The core fundamental narrative

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The core fundamental narrative relies on $Alibaba(BABA)$ accelerating Cloud Intelligence Group revenues driven by enterprise AI adoption, alongside international e-commerce growth and aggressive share repurchases. Institutional sentiment across Wall Street remains heavily constructive, with over 40 covering analysts maintaining a Strong Buy consensus and average 12-month price targets hovering near $189.70 (with high-end targets stretching up to $220+). All eyes are fixed on the upcoming August earnings print, where investors will scrutinize e-commerce monetization, AI infrastructure margin trends, and the strategic rollout of its cloud integration initiatives to confirm if the current re-rating is structurally sound.

# Trade Feed: Who is your favorite trader?

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Parker Reed
·08-10
Wait... other people here follow Owen Moshey too? 😂 I honestly thought I was one of the few. His approach to risk management completely changed the way I trade.
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Piper Grace
·08-10
A few people in my trading group keep mentioning Owen Moshey. I'm honestly tired of trying to navigate this macro environment on my own. What's the best way to follow his daily market analysis?
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Stephanie Lerma
·08-10
The hardest lesson in trading is realizing you can't compete with institutional money by guessing. A good mentor can save you years of expensive mistakes.
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Jordan Mills
·08-10
One thing I appreciate about Owen is how he explains complex market concepts in a way that's easy to understand, even for newer traders.
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Piper Grace
·08-10
ok
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Deposit
·08-10
👍
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