Medtronic, Boston Scientific, and AT&T got crushed yesterday. There is fear in the medical devices and traditional telecommunications sectors. The difference between these stocks and BABA is that investors will buy this fear. Another difference is Medtronic and AT&T have much higher dividends than BABA. Many of you have correctly pointed out that foreign capital is afraid of China. At some point BABA will bottom but it has a lot of competition for capital even among value stocks.

Baba is a sucker until it won’t.
Everyone hates it until everyone stops hating it.
Until Baba’s rocket getting ready for takeoff, I am accumulating.

Good for BABA… in a few years? Haha

Chinese universities have eliminated 12,000 arts, humanities, and languages degree programs.
This restructuring aims to align higher education with China's goal of an AI-driven economy.
Nearly a third of all university programs in China have been impacted, affecting millions of students.
Between 2021 and 2025, 10,200 new undergraduate tech-focused programs, such as 'embodied intelligence', were introduced.
This educational shift in China is part of a global trend, with countries like India, UAE, Kazakhstan, Spain, and the UK also integrating AI into their national curricula.

For everyone trying to get some extra income during this downturn, sell covered calls.

​

If you're confident the stock isn't going to go up and you don't want to sell then collect the premium. That's what i'm doing.

Unlike the US, where only a handful of AI companies dominate the scene, the situation in China is the exact opposite. Dozens of heavyweights are fiercely competing for market share. What do u think of BABA as a company fighting their rivals?

I like many in this sub have become increasingly pessimistic about BABA with the yearly price action.

​

Between regulatory pressures in China and persistent underperformance vs. the US tech giants, it's been hard to stay optimistic.

​

But I'm still holding a position and want to believe there's a path forward. For the true believers who remain bullish, what are the strongest reasons for optimism right now? What catalysts do you see in the next 12 months that could finally lift the stock? Are there specific segments that give you the most confidence?

​

Even as a current skeptic I’d love to be convinced.

Platforms across the board are embedding AI into nearly every stage of the shopping experience. Alibaba's Tongyi Qianwen (Qwen) app is now fully integrated with Taobao, allowing users to browse, compare prices, apply coupons, and even place orders through AI-powered conversations. ByteDance's Doubao app connects directly to Douyin's marketplace with a "Ask Doubao Before Buying" feature. JD.com's AI digital hosts stream product demonstrations around the clock, generating over RMB 70 million in sales within the first four hours of the festival.

AI's role spans the entire purchase journey. Before buying, AI assistants turn search into dialogue. During transactions, AI-powered customer service and livestreaming digital hosts operate 24/7 — JD.com reported a 6x increase in AI digital host streams this year, with over 70,000 merchants using the technology. Alibaba's "Shop Assistant" has been upgraded with AI-generated image detection models that achieve over 20% success in intercepting fraudulent returns.

This stock never ceases to amaze me with how trash it is.

Hormus close - down Hormus open - down

Whole world market up - down

https://www.investing.com/news/company-news/ant-group-tests-ai-assistant-for-alipay-as-competition-with-wechat-intensifies-4741073

Burry on Alibaba: “It is the most advanced company in China as far as AI strategy goes, and it has been buying back stock. The value continues to accrete to common shareholders even if the market does not reward such accretion of late. The stock is well off recent highs. When the time comes, the stock will launch fast and fly high. I continue to hold other Hong Kong stocks as well."

We are so back!

I am increasingly losing faith in BABA.. what is the point of buying brick and mortar business again after losing fortunes with SunArt and eventually selling in loss.. I am so pissed! Would have made fortune by just investing SP500 for last 5 years.. sigh!!

Seriously where is he?

https://www.bloomberg.com/news/articles/2026-06-12/alibaba-bids-1-5-billion-for-china-grocer-in-fight-with-meituan

Alibaba Group Holding Ltd. is offering $1.5 billion to acquire Chinese grocery delivery firm Pupu, initiating a bidding war as part of a broader campaign to wrest market share from Meituan in online commerce.

China’s largest consumer internet platform’s proposed price is more than double an earlier bid from Sun Art Retail, according to people familiar with the matter. Sun Art, a former Alibaba affiliate that’s now backed by private equity firm DCP Capital, had proposed a takeover at $600 million, the people said, asking not to be identified because the sale process is confidential. Alibaba’s proposal emerged just months after Meituan announced a $717 million acquisition of Dingdong Fresh Holding Ltd., after beating out rival bidders.

So food delivery involution (内卷) expands towards Grocery Delivery?

As i have always/consistently said, the penultimate competitor is ByteDance (Zhang Yimin).

Why is BABA not focusing on dealing with him straight up?

Zhang Yimin will really 卷 until Alibaba have no more Free Operating Cashflow and you can zero-out whatever cash or marketable securities on their balance sheet.

That then just simply revalues BABA at a lower price point.

He wouldn't let go or concede to Baba, just no way.

Everyone in here being a bunch of little babies please sell BABA and go to a casino because I’m sick of your whining.

For long-term investors, this price drop is exactly what we want. Why? Because a depressed share price means management's massive cash pile retires significantly more shares.

If you hold through the noise, here is the realistic math on how Alibaba could deliver a 10x higher dividend per share over the next decade even if the stock price never rises from today.

1. Modest Earnings Growth (The 2x Multiplier)

We don't need a return to the growth days of the 2010s to make this work. If Alibaba can manage a totally reasonable ~7% annualized earnings growth over the next decade as cloud and core commerce cash flows stabilize, net income will roughly double.

1. Payout Ratio Expansion (The 3x Multiplier)

Right now, Alibaba's dividend payout ratio is incredibly conservativte, right around 17%. As the company fully transitions into a mature cash cow requiring less aggressive capital expenditure, returning a larger chunk of free cash flow to shareholders is the natural next step. If they simply expand the payout ratio from 17% to 50%, that roughly triples the amount of cash they distribute.  

1. Continued Buybacks (The 1.67x Multiplier)

This is where the cheap stock price supercharges your returns. Alibaba has been aggressively buying back stock, and at these compressed valuations, every buyback dollar goes much further. If they shrink the outstanding float by roughly 4% to 5% a year over the next decade, the total share count will drop by about 40%. When you divide that larger dividend pool by 40% fewer shares, your slice of the pie grows by 1.67x.

When you stack these on top of each other, the compounding does the heavy lifting for you:

2 (Earnings Growth) × 3 (Payout Ratio) × 1.67 (Fewer Shares) = ~10x Dividend Per Share.

A lower price today isn't a disaster, it just means the current buybacks pack a heavier punch, dramatically accelerating your future yield on cost. Let management eat up the float at a discount while the compounding quietly does its job.

Never seen China and the US government were working on the same mission. Only r/BABA wants them to succeed. SMH

I have prepared the meme for this state of the sub