Login

u/BaBaBuyey

▲ 11 r/baba

Qwen 3.6 impact

Analyst Bull Case with Qwen 3.6+ Breakout Bull case EOY targets $190–$240+ If Qwen becomes “China’s enterprise AI OS” • Strong adoption inside Alibaba ecosystem (Taobao, Cainiao, AIDC) • Developers build on Qwen API at scale

Cloud AI revenue inflection • AI becomes >50% of cloud revenue (already trending toward this)  • Cloud growth sustains ~40%+

Margin recovery starts late 2026 • AI capex stabilizes • quick commerce losses shrink • operating leverage kicks in

reddit.com
u/BaBaBuyey — 3 days ago
▲ 3 r/baba

For some reason, we are up $3 today; who would’ve ever guessed that…

u/BaBaBuyey — 3 days ago
▲ 7 r/baba

Trump Opens Door for Nvidia H200 Deliveries to Alibaba, Tencent and 8 Additional Companies

u/BaBaBuyey — 5 days ago
▲ 2 r/baba

BABAF today compared to BABA today’s ADR’s; OTC noise_ or China reflected sentiment??

u/BaBaBuyey — 8 days ago
▲ 1 r/baba

Truth is HSI can’t just hold itself up unless the news comes out of China itself like the Ant Financial’ IPO announcement July 2020.

Ever since then with Xi cracked down on technology suppressing corporate growth on a non-China state base platform sentiment has been low. Possibly after this week some positive news from out of China can leverage this.

reddit.com
u/BaBaBuyey — 8 days ago
▲ 19 r/baba

10 more days like this I’ll say it again.. not giving up ! I’m still standing

u/BaBaBuyey — 9 days ago
▲ 24 r/baba

Love the market makers and hedges flushed out all the weak hands at the open. St0ck! was actually under 130 around 5a.m.

💩 news to start; still need to close over 141.01

u/BaBaBuyey — 9 days ago
▲ 6 r/baba

CNBC 🗑️ headline at 5:52am. This is what’s wrong with the stock; constant bashing from the headlines & from the west mostly & then when time to pump it, they will cherish it.

u/BaBaBuyey — 9 days ago