Jo Betsy
03-17

$TENCENT(00700)$

Tencent: The Sleeping Giant Awakens

Boom. This is what happens when a market underestimates a true titan for too long. Tencent just dropped a blowout quarter, and the stock is responding the only way it should—straight up.

This isn’t just a Tencent rally—this is a wake-up call for the entire tech sector. Confidence is back, momentum is building, and those who doubted are now scrambling to get back in.

Alibaba: A Hold Till $150 or Take Profit After Super Boost?
Although food delivery is expected to weigh on profits, Alibaba delivered a positive surprise: the company has developed a new AI chip to fill the gap left by Nvidia in the Chinese market. The stock jumps 10%! FCF recorded a net outflow of RMB 18.815 billion, mainly reflecting increased spending on cloud infrastructure and investment in “Taobao Flash Sales.” ----------- Can AI become Alibaba’s next growth driver? Do you have confidence in Alibaba’s performance following this earnings report?
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