To The Moon

I love trading and investing it's really exciting you have alot of opportunities when you invest in the right trade stock markets i look forward to trading in the fiture

Push AI Alibaba okay

“Alibaba at $150 still looks undervalued compared to U.S. big tech. The market keeps pricing in China risk, but the fundamentals don’t match the discount. Their cloud division is ramping up AI services, and user growth on key platforms remains strong. If sentiment or policy pressure eases even slightly, the valuation gap could close fast. The risk is regulatory uncertainty, but risk/reward still looks attractive at this level.”

Alibaba rolling out its Quark AI glasses at 268 USD and 529 USD is a clear signal that China wants its own consumer AI wave. This price point massively undercuts Meta and shows that Alibaba is playing the volume game rather than the luxury game. The bigger question is whether this is the start of a full AI ecosystem or just another hardware experiment. Investors will watch three things closely: 1. Adoption curve If Chinese consumers pick up affordable AI glasses faster than the US market did, Alibaba could own the first large consumer AI hardware base outside the West. 2. Link to cloud and model inference Cheap hardware only matters if it anchors users to Alibaba Cloud and Tongyi Qianwen AI services. If Alibaba can tie hardware to recurring cloud revenue, the stock gains real support. 3. V

Bought some and will buy more if drop..

$Alibaba(BABA)$ Meta who? Alibaba just dropped a bombshell in the AI wearables wars with its Quark AI Glasses hitting shelves in China on November 27, 2025 – starting at a steal of 1,899 yuan ($268) for the G1 model and 3,799 yuan ($536) for the flagship S1. That's undercutting Meta's $799 Ray-Ban AI specs while packing Qwen AI smarts for real-time translation, price scanning, nav reminders, and seamless Taobao/Alipay ties. With a 12MP camera, pro night mode, dual speakers, and 24-hour battery on the S1, Alibaba's not just dipping toes – it's cannonballing into consumer AI, leveraging its e-com empire to challenge global titans. As BABA stock hovers around $157 on November 29, 2025 (up 0.16% in after-hours yesterday), is this the catalyst to recla

The glasses of Alibaba looks nice 👍 

🥊 BABA vs. META: The AI Hardware War Has Begun (And the Market is Wrong) Alibaba just threw a massive haymaker at the consumer AI market, and if you are only looking at the daily stock charts, you are missing the bigger picture. The headline news is that Alibaba ($Alibaba(BABA)$  $Alibaba(BABA)$  ) has officially launched its Quark AI Glasses. But the real story isn't just the launch; it’s the pricing strategy and what it tells us about Alibaba’s new "Gateway" dominance. 1. The Tale of the Tape: Price & Specs 📉 Let’s look at the numbers that have everyone talking. The new Quark glasses come in two variants, and the pricing is aggressive enough to make Silicon Valley sweat.  *

My guess is 165

Will it?seessssssssss

Alibaba $BABA-W(09988)$  $Alibaba(BABA)$  Quark AI Glasses mark a bold consumer AI push, priced far below $Meta Platforms, Inc.(META)$  Ray-Ban smart glasses.  With Alibaba's stock trading around USD 157, the big question is whether this is a cheap entry point into China's AI race? Alibaba's Quark AI Glasses Alibaba's move into AI wearables is more than just a gadget launch.  It is a strategic signal Alibaba is ready to take on competition in the AI race. The Quark AI Glasses come in 2 variants : The G1 at 1899 yuan (USD 268) and the S1 at 3

Alibaba’s cloud and AI growth is impressive, but the market clearly wants better margins. Maybe short-term weakness, but long-term story still attractive if they keep

$Alibaba(BABA)$  $BABA-W(09988)$  After much deliberation going through the latest earnings release, I'd say I'm unimpressed by the latest result despite much marketing effort from industry third party sources including independent analyst. Much of the investments into Quick Commerce generated nett revenues growth of +6x% yoy (this is on the small base of Eleme) but at the expense of EBITA down by -7x% yoy (on the huge base of entire core China commerce group). Base on rough assumption, it would be roughly a 4:1 ratio in terms of expense to nett revenue gained. The only redemptions are from Management's verbal assuages that seems to imply higher new customer retention & synergy to

Maybe I did not stare too hard at BABA but seeing the news, it constantly felt like they were stepping around in the market from a position of power, and I believed them beating expectations was highly likely. However I saw at least one opinion that they were losing big, everyone sees things differently I guess. The price wars in their China food delivery platform, the constant updates on their cloud services, even Qwen their AI tool, the news constantly painted a good picture for a likely positive outcome. Chinese brands have an edge over their rivals, because the government will step in to prop them up if the product fits the country's long term vision, or if it simply provides a beatdown for Western rivals (look at EVs, and solar panels). To an extent the AI industry in China gets

The latest large language model released by Singapore's National Artificial Intelligence Program (AISG) this week has abandoned the Llama model under Meta and switched to Alibaba's open source model, (Qwen). According to Alibaba Cloud, the newly released "Sea Lion" large model (Qwen-SEA-LION-v4) by AISG is based on the QWEN3-32B basic model. The model has reportedly quickly taken the top spot on the open source list of Southeast Asian language proficiency, while the previous Llama series of models did not perform well in dealing with regional languages such as Indonesian and Thai$阿里巴巴-W(09988)$  

Alibaba Earnings: Cloud Booms, Instant Retail Soars, But Profits Slump $Alibaba(BABA)$  's FY2026 Q2 revenue was RMB 247.8 billion, up 4.8% year over year and slightly above market expectations. However, adjusted net profit plummeted, indicating continuing pressure of China e-commerce business on profitability. Core Financial Indicators - Revenue was RMB 247.8 billion, up 4.8% year over year, compared with the estimate of RMB 243.2 billion. - Adjusted net profit was RMB 10.35 billion, down 72% year over year, compared with the estimate of RMB 16.8 billion. - Adjusted earnings per ADS were RMB 4.36, versus RMB 15.06 a year earlier, down 71% year over year. Business Segment Breakdown Alibaba China E-commerce Group Chin

Fellow investors, Baba is much under valued as compare with its peer, betting Baba also betting on China in general. Let us go.

predict $169.85. gogogo $Alibaba(BABA)$

Earnings Expectations Alibaba’s FY2026 Q2 preview suggests a mixed picture. Revenue growth of four percent year-on-year is modest but stabilising, signalling that core commerce is no longer contracting. The sharper decline in adjusted net profit, driven by investment spending and margin pressure, will likely dominate headlines. Markets may react negatively if profitability deteriorates faster than expected, even if the top line is in line. Flash Deals will be a key focus. If management shows that user engagement and order volume are rising meaningfully, investors may tolerate weaker margins in the near term. The cloud segment remains the long-term value driver. Any commentary on enterprise adoption, AI-related demand or improved operating discipline could provide support. Is 150 a Reasonab

Rally up to above $162.50

I love trading and investing it's really exciting you have alot of opportunities when you invest in the right trade stock markets i look forward to trading in the fiture

Push AI Alibaba okay

“Alibaba at $150 still looks undervalued compared to U.S. big tech. The market keeps pricing in China risk, but the fundamentals don’t match the discount. Their cloud division is ramping up AI services, and user growth on key platforms remains strong. If sentiment or policy pressure eases even slightly, the valuation gap could close fast. The risk is regulatory uncertainty, but risk/reward still looks attractive at this level.”

$Alibaba(BABA)$ Meta who? Alibaba just dropped a bombshell in the AI wearables wars with its Quark AI Glasses hitting shelves in China on November 27, 2025 – starting at a steal of 1,899 yuan ($268) for the G1 model and 3,799 yuan ($536) for the flagship S1. That's undercutting Meta's $799 Ray-Ban AI specs while packing Qwen AI smarts for real-time translation, price scanning, nav reminders, and seamless Taobao/Alipay ties. With a 12MP camera, pro night mode, dual speakers, and 24-hour battery on the S1, Alibaba's not just dipping toes – it's cannonballing into consumer AI, leveraging its e-com empire to challenge global titans. As BABA stock hovers around $157 on November 29, 2025 (up 0.16% in after-hours yesterday), is this the catalyst to recla

🥊 BABA vs. META: The AI Hardware War Has Begun (And the Market is Wrong) Alibaba just threw a massive haymaker at the consumer AI market, and if you are only looking at the daily stock charts, you are missing the bigger picture. The headline news is that Alibaba ($Alibaba(BABA)$  $Alibaba(BABA)$  ) has officially launched its Quark AI Glasses. But the real story isn't just the launch; it’s the pricing strategy and what it tells us about Alibaba’s new "Gateway" dominance. 1. The Tale of the Tape: Price & Specs 📉 Let’s look at the numbers that have everyone talking. The new Quark glasses come in two variants, and the pricing is aggressive enough to make Silicon Valley sweat.  *

Alibaba $BABA-W(09988)$  $Alibaba(BABA)$  Quark AI Glasses mark a bold consumer AI push, priced far below $Meta Platforms, Inc.(META)$  Ray-Ban smart glasses.  With Alibaba's stock trading around USD 157, the big question is whether this is a cheap entry point into China's AI race? Alibaba's Quark AI Glasses Alibaba's move into AI wearables is more than just a gadget launch.  It is a strategic signal Alibaba is ready to take on competition in the AI race. The Quark AI Glasses come in 2 variants : The G1 at 1899 yuan (USD 268) and the S1 at 3

Alibaba rolling out its Quark AI glasses at 268 USD and 529 USD is a clear signal that China wants its own consumer AI wave. This price point massively undercuts Meta and shows that Alibaba is playing the volume game rather than the luxury game. The bigger question is whether this is the start of a full AI ecosystem or just another hardware experiment. Investors will watch three things closely: 1. Adoption curve If Chinese consumers pick up affordable AI glasses faster than the US market did, Alibaba could own the first large consumer AI hardware base outside the West. 2. Link to cloud and model inference Cheap hardware only matters if it anchors users to Alibaba Cloud and Tongyi Qianwen AI services. If Alibaba can tie hardware to recurring cloud revenue, the stock gains real support. 3. V

Bought some and will buy more if drop..

The glasses of Alibaba looks nice 👍 

My guess is 165

Will it?seessssssssss

$Alibaba(BABA)$  $BABA-W(09988)$  After much deliberation going through the latest earnings release, I'd say I'm unimpressed by the latest result despite much marketing effort from industry third party sources including independent analyst. Much of the investments into Quick Commerce generated nett revenues growth of +6x% yoy (this is on the small base of Eleme) but at the expense of EBITA down by -7x% yoy (on the huge base of entire core China commerce group). Base on rough assumption, it would be roughly a 4:1 ratio in terms of expense to nett revenue gained. The only redemptions are from Management's verbal assuages that seems to imply higher new customer retention & synergy to

Alibaba Earnings: Cloud Booms, Instant Retail Soars, But Profits Slump $Alibaba(BABA)$  's FY2026 Q2 revenue was RMB 247.8 billion, up 4.8% year over year and slightly above market expectations. However, adjusted net profit plummeted, indicating continuing pressure of China e-commerce business on profitability. Core Financial Indicators - Revenue was RMB 247.8 billion, up 4.8% year over year, compared with the estimate of RMB 243.2 billion. - Adjusted net profit was RMB 10.35 billion, down 72% year over year, compared with the estimate of RMB 16.8 billion. - Adjusted earnings per ADS were RMB 4.36, versus RMB 15.06 a year earlier, down 71% year over year. Business Segment Breakdown Alibaba China E-commerce Group Chin

$Alibaba(BABA)$ Buckle up, folks—Alibaba's FY2026 Q2 earnings drop tomorrow, and the buzz is electric! 📈 After sliding from that $192 peak, shares are hovering around $161 today, but whispers of a rebound are growing louder. Analysts are eyeing a revenue pop to about RMB 243 billion, up 4% year-over-year, fueled by e-commerce tweaks and a cloud business that's absolutely crushing it. 😎 But hold the confetti: adjusted net profit might dip to RMB 13.5 billion, down 63%, thanks to hefty investments in flash deals and AI. EPS? Pegged at roughly $0.85, a sharp drop from last year's $2.10, as the company pours cash into growth plays. Will they beat or flop? I'm betting on a mild revenue beat—cloud's AI-driven 26% growth last quarter could steal the show

The impending release of Alibaba's FY2026 Q2 earnings on November 25th is a moment of high tension and pivotal importance for the company and its investors, myself included. While the Bloomberg analyst consensus shows a modest 4% YoY revenue increase to RMB 245.16 billion, the projected sharp drop in profitability, with adjusted net profit expected to fall by 63% and EPS by a staggering 90% to $0.24, is certainly concerning. This reflects the intense competitive pressures in the Chinese e-commerce space and, more crucially, the substantial investment cycle the company is currently undergoing, particularly in its growth areas. My primary focus will not be on whether they "beat" a low bar on profit, but on the narrative management and the outlook for future margin expansion. I believe the ma

The memory sector's performance last week continued to polarize the market: bulls firmly believe HBM is ushering in a new profit cycle, while skeptics argue spot price gains for DRAM/NAND have clearly deviated from fundamentals, resembling the bubble phase seen in 2017–18.I lean toward the opposite of the latter view: Prices are indeed overheated, but the core drivers stem from genuine structural shifts in supply and demand, not speculation.How should I express it?DRAM spot prices rose 5% week-over-week (16Gb DDR4 surged 9% to $37.5), hitting a 25-year high; NAND spot prices climbed even more sharply, with 1Tb/512Gb/256Gb rising 15-22%. Despite thin trading volumes, supply shortages drove up inventory replenishment demand. NVIDIA's Oct-Q revenue reached $5.7 billion (Data Center: $5.1 bill

$Alibaba(BABA)$ is scheduled to release its fiscal Q2 2026 earnings result on 25 November 2025 before market open. Market Sentiment: Cautiously Bullish but Volatile. BABA stock has had a massive run in calendar 2025 (up ~90% YTD), driven by a recovery in China tech sentiment and AI optimism. However, the stock recently pulled back from highs (~$182) to around ~$158 following news of a potential U.S. investigation into its data practices. Consensus Expectations: Revenue: ~RMB 243.2 Billion (~$34.3B USD), representing modest growth of 2–4% YoY. EPS (Non-GAAP): ~$0.85 per ADS. Note that this represents a significant YoY decline (approx. 60% drop) compared to the same quarter last year. Crucial Note: This drop is largely due to heavy CAPEX investments

Alibaba reports earnings before the market opens on Nov 25. After running to $192 in early October, the stock has slid for weeks. Now all eyes are on whether this quarter can turn things around. $Alibaba(BABA)$ $BABA-W(09988)$ Analysts expect revenue of RMB 245.16B (+4%), with adjusted net income plunging -63% YoY to RMB 13.47B, as subsidies for on-demand retail and AI investments weigh on profits.🔍 What Investors Are WatchingE-commerce: Strong traffic, expensive growthTaobao and Tmall are still growing, and user activity keeps improving thanks to the “Flash Sale” push. But the company is spending a lot to compete in ultra-fast delivery. Losses in this segment are still big, even though Alibaba started p

Alibaba reports earnings before the market opens on Nov 25. After running to $192 in early October, the stock has slid for weeks. Now all eyes are on whether this quarter can turn things around. $Alibaba(BABA)$ $BABA-W(09988)$ Analysts expect revenue of RMB 245.16B (+4%), with adjusted net income plunging -63% YoY to RMB 13.47B, as subsidies for on-demand retail and AI investments weigh on profits.🔍 What Investors Are WatchingE-commerce: Strong traffic, expensive growthTaobao and Tmall are still growing, and user activity keeps improving thanks to the “Flash Sale” push. But the company is spending a lot to compete in ultra-fast delivery. Losses in this segment are still big, even though Alibaba started p

Earnings Expectations Alibaba’s FY2026 Q2 preview suggests a mixed picture. Revenue growth of four percent year-on-year is modest but stabilising, signalling that core commerce is no longer contracting. The sharper decline in adjusted net profit, driven by investment spending and margin pressure, will likely dominate headlines. Markets may react negatively if profitability deteriorates faster than expected, even if the top line is in line. Flash Deals will be a key focus. If management shows that user engagement and order volume are rising meaningfully, investors may tolerate weaker margins in the near term. The cloud segment remains the long-term value driver. Any commentary on enterprise adoption, AI-related demand or improved operating discipline could provide support. Is 150 a Reasonab