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.