Max87
05-16
Tough is a given even for other platform but how long Baba stays delusionally in this tough situation depends on how serious management see this & if they realize the issue, how fast they act on it. But it seems that management already made some arrangement with Little Rednote(Xiaohongshu) starting with a small collaboration. It's small likely because of high premium & political-business environment in China. if small collaboration results were great, I believe it'll go through to a bigger form of collaboration or even acquisition if politically allowed.//@Max87:

$BABA-W(09988)$  $Alibaba(BABA)$  I can't imagine 🤯 what PDD'S earnings will show when it comes out next week. They're gonna hammer Baba down real bad. This quarter result shows Baba has lost its identity as it got relegated to the poorest performing e-commerce platform. While it reduces monetization, it's business is slowing down when other platforms were increasing monetization & increasing gmv as we're freely shared by JD. The more management thought that they had it under control the worst it gets for them. They're spending large portion of cash flow on the shiny new toy AI LLM that can't even pay for their admin expenses. They forgot their whole reason for existence is due to their profitable e-commerce business that pays for everything. While they look at their shining new toy, others are looking at their e-commerce business. They forgot they're an e-commerce business.

@Max87：$BABA-W(09988)$ $Alibaba(BABA)$ I can't imagine 🤯 what PDD'S earnings will show when it comes out next week. They're gonna hammer Baba down real bad. This quarter result shows Baba has lost its identity as it got relegated to the poorest performing e-commerce platform. While it reduces monetization, it's business is slowing down when other platforms were increasing monetization & increasing gmv as we're freely shared by JD. The more management thought that they had it under control the worst it gets for them. They're spending large portion of cash flow on the shiny new toy AI LLM that can't even pay for their admin expenses. They forgot their whole reason for existence is due to their profitable e-commerce business that pays for everything. While they look at their shining new toy, others are looking at their e-commerce business. They forgot they're an e-commerce business.
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