@eose_bull Am long also. I think the next quarter is going to be inflection quarter and market can’t deny results if good. This was the most transparent earnings call with sold actual targets that is a change in tone for me. So next quarter will be the key imo
@RamonInvests@dirtygreenpaper Yes let’s cherry pick time frames on anything to fit narratives. “ Nvidia (NVDA) has historically delivered significantly larger long-term gains, surging over \(1,100\%\) over the last three years compared to AMD's roughly \(200\%\) gain during the same period. “
I’m $baba for my thesis into earnings there isn’t much lead time from last earnings to this which I suspect is a reason to be bullish.
Alibaba officially announced the May 13 report date on April 29, 2026 — that’s only about 2 weeks of lead time before the report.
$baba The tea leaves are reasonably favorable. Management directly flagged the Q3 miss as timing/macro driven and specifically called out March quarter recovery. Cloud acceleration was real (35% external growth, MaaS expected to be their largest cloud product).