@WeChats:🧨 Morgan Stanley Downgrades Alibaba: Stay Away From the War? When a Wall Street giant like Morgan Stanley turns bearish on a heavyweight like Alibaba, it grabs attention — and rightly so. The latest downgrade slashed BABA’s price target to $150, citing “near-term profitability headwinds” from its food delivery and flash commerce arms. With the stock recently dipping to around $100, many retail investors are wondering: Is this a rare value dip — or a value trap in disguise? 📉 Why the Downgrade? Morgan Stanley’s revised outlook centers on Alibaba’s deepening involvement in China’s brutal subsidy war in local services. As companies like Meituan, JD.com, and Douyin ramp up discounting, Alibaba is being forced to match — if not outspend — its rivals to retain delivery market share. The firm see
Alternately, I might just roll the protective put.
@PeterDiCarlo:Last time this setup hit on $Alibaba(BABA)$ , it ran +72% 👀We’re pulling back into Monthly Bias — a major discount zone.Volume profile shows support near $90. That’s my reload level.First sign of strength? Weekly BX closing HL ✅ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉💰CBA Mini Course 1: What is Cash Boost Account(CBA)
got in at 104, protective put for two days at 102. Will see how it goes over the next day or so. Want to go long on Baba, but yeah might short and look to get in at 90 support level as you say Peter. Your analysis is solid.
@PeterDiCarlo:Last time this setup hit on $Alibaba(BABA)$ , it ran +72% 👀We’re pulling back into Monthly Bias — a major discount zone.Volume profile shows support near $90. That’s my reload level.First sign of strength? Weekly BX closing HL ✅ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉💰CBA Mini Course 1: What is Cash Boost Account(CBA)
@PeterDiCarlo:Last time this setup hit on $Alibaba(BABA)$ , it ran +72% 👀We’re pulling back into Monthly Bias — a major discount zone.Volume profile shows support near $90. That’s my reload level.First sign of strength? Weekly BX closing HL ✅ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉💰CBA Mini Course 1: What is Cash Boost Account(CBA)
@Norton Rebecca:$Alibaba(BABA)$ I don't understand why everyone is getting scared. It's so clear that it's time to buy! Especially if your average purchase price is higher than the current price and your strategy is long, you have to buy now!LONG N STRONG !!
Yeah looking to rekindle my relationship with BABA about 110 to 111
@Norton Rebecca:$Alibaba(BABA)$Anyway, I am not a sentimental investor at all, yet I am in love with BABA, can't explain why. So I shortened last week and then bought again, now it's free falling, I am keeping it, and might buy some more, depending on the market next week. Just keep holding
I should add, many out here outside the USA want a strong dollar for a whole raft of reasons.//@vuvence IX:As I said in a post earlier today. Fed Chair Powell is doing his job holding the line from the weekly Presidential gaslighting. Mr Too Late, a Stiff is good for the dollar from an international investor perspective. If Trump reappoints him, it would strengthen the dollar further.
@vuvence IX:As I said in a post earlier today. Fed Chair Powell is doing his job holding the line from the weekly Presidential gaslighting. Mr Too Late, a Stiff is good for the dollar from an international investor perspective. If Trump reappoints him, it would strengthen the dollar further.
As I said in a post earlier today. Fed Chair Powell is doing his job holding the line from the weekly Presidential gaslighting. Mr Too Late, a Stiff is good for the dollar from an international investor perspective. If Trump reappoints him, it would strengthen the dollar further.
Trump Says He May Change His Mind About Firing Fed Chair Powell
Watching BABA-w in HK. Looking for another entry point. If not in the next 24 hours, then Monday after triple witching.
@Sporeshare:$Alibaba(BABA)$ Alibaba Group (9988.HK) - Nibbled small units at 122.10. It has retreated from 145 to 111.90 now trading in consolidation mode. Need a nice rebound to push the price back to 140. Not a call to buy or sell! Pls dyodd. 15th May 2025: Net income attributable to ordinary shareholders surged 279% to 12.4 billion yuan in the quarter ended March 31 from 3.27 billion yuan in the year-ago. Earnings per share soared 296% to 0.65 yuan from 0.16 yuan in the prior-year period. Revenue for the quarter grew 7% year on year to 236.5 billion yuan from 221.9 billion yuan Q4 FY2025 results, with revenue excluding Sun Art and InTime growing 10% YoY and adjusted EBITA increasing 36% YoY. Cloud revenue growth accelerated to 18%, driven by robust
$Alibaba(BABA)$ BABA is an interesting stock. It is linked to BABA-W in HK and gives us the opportunity to trade into different countries, like China. What is attractive about China is the emerging growing economy and BABA is like a flagship for this. This Friday NZ's PM Chris Luxon is meeting with President Xi and top of the agenda is trade, visas, students and tourism. NZ was the first western country to sign a FTA with China. Back in 2008 when the FTA was signed, President Obama while playing golf in Hawaii with the then PM John Key, asked him "Why did you sign an FTA with China?" The PM answered "We have been trying to get an FTA with the US for decades, still waiting, perhaps you might help" or something like that.
$Powell(POWL)$ It is important that Chair Powell holds the line, despite the almost weekly Presidential gaslighting, like when he called him Mr Too Late and a stiff. Without a neutral Fed, the dollar will diminish negating any fiscal benefit from the tarrifs. I suspect that the tarrifs are a lot more to do with the USA not becoming the worlds doormat and the continuation of US hegemony than any short term fiscal benefit.
It is important that the Fed stays neutral, even if The President did call the chair a stiff. Without this strong neutrality the dollar's credibility will diminish. I am happy that Fed Chair Powell is holding the line, despite the Presidential gaslighting.
There is a real physical limit to how fast you can move electrons per volume of silicon wafer without overheating and the speed of the electrons itself. I am not sure how close Nvidia is with thier latest architecture but they cannot keep increasing capability & power consumption indefinitely. This is where quantum computing comes in. It is a totally different set of limitations and possibilities because the physics is different.
Always try to read OptionsDelta. I think your posts are insightful and based on fact, the options that have been brought or sold. Having studied wave mechanics, I am struggling with trying to find any viable theory that you can translate the longer term trends in the wave like graphs that are the mark the peaks & troughs of a stock. The explanations from various other posters on these alternate theories are amusing, but take on an almost "every trend can fit the theory" like nature. However with your posts, they are just highlighting the future positioning and investment beliefs, which are real.
@OptionsDelta:A Wealthy Investor Purchases $38 Million in Call Options to Go Long on Microsoft
I am long but Had to short my BABA position on Friday at 114 due to -7% rule kicking in. Looking for another entry point in the next few weeks perhaps after triple witching on June 20. Tempted to sell puts at 110.
@Jo Betsy:$Alibaba(BABA)$ Alibaba’s stock has been kinda lifeless lately… but honestly, I’m not panicking. 😌📉When a stock’s in a downtrend, every headline sounds bearish.But once it starts flying again, suddenly everything’s bullish.That’s just how the market (and human nature) works. 🎭📊The good news?Alibaba is making real adjustments — and I still believe in the long-term story.I'm betting on the revaluation of Chinese assets and the “dream multiple” of Chinese tech.🚀Staying patient. Long BABA. 🐜💪Image
What is even better comfort is Jack Ma's BABA has come down a lot since post covid, but during that time the work/lifestyle/shopping became a lot for fit for purpose for the 21st century and Alibaba was embedded in that narrative. This type of flexibility is the future. Coupled with the fact that back then the AI investment had not ramped up like it is now, Alibaba is now great value and a very good long position prospect.//@vuvence IX:This is very comforting news for long holders of Alibaba stock and helps in a down time not to panic sell.
@vuvence IX:This is very comforting news for long holders of Alibaba stock and helps in a down time not to panic sell.
$Alibaba(BABA)$ I think Jack Ma's BABA is looking good for a long investment. It is down a lot since 2022, but that covid period transformed work/life/shopping into something more flexible that is fit for purpose in the 21st century and Alibaba is part of that narrative. This in combination to the ATH back then has not even factored in the recent global AI investment. A company this size allowing direct access to the Chinese economy is now a very attractive long position.