$Alibaba(BABA)$ 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?

$Alibaba(BABA)$ 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.

$Alibaba(BABA)$ 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.

$PDD Holdings Inc(PDD)$ 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.

$PDD Holdings Inc(PDD)$ 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.

$PDD Holdings Inc(PDD)$ 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

$Alibaba(BABA)$ Alibaba is still doubling down on AI. This time, it has brought in a big shot to focus on AI-to-C. I believe that Alibaba's subsidiaries, such as Taobao, Tmall, Alipay, AutoNavi, Quark, Xianyu, and DingTalk, can all serve as great landing scenarios for large AI models, significantly enhancing user experience and efficiency.Alibaba is a company that has both cloud computing services and strong AI R&D capabilities, and it is clearly undervalued.

$Alibaba(BABA)$ It’s up 12% ytd. That’s better than its entire return last year and it’s better than all other major China tech stocks. Big moves bring out sellers but we’re on an uptrend that should continue for quite some time. They say that Qwen 2.5MAX is good, but not better than DeepSEEK R1 or GPTo1. Still BABA is AI stock. so It should grow, not fall.

$PDD Holdings Inc(PDD)$ Pinduoduo is not unprofitable; in fact, it is highly profitable, with gross margins and net profit margins several times higher than those of other leading e-commerce companies, comparable to the internet giant Tencent.

$Alibaba(BABA)$ Alibaba has finally put down its burdens and set sail again. The big opportunity in AI lies in the enterprise sector, which is Alibaba's forte, and the future harvest should be substantial. Xiaomi, Alibaba, and Tencent are truly companies with low valuations, solid performance, and advanced technology. They are fundamentally sound, which is completely different from the previous blind speculation and indiscriminate price increases of junk assets.

$PDD Holdings Inc(PDD)$ I understand the philosophy of companies like Pinduoduo. As Charlie Munger said, we may spend our entire lives and make great efforts, but we will probably still end up with an ordinary conclusion. The Way says, I am an ordinary person, with no great ambitions, just living a good small life. Pinduoduo's philosophy is similar: we are an ordinary company, with no high expectations, just doing things well, that's all.

$PDD Holdings Inc(PDD)$ As the new week begins, it's important to approach stock market investments with caution, clarity, and a well-defined strategy. Acknowledging the inherent unpredictability of the market is essential, as is balancing potential risks with opportunities for long-term growth. This thoughtful approach can help investors make informed decisions that align with their financial objectives