Main Finance

Personal Investment Journal | Value Investor | $BABA Investor | Not a Financial Advisor

[The Long Investor @TheLongInvest]

I don't know who needs to hear this but the market has NOT topped yet

IPO's will flood the market over the next 3 months before the HORRIFIC weakness comes from September onwards leading into the Mid-Terms

[DZ @dyz_ob]

$BABA : Qwen AI Opens to 3rd-Party Apps with KFC, Luckin Coffee, Mixue and China Eastern Airlines among the first to integrate.

[Brian Tycangco 鄭彥渊 @BrianTycangco]

Hang Seng Tech Index soars 4.7% today and just broke out of its 8-month downtrend! Posts biggest single-day gain since May 2025 as bullish sentiment in onshore tech (i.e. STAR 50 Index) starts to spill over into oversold names in Hong Kong. $KTEC $KWEB $KSTR
$TCEHY +10.5%
$BABA +6.6%
$MPNGF +9.3%
$BYDDF +6.6%
$JD +6.8%
$LNVGF +5.3%
$XPEV +6.2%
$LI +5.7%
$NIO +8.3%

[DZ @dyz_ob]

$BABA : Alibaba-W (https://t.co/nqStOFsXIx) Surges Over 5% Intraday as Qwen3.7-Plus Officially Launched by Its Subsidiary Tongyi Labs.

[Yannis Stamatopoulos @Arkalos77]

At the peak of the position (end of Q3 2020 / September 30, 2020), Micron Technology $MU represented 41.09% of Himalaya Capital Management’s total 13F portfolio.

In Q2 2023, Li Lu fully exited the position at an average price of ~$64.22.

Today $mu trades at $950. Li lu’s position would be worth $ 10,902,696,850.

The great Li lu left approximately $10.19 billion on the table just on Micron, a tip from Pabrai who also made the same costly mistake.

Selling your winners early is the biggest mistake in investing. Geniuses are not immune.

[The Transcript @TheTranscript_]

$BABA CEO: “This quarter, Cloud Intelligence Group's annualized AI-related product revenue has surpassed RMB 35.8 billion, continuing to maintain triple-digit growth. AI-related product revenue now accounts for 30% of Cloud Intelligence Group's external revenue. We expect that in about 1 year, AI-related product revenue will cross the 50% threshold, becoming the primary engine driving the cloud business' revenue growth.

[Steve Burns @SJosephBurns]

"Risk taking is the highest virtue, the only signal that you cannot fake.

- Nicolas Nassim Taleb.

[Steve Burns @SJosephBurns]

“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”

— Stanley Druckenmiller.

[WarInChineseBuffet 🇨🇳 @dirtygreenpaper]

$RDDT

S&P inclusion will initiate the fomo stage. NFA.

[The Market Ear @themarketear]

Nobody owns enough China tech if this breakout starts accelerating.
https://t.co/wT1dsyuSBE

[Main Finance @mainfinance1]

@dirtygreenpaper every dog has its day! (proud owner of these dogs)

[Benzinga @Benzinga]

Alibaba Labeled 'China's Google' By Citi. $BABA

https://t.co/DEjgdPI9Za

[Hardik Shah @AIStockSavvy]

$BABA | Alibaba Group CEO:

➤ AI-related revenue is expected to cross the 50% threshold within about a year, becoming the primary driver of cloud revenue growth

➤ The company is seeing “exponential growth” in AI model and application services revenue, supported by both foundation model services and AI-native software

➤ Token consumption volumes on the model services platform increased substantially QoQ

➤ Model & application services ARR, including the Model Studio platform, is expected to exceed RMB 10B in the June quarter and reach RMB 30B by year-end

➤ T-Head’s proprietary GPU chips are now in scaled mass production, with more than 60% of compute capacity already serving external customers

➤ Rising agent-based AI workloads have significantly boosted demand for traditional cloud infrastructure products, including CPU, storage, and container services

[The Long Investor @TheLongInvest]

$BABA
$BIDU

[DZ @dyz_ob]

$BABA : Benchmark Co. Maintains Alibaba With Buy Rating, Raises Target Price from $195 to $220.

[Prof @TheProfInvestor]

You know what's crazy?

People will hold a losing position for months hoping it comes back.

But they'll sell a winning position after 3 days because "it might pull back."

Backwards. Completely backwards.

[The Long Investor @TheLongInvest]

$BABA a break above the 50 WMA at $142 and this is moving back to the Mean Reversion Zone again and moving to $230

[Brian Coughlin @EquityBrian]

$BABA: Alibaba to integrate Qwen Al with Taobao, launch agentic shopping, source says

https://t.co/tkPLBMjvjA

[CN Wire @Sino_Market]

Alibaba is preparing to unveil the integration of its AI platform Qwen and online ​marketplace Taobao, a move that seeks to ‌drive shopping with conversations rather than keyword searches, according to a source familiar with the decision.
The move will enable ​consumers to browse, compare and purchase items ​via the Qwen app by chatting with the ⁠artificial intelligence agent, rather than manually navigating ​product listings.
#CHINA #ALIBABA $BABA #TECH #AI #QWEN #TAOBAO
https://t.co/i73pWjLwO4

[Swiss Knife Investor @SwissKnifeInv]

$BABA at $141.

$140 was the wall. Two rejections. Now it's through.

If it holds, $190 is the next magnet.

I entered at $130. I'm not touching it.