🌟🌟🌟I vote $Alibaba(BABA)$ $

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koolgal
08-20 07:55

🌟🌟🌟I vote $Alibaba(BABA)$ $BABA-W(09988)$ will close Flat in the -5% to 5% zone. Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters. Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges.

A "Very Red" crash is almost entirely off the table because the underlying top line volumes are exceptionally health. Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with $Apple(AAPL)$ , the long term turnaround is undeniably visible.

Alibaba's active buy back program stands at a huge USD 65 billion. This acts as its defence shield. If earnings wobble, management can buy back to support the stock.

Compared to its US peers, Alibaba is undervalued & a great Buy.

@Tiger_comments @TigerStars @Tiger_SG

# Alibaba and Xiaomi Set to Report — Is AI Investment Finally Paying Off?

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AndrewWalker
·08-20 18:13
The Apple integration angle matters more than people think. From a longer view, that is ecosystem stickiness getting rebuilt while the market keeps staring at margin compression lol
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fuzzyx
·08-20 18:13
That buyback shield sounds weaker than bulls think. Four straight EPS misses plus softer free cash flow makes flat feel generous here
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Alibaba, Xiaomi, Baidu, or Kuaishou — whose print are you waiting for?","image":"https://community-static.tradeup.com/news/80bd10c1815deb5e7e65e6d7b161bd26"}],"images":[{"img":"https://community-static.tradeup.com/news/66922db654303edd8cbd7f65db6e4143"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/66922db654303edd8cbd7f65db6e4143"}],"title":"","html":"<html><head></head><body>🌟🌟🌟I vote <a href=\"https://ttm.financial/S/BABA\"> $Alibaba(BABA)$ </a><a href=\"https://ttm.financial/S/09988\"> $BABA-W(09988)$ </a>will close Flat in the -5% to 5% zone.&nbsp; Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters.&nbsp; Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges.\n\nA \"Very Red\" crash is almost entirely off the table because the underlying top line volumes are exceptionally health.&nbsp; Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with <a href=\"https://ttm.financial/S/AAPL\"> $Apple(AAPL)$ </a>, the long term turnaround is undeniably visible.\nAlibaba's active buy back program stands at a huge USD 65 billion.&nbsp; This acts as its defence shield.&nbsp; If earnings wobble, management can buy back to support the stock.\nCompared to its US peers, Alibaba is undervalued &amp; a great Buy.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/66922db654303edd8cbd7f65db6e4143\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟I vote <a href=\"https://ttm.financial/S/BABA\"> $Alibaba(BABA)$ </a><a href=\"https://ttm.financial/S/09988\"> $BABA-W(09988)$ </a>will close Flat in the -5% to 5% zone.&nbsp; Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters.&nbsp; Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges.\n\nA \"Very Red\" crash is almost entirely off the table because the underlying top line volumes are exceptionally health.&nbsp; Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with <a href=\"https://ttm.financial/S/AAPL\"> $Apple(AAPL)$ </a>, the long term turnaround is undeniably visible.\nAlibaba's active buy back program stands at a huge USD 65 billion.&nbsp; This acts as its defence shield.&nbsp; If earnings wobble, management can buy back to support the stock.\nCompared to its US peers, Alibaba is undervalued &amp; a great Buy.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/66922db654303edd8cbd7f65db6e4143\"></t-t></body></html>","text":"🌟🌟🌟I vote $Alibaba(BABA)$ $BABA-W(09988)$ will close Flat in the -5% to 5% zone. Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters. Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A \"Very Red\" crash is almost entirely off the table because the underlying top line volumes are exceptionally health. Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with $Apple(AAPL)$ , the long term turnaround is undeniably visible. Alibaba's active buy back program stands at a huge USD 65 billion. This acts as its defence shield. If earnings wobble, management can buy back to support the stock. Compared to its US peers, Alibaba is undervalued & a great Buy. @Tiger_comments @TigerStars @Tiger_SG","highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/598597869908424","repostId":0,"isVote":1,"tweetType":1,"viewCount":785,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09988","AAPL","BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":837,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":598749754357304,"commentId":"598749754357304","gmtCreate":1787220806427,"gmtModify":1787225252222,"authorId":9000000000000172,"author":{"id":9000000000000172,"idStr":"9000000000000172","authorId":9000000000000172,"name":"AndrewWalker","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":598597869908424,"objectIdStr":"598597869908424","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"The Apple integration angle matters more than people think. From a longer view, that is ecosystem stickiness getting rebuilt while the market keeps staring at margin compression lol","text":"The Apple integration angle matters more than people think. From a longer view, that is ecosystem stickiness getting rebuilt while the market keeps staring at margin compression lol","html":"The Apple integration angle matters more than people think. From a longer view, that is ecosystem stickiness getting rebuilt while the market keeps staring at margin compression lol","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":598749493571616,"commentId":"598749493571616","gmtCreate":1787220806343,"gmtModify":1787225252608,"authorId":9000000000000407,"author":{"id":9000000000000407,"idStr":"9000000000000407","authorId":9000000000000407,"name":"fuzzyx","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":598597869908424,"objectIdStr":"598597869908424","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"That buyback shield sounds weaker than bulls think. Four straight EPS misses plus softer free cash flow makes flat feel generous here","text":"That buyback shield sounds weaker than bulls think. Four straight EPS misses plus softer free cash flow makes flat feel generous here","html":"That buyback shield sounds weaker than bulls think. Four straight EPS misses plus softer free cash flow makes flat feel generous here","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}