-monetised. Alibaba has more moving parts; margin conversion is the harder watch."},{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4243426647434722","idStr":"4243426647434722"},"content":"In fact, among the major internet companies, Alibaba is already performing very well in the AI space.","text":"In fact, among the major internet companies, Alibaba is already performing very well in the AI space.","html":"In fact, among the major internet companies, Alibaba is already performing very well in the AI space."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":600448229122504,"gmtCreate":1787635452504,"gmtModify":1787635640280,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Alibaba’s $10 Billion Share Sale Starts a Three-Year AI Payback Clock","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> has raised approximately $10.2 billion by selling new Hong Kong-listed shares after spending almost $10 billion on capital expenditure in a single quarter. The placement gives the company more capacity to build AI infrastructure, but it also transfers part of the risk to shareholders immediately. From this point, cloud growth must become cash generation quickly enough to justify dilution and the lost flexibility of a previously cash-rich balance sheet. <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> reported on August 20 for the quarter ended June 30. Revenue increased 9% to RMB269.0 billion, while AI Cloud and Compute Services revenue rose 45% to RMB48.4 billion. AI-related product revenue reached RMB12.4 billion and d","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> has raised approximately $10.2 billion by selling new Hong Kong-listed shares after spending almost $10 billion on capital expenditure in a single quarter. The placement gives the company more capacity to build AI infrastructure, but it also transfers part of the risk to shareholders immediately. From this point, cloud growth must become cash generation quickly enough to justify dilution and the lost flexibility of a previously cash-rich balance sheet. <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> reported on August 20 for the quarter ended June 30. Revenue increased 9% to RMB269.0 billion, while AI Cloud and Compute Services revenue rose 45% to RMB48.4 billion. AI-related product revenue reached RMB12.4 billion and d","text":"$Alibaba(BABA)$ has raised approximately $10.2 billion by selling new Hong Kong-listed shares after spending almost $10 billion on capital expenditure in a single quarter. The placement gives the company more capacity to build AI infrastructure, but it also transfers part of the risk to shareholders immediately. From this point, cloud growth must become cash generation quickly enough to justify dilution and the lost flexibility of a previously cash-rich balance sheet. $BABA-W(09988)$ reported on August 20 for the quarter ended June 30. Revenue increased 9% to RMB269.0 billion, while AI Cloud and Compute Services revenue rose 45% to RMB48.4 billion. AI-related product revenue reached RMB12.4 billion and d","images":[{"img":"https://community-static.tradeup.com/news/4bb6f8f40e56487511300309dc45fc72","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":34,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/600448229122504","isVote":1,"tweetType":1,"viewCount":1872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000478","authorId":"9000000000000478","name":"Maria_yy","avatar":"https://static.tigerbbs.com/168415c8fa94e7b14ffb415e8098eac9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000478","idStr":"9000000000000478"},"content":"Three years feels too generous here. If commerce stays soft and FCF does not turn positive soon, that dilution will look expensive fast","text":"Three years feels too generous here. If commerce stays soft and FCF does not turn positive soon, that dilution will look expensive fast","html":"Three years feels too generous here. If commerce stays soft and FCF does not turn positive soon, that dilution will look expensive fast"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":600414582072312,"gmtCreate":1787627339614,"gmtModify":1787628421196,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"I would wait rather than chase the insider buy. The more important signal has already arrived in the numbers: Alibaba’s cloud and AI-services revenue grew 45%, but quarterly net profit fell 75% as capex surged 75% to RMB67.68bn.&nbsp; That actually strengthens both sides of the debate. Bulls can point to genuine cloud reacceleration, while bears can argue that Alibaba is effectively buying that growth at a very high near-term cost. The HK$80bn placement adds dilution and raises the hurdle further. Alibaba now needs to demonstrate that AI infrastructure produces attractive incremental returns, not merely faster revenue. Management is targeting roughly a mid-teens return on AI investment over three years.&nbsp; So I would treat the CEO purchase as a confidence signal, not a buy signal. The m","listText":"I would wait rather than chase the insider buy. The more important signal has already arrived in the numbers: Alibaba’s cloud and AI-services revenue grew 45%, but quarterly net profit fell 75% as capex surged 75% to RMB67.68bn.&nbsp; That actually strengthens both sides of the debate. Bulls can point to genuine cloud reacceleration, while bears can argue that Alibaba is effectively buying that growth at a very high near-term cost. The HK$80bn placement adds dilution and raises the hurdle further. Alibaba now needs to demonstrate that AI infrastructure produces attractive incremental returns, not merely faster revenue. Management is targeting roughly a mid-teens return on AI investment over three years.&nbsp; So I would treat the CEO purchase as a confidence signal, not a buy signal. The m","text":"I would wait rather than chase the insider buy. The more important signal has already arrived in the numbers: Alibaba’s cloud and AI-services revenue grew 45%, but quarterly net profit fell 75% as capex surged 75% to RMB67.68bn. That actually strengthens both sides of the debate. Bulls can point to genuine cloud reacceleration, while bears can argue that Alibaba is effectively buying that growth at a very high near-term cost. The HK$80bn placement adds dilution and raises the hurdle further. Alibaba now needs to demonstrate that AI infrastructure produces attractive incremental returns, not merely faster revenue. Management is targeting roughly a mid-teens return on AI investment over three years. So I would treat the CEO purchase as a confidence signal, not a buy signal. The m","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/600414582072312","isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274791109582","authorId":"3479274791109582","name":"chimey","avatar":"https://static.tigerbbs.com/cb1b514fb84e9876b2ede5b6bd40c4cb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274791109582","idStr":"3479274791109582"},"content":"I care more about that 45% cloud growth and the mid teens AI return target. If they hit both, this capex looks like buying future pricing power, not a margin trap","text":"I care more about that 45% cloud growth and the mid teens AI return target. If they hit both, this capex looks like buying future pricing power, not a margin trap","html":"I care more about that 45% cloud growth and the mid teens AI return target. If they hit both, this capex looks like buying future pricing power, not a margin trap"},{"author":{"id":"9000000000000376","authorId":"9000000000000376","name":"winzy","avatar":"https://static.tigerbbs.com/087c45f3787ce99e28dae4243c20a901","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000376","idStr":"9000000000000376"},"content":"The placement overhang matters more near term. If dilution starts biting EPS before cloud margins inflect, that CEO buy really is just optics.","text":"The placement overhang matters more near term. If dilution starts biting EPS before cloud margins inflect, that CEO buy really is just optics.","html":"The placement overhang matters more near term. If dilution starts biting EPS before cloud margins inflect, that CEO buy really is just optics."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600361411282064,"gmtCreate":1787614373034,"gmtModify":1787614376205,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"themes":[],"title":"","htmlText":"Owing the tax collector is a natural choice but it is not risk free. While there is pricing power now, the ability to do so subsequently depends on the tax payers willingness and ability to keep paying the toll - empty pockets or going into debt would be a concern for the tax collector too.","listText":"Owing the tax collector is a natural choice but it is not risk free. While there is pricing power now, the ability to do so subsequently depends on the tax payers willingness and ability to keep paying the toll - empty pockets or going into debt would be a concern for the tax collector too.","text":"Owing the tax collector is a natural choice but it is not risk free. While there is pricing power now, the ability to do so subsequently depends on the tax payers willingness and ability to keep paying the toll - empty pockets or going into debt would be a concern for the tax collector too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/600361411282064","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274734601276","authorId":"3479274734601276","name":"Meet0","avatar":"https://static.tigerbbs.com/3776235f8fbc22077e8df03b2522caf3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274734601276","idStr":"3479274734601276"},"content":"Recession is the bigger catch here: tax receipts usually lag GDP on the way down, so that pricing power can look sturdier than it really is","text":"Recession is the bigger catch here: tax receipts usually lag GDP on the way down, so that pricing power can look sturdier than it really is","html":"Recession is the bigger catch here: tax receipts usually lag GDP on the way down, so that pricing power can look sturdier than it really is"},{"author":{"id":"3479274804420578","authorId":"3479274804420578","name":"Xiia","avatar":"https://static.tigerbbs.com/423b080d1d1b220cea6e68b5a9678098","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274804420578","idStr":"3479274804420578"},"content":"Pricing power only exists until people start dodging or leaving. That part gets underestimated a lot","text":"Pricing power only exists until people start dodging or leaving. That part gets underestimated a lot","html":"Pricing power only exists until people start dodging or leaving. That part gets underestimated a lot"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600146287482072,"gmtCreate":1787561744940,"gmtModify":1787561748709,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"themes":[],"title":"","htmlText":"Own the Toll Collector, Not the Toll Payer I’d rather own Nvidia than the companies paying the higher AI bill—but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia’s pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the “toll collector,” but valuation matters. I’d rather buy on meaningful pullbacks than chase strength ahead of earnings. <a href=\"https://ttm.financial/U/3527667691843168\"> @Marktomarket </a> [微笑]","listText":"Own the Toll Collector, Not the Toll Payer I’d rather own Nvidia than the companies paying the higher AI bill—but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia’s pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the “toll collector,” but valuation matters. I’d rather buy on meaningful pullbacks than chase strength ahead of earnings. <a href=\"https://ttm.financial/U/3527667691843168\"> @Marktomarket </a> [微笑]","text":"Own the Toll Collector, Not the Toll Payer I’d rather own Nvidia than the companies paying the higher AI bill—but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia’s pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the “toll collector,” but valuation matters. I’d rather buy on meaningful pullbacks than chase strength ahead of earnings. @Marktomarket [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/600146287482072","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274776688173","authorId":"3479274776688173","name":"HiTALK","avatar":"https://static.tigerbbs.com/8c0eb7ae4762306c23ef3a30fb831746","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274776688173","idStr":"3479274776688173"},"content":"AMD and custom silicon are the part I care about more here. If that mix keeps improving, Nvidia's toll booth premium gets tested even with solid AI demand","text":"AMD and custom silicon are the part I care about more here. If that mix keeps improving, Nvidia's toll booth premium gets tested even with solid AI demand","html":"AMD and custom silicon are the part I care about more here. If that mix keeps improving, Nvidia's toll booth premium gets tested even with solid AI demand"},{"author":{"id":"9000000000000469","authorId":"9000000000000469","name":"MortimerDodd","avatar":"https://static.tigerbbs.com/45889c069df88784e75b651f763a062a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000469","idStr":"9000000000000469"},"content":"Pullback sounds nice on paper, but pre-earnings NVDA usually doesn't wait lol. Memory inflation hurts buyers more than the toll collector here","text":"Pullback sounds nice on paper, but pre-earnings NVDA usually doesn't wait lol. Memory inflation hurts buyers more than the toll collector here","html":"Pullback sounds nice on paper, but pre-earnings NVDA usually doesn't wait lol. Memory inflation hurts buyers more than the toll collector here"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600184210817072,"gmtCreate":1787560045661,"gmtModify":1787569742878,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"Four Raises in One Week. The First One Is Already Below Its Placement Price","htmlText":"Hello. Last friday's US session was a quiet one — <a target=\"_blank\" href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> closed up 0.35 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> 0.41 per cent and the Dow 0.98 per cent — though the week as a whole still finished lower. What mattered happened after the close. On 23 August <a target=\"_blank\" href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> announced and priced a placement of new shares worth HK$80 billion, about US$10.2 billion, sold at an 8.4 per cent discount, with the net proceeds going into full-stack AI infrastructure. That is the fourth such raise in the same week. Intel sold US$20 billion of stock at US$95 a share;","listText":"Hello. Last friday's US session was a quiet one — <a target=\"_blank\" href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> closed up 0.35 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> 0.41 per cent and the Dow 0.98 per cent — though the week as a whole still finished lower. What mattered happened after the close. On 23 August <a target=\"_blank\" href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> announced and priced a placement of new shares worth HK$80 billion, about US$10.2 billion, sold at an 8.4 per cent discount, with the net proceeds going into full-stack AI infrastructure. That is the fourth such raise in the same week. Intel sold US$20 billion of stock at US$95 a share;","text":"Hello. Last friday's US session was a quiet one — $Invesco QQQ(QQQ)$ closed up 0.35 per cent, $SPDR S&P 500 ETF Trust(SPY)$ 0.41 per cent and the Dow 0.98 per cent — though the week as a whole still finished lower. What mattered happened after the close. On 23 August $BABA-W(09988)$ announced and priced a placement of new shares worth HK$80 billion, about US$10.2 billion, sold at an 8.4 per cent discount, with the net proceeds going into full-stack AI infrastructure. That is the fourth such raise in the same week. Intel sold US$20 billion of stock at US$95 a share;","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":28,"commentSize":5,"repostSize":2,"link":"https://ttm.financial/post/600184210817072","isVote":1,"tweetType":1,"viewCount":2957,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"Own the Toll Collector, Not the Toll Payer I'd rather own Nvidia than the companies paying the higher AI bill — but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia's pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the \"toll collector,\" but valuation matters. I'd rather buy on meaningful pullbacks than chase strength ahead of earnings. @Marktomarket [微笑]","text":"Own the Toll Collector, Not the Toll Payer I'd rather own Nvidia than the companies paying the higher AI bill — but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia's pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the \"toll collector,\" but valuation matters. I'd rather buy on meaningful pullbacks than chase strength ahead of earnings. @Marktomarket [微笑]","html":"Own the Toll Collector, Not the Toll Payer I'd rather own Nvidia than the companies paying the higher AI bill — but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia's pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the \"toll collector,\" but valuation matters. I'd rather buy on meaningful pullbacks than chase strength ahead of earnings. @Marktomarket [微笑]"},{"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"content":"Owing the tax collector is a natural choice but it is not risk free. While there is pricing power now, the ability to do so subsequently depends on the tax payers willingness and ability to keep paying the toll - empty pockets or going into debt would be a concern for the tax collector too.","text":"Owing the tax collector is a natural choice but it is not risk free. While there is pricing power now, the ability to do so subsequently depends on the tax payers willingness and ability to keep paying the toll - empty pockets or going into debt would be a concern for the tax collector too.","html":"Owing the tax collector is a natural choice but it is not risk free. While there is pricing power now, the ability to do so subsequently depends on the tax payers willingness and ability to keep paying the toll - empty pockets or going into debt would be a concern for the tax collector too."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600073271201848,"gmtCreate":1787543980865,"gmtModify":1787546038868,"author":{"id":"4225582686885462","authorId":"4225582686885462","name":"SG DLC News","avatar":"https://community-static.tradeup.com/news/d98b8e4c3a07230634c0085e2f351253","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225582686885462","idStr":"4225582686885462"},"themes":[],"title":"Alibaba 5x Short DLC Gains +50% as Alibaba Shares Plunge -10%","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> &nbsp;fell 10% on Monday (24 August) morning after announcing plans to raise approximately HK$80 billion through a share sale. The placement is expected to dilute earnings and weigh on the stock’s near-term performance. Amplifying the move, the <a href=\"https://ttm.financial/S/RHDW.SI\">$Alibaba 5xShortSG270907(RHDW.SI)$</a> &nbsp;rose 50% in early trading, while the <a href=\"https://ttm.financial/S/ZVNW.SI\">$Alibaba 5xLongSG270712(ZVNW.SI)$</a> fell a similar magnitude. The weakness spilled into the broader technology sector, pushing the <a href=\"https://ttm.financial/S/HSTECH\">$HSTECH(HSTECH)$</a> &nbsp;down approximately 3.5%. Correspondingly, the&nbsp; <a href=\"https://ttm.financial/S/9B2W.SI\">$HSTECH 7xShortSG270309(9B2W.SI)$&lt;</a>","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> &nbsp;fell 10% on Monday (24 August) morning after announcing plans to raise approximately HK$80 billion through a share sale. The placement is expected to dilute earnings and weigh on the stock’s near-term performance. Amplifying the move, the <a href=\"https://ttm.financial/S/RHDW.SI\">$Alibaba 5xShortSG270907(RHDW.SI)$</a> &nbsp;rose 50% in early trading, while the <a href=\"https://ttm.financial/S/ZVNW.SI\">$Alibaba 5xLongSG270712(ZVNW.SI)$</a> fell a similar magnitude. The weakness spilled into the broader technology sector, pushing the <a href=\"https://ttm.financial/S/HSTECH\">$HSTECH(HSTECH)$</a> &nbsp;down approximately 3.5%. Correspondingly, the&nbsp; <a href=\"https://ttm.financial/S/9B2W.SI\">$HSTECH 7xShortSG270309(9B2W.SI)$&lt;</a>","text":"$BABA-W(09988)$ fell 10% on Monday (24 August) morning after announcing plans to raise approximately HK$80 billion through a share sale. The placement is expected to dilute earnings and weigh on the stock’s near-term performance. Amplifying the move, the $Alibaba 5xShortSG270907(RHDW.SI)$ rose 50% in early trading, while the $Alibaba 5xLongSG270712(ZVNW.SI)$ fell a similar magnitude. The weakness spilled into the broader technology sector, pushing the $HSTECH(HSTECH)$ down approximately 3.5%. Correspondingly, the $HSTECH 7xShortSG270309(9B2W.SI)$<","images":[{"img":"https://community-static.tradeup.com/news/bca9ed9e84a15b06f340018326cffa13","width":"1159","height":"623"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":101,"commentSize":1,"repostSize":15,"link":"https://ttm.financial/post/600073271201848","isVote":1,"tweetType":1,"viewCount":29826,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000415","authorId":"9000000000000415","name":"zuzu99","avatar":"https://static.tigerbbs.com/2ee73f2c992a647da3546f67241e0cdf","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000415","idStr":"9000000000000415"},"content":"This drop is not just about the placement. Feels more like the market finally pricing in slowing core commerce growth, and that part hurts way longer than one share sale lol","text":"This drop is not just about the placement. Feels more like the market finally pricing in slowing core commerce growth, and that part hurts way longer than one share sale lol","html":"This drop is not just about the placement. Feels more like the market finally pricing in slowing core commerce growth, and that part hurts way longer than one share sale lol"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":600073492313016,"gmtCreate":1787543969506,"gmtModify":1787546034901,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://community-static.tradeup.com/news/cddeb5a72a58249261d4d1c174768104","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4089501973615070","idStr":"4089501973615070"},"themes":[],"title":"🚨 Alibaba FY27Q1: AI Growth Is Rising, But Profit Is Taking the Hit SG61 Trading Arena for SGX Listed Securities!","htmlText":"📊 Alibaba’s latest quarter shows a fascinating contradiction: the business is growing, especially in Cloud and AI, but the cost of that growth is becoming increasingly visible in earnings and cash flow. 🚀 Revenue Growth Is Still Real Alibaba’s August 2026 quarter, FY27 Q1, delivered revenue of approximately CN¥268.95bn, representing 8.6% year-over-year growth and slightly beating expectations. 📈 The biggest highlight was Cloud &amp; AI Compute Services, which generated around CN¥48.4bn, up roughly 45% YoY. ☁️🤖 This was one of the strongest growth rates Alibaba’s cloud business has delivered in years and reinforces the argument that AI computing demand is becoming an increasingly important growth engine. However, investors need to look beyond the revenue headline. 👀 While sales are accelera","listText":"📊 Alibaba’s latest quarter shows a fascinating contradiction: the business is growing, especially in Cloud and AI, but the cost of that growth is becoming increasingly visible in earnings and cash flow. 🚀 Revenue Growth Is Still Real Alibaba’s August 2026 quarter, FY27 Q1, delivered revenue of approximately CN¥268.95bn, representing 8.6% year-over-year growth and slightly beating expectations. 📈 The biggest highlight was Cloud &amp; AI Compute Services, which generated around CN¥48.4bn, up roughly 45% YoY. ☁️🤖 This was one of the strongest growth rates Alibaba’s cloud business has delivered in years and reinforces the argument that AI computing demand is becoming an increasingly important growth engine. However, investors need to look beyond the revenue headline. 👀 While sales are accelera","text":"📊 Alibaba’s latest quarter shows a fascinating contradiction: the business is growing, especially in Cloud and AI, but the cost of that growth is becoming increasingly visible in earnings and cash flow. 🚀 Revenue Growth Is Still Real Alibaba’s August 2026 quarter, FY27 Q1, delivered revenue of approximately CN¥268.95bn, representing 8.6% year-over-year growth and slightly beating expectations. 📈 The biggest highlight was Cloud & AI Compute Services, which generated around CN¥48.4bn, up roughly 45% YoY. ☁️🤖 This was one of the strongest growth rates Alibaba’s cloud business has delivered in years and reinforces the argument that AI computing demand is becoming an increasingly important growth engine. However, investors need to look beyond the revenue headline. 👀 While sales are accelera","images":[{"img":"https://community-static.tradeup.com/news/4b57135c608f2f92542b63981dded148","width":"1290","height":"2796"},{"img":"https://community-static.tradeup.com/news/d5267dc26228819a9920b23412dd1d07","width":"1290","height":"1274"},{"img":"https://community-static.tradeup.com/news/d1ca35a425f355db826466e8d203af54","width":"1290","height":"2497"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":96,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/600073492313016","isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000482","authorId":"9000000000000482","name":"Meroy","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000482","idStr":"9000000000000482"},"content":"45% cloud growth is huge, but margin pressure in a transition phase is part of the deal. I care more about whether AI capex starts showing operating leverage next quarter","text":"45% cloud growth is huge, but margin pressure in a transition phase is part of the deal. I care more about whether AI capex starts showing operating leverage next quarter","html":"45% cloud growth is huge, but margin pressure in a transition phase is part of the deal. I care more about whether AI capex starts showing operating leverage next quarter"},{"author":{"id":"4249599930403112","authorId":"4249599930403112","name":"Talia_z","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":0,"crmLevelSwitch":0,"authorIdStr":"4249599930403112","idStr":"4249599930403112"},"content":"Thanks for sharing, may I know that do you think Alibaba’s heavy AI investment will eventually translate into stronger margins and free cash flow, or could prolonged capex pressure continue to weigh on earnings?","text":"Thanks for sharing, may I know that do you think Alibaba’s heavy AI investment will eventually translate into stronger margins and free cash flow, or could prolonged capex pressure continue to weigh on earnings?","html":"Thanks for sharing, may I know that do you think Alibaba’s heavy AI investment will eventually translate into stronger margins and free cash flow, or could prolonged capex pressure continue to weigh on earnings?"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":599864549127024,"gmtCreate":1787493041370,"gmtModify":1787493997095,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"themes":[],"title":"Tiger BOSS Debit Card Epic Rewards","htmlText":"Find out more here:<a href=\"https://sg.tigerpromoter.com/activity2/market/2026/debit-card-refer?utm_medium=tiger_community&amp;skin=1&amp;edition=fundamental&amp;shareID=b7a132946162f4b8565451252dc78c70&amp;invite=39GA5C&amp;lang=en_US&amp;platform=android&amp;userCode=4216992707635432&amp;utm_source=invite\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","listText":"Find out more here:<a href=\"https://sg.tigerpromoter.com/activity2/market/2026/debit-card-refer?utm_medium=tiger_community&amp;skin=1&amp;edition=fundamental&amp;shareID=b7a132946162f4b8565451252dc78c70&amp;invite=39GA5C&amp;lang=en_US&amp;platform=android&amp;userCode=4216992707635432&amp;utm_source=invite\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","text":"Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!","images":[{"img":"https://static.tigerbbs.com/3ce7d0ba9c7d21a484215e57c5d6ac9c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599864549127024","isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":599712360014384,"gmtCreate":1787455882728,"gmtModify":1787455885816,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"themes":[],"title":"","htmlText":"totally agree that the persistent strength in Gold is telling that Bessent's rescue has failed. The fact that treasury showing panic and blinked is telling. <a href=\"https://ttm.financial/U/4134022971552862\"> @mr_cashcow </a>come comment for coins.","listText":"totally agree that the persistent strength in Gold is telling that Bessent's rescue has failed. The fact that treasury showing panic and blinked is telling. <a href=\"https://ttm.financial/U/4134022971552862\"> @mr_cashcow </a>come comment for coins.","text":"totally agree that the persistent strength in Gold is telling that Bessent's rescue has failed. The fact that treasury showing panic and blinked is telling. @mr_cashcow come comment for coins.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599712360014384","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599696158085632,"gmtCreate":1787450118734,"gmtModify":1787450228977,"author":{"id":"3574880411812374","authorId":"3574880411812374","name":"Ben Tiger","avatar":"https://community-static.tradeup.com/news/7b6824c9f26552149f79596c895fc87a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574880411812374","idStr":"3574880411812374"},"themes":[],"title":"","htmlText":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","listText":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","text":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/599696158085632","isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000684","authorId":"9000000000000684","name":"BerniceCarter","avatar":"https://static.tigerbbs.com/043a4785c03f3218364bbe4043176dbc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000684","idStr":"9000000000000684"},"content":"Cloud plus 45% and 12 straight quarters of triple digit AI growth matter more than the soft commerce print. If cloud margin keeps expanding, this rerates fast.","text":"Cloud plus 45% and 12 straight quarters of triple digit AI growth matter more than the soft commerce print. If cloud margin keeps expanding, this rerates fast.","html":"Cloud plus 45% and 12 straight quarters of triple digit AI growth matter more than the soft commerce print. If cloud margin keeps expanding, this rerates fast."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599688996623752,"gmtCreate":1787450103080,"gmtModify":1787450225503,"author":{"id":"3574880411812374","authorId":"3574880411812374","name":"Ben Tiger","avatar":"https://community-static.tradeup.com/news/7b6824c9f26552149f79596c895fc87a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574880411812374","idStr":"3574880411812374"},"themes":[],"title":"","htmlText":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","listText":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","text":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/599688996623752","isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274787036362","authorId":"3479274787036362","name":"huuou","avatar":"https://static.laohu8.com/picture129","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274787036362","idStr":"3479274787036362"},"content":"45% cloud growth pops, but 12 straight quarters of triple-digit AI product growth is the part I care about. That moat looks deeper than a short hype cycle","text":"45% cloud growth pops, but 12 straight quarters of triple-digit AI product growth is the part I care about. That moat looks deeper than a short hype cycle","html":"45% cloud growth pops, but 12 straight quarters of triple-digit AI product growth is the part I care about. That moat looks deeper than a short hype cycle"}],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":610494763159912,"gmtCreate":1790067378655,"gmtModify":1790067414386,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"One AI Agent Just Put CPUs Back in the Spotlight","htmlText":"AI may be moving from “answering questions” to actually doing work — and that could make CPUs important again. The latest AI trade is no longer just about GPUs. Meta’s new AI agent, Muse, has pushed investors to rethink what the next phase of AI infrastructure may actually require. Why?Because an AI agent does much more than generate an answer. It may need to:open a browser,search the web,fill out forms,call APIs,run tools,manage files,and keep working in the background for minutes or even hours. That changes the compute equation. For a chatbot, the workflow is relatively simple: Prompt → GPU inference → Response For an AI agent, it looks more like: Think → Browse → Execute → Check → Think Again → Continue GPUs still handle the heavy model inference. But many of the surrounding workloads —","listText":"AI may be moving from “answering questions” to actually doing work — and that could make CPUs important again. The latest AI trade is no longer just about GPUs. Meta’s new AI agent, Muse, has pushed investors to rethink what the next phase of AI infrastructure may actually require. Why?Because an AI agent does much more than generate an answer. It may need to:open a browser,search the web,fill out forms,call APIs,run tools,manage files,and keep working in the background for minutes or even hours. That changes the compute equation. For a chatbot, the workflow is relatively simple: Prompt → GPU inference → Response For an AI agent, it looks more like: Think → Browse → Execute → Check → Think Again → Continue GPUs still handle the heavy model inference. But many of the surrounding workloads —","text":"AI may be moving from “answering questions” to actually doing work — and that could make CPUs important again. The latest AI trade is no longer just about GPUs. Meta’s new AI agent, Muse, has pushed investors to rethink what the next phase of AI infrastructure may actually require. Why?Because an AI agent does much more than generate an answer. It may need to:open a browser,search the web,fill out forms,call APIs,run tools,manage files,and keep working in the background for minutes or even hours. That changes the compute equation. For a chatbot, the workflow is relatively simple: Prompt → GPU inference → Response For an AI agent, it looks more like: Think → Browse → Execute → Check → Think Again → Continue GPUs still handle the heavy model inference. But many of the surrounding workloads —","images":[{"img":"https://community-static.tradeup.com/news/6be919d624ae483702ffe8c692eb2a8e","width":"1254","height":"1254"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":115,"commentSize":2,"repostSize":5,"link":"https://ttm.financial/post/610494763159912","isVote":1,"tweetType":1,"viewCount":6331,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000341","authorId":"9000000000000341","name":"pixiezz","avatar":"https://static.tigerbbs.com/a5d8c2eb1c079c85b43879eb951e8684","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000341","authorIdStr":"9000000000000341"},"content":"Power and thermals matter more than people think here. Agents running for hours make CPU efficiency and system orchestration a bigger winner than the market is pricing","text":"Power and thermals matter more than people think here. Agents running for hours make CPU efficiency and system orchestration a bigger winner than the market is pricing","html":"Power and thermals matter more than people think here. Agents running for hours make CPU efficiency and system orchestration a bigger winner than the market is pricing"},{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"I think the most interesting part of this AI cycle is the shift from \"AI that answers\" to \"AI that acts.\" GPUs will remain essential for model inference, but autonomous agents could create a much broader infrastructure demand. Every task may require CPU capacity, networking, storage, databases, APIs and constant background processing. That changes the investment question. Instead of simply asking how many GPUs AI needs, we should ask how much total infrastructure is required to support billions of agents working simultaneously. I also find the ecosystem angle fascinating. An agent becomes far more useful when it can actually search, book, pay, communicate and execute tasks. That gives companies with strong consumer ecosystems another potential advantage. To me, the next AI opportunity may not belong to one chip alone. It could be the entire stack that turns AI intelligence into real-world execution. @Tiger_comments [真香]","text":"I think the most interesting part of this AI cycle is the shift from \"AI that answers\" to \"AI that acts.\" GPUs will remain essential for model inference, but autonomous agents could create a much broader infrastructure demand. Every task may require CPU capacity, networking, storage, databases, APIs and constant background processing. That changes the investment question. Instead of simply asking how many GPUs AI needs, we should ask how much total infrastructure is required to support billions of agents working simultaneously. I also find the ecosystem angle fascinating. An agent becomes far more useful when it can actually search, book, pay, communicate and execute tasks. That gives companies with strong consumer ecosystems another potential advantage. To me, the next AI opportunity may not belong to one chip alone. It could be the entire stack that turns AI intelligence into real-world execution. @Tiger_comments [真香]","html":"I think the most interesting part of this AI cycle is the shift from \"AI that answers\" to \"AI that acts.\" GPUs will remain essential for model inference, but autonomous agents could create a much broader infrastructure demand. Every task may require CPU capacity, networking, storage, databases, APIs and constant background processing. That changes the investment question. Instead of simply asking how many GPUs AI needs, we should ask how much total infrastructure is required to support billions of agents working simultaneously. I also find the ecosystem angle fascinating. An agent becomes far more useful when it can actually search, book, pay, communicate and execute tasks. That gives companies with strong consumer ecosystems another potential advantage. To me, the next AI opportunity may not belong to one chip alone. It could be the entire stack that turns AI intelligence into real-world execution. @Tiger_comments [真香]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":610485541118552,"gmtCreate":1790071103188,"gmtModify":1790071107271,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"themes":[],"title":"","htmlText":"I think the most interesting part of this AI cycle is the shift from “AI that answers” to “AI that acts.” GPUs will remain essential for model inference, but autonomous agents could create a much broader infrastructure demand. Every task may require CPU capacity, networking, storage, databases, APIs and constant background processing. That changes the investment question. Instead of simply asking how many GPUs AI needs, we should ask how much total infrastructure is required to support billions of agents working simultaneously. I also find the ecosystem angle fascinating. An agent becomes far more useful when it can actually search, book, pay, communicate and execute tasks. That gives companies with strong consumer ecosystems another potential advantage. To me, the next AI opportunity may","listText":"I think the most interesting part of this AI cycle is the shift from “AI that answers” to “AI that acts.” GPUs will remain essential for model inference, but autonomous agents could create a much broader infrastructure demand. Every task may require CPU capacity, networking, storage, databases, APIs and constant background processing. That changes the investment question. Instead of simply asking how many GPUs AI needs, we should ask how much total infrastructure is required to support billions of agents working simultaneously. I also find the ecosystem angle fascinating. An agent becomes far more useful when it can actually search, book, pay, communicate and execute tasks. That gives companies with strong consumer ecosystems another potential advantage. To me, the next AI opportunity may","text":"I think the most interesting part of this AI cycle is the shift from “AI that answers” to “AI that acts.” GPUs will remain essential for model inference, but autonomous agents could create a much broader infrastructure demand. Every task may require CPU capacity, networking, storage, databases, APIs and constant background processing. That changes the investment question. Instead of simply asking how many GPUs AI needs, we should ask how much total infrastructure is required to support billions of agents working simultaneously. I also find the ecosystem angle fascinating. An agent becomes far more useful when it can actually search, book, pay, communicate and execute tasks. That gives companies with strong consumer ecosystems another potential advantage. To me, the next AI opportunity may","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610485541118552","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600073492313016,"gmtCreate":1787543969506,"gmtModify":1787546034901,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://community-static.tradeup.com/news/cddeb5a72a58249261d4d1c174768104","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4089501973615070","authorIdStr":"4089501973615070"},"themes":[],"title":"🚨 Alibaba FY27Q1: AI Growth Is Rising, But Profit Is Taking the Hit SG61 Trading Arena for SGX Listed Securities!","htmlText":"📊 Alibaba’s latest quarter shows a fascinating contradiction: the business is growing, especially in Cloud and AI, but the cost of that growth is becoming increasingly visible in earnings and cash flow. 🚀 Revenue Growth Is Still Real Alibaba’s August 2026 quarter, FY27 Q1, delivered revenue of approximately CN¥268.95bn, representing 8.6% year-over-year growth and slightly beating expectations. 📈 The biggest highlight was Cloud &amp; AI Compute Services, which generated around CN¥48.4bn, up roughly 45% YoY. ☁️🤖 This was one of the strongest growth rates Alibaba’s cloud business has delivered in years and reinforces the argument that AI computing demand is becoming an increasingly important growth engine. However, investors need to look beyond the revenue headline. 👀 While sales are accelera","listText":"📊 Alibaba’s latest quarter shows a fascinating contradiction: the business is growing, especially in Cloud and AI, but the cost of that growth is becoming increasingly visible in earnings and cash flow. 🚀 Revenue Growth Is Still Real Alibaba’s August 2026 quarter, FY27 Q1, delivered revenue of approximately CN¥268.95bn, representing 8.6% year-over-year growth and slightly beating expectations. 📈 The biggest highlight was Cloud &amp; AI Compute Services, which generated around CN¥48.4bn, up roughly 45% YoY. ☁️🤖 This was one of the strongest growth rates Alibaba’s cloud business has delivered in years and reinforces the argument that AI computing demand is becoming an increasingly important growth engine. However, investors need to look beyond the revenue headline. 👀 While sales are accelera","text":"📊 Alibaba’s latest quarter shows a fascinating contradiction: the business is growing, especially in Cloud and AI, but the cost of that growth is becoming increasingly visible in earnings and cash flow. 🚀 Revenue Growth Is Still Real Alibaba’s August 2026 quarter, FY27 Q1, delivered revenue of approximately CN¥268.95bn, representing 8.6% year-over-year growth and slightly beating expectations. 📈 The biggest highlight was Cloud & AI Compute Services, which generated around CN¥48.4bn, up roughly 45% YoY. ☁️🤖 This was one of the strongest growth rates Alibaba’s cloud business has delivered in years and reinforces the argument that AI computing demand is becoming an increasingly important growth engine. However, investors need to look beyond the revenue headline. 👀 While sales are accelera","images":[{"img":"https://community-static.tradeup.com/news/4b57135c608f2f92542b63981dded148","width":"1290","height":"2796"},{"img":"https://community-static.tradeup.com/news/d5267dc26228819a9920b23412dd1d07","width":"1290","height":"1274"},{"img":"https://community-static.tradeup.com/news/d1ca35a425f355db826466e8d203af54","width":"1290","height":"2497"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":96,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/600073492313016","isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000482","authorId":"9000000000000482","name":"Meroy","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000482","authorIdStr":"9000000000000482"},"content":"45% cloud growth is huge, but margin pressure in a transition phase is part of the deal. I care more about whether AI capex starts showing operating leverage next quarter","text":"45% cloud growth is huge, but margin pressure in a transition phase is part of the deal. I care more about whether AI capex starts showing operating leverage next quarter","html":"45% cloud growth is huge, but margin pressure in a transition phase is part of the deal. I care more about whether AI capex starts showing operating leverage next quarter"},{"author":{"id":"4249599930403112","authorId":"4249599930403112","name":"Talia_z","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":0,"crmLevelSwitch":0,"idStr":"4249599930403112","authorIdStr":"4249599930403112"},"content":"Thanks for sharing, may I know that do you think Alibaba’s heavy AI investment will eventually translate into stronger margins and free cash flow, or could prolonged capex pressure continue to weigh on earnings?","text":"Thanks for sharing, may I know that do you think Alibaba’s heavy AI investment will eventually translate into stronger margins and free cash flow, or could prolonged capex pressure continue to weigh on earnings?","html":"Thanks for sharing, may I know that do you think Alibaba’s heavy AI investment will eventually translate into stronger margins and free cash flow, or could prolonged capex pressure continue to weigh on earnings?"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":600486219850176,"gmtCreate":1787644806802,"gmtModify":1787647831501,"author":{"id":"4090657250004720","authorId":"4090657250004720","name":"Blinkfans","avatar":"https://community-static.tradeup.com/news/c76fc0b3f351454fecd7f6146372228c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090657250004720","authorIdStr":"4090657250004720"},"themes":[],"title":"🇨🇳🇸🇬 China & Asia Internet Stocks: Alibaba Isn’t the Whole Story","htmlText":"🔥 Alibaba, PDD, Tencent, JD.com &amp; Sea/Shopee — which one is best positioned for the next AI + e-commerce cycle? I’ve been thinking about the recent debate around Alibaba and Michael Burry’s bearish view. Alibaba is down about 0.7% in the U.S. session in the screenshot, while its Hong Kong shares were slightly higher. But personally, I think focusing only on “Is Alibaba a buy or sell?” misses the bigger picture. 👉 The more interesting question is: What happens to the entire Asian internet sector as companies spend aggressively on AI, compete for online consumers, and try to turn that investment into higher future revenue? Instead of looking at one stock at a time, I want to compare several companies that are exposed to this broader trend: 🇨🇳 Alibaba — AI + Cloud + E-commerce 🇨🇳 PDD Hold","listText":"🔥 Alibaba, PDD, Tencent, JD.com &amp; Sea/Shopee — which one is best positioned for the next AI + e-commerce cycle? I’ve been thinking about the recent debate around Alibaba and Michael Burry’s bearish view. Alibaba is down about 0.7% in the U.S. session in the screenshot, while its Hong Kong shares were slightly higher. But personally, I think focusing only on “Is Alibaba a buy or sell?” misses the bigger picture. 👉 The more interesting question is: What happens to the entire Asian internet sector as companies spend aggressively on AI, compete for online consumers, and try to turn that investment into higher future revenue? Instead of looking at one stock at a time, I want to compare several companies that are exposed to this broader trend: 🇨🇳 Alibaba — AI + Cloud + E-commerce 🇨🇳 PDD Hold","text":"🔥 Alibaba, PDD, Tencent, JD.com & Sea/Shopee — which one is best positioned for the next AI + e-commerce cycle? I’ve been thinking about the recent debate around Alibaba and Michael Burry’s bearish view. Alibaba is down about 0.7% in the U.S. session in the screenshot, while its Hong Kong shares were slightly higher. But personally, I think focusing only on “Is Alibaba a buy or sell?” misses the bigger picture. 👉 The more interesting question is: What happens to the entire Asian internet sector as companies spend aggressively on AI, compete for online consumers, and try to turn that investment into higher future revenue? Instead of looking at one stock at a time, I want to compare several companies that are exposed to this broader trend: 🇨🇳 Alibaba — AI + Cloud + E-commerce 🇨🇳 PDD Hold","images":[{"img":"https://community-static.tradeup.com/news/b8e97e87d438a48dcd15b56d7ebde426","width":"2155","height":"780"},{"img":"https://community-static.tradeup.com/news/1261ce73079d074d36d165e35da10312","width":"1122","height":"1402"},{"img":"https://community-static.tradeup.com/news/d556eaa7cfcca9fe64754b86e746b93d","width":"430","height":"336"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/600486219850176","isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000626","authorId":"9000000000000626","name":"DonnaMay","avatar":"https://static.tigerbbs.com/f20dbb02d38eebfd4b768781cc568594","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000626","authorIdStr":"9000000000000626"},"content":"PDD for me — the valuation plus growth mix looks cleaner right now, and Temu overseas still feels under-monetised. Alibaba has more moving parts; margin conversion is the harder watch.","text":"PDD for me — the valuation plus growth mix looks cleaner right now, and Temu overseas still feels under-monetised. Alibaba has more moving parts; margin conversion is the harder watch.","html":"PDD for me — the valuation plus growth mix looks cleaner right now, and Temu overseas still feels under-monetised. Alibaba has more moving parts; margin conversion is the harder watch."},{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"idStr":"4243426647434722","authorIdStr":"4243426647434722"},"content":"In fact, among the major internet companies, Alibaba is already performing very well in the AI space.","text":"In fact, among the major internet companies, Alibaba is already performing very well in the AI space.","html":"In fact, among the major internet companies, Alibaba is already performing very well in the AI space."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":600448229122504,"gmtCreate":1787635452504,"gmtModify":1787635640280,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why Alibaba’s $10 Billion Share Sale Starts a Three-Year AI Payback Clock","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> has raised approximately $10.2 billion by selling new Hong Kong-listed shares after spending almost $10 billion on capital expenditure in a single quarter. The placement gives the company more capacity to build AI infrastructure, but it also transfers part of the risk to shareholders immediately. From this point, cloud growth must become cash generation quickly enough to justify dilution and the lost flexibility of a previously cash-rich balance sheet. <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> reported on August 20 for the quarter ended June 30. Revenue increased 9% to RMB269.0 billion, while AI Cloud and Compute Services revenue rose 45% to RMB48.4 billion. AI-related product revenue reached RMB12.4 billion and d","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> has raised approximately $10.2 billion by selling new Hong Kong-listed shares after spending almost $10 billion on capital expenditure in a single quarter. The placement gives the company more capacity to build AI infrastructure, but it also transfers part of the risk to shareholders immediately. From this point, cloud growth must become cash generation quickly enough to justify dilution and the lost flexibility of a previously cash-rich balance sheet. <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> reported on August 20 for the quarter ended June 30. Revenue increased 9% to RMB269.0 billion, while AI Cloud and Compute Services revenue rose 45% to RMB48.4 billion. AI-related product revenue reached RMB12.4 billion and d","text":"$Alibaba(BABA)$ has raised approximately $10.2 billion by selling new Hong Kong-listed shares after spending almost $10 billion on capital expenditure in a single quarter. The placement gives the company more capacity to build AI infrastructure, but it also transfers part of the risk to shareholders immediately. From this point, cloud growth must become cash generation quickly enough to justify dilution and the lost flexibility of a previously cash-rich balance sheet. $BABA-W(09988)$ reported on August 20 for the quarter ended June 30. Revenue increased 9% to RMB269.0 billion, while AI Cloud and Compute Services revenue rose 45% to RMB48.4 billion. AI-related product revenue reached RMB12.4 billion and d","images":[{"img":"https://community-static.tradeup.com/news/4bb6f8f40e56487511300309dc45fc72","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":34,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/600448229122504","isVote":1,"tweetType":1,"viewCount":1872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000478","authorId":"9000000000000478","name":"Maria_yy","avatar":"https://static.tigerbbs.com/168415c8fa94e7b14ffb415e8098eac9","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000478","authorIdStr":"9000000000000478"},"content":"Three years feels too generous here. If commerce stays soft and FCF does not turn positive soon, that dilution will look expensive fast","text":"Three years feels too generous here. If commerce stays soft and FCF does not turn positive soon, that dilution will look expensive fast","html":"Three years feels too generous here. If commerce stays soft and FCF does not turn positive soon, that dilution will look expensive fast"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":600629655605456,"gmtCreate":1787667695602,"gmtModify":1787735569583,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185413129326452","authorIdStr":"4185413129326452"},"themes":[],"title":"Alibaba Slips 0.73% as Burry Bears Down — CEO Buys $4.98 Million: Who’s Wrong?","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Alibaba Group Holding Ltd. (NYSE: BABA) has suddenly become a battleground between two very different investment philosophies. On one side is Michael Burry, the investor made famous by The Big Short, who has exited Alibaba and shifted his capital toward rival JD.com. Burry argues that Alibaba’s decision to issue roughly $10.2 billion of new shares to finance artificial-intelligence investment signals potentially poor returns on invested capital. He has reportedly said Alibaba would need to fall roughly 50% before he becomes interested again. On the other side is Alibaba's own management. CEO Eddie Wu purchased 350,000 Alibaba shares for approximately $4.984 million, at an average price of $14.24 per share on the Form 4 reporting ba","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Alibaba Group Holding Ltd. (NYSE: BABA) has suddenly become a battleground between two very different investment philosophies. On one side is Michael Burry, the investor made famous by The Big Short, who has exited Alibaba and shifted his capital toward rival JD.com. Burry argues that Alibaba’s decision to issue roughly $10.2 billion of new shares to finance artificial-intelligence investment signals potentially poor returns on invested capital. He has reportedly said Alibaba would need to fall roughly 50% before he becomes interested again. On the other side is Alibaba's own management. CEO Eddie Wu purchased 350,000 Alibaba shares for approximately $4.984 million, at an average price of $14.24 per share on the Form 4 reporting ba","text":"$Alibaba(BABA)$ Alibaba Group Holding Ltd. (NYSE: BABA) has suddenly become a battleground between two very different investment philosophies. On one side is Michael Burry, the investor made famous by The Big Short, who has exited Alibaba and shifted his capital toward rival JD.com. Burry argues that Alibaba’s decision to issue roughly $10.2 billion of new shares to finance artificial-intelligence investment signals potentially poor returns on invested capital. He has reportedly said Alibaba would need to fall roughly 50% before he becomes interested again. On the other side is Alibaba's own management. CEO Eddie Wu purchased 350,000 Alibaba shares for approximately $4.984 million, at an average price of $14.24 per share on the Form 4 reporting ba","images":[{"img":"https://community-static.tradeup.com/news/03660e7c48a23ea6b9a83e8135bbe532","width":"1257","height":"386"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/600629655605456","isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000181","authorId":"9000000000000181","name":"blinky","avatar":"https://community-static.tradeup.com/news/b7e488f0f7683bcc2f916727332a2d8b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000181","authorIdStr":"9000000000000181"},"content":"ROIC is the whole debate here. A $10.2B dilution needs way more than AI buzz to clear the cost of capital, and history is full of expensive “strategic” bets that never earned it.","text":"ROIC is the whole debate here. A $10.2B dilution needs way more than AI buzz to clear the cost of capital, and history is full of expensive “strategic” bets that never earned it.","html":"ROIC is the whole debate here. A $10.2B dilution needs way more than AI buzz to clear the cost of capital, and history is full of expensive “strategic” bets that never earned it."},{"author":{"id":"3479274730589341","authorId":"3479274730589341","name":"DIMCO","avatar":"https://static.tigerbbs.com/d19479028ad9f5265647d85d6157c5be","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274730589341","authorIdStr":"3479274730589341"},"content":"By your own $145 base value, $118 still leaves 20%+ upside. For a value setup, that margin of safety is already decent; AI ROI just needs to clear the bar.","text":"By your own $145 base value, $118 still leaves 20%+ upside. For a value setup, that margin of safety is already decent; AI ROI just needs to clear the bar.","html":"By your own $145 base value, $118 still leaves 20%+ upside. For a value setup, that margin of safety is already decent; AI ROI just needs to clear the bar."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600184210817072,"gmtCreate":1787560045661,"gmtModify":1787569742878,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"Four Raises in One Week. The First One Is Already Below Its Placement Price","htmlText":"Hello. Last friday's US session was a quiet one — <a target=\"_blank\" href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> closed up 0.35 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> 0.41 per cent and the Dow 0.98 per cent — though the week as a whole still finished lower. What mattered happened after the close. On 23 August <a target=\"_blank\" href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> announced and priced a placement of new shares worth HK$80 billion, about US$10.2 billion, sold at an 8.4 per cent discount, with the net proceeds going into full-stack AI infrastructure. That is the fourth such raise in the same week. Intel sold US$20 billion of stock at US$95 a share;","listText":"Hello. Last friday's US session was a quiet one — <a target=\"_blank\" href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> closed up 0.35 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> 0.41 per cent and the Dow 0.98 per cent — though the week as a whole still finished lower. What mattered happened after the close. On 23 August <a target=\"_blank\" href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> announced and priced a placement of new shares worth HK$80 billion, about US$10.2 billion, sold at an 8.4 per cent discount, with the net proceeds going into full-stack AI infrastructure. That is the fourth such raise in the same week. Intel sold US$20 billion of stock at US$95 a share;","text":"Hello. Last friday's US session was a quiet one — $Invesco QQQ(QQQ)$ closed up 0.35 per cent, $SPDR S&P 500 ETF Trust(SPY)$ 0.41 per cent and the Dow 0.98 per cent — though the week as a whole still finished lower. What mattered happened after the close. On 23 August $BABA-W(09988)$ announced and priced a placement of new shares worth HK$80 billion, about US$10.2 billion, sold at an 8.4 per cent discount, with the net proceeds going into full-stack AI infrastructure. That is the fourth such raise in the same week. Intel sold US$20 billion of stock at US$95 a share;","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":28,"commentSize":5,"repostSize":2,"link":"https://ttm.financial/post/600184210817072","isVote":1,"tweetType":1,"viewCount":2957,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"Own the Toll Collector, Not the Toll Payer I'd rather own Nvidia than the companies paying the higher AI bill — but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia's pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the \"toll collector,\" but valuation matters. I'd rather buy on meaningful pullbacks than chase strength ahead of earnings. @Marktomarket [微笑]","text":"Own the Toll Collector, Not the Toll Payer I'd rather own Nvidia than the companies paying the higher AI bill — but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia's pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the \"toll collector,\" but valuation matters. I'd rather buy on meaningful pullbacks than chase strength ahead of earnings. @Marktomarket [微笑]","html":"Own the Toll Collector, Not the Toll Payer I'd rather own Nvidia than the companies paying the higher AI bill — but only if its pricing power proves sustainable. Rising memory costs are turning AI infrastructure into a margin test: Nvidia can pass costs downstream, while server builders and cloud providers face heavier capex. The bigger question is whether AI demand remains strong enough to absorb those increases. If customers keep spending aggressively, Nvidia's pricing power strengthens. If budgets tighten, higher server costs could eventually slow deployments. So for me, Nvidia remains the \"toll collector,\" but valuation matters. I'd rather buy on meaningful pullbacks than chase strength ahead of earnings. @Marktomarket [微笑]"},{"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"4216992707635432","authorIdStr":"4216992707635432"},"content":"Owing the tax collector is a natural choice but it is not risk free. While there is pricing power now, the ability to do so subsequently depends on the tax payers willingness and ability to keep paying the toll - empty pockets or going into debt would be a concern for the tax collector too.","text":"Owing the tax collector is a natural choice but it is not risk free. While there is pricing power now, the ability to do so subsequently depends on the tax payers willingness and ability to keep paying the toll - empty pockets or going into debt would be a concern for the tax collector too.","html":"Owing the tax collector is a natural choice but it is not risk free. While there is pricing power now, the ability to do so subsequently depends on the tax payers willingness and ability to keep paying the toll - empty pockets or going into debt would be a concern for the tax collector too."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599139186725008,"gmtCreate":1787304994884,"gmtModify":1787311453920,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"A Beat, a Raise, and Yet Walmart's Worst Day in Four Years","htmlText":"Hello. The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed down 0.87 per cent and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> 1.32 per cent, about 600 points — Barro","listText":"Hello. The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed down 0.87 per cent and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> 1.32 per cent, about 600 points — Barro","text":"Hello. The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. $S&P 500(.SPX)$ closed down 0.87 per cent and $Dow Jones(.DJI)$ 1.32 per cent, about 600 points — Barro","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":91,"commentSize":10,"repostSize":9,"link":"https://ttm.financial/post/599139186725008","isVote":1,"tweetType":1,"viewCount":2954,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba's margin structure is still under serious pressure. I would not treat Alibaba as simply a \"cheap AI stock.\" It's a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today's margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform transformation story, but the next catalyst must be monetization, not more spending. @Marktomarket [暗中观察]","text":"Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba's margin structure is still under serious pressure. I would not treat Alibaba as simply a \"cheap AI stock.\" It's a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today's margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform transformation story, but the next catalyst must be monetization, not more spending. @Marktomarket [暗中观察]","html":"Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba's margin structure is still under serious pressure. I would not treat Alibaba as simply a \"cheap AI stock.\" It's a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today's margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform transformation story, but the next catalyst must be monetization, not more spending. @Marktomarket [暗中观察]"},{"author":{"id":"3479274743772174","authorId":"3479274743772174","name":"thinorfat","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274743772174","authorIdStr":"3479274743772174"},"content":"I don't buy that this was the wrong choice. Putting 2.9B into price looks like a share defense move, and the cash flow is still the part I care about","text":"I don't buy that this was the wrong choice. Putting 2.9B into price looks like a share defense move, and the cash flow is still the part I care about","html":"I don't buy that this was the wrong choice. Putting 2.9B into price looks like a share defense move, and the cash flow is still the part I care about"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597720742580384,"gmtCreate":1786958700830,"gmtModify":1786959382201,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000439","authorIdStr":"9000000000000439"},"themes":[],"title":"Cross-Market Weekly: Yields at 2007 Highs, HKEX Tech Bloodbath,  Oil Rebounds — FED Minutes in Focus","htmlText":"Last Week's Recap 1. Weekly Market Digest: Stocks Flat, Yields at 2007 Highs, Inflation Moderates, Oil Rebounds Flat market — U.S. indexes were little changed as stocks took a breather after the prior week's record highs. S&amp;P 500 and NASDAQ ended fractionally higher; Dow fractionally lower. Elevated yields — 30-year Treasury yield climbed back to ~5.26% (highest since 2007); 10-year at 4.69%, while the 2-year eased slightly to 4.17%. Moderating inflation — July CPI held steady at 3.4% annual rate (down from June's 3.5%); PPI showed inflation little changed from the prior month. Robust revenue — S&amp;P 500 Q2 revenue growth on pace for 15% (highest since Q4 2021), per FactSet; earnings growth tracking above 50%, strongest since Q2 2021. Oil rebounds — U.S. crude rose above $82 Friday (","listText":"Last Week's Recap 1. Weekly Market Digest: Stocks Flat, Yields at 2007 Highs, Inflation Moderates, Oil Rebounds Flat market — U.S. indexes were little changed as stocks took a breather after the prior week's record highs. S&amp;P 500 and NASDAQ ended fractionally higher; Dow fractionally lower. Elevated yields — 30-year Treasury yield climbed back to ~5.26% (highest since 2007); 10-year at 4.69%, while the 2-year eased slightly to 4.17%. Moderating inflation — July CPI held steady at 3.4% annual rate (down from June's 3.5%); PPI showed inflation little changed from the prior month. Robust revenue — S&amp;P 500 Q2 revenue growth on pace for 15% (highest since Q4 2021), per FactSet; earnings growth tracking above 50%, strongest since Q2 2021. Oil rebounds — U.S. crude rose above $82 Friday (","text":"Last Week's Recap 1. Weekly Market Digest: Stocks Flat, Yields at 2007 Highs, Inflation Moderates, Oil Rebounds Flat market — U.S. indexes were little changed as stocks took a breather after the prior week's record highs. S&P 500 and NASDAQ ended fractionally higher; Dow fractionally lower. Elevated yields — 30-year Treasury yield climbed back to ~5.26% (highest since 2007); 10-year at 4.69%, while the 2-year eased slightly to 4.17%. Moderating inflation — July CPI held steady at 3.4% annual rate (down from June's 3.5%); PPI showed inflation little changed from the prior month. Robust revenue — S&P 500 Q2 revenue growth on pace for 15% (highest since Q4 2021), per FactSet; earnings growth tracking above 50%, strongest since Q2 2021. Oil rebounds — U.S. crude rose above $82 Friday (","images":[{"img":"https://community-static.tradeup.com/news/54dc7376572f0d18aca98ef795f1c73e"},{"img":"https://community-static.tradeup.com/news/b5c2a95d89d64cec6f810639fd332e75"},{"img":"https://community-static.tradeup.com/news/0ccdd5190d7d8589106de64d5077d440"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":62,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/597720742580384","isVote":1,"tweetType":1,"viewCount":2935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":598702569219600,"gmtCreate":1787209277703,"gmtModify":1787210539664,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why NetEase’s Earnings Must Prove Its Games Can Travel Beyond China","htmlText":"<a href=\"https://ttm.financial/S/NTES\">$NetEase(NTES)$</a> enters its August 20 second-quarter report with a profitable domestic games franchise and a growing collection of international titles. The central question is whether global releases can create durable growth without the marketing expense, development risk and regulatory exposure that have historically limited Chinese publishers overseas. NetEase reported its first quarter on May 21 for the period ended March 31. Revenue increased 6.1% year over year to RMB30.6 billion, or approximately $4.4 billion. Games and related services revenue rose 6.9% to RMB25.7 billion, accounting for about 84% of the company total. Gross profit increased 14.8% to RMB21.2 billion, while non-GAAP net income attributable to shareholders reached RMB11.3 bi","listText":"<a href=\"https://ttm.financial/S/NTES\">$NetEase(NTES)$</a> enters its August 20 second-quarter report with a profitable domestic games franchise and a growing collection of international titles. The central question is whether global releases can create durable growth without the marketing expense, development risk and regulatory exposure that have historically limited Chinese publishers overseas. NetEase reported its first quarter on May 21 for the period ended March 31. Revenue increased 6.1% year over year to RMB30.6 billion, or approximately $4.4 billion. Games and related services revenue rose 6.9% to RMB25.7 billion, accounting for about 84% of the company total. Gross profit increased 14.8% to RMB21.2 billion, while non-GAAP net income attributable to shareholders reached RMB11.3 bi","text":"$NetEase(NTES)$ enters its August 20 second-quarter report with a profitable domestic games franchise and a growing collection of international titles. The central question is whether global releases can create durable growth without the marketing expense, development risk and regulatory exposure that have historically limited Chinese publishers overseas. NetEase reported its first quarter on May 21 for the period ended March 31. Revenue increased 6.1% year over year to RMB30.6 billion, or approximately $4.4 billion. Games and related services revenue rose 6.9% to RMB25.7 billion, accounting for about 84% of the company total. Gross profit increased 14.8% to RMB21.2 billion, while non-GAAP net income attributable to shareholders reached RMB11.3 bi","images":[{"img":"https://community-static.tradeup.com/news/94249d5320d5add8025cc4eb45cc49d2","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/598702569219600","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":597702974832800,"gmtCreate":1786954363001,"gmtModify":1786963639651,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"AMD Rose 6.50 Per Cent, Broadcom Fell 5.94. A 30 June Snapshot Explains Neither","htmlText":"Hello. The weekend is over, and the most striking thing left from Friday's close was a pair of numbers pointing opposite ways: <a target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> up 6.50 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> down 5.94 per cent. Both are AI chip names, and they spent the day going in different directions. What the market was reading that day was not results. It was second-quarter position disclosures. Stanley Druckenmiller's 13F showed him loading up on Amazon and AMD while dumping a batch of chipmakers, and a Soros fund was adding AMD too, alongside <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/AMAT\">$Appli</a>","listText":"Hello. The weekend is over, and the most striking thing left from Friday's close was a pair of numbers pointing opposite ways: <a target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> up 6.50 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> down 5.94 per cent. Both are AI chip names, and they spent the day going in different directions. What the market was reading that day was not results. It was second-quarter position disclosures. Stanley Druckenmiller's 13F showed him loading up on Amazon and AMD while dumping a batch of chipmakers, and a Soros fund was adding AMD too, alongside <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/AMAT\">$Appli</a>","text":"Hello. The weekend is over, and the most striking thing left from Friday's close was a pair of numbers pointing opposite ways: $Advanced Micro Devices(AMD)$ up 6.50 per cent, $Broadcom(AVGO)$ down 5.94 per cent. Both are AI chip names, and they spent the day going in different directions. What the market was reading that day was not results. It was second-quarter position disclosures. Stanley Druckenmiller's 13F showed him loading up on Amazon and AMD while dumping a batch of chipmakers, and a Soros fund was adding AMD too, alongside $Micron Technology(MU)$, $Appli","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":35,"commentSize":4,"repostSize":5,"link":"https://ttm.financial/post/597702974832800","isVote":1,"tweetType":1,"viewCount":2915,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3552850525395609","authorId":"3552850525395609","name":"moliya","avatar":"https://community-static.tradeup.com/news/748bcf0aa156e5b68e0b397250aefd6a","crmLevel":12,"crmLevelSwitch":1,"idStr":"3552850525395609","authorIdStr":"3552850525395609"},"content":"well written with clear analysis of market","text":"well written with clear analysis of market","html":"well written with clear analysis of market"},{"author":{"id":"4137112450961772","authorId":"4137112450961772","name":"靖润","avatar":"https://community-static.tradeup.com/news/84e4282a20159c824fd7beaa97094ebf","crmLevel":12,"crmLevelSwitch":0,"idStr":"4137112450961772","authorIdStr":"4137112450961772"},"content":"No wait. Moving ahead of time, there is no point. The differences in the FOMC minutes have been digested by the market in advance. The dot plot shows the three people opposing keeping interest rates unchanged, which is already in the minutes, not new information. rate hike probability 67% has been trading for two weeks, and this number has been fully digested after the CPI is moderate. If the words of the minutes are hawkish, the probability will jump briefly and then fall back, because the data no longer supports a continued rate hike. If the wording of the minutes is biased, this position will be directly rushed, but the direction no longer needs to be confirmed by the minutes. Positioning a few minutes in advance earns a poor tone in the wording of the minutes, not a poor direction. The direction is clear enough that there is no need to gamble on the words and sentences of the minutes. Both volume and volatility will rapidly amplify after the minutes are published, but the certainty of the direction itself does not need to wait until the minutes land to be judged. Instead of making directional bets before the minutes are published, it is better to wait for the minutes to land and then decide the next step according to the market reaction. If the minutes do point to the end of rate hike, there is still room; If the minutes are hawkish, the pullback will not be too large. You won't miss too many opportunities just by waiting a few more hours, but you can avoid the short-term noise before and after the minutes are published.","text":"No wait. Moving ahead of time, there is no point. The differences in the FOMC minutes have been digested by the market in advance. The dot plot shows the three people opposing keeping interest rates unchanged, which is already in the minutes, not new information. rate hike probability 67% has been trading for two weeks, and this number has been fully digested after the CPI is moderate. If the words of the minutes are hawkish, the probability will jump briefly and then fall back, because the data no longer supports a continued rate hike. If the wording of the minutes is biased, this position will be directly rushed, but the direction no longer needs to be confirmed by the minutes. Positioning a few minutes in advance earns a poor tone in the wording of the minutes, not a poor direction. The direction is clear enough that there is no need to gamble on the words and sentences of the minutes. Both volume and volatility will rapidly amplify after the minutes are published, but the certainty of the direction itself does not need to wait until the minutes land to be judged. Instead of making directional bets before the minutes are published, it is better to wait for the minutes to land and then decide the next step according to the market reaction. If the minutes do point to the end of rate hike, there is still room; If the minutes are hawkish, the pullback will not be too large. You won't miss too many opportunities just by waiting a few more hours, but you can avoid the short-term noise before and after the minutes are published.","html":"No wait. Moving ahead of time, there is no point. The differences in the FOMC minutes have been digested by the market in advance. The dot plot shows the three people opposing keeping interest rates unchanged, which is already in the minutes, not new information. rate hike probability 67% has been trading for two weeks, and this number has been fully digested after the CPI is moderate. If the words of the minutes are hawkish, the probability will jump briefly and then fall back, because the data no longer supports a continued rate hike. If the wording of the minutes is biased, this position will be directly rushed, but the direction no longer needs to be confirmed by the minutes. Positioning a few minutes in advance earns a poor tone in the wording of the minutes, not a poor direction. The direction is clear enough that there is no need to gamble on the words and sentences of the minutes. Both volume and volatility will rapidly amplify after the minutes are published, but the certainty of the direction itself does not need to wait until the minutes land to be judged. Instead of making directional bets before the minutes are published, it is better to wait for the minutes to land and then decide the next step according to the market reaction. If the minutes do point to the end of rate hike, there is still room; If the minutes are hawkish, the pullback will not be too large. You won't miss too many opportunities just by waiting a few more hours, but you can avoid the short-term noise before and after the minutes are published."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598071540367520,"gmtCreate":1787044344821,"gmtModify":1787053396909,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"One Request Lifted the Whole Memory Chain. Apple Pays for It","htmlText":"Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> closed up 8.88 per cent at US$1,786.85, and <a target=\"_blank\" href=\"https://ttm.financial/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$</a> rose 17.73 per cent in a day. <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> closed up 4.13 per cent at US$1,011.75, back above US$1,000. <a target=\"_blank\" href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> rose 5.35 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> 3.04 p","listText":"Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> closed up 8.88 per cent at US$1,786.85, and <a target=\"_blank\" href=\"https://ttm.financial/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$</a> rose 17.73 per cent in a day. <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> closed up 4.13 per cent at US$1,011.75, back above US$1,000. <a target=\"_blank\" href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> rose 5.35 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> 3.04 p","text":"Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. $SanDisk Corp.(SNDK)$ closed up 8.88 per cent at US$1,786.85, and $Tradr 2X Long SNDK Daily ETF(SNXX)$ rose 17.73 per cent in a day. $Micron Technology(MU)$ closed up 4.13 per cent at US$1,011.75, back above US$1,000. $Western Digital(WDC)$ rose 5.35 per cent, $SK hynix(SKHY)$ 3.04 p","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":46,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/598071540367520","isVote":1,"tweetType":1,"viewCount":3502,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"idStr":"4243426647434722","authorIdStr":"4243426647434722"},"content":"China has actually generated considerable conflicts with the United States over chip production capacity, and this trade war has had a significant impact on the costs of traditional internet giants.","text":"China has actually generated considerable conflicts with the United States over chip production capacity, and this trade war has had a significant impact on the costs of traditional internet giants.","html":"China has actually generated considerable conflicts with the United States over chip production capacity, and this trade war has had a significant impact on the costs of traditional internet giants."},{"author":{"id":"9000000000000608","authorId":"9000000000000608","name":"EllisBird","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000608","authorIdStr":"9000000000000608"},"content":"8.88% on SNDK vs 17.73% on SNXX says sentiment is outrunning fundamentals for now. Bullish near term, but that kind of leverage usually punishes late FOMO","text":"8.88% on SNDK vs 17.73% on SNXX says sentiment is outrunning fundamentals for now. Bullish near term, but that kind of leverage usually punishes late FOMO","html":"8.88% on SNDK vs 17.73% on SNXX says sentiment is outrunning fundamentals for now. Bullish near term, but that kind of leverage usually punishes late FOMO"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598089396659384,"gmtCreate":1787044680785,"gmtModify":1787053387093,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why Alibaba Is Selling Gaming to Fund a More Focused AI Strategy","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>’s agreement to sell Lingxi Games reflects a broader portfolio reset. Management is converting non-core assets into financial capacity for cloud computing and artificial intelligence, but divestment alone does not prove that the retained businesses will earn adequate returns on their rising investment. Trustar Capital confirmed on August 17 that it had agreed to acquire <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a>’s entire Lingxi stake. A person familiar with the transaction told Reuters that proceeds should exceed $2 billion, although the companies did not disclose final terms or a closing timetable. Lingxi’s management is expected to remain. Reuters’ August 17 transaction report provides the available details. The s","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>’s agreement to sell Lingxi Games reflects a broader portfolio reset. Management is converting non-core assets into financial capacity for cloud computing and artificial intelligence, but divestment alone does not prove that the retained businesses will earn adequate returns on their rising investment. Trustar Capital confirmed on August 17 that it had agreed to acquire <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a>’s entire Lingxi stake. A person familiar with the transaction told Reuters that proceeds should exceed $2 billion, although the companies did not disclose final terms or a closing timetable. Lingxi’s management is expected to remain. Reuters’ August 17 transaction report provides the available details. The s","text":"$Alibaba(BABA)$’s agreement to sell Lingxi Games reflects a broader portfolio reset. Management is converting non-core assets into financial capacity for cloud computing and artificial intelligence, but divestment alone does not prove that the retained businesses will earn adequate returns on their rising investment. Trustar Capital confirmed on August 17 that it had agreed to acquire $BABA-W(09988)$’s entire Lingxi stake. A person familiar with the transaction told Reuters that proceeds should exceed $2 billion, although the companies did not disclose final terms or a closing timetable. Lingxi’s management is expected to remain. Reuters’ August 17 transaction report provides the available details. The s","images":[{"img":"https://community-static.tradeup.com/news/4bb6f8f40e56487511300309dc45fc72","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":35,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/598089396659384","isVote":1,"tweetType":1,"viewCount":1581,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000166","authorId":"9000000000000166","name":"WayneEvans","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000166","authorIdStr":"9000000000000166"},"content":"Cloud focus makes sense, but next quarter capex guidance and cloud growth need to show it fast","text":"Cloud focus makes sense, but next quarter capex guidance and cloud growth need to show it fast","html":"Cloud focus makes sense, but next quarter capex guidance and cloud growth need to show it fast"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":598028461854864,"gmtCreate":1787033821820,"gmtModify":1787034967736,"author":{"id":"4249599930403112","authorId":"4249599930403112","name":"Talia_z","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4249599930403112","authorIdStr":"4249599930403112"},"themes":[],"title":"Alibaba Earnings Preview: Can AI and Cloud Businesses Reverse the Stock’s Downtrend?","htmlText":"After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo","listText":"After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo","text":"After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo","images":[{"img":"https://community-static.tradeup.com/news/d91ec5b2e432ea079f123fa908554d0b","width":"1280","height":"439"},{"img":"https://community-static.tradeup.com/news/0292c61b68d55d0dfcaa569ea4d12bd9","width":"1722","height":"882"},{"img":"https://community-static.tradeup.com/news/66dd05c1c4e361908317968d9e61a84b","width":"1280","height":"467"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/598028461854864","isVote":1,"tweetType":1,"viewCount":2469,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000597","authorId":"9000000000000597","name":"EricVaughan","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000597","authorIdStr":"9000000000000597"},"content":"Alibaba over Tencent for the next 3 to 6 months. That 3B download lead matters more than one quarter's print. Cloud margin is the cleaner catalyst, but the AI moat is the real long game.","text":"Alibaba over Tencent for the next 3 to 6 months. That 3B download lead matters more than one quarter's print. Cloud margin is the cleaner catalyst, but the AI moat is the real long game.","html":"Alibaba over Tencent for the next 3 to 6 months. That 3B download lead matters more than one quarter's print. Cloud margin is the cleaner catalyst, but the AI moat is the real long game."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":600073271201848,"gmtCreate":1787543980865,"gmtModify":1787546038868,"author":{"id":"4225582686885462","authorId":"4225582686885462","name":"SG DLC News","avatar":"https://community-static.tradeup.com/news/d98b8e4c3a07230634c0085e2f351253","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225582686885462","authorIdStr":"4225582686885462"},"themes":[],"title":"Alibaba 5x Short DLC Gains +50% as Alibaba Shares Plunge -10%","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> &nbsp;fell 10% on Monday (24 August) morning after announcing plans to raise approximately HK$80 billion through a share sale. The placement is expected to dilute earnings and weigh on the stock’s near-term performance. Amplifying the move, the <a href=\"https://ttm.financial/S/RHDW.SI\">$Alibaba 5xShortSG270907(RHDW.SI)$</a> &nbsp;rose 50% in early trading, while the <a href=\"https://ttm.financial/S/ZVNW.SI\">$Alibaba 5xLongSG270712(ZVNW.SI)$</a> fell a similar magnitude. The weakness spilled into the broader technology sector, pushing the <a href=\"https://ttm.financial/S/HSTECH\">$HSTECH(HSTECH)$</a> &nbsp;down approximately 3.5%. Correspondingly, the&nbsp; <a href=\"https://ttm.financial/S/9B2W.SI\">$HSTECH 7xShortSG270309(9B2W.SI)$&lt;</a>","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> &nbsp;fell 10% on Monday (24 August) morning after announcing plans to raise approximately HK$80 billion through a share sale. The placement is expected to dilute earnings and weigh on the stock’s near-term performance. Amplifying the move, the <a href=\"https://ttm.financial/S/RHDW.SI\">$Alibaba 5xShortSG270907(RHDW.SI)$</a> &nbsp;rose 50% in early trading, while the <a href=\"https://ttm.financial/S/ZVNW.SI\">$Alibaba 5xLongSG270712(ZVNW.SI)$</a> fell a similar magnitude. The weakness spilled into the broader technology sector, pushing the <a href=\"https://ttm.financial/S/HSTECH\">$HSTECH(HSTECH)$</a> &nbsp;down approximately 3.5%. Correspondingly, the&nbsp; <a href=\"https://ttm.financial/S/9B2W.SI\">$HSTECH 7xShortSG270309(9B2W.SI)$&lt;</a>","text":"$BABA-W(09988)$ fell 10% on Monday (24 August) morning after announcing plans to raise approximately HK$80 billion through a share sale. The placement is expected to dilute earnings and weigh on the stock’s near-term performance. Amplifying the move, the $Alibaba 5xShortSG270907(RHDW.SI)$ rose 50% in early trading, while the $Alibaba 5xLongSG270712(ZVNW.SI)$ fell a similar magnitude. The weakness spilled into the broader technology sector, pushing the $HSTECH(HSTECH)$ down approximately 3.5%. Correspondingly, the $HSTECH 7xShortSG270309(9B2W.SI)$<","images":[{"img":"https://community-static.tradeup.com/news/bca9ed9e84a15b06f340018326cffa13","width":"1159","height":"623"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":101,"commentSize":1,"repostSize":15,"link":"https://ttm.financial/post/600073271201848","isVote":1,"tweetType":1,"viewCount":29826,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000415","authorId":"9000000000000415","name":"zuzu99","avatar":"https://static.tigerbbs.com/2ee73f2c992a647da3546f67241e0cdf","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000415","authorIdStr":"9000000000000415"},"content":"This drop is not just about the placement. Feels more like the market finally pricing in slowing core commerce growth, and that part hurts way longer than one share sale lol","text":"This drop is not just about the placement. Feels more like the market finally pricing in slowing core commerce growth, and that part hurts way longer than one share sale lol","html":"This drop is not just about the placement. Feels more like the market finally pricing in slowing core commerce growth, and that part hurts way longer than one share sale lol"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":598029283987544,"gmtCreate":1787033940828,"gmtModify":1787034216128,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] Alibaba’s Profits Are Falling. So Why Is Wall Street Getting More Bullish?","htmlText":"Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42","listText":"Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42","text":"Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. $Alibaba(BABA)$ $BABA-W(09988)$ Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42","images":[{"img":"https://community-static.tradeup.com/news/0e7d765f86892a1e5988d0552f9680ae"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":16,"commentSize":9,"repostSize":3,"link":"https://ttm.financial/post/598029283987544","isVote":2,"tweetType":1,"viewCount":13772,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5583,"gmtBegin":1787034073041,"gmtEnd":1787234400000,"type":1,"upper":1,"title":"How will BABA close after its earnings report?","choices":[{"id":19265,"sort":1,"name":"Very Green (more than 10%)","userSize":20,"voted":false},{"id":19266,"sort":1,"name":"Green (5% to 10%)","userSize":25,"voted":false},{"id":19267,"sort":1,"name":"Flat (-5% to 5%)","userSize":17,"voted":false},{"id":19268,"sort":1,"name":"Red (-10% to-5%)","userSize":7,"voted":false},{"id":19269,"sort":1,"name":"Very Red (below-10%)","userSize":3,"voted":false}]},"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000","text":"Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000","html":"Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000"},{"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"idStr":"4091884160412060","authorIdStr":"4091884160412060"},"content":"Vote $Alibaba(BABA)$! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing @1PC @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","text":"Vote $Alibaba(BABA)$! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing @1PC @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","html":"Vote $Alibaba(BABA)$! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing @1PC @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586361088545440,"gmtCreate":1784184777783,"gmtModify":1784191131396,"author":{"id":"4101807333451210","authorId":"4101807333451210","name":"bs6969","avatar":"https://community-static.tradeup.com/news/cb2b107c73fdc9b20f28d456368c76e0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101807333451210","authorIdStr":"4101807333451210"},"themes":[],"title":"📉📈 BSBS Futures Study Case #1 – FTSE China A50 Index Futures (CN2609): free lucky draw","htmlText":"🚀 Trading With the Trend, Then Trading the Rebound Every trading day tells a different story. Some days the market trends strongly in one direction, while other days it swings back and forth. The key lesson I continue to learn is that I don’t need to predict every move. Instead, I want to react to what the market is showing me. Today, I traded the FTSE China A50 Index Futures September 2026 contract (CN2609) listed on the Singapore Exchange (SGX). My approach was simple. I first followed the bearish momentum by taking a short position. After locking in that profit, I observed signs that the selling pressure was easing and switched to a long position to capture a small rebound. This article explains my trade, the contract specifications, and several futures trading concepts for educational","listText":"🚀 Trading With the Trend, Then Trading the Rebound Every trading day tells a different story. Some days the market trends strongly in one direction, while other days it swings back and forth. The key lesson I continue to learn is that I don’t need to predict every move. Instead, I want to react to what the market is showing me. Today, I traded the FTSE China A50 Index Futures September 2026 contract (CN2609) listed on the Singapore Exchange (SGX). My approach was simple. I first followed the bearish momentum by taking a short position. After locking in that profit, I observed signs that the selling pressure was easing and switched to a long position to capture a small rebound. This article explains my trade, the contract specifications, and several futures trading concepts for educational","text":"🚀 Trading With the Trend, Then Trading the Rebound Every trading day tells a different story. Some days the market trends strongly in one direction, while other days it swings back and forth. The key lesson I continue to learn is that I don’t need to predict every move. Instead, I want to react to what the market is showing me. Today, I traded the FTSE China A50 Index Futures September 2026 contract (CN2609) listed on the Singapore Exchange (SGX). My approach was simple. I first followed the bearish momentum by taking a short position. After locking in that profit, I observed signs that the selling pressure was easing and switched to a long position to capture a small rebound. This article explains my trade, the contract specifications, and several futures trading concepts for educational","images":[{"img":"https://community-static.tradeup.com/news/8b41839aa1bd6023844d144e8080a35d","width":"1290","height":"2796"},{"img":"https://community-static.tradeup.com/news/c37f883246ae13d6e839805aaff70cd9","width":"1290","height":"1175"},{"img":"https://community-static.tradeup.com/news/64e6bbd96e42437305d601b532b4c20a","width":"1290","height":"2385"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/586361088545440","isVote":1,"tweetType":1,"viewCount":3148,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/cc248ebcefe97aad7c07df8e243fe7e4","crmLevel":11,"crmLevelSwitch":1,"idStr":"3560184106659134","authorIdStr":"3560184106659134"},"content":"I'm holding off on all my purchases for now. July and August are usually the weakest months of the year","text":"I'm holding off on all my purchases for now. July and August are usually the weakest months of the year","html":"I'm holding off on all my purchases for now. July and August are usually the weakest months of the year"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":601083728241592,"gmtCreate":1787786031533,"gmtModify":1787791454414,"author":{"id":"3574880411812374","authorId":"3574880411812374","name":"Ben Tiger","avatar":"https://community-static.tradeup.com/news/7b6824c9f26552149f79596c895fc87a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574880411812374","authorIdStr":"3574880411812374"},"themes":[],"title":"","htmlText":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","listText":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","text":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601083728241592","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601083812082416,"gmtCreate":1787786074665,"gmtModify":1787791457699,"author":{"id":"3574880411812374","authorId":"3574880411812374","name":"Ben Tiger","avatar":"https://community-static.tradeup.com/news/7b6824c9f26552149f79596c895fc87a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574880411812374","authorIdStr":"3574880411812374"},"themes":[],"title":"","htmlText":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","listText":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","text":"Alibaba (BABA) June-quarter 2026 revenue rose 9% YoY to ~RMB 269B. Cloud/AI external revenue accelerated to +45%, with AI-related products delivering a 12th consecutive quarter of triple-digit growth. Core e-commerce (customer management revenue) remains soft amid competition and macro pressures; overall profitability was impacted by heavy AI investments and lower investment gains. New models (Qwen series) and agentic tools are advancing. Shares have recovered from 52-week lows but remain volatile (recently around the $120 area). Valuation is inexpensive relative to AI/cloud growth potential; many analysts maintain Buy ratings with meaningful upside targets. Future potential: Improving via AI/cloud transformation, which is increasingly offsetting e-commerce headwinds. Success depends on su","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601083812082416","isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585380224876744,"gmtCreate":1783945184929,"gmtModify":1784020534463,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://community-static.tradeup.com/news/cddeb5a72a58249261d4d1c174768104","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4089501973615070","authorIdStr":"4089501973615070"},"themes":[],"title":"📈 Covered Call Case Study – KWEB Internet ETF Join me on Tiger Trade!","htmlText":"📈 Covered Call Case Study – KWEB Internet ETF Disclaimer: This article is for educational purposes only and is not financial advice. Options involve risk and may not be suitable for all investors. ⸻ Why I Chose KWEB KWEB (KraneShares CSI China Internet ETF) gives exposure to many large Chinese internet companies such as Alibaba, Tencent, JD.com, Baidu and others. Instead of trying to predict the exact direction of each company, I prefer owning the ETF and generating additional income by selling covered calls. From my chart, KWEB is trading around $26.38 after previously falling from above $40. Although the long-term trend has been weak, I believe the downside may be more limited than before, making it a reasonable candidate for an income strategy. ⸻ Step 1 – Buy 100 Shares A covered call s","listText":"📈 Covered Call Case Study – KWEB Internet ETF Disclaimer: This article is for educational purposes only and is not financial advice. Options involve risk and may not be suitable for all investors. ⸻ Why I Chose KWEB KWEB (KraneShares CSI China Internet ETF) gives exposure to many large Chinese internet companies such as Alibaba, Tencent, JD.com, Baidu and others. Instead of trying to predict the exact direction of each company, I prefer owning the ETF and generating additional income by selling covered calls. From my chart, KWEB is trading around $26.38 after previously falling from above $40. Although the long-term trend has been weak, I believe the downside may be more limited than before, making it a reasonable candidate for an income strategy. ⸻ Step 1 – Buy 100 Shares A covered call s","text":"📈 Covered Call Case Study – KWEB Internet ETF Disclaimer: This article is for educational purposes only and is not financial advice. Options involve risk and may not be suitable for all investors. ⸻ Why I Chose KWEB KWEB (KraneShares CSI China Internet ETF) gives exposure to many large Chinese internet companies such as Alibaba, Tencent, JD.com, Baidu and others. Instead of trying to predict the exact direction of each company, I prefer owning the ETF and generating additional income by selling covered calls. From my chart, KWEB is trading around $26.38 after previously falling from above $40. Although the long-term trend has been weak, I believe the downside may be more limited than before, making it a reasonable candidate for an income strategy. ⸻ Step 1 – Buy 100 Shares A covered call s","images":[{"img":"https://community-static.tradeup.com/news/1743b3e460e0016b291645ff31b400f4","width":"2796","height":"1290"},{"img":"https://community-static.tradeup.com/news/c33e37ee98152ee885c866d7ed87b93b","width":"1290","height":"490"},{"img":"https://c1.itigergrowtha.com/files/h5-repos/market/2025/invitation/150_en_1200_630.jpg"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":64,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/585380224876744","isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0}]}