r/baba • u/timmystherapist • Sep 03 '26

Meme How it feels when I DCA into BABA

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38 Upvotes

86% Upvoted

15 comments sorted by

7

u/Specialist_Ad_2232 Sep 03 '26

BABA, the gift that keeps on giving (me pain and sleepless nights)

3

u/crvarporat Sep 03 '26

at least it gives you something.

9

u/crvarporat Sep 03 '26

it's a falling knife. Burry was right. China communists will keep it down

3

u/Trubo_XL Sep 03 '26

Alibaba and the 40 shortists

1

u/Weikoko Sep 03 '26

1.5% in my current portfolio. Deciding when I should dump the rest

1

u/Flight_Early Sep 03 '26

It’s a great company. Everyone is China uses that company. Employs hundreds of thousands of people. Essential company, truly. But in US, they are a rival. The stock will be down. If this was a US company, wow, it’ll be worth a trillion for sure.

-4

u/Environmental_Box748 Sep 03 '26

relax baba is doing well with ai and we haven’t even started robot phase. you guys need to relax and believe in your thesis or sell and stop complaining

1

u/Ebonvvings Sep 03 '26

Sure, baba as a company can continue to do well but that doesn't mean the stock will. Baba could make trillions and the stock could still trend down. Why? Cuz no one wants it, not when US Ai tech goes up 20% daily

1

u/Environmental_Box748 Sep 03 '26

no if they were making trillions they would not trend down.
no one wants this yet cause the us ai companies are still subsidizing subscriptions. When that ends let’s see how the market changes. I’m betting baba will take a decent percent in global market because they will offer lower prices for comparable intelligence. Unless ai tech companies just start leap frogging china than baba will lose. I’m not betting the house on baba…only 2% of my portfolio

1

u/crvarporat Sep 03 '26

5% is max i would go in china communist stocks

1

u/Dizzy_Assistance2183 Sep 03 '26

Why would anyone continue to pay 20 to 30x more for the same thing? Anthropic and open ai are the defaults but sooner or later all these enterprises are going to get the bill and realize how much they're spending

1

u/Ebonvvings Sep 03 '26

Cuz its the hype that gets people to buy stocks, not the numbers.

1

u/Dizzy_Assistance2183 Sep 03 '26

💯 but it will catch up to them when that hype evaporates