MTS Macro

Monitoring The Situation...stocks, politics, sports.

[MTS Macro @MTS_Macro]

“AI is becoming a two horse race…I wish there were a #China AI ETF so I could invest in the whole theme.”

There is. It’s $BABA.

When you buy Alibaba, you get:

1. A direct AI revenue stream growing 100%+ YoY for 9 straight quarters
2. A leading open source LLM in @Alibaba_Qwen
3. 36% ownership of Moonshot AI
4. ~30% ownership in MiniMax
5. A minority stake in Zhipu AI
6. A minority stake in Baichuan AI
7. A minority stake in Língyī Wànwù AI
8. Exposure to China’s largest cloud platform (@alibaba_cloud) powering the infrastructure behind all of these models above and many more (~35%+ cloud market share in China)

And on top of all that, you get a retail and logistics giant actively embedding AI across its core commerce and fulfillment ecosystem.

If you want broad exposure to #China AI, $BABA is the closest thing to owning the entire theme.

[MTS Macro @MTS_Macro]

@TheValueTrade These shits are going lower

[MTS Macro @MTS_Macro]

@ConvexDispatch Was improving until they started giving everything away for free

[MTS Macro @MTS_Macro]

@feanor_legend I agree with that 100% but my point is that Anthropic and Qwen are not comparable business models. Way too different growth and profitability. Not even in the same ballpark.

[MTS Macro @MTS_Macro]

@feanor_legend Anthropic is profitable. Is Alibaba’s AI model business profitable?

[MTS Macro @MTS_Macro]

@TheValueTrade Just hope it’s not too late

[MTS Macro @MTS_Macro]

@InvestingAddict Top signal

[MTS Macro @MTS_Macro]

@rtmccombs NBA teams shouldn’t go after dudes who are better at recruiting than they are coaching

[MTS Macro @MTS_Macro]

@BrianTycangco National team

[MTS Macro @MTS_Macro]

@HananDery @Richardgoesblah Ladd deserves a mega contract?

[MTS Macro @MTS_Macro]

@BrianTycangco It’s the national team

[MTS Macro @MTS_Macro]

@0xDamien What are you going to do about the national team dumping shares every session?

[MTS Macro @MTS_Macro]

@madlbeers @TheDirector_YT Cursed with a QB who won’t show up for practice with the rest of our dogs

[MTS Macro @MTS_Macro]

@madlbeers @TheDirector_YT Our franchise is cursed too

[MTS Macro @MTS_Macro]

@TheBodtrainer @bryan_johnson That’s the point of Reta…weight loss that minimizes muscle loss

[MTS Macro @MTS_Macro]

@BrianTycangco It’s actually the only explanation

[MTS Macro @MTS_Macro]

@BrianTycangco Why doesn’t baba react on well to model releases?

[MTS Macro @MTS_Macro]

@CCalleInvesting THIS DOES NOT MATTER IF THE NATIONAL TEAM IS GOING TO SELL OFF THE STOCK EVERY SINGLE HK SESSION

[MTS Macro @MTS_Macro]

@eose_bull National team sells it every night. Once national team has sold their shares…what happens to it then?

[MTS Macro @MTS_Macro]

@EquityBrian This explains the constant sell block for BABA / KWEB every single night in HK session…wonder when they’ve sold enough…and when that happens how the stock moves when it’s not weighed down every session