I believe the long term growth 📈 for AI is here to stay 🙂. It's Going to be an Evolution 🧬 to our way of living. Both Tencent and Baba are the leaders in this field, I will still invest and Trade on Tencent & Baba 😌 Looking forward for their future strong growth 💹📈  @Jes86188 @JC888 @yourcelesttyy @Shernice軒嬣 2000 @Barcode @Aqa

I believe Tencent’s “pragmatic AI” strategy offers strong near-term value. By enhancing ads and gaming—its core revenue streams—Tencent is showing real AI monetization without major disruption. The Yuanbao system, tied to WeChat’s vast mini-program network, mirrors Meta’s approach: using AI to optimize what already works, with measurable ROI. That said, I think the market may be overlooking Alibaba’s transformation. Despite a slight revenue miss, its profit surged & the massive investment into AI infrastructure shows a clear pivot toward becoming China’s AWS + OpenAI. Shifting focus from GMV to cloud & foundation models like Tongyi could pay off big if adoption grows. While Tencent balances ambition & discipline better today, Alibaba’s aggressive push could yield greater long-

Alibaba's recent stock decline, despite a significant year-over-year net profit increase of 279% to RMB 12.382 billion in Q4 FY2025, has raised questions about its investment potential. The dip was primarily due to revenue falling short of market expectations—reporting RMB 236.45 billion against the anticipated RMB 237.91 billion—leading to an over 5% drop in share value.  Analyst Perspectives and Price Targets Despite the revenue miss, several analysts maintain a positive outlook on Alibaba's stock:  Morgan Stanley has reaffirmed its "Overweight" rating with a price target of $180, citing confidence in Alibaba's core commerce growth and anticipated acceleration in its cloud segment.   Barclays also maintains an "Overweight" rating with a $180 target, highlighting Aliba

it's happening again... did tiger "eat" my tags and comment? [OMG]  [OMG]  [OMG]  [Gosh]  [Gosh]  [Gosh]  [Anger]  [Anger]  [Anger]  [Spurting]  [Spurting]  [Spurting] 

it's happening again... did tiger "eat" my tags and comment? [OMG] [OMG] [OMG] [Gosh] [Gosh] [Gosh] [Anger] [Anger] [Anger] [Spurting] [Spurting] [Spurting]

I do think that tencent’s strategy looks similar to meta which customised advertisement. However, a good amount of its profit also comes from games and how it can enhance revenue there too. In the short term of 2-3 years, I think this would pay off and revenue should continue to look good. It also has its cloud though not as mature as alibaba’s. This is where it will differ from Alibaba in the longer term of maybe 5 years and beyond. In the short term, as Alibaba invests in infrastructure to get a lead to become the market’s leader in AWS and OpenAI, this would take time to pay off. The demand from the Chinese market is strong and the masses are sufficient to drive it. I expect to see returns in 2-3 years and exponential returns in the next 5 years if it can become the market leader in Chi

Alibaba's Profit Meets Expectations, Yet Stock Price Plunges. What's Wrong? $Alibaba(BABA)$   announced its financial results for the quarter ending March 31, 2025 (corresponding to Q4 of fiscal year 2025) before the U.S. stock market opened. (Note: Alibaba's fiscal year is not synchronized with the calendar year.) Revenue was 236.45 billion yuan, a year-on-year increase of 7%; adjusted net profit was 29.85 billion yuan, a year-on-year increase of 22%; adjusted earnings per ADS were 12.52 yuan, a year-on-year increase of 23%; net cash flow from operating activities was 163.51 billion yuan, a year-on-year decrease of 10%. The earnings report shows profitability in line with expectations, although revenue in

$BABA-W(09988)$  buy the dip

They call it a miss. I call it positioning. Growth across the board. Margins healthy. Stimulus starting to show. But hey.... sell it down 6% on a minor headline gap. That’s how the game’s played. This isn’t weakness. It’s accumulation.... clear as day. see you at $200

Alibaba Q1: Solid Numbers, Overblown Reaction Alibaba ($BABA) reported Q1 earnings that slightly missed expectations: • Revenue: $32.6B, +7% YoY (vs. $33.3B est.) • Adj. EPS: $1.73B, +23% YoY (vs. $1.78B est.) The stock is down ~6% pre-market. But the underlying results are far from weak. Every major business segment grew ~6% YoY. International Commerce and Cloud show early signs of benefiting from China’s stimulus. Margins remain intact. $BABA remains a key proxy for China’s economy. The recovery is uneven—but clearly progressing. Today’s drop? Likely positioning, not fundamentals. The accumulation continues.

Alibaba ( $Alibaba(BABA)$ ) is making waves after its Q4 2024 earnings, with a massive profit jump grabbing headlines. Despite a slight revenue hiccup, the stock’s hovering around $130, and analysts are buzzing about a potential climb to $180 or beyond. Is this the dip to buy, or should you tread carefully? Let’s dive into the numbers, the catalysts, and what’s at stake for your portfolio. 🔍 What’s Happening? Alibaba dropped its Q4 2024 earnings, and the results were a blockbuster for profits: Revenue: RMB 280.15 billion, up 8% year-over-year, just shy of some analyst expectations of RMB 279.34 billion . Net Income: RMB 48.95 billion, a jaw-dropping 239% increase from last year, fueled by cost efficiencies and strong cloud performance. Cloud Power

Will buy it... looking forward what a good price to collect 

My Thoughts on Alibaba's Revenue Miss I was surprised to see Alibaba miss its fourth-quarter revenue expectations for FY2025, with revenue hitting RMB 236.45 billion compared to the anticipated RMB 237.91 billion. This 5% drop in stock value after the announcement caught my attention, especially given the challenging economic climate in China affecting consumer spending. However, I find the 279% year-on-year surge in net profit to RMB 12.382 billion quite intriguing, suggesting some strong underlying financial adjustments or one-time gains that I need to dig into further. Alibaba My Take on Whether It's a Buying Opportunity at $120 I am considering whether Alibaba's dip to $120 presents a buying opportunity. The company's cloud division showed an 18% revenue increase, driven by growing AI