BABA
Alibaba Group Holding Ltd
Mentions (24Hr)
-50.00% Today
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
Any thoughts on BABA earings ?
Interesting. Already have TCEHY and BABA but I don't have this app. What's the full list? Or is this an ad for the app?
BABA dropped their QWEN 3.5 today and it's 8x faster and costs 60% less than the previous one. bout time to lose some money on BABA calls again
PANW/LMND/AKAM/FRMN/BABA/CNDS/BABA/ maybe DASH but I keep they’ll keep bleeding , buy shares in all if you wanna make bank
Selling MSFT and QCOM was a good call but holding ZS at -36% is risky – cybersecurity is getting commoditized and the valuation never made sense. CRM at -32% is more interesting, their FCF is massive and Agentforce could be a real catalst. Netflix at -29% feels temporary. The BABA/BIDU recovery is a good reminder that sometimes you just need to survive the drawdown.
Dude, dont worry. I am invested in PINS as well and a lot more than you did but I am confident it will bounce back. I remember I bought BABA right before it crashed and held it for a few years and recently it just bounced back to + gains. Not every company will bounce like this but solid ones usually do.
Lol this why BABA took a shit in pre-market US Briefly Names Alibaba, Baidu as Firms Aiding China’s Military https://finance.yahoo.com/news/us-adds-alibaba-byd-list-140956283.html
i’m quitting for a month, see yall boys, my final play will be BABA earnings and then i’m out
GOOG, BABA, AXON, and META. You four lazy fucks are the only stocks in my entire portfolio who isn't up today. Get your lazy asses to work and make me money. NOW!!!! <cracks bullwhip>
"Falling knife" = stock up 32% over the last year "Don't catch a falling knife thinking you know more than the risk managers at the big funds" = https://www.superinvestors.net/quote/BABA
Why didn't my fake Bloomberg terminal post the $BABA news earlier WTF
Your condescension makes me want to buy some BABA
Pentagon going after BABA
Pentagon going after BABA
Good bye BABA. US government intervention in foreign stocks who are trying to usurp US tech supremacy is a real thing. Watch BAB gets blown to oblivion after today’s news
BABA dumping on this same PLA story 3rd time this year.
BABA lol - Forget this fkn clown market
That was a tough call. I decided to distribute its allocation between the others. Amazon has a stronger cloud business and has the added diversification of the retail side. I think they can expand margins using warehouse robotics and advertising revenue. BABA adds a bit of international diversification and long term China energy grid connection, GOOGL has a lot of overlap on business model but with stronger vertical AI integration. Oracle offers a (small) pure-play bet on OpenAI infrastructure. MSFT has the weakest internal chip program and has struggled to incorporate Copilot in a convincing way. They're getting lapped by Anthropic Cowork (largely owned by Amazon and Google) in their productivity apps. It's still an excellent business and a strong part of any portfolio though, I just wanted to reduce the number of picks.
That was a tough call. I decided to distribute its allocation between the others. Amazon has a stronger cloud business and has the added diversification of the retail side. I think they can expand margins using warehouse robotics and advertising revenue. BABA adds a bit of international diversification and long term China energy grid connection, GOOGL has a lot of overlap on business model but with stronger vertical AI integration. Oracle offers a (small) pure-play bet on OpenAI infrastructure. MSFT has the weakest internal chip program and has struggled to incorporate Copilot in a convincing way. They're getting lapped by Anthropic Cowork (largely owned by Amazon and Google) in their productivity apps. It's still an excellent business and a strong part of any portfolio though, I just wanted to reduce the number of picks.
you do realize BABA shares are exchangeable with HK Exchange shares [9988.HK](http://9988.HK) with most reputable brokerages, right? there's no law preventing americans from owning HKSE shares
Overall, great post. I would like to get your deeper thoughts on the ROI of buying NVIDIA GPUs today similar to your comment about A100s. And then another key question is how long can those unit economics last vs NVIDIA having a limited amount of time commanding this sort of power before demand tapers down? My advice on your positions is that you have too many of them. Personally I like to hyper focus on my best ideas and put the rest of the portfolio in an index as my hedge. E.g. Can you really say you’re a bank expert (JPM) and a healthcare expert and a tech expert and a china market expert (BABA)? Feels like you’re trying to be smarter than the market on way too many fronts, which should usually be a -EV battle for you.
is BABA a buy for earnings? Kinda want to full port calls but it will probably backfire lol
Sorry, didn't hear you. Up 130% on BABA, when with this current pullback
As a trader, lost $$$ on what should have been a profitable company, BABA, due to CCP interference. Also, cannot trust their own reporting as well. Scams are rife in all aspects with little to zero accountability or avenues for accountability. Not just for foreign investors, but their own citizens as well face massive amounts of money to constant scams that appear to be propagated and protected by the State. When you can't even trust your own national bank to sell you REAL gold and silver, you've got huge systemic issues. Trust issues.
2027 is far enough out that theta decay on calls is real, but the bigger risk is China regulatory whiplash—SoftBank's 10% surge on Arm strength shows AI is pumping valuations, but BABA faces geopolitical headwinds that tech peers don't. Watch $120 support before loading calls. I track resistance levels here: [$BABA](https://aimytrade.io/ticker/BABA?utm_source=reddit&utm_medium=comment&utm_campaign=smallstreetbets&utm_term=BABA&utm_content=variant_1770697279619_4lb4n)
That’s the thing, it’s a “BABA2” option, all I can do is sell it can’t roll it and have to contact support to exercise it for some reason
I would like to see a pull back in NVDA after Friday's rise. Test the recent high. If it does that, I'll reenter for the upcoming IV ramp into earnings. People can be as pissed at that stock as they want, but if everyone's capex is going up, that means they're going to be buying NVDA chips (even if they also buy TSM or BABA or MU or AMD or whomever). RSI is still low. Plenty of upside into earnings.
This is for next week but I think BABA is going to be huge. Search up "Alibaba’s bubble tea giveaway". They are already trying to monetize their Ai app. It looks like the equivalent of ordering food in ChatGPT.
Words of caution always help bro. And I'm quite sure I'm not the first person to say I'll keep it under control and then get carried away...so hearing your experience, I will definitely be even more careful than I was already planning on. I've learned a few lessons the hard way already. I lost $3k a couple years ago on BABA. I was up like 200%, but it was a LEAP so I had dreams of hitting it BIG...ended up expiring worthless bc I had zero idea wtf I was doing. I actually forgot about until I just was looking over my transaction history recently.
Chinese degenerates are back in full force, big bets on BABA coming from their market
So many good companies trading at a discount right now. Today, I bought up calls on SERV MBLY BULL NIO Bought shares of BABA I'm waiting for INTC to drop down to 43 again, but it might not. Have dry powder to avg more if markets continue to dip. Sold KVUE & KMB.
Id hold off on MSFT, I’d say BABA is a good play. Large growth potential globally. US companies have high risk of getting closed off given current geopolitical tensions.
He was profitable, he closed the fund because he didn’t want to file his positions every quarter and deal with the publicity from it. He bought BABA at 70, profited well on Este lauder, he was doing well for sure.
China proceeds to buy all the BTC, $BABA stock replaces USD.
I was a BABA bag holder since 2021. Nothing can hurt me
why is my entire port green today: RDDT, NFLX, BABA, BIDU, WMT. what am i doing wrong. (don't look at year-to-date)
Yeah, almost always a tradeoff. Although if you found a way to make Aluminum in the US you’d have the BABA market cornered
wtf happened to BABA these calls are fucked
BABA 160 in overnight wtf?
BABA getting nuked lol
Holy hell BABA drilling to earths core
BYD, BABA... Are we going to war with... B companies?!
I wouldn’t touch anything except for BABA maybe
Last time I brought BABA the CCP made their CEO disappear. Never again.
TA > FA. Stocks that are breaking out from bases at least 1Y long. $XLE and related energy stocks look good. As do banks like $JPM and $BAC. I prefer emerging markets though like $EEM, $VALE and $CIB, as well as $BABA. I'm intentionally underinvested in U.S. equities. Commodities also look good, from nickel to lithium to copper to gold and silver to rare earth minerals.
Charlie is dead.. He never understood the value. Who cares? BTC was too complicated for his boomer brain. You know what Charlie was bullish on? BABA. Lmfao.
I saw the same thing with BABA - when a stock has great financials, all you have to do is buy before the narrative shift.
invest in VXUS if you want international exposure. it has done better than VOO over past year. That way you dont have to worry about picking a winner. There is always risk around any business. I do have international stocks but its risky for sure. I have LMVH, Hermes, JD, NVO, BABA etc. But I also have overall ETF and us stocks to balance it.
think of the devaluing USD and overbought US AI bubble conditions as a multiplier for how the price on BABA can and will (soon enough) shoot up
BIDU ran first, BABA next, and KWEB is an ETF that captures them all (and others). Today's US-led retrace probably creates a good entry opportunity for those (and other global stocks)
Got out of my BABA calls this morning after reading Winne the pooh going full Stalin
Bro PayPal has been a “value” investment for the last half decade. It’s literally dogshit, even BABA has done better
You think you can hurt me? I’ve owned BABA since 2021, and I own PYPL now
Ouch, did that with BABA a while back. I double and triple check earnings dates now
On so much margin holding itm LEAPS on UNH ADBE GOOG BABA
Sometimes you just have those tickers you can never get right. For me it's BABA. I've never made money on BABA
$EEM and other emerging markets like Brazil, copper, energy, $CVX and $XOM, physical gold and silver, lithium and nickel, even $MOO looks great. So much stuff looks great I don't have anywhere near enough capital to get all I like. And lots of China like $BABA
Yep!! Been doing CSP on TSLL (Tesla leveraged) and MSTZ (inverse micro strategy) and USAS (silver leveraged I think). Or you can sell wayyyyy out of the money SPY Put spreads. 🤷🏼♀️ or buy BABO, it’s BABA with a weekly dividend.
is anyone looking at BABA? it wants to pump
Might take profit on NVDA or BABA now
going to get a rub n tug massage today so I’m buying some BABA calls just out of respect
Why is no one talking about BABA? i see it going higher
A small position is probably reasonable, the geopolitical risk is real there are hundreds of redditors who bought BABA in 2020 and sold as soon as they broke even simply due to how frustrating the environment can get
This is exactly the news the market needed to stop worrying about the "China cliff" for Nvidia. Even with the requirement to buy local chips alongside them, Alibaba and ByteDance wanting 200,000 units each is massive. It shows that despite the domestic push, China knows they can't actually win the AI race without Western silicon. Bullish for NVDA and honestly a huge relief for BABA shareholders who were worried about falling behind in compute.
I’m legit up 46% YTD on my portfolio and January isn’t over. I should really just play it safe for a while but I am currently in 120k of BABA calls and that basically sums up the type of trader I am
META and BABA Motherfuckers!!!
About 1/4 of my networth in BABA calls
Yeah fuck I totally forgot about BABA, definitely missed out.
BABA up 100% in a year Average WSB regard 1 year ago: “Reeeee dead money China is uninvestable reeeeeee!!!!!! 😡😡”
!BanBet BABA 200 3w
BABA is so fucking undervalued
Is it too late to fomo into BABA?
I love chasing my everclear shots with bear tears and a smidge of BABA calls
BABA randomly starts mooning after 8pm every night
BABA and BIDU making me so much $$$
There is a lot of baggage that Chinese stocks carry. Here are a few observations: 1) Gov't overreach is often cited. CCP have recently shown a turnaround with this. Time will tell. 2) Most chinese stocks are owned by individual investors in China, not like the US where large funds are the main players. 3) Reddit/US investor sentiment is poor but slowly turning. Cathie Wood bought BABA recently. Burry and Bridgewater sold their Chinese stakes after large run-up last year. 4) China is going to overtake US in AI. It's a matter of months now. The momentum is towards China. Right now its a mixed bag but that's when money is made, when there's still risk and not everyone is on the train.
I invest a small amount in China because it’s good to have exposure. Chinese stocks can fluctuate randomly. It’s very common to see it +2, -2% on a random day. American companies will be more reliable and diverse. I’m in BABA and BIDU. Hanging in for the long run
100 percent. It's just people trading on emotions and probably going to lose money. You can either put it in the US market and set it and forget it and get a good return over time, or say the US market is too risky and put it in a shitty market where the odds of your investment going tits up is significantly higher. Look at BABA for example. Everybody touting how well they were performing, CEO speaks up and goes missing. Say whatever you want about the US but the market is more stable than any other global competitor.
should've been more degen with the BABA calls
I am somehow green lmao. Holding some NFLX and BABA calls. What dumb ass luck
Not too late for HOOD, RDDT, and BABA!! Dips now, buy now, soon 🚀🚀 ez 💰💰
Moving $ to BABA Baidu and Tencent: always safer to invest in countries led by stable and sane leaders
Does anyone know how this will affect my March 20th $175 BABA calls
RDDT, HOOD, and BABA all in good dips, this week or next they'll be up. 💯🚀🚀
> They march into Taiwan, your BABA is gone. Not in this Trump administration. Trump doesn't care. He'll make a deal with China, especially if China approves of Greenland.
I finally sold PYPL at a loss and reinvested in Google. Now that I have sold my structure showing some movement because that’s what happened with BABA
U.S. stocks don’t have much of a stability premium over Canada/Europe/Japan. U.S. stocks have a growth and quality premium because of tech dominance. If you look at the high quality tech stocks outside the US, they trade at high valuations too, it’s just that there aren’t many. ASML, Spotify, MercadoLibre, and Shopify come to mind. Very high valuations. The reason Europe trades at 15x earnings is because Europe is dominated by financials, healthcare, etc. Structurally lower growth and margins. China is another thing. The risk of Chinese ADRs going to zero is real. They march into Taiwan, your BABA is gone.
i think that was like 1 or 2 years ago. BABA used to trade at 10-15 PE, not anymore. however, pdd and jd is still trading at 10 pe