BABA is getting more interesting to me here. The market loves the AI capex story, but eventually the question becomes whether all that spending can actually translate into revenue growth that matters. That’s the part I’m watching most. It’s easy to get excited when companies talk bigger AI numbers.  It’s harder to know when that spending starts showing up clearly enough in the business to justify a rerating. I think BABA has more upside if execution follows the narrative. But if the market stops rewarding AI promises and starts demanding cleaner proof, this could stay choppy. Do you think BABA is building a real new AI growth story, or is the market getting ahead of itself again?

👋 Hey Tigers! The F4Q26 earnings report for $Alibaba(BABA)$ is in. Here's what the Tiger Research Team is saying: 👉 Maintain BUY rating 👉 Price Target maintained at $175 📈 👉 Latest Price as of May 13th: $144.22 The quarter was strategically encouraging but financially messy — revenue and profits missed estimates meaningfully, yet AI and cloud commercialization showed acceleration. Here's the breakdown 👇 1. F4Q26 Financial Check: The Numbers vs. Estimates 📉 Revenue: 📊 Revenue of RMB243.4bn was 4% below Tiger estimates (RMB253.5bn) and 1% below consensus (RMB247.0bn) The miss was partly due to reclassification of certain merchant subsidies from sales & marketing expense to contra-CMR Profitability (the main negative): 📉 Gross profit of RMB84.0bn

I think the market is treating Alibaba Group less like an e-commerce company now and more like a “China AI infrastructure + sovereign cloud” proxy. That is the real rerating driver. The bullish case is not hard to understand: Cloud revenue +38% AI-related revenue still growing triple digits Management saying AI products are already ~30% of external cloud revenue and could exceed 50% within a year “No GPU sits idle” implies utilisation is extremely high, which matters because idle GPUs destroy ROIC in AI infrastructure businesses  But the market is also glossing over something important: operational profitability is ugly right now. Adjusted net income collapsing toward near-zero while capex explodes tells you Alibaba is still in the “build first, monetise later” phase.  The key qu

Would like to see this AI bubble last 5 years 

Keeping a close eye on Alibaba (BABA) right now as we approach its Q4 and full-year fiscal 2026 results before the market opens tomorrow, May 13. Looking at the daily chart for the US ticker, there is a compelling Cup and Handle pattern forming that suggests the bulls might be ready for a breakout. The technical setup looks ripe for a potential gap up, especially if the earnings release provides the right spark to clear the overhead resistance we have been testing lately. Market expectations are a bit of a mixed bag, which often sets the stage for a surprise move. Analysts are looking for revenue to land around $35.23 billion—a healthy 8% year-over-year increase—driven largely by the continued acceleration of the Cloud Intelligence Group, which has seen growth climb toward 36% recently. On

$BABA might be one of those names where sentiment is still stuck in the old story. Everyone knows the e-commerce side, but if cloud and AI monetization keep improving, the next rerating may come from the market finally seeing Alibaba as more than just a retail platform. To me, that’s the real debate: is BABA still just an e-commerce giant, or is cloud becoming the new engine? I lean bullish, but only if execution keeps improving. 🫡 

Alibaba Cloud:  Challenging The Global Giants 🌟🌟🌟Investing in $BABA-W(09988)$  $Alibaba(BABA)$  $Alibaba HK SDR 5to1(HBBD.SI)$ right now feels like standing at the intersection of a proud history and a high tech future.  For years, Alibaba has been synonymous with e-commerce, a digital marketplace that defined modern China.  But the air is shifting. As we approach Alibaba's May 13 2026 earnings report, the question isn't just how much did the people buy but rather how much has Alibaba Cloud grown its market share. There is a quiet thrill in the idea that Alibaba - the

Alibaba earnings play! If cloud growth disappoints or AI spending continues to outpace monetization, the stock could easily fall back toward the US$120 range as investors revert to viewing Alibaba as a slower-growth retail platform rather than an AI infrastructure leader.  Currently, Alibaba feels like it is sitting directly between two identities: Old China e-commerce giant vs. emerging AI platform company. The next earnings report may determine which narrative wins. I hold a small position in BABA and will consider selling Put at $120 strike price to capture the high IV before earnings.

The Pulse The narrative is flipping. While Wall Street obsesses over $Alibaba(BABA)$ $BABA's e-commerce margin compression, the real story is unfolding in the cloud stack: 7 consecutive quarters of triple-digit AI revenue growth, analyst forecasts pointing to ~40% cloud revenue acceleration in March 2026 (vs. 36% in Dec 2025), and a $53B AI infrastructure war chest that's turning Alibaba into China's answer to $MSFT Azure and $AMZN AWS. The stock is pinned at $134 algorithmic support, down 32% in 6 months—but Morgan Stanley's $180 price target and 49 analyst "Buy" calls suggest the market is mispricing the cloud-to-AI pivot. This isn't your father's Alibaba anymore. 📊 Key News (Last 12 Hours) Cloud Revenue Acceleration: Alibaba Cloud revenue growt

$Alibaba(BABA)$  is scheduled to release its fiscal Q4 and full-year 2026 earnings on Wednesday, May 13, 2026, before the U.S. market opens. Following a significant miss in Q3, where adjusted EPS of $1.01 fell short of the $1.73 estimate, the market is laser-focused on whether the company’s aggressive investments in AI and cloud are beginning to stabilize the bottom line. Fiscal Q4 2026 Analysis Summary The consensus among analysts suggests a conservative outlook as Alibaba continues its transition into an "AI-first" ecosystem. Financial Estimates: Consensus EPS: Projected at $0.89 to $1.12 (varying by reporting standard). Revenue Forecast: Estimated at $35.81 billion (approx. ¥247.1 billion), representing modest year-over-year growth of abou

A possible bullish rally for Chinese stocks? 

Hong Kong Tech Watchlist for Monday, 11 May 2026 With U.S. tech and AI semiconductor stocks having already moved higher, the next question is whether capital rotates into the laggards. If market conditions remain supportive, China tech could be next in line. Historically, Hong Kong-listed China tech often lags global AI and U.S. tech rallies before catching up when earnings, policy tone and liquidity align. This makes next week important. The opportunity is not just “cheap China tech,” but selective exposure to companies where AI, margins, product cycles and shareholder returns can drive a re-rating. 1. Tencent — 0700.HK The highest-quality core holding in China internet. With earnings due 13 May, investors will watch whether AI can keep improving advertising, games and cloud margins. If g

ARKK Investment Tracker position change: Increased position in Alibaba by 263 shares, the number of shares held increased 0.059% compared to the previous period and now represents 1% of the total position.

ARKK Investment Tracker position change: Increased position in Alibaba by 789 shares, the number of shares held increased 0.18% compared to the previous period and now represents 0.98% of the total position.

$Alibaba(BABA)$ I think we're heading back to $300 and then $500. With AI, Cloud, and Robo margins at 42% and revenue growing over 30%, we could even see $900–$1,000.

Markets are rotating back into high-growth themes, and a few names are starting to stand out across AI, cybersecurity, and housing. With earnings, policy expectations, and sector momentum all aligning, $RKT, $BABA, and $CRWD are setting up as key stocks to watch in the near term. 1. $Rocket Companies(RKT)$ - housing affordability narrative into midterms - acquisitions of redfin + mr cooper - now controls a massive chunk of housing funnel - ai can help underwriting, approvals, processing - trump: "fed should lower interest rates" - weekly chart is gorg $RKT is @ $14.65 2. $Alibaba(BABA)$ - "biggest winner in china's ai race" - can rip post-earnings (see sept '25) - full stack ai = cloud + models (qwen) + di