The real debate is more about future generations using the product… they are trying to address this by attacking the freemium side. Listen to the earnings call it will give you color. Truly cheap but until the market sees the strategy working, I find it hard to believe it can have any sustainable rally
Glad to see you back on X bird! Are you back in? Been holding stock steadily and diversified my baba levered plays into other stock. Still think there is massive potential but will take longer than expected to really deliver margin growth and a narrative the market can cling on long term.
Happy to see part of the team back✊
@BrianTycangco Why would chinese mainlanders buy chinese ADRs that are listed in HK? Non dual listed, might get affected, but no reason to buy ADRs when stock connect available
BREAKING:
#AlibabaCloud's token revenue skyrockets 5x in 6 weeks, as China's daily token calls hit 140 trillion - up 1000x from 2024. Read more:
https://t.co/mE8WwNQQRT
📊Alibaba’s Qwen 3.6 Ranks No. 2 Globally in AI Coding Benchmark
Alibaba Group Holding Ltd.’s latest large language model, Qwen 3.6-Plus, ranked second globally on Code Arena, a coding-focused benchmark under LMArena, becoming the highest-ranked Chinese model. The model trailed Anthropic’s Claude-Opus-4.6-Thinking (1540) but outscored offerings from OpenAI and Google, including GPT-5.0-High (1448) and Gemini 3.1 Pro Preview (1440). Released April 2, Qwen 3.6-Plus features native multimodal reasoning and strong coding and agent capabilities, with further models, including a Qwen 3.6-Max version, expected soon.
#CHINA #TECH #AI #ALIBABA $BABA #QWEN
(https://t.co/rkgJZcvwyq)