2.01K
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2025-09-25
What Alibaba and Nvidia Partnership Mean For Broader AI Race Dynamics
Alibaba stocks jumped on Wednesday following their leadership pledged to boost spending on AI initiatives and they also announced a software deal with Nvidia (NVDA) to integrate the chip giant's AI development tools used for trading for robotics. In this article I would like to discuss what this partnership mean for the broader AI race dynamics, we will break it down into Alibaba-specific implications, Nvidia’s positioning, and the broader AI race dynamics: Alibaba’s Positioning Commitment to AI Capex: By pledging fresh spending, Alibaba is signaling to investors that it wants to catch up in the AI infrastructure and application race, not just in China but globally. Vertical AI Integration: The deal with Nvidia isn’t just about chips — it’s about integrating software tools for robotics and
TOPValerie Archibald: Money moving out of Nvidia to baba. Nvda is round tripping to keep revenue up. People are waking up
2.19K
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2025-09-25
Powell's Caution : A Pause on The Rally. Should We Panic Sell Or Stay Calm?
🌟🌟🌟The Fed Chairman Jerome Powell's recent remarks calling equity prices "quite highly valued", have triggered a short term pullback especially in tech stocks. Rate cut expectations have softened and Spot Gold surged to a record high at USD 3800/oz signalling rising risk aversion. However the rally Isn't dead. The S&P500, Nasdaq100 and Dow all hit record highs earlier this week before retreating slightly. Small caps and value stocks are leading the charge with small caps still trading at a 15% discount to fair value. Oracle $Oracle(ORCL)$
TOPYour perspective is refreshing
1.92K
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2025-09-25
BABA: From HOLD to BUY, and increase price target to $180
$Alibaba(BABA)$ (Alibaba to HOLD from BUY) - View on the mid- to long-term trajectory of Alibaba’s AI, cloud, and platform investments remains intact while lifting price target to $180 - Tiger ResearchWe are downgrading Alibaba to HOLD from BUY; However, we believe much of the upside has already been priced in following the sharp recent rally, leaving shares more vulnerable to near-term downside risk.Strong rally YTD / recent momentum. BABA has staged an exceptional run in 2025, with shares up more than 100% YTD and over 40% in the past month. We attribute this outsized move to renewed investor optimism around its AI/cloud pivot following the recent quarterly results, a series of encouraging corporate announcements, and broader improvements in sen
TOPIt's interesting that such a strong run leads to a downgrade.
2.41K
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2025-09-25
Are Alibaba, SMIC, and GDS the leaders in China's AI sector? Why?
$BABA-W(09988)$ , $SMIC(00981)$ and $GDS-SW(09698)$ ore representative companies in the AI industry chain within the Hong Kong stock market.They each hold leading positions in three key segments: AI models/cloud computing, AI chips, and data centers. Together, these three companies form a complete domestic AI industry ecosystem—AI models (Alibaba) → chip manufacturing (SMIC) → computing infrastructure (GDS)—giving them strong strategic positioning.As domestic AI models such as DeepSeek and Tongyi Qianwen gain rapid adoption, the demand for AI computing power continues to grow, and these companies are well-positioned to benefit. Here's the logic:✅ Alibaba: AI
TOPI have sadly sold my GDS just before all these AI triggered rallies, so my AI chain ⛓️💥 is left broken with only BABA and SMIC. Luckily SMIC is doing its job in carrying the burden… looks like we think alike [Silence][Tongue][ShakeHands]
2.48K
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2025-09-25
Behind SMIC's Target Price Hike: AI Inference Chip Orders Flood In, Domestic Substitution Logic Rewr
Key PointsAI Chip Demand Explodes: Chinese cloud service providers and AI chip manufacturers are accelerating the deployment of AI infrastructure, driving dual demand for both mature and advanced process chips. $SMIC(00981)$ SMIC stands to benefit directly: As China's largest and most technologically comprehensive foundry, SMIC will continue to secure incremental orders in areas such as AI inference and edge computing.Valuation Slightly Upward Revised: After raising 2028–2029 earnings forecasts, Goldman Sachs' target price is increased to HK$83.5, implying 13.8% upside potential.Valuation Logic Reassessment: Improved market expectations for the long-term growth of China's semiconductor sector have driven SMIC's forward price-to-earnings ratio up
TOPHow do Americans buy this in Hong Kong if SMIC comes up as "restricted"???
3.58K
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2025-09-25
NVIDIA Partners with Alibaba: VNET/GDS Set to Soar as AI Infrastructure Winners?
Dear fellow investors on Snowball and East Money, As a seasoned forum veteran specializing in Chinese tech and infrastructure stocks, yesterday's bombshell announcement from $Alibaba(BABA)$at the Yunqi Conference—a staggering AI investment plan exceeding 380 billion yuan, coupled with a deep robotics AI collaboration with NVIDIA—has ignited market sentiment.BABA shares surged 8% on the news, and even more remarkably, the two IDC giants $VNET Group(VNET)$and $GDS Holdings Ltd(GDS)$ soared 13% and 9% respectively—a classic case of "misery loves company" synergy. As infrastructure beneficiaries riding the AI wave, these
TOPPartnership with Nvidia is huge, BABA will get a nice piece of the AI pie. I just hope the flavour isn't hallucinated.
1.77K
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2025-09-25
Alibaba has hit a new high in more than four years, what strategy should be used to hedge?
The artificial intelligence (AI) investment boom is creating a peculiar new algorithm in the stock market: large-scale AI investment plans can bring market value growth returns that far exceed the amount invested.On Monday, Nvidia announced that it planned to invest as much as US $100 billion in OpenAI. The stock price closed up 3.9% that day, a record high. Two days later, Alibaba announced additional AI capital expenditures, and Alibaba's U.S. stocks rose sharply. They once rose 10.5% during the session and closed up about 8.2%, a new high in more than four years. Judging from the stock price trends of the two giants, the market seems to have set up an instant reward mechanism for heavy investment in the AI field.Within three trading days of announcing plans to acquire a $5 billion stake
22.59K
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2025-09-25
Why I'm Bullish on BABA Heading into the ASI Boom?
If you're keeping tabs on the tech giants reshaping the world, $Alibaba(BABA)$ just dropped some game-changing news at its 2025 Apsara Conference. As someone who's been tracking Chinese e-commerce and cloud plays for years, I see this as a pivotal moment. The company is ramping up its bets on artificial superintelligence (ASI), and it's got me convinced that BABA remains a solid buy. Let me break it down for you—starting with the big picture, then diving into the upgrades, growth drivers, and numbers. I'll wrap up with potential pitfalls, but spoiler: the upside looks compelling. $BABA-W(09988)$ The Big Bet on ASI: Alibaba's Vision for the FutureLet's kick off with the conference highlights. Alibaba Clou
TOPAnt finance is a game changer too, until China said it isn't. So for me, I will not touch any company that is under any authoritarian government influence, no matter how good the news is. Period.
2.18K
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2025-09-24
$TIGR 20250926 9.5 PUT$ Selling put option to earn premium and intend to buy back the share at fhis price
TOPSelling TIGR $9.5 puts for premium’s solid—locks in a good entry if it drops.
905
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2025-09-24
$BABA 20251010 132.0 CALL$ Baba AI investment is looking solid.
710
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2025-09-24
$AtlasClear(ATCH)$ Getting out at $0.75
4.56K
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2025-09-24
$Opendoor Technologies Inc(OPEN)$ made a grave mistake to buy @ high , should put all eggs into one basket
TOPAll eggs in OPEN? Bad call,high buys mean big losses, cut losses fast!
1.17K
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2025-09-24
$OPEN 20251003 7.0 CALL$ instead of offloading my shares, I would rather hold my shares and sell weeklies!
TOPOPEN’s Q2 revenue missed—do you think weekly premiums’ll cover potential share drops?
1.37K
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2025-09-24
$FUTU 20251017 100.0 PUT$ Tq futu for the pocket $[Lovely]
1.19K
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2025-09-24
$NBIS 20251219 75.0 CALL$ Lucky that Nebius been on uptrend. Hopefully can exercise it at expiry date. 🙏
TOPNBIS’s uptrend’s solid, but 75 strike needs 15% gains—don’t wait till expiry!
707
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2025-09-25
$SPY 20250924 660.0 CALL$ Caught a intraday daily range reversal of the low of the day range on a divergence on the SPY Got in at $1 and out at $1.50 from 0015am to 0025am
TOP50% gain in 10 mins? That’s a sick scalp—did you use RSI or MACD divergence?
1.37K
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2025-09-25
$Alibaba(BABA)$ Patience is key, this is called long term investment
TOPseems like analysts still have to catch up and factor in the news. if and when we see multiple revisions, this will get picked up.
10.76K
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2025-09-25
Tell me about your mentor and I will tell you how far you will go in the trading space If your leader isn't qualified to lead then you have a long way to go Mine is @Owen Moshe Gerry a leader and more $DQ(DQ)$
TOPThe real edge isn’t about guessing direction, it’s about managing risk. I only internalized that after going through Owen’s breakdown of risk management. It sounds basic, but it was game-changing.
1.17K
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2025-09-25
How much would APPLE invests in Intel in chipmaker
Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid $Apple(AAPL)$ $Intel(INTC)$ (Bloomberg) -- Intel Corp. has approached Apple Inc. about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that’s now partially owned by the US government. Apple $Apple(AAPL)$ and Intel $Intel(INTC)$ also have discussed how to work more closely together, said the people, who asked not to be identified because the deliberations are private. The talks have been early-stage and may not lead to an agreement
TOPmarket is fully valued but early iPhone 17 sales are up 19% year over year, I see new Apple store openings, services are at all time highs, mac sales are also doing great… upcoming theres more with AI, new hardware coming including a new mac and homepod and airtag coming up.
24.99K
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2025-09-25
S-REITs in Focus: New Indices, Rate Cuts, and a Landmark IPO
Questions from Michelle: Can we ask Kenny if this new 2 indices might boost the SREIT index because many of the components are the same? Ans: There are 16 small and mid-cap REITs in the new indices. The $LION-PHILLIP S-REIT(CLR.SI)$ iEdge REIT index and $NikkoAM-STC Asia REIT(CFA.SI)$ FTSE ST REIT index are heavily weighted in big cap REITs such as $CapLand IntCom T(C38U.SI)$ , $CapLand Ascendas REIT(A17U.SI)$ , $Mapletree Ind Tr(ME8U.SI)$ , $Mapletree Log Tr(M44U.SI)$ , $Mapletr
TOPImpressive insights! Excited for the future! [Wow]