Ancient One
08-20

Don't buy now, when to buy ? Qwen is recognised as the go to open weight model. MSFT and AMZN is an example. 

Alibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs
2026 Q2 Earnings Season: Nike Plans More Job Cuts to Boost Sputtering Turnaround, Forecasts Steep Revenue Drop
Nike is deepening its restructuring under CEO Elliott Hill as its woes in China intensify, announcing a plan to cut more ​jobs and shake up its global business divisions after the sportswear giant projected a surprisingly steep drop in full-year revenue.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Ancient One
    09-16
    Ancient One
    There are other pure play Chinese AI but how many of them have the infrastructure? Alibaba cloud business is doing well. They are developing Qwen and giving away Qwen but at certain stage, customers will say they don't want to constantly upgrade hardware and the cloud model will come into play.
Leave a comment
1