Alibaba's earnings report is coming: what do you think? How to do it?
$Alibaba (BABA) $It is scheduled to report its second quarter fiscal 2026 results on Nov. 25.According to the forecast of 16 brokerages, Alibaba's revenue in the second quarter of fiscal year 2026 is expected to be between 236.229 and 247.652 billion yuan, compared with 236.503 billion yuan in the same period of fiscal year 2025, showing that the year-on-year growth rate dropped from 0.1% to 4.7%.. The median was RMB 242.39 billion, a year-on-year increase of 2.5%.Due to the intensified competition in the instant retail business caused by the impact of the "food delivery war" and artificial intelligence investment, according to the forecast of eight brokerages, Alibaba's non-GAAP net profit in the second quarter of fiscal 2026 is expected to be betwe
🚀 Nov 17—— Nov 21 Leaderboard: Top Traders & Market Highlights!
Last week (November 17-21), the Hong Kong and US stock markets ended with fluctuations following the rhythm of "concern - stabilization - rebound". The US market experienced a sharp decline at the beginning of the week due to the correction of the AI sector and valuation concerns. However, with signs of support from the New York Fed President for interest rate cuts by the end of the year and the replenishment of risky assets before the weekend, the market rebounded significantly on Friday, causing the index to close higher than the midweek low. Overall, US stocks experienced increased volatility this week, with sentiment shifting from panic to cautious optimism.In Hong Kong, $HSI(HSI)$ has been under pressure and declined this week,
$SANY HEAVY IND(06031)$ Made some decent gains on Sany and staying bullish! Its new South Africa plant takes time to ramp up, so don't expect a quick stock pop. Sany was never a short-term play—it's a steady wealth-building choice. Stay calm through volatility and patient for long-term rewards. Btw, Tiger's SGD688 offer was fire! Sadly, I missed the boat on that one.
$ZIJIN MINING(02899)$ Caught the Contra 688 welcome offer and already scored a nice gain on Zijin! This stock is the real deal – proven over 30 years with robust profit growth through cycles. With the bullish outlook for gold/copper and its global expansion, the run looks far from over. Staying long!
$XIAOMI-W(01810)$ Nice little gain on Xiaomi! Perfectly timed with the contra688 promo - used the free vouchers to average up, big shoutout for the rewards! Goldman just upgraded them, highlighting the AI narrative. Xiaomi's heavy R&D investment is solid, and I still see it as a high-growth play for the long run. Holding tight!
$SMIC(00981)$ Rode SMIC's V-shaped rebound for some solid gains. The Contra 688 vouchers were a perfect boost! With the chip cycle turning and its key role in China's tech, I see a 2-3x revaluation ahead. Holding for the long haul!
$MEITUAN-W(03690)$ on the rise! Just nailed a nice gain. The $95 support level I mentioned held strong — any dip is a buy-in chance. Perfectly timed with the Contra688 event; using free vouchers to load up feels great! Bullish in the future.
$BABA-W(09988)$ Just bagged some gains on Alibaba! Its AI app "Qianwen" hit 10M+ downloads in just one week of public beta—this is only the beginning. Its potential is massive and it could really become a flagship AI product. Perfectly timed with the recent Contra688 event, using the free vouchers to boost my position feels great. Bullish on its future ride!
$CIG(06166)$ Just bagged some gains with Cambridge Tech! Riding the wave of AI infrastructure boom, and their CPO tech is a real game-changer. Sweetened the deal with the Contra688 promo—free vouchers for more shares! The path to $100B is never smooth, but every dip is a chance to load up. Holding tight for the peak!
$POP MART(09992)$ Made some easy money riding on Pop Mart's global expansion! Their entry into the North American market has been surprisingly smooth, truly a standout among Chinese brands going overseas. Perfect timing with the Contra 688 offer—snagged the vouchers on my first trade. Double the gain, double the fun! Holding for the long haul.
$IDT INT'L(00167)$ thesis playing out nicely! Their IoT biz like smart meters is gaining real traction. Holding with confidence~ Major FOMO for missing Contra688 - those vouchers are a game-changer. Next promo I'm not hesitating!
$Alphabet(GOOGL)$ is on fire—hitting new highs for 3 straight days, solid gains! Also scored the Contra688 offer, snagging SGD 688 in cash vouchers, so lit. With Gemini’s commercial potential, in-house TPUs, and full-stack AI leadership, I bet it'll become the top market cap in 3-5 years!
$XPeng Inc.(XPEV)$ 's "Applied Physics AI" strategy is gaining traction, from viral robot videos to upcoming flying car production. The recent volume breakout brought solid gains, and I'm using the Contra688 cash boost to double down. This could be the next big play in smart mobility!
SanDisk just learned the hard way what “hot stock meets cold water” feels like. On Thursday, Nov. 20, newly re-listed SanDisk (SNDK) sank roughly 20% intraday during a broad tech selloff, erasing a chunk of its 2025 gains in a single session. The slump arrived as Wall Street flipped from early green to deep red after Nvidia’s post-earnings pop faded and risk appetite soured. By the close, the Nasdaq logged its lowest finish since September. If you’re thinking, “SanDisk? Didn’t that get bought years ago?” — yes, and then it came back. Western Digital spun off its flash unit this year; regular-way trading for SNDK began on Feb. 24, 2025. In other words, the SanDisk brand is once again a standalone, public memory maker. Three pressures hit all at once: 1) A shaky tape. Thursday’s reversal was
Tech Weekly: Gemini 3 Triggers AI Realignment and Market Strategy Adjustments
Week after week, the AI technology investment landscape is undergoing unprecedented rapid transformation, akin to the time dilation scenes in Interstellar—where one hour in tech investing equates to seven years in the $S&P 500 ETF (SPY)$ market. The launch of Gemini 3 has become a pivotal event recently shaking up the AI industry, not only reshaping the competitive landscape but also compelling investors to reassess market logic and strategic positioning.Gemini 3 Reshapes the AI Competitive LandscapeThe launch of Gemini 3 marks the AI industry's official departure from its previous phase of homogeneous competition, ushering in a new era of differentiated competition. This model delivered outstanding performance in benchmark tests, with exceptional
$Palantir Technologies Inc.(PLTR)$ Palantir just did that Palantir thing—rip to records, then a sudden air-pocket lower. Now everyone’s staring at the $160s like it’s an unclaimed parking spot. Does the chart really want to “fill the gap”? After sprinting to an all-time high just above $207 on Nov. 3, Palantir (PLTR) slipped hard in the sessions that followed. The first big crack came the very next day, when shares fell ~8% despite blowout results and raised guidance. Since then, the stock has chopped lower in bursts, with this week’s ~7% slide knocking it back toward the high-$160s. Even after the skid, PLTR remains more than double its level from January. Why the whiplash? Ironically, the drop landed
Positive momentum for Office S-REITs as vacancy rates ease and rents climb
In 3Q25, the Urban Redevelopment Authority (URA) reported a modest tightening in office vacancy rates, easing from 11.4% in 2Q25 to 11.2 per cent. According to CBRE Singapore, Grade A office rents increased 2.1% year-on-year, underpinned by constrained new supply in the CBD core over the coming years.This trend supported stronger performance among Singapore-listed office REITs, driven by healthy occupancy levels, positive rental reversions, and proactive asset management strategies.The S-REITs with significant Singapore office exposure are $CapLand IntCom T(C38U.SI)$$Mapletree PanAsia Com Tr(N2IU.SI)$$Keppel Reit(K71U.SI)$
Weekly: Wing Tai, Banyan Tree, AU8U, Bukit Sembawang & Duty Free Intl directors raise stake
Over the five trading sessions, 60 director interests and substantial shareholdings were filed. Across 25 primary-listed stocks, Directors or CEOs reported 10 acquisitions and no disposals, while substantial shareholders recorded five acquisitions and five disposals.1. $Wing Tai(W05.SI)$ Wing Tai Holdings chairman and managing director Cheng Wai Keung continued to build his deemed interest in the company, through his spouse Helen Chow acquiring shares. From Nov 14 through to Nov 20, Mr Cheng increased his total interest in the leading real estate developer and lifestyle retailer from 62.19% the company, up to 62.24%. This is up from 61.64% at the end of 2024. 2. $Banyan Tree(B58.SI)$ On Nov 14,