To The Moon

Very bullish on ALIBABA price target $250

Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta

The tiger has been sleeping, not dead. 🐅 Alibaba’s AI infrastructure, cloud dominance, and depressed valuation make this more than just a short-term bounce if China’s tech sentiment truly turns. The question isn’t whether BABA can run — it’s how much upside was ignored while everyone chased expensive U.S. AI names. $Alibaba(BABA)$ $Alibaba(BABA)$ $Alibaba(BABA)$

Alibaba just had its best trading day in nearly a year — up 11% as I'm writing this, with the Hong Kong-listed shares up 12% at their peak. JD.com added 3.8%, Baidu jumped 6.4%, Tencent gained 4%. Something shifted today, and it's worth understanding what actually happened. The immediate spark was a pre-earnings analyst briefing — Alibaba told analysts that losses in its instant-commerce segment narrowed significantly during the June quarter, while the rest of the business stayed profitable. That matters because instant commerce has been the single biggest overhang on the stock. Last quarter those losses hit so hard that adjusted EBITA dropped 84% even as revenue grew to $35.3 billion. Any signal that the bleeding is slowing changes the whole setup into the next earnings print. UBS analyst

$BABA-W(09988)$  

$BABA-W(09988)$  Bull run coming

$Alibaba(BABA)$ sell at good price

$Alibaba(BABA)$  surged over 12% today on nearly 39 million shares, showing significant demand returning to China tech after a period where many overlooked it. I had been watching this name before sentiment shifted. A move of this size can change the whole setup. If the breakout holds, the next area to watch is around $125-$130, which would be another 13%-18% from current levels. Factors like AI, cloud, buybacks, and improving investor sentiment are all in the discussion now. The big question is whether this is a short-term squeeze or the beginning of a broader re-rating.

$BABA 20260807 93.0 PUT$  

$Alibaba(BABA)$ $NVIDIA(NVDA)$  $Baidu(BIDU)$  🚨 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 ear

$BABA 20260710 96.0 PUT$  

Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta

$Alibaba(BABA)$ $NVIDIA(NVDA)$  $Baidu(BIDU)$  🚨 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 ear

Very bullish on ALIBABA price target $250

Alibaba just had its best trading day in nearly a year — up 11% as I'm writing this, with the Hong Kong-listed shares up 12% at their peak. JD.com added 3.8%, Baidu jumped 6.4%, Tencent gained 4%. Something shifted today, and it's worth understanding what actually happened. The immediate spark was a pre-earnings analyst briefing — Alibaba told analysts that losses in its instant-commerce segment narrowed significantly during the June quarter, while the rest of the business stayed profitable. That matters because instant commerce has been the single biggest overhang on the stock. Last quarter those losses hit so hard that adjusted EBITA dropped 84% even as revenue grew to $35.3 billion. Any signal that the bleeding is slowing changes the whole setup into the next earnings print. UBS analyst

The tiger has been sleeping, not dead. 🐅 Alibaba’s AI infrastructure, cloud dominance, and depressed valuation make this more than just a short-term bounce if China’s tech sentiment truly turns. The question isn’t whether BABA can run — it’s how much upside was ignored while everyone chased expensive U.S. AI names. $Alibaba(BABA)$ $Alibaba(BABA)$ $Alibaba(BABA)$

$Alibaba(BABA)$  surged over 12% today on nearly 39 million shares, showing significant demand returning to China tech after a period where many overlooked it. I had been watching this name before sentiment shifted. A move of this size can change the whole setup. If the breakout holds, the next area to watch is around $125-$130, which would be another 13%-18% from current levels. Factors like AI, cloud, buybacks, and improving investor sentiment are all in the discussion now. The big question is whether this is a short-term squeeze or the beginning of a broader re-rating.

$BABA-W(09988)$  

$BABA-W(09988)$  Bull run coming

$Alibaba(BABA)$ sell at good price

$BABA 20260807 93.0 PUT$  

$BABA 20260710 96.0 PUT$