Alibaba on Course to Join Nvidia, Tesla in Most Active Options as Shares Jump 14% $Alibaba(BABA)$   options volume soared Friday, setting it on course to join $NVIDIA(NVDA)$   and $Tesla Motors(TSLA)$   in the most active options after the Chinese e-commerce giant saw the revenue from its cloud intelligence business grow faster than expected. The company's Cloud Intelligence Group reported revenue rising 26% to 33.39 billion yuan ($4.66 billion) in the three months ended June 30. That exceeded analysts' expectations that averaged 31.85 billio

Yes Alibaba is a great company 

“Alibaba’s Big AI Bet: Nvidia Rival or Just a Flash?” Alibaba just dropped a surprise that shook the market: a brand-new AI chip designed in-house, instantly sparking comparisons with Nvidia and lifting its stock +10% in a single session 🚀. For investors, this raises the big question: is Alibaba’s new silicon a true growth driver, or just a narrative shift to distract from food delivery wars and heavy spending on cloud infrastructure? --- 📊 Why the AI Chip Matters In the global race to dominate AI hardware, Alibaba’s move is bold. Nvidia still controls the cutting edge, but China’s demand for domestic AI solutions is rising under both geopolitical and regulatory pressures. A self-developed chip means Alibaba can: Reduce reliance on U.S. suppliers. Bolster its cloud division, already the ba

Is a good time to buy and keep to wait for historical highs. It will soon be rocket above $200 level.

$Alibaba(BABA)$ Alibaba’s Q2 2025 earnings revealed a mixed bag, with revenue at RMB 247.652 billion (up 5.8% YoY but below the RMB 253.17 billion estimate) and a net FCF outflow of RMB 18.815 billion, driven by heavy investments in cloud infrastructure and Taobao Flash Sales. The surprise highlight: a new AI chip designed to fill the Nvidia gap in China, potentially powering its cloud and e-commerce segments. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30-35% on Canada/EU/Mexico) and oil at $74.50/barrel. Alibaba's shares dipped 1.2% to $121.30, but the AI chip news has investors rethinking its valuation at 16.05x forward P/E. Can AI become Alibaba’s next growth engi

Alibaba revenue came in at RMB 247.652 billion, below the estimate of RMB 253.17 billion. I acknowledge that this miss is a concern, but I believe it reflects the company's strategic investments rather than a lack of growth potential. The free cash flow recorded a net outflow of RMB 18.815 billion, primarily due to increased spending on cloud infrastructure and investment in Taobao Flash Sales. These are areas I see as critical for long-term success, even if they impact short-term financials. Although food delivery is expected to weigh on profits, Alibaba delivered a positive surprise with the development of a new AI chip to fill the gap left by Nvidia in the Chinese market. I am impressed by this move, as it shows Alibaba's commitment to innovation and self-reliance in a challenging geopo

$Alibaba(BABA)$   Alibaba: Earnings, Value Outlook & Technical Insights 💼📈🔍 On to Alibaba for quite a bit as good long and diversification with $75usd. Now it's relative fair value and hope it goes higher. Coz still have options to sell. Let's see. Hope the New AI Chip is gonna be a big mega star.  China market Wise, Alicloud is the preferred one. So long term is an advantage. And Alipay still a leader and probably a southeast Asian Leader too,... and growing to more markets  For Now... here we go 1. Earnings Recap: Cloud Shines Despite Retail Headwinds • Mixed results: In the quarter ending June 2025, Alibaba’s total revenue was ¥247.65 billion (~US$34.6 billion)—slightly below estimates of ¥252.

Alibaba has been a black horse. Have faith in baba this earnings. Hopefully with good earnings, it can ride the A-share momentum and go back to its old time glory!  All eyes on its earnings! 

123.60

Your framing is on point — Alibaba’s Q2 sets up as a story of solid top-line growth but margin pressure, with investors weighing whether cloud/AI strength can offset subsidy-heavy retail and delivery battles. Here’s a structured preview: --- 1. Headline Expectations Revenue: ~+5% YoY to RMB ~266B (consensus), reflecting resilience but modest compared to peers. Cloud: Expected +20% YoY growth, a bright spot given renewed AI demand and enterprise digitalisation. Cloud momentum will be scrutinised as the leading structural growth driver. Profitability: Adjusted EBITA consensus ~RMB 35B (–20% YoY), weighed down by: ¥50B Taobao flash-sale subsidies to defend market share. Ongoing food delivery price war (Ele.me vs. Meituan). Higher integration costs in new business units. --- 2. Key Investor Fo

China’s food delivery sector is in full-blown combat mode—and Meituan just took a direct hit. Adjusted net profit plunged 89% to RMB1.49B, missing expectations by a mile (RMB9.85B). Margins collapsed as Meituan burned cash defending its 70% market share against JD Takeaway, Ele.me (Alibaba), and PDD’s aggressive promos. 📉💸 🔥 The Delivery War: Who’s Bleeding? • 📦 Meituan: Operating margin shrank from 25.1% → 5.7% • 🛵 JD & Alibaba: Pledging billions in subsidies • 🧾 Regulators: Eyeing pricing rules amid merchant complaints Meituan’s international push (Keeta) and drone delivery bets are bold—but expensive. The stock’s down 52% from its October peak, now hovering near HK$103. My PT? HK$95–115 range until margin visibility improves. RSI is oversold, but no clear reversal yet. 🧠 W

Alibaba will not outperform the market as consumption in China and other country also slow down .

I think will close 109

120.35

Hmm, seems like Meituan will be down long term. Crawling back up should be difficult- I don’t see any clear long-term plan. It’s hard to fathom that it’s relying on anything else other than a temporary stronghold that’s slipping up.

📉 Meituan’s 90% Profit Plunge! Can Alibaba Survive the Food Delivery War? Meituan just shocked the market with a staggering 90% year-on-year profit collapse in Q2. The stock slid sharply, and investors are scrambling to figure out whether this is a one-off stumble or a structural warning for China’s platform economy. At the heart of the drama? China’s food delivery war. Aggressive subsidies, slowing consumer spending, and rising competition are squeezing margins for even the biggest names. With Alibaba’s Ele.me directly in the line of fire, this isn’t just Meituan’s problem — it’s a test of whether anyone can make money in China’s hyper-competitive online-to-offline (O2O) market. --- ⚔️ The Food Delivery Battlefield Food delivery is one of the most visible consumer-facing industries in Chi

🌟🌟🌟It is crunch time for Alibaba $Alibaba(BABA)$ on August 29 and the anticipation is high.  After a strong rally of 43% year todate, Wall Street Analysts are optimistic that this could be the breakout quarter. AI cloud growth is surging, international ECommerce is finally looking profitable.  On top of that, stimulus tailwinds from the authorities are nudging increased consumer spending. I believe that Alibaba will close between up around 5%. It is time for Alibaba to shine 🌟🌟🌟😍😍😍 @Tiger_Earnings @TigerStars @Tiger_comments

1. Food Delivery War & Alibaba’s Profits Alibaba’s Exposure: Alibaba participates in the food delivery sector mainly through Ele.me, which competes directly with Meituan. While Ele.me’s market share has stabilised somewhat, the sector remains intensely competitive, with subsidies, discounts, and logistics costs weighing heavily on profitability. Impact on Earnings: Given that Alibaba’s core commerce still contributes the bulk of revenue and profit, food delivery is not its primary earnings driver. However, if competition escalates, it will: Pressure local services EBITA, worsening the margin outlook. Reinforce investor concerns that Alibaba is overextended across too many verticals. Conclusion: The food delivery war will not dominate Alibaba’s Q2 results, but it could weigh on investor

all in on BABA right now