Alibaba is sitting on its 200-week moving average just as China announces a stimulus plan, timing that supports the shares. x.com 

Alibaba's offering looks leaked and already priced in, and Friday's options activity points much higher. Big money dumped the stock Friday because of the leak, so at worst it retests its China low before moving up, and the stock is already way too cheap. x.com  x.com 

Alibaba's HK$80 billion share sale looks like a grab-the-money-and-run move before the AI party ends, with base rates set to go ballistic as in 1972-1973. @AKL_019 notes the HK$112.70 price is 39.5% below the 52-week high, and asks why it didn't raise money in late 2025 or early 2026. @stevehou notes Alibaba is selling stock for AI without new highs or market validation of its AI efforts. In capital markets, the stupid but practical reason is usually the right one, as with SpaceX's fundraising. … Show more

Chinese equities, including Alibaba and KWEB, look set for a rapid reversal: after months of profit-taking and decade lows in many names while US markets reached highs, this morning's inflow is a positive sign. There is still value in many of these names. x.com 

China-heavy emerging-market funds carry a lasting governance risk: autocratic leadership has little alignment with foreign shareholders. Chinese shares may offer tactical trades, but a permanent rerating is hard until the CCP is gone. x.com  x.com  x.com 

Alibaba is uninvestable as long as the Chinese Communist Party can touch its profits. That lesson came from owning it before, even as @janusrex argues China and Alibaba will deliver great returns in the coming years. x.com 

Alibaba, JD.com, Nio and Baidu are criminally undervalued and could act as a hedge in the next broad market downtrend, over a 12-18 month horizon. Fundamentals explain the underperformance: retail sales turned negative year over year and new home sales are down 27%, showing years of PBoC easing have failed to reach the real economy. But that is exactly when the greatest buying opportunities form, much as with semiconductors like AMD in late 2024 and early 2025. x.com  x.com 

Alibaba is worth buying, as it has reached a high value-for-money range. That agrees with a reply summing up the view as simply: buy Alibaba. x.com 

Anthropic's accusation that Alibaba's Qwen lab distilled its frontier models is optically bearish for Alibaba, though no penalties have been enforced. Per Anthropic, the lab used thousands of fake accounts and over 28.8 million exchanges. While penalties are absent, the rewards outweigh the risks for Alibaba if distillation lifts Qwen's market share, as many US AI startups already use Qwen for its cost-effectiveness versus Gemini and others. x.com  x.com 

Alibaba is inefficiently priced below the $270s, with monthly accumulation patterns and a support/resistance flip out of a multi-year base. On the yearly chart it is trying to defend its all-time AVWAP and enter a bullish trend for the first time since 2019. Its largest accumulation on record lies in the $230s, and the real, stable move comes if $230 is reclaimed. Like Palantir's drop to $7, this dead-money stretch offers great risk/reward for a long-term winner. x.com  x.com