Alibaba Surges 11% as China AI Stocks Rally — Can the Re-Rating Last?

Alibaba (BABA) soared 11.05% to $109, while its Hong Kong shares (09988) rose 4.56% — leading a broad rally in Chinese AI stocks. The driver: a rising tide of China AI optimism, as markets reprice the long-suppressed valuations of Chinese tech giants in the AI era. As the flagship of China's cloud and AI infrastructure, Alibaba is now the standard-bearer for a Chinese ADR re-rating. With capital rotating out of crowded U.S. AI names toward cheaper Chinese ones, is this 11% jump the start of a sustained re-rating — or just an oversold bounce?

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Tiger_comments

07-09 17:37

Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?

Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta

Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?

Barcode

07-09 02:54

$Alibaba(BABA)$ $NVIDIA(NVDA)$ $Baidu(BIDU)$ 🚨 Alibaba $BABA just delivered a wake-up call to the market. After collapsing to an 18-month low only two weeks ago, $BABA has exploded more than 10% in a single session, marking its biggest rally since August 2025. Is this simply a relief rally, or the start of a major trend reversal? Several catalysts are aligning at once. 🇨🇳 Investors appear to be rotating capital out of South Korean and Taiwanese semiconductor stocks and back into Chinese technology leaders. 💰 Local reports indicate Alibaba’s June quarter saw narrower instant-commerce losses while maintaining healthy profitability ahead of ear

Patmos

03:27

Bullish on ALIBABA stock price target to $250 by year's end

Patmos

07-09 18:24

Very bullish on ALIBABA price target $250

Dxd

07-09 11:49

Alibaba just had its best trading day in nearly a year — up 11% as I'm writing this, with the Hong Kong-listed shares up 12% at their peak. JD.com added 3.8%, Baidu jumped 6.4%, Tencent gained 4%. Something shifted today, and it's worth understanding what actually happened. The immediate spark was a pre-earnings analyst briefing — Alibaba told analysts that losses in its instant-commerce segment narrowed significantly during the June quarter, while the rest of the business stayed profitable. That matters because instant commerce has been the single biggest overhang on the stock. Last quarter those losses hit so hard that adjusted EBITA dropped 84% even as revenue grew to $35.3 billion. Any signal that the bleeding is slowing changes the whole setup into the next earnings print. UBS analyst

Gilly87

07-09 13:49

The tiger has been sleeping, not dead. 🐅 Alibaba’s AI infrastructure, cloud dominance, and depressed valuation make this more than just a short-term bounce if China’s tech sentiment truly turns. The question isn’t whether BABA can run — it’s how much upside was ignored while everyone chased expensive U.S. AI names. $Alibaba(BABA)$ $Alibaba(BABA)$ $Alibaba(BABA)$

Wallis Francis

07-09 06:12

$Alibaba(BABA)$ surged over 12% today on nearly 39 million shares, showing significant demand returning to China tech after a period where many overlooked it. I had been watching this name before sentiment shifted. A move of this size can change the whole setup. If the breakout holds, the next area to watch is around $125-$130, which would be another 13%-18% from current levels. Factors like AI, cloud, buybacks, and improving investor sentiment are all in the discussion now. The big question is whether this is a short-term squeeze or the beginning of a broader re-rating.

TWT1

07-09 11:39

$BABA-W(09988)$

King26

07-09 07:11

$Alibaba(BABA)$ sell at good price

BernardLL

07-09 09:53

$BABA-W(09988)$ Bull run coming

T184_Options

07-09 04:43

$BABA 20260807 93.0 PUT$

歡笑

07-08 23:34

$BABA 20260710 96.0 PUT$

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On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta","listText":"Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta","text":"Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta","images":[{"img":"https://community-static.tradeup.com/news/a73c965b59b89f7441b62ce940744dc0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":149,"commentSize":12,"repostSize":18,"link":"https://ttm.financial/post/583921909874912","isVote":1,"tweetType":1,"viewCount":8846,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4175237419056872","idStr":"4175237419056872"},"content":"I think AI is changing the logic of how the market views memory chips. In the past, everyone only cared about inventory, quotation and prosperity cycle, but now they are more concerned about whether HBM will become a long-term need for AI development. As long as AI models get bigger and bigger and data centers continue to expand, the importance of high-bandwidth memory will continue to increase, and it has gradually changed from a supporting role to an indispensable part of AI infrastructure.","text":"I think AI is changing the logic of how the market views memory chips. In the past, everyone only cared about inventory, quotation and prosperity cycle, but now they are more concerned about whether HBM will become a long-term need for AI development. As long as AI models get bigger and bigger and data centers continue to expand, the importance of high-bandwidth memory will continue to increase, and it has gradually changed from a supporting role to an indispensable part of AI infrastructure.","html":"I think AI is changing the logic of how the market views memory chips. In the past, everyone only cared about inventory, quotation and prosperity cycle, but now they are more concerned about whether HBM will become a long-term need for AI development. As long as AI models get bigger and bigger and data centers continue to expand, the importance of high-bandwidth memory will continue to increase, and it has gradually changed from a supporting role to an indispensable part of AI infrastructure."},{"author":{"id":"4204679897316052","authorId":"4204679897316052","name":"長髮哥","avatar":"https://community-static.tradeup.com/news/231347b08e1797ebb6133d3b893d6809","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4204679897316052","idStr":"4204679897316052"},"content":"Legacy storage (HDD/SSD) giants Witten Electronics (WDC) and Seagate Technologies (STX): These two are global oligopolies of traditional hard disks (HDD) and flash memory (SSD). Positioning Differences: They don't make HBMs. However, in the AI era, huge AI models need a huge \"data repository\" for training and archiving. Therefore, with the expansion of AI infrastructure (Data Center), these two companies have also gained significant market share and valuation reappraisal in the demand for \"cold Data storage\" and Data Center construction.","text":"Legacy storage (HDD/SSD) giants Witten Electronics (WDC) and Seagate Technologies (STX): These two are global oligopolies of traditional hard disks (HDD) and flash memory (SSD). Positioning Differences: They don't make HBMs. However, in the AI era, huge AI models need a huge \"data repository\" for training and archiving. Therefore, with the expansion of AI infrastructure (Data Center), these two companies have also gained significant market share and valuation reappraisal in the demand for \"cold Data storage\" and Data Center construction.","html":"Legacy storage (HDD/SSD) giants Witten Electronics (WDC) and Seagate Technologies (STX): These two are global oligopolies of traditional hard disks (HDD) and flash memory (SSD). Positioning Differences: They don't make HBMs. However, in the AI era, huge AI models need a huge \"data repository\" for training and archiving. Therefore, with the expansion of AI infrastructure (Data Center), these two companies have also gained significant market share and valuation reappraisal in the demand for \"cold Data storage\" and Data Center construction."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":583852981776424,"gmtCreate":1783576158200,"gmtModify":1783576161621,"author":{"id":"4239243736653242","authorId":"4239243736653242","name":"Gilly87","avatar":"https://community-static.tradeup.com/news/0dc2f27f39a1edf65cb9db19fb26de23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4239243736653242","idStr":"4239243736653242"},"themes":[],"title":"","htmlText":"The tiger has been sleeping, not dead. 🐅 Alibaba’s AI infrastructure, cloud dominance, and depressed valuation make this more than just a short-term bounce if China’s tech sentiment truly turns. The question isn’t whether BABA can run — it’s how much upside was ignored while everyone chased expensive U.S. AI names. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>","listText":"The tiger has been sleeping, not dead. 🐅 Alibaba’s AI infrastructure, cloud dominance, and depressed valuation make this more than just a short-term bounce if China’s tech sentiment truly turns. The question isn’t whether BABA can run — it’s how much upside was ignored while everyone chased expensive U.S. AI names. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>","text":"The tiger has been sleeping, not dead. 🐅 Alibaba’s AI infrastructure, cloud dominance, and depressed valuation make this more than just a short-term bounce if China’s tech sentiment truly turns. The question isn’t whether BABA can run — it’s how much upside was ignored while everyone chased expensive U.S. AI names. $Alibaba(BABA)$ $Alibaba(BABA)$ $Alibaba(BABA)$","images":[{"img":"https://community-static.tradeup.com/news/e07be9b3a194916de136c8a4f82e5711","width":"1080","height":"1419"},{"img":"https://community-static.tradeup.com/news/673dc039610fc8f71a87fdb1a59a7bde","width":"1080","height":"3917"},{"img":"https://community-static.tradeup.com/news/2afe4eb276a3071629e7ca182269c81f","width":"1080","height":"1820"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583852981776424","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":583838702543520,"gmtCreate":1783568960888,"gmtModify":1783569691558,"author":{"id":"3568436542684807","authorId":"3568436542684807","name":"Dxd","avatar":"https://static.tigerbbs.com/49c95aaae24a549d5d2835b3ac33b779","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568436542684807","idStr":"3568436542684807"},"themes":[],"title":"","htmlText":"Alibaba just had its best trading day in nearly a year — up 11% as I'm writing this, with the Hong Kong-listed shares up 12% at their peak. JD.com added 3.8%, Baidu jumped 6.4%, Tencent gained 4%. Something shifted today, and it's worth understanding what actually happened. The immediate spark was a pre-earnings analyst briefing — Alibaba told analysts that losses in its instant-commerce segment narrowed significantly during the June quarter, while the rest of the business stayed profitable. That matters because instant commerce has been the single biggest overhang on the stock. Last quarter those losses hit so hard that adjusted EBITA dropped 84% even as revenue grew to $35.3 billion. Any signal that the bleeding is slowing changes the whole setup into the next earnings print. UBS analyst","listText":"Alibaba just had its best trading day in nearly a year — up 11% as I'm writing this, with the Hong Kong-listed shares up 12% at their peak. JD.com added 3.8%, Baidu jumped 6.4%, Tencent gained 4%. Something shifted today, and it's worth understanding what actually happened. The immediate spark was a pre-earnings analyst briefing — Alibaba told analysts that losses in its instant-commerce segment narrowed significantly during the June quarter, while the rest of the business stayed profitable. That matters because instant commerce has been the single biggest overhang on the stock. Last quarter those losses hit so hard that adjusted EBITA dropped 84% even as revenue grew to $35.3 billion. Any signal that the bleeding is slowing changes the whole setup into the next earnings print. UBS analyst","text":"Alibaba just had its best trading day in nearly a year — up 11% as I'm writing this, with the Hong Kong-listed shares up 12% at their peak. JD.com added 3.8%, Baidu jumped 6.4%, Tencent gained 4%. Something shifted today, and it's worth understanding what actually happened. The immediate spark was a pre-earnings analyst briefing — Alibaba told analysts that losses in its instant-commerce segment narrowed significantly during the June quarter, while the rest of the business stayed profitable. That matters because instant commerce has been the single biggest overhang on the stock. Last quarter those losses hit so hard that adjusted EBITA dropped 84% even as revenue grew to $35.3 billion. Any signal that the bleeding is slowing changes the whole setup into the next earnings print. UBS analyst","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583838702543520","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583836771738368,"gmtCreate":1783568378558,"gmtModify":1783578129146,"author":{"id":"3583981851963877","authorId":"3583981851963877","name":"TWT1","avatar":"https://static.tigerbbs.com/ebee6214181bd2ec3136cb7f561c961e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583981851963877","idStr":"3583981851963877"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a>&nbsp;","text":"$BABA-W(09988)$","images":[{"img":"https://community-static.tradeup.com/news/b0cb12639dc6ee40cf0f769904ee5c9c","width":"1010","height":"1610"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583836771738368","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":583810256892736,"gmtCreate":1783561983715,"gmtModify":1783578129334,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/394a3bcfbe9cedca3b2695131f57bb6d","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3567412323589940","idStr":"3567412323589940"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> Bull run coming","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> Bull run coming","text":"$BABA-W(09988)$ Bull run coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583810256892736","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583770773131880,"gmtCreate":1783552265150,"gmtModify":1783578129399,"author":{"id":"4242300585170842","authorId":"4242300585170842","name":"King26","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242300585170842","idStr":"4242300585170842"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a> sell at good price","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a> sell at good price","text":"$Alibaba(BABA)$ sell at good price","images":[{"img":"https://community-static.tradeup.com/news/cd8cca2c6534a6ff46c4b9b05b6668f6","width":"1006","height":"1562"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583770773131880","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":583794809000016,"gmtCreate":1783548764000,"gmtModify":1783578129457,"author":{"id":"10000000000011486","authorId":"10000000000011486","name":"Wallis Francis","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011486","idStr":"10000000000011486"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> surged over 12% today on nearly 39 million shares, showing significant demand returning to China tech after a period where many overlooked it. I had been watching this name before sentiment shifted. A move of this size can change the whole setup. If the breakout holds, the next area to watch is around $125-$130, which would be another 13%-18% from current levels. Factors like AI, cloud, buybacks, and improving investor sentiment are all in the discussion now. The big question is whether this is a short-term squeeze or the beginning of a broader re-rating.","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> surged over 12% today on nearly 39 million shares, showing significant demand returning to China tech after a period where many overlooked it. I had been watching this name before sentiment shifted. A move of this size can change the whole setup. If the breakout holds, the next area to watch is around $125-$130, which would be another 13%-18% from current levels. Factors like AI, cloud, buybacks, and improving investor sentiment are all in the discussion now. The big question is whether this is a short-term squeeze or the beginning of a broader re-rating.","text":"$Alibaba(BABA)$ surged over 12% today on nearly 39 million shares, showing significant demand returning to China tech after a period where many overlooked it. I had been watching this name before sentiment shifted. A move of this size can change the whole setup. If the breakout holds, the next area to watch is around $125-$130, which would be another 13%-18% from current levels. Factors like AI, cloud, buybacks, and improving investor sentiment are all in the discussion now. The big question is whether this is a short-term squeeze or the beginning of a broader re-rating.","images":[{"img":"https://community-static.tradeup.com/news/3bd6d357fc7340bca15e1f6470178201","width":"443","height":"284"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583794809000016","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":583734394086904,"gmtCreate":1783543409766,"gmtModify":1783578129520,"author":{"id":"3580932080159331","authorId":"3580932080159331","name":"T184_Options","avatar":"https://static.tigerbbs.com/dd532cf25fd48cfce2c228adc39e924f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580932080159331","idStr":"3580932080159331"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/BABA 20260807 93.0 PUT\">$BABA 20260807 93.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/BABA 20260807 93.0 PUT\">$BABA 20260807 93.0 PUT$ </a>&nbsp;","text":"$BABA 20260807 93.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/5e2bed3128e196b59e86aaf6f23a60ac","width":"794","height":"1318"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583734394086904","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":583707217453832,"gmtCreate":1783536860250,"gmtModify":1783578129584,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$&nbsp;</a> 🚨 Alibaba $BABA just delivered a wake-up call to the market. After collapsing to an 18-month low only two weeks ago, $BABA has exploded more than 10% in a single session, marking its biggest rally since August 2025. Is this simply a relief rally, or the start of a major trend reversal? Several catalysts are aligning at once. 🇨🇳 Investors appear to be rotating capital out of South Korean and Taiwanese semiconductor stocks and back into Chinese technology leaders. 💰 Local reports indicate Alibaba’s June quarter saw narrower instant-commerce losses while maintaining healthy profitability ahead of ear","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$&nbsp;</a> 🚨 Alibaba $BABA just delivered a wake-up call to the market. After collapsing to an 18-month low only two weeks ago, $BABA has exploded more than 10% in a single session, marking its biggest rally since August 2025. Is this simply a relief rally, or the start of a major trend reversal? Several catalysts are aligning at once. 🇨🇳 Investors appear to be rotating capital out of South Korean and Taiwanese semiconductor stocks and back into Chinese technology leaders. 💰 Local reports indicate Alibaba’s June quarter saw narrower instant-commerce losses while maintaining healthy profitability ahead of ear","text":"$Alibaba(BABA)$ $NVIDIA(NVDA)$ $Baidu(BIDU)$ 🚨 Alibaba $BABA just delivered a wake-up call to the market. After collapsing to an 18-month low only two weeks ago, $BABA has exploded more than 10% in a single session, marking its biggest rally since August 2025. Is this simply a relief rally, or the start of a major trend reversal? Several catalysts are aligning at once. 🇨🇳 Investors appear to be rotating capital out of South Korean and Taiwanese semiconductor stocks and back into Chinese technology leaders. 💰 Local reports indicate Alibaba’s June quarter saw narrower instant-commerce losses while maintaining healthy profitability ahead of ear","images":[{"img":"https://community-static.tradeup.com/news/fc93b90bbeecfa4a7f9c5bd27a0558eb","width":"1641","height":"1917"},{"img":"https://community-static.tradeup.com/news/522170d9112fad1017f58d1211e22521","width":"1472","height":"981"},{"img":"https://community-static.tradeup.com/news/472dce90510e74fdfabb18f62a5b30c6","width":"1472","height":"1643"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":7,"repostSize":15,"link":"https://ttm.financial/post/583707217453832","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/394a3bcfbe9cedca3b2695131f57bb6d","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3567412323589940","idStr":"3567412323589940"},"content":"Rotation out of bubble assets should be the best strategy now and there’s no place safer than the HK markets which are at extremely low valuations now","text":"Rotation out of bubble assets should be the best strategy now and there’s no place safer than the HK markets which are at extremely low valuations now","html":"Rotation out of bubble assets should be the best strategy now and there’s no place safer than the HK markets which are at extremely low valuations now"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":583658494956664,"gmtCreate":1783524857573,"gmtModify":1783578129646,"author":{"id":"4216346126897212","authorId":"4216346126897212","name":"歡笑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216346126897212","idStr":"4216346126897212"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/BABA 20260710 96.0 PUT\">$BABA 20260710 96.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/BABA 20260710 96.0 PUT\">$BABA 20260710 96.0 PUT$ </a>&nbsp;","text":"$BABA 20260710 96.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/4057a270a29ebcebba10192effa54388","width":"1080","height":"2313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583658494956664","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":583921909874912,"gmtCreate":1783589822607,"gmtModify":1783608600273,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?","htmlText":"Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta","listText":"Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta","text":"Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta","images":[{"img":"https://community-static.tradeup.com/news/a73c965b59b89f7441b62ce940744dc0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":149,"commentSize":12,"repostSize":18,"link":"https://ttm.financial/post/583921909874912","isVote":1,"tweetType":1,"viewCount":8846,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"idStr":"4175237419056872","authorIdStr":"4175237419056872"},"content":"I think AI is changing the logic of how the market views memory chips. In the past, everyone only cared about inventory, quotation and prosperity cycle, but now they are more concerned about whether HBM will become a long-term need for AI development. As long as AI models get bigger and bigger and data centers continue to expand, the importance of high-bandwidth memory will continue to increase, and it has gradually changed from a supporting role to an indispensable part of AI infrastructure.","text":"I think AI is changing the logic of how the market views memory chips. In the past, everyone only cared about inventory, quotation and prosperity cycle, but now they are more concerned about whether HBM will become a long-term need for AI development. As long as AI models get bigger and bigger and data centers continue to expand, the importance of high-bandwidth memory will continue to increase, and it has gradually changed from a supporting role to an indispensable part of AI infrastructure.","html":"I think AI is changing the logic of how the market views memory chips. In the past, everyone only cared about inventory, quotation and prosperity cycle, but now they are more concerned about whether HBM will become a long-term need for AI development. As long as AI models get bigger and bigger and data centers continue to expand, the importance of high-bandwidth memory will continue to increase, and it has gradually changed from a supporting role to an indispensable part of AI infrastructure."},{"author":{"id":"4204679897316052","authorId":"4204679897316052","name":"長髮哥","avatar":"https://community-static.tradeup.com/news/231347b08e1797ebb6133d3b893d6809","crmLevel":11,"crmLevelSwitch":0,"idStr":"4204679897316052","authorIdStr":"4204679897316052"},"content":"Legacy storage (HDD/SSD) giants Witten Electronics (WDC) and Seagate Technologies (STX): These two are global oligopolies of traditional hard disks (HDD) and flash memory (SSD). Positioning Differences: They don't make HBMs. However, in the AI era, huge AI models need a huge \"data repository\" for training and archiving. Therefore, with the expansion of AI infrastructure (Data Center), these two companies have also gained significant market share and valuation reappraisal in the demand for \"cold Data storage\" and Data Center construction.","text":"Legacy storage (HDD/SSD) giants Witten Electronics (WDC) and Seagate Technologies (STX): These two are global oligopolies of traditional hard disks (HDD) and flash memory (SSD). Positioning Differences: They don't make HBMs. However, in the AI era, huge AI models need a huge \"data repository\" for training and archiving. Therefore, with the expansion of AI infrastructure (Data Center), these two companies have also gained significant market share and valuation reappraisal in the demand for \"cold Data storage\" and Data Center construction.","html":"Legacy storage (HDD/SSD) giants Witten Electronics (WDC) and Seagate Technologies (STX): These two are global oligopolies of traditional hard disks (HDD) and flash memory (SSD). Positioning Differences: They don't make HBMs. However, in the AI era, huge AI models need a huge \"data repository\" for training and archiving. Therefore, with the expansion of AI infrastructure (Data Center), these two companies have also gained significant market share and valuation reappraisal in the demand for \"cold Data storage\" and Data Center construction."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":583707217453832,"gmtCreate":1783536860250,"gmtModify":1783578129584,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$&nbsp;</a> 🚨 Alibaba $BABA just delivered a wake-up call to the market. After collapsing to an 18-month low only two weeks ago, $BABA has exploded more than 10% in a single session, marking its biggest rally since August 2025. Is this simply a relief rally, or the start of a major trend reversal? Several catalysts are aligning at once. 🇨🇳 Investors appear to be rotating capital out of South Korean and Taiwanese semiconductor stocks and back into Chinese technology leaders. 💰 Local reports indicate Alibaba’s June quarter saw narrower instant-commerce losses while maintaining healthy profitability ahead of ear","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$&nbsp;</a> 🚨 Alibaba $BABA just delivered a wake-up call to the market. After collapsing to an 18-month low only two weeks ago, $BABA has exploded more than 10% in a single session, marking its biggest rally since August 2025. Is this simply a relief rally, or the start of a major trend reversal? Several catalysts are aligning at once. 🇨🇳 Investors appear to be rotating capital out of South Korean and Taiwanese semiconductor stocks and back into Chinese technology leaders. 💰 Local reports indicate Alibaba’s June quarter saw narrower instant-commerce losses while maintaining healthy profitability ahead of ear","text":"$Alibaba(BABA)$ $NVIDIA(NVDA)$ $Baidu(BIDU)$ 🚨 Alibaba $BABA just delivered a wake-up call to the market. After collapsing to an 18-month low only two weeks ago, $BABA has exploded more than 10% in a single session, marking its biggest rally since August 2025. Is this simply a relief rally, or the start of a major trend reversal? Several catalysts are aligning at once. 🇨🇳 Investors appear to be rotating capital out of South Korean and Taiwanese semiconductor stocks and back into Chinese technology leaders. 💰 Local reports indicate Alibaba’s June quarter saw narrower instant-commerce losses while maintaining healthy profitability ahead of ear","images":[{"img":"https://community-static.tradeup.com/news/fc93b90bbeecfa4a7f9c5bd27a0558eb","width":"1641","height":"1917"},{"img":"https://community-static.tradeup.com/news/522170d9112fad1017f58d1211e22521","width":"1472","height":"981"},{"img":"https://community-static.tradeup.com/news/472dce90510e74fdfabb18f62a5b30c6","width":"1472","height":"1643"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":7,"repostSize":15,"link":"https://ttm.financial/post/583707217453832","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/394a3bcfbe9cedca3b2695131f57bb6d","crmLevel":12,"crmLevelSwitch":1,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"content":"Rotation out of bubble assets should be the best strategy now and there’s no place safer than the HK markets which are at extremely low valuations now","text":"Rotation out of bubble assets should be the best strategy now and there’s no place safer than the HK markets which are at extremely low valuations now","html":"Rotation out of bubble assets should be the best strategy now and there’s no place safer than the HK markets which are at extremely low valuations now"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":584069844283912,"gmtCreate":1783625279503,"gmtModify":1783625282653,"author":{"id":"4107097862867960","authorId":"4107097862867960","name":"Patmos","avatar":"https://community-static.tradeup.com/news/d0b2e09fdb3dc618e98d3ac304599118","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107097862867960","authorIdStr":"4107097862867960"},"themes":[],"title":"","htmlText":"Bullish on ALIBABA stock price target to $250 by year's end&nbsp;","listText":"Bullish on ALIBABA stock price target to $250 by year's end&nbsp;","text":"Bullish on ALIBABA stock price target to $250 by year's end","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/584069844283912","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583936247386312,"gmtCreate":1783592651361,"gmtModify":1783592654217,"author":{"id":"4107097862867960","authorId":"4107097862867960","name":"Patmos","avatar":"https://community-static.tradeup.com/news/d0b2e09fdb3dc618e98d3ac304599118","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107097862867960","authorIdStr":"4107097862867960"},"themes":[],"title":"","htmlText":"Very bullish on ALIBABA price target $250","listText":"Very bullish on ALIBABA price target $250","text":"Very bullish on ALIBABA price target $250","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583936247386312","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583838702543520,"gmtCreate":1783568960888,"gmtModify":1783569691558,"author":{"id":"3568436542684807","authorId":"3568436542684807","name":"Dxd","avatar":"https://static.tigerbbs.com/49c95aaae24a549d5d2835b3ac33b779","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568436542684807","authorIdStr":"3568436542684807"},"themes":[],"title":"","htmlText":"Alibaba just had its best trading day in nearly a year — up 11% as I'm writing this, with the Hong Kong-listed shares up 12% at their peak. JD.com added 3.8%, Baidu jumped 6.4%, Tencent gained 4%. Something shifted today, and it's worth understanding what actually happened. The immediate spark was a pre-earnings analyst briefing — Alibaba told analysts that losses in its instant-commerce segment narrowed significantly during the June quarter, while the rest of the business stayed profitable. That matters because instant commerce has been the single biggest overhang on the stock. Last quarter those losses hit so hard that adjusted EBITA dropped 84% even as revenue grew to $35.3 billion. Any signal that the bleeding is slowing changes the whole setup into the next earnings print. UBS analyst","listText":"Alibaba just had its best trading day in nearly a year — up 11% as I'm writing this, with the Hong Kong-listed shares up 12% at their peak. JD.com added 3.8%, Baidu jumped 6.4%, Tencent gained 4%. Something shifted today, and it's worth understanding what actually happened. The immediate spark was a pre-earnings analyst briefing — Alibaba told analysts that losses in its instant-commerce segment narrowed significantly during the June quarter, while the rest of the business stayed profitable. That matters because instant commerce has been the single biggest overhang on the stock. Last quarter those losses hit so hard that adjusted EBITA dropped 84% even as revenue grew to $35.3 billion. Any signal that the bleeding is slowing changes the whole setup into the next earnings print. UBS analyst","text":"Alibaba just had its best trading day in nearly a year — up 11% as I'm writing this, with the Hong Kong-listed shares up 12% at their peak. JD.com added 3.8%, Baidu jumped 6.4%, Tencent gained 4%. Something shifted today, and it's worth understanding what actually happened. The immediate spark was a pre-earnings analyst briefing — Alibaba told analysts that losses in its instant-commerce segment narrowed significantly during the June quarter, while the rest of the business stayed profitable. That matters because instant commerce has been the single biggest overhang on the stock. Last quarter those losses hit so hard that adjusted EBITA dropped 84% even as revenue grew to $35.3 billion. Any signal that the bleeding is slowing changes the whole setup into the next earnings print. UBS analyst","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583838702543520","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583852981776424,"gmtCreate":1783576158200,"gmtModify":1783576161621,"author":{"id":"4239243736653242","authorId":"4239243736653242","name":"Gilly87","avatar":"https://community-static.tradeup.com/news/0dc2f27f39a1edf65cb9db19fb26de23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4239243736653242","authorIdStr":"4239243736653242"},"themes":[],"title":"","htmlText":"The tiger has been sleeping, not dead. 🐅 Alibaba’s AI infrastructure, cloud dominance, and depressed valuation make this more than just a short-term bounce if China’s tech sentiment truly turns. The question isn’t whether BABA can run — it’s how much upside was ignored while everyone chased expensive U.S. AI names. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>","listText":"The tiger has been sleeping, not dead. 🐅 Alibaba’s AI infrastructure, cloud dominance, and depressed valuation make this more than just a short-term bounce if China’s tech sentiment truly turns. The question isn’t whether BABA can run — it’s how much upside was ignored while everyone chased expensive U.S. AI names. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>","text":"The tiger has been sleeping, not dead. 🐅 Alibaba’s AI infrastructure, cloud dominance, and depressed valuation make this more than just a short-term bounce if China’s tech sentiment truly turns. The question isn’t whether BABA can run — it’s how much upside was ignored while everyone chased expensive U.S. AI names. $Alibaba(BABA)$ $Alibaba(BABA)$ $Alibaba(BABA)$","images":[{"img":"https://community-static.tradeup.com/news/e07be9b3a194916de136c8a4f82e5711","width":"1080","height":"1419"},{"img":"https://community-static.tradeup.com/news/673dc039610fc8f71a87fdb1a59a7bde","width":"1080","height":"3917"},{"img":"https://community-static.tradeup.com/news/2afe4eb276a3071629e7ca182269c81f","width":"1080","height":"1820"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583852981776424","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":583794809000016,"gmtCreate":1783548764000,"gmtModify":1783578129457,"author":{"id":"10000000000011486","authorId":"10000000000011486","name":"Wallis Francis","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011486","authorIdStr":"10000000000011486"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> surged over 12% today on nearly 39 million shares, showing significant demand returning to China tech after a period where many overlooked it. I had been watching this name before sentiment shifted. A move of this size can change the whole setup. If the breakout holds, the next area to watch is around $125-$130, which would be another 13%-18% from current levels. Factors like AI, cloud, buybacks, and improving investor sentiment are all in the discussion now. The big question is whether this is a short-term squeeze or the beginning of a broader re-rating.","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> surged over 12% today on nearly 39 million shares, showing significant demand returning to China tech after a period where many overlooked it. I had been watching this name before sentiment shifted. A move of this size can change the whole setup. If the breakout holds, the next area to watch is around $125-$130, which would be another 13%-18% from current levels. Factors like AI, cloud, buybacks, and improving investor sentiment are all in the discussion now. The big question is whether this is a short-term squeeze or the beginning of a broader re-rating.","text":"$Alibaba(BABA)$ surged over 12% today on nearly 39 million shares, showing significant demand returning to China tech after a period where many overlooked it. I had been watching this name before sentiment shifted. A move of this size can change the whole setup. If the breakout holds, the next area to watch is around $125-$130, which would be another 13%-18% from current levels. Factors like AI, cloud, buybacks, and improving investor sentiment are all in the discussion now. The big question is whether this is a short-term squeeze or the beginning of a broader re-rating.","images":[{"img":"https://community-static.tradeup.com/news/3bd6d357fc7340bca15e1f6470178201","width":"443","height":"284"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583794809000016","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":583836771738368,"gmtCreate":1783568378558,"gmtModify":1783578129146,"author":{"id":"3583981851963877","authorId":"3583981851963877","name":"TWT1","avatar":"https://static.tigerbbs.com/ebee6214181bd2ec3136cb7f561c961e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583981851963877","authorIdStr":"3583981851963877"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a>&nbsp;","text":"$BABA-W(09988)$","images":[{"img":"https://community-static.tradeup.com/news/b0cb12639dc6ee40cf0f769904ee5c9c","width":"1010","height":"1610"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583836771738368","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":583770773131880,"gmtCreate":1783552265150,"gmtModify":1783578129399,"author":{"id":"4242300585170842","authorId":"4242300585170842","name":"King26","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242300585170842","authorIdStr":"4242300585170842"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a> sell at good price","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a> sell at good price","text":"$Alibaba(BABA)$ sell at good price","images":[{"img":"https://community-static.tradeup.com/news/cd8cca2c6534a6ff46c4b9b05b6668f6","width":"1006","height":"1562"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583770773131880","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":583810256892736,"gmtCreate":1783561983715,"gmtModify":1783578129334,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/394a3bcfbe9cedca3b2695131f57bb6d","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> Bull run coming","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> Bull run coming","text":"$BABA-W(09988)$ Bull run coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583810256892736","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583734394086904,"gmtCreate":1783543409766,"gmtModify":1783578129520,"author":{"id":"3580932080159331","authorId":"3580932080159331","name":"T184_Options","avatar":"https://static.tigerbbs.com/dd532cf25fd48cfce2c228adc39e924f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580932080159331","authorIdStr":"3580932080159331"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/BABA 20260807 93.0 PUT\">$BABA 20260807 93.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/BABA 20260807 93.0 PUT\">$BABA 20260807 93.0 PUT$ </a>&nbsp;","text":"$BABA 20260807 93.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/5e2bed3128e196b59e86aaf6f23a60ac","width":"794","height":"1318"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583734394086904","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":583658494956664,"gmtCreate":1783524857573,"gmtModify":1783578129646,"author":{"id":"4216346126897212","authorId":"4216346126897212","name":"歡笑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4216346126897212","authorIdStr":"4216346126897212"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/BABA 20260710 96.0 PUT\">$BABA 20260710 96.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/BABA 20260710 96.0 PUT\">$BABA 20260710 96.0 PUT$ </a>&nbsp;","text":"$BABA 20260710 96.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/4057a270a29ebcebba10192effa54388","width":"1080","height":"2313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583658494956664","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}]}