Trump's state visit to China is a reasonable reason to be bullish on Chinese stocks, yet surprisingly few are paying attention to an event that anchors the most important bilateral relationship between the two powers. Trump himself is an ideological moderate on China, possibly more so than the Biden administration's China hawks, even as the whole US government has turned hawkish. Unlike the Democrats, he has wiggle room, and China knows it. x.com  x.com 

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 large caps have one of the worst charts out there, and sooner or later the rest of the world will impose heavy tariffs on China, raising the question of what Beijing does when it gets desperate. x.com 

Alibaba and Baidu stand to benefit because China will not slow its AI development even if the US slows its own. x.com 

Alibaba and Baidu are a no-brainer buy because Chinese AI stocks trade at very low valuations while China is determined to race the US in AI. x.com 

China reportedly restricted overseas travel for key AI talent at Alibaba and DeepSeek, a sign Beijing sees them as its two most strategic AI assets, and Alibaba could deliver surprises over the next couple of months. US tech has outperformed, but the bad news looks baked in, and any Chinese surprise could send Alibaba to the stratosphere. x.com  x.com 

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

Baidu and Alibaba look primed with Trump visiting China, while JD.com is set up to break its long-term downtrend line. x.com 

Baidu looks ready for a second leg higher as President Trump meets President Xi this week. It has built a five-year base, holds $43B of cash, grew AI Cloud 34% year over year and has a Kunlunxin AI chip spin-off coming. x.com 

Alibaba raising capital for AI after a strong quarter is a buying opportunity, especially with CEO Eddie Wu buying shares right after the raise. In June, heavy buybacks near $94.80 preceded a rally to $132. Stanley Druckenmiller starting a Baidu position, despite saying he would not invest in China under Xi, signals a bet on Chinese AI and cloud. Chinese names are cheap and underappreciated, with strong AI models, power access and robotics leadership, while the US faces data-center hurdles. … Show more