$Alibaba(BABA)$ Dr.M said in one of his comments that Baba was over $321 when Donald J Trump was President from 2016-2020 and once again, when he is sworn in as the 47th President, Baba will start its climb once again to over $ 300 in 2025-2026. Guess what is different this time?

$Alibaba(BABA)$ The share prices of Alibaba and Tencent listed on the Hong Kong stock market shouldn't drop much. Alibaba and Tencent have been repurchasing their stocks here. Moreover, their valuations are not high either. Those who hold US stocks or US stock indexes are really in trouble. Most of the stocks listed in the Hong Kong stock market are not a cause for worry.

$Alibaba(BABA)$ BABA is actually doing massive buybacks and taking steps to unlock value, including making HK the primary listing, away from US investors. The more people sell at these ridiculous single digit P/E levels the more shares are retired, the higher EPS is for remaining shareholders.

$Alibaba(BABA)$ Today's FT special report on Alibaba is quite interesting. It carefully reviewed the AI transformation journey of the past few years. The cooperation between Qianwen large language model and Apple has boosted morale, and next, Quark and Tongyi will be used to increase product coverage.It was disclosed that the cost of chip purchases alone will exceed 39 billion yuan this year. The attention from top-tier media also means that the market is gradually getting used to Alibaba's AI positioning.

$Alibaba(BABA)$ Very, very simple: The Chinese use the stock exchange as cash procurement machine for $ since they can't use their HKD cashpile. Only silly capitalistic orientated people like me believed for a long time because of the fundamentals this must be a good stock and quality will pay one day.

$Alibaba(BABA)$ Ponzis like MicroS trade for $400 & these companies with tangible results, bullet prof balance sheets and strong track record of profitability trading below $100. That explains everything that’s wrong with US stock market. It’s pure greed

$Alibaba(BABA)$ Alibaba has always invested heavily in the technology sector. Domestically, there is a relatively pessimistic view due to the restrictions imposed on Alibaba. Some people, out of envy, can't stand to see Alibaba succeed and have been constantly disparaging it. The fact is that Alibaba is an influential company internationally. Otherwise, do you think Charlie Munger was blindly buying Alibaba's shares?

$Alibaba(BABA)$ if BABA reports good earnings - especially good guidance - this is going to the moon. There will be such a short squeeze. I think at $90 its still cheap, and I think you have to hold. The Chinese are beating us on electric vehicles - and now ai. I think you have to bet on the winning horse, and frankly the days of the US leading the world are over.

$Alibaba(BABA)$ Alibaba is now trading at less than 20 times earnings, around 19 times. It should at least match the 25 times of Contemporary Amperex Technology (CATL) and Tencent. I think that's reasonable.There is at least a 25 - 30% upside, which is quite certain. This doesn't even include the premium for being the leader in cloud computing. If there is a shortage of computing power, cloud computing will benefit, right?I sold some gaming stocks and bought Alibaba. I'll start with a small position to see how it goes. The company I hold is also good, but compared to it, Alibaba has higher certainty. Next, I plan to swap some Bilibili shares for Alibaba.

$PDD Holdings Inc(PDD)$ 50% of their merch is now in warehouses in the US making much faster shipping times and better packaged items. Amazon is in big trouble. And that means the tariff impact wont be so bad and if trump only does 10% tariff it wont impact amazon or temu to badly. Its not much a difference in cost for the consumers. He quickly changed from his 60% tariff i think realizing it would be to much inflation for the US to deal with.

$Alibaba(BABA)$ The Chinese e-commerce market is already saturated. It would be a feat for Tmall and Taobao to just hold their ground. Given the current trend, there is a high probability that Pinduoduo will surpass Tmall and Taobao in the next five years. Once Pinduoduo overtakes Tmall and Taobao, Alibaba would become insignificant, relegated to a fate similar to Baidu's, with little chance of making a comeback. Therefore, Alibaba must make up its mind to transform. Last year, the revenue share of Tmall and Taobao dropped to 40%, and it is likely to fall below 30% in the next three years. This can significantly mitigate the risk of Tmall and Taobao's decline. Alibaba's revenue last year was 120 billion, with a profit of

$PDD Holdings Inc(PDD)$ Pinduoduo has been an AI company from the very beginning. It laid out a distributed AI system with intelligent agent AI agents right from the start of its business. Technically, it has achieved goods finding people, which is C2M, and has realized precise matching between users and goods to reduce waste inventory and increase turnover rates, thereby lowering costs on the production side. When you open the Pinduoduo homepage, you see what you want to buy before you even search. This is due to local reasoning based on multiple vectors such as your habits, preferences, memory, and scenarios, which is the function of distributed AI. Alibaba only understood this many years later and only started talking a

$Alibaba(BABA)$ BABA's AI model has been the dark horse in the AI race. Interestingly, BABA have been quiet about their LLM AI model. Deepseek and other AI firm uses BABA's servers for their development. This is real and not hype. We will know more about it hopefully when BABA discuss it in the quarterly earning announcement.

$PDD Holdings Inc(PDD)$ 105 this week for pdd and 95 for nail :) pdd is much better than baba bidu li guys! Need to break 102 and hold to force all big and small shorts to cover and May see 104-105 this week and 110 next week or before the Lunar New Year

$Alibaba(BABA)$ Last two days three Fast Money regulars have put BABA on the list for stocks with largest percentage gain in 2025....40% up cited which brings it back to $120 a share, What happened to the fake mad max that would bash baba all day and praise SIG? Looks like he lost big time. Funny to watch!

$PDD Holdings Inc(PDD)$ Today, I took another look at the interest situation of Pinduoduo. Here are my conclusions:Considering the interest received in US dollars and the depreciation of the RMB (this is because when I looked at my own return on investment this year, I found that the return on investment denominated in HKD and RMB was quite different, with the RMB return being higher by more than 2%), the interest yield is within a normal range.It is indeed hard to understand the interest income of Pinduoduo, as the return on investment is very high.

$PDD Holdings Inc(PDD)$ If you want to invest in Pinduoduo's stock, you should consider running a Pinduoduo store yourself. This way, I believe you can gain a deeper understanding of the platform. I just can't comprehend how, in such a poor market environment in 2024, their financial reports can still look so impressive.

$PDD Holdings Inc(PDD)$ I started paying attention to Pinduoduo because my parents' generation began to use it frequently. From what I've observed, they almost exclusively choose Pinduoduo for online shopping so far. Occasionally, they might shop on Douyin (and perhaps shift to WeChat Video Account in the future?), but they rarely use Taobao or JD.com. As for myself, although I use various platforms, I also prioritize Pinduoduo. So, does Pinduoduo also have the advantage of a switching cost moat?

$Alibaba(BABA)$ Recently, when shopping, I compared items on Taobao and PDD simultaneously. At least eight out of ten items were cheaper on Taobao. I wonder if it's just a coincidence with the items I'm buying. But somehow, I feel that if Taobao and PDD operate in the same model, Taobao's ultimate cost would be much lower than PDD's.

$PDD Holdings Inc(PDD)$ It's just a matter of time before Pinduoduo surpasses Alibaba's Taobao and Tmall. Although Pinduoduo is widely criticized, its after-sales service, especially the refund and return policy, can outshine all other e-commerce platforms. Before the Spring Festival, I bought a pair of shoes on Pinduoduo. The quality was acceptable, but they didn't fit well, so I put them aside and forgot about them. I remembered it after the festival, and it had been nearly 20 days. I thought I wouldn't be able to return them and was planning to just give them away. However, I was surprised that I only needed to take a photo for the seller, and the return was successful. It is also because of this that Pinduoduo has form