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NIO AND BABA
Amazon (AMZN) vs. Alibaba (BABA): Since Alibaba's IPO in 2014, Amazon's stock has surged nearly 650%, while Alibaba's stock has risen by only around 120%, illustrating a significant underperformance by Alibaba over that decade. Over the last five years, Alphabet (Google) stock has significantly outperformed Baidu. Alphabet's stock has shown …
i like it -- and it's incredible they even managed to survive... what's your overall timing on Chinese stocks? I am seeing a lot of BABA TA breakouts posts on X these past few days
GOOGL and BABA
BABA for me
$BABA calls anyone? 🐲
BABA?
Yes. Bought BABA at $275 or so in 2019 or so and kept averaging for years around $80. It was my largest position for 4 years and I felt like a failure 😞. Sold for a profit in 2025.
BABA
Yesterday I asked if my puts were gonna print and they didnt print. So now, still holding puts, I am asking if my BABA calls are going to print.
It’s because the govt keeps trying to accuse BABA as the Chinese Palantir lol BABA to $1500 I guess?
I made like 3 or 4 China bull market posts. If you weren’t buying BABA sub $90 idk what to say.
Its up 100% ytd mate. I have some BABA and tencent for China exposure and GOOGL and AMZN for US exposure. Rest is all EU for me
U.S. Stocks Close: All Three Major Indices Fall; Alibaba Rises Over 4% Rough close today Dow down almost 1%, S&P and Nasdaq red too. Felt like the whole market just dragged its feet all day. What caught my eye though was BABA actually showing some life for once, up more …
RYCEy, BABA, RTX
dump NVDA, dump GOOGL, dump SPY, dump BTC Buy the safe heaven chinese-military linked $BABA LMAO (me scrolling my entire watchlist with just 1 good stock actually green in pre)
Core cloud revenue growth from Dec '22 to Q3 '25: $GOOGL +108% $BABA +93% $AMZN (AWS) +54% $MSFT +44% $BIDU +18% Same AI cycle, very different compounding speeds.
I own GOOGL, META, Softbank(OpenAI), NVIDIA and BABA. There is noway I can lose...right?!
BABA, IREN
Are you still holding the 3500 shares of BABA you bought at $75 a year ago for right around $250,000 that's now at $157 a share or roughly right under $600,000? That would be a nice $250,000+ 100% gain in a year doing nothing 🤙🏽
$AMD - they should be at least a $750M market cap if they execute AI play properly. $BABA - self explanatory undervalued stock, e-commerce, AI, Alibaba Cloud, Qwen, Quark and Ant. $NIO - targeting profability at the end of 2026, undervalued against other EV competitors but starting to have its …
Advice on investing strategy, multiple ETFs to add diversification for riskier stock portfolio? Hey folks, Relatively new investor here, just started earlier this year with an inheritance fund, looking for advice on this strategy and balancing risk with security. I have a pretty high risk tolerance for \~50% of my …
BABA. If geopolitical issues subside for a bit. China will win the AI race.
BABA, TSM, 000660.KS, 005930.KS
BABA, Abcellera, CRSP
BABA. Time to look east
$BABA post wrote this shi, got some positive feedback from it. i think this is a safe bet to outperform the market next following years. tell me if im wrong 😨
BABA with the national security FUD every week. Yes BABA helps the Chinese government. And MSFT helps the US government. Shocker.
BABA target price at 190, thank me later
My portfolio is the following, equal weighted(can't be bothered to type it out manually, hoping it pastes from a spreadsheet well): || || |AVGO| |NVDA| |META| |JPM| |NFLX| |PLTR| |WMT| |V| |ORCL| |CSCO| |FIX| |TWLO| |CW| |CIEN| |TLN| |USFD| |WWD| |LITE| |FLEX| |CASY| |IDCC| |AWI| |DY| |TTMI| |EAT| |SANM| |CTRE| …
I know you didn’t ask this - but have you considered selling JD & TME for BABA instead? I think BABA is more undervalued than META but maybe they would be fairly similar deals
BABA, TSM, AMZN, CAI, ZTS, JPM, GS, 000660.KS, 005930.KS
As a long term investor of Google, I will advice keep a watch on Meta. I think the shift to TPU is actually very clever and in a way they might be actually spending their capex where it's needed in a very planned manner. If not Mag7, There's a company …
NBIS, SNAP, QCOM, BABA & XPEV
the only thing popping BABA is if we see jack ma hanging out with xi
BABA has a great setup don’t miss out
Need META and BABA to pump. Cmon Zuck, drop some pics of your ripped body or sth, you can do it!
BABA huge ER, does the meltdown approach. Nowadays, if you have a killer ER expect red. This only happens this much now
All I care about is that BABA is still undervalued, by a lot.
Alibaba posts solid Q2 cloud revenue jumps 34% YoY Alibaba posted a stronger-than-expected Q2, with revenue coming in at 247.8B yuan (~$34.8B) versus the expected 242.6B yuan, up about 5% YoY.The stock is up around 4% in premarket. Most of the attention is on their cloud division, since that’s where …
Alibaba posts solid Q2 cloud revenue jumps 34% YoY Alibaba posted a stronger-than-expected Q2, with revenue coming in at 247.8B yuan (~$34.8B) versus the expected 242.6B yuan, up about 5% YoY.The stock is up around 4% in premarket. Most of the attention is on their cloud division, since that’s where …
(BABA) Alibaba Group Q2 2026 Earnings Call | Live Transcript at 7:30am ET This post contains content not supported on old Reddit. [Click here to view the full post](https://sh.reddit.com/r/wallstreetbets/comments/1p685wo)
BABA will jump no matter what. AI and new app with millions of downloads in the first week, plus they can express better guidance with 🥭 and Xi making up. Looking 📈
Woah, looks like there might be some competition for NVDA in the works! I'd better be careful, unlike I am around AMD and AVGO and BABA and whoever the fuck else is supposedly stealing NVDA's moat.
BABA
SPY or BABA Calls
Random Internet Friends, 5K on weekly BABA Calls or what 🤷♂️🍆
BABA green. OPEN running next 3 years enjoy. Oh and NVDA and PLTR
Cash out 10k put in BABA 1week expiry calls
BABA
Excited for BABA’s earnings PM tmr
Need $BABA to take me to the promise land tomorrow
#Ban Bet Lost /u/Relevant_Economics86 made a bet that BABA would go to 170.0 within **5 days** when it was 160.935 and it did not, so they were banned for a week. Their record is now 0 wins and 1 losses [**Join WSB Discord**](https://discord.gg/wsbverse) | [**⚔**](https://www.reddit.com/r/KarmaCave/)
In my opinion, the generational winners will be companies with the largest datasets will prevail - GOOG=BIDU > APPL> AMZN=BABA > MSFT=META but there will also be industry specific players (like healthcare, i.e., drug discovery , possibly UNH or research hospital like MSK or Duke Univ), defense maybe PLTR, travel …
So BABA is providing support to the Chinese military targeting the U.S. but it remains on the NYSE. Funny how that works
How many of you will lose it all on NIO and BABA? LMAO
Evaluate my Roth IRA portfolio So since 1st of October I went from being 60% up YTD to now being almost flat YTD. I'm mentally frustrated given the amount of time I spend looking at my stocks and trying to make the best decisions. This is my Roth IRA account …
NIO and BABA puts are finna print
US-listed Chinese tech stocks still look cheap vs US peers – what am I missing? (BABA / BIDU / JD / PDD / NTES)
I bought Alibaba (BABA) in 2021 when it was around $175. I watched it drop to $58 at one point. Just recently it ran back up to $190.
I like NTAP, BABA and DELL
The only true value investment I have seen here in my years of lurking was BABA and most people here were shitting on it at the time. People mostly talk about high beta tech and think everything can be qualified as value based on feelings.
My BABA position recovered from -50 to 0%. My speculative positions from 2021 that are -70 to -90% down will never recover but I keep in the portfolio as a reminder. No more meme or hype investing for me.
Sold GOOG for 100% gain. Buying Amazon, BABA, NVO, UNH. Also continuing to DCA into PayPal... Which I believe is heavily undervalued, and a long term winner.
META and BABA
Both are being dominated by BABA but no one's talking about that
JD has been and still is slowly taking market share from BABA and they can coexist, however, there are PDD, Meituan and Douyin (Tiktok) which are entering the market and growing extremely fast, even surpassing JD GMV in just a few years. PDD seems to be in a different segment, …
BABA
Fed minutes at 2PM. Also puts on BABA
I feel your pain, I’ve held BABA for 5 years R.I.P. Rest in pu*^y betch! LFG!
All the market moving news from premarket summarised in one short report MAG7: * AMZN - AMZN just tapped the market for $15B and got nearly $80B in demand with the 40-year bond priced only \~80 bps above Treasuries. Bond market basically has massive confidence in AMZN going forward. Oversubscribed …
BABA nope BUBBA yes!
All the market moving news from premarket summarised in one short report 17/11 MAG7: * NVDA Billionaire investor Peter Thiel fully exited Nvidia in Q3, selling all \~537k shares that were nearly 40% of his fund, per his latest 13F. * GOOGL - is trading higher after its Qwen AI …
All the market moving news from premarket 17/11 MAG7: * NVDA Billionaire investor Peter Thiel fully exited Nvidia in Q3, selling all \~537k shares that were nearly 40% of his fund, per his latest 13F. * GOOGL - is trading higher after its Qwen AI app opened to public beta. …
BABA jan 16 100 strike price puts are 25 a piece. Is it stupid to drop 2,500 on them in case BABA gets delisted from China vs Japan war
will $BABA crash further? we will see today.
BABA
BABA
Easily BABA Picks and shovels as the largest cloud provider in china Monetizes AI for their eCommerce Benefits from any individual cloud companies through cloud compute and equity. This is because they trade cloud compute to AI companies in exchange for equity and never lay out any cash to do …
You can sell the ADR and buy shares of BABA listed in the Hong Kong exchange under the ticker 9988. The conversion ratio is 1 ADR to 8 ordinary shares in the HKE. Hope this helps .
If AI is not a bubble, then you buy all the bubbly AI names. NVDA, TSM, AMD, AVGO, ASML, BABA, GOOG, ORCL, MU, PLTR, NBIS, etc.
sold my BABA puts at the perfect time
Why Chyna stocks dropping? Baidu, BABA, XPeng, et. al. Home grown AI chips and purported self sufficiency news should have been a cheer, no?
Badges / Notes
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Total Off-Exchange Volume: 2.8 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 2/15
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| Oct 31, 2025 | Lisa McClain | $8,000 |
| Oct 30, 2025 | Lisa McClain | $8,000 |
| Oct 30, 2025 | Lisa McClain | $8,000 |
| Oct 21, 2025 | Gil Cisneros | $8,000 |
| Oct 17, 2025 | Gil Cisneros | $32,500 |
| Oct 14, 2025 | Gil Cisneros | $32,500 |
Insider Trades
| Date | Insider | Value |
|---|---|---|
| No recent trades found. | ||
Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 33,819,830 | $5.3 billion | 0.0142% | Sep 30, 2025 |
| Primecap Management Company | 19,988,166 | $3.1 billion | 0.0084% | Sep 30, 2025 |
| FMR, LLC | 11,966,783 | $1.9 billion | 0.0050% | Sep 30, 2025 |
| Goldman Sachs Group Inc | 11,772,859 | $1.9 billion | 0.0049% | Sep 30, 2025 |
| Dodge & Cox Inc. | 10,975,370 | $1.7 billion | 0.0046% | Sep 30, 2025 |
| UBS Group AG | 8,427,575 | $1.3 billion | 0.0035% | Sep 30, 2025 |
| HSBC Holdings PLC | 8,036,101 | $1.3 billion | 0.0034% | Sep 30, 2025 |
| Appaloosa LP | 6,450,000 | $1.0 billion | 0.0027% | Sep 30, 2025 |
| Bank of America Corporation | 6,306,620 | $992.0 million | 0.0026% | Sep 30, 2025 |
| Capital World Investors | 6,038,318 | $949.8 million | 0.0025% | Sep 30, 2025 |

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