Reddit Posts
I'm a china stock bag holder BABA and NIO to the moon. I already lost half my retirement here it can only go up from here 🌙 🌚
First week of my trading life and I am YOLOing SOFI calls. Guys I think I really belong here.
I called my wife an idiot when she told me to sell BABA at $220 for a small loss. What do I do now?
Is China set for "finally" bottom and an epic rally?
Is Ryan Cohen (RC Ventures) still invested in $BABA?
Massive divergence between BABA share price and EPS. Could be a setup for a massive rally.
Histogram Insights on 1-15 Day Returns Across Various Assets
Kramer says sell 🇨🇳 China stocks. Buy Buy Buy #BABA
Probability of profit from below calls? Expiring on 26 Jan
Shitibank gave me a quarter million to buy shiti-Chinese company $C $BABA
Any Alibaba (BABA) holders in this community?
Down to 6.5k from 20k. Is there a point in selling?
Will #BABA become #1 MEME of ‘24 by July
Not selling in last couple days of year because of taxes
Note to Softbank: don’t F with Wall Street, WallStreetBets will F with you.
TKVR Financials look like a dream, exciting business. Research (DD) *MUST READ*
Bought COIN puts yesterday and sold them just now, +$25K. And wish I had gotten out of BABA and PLTR yesterday but I’m bad at cutting losses
BABA, Chy-Nah or Chy-Yah? Jack ma scrapping together $1.4 mil to sell street food for his retirement? will Baba be handed back to Chyna control? Xi New End Game Goal? Will they assign another CEO from a Chinese owned American Enterprise to run said Baba?
Sold TSLA calls at the peak this morning, +$22K. Gains all due to me liking cyber truck videos on YouTube. Getting out of BABA and PLTR soon
Thank you cyber truck! Should try to close PLTR and BABA soon. And should I get COIN puts?
Wdf u doing BABA, Be a nice calitalist company and make me profit.
BABA today hit a new 52-week low. This is ridiculous.
Alibaba dips on MS downgrade as PDD grabs spot of most valuable Chinese e-commerce firm
Farfetch (FTCH) 50/50 play set for the coming weeks
TKVR (DD) *Must Read* Financials look like a dream
Sold 1/3 of my TSLA shares so I could feed baby his BABA. TSLA has made me 10x on my money at the moment. I'm set to buy about 70 more shares of BABA on Monday with other funds. Tell me why I'm wrong.
This was two years ago... JOIN ME! Lets GET BABA SQUEEZE!!
Two years ago boys... this one hurt... JOIN ME!!! LETS GET BABA TO SQUEEZE!!!!! Calls ON BABA!!!
After losing it all on BABA, Walmart bringing me back from the depths.
What do you guys think of CHINA names?
As GPT-4 coming, Tech companies Promote the AIGC + 5000 IP content ecology
Suggestions on how to recover losses if I am not selling my winners
Most tech companies rapidly develop a new era of intelligent man-machine
WiMi Hologram Cloud (WIMI) focuses on the development of the AI industry
$BABA - U.S. & China Agree to Ease Trade Tensions
Digital Industry To Revitalize: WIMI takes” AI+ AR” as the core to expand new paradigms and new scenarios
China's Financial Landscape: A Dance of Decline, Distrust, and Desperation
AI big model industry: WIMI Focuses on AIGC into the AGI high growth space
What are you bagholding and how long?
For those who were telling BABA is the one.. thoughts?
Up $55K in one trade, pay for college or back into options?
Gave out $BABA last week went 2X - NEW YOLO - $DIS $89 Calls / Aug 18 2023 Expiration / ~$58k cost basis - wish me luck regards
YOLO - 200 contracts / $BABA $98 Calls / Aug 04 2023 Expiration / ~$48k cost basis - wish me luck fellow regards
$WIMI stimulates new drivers of commercial realization of AI high-value scenarios
$WIMI stimulates new drivers of commercial realization of AI high-value scenarios
Loss porn & yolo on life saving / IRA / 401k
Where was this AI when I appropriated double my net worth to secure prodigious amounts of BABA puts?
Mentions
Sure I’ll correct you, the structure you’re referring to is a VIE. Not all Chinese companies are VIEs and BYD isn’t, it’s also both listed on the Chinese mainland and HK. The implication for either VIE or not is not really higher risk or lack of ownership, because the Chinese government has acknowledged it as a legal workaround to laws preventing foreign ownership of specific types of companies. VIE companies are also listed in HK, with which the stocks are exchangeable. If you look at history, it’s actually the US who has attempted to delist Chinese stocks whereas China wants its companies to be able to IPO in other stock markets. When you also say a lack ownership it’s not true in its current form because companies like BABA also buys VIE stocks, and VIEs are entitled to dividends. Chinese stocks that aren’t VIEs also give foreign owners dividends and buybacks.
$QQQ 8/20 577 and 580 calls - i need a hail mary also grabbed some $BABA 8/26 121 calls for ER.
BABA supposed to be reporting this week eh?
BABA supposed to be reporting this week eh?
Yea I remember the $LK scandal. I wish things were better more regulated. Always had some $BABA because of how crazy their financials were and it just kept falling.
Anyone playing BABA for next week?
Are we shorting BABA next week?
Lord I see what you’ve done for UNH. Please do the same for BABA
They said this about Munger when he bought BABA too. I’m just saying to proceed with caution.
Thoughts on $BABA earnings next week?
Unless when they bought BABA at $250
BABA is a buy at $100. Every Chinese stock is basically shit because the Chinese government is so unpredictable.
Can’t wait for BABA to ruin my life
Long UNH, LULU, and BABA… I’m basically Michael J. Burry
Nice. I’ve got BABA calls and EL puts for next week
When tf does $BABA report?
BABA gains from yesterday gone. RDDT keeping the gravy train alive. Some selloff from PLTR continuing from yesterday
NBiS, KEYS, BABA, WDAY
So anyone else having fun with FUTU Rather play that than BABA or whatever if I'm going for GYNAA
I hate BA I hate BABA But I don’t like betting against spy Good luck and may they all crash for you
Shiller P/E doesn't paint the whole picture because of 1) interest rate and interest rate expectation differentials, 2) historical differences in margin 3) index earnings quality and cyclicality. 4) other factors 1) If interest rates are high or increasing, P/E will also be low, so you also need to take into account historical differences in iterest rates 2) Higher margin companies deserve higher multiples because they make money safer and easier, ie if an economic shock comes along, higher margin companies are able to withstand the shock better. Higher margin companies also suggest higher pricing power, another reason multiples should be higher. 3) A company that makes money like a bank, which depend on interest rates, or makes money selling commodities, which depend on commodity cycles and prices, don't deserve high multiples because they have low pricing power, and depend on non-organic growth. Basically, cyclical earnings are not attractive compared to recurring revenue. Historically, the index earnings were more cyclical, but it is now more recurring due higher concentration in big tech companies. 4) Other factors include: Simply more financial education, because more people are going to college, etc. makes the index valuation higher as financial industry/services is more in demand. Things like less regulation, lower corporate taxes, stability of government institutions also increase valuations. When China went after BABA and everyone deemed it un-investable and put their index P/E at less than 10, was that justified? If it was, then so is putting a high multiple on a country's "desirability." Financial education also includes the government's own education, its ability to deal with crisis. We're now constantly talking about the "Fed put" as in when the economy slows, when is the Fed going to cut. If government institutions can deal with crisis faster and earlier, when should people sell as much when a crisis happens? This wasn't the case, even in 2008, and not the case historically, when the government was kind of inept during the great depression for example. This all increase valuations compared to history.
Wahoo finance says BABA earnings tomorrow, brokers say next week. Comments somewhere says next week maybe? Puts on people
Why did BABA jump today?
Up 100% on BABA calls bought at close yesterday. Of course I only bought 3
BABA on steroids last 24 hours
dayumm, wasn't CAVA $150 a few months ago. People soured on BABA GHANOSH that quickly? https://preview.redd.it/qogvxmz1lrif1.png?width=2686&format=png&auto=webp&s=204e7a544af0f592e12d46128aca7c511345317e
I’m in a similar camp , I’ve been adding to my BABA position over the past few months for many of the reasons you outlined. The restructuring is a big one for me; spinning off or IPO’ing certain divisions could unlock value that’s currently buried under the “China tech risk” discount. I also agree that Alibaba’s domestic focus shields it from some of the geopolitical trade noise that hurts other Chinese companies. The valuation is hard to ignore when you compare it to U.S. peers with slower growth and much higher multiples. That said, I’m keeping it a mid-sized position because sentiment can turn on a headline, but long-term I think the risk/reward is skewed in our favor.
Will BABA moon or what
If BABA doesn’t moon tomorrow… I will miss gambling with y’all. Jk see you on Thursday
Do I sell my BABA calls before earnings or nah
Long $BABA we ride at dawn, earnings tomorrow
I hold a small BABA position, and my approach is to balance the fundamentals against the macro risks. On paper, Alibaba looks undervalued with strong revenue streams in e-commerce, cloud, and digital payments. But the political landscape, U.S.China relations, and potential tariff escalations create uncertainty that can override fundamentals in the short term. If you believe in the long-term growth story, dollar cost averaging can help smooth out volatility. If the risk feels too high, trimming your position to a size you’re comfortable holding through turbulence is reasonable. Personally, I’m keeping my allocation small and reassessing quarterly based on both earnings and geopolitical news.
Really liked this post. Alibaba feels like one of those rare setups where everyone’s focused on the noise and missing the bigger picture. The restructuring, Jack Ma quietly coming back, China needing its own tech giants to thrive it’s all starting to line up. The valuation’s just wild too, like it’s priced for disaster when the pieces are actually falling into place. Feels like one of those moments where doing the uncomfortable thing (like holding BABA) might pay off big. Sometimes the market screams “panic,” but the smart move is staying calm and thinking long. Feels deeper than just a trade.
I need BABA to do what it's doing for the next 90 days.
That makes perfect sense. I've been there before - held onto and quadrupled down on owning BABA, before finally getting out at a small profit. I needlessly tied my capital up for years on that trade.
Is BABA confirmed earnings for this week or next week?
There’s a big difference. Trump makes a lot of noise, but ultimately private capital has much more influence in America. You can see how companies can easily secure exemptions even in when dealing with national security issues like NVDA chips. Making money is the priority for everyone. No one in Xi’s China can contradict the security state ever. There is no concern for private capital over the CCP’s political agenda and domination. Look at Elon vs Jack Ma. Elon called Trump a pedophile and railed against him publicly for weeks. He moved to start a new political party. Ultimately he kept all of his government contracts and nothing happened beyond Twitter feuds. The only thing Jack Ma did was criticize CCP policy publicly. He disappeared for months and BABA never recovered. But hey, the market tells the story for you. There’s a reason no one wants to buy China until the risk profile changes. It’s a gamble.
I think one of the biggest issues is that it's hard to trust the data come out of the Chinese government and Chinese businesses. Nothing is audited to the level of Western companies. Also, unless you're buying on Chinese exchanges, what you're getting with BABA and BIDU doesn't even give you rights to company equity or stock. It's not the same as if you buy MMM or AMZN. I'm not saying that things will turn out poorly, and I do own a small amount of BIDU and BABA myself, but look into it so you know what you're getting into.
The moment the CCP fked BABA over, even doe it was their golden egg to triumph over Amazon I decided to never invest in China again. A company in China is only able to flourish IF the government let's it.
Only stock I can think of that comes close to your criteria is PDD. BIDU BABA TCEHY JD are other big names but nowhere close to 30% growth (I assume you mean top line). BIDU/BABA/JD all down big over 5 years; while TCEHY up slightly, and PDD up but severely underperforming SP500. All the single digit PE is there to match the no growth to low single digit growth. PDD is up more recently due to the recent rise of Teemu.
Why does no-one know when the fuck BABA earnings are?
Great news. And $BABA is breaking out in the Monthly. That’s an early stage multi-bagger.
Definitely buying some BABA if it dips, those AI glasses at WAIC where absolutely insane. No way this product is not going to be hugely popular all over the world in a year or five.
Just had a moment of PTSD over how much money I lost trying to hit it big with BABA a couple years ago and eventually selling for like a 30k loss, just to check this year and see I would’ve been up. I think I got some of it back moving what I sold into GOOG and NVDA - but still, ugh
China Brazil BABA EWZ
Isn’t $BABA scheduled to report earnings next week?
it was a joke lol. but earlier in Q1 this year, his whole public port (who knows if he was true or not). was puts on NVDA, puts on BABA, JD and Baidu ( i think?) and only long position was shares of Estee Lauder. Never found out if these were joke positions or what. Tho if he kept these during liberation day he prolly made so much money.. assuming he sold the puts..
That was my bad lol I thought BABA was next week for some reason.
That's fair, but how is BABA not on the list for starters? That stock is discussed quite a bit on this sub.
Okay, but what if you did sell PFE and BABA so the rest of us holding them could benefit? lmao but for real I feel you on this kinda shit lately. I swear anytime I sell something on mediocre/bad earnings it just continues upward.
$BABA keeps rising! $BULL $SHOP
That's my take. I am holding $BULL, $SHOP, $NVDA, $BABA, $GOOGL, $RDDT, $OPEN, $LESL
I will say a prayer for I fucked up acting like a bitch today I sold a 118 BABA call at 119 being scared . But I am in the AMD boat with you 50 shares 163 cost avg I wish us the best but even more so for you brother
BABA earnings people. Come back to this comment when we hit 145 next week.
Anyone up in this BIATCH looking at BABA with googly eyes like me?? Tempted to YOLO the play portfolio on it.
BABA weekly put lottos could be good here if no deal with china is announced
Oh fuck my BABA puts are cooked. Should of sold today
Holy fuck BABA can 117 break already so you can drill to earths core
Historically, US stock volatility tends to rise in August, and September has the weakest performance. Should I reduce my positions to control risk? |Stock|Cost|Position%|Enter Date|Comment| |:-|:-|:-|:-|:-| |TSLA|326.2|5%|2025-07-22|| |AAPL|212|8%|2025-07-22|entered at 211, add once| |AMD|146.64|15%|2025-07-15|entered at 144.4, add once| |NVDA|173.6|15%|2025-07-15|entered at 166.27, add twice| |PLTR|148.03|15%|2025-07-15|entered at 143.88, add once| |XIACY|35.7|15%|2025-07-15|| |APP|353.14|10%|2025-07-15|| |BABA|117.6|10%|2025-07-22|| |RBLX|115.8|10%|2025-07-21||
Historically, US stock volatility tends to rise in August, and September has the weakest performance. Should I reduce my positions to control risk? || || |**Stock**|**Cost**|**Position%**|**Enter Date**|**Comment**| |**TSLA**|326.2|5%|2025-07-22|| |**AAPL**|212|8%|2025-07-22|entered at 211, add once| |**AMD**|146.64|15%|2025-07-15|entered at 144.4, add once| |**NVDA**|173.6|15%|2025-07-15|entered at 166.27, add twice| |**PLTR**|148.03|15%|2025-07-15|entered at 143.88, add once| |**XIACY**|35.7|15%|2025-07-15|| |**APP**|353.14|10%|2025-07-15|| |**BABA**|117.6|10%|2025-07-22|| |**RBLX**|115.8|10%|2025-07-21||
I have too many other plays to keep track of atm..NVO puts, BABA puts, AEO puts, RDDT calls
Incredibly misleading, Michael Burry is betting AGAINST Nvidia and BABA, he bought PUT options.
Calls…on BABA and BIDU.
Either it will bounce back epically or end up like BABA. Time will tell
I also owned 150ish $BABA at $93 dollars and panic sold at $104. All 3 hurt to think back on.
BABA bagholder here... Time does decay...
Kinda regretting these BABA puts even though I’m up on them
those BABA calls are insane good luck
I bought BABA yesterday night RH 24hr market. Is it a day trade if I sell today after market opens?
BABA at 125... At least you did not buy a BABA dip at 220 like I did
I have BABA puts, good luck to both of us
Hope UNH is not new BABA. There are lot of bagholders (myself) who bought Baba in $200 price range
F’ing value traps (BABA was my first)
I’m in too many degen plays right now… BABA puts, ABNB puts, HOOD calls, LULU calls, ORCL puts
Does no one care about BABA anymore? Up 3.3% today and no one's batting an eye here