To The Moon

$Alibaba(BABA)$ $NVIDIA(NVDA)$  $Baidu(BIDU)$  🚨 Alibaba $BABA just delivered a wake-up call to the market.

After collapsing to an 18-month low only two weeks ago, $BABA has exploded more than 10% in a single session, marking its biggest rally since August 2025.

Is this simply a relief rally, or the start of a major trend reversal?

Several catalysts are aligning at once.

🇨🇳 Investors appear to be rotating capital out of South Korean and Taiwanese semiconductor stocks and back into Chinese technology leaders.

💰 Local reports indicate Alibaba’s June quarter saw narrower instant-commerce losses while maintaining healthy profitability ahead of earnings, suggesting operational discipline is beginning to pay off.

☁️ Jefferies has reiterated its Buy rating with a $185 price target, highlighting accelerating AliCloud growth driven by AI demand. As AI infrastructure spending continues to surge, cloud could become Alibaba’s most powerful earnings engine.

Even the technical picture has flipped dramatically.

📈 Biggest one-day gain since August 2025

📉 RSI entered today’s session at just 21, signalling deeply oversold conditions

🎯 Price is now challenging its year-over-year breakeven level after an explosive rebound

Here’s what really caught my attention.

Options traders may want to keep $BABA firmly on their watchlist. Over the past year, the stock has repeatedly moved more than the options market expected. When realised volatility consistently exceeds implied volatility, it often signals traders are underestimating the magnitude of future price swings.

Another potential tailwind?

Reports suggest China may allow purchases of NVIDIA’s H200 AI chips. While $NVDA traded relatively flat, Chinese technology names responded immediately.

Today’s winners:

🟢 $BABA +10.64%

🟢 $BIDU +4.26%

🟢 $KWEB +3.29%

🟢 $FXI +2.86%

🟢 $TCEHY +2.55%

🟢 $PDD +2.27%

Fun fact: Alibaba began in 1999 with just 18 founders working from Jack Ma’s apartment in Hangzhou. Today, its ecosystem serves hundreds of millions of consumers and businesses across e-commerce, cloud computing, AI, logistics and digital payments.

History has shown that some of the market’s strongest recoveries begin when sentiment is at its weakest. With oversold technicals, improving fundamentals, accelerating AI demand and institutional support all arriving together, today’s move could prove more significant than many investors expect.

❓👉 Do you think today’s breakout marks the beginning of a sustained bull run for Chinese technology, or is this simply another bear market rally before the next leg higher?

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Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀