Ok. My take is that there is p

16
3
Favorite

Ok. My take is that there is probably going to be some profit taking near term and also it's results update on the 20th may move the needle. Medium term it's looking pretty good. Why? Baba has been reducing it's shares by a few % and mutual funds are coming back to china due to the deepseek revelation. Mutual fund inflow will push up baba as baba is the top% weighted stock is msci china index

Sorry, this post has been deleted

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（3）

Top
Latest

gogoooCn
·02-19
TOP
BABA is the AI leader in China. Definately worth a much higher valuation
Reply
Like
Report
Fold Replies
- rstopel:
  sure, leadership is there. just hope their margins won't be marginalized with Baidu, tencent and bytedance jumping in
  02-19
  Reply
  Report
MorganHope
·02-19
Great insights! Excited for 20th!
Reply
Like
Report

Sorry, your request encountered a service error(-1)

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":404226883969672,"tweetId":"404226883969672","gmtCreate":1739712190899,"gmtModify":1739955628598,"author":{"id":3555581036649280,"idStr":"3555581036649280","authorId":3555581036649280,"authorIdStr":"3555581036649280","name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":40,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Ok. My take is that there is probably going to be some profit taking near term and also it's results update on the 20th may move the needle. Medium term it's looking pretty good. Why? Baba has been reducing it's shares by a few % and mutual funds are coming back to china due to the deepseek revelation. Mutual fund inflow will push up baba as baba is the&nbsp; top% weighted stock is msci china index&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Ok. My take is that there is probably going to be some profit taking near term and also it's results update on the 20th may move the needle. Medium term it's looking pretty good. Why? Baba has been reducing it's shares by a few % and mutual funds are coming back to china due to the deepseek revelation. Mutual fund inflow will push up baba as baba is the&nbsp; top% weighted stock is msci china index&nbsp;</p></body></html>","text":"Ok. My take is that there is probably going to be some profit taking near term and also it's results update on the 20th may move the needle. Medium term it's looking pretty good. Why? Baba has been reducing it's shares by a few % and mutual funds are coming back to china due to the deepseek revelation. Mutual fund inflow will push up baba as baba is the top% weighted stock is msci china index","highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/404226883969672","repostId":1144116087,"repostType":2,"isVote":1,"tweetType":1,"viewCount":2573,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":320,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":405242943168904,"commentId":"405242943168904","gmtCreate":1739955681431,"gmtModify":1739955686220,"authorId":10000000000010976,"author":{"id":10000000000010976,"idStr":"10000000000010975","authorId":10000000000010976,"name":"gogoooCn","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":404226883969672,"objectIdStr":"404226883969672","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"BABA is the AI leader in China. Definately worth a much higher valuation","text":"BABA is the AI leader in China. Definately worth a much higher valuation","html":"BABA is the AI leader in China. Definately worth a much higher valuation","likeSize":0,"commentSize":1,"subComments":[{"id":405239918940336,"commentId":"405239918940336","gmtCreate":1739956361370,"gmtModify":1739960149770,"authorId":3555581036649280,"author":{"id":3555581036649280,"idStr":"3555581036649280","authorId":3555581036649280,"name":"rstopel","avatar":"https://static.tigerbbs.com/d80e8dfc9bf7b55e9a6bcf691bc115cc","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":404226883969672,"objectIdStr":"404226883969672","type":1,"supId":405242943168904,"supIdStr":"405242943168904","prevId":0,"prevIdStr":"0","content":"sure, leadership is there. just hope their margins won't be marginalized with Baidu, tencent and bytedance jumping in","text":"sure, leadership is there. just hope their margins won't be marginalized with Baidu, tencent and bytedance jumping in","html":"sure, leadership is there. just hope their margins won't be marginalized with Baidu, tencent and bytedance jumping in","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":405238737945064,"commentId":"405238737945064","gmtCreate":1739956401295,"gmtModify":1739956950692,"authorId":9000000000000470,"author":{"id":9000000000000470,"idStr":"9000000000000470","authorId":9000000000000470,"name":"MorganHope","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":404226883969672,"objectIdStr":"404226883969672","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great insights! Excited for 20th! [Wow]","text":"Great insights! Excited for 20th! [Wow]","html":"Great insights! Excited for 20th! [Wow]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}