BABA

SDOT_yolo

I have calls for $BABA anticipating on the news.

HotTruth999

China is certainly more competitive than Europe but TikTok is either about to become a US Corporation for the US market or it will be banned from its most lucrative market so it’s un-investable. BYD or CATL are dominant in one category only. From an investment perspective no one outside China can trust China companies not to be controlled by the Chinese Communist government. I found out the hard way when I purchased BABA several years ago at $300 before they disappeared Jack Ma. Not a fun investment. That’s why it has a hard time breaking out today. China leadership is not unlike Trump from a certainty perspective. You just can’t trust them to do the right thing by the shareholders. But Trump will be gone relatively quickly. The Chinese communists are not going anywhere. The best of those Chinese engineers end up coming to the US for further education in what are some of the best universities in the world and then starting companies in the US because they don’t want it all taken away by their communist government. Many of the leaders and creators of the best companies are not American but they end up in America because it’s the best “system” in the world. That ain’t changing no matter what Trump does in the short term. There really is no alternative. The US is not going the way of the Roman Empire but place that bet if you wish. There are plenty of doomers to encourage you but listening to them will be expensive. They may be right for a few quarters but long term they will lose. I have no doubt.

TechTuna1200

Market mispricing is how you make money. And Google is being mispriced compared to Tesla. Eventually, both companies price will gravitate towards fundamentals. Sometimes it takes months, sometimes it takes years. It was the same when I invested in BABA a year ago. No one wanted to touch it. Despite good fundamentals. But the price eventually followed around and I made 100% in a year on it ( not Nvidia level gains, but still decent)

BaBaBuyey

Buy BABA ! 229 incoming

BaBaBuyey

Ok so buy BABA thanks!

BaBaBuyey

Buy BABA year end 229”

ozz3121

I have a list of 75 companies reaching out to me for really good, powerful, and high paying jobs. What's that? You want to know the names of the companies, the role's title, or the pay? Nope. That has to be kept secret for my personal security. I can't tell you. Please please please pleeeeeaaaasssseeee call me back BABA, I reeeeaaaallyy need the warehouse position I applied to a month ago. Pleeeeaaaaassee.

catgirlloving

banbet! BABA to 120 before May 1st

vabih459

I am also holding BABA and BYD on moomoo for long-term.

chopsui101

your not holding BABA your holding a offshore company that is holding BABA

Bullsarethebestguys

Why would anyone trust Chinese stocks after what happened with Luckin Coffee? That's like expecting honesty from a fortune cookie. The restructuring doesn't fix the core issue - Chinese companies operate at the CCP's whim. One day they're fine, next day they're "restructuring" because Beijing decided to flex. Remember how they kneecapped ANT's IPO? That wasn't a fluke. The trade war isn't going away. Those tariffs are hitting Chinese consumer confidence hard. Doesn't matter if BABA's revenue is domestic - when your customers are hurting, you're hurting. Yeah, the valuation looks cheap. But it's cheap for a reason. Those financials you're looking at? They're about as reliable as my ex's promises. Chinese accounting standards make everything look great until suddenly it's not. Jack Ma coming back means nothing except the CCP finished making an example of him. The message to other tech leaders is clear - stay in line or else. BABA might look tempting but this is classic value trap territory. The CCP will always put party control over shareholder interests. Full stop.

Camel-Kid

Im Long BABA it's one of the few undervalued value/growth plays left on the market

Hairy_Muff305

Have got out of BABA, NTES, and will probably soon be out of BIDU. There is a schoolyard delinquent who doesn’t like being laughed at in the Oval Office, all bets are off.

SunlitShadows466

Then it just goes to 9988.HK without a hiccup. BABA is like the whipping post the case against ADRs. I had to look it up but ADRs were invented by JP Morgan over 100 years ago. Ask my friend who went through the China Telecom delisting, and ended up with a multi-bagger on the other side. Luckin Coffee was the worst stock to own with their accounting scandal, and 5-year is 650%. I don't fault anyone for be cautious with Chinese ADRs. I didn't have the stomach to hold BABA because it seems like there was an ancient curse to make it perpetually undervalued.

Puzzleheaded_Owl_417

No, the political risk is much greater than the potential gain beside BABA ain't that cheap.

SunlitShadows466

Also BABA ADRs are fully fungible and trivial to transfer to HK market.

sneezydig

I personally think BABA has been priced for the literal apocalypse for some time now. Any return to normalcy could see massive share price appreciation. If you stick BABA in any other country it's valuation might double today IMO.

How_about_your_mom

I am also long on BABA, just a little worried with the current politics tbh

CockSmash69

$BABA gap fill @125

Available_Cake_8572

Will my BABA puts be saved? Expires 5/9 break even is $113. Currently down 34% 🤔

QanonQuinoa

BABA

ATX_BillsFan420

I need BABA to slide 5% in the next week. Kiss my dupa China

alligator_alleycat

Come on BABA!!! Go green, dang it!!

dvdmovie1

Softbank in the last 5 years is up 22%. That's not a very good return. It's fun to watch Masa Son and listen to his 300 year plan and see what meme-able presentation page is in the latest report, but the returns are not there. He has had tremendous returns in a few specific investments (BABA), but for every BABA it feels like there's been 20 pizza robots or dog walking apps. Softbank lost an insane amount of money in the dot com bust and if you look at the long-term record, it finally got back to around that level in 2024 before going South again. Scottish Mortgage in the UK has exposure to a lot of private names, but is still well off 2020 highs and generally got obliterated in 2022 both in terms of public and private investments. There's some closed end funds that offer private growth names but some of them trade at absurd NAV premiums. There are also interval funds that I think own OpenAI but I wouldn't own interval funds (redemption only quarterly but that's not guaranteed as redemptions are limited and most of those kinds of funds can be gated at any time. Some of those funds may also generate k-1s.) The fundrise innovation fund would be an example of an interval fund like this. I think you had a very risk on market in 2020/21 and 2023/24, but I don't know that this period that we are now in is and that's not good for private growth investments or a fair amount of public ones. Maybe I'm wrong and everything going on subsides and everything goes back to normal, but if this is going to be a prolonged period of uncertainty/volatility, boring and profitable is likely to continue to work better in many cases. If this leads to a recession, people doubling and tripling down on growth are going to likely be disappointed. If you feel like you really, really want to invest in this kind of stuff I'd say just invest a *little*, see how things go for a little while before investing more.

MrMcjibblets1990

Yeah I've been seeing a lot of noise around BABA and how they're going to crush their next earnings. Less to nothing coming from the US makes BABA look juicy

slado99

I was also an idiot, once up with BABA 3.5 times, made screenshot. Didn’t sell.

brandnewb

As a shareholder of BABA and JD for the last 5 years I know, China will not always do what is best for business. They will do what is best for the Communist Party. Those are different things.

tachyonvelocity

Why Chinese stocks make total sense: Since Navaroo's idiotic policies have finally been sidelined, Bessent is the one to listen to. Trump and co do not necessarily want to "hurt" China, but incentivize China to consume more US goods, to incentivize Chinese policies to boost consumption. A note on "currency manipulation:" Currency manipulation might be done to weaken the Yuan, to boost Chinese domestic industry. This isn't done to "hurt" or "take advantage of" the US, in fact this actually makes the US comparatively better in terms of consumption as it allows all Americans to buy more with greater buying power. At the opposite end, China is actually hurting their own consumers in exchange for faster industrialization. Since Trump and co have raised this issue, the result is this: China will likely make some sort of deal, perhaps more stimulus, allowing Yuan to strengthen, boost consumption. However, this will not directly benefit US companies, as Chinese nationalism, similar to US nationalism, will prioritize consuming Chinese-made and Chinese-goods first. So there are quadruple benefits for Chinese companies: 1) Chinese-listed US exchanges, HK, and mainland, do not actually have high exposure to Chinese exports, so tariffs have no-low effect on their earnings. Both PDD (Temu) and BABA are primarily Chinese-consumption stories. 2) Weaker dollar, stronger Yuan, which seem to be both official US and eventually Chinese policy, strongly benefit your ownership of Chinese stocks in dollars, as they will be worth more when the Yuan strengthens, even if earnings go nowhere. 3) Incentivizing Chinese consumption, as Bessent just put it today, will benefit primarily Chinese based companies, which is characteristic of Chinese indices. 4) Potential US recession and weaker growth results in eventual lower interest rates. This increases value of long duration stocks, which emerging markets and China are part of, and FDI flows will increase to China as interest rate differential falls. This is one reason why Chinese stocks boomed during covid 5) To expand on 4, since Trump is hell bent on having a US slowdown, global growth will fall, as will interest rates of all countries. Canada and EU have already lowered rates in response. Thus the IMF says "global growth is increasingly reliant on China and India for growth". Globally lower IR results in stronger case for 4, as FDI inversely follows IR. Indirectly, if all countries think the US is less of an investment case, the second best is still going to be China, especially considering valuations for HK is still priced at near recession levels (low-teens forward P/E)

Big_Argument_8601

Any chances BABA goes below 80 :)

Tay_Tay86

I bought JPM, BABA, MSFT, DIS, KWEB, and QQQ this morning 

inconsistentsavant

BABA rn 

TonyFMontana

BABA shares on HK exchange

Novel_Yam_1034

Calls on BABA, got it

elephantkingkong

NKE - for their factories in Asia BABA/PDD - Trade deals with China? TLT - long term treasury yield to come down again? Not high beta, but I can allocate more capital on these trades.

Linko_98

Calls on BABA

Scarface-83

Man, i always forget about BABA. Thats solid. As much shit as i talk about tesla, I had a feeling that it was gonna pop no matter what. Puts just seemed too obvious, and we all know how thats been going lol

Therex26

BABA 120C by EOW and ofcourse I got tesla calls

Therex26

BABA, thank me later

Therex26

!banbet BABA 125 1w

Therex26

!banbet BABA 125 4/25

wutang

Pay China in BABA shares

RichardCocaine

Some might call me regarded, but I hedged BABA 

LaserGuy626

Had BABA calls I sold for 200% today thinking I made a good trade. They'll be up 1000% by tomorrow morning. Fuck

Available_Cake_8572

Are my BABA puts cooked? 🧐🧐 $127 5/19 bought them before this pump. What was the pump about anyway?

bb483

Long china is the move , still early . Tariffs will eventually be rolled back, in the interim accommodate Chinese government will hold off macro headwinds and drive equities higher. Long $BABA

Available_Cake_8572

BABA is due for a pull back

bubbawears

Love my BABA sadly I only have a small position

IllBuyYourCar

BABA off the HIMS 

dimethylhyperspace

I bought a half position in BABA at $111 and will round it out if it gets down to 95-100. I've been watching the stock and it's been outperforming to both the upside and the downside Which is counterintuitive because you'd think with the China tarriffs it would be selling off. However, it's basically the Chinese Amazon trading at a fraction of the cost, both p/e wise and P/s wise. As I said earlier as well, I think Europe is about to get sick of this shit and partner with China as well. On top of that, Trump could announce a "deal has been made" any day and the thing could move ten percent. I bought the 120 strike for May 16. But I'll probably take profits if it hits 115. This market feels like you have to stick and move, take the money while you have it etc. But we'll see. Also, on barchart, FXI+KWEB showed large OI increases in calls. As far as gold..idk if you look at charts or do TA...but Everytime Gold has gotten around 83 on the daily RSI, it has pulled back. It's at a 78 right now, and one more good up day may get us there. Also the weekly RSI is in the high 70s. I tend to want double or triple confirmation on RSI/oversold/overbought plays, and GLD is setting up for that very scenario. Ideally, buy the puts when the weekly, daily, and hourly RSI are in the 80s. Has yet to fail me. I'm also looking at UNH calls if it gets more oversold. Hopefully tomorrow.

SurveyFresh1747

Love the BABA calls based on the close, it looked like it finally remembered it’s not a forgotten eBay clone. Respectfully waiting for the dip like a bargain-hunting sniper. And GLD puts? Bold move. Betting against gold feels like telling a boomer their coin collection isn’t an investment but I like the conviction. Let’s cook!

oveoo

Actually half of this position from $BABA gains.

lOo_ol

If investor B holds so many stocks that his portfolio is indistinguishable from SPY, then he's not a "single stock investor". He spreads the risk the same way an ETF does. Buying individual stocks without "gambling" requires work. You need to follow the company, its earnings, understand its business and its market. If you can't do that, then you should avoid single stocks. Munger once said *"diversification is a protection against ignorance"*, and that's what I wrote in fewer words. Munger's Daily Journal holds only 4 stocks (BABA, BAC, USB, and WFC).

dimethylhyperspace

I bought calls on BABA, based on how it acted today, particularly on the close. Other options I'm considering: Calls on UNH after one more selloff day Puts on GLD when both the daily and weekly RSI get into the 80s, which should be soon..

dimethylhyperspace

Nice. Are you actually doing forex or just buying ETFs? I'm watching Bitcoin here and wondering, is this thing about to become a flight to safety for cash? It's very weird that it's up on a day when the entire market is down, aside from less than like ten stocks. I did buy BABA as I think China is going to benefit from this as Europe turns to them and away from the USA. So far, it's been outperforming

IndividualCarpet8044

$BABA go lower china bad

Available_Cake_8572

You got a call or put on them? I made over $9k on puts with BABA the past month. Looking to enter again if it climbs bs k up

stonkflipper

What’s the price of $BABA on Robinhood in the pre market?

Dynasty__93

**The next 4 years are going to be crazy.** I expect many days ahead of 7% losses and probably in the same week 7% gains. If a person is within 10 years of purchasing a home or retirement I would say throw everything into high dividend ETFs, bonds and also into savings until we know who wins the 2028 election. I would not touch certain stocks for sure (i.e. BABA, TSM). The only people who should be buying individual stocks are people who can checkmark ***all*** of the following: \- Not within 10 years of needing the money \- Are able to stomach massive swings in the market & if not able to stomach massive swings knows how to attach trailing stop losses on stocks/ETFs/etc to reduce massive swings downward \- Is able to keep up to date (more like up to the minute) on what is happening in the stock market and the world **- Able to comprehend that markets can stay irrational longer than an individual can stay solvent** \- Already has at **minimum**: A 3 month emergency fund and no more than 30% of their net worth in debt. That emergency fund does NOT go into your brokerage account or ROTH IRA. It stays in your savings account.

happycube

fortunately BABA has enough other things going on...

dimethylhyperspace

Hoping BABA drops back down to 100 bucks..it doesn't want to go beneath the 200sma, and when that China stimmys hits, it's gonna mewn

Ok_Cry7572

BABA v AAPL Cash Reserves: BABA $62 Billion AAPL $65 Billion BABA Market Cap $267 Billion AAPL Market Cap $2.96 TRILLION AAPL has a 11 X higher Market Cap. EPS for the next 5 years are both the same at +9% Why Chinese stocks valuations so low?

Front-Difficult

Right, but that Cayman corp doesn't exclusively list on the NYSE. You can convert those shares in the VIE corp from BABA.NY to 9988.HK. Same shares in the same company, listed in Hong Kong instead of New York. Same thing for Tencent, Baidu, etc. None of them are exclusively listed in the US. And if they were, they'd relist somewhere else before they were delisted. Somewhere neutral like Switzerland. This would only be an inconvenience for US investors who now need to stress about things like foreign currency conversions, and tax implications. It would barely affect these Chinese companies liquidity, investors want a piece of Alibaba and will trade in Hong Kong to do it if there's no US exchange available.

vishtratwork

Whats false? VIEs are shares. It's ownership of a cayman corp who has a contract with BABA for future revenue. There's no conversion.

vishtratwork

A lot of China ADRs are VIE structures, not something that owns underlying shares. You are not converting BABA.

izaaksacrebleu

WHY BABA UP3%

thrillho145

My BABA 100P not looking so hot either 

NomSaneMan

Can we still short BABA?

Burtonwurton

When BA and BABA are the only things holding up my port, it is very freighting.

Gristle__McThornbody

Got a 50X playing the UNH earnings. Maybe I'll post. The biggest one ever was a 10x not long ago with BABA.

Candlelight_Fant4sia

*The US Public Company Accounting Oversight Board (PCAOB) plays a key role in inspecting the audits of foreign companies listed in the US, including those of BABA. In the past, there have been concerns about the ability of the PCAOB to fully inspect the audits of Chinese companies, including BABA, due to restrictions imposed by the Chinese government.* ***However, US regulators have now gained full access to the audit papers of Chinese companies, which reduces the risk of delisting.*** 

Coldasice_1982

Call your broker. My broker doesn’t offer trading on HK in the app, but we can call the dealing desk and they can put in orders on HK. That said, I have positions in BABA as I rather invested in USD (Maybe have to revisit that strategy). Anyway, so I have the ADR. If Trumpie would do another Dumpie, and delist the whole shabang, this will happen. I call my broker, and they can change my ADR to the HK shares, in my case the fee would be about 0.05eur per ADR and some transfer fee of 17.5eur. The value of the ADR might be short term infected, but do to a dual listing that disruption will be closed by Hk traders. All this delisting bullshit is not important if you have shares with dual listing, it will give you some admin costs, and some volatility on the value of the shares, but in the end it will especially only hurt the confidence in the US markets, and your HK shares might become even stronger. Never believe this will happen, but honestly, with the bs this orange man is pulling, I get it that people inform themselves on the possibility.

Siks10

That won't work. BABA will keep going up on the other markets and you'd be in for undefined losses

greenpride32

If BABA and BIDU get delisted in the US, I don't think they'll move to OTC. Back in 2021 a handful or so of Chinese companies got delisted such as CNOOC and China Telecom. The US reason for the delisting was stating the companies had ties to the military. I'm sure same (or similar) reasoning will be used because otherwise these companies would meet listing requirements. I'm *pretty* sure CNOOC and China Telecom no longer trade OTC in the US. So once the ADR/ADS programs end, the shares will get liquidated.

Sam-Fraudman-Jailed

I have a really unhinged trade idea of selling hella naked calls on BABA if you think trump is gonna delist.

pffh

Delisting BABA (NYSE) and BIDU (NASDAQ) doesn’t affect the Hong Kong-listed shares like 9988.HK for BABA or 9888.HK for BIDU. The only change would likely be higher volume there, which isn’t a bad thing. It’s very, very unlikely that IBKR would block access to Hong Kong stocks just because of delisting. The Russian stock freeze was a result of direct sanctions, not just delisting, so it’s a different situation. If BABA or BIDU do get delisted, you won’t be forced to sell. You still keep your shares. They would just move to OTC trading, where volume and liquidity are usually lower. Some brokers, like IBKR, allow you to convert shares from one exchange to another for a small fee. I looked into it myself, since my BABA position was already down, and selling didn’t really make sense at the time.

Nickor11

Market still doesn't think this is really an option. BABA for example is trading up premarket. This is a move you can only really make once and it cost you all credibility that you have. Because what's to prevent you from doing it to other companies/countries you don't like next.

RampantPrototyping

Im talking about holding yuan, not BABA

noonmoon66

Bought 1dte BABA puts yesterday for funsies. The fun has evaporated 

IllBuyYourCar

BABA absolutely bricked

Throwaccountaway219

Mango: WE'RE DOING THESE TARIFFS FOR YOU BECAUSE OF YOUR GAMBLING AND YOUR LOVE OF LOSING MONEY. YOU PAID YOUR $300 PREMIUM, WE PROMISED YOU A KEYNOTE SPEAKER. \*Alright bring him in.\* Jack Ma: Uhh is this good here? Mango: Yea that's cool, just put your stoploss on. GENTLEMEN... XI JINPING. Jack Ma: Hey guys, I'm Xi Jinping \*ooh!\*, I play President for the People's Republic of China, and I'm here to tell you that you can too, if you start everyday with a hearty order from Alibaba. Like the new products in the top-rankings selection, available now for a limited time for under 五元. Remember guys, real trade deals start at Alibaba! I'm babin it. \*Can I get the check?\* Mango: Thanks Xi WSB: What the hell was that? That was not Xi Jinping. That was not Xi Jinping. Mango: Yes it was. WSB: It was like a $BABA plug. Was that the CEO who disappeared for a couple years? Mango: That's not the CEO who disappeared WSB: Yea he criticized Chinese regulators... JACK! Jack Ma, he was under house arrest. Mango: THAT, THAT'S NOT THE CEO FROM- YOU KNOW WHAT? TWEETS  (I am regarded for taking the time to write this out)

Throwaccountaway219

Mango: WE'RE DOING THESE TARIFFS FOR YOU BECAUSE OF YOUR GAMBLING AND YOUR LOVE OF LOSING MONEY. YOU PAID YOUR $300 PREMIUM, WE PROMISED YOU A KEYNOTE SPEAKER. \*Alright bring him in.\* Jack Ma: Uhh is this good here? Mango: Yea that's cool, just put your stoploss on. GENTLEMEN... XI JINPING. Jack Ma: Hey guys, I'm Xi Jinping \*ooh!\*, I play President for the People's Republic of China, and I'm here to tell you that you can too, if you start everyday with a hearty order from Alibaba. Like the new products in the top-ranking selection, available now for a limited time for under 五元. Remember guys, real trade deals start at Alibaba! I'm babin it. \*Can I get the check?\* WSB: What the hell was that? That was not Xi Jinping. That was not Xi Jinping. Mango: Yes it was. WSB: It was like a $BABA plug. Was that the CEO who disappeared for a couple years? Mango: That's not the CEO who disappeared WSB: Yea he criticized Chinese regulators... JACK! Jack Ma, he was under house arrest. Mango: THAT, THAT'S NOT THE CEO FROM- YOU KNOW WHAT? TWEETS  (I am regarded for taking the time to write this out)

Sir_Dolphin

I really need to stop checking out in the last hour. Missed the BABA move last week, now HTZ this week

Tofu_of_the_Sea

This will 100% cause inflation. I just reran all my forecasts this morning to account for the latest tariff changes. On average, the change in cost for me, a US manufacturer, is now 88% higher than it was three months ago. I plan on eating some of this increase, but I will go out of business if I don't raise my prices. These impacts aren't seen on the price tags of US-made products the day after a tariff is in place. These effects will be seen over the next quarter or two as we work through existing (pre-tariff) inventories. Just a note. Our products are TAA, BAA, and BABA certified. I'm not some importer. These are products manufactured here in the USA.

thrillho145

Need BABA to drop more

zurijer

I think I buy BABA calls here

Euphoric-Magazine300

I really want BABA delisted..

smirnoffic

Can BABA crash and burn please

ethangyt

Never thought I'd see such truth spewing on WSB. Well done brother. LONG: BABA, BYD

smirnoffic

Entered BABA puts this morning and it’s been flat ever since

No_Mercy_4_Potatoes

So what happens to your BABA shares you bought in the NYSE?

golferkris101

After the delisting of Russian ADR's and the loss, I just exited the BABA and Bidu positions this morning. Don't want to risk it.

Longjumping_Nose_645

screw BABA, i don't trust stocks like that. 

Vast-Avocado-6321

Why isn't BABA falling like a brick?

Acceptable_Bed_6033

BABA 100 1dte !banbet

ih8karma

So puts on BABA.

levi6858

I think my BABA puts might like it

Pleasant_Badger777

I can’t believe I paper handed my BABA puts. I’m gonna throw up 

Available_Cake_8572

I’m holding NVDIA shares down $670 but I’m also holding BABA puts up $1900 on them now 😊😊 glad I’m holding shares and not calls 😎😎

StyleFree3085

Why you didn't invest BABA, Baidu, you betrayed your country 

ComposedStudent

2.34% move on BABA stock is something? You are barely in the money.