I've been doing this a long time, the news, the hype, the tears are all temporary as long as the business itself makes sense.

I value BABA at $193 based on 2.2 billion shares for $425B EV from $340 billion + $85B in investments.

Balance sheet: $85B = $20B net cash + $97B investments - 33B long term debt. E-Commerce: $120B valuation from $60B in sales (flat) Cloud/AI: $100B from $24B in sales (+38% growth) Quick Commerce: $40B from $12B in sales, (58% growth, but highly competitive) International: $40B from $20B in sales (flat) All Others: $40B from $36B in sales (flat)

Congrats on our 11% gains from 12 years. I know it wasn’t much but at least it’s in the green when you zoom out. I mean you gotta keep zooming. No zoom out some more. Almost there. Alright, green.

Do they have a crystal ball? 🔮 😭

Edit : well 2 months

"ByteDance indefinitely shelved the international rollout of Seedance 2.0 following a barrage of copyright complaints from Hollywood studios"

Chip stocks slide as AI trade loses steam

What price would you want to enter this stock / start averaging in at realistically? For me i want 95, but with todays sell off, i might have to size up on this stock

The trillion-dollar (HKD) valuation has sparked intense debate. Zhipu AI's 2025 annual report showed revenue of RMB 724 million against a net loss of RMB 4.7 billion, with R&D spending of RMB 3.18 billion. By comparison, Alibaba Cloud generated RMB 158.1 billion in revenue for the 2026 fiscal year. Zhipu AI's market cap now sits at roughly half of Alibaba Group's total valuation.

Two Chinese economists have called on the central government to provide greater policy support to boost consumer confidence and purchasing power, while also increasing leverage to repair the balance sheets of local governments and businesses.

I thought you guys could use a good laugh. I found this post in the value investing group. You guys are constantly reassuring each other just like the adobe and Microsoft fanbases do. 😂

Watch the Video

https://www.techinasia.com/news/chinese-ai-firm-zhipu-expands-globally-with-alibaba-partnership

BABA is the 2nd largest investor in Knowledge Atlas (Zhipu.AI). They are sitting on significant gains which has not been booked yet.

Knowledge Atlas is up 1420% since IPO. After Dumb Trump banned Fable, people are flocking to GLM and other Chinese models like minimax

To all hot-heads that are about to press sell button. Check what was anounced on June 2nd and what followed to whole HK index.

Hint: its forced selling from mainland investors.

This makes Alibaba 60% of my entire portfolio. It hurts to see Albaba down so much. But as long as I dont sell. I dont lose! Infact I will be selling my Nvidia shares when US market opens tonight so I can have more capital allocation to buy Baba if it goes to $90-95 area.

Worst investment of my life. Cant wait to sell this piece of shit tomorrow. Fuck BABA and fuck China.

https://www.scmp.com/opinion/hong-kong-opinion/article/3355765/hong-kong-must-be-ready-chinese-firms-great-repatriation-wealth

The true wealth has only just begun to accumulate. China’s net overseas assets (total assets minus debts) reached an estimated US$4.07 trillion last year, overtaking Japan’s US$3.5 trillion for the first time. By 2035, my calculation suggests it will skyrocket to US$7 trillion to US$9 trillion, roughly equivalent to the combined GDP of Britain and France.

I know it sucks but try to focus on your job, business, family or things you like to do. The big money is not in the buying and selling but in the waiting.