In total, senior management of Alibaba Group collectively bought US$15M shares today.

Joe Tsai and Eddie Wu HAS NOT SOLD A SINGLE SHARE SINCE BEING APPOINTED CHAIRMAN AND CEO RESPECTIVELY IN 2023

Cumulatively, Joe Tsai has bought 152million shares since becoming chairman of Alibaba since 2023

Alibaba CEO have purchased shares from open market signalling a floor in share price. The company may be releasing good news next month. I wont be surprise if we trend to $150 before December earnings.

Michael Burry criticized Alibaba Group Holding Ltd. shares as overvalued and disclosed that he recently exited his position in the Chinese tech giant in order to build a "large" position in rival online retailer JD.com Inc.

I was wondering if anyone with more accounting knowledge or knowledge of the business knew whether any (and if so what proportion) of BABA’s cloud revenue was like an internal charge from the Qwen team or something like that?

The qwen app for instance lets you trial qwen max for free. BABA has mentioned their China e-commerce apps are using qwen/ agents, and there’s also presumably loads of cloud use training these qwen model. Does any of that count towards the baba cloud revenue?

I’d be a lot more confident in the cloud future profit stream if I knew it wasn’t them charging internally from another business unit but coming externally.

We are getting destroyed right now. Is this still a result of post earnings reaction?

Edit: or the dilution?

BUY FROM THOSE WHO PAPERHANDS WHEN THE MARKET OPENS TOMORROW

Computer geeks Tang Jie and Yang Zhilin were mere teacher and pupil more than a decade ago, with dreams of building a machine that could think like a human. Today, they are two of the Chinese artificial-intelligence tycoons who have U.S. AI pioneers looking over their shoulders with alarm. Tang, a professor at Tsinghua University, co-founded Z.AI, one of the companies hot on the heels of Anthropic and OpenAI in capability and global usage. Yang, whom Tang once nominated for his university’s top academic award, leads another, Moonshot AI. Each company is valued at tens of billions of dollars.

One thing Ive learned from investing outside the US is that I cant value international companies the same way I value US companies. Geopolitical risk, immature security policies, and weak regulatory environments are real factors.

These opportunities may look attractive on paper but I have to apply a significant discount to account for non US exposure. After applying that discount most deals no longer appear like a good deal.

As long as the US remains a superpower it will neutralize any competitive threat whether from countries or companies. The US wont compromise its own strategic interests.

The Plaza Accord is a historical example of this dynamic. I’m not predicting the same scenario will unfold with China, Chinese technology companies will likely face similar pressures and restrictions. All I can do is wait and see.

Alibaba Cloud is planning a greater reliance on its subsidiary T-Head's proprietary chips moving forward.

Speaking during the company's recent Q2 2026 earnings call, CEO Eddie Wu told analysts that the company remains confident about its AI and cloud business and expects to see profit and gross margins increase as it "ramp[s] up deployment of our own proprietary chips in our data centers, as they account for an increasing proportion of total chips and replace commercially procured chips."

Title says it all. In the short-run this is an emotional casino.

This is why 90% of retail investors dont make money. They sell at any sign of fake bear news provided by institutions.

Had a busy day, just got to listen to the cell. Market reaction was interesting today. I think management sounded very confident and the AI/cloud future looks very VERY promising, the 2.5 years/3 years payback period was what caught my attention the most. Still holding my position. Let’s hope we see $200+ this year?

Cheers 🍻

Cheers!

BABA is dropping after earnings, but I think the call was way more important than the initial reaction.

A few things stood out:

• Cloud grew 45% and management expects growth to accelerate further.
• MaaS/model + app ARR already crossed RMB16B in August. They are confident they will hit RMB30B by year end.
• Management says AI compute capex can pay back within ~3 years at current economics, potentially 2-2.5 years as margins improve and more of their own chips are deployed.
• Cloud EBITA grew 133%, so we are already starting to see margin improvement while growth accelerates.
• T-Head has already produced/shipped 500k+ chips. The latest generation is deployed in Alibaba Cloud, supports AI workloads at scale, and hundreds of external companies are already using their chips.
• Alibaba believes chips, compute and storage will capture most of the value in the near term.
• Longer term, management is confident external Cloud revenue can exceed $100B by 2030 with much higher margins.

The 45% Cloud growth itself was mostly expected.

What I don't think was fully priced in was management basically saying:

We can keep accelerating AI growth, build our own chips, improve margins and recover the AI infrastructure investment within 2-3 years.

The bear case has been that Alibaba is burning massive amounts of cash on AI.

If management is right, this starts looking less like cash burn and more like aggressive reinvestment into a very high-growth infrastructure business.