Alibaba Cloud External Revenue Hits 22-Quarter High, But GAAP Profit Drops ~75%?

Alibaba's FY27 Q1: revenue of 268.95bn yuan, +9% and a hair above the 268.52bn consensus. Profit needs two lenses — adjusted net profit −38% to 20.72bn, GAAP net profit −75%; quoting only the adjusted figure understates the erosion. Capex +75% to 67.68bn, nearly all AI infrastructure, and the return is visible: cloud external revenue +45%, a 22-quarter high, AI product revenue in triple digits for 12 straight quarters, AI cloud annualizing near 49.5bn. The U.S. listing rose 1.26% on the print. Re-rate on cloud, wait for capex to peak, or watch margins next quarter?

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苏36

30 minutes ago

Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba’s margin structure is still under serious pressure. I would not treat Alibaba as simply a “cheap AI stock.” It is a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today’s margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform

TigerOptions

18:28

Why Alibaba’s 45% AI-Cloud Growth Is Being Purchased With a 75% Profit Decline

$Alibaba(BABA)$’s June-quarter report captured the central problem facing AI investors: very rapid demand growth can coexist with deteriorating near-term economics. The company’s cloud business accelerated sharply, but capital expenditure and other investments reduced profit and turned free cash flow deeply negative. Alibaba reported on August 20 for the quarter ended June 30. Revenue increased approximately 9% to RMB268.95 billion, while net income fell about 75% to RMB10.4 billion. AI Cloud and Compute Services revenue rose 45% to RMB48.44 billion. Capital expenditure increased 75% to RMB67.68 billion—almost $10 billion—and free cash flow was negative RMB44.67 billion, compared with negative RMB18.82 billion one year earlier. Alibaba’s official

Why Alibaba’s 45% AI-Cloud Growth Is Being Purchased With a 75% Profit Decline

FoxxyNick

17:59

Very good

FoxxyNick

17:58

Good

Marktomarket

17:36

A Beat, a Raise, and Yet Walmart's Worst Day in Four Years

Hello. The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. $S&P 500(.SPX)$ closed down 0.87 per cent and $Dow Jones(.DJI)$ 1.32 per cent, about 600 points — Barro

A Beat, a Raise, and Yet Walmart's Worst Day in Four Years

TigerOptions

08-20 15:01

Why NetEase’s Earnings Must Prove Its Games Can Travel Beyond China

$NetEase(NTES)$ enters its August 20 second-quarter report with a profitable domestic games franchise and a growing collection of international titles. The central question is whether global releases can create durable growth without the marketing expense, development risk and regulatory exposure that have historically limited Chinese publishers overseas. NetEase reported its first quarter on May 21 for the period ended March 31. Revenue increased 6.1% year over year to RMB30.6 billion, or approximately $4.4 billion. Games and related services revenue rose 6.9% to RMB25.7 billion, accounting for about 84% of the company total. Gross profit increased 14.8% to RMB21.2 billion, while non-GAAP net income attributable to shareholders reached RMB11.3 bi

Why NetEase’s Earnings Must Prove Its Games Can Travel Beyond China

koolgal

08-20 07:55

🌟🌟🌟I vote $Alibaba(BABA)$ $BABA-W(09988)$ will close Flat in the -5% to 5% zone. Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters. Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A "Very Red" crash is almost entirely off the table because the underlying top line volumes are exceptionally health. Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with $Apple

Shyon

08-19 09:12

I’m leaning bullish on Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ going into earnings. The headline EPS and net income declines are expected, but I think the bigger story is whether heavy AI investment is finally translating into stronger Cloud growth and improving profitability. Alibaba Cloud growing over 40% would be a major positive signal, especially if AI-related demand continues to scale. I’ll also be watching whether Instant Commerce losses start narrowing, which could give China e-commerce margins some much-needed relief. My vote: Bullish but within flat range📈. If Alibaba delivers strong Cloud growth and gives investors confidence that AI spending can drive future profits, I think the market c

neo26000

08-19 05:40

Maybe, maybe not. Probably not.

slava

08-18

Just funded my tiger brokers account and bought some vgs etf. Is there a better play for long term investment in au?

Aqa

08-18

Replying to @1PC:Thanks for sharing 👍🏻//@1PC:Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000

Aqa

08-18

Vote $Alibaba(BABA)$! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing @1PC @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG

TigerOptions

08-18

Why Alibaba Is Selling Gaming to Fund a More Focused AI Strategy

$Alibaba(BABA)$’s agreement to sell Lingxi Games reflects a broader portfolio reset. Management is converting non-core assets into financial capacity for cloud computing and artificial intelligence, but divestment alone does not prove that the retained businesses will earn adequate returns on their rising investment. Trustar Capital confirmed on August 17 that it had agreed to acquire $BABA-W(09988)$’s entire Lingxi stake. A person familiar with the transaction told Reuters that proceeds should exceed $2 billion, although the companies did not disclose final terms or a closing timetable. Lingxi’s management is expected to remain. Reuters’ August 17 transaction report provides the available details. The s

Why Alibaba Is Selling Gaming to Fund a More Focused AI Strategy

Marktomarket

08-18

One Request Lifted the Whole Memory Chain. Apple Pays for It

Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. $SanDisk Corp.(SNDK)$ closed up 8.88 per cent at US$1,786.85, and $Tradr 2X Long SNDK Daily ETF(SNXX)$ rose 17.73 per cent in a day. $Micron Technology(MU)$ closed up 4.13 per cent at US$1,011.75, back above US$1,000. $Western Digital(WDC)$ rose 5.35 per cent, $SK hynix(SKHY)$ 3.04 p

One Request Lifted the Whole Memory Chain. Apple Pays for It

1PC

08-18

Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000

Topgunner

08-18

Baba bull run

Tiger_Earnings

08-18

[Stock Prediction] Alibaba’s Profits Are Falling. So Why Is Wall Street Getting More Bullish?

Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. $Alibaba(BABA)$ $BABA-W(09988)$ Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42

[Stock Prediction] Alibaba’s Profits Are Falling. So Why Is Wall Street Getting More Bullish?

Talia_z

08-18

Alibaba Earnings Preview: Can AI and Cloud Businesses Reverse the Stock’s Downtrend?

After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo

Alibaba Earnings Preview: Can AI and Cloud Businesses Reverse the Stock’s Downtrend?

moliya

08-18

well written with clear analysis of market

moliya

08-18

buy chip related stocks they are going to fly doonn..

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Alibaba reported on August 20 for the quarter ended June 30. Revenue increased approximately 9% to RMB268.95 billion, while net income fell about 75% to RMB10.4 billion. AI Cloud and Compute Services revenue rose 45% to RMB48.44 billion. Capital expenditure increased 75% to RMB67.68 billion—almost $10 billion—and free cash flow was negative RMB44.67 billion, compared with negative RMB18.82 billion one year earlier. Alibaba’s official","text":"$Alibaba(BABA)$’s June-quarter report captured the central problem facing AI investors: very rapid demand growth can coexist with deteriorating near-term economics. The company’s cloud business accelerated sharply, but capital expenditure and other investments reduced profit and turned free cash flow deeply negative. Alibaba reported on August 20 for the quarter ended June 30. Revenue increased approximately 9% to RMB268.95 billion, while net income fell about 75% to RMB10.4 billion. AI Cloud and Compute Services revenue rose 45% to RMB48.44 billion. Capital expenditure increased 75% to RMB67.68 billion—almost $10 billion—and free cash flow was negative RMB44.67 billion, compared with negative RMB18.82 billion one year earlier. 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The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed down 0.87 per cent and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> 1.32 per cent, about 600 points — Barro","listText":"Hello. The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed down 0.87 per cent and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> 1.32 per cent, about 600 points — Barro","text":"Hello. The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. $S&P 500(.SPX)$ closed down 0.87 per cent and $Dow Jones(.DJI)$ 1.32 per cent, about 600 points — Barro","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":58,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/599139186725008","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4194184698932812","idStr":"4194184698932812"},"content":"Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba's margin structure is still under serious pressure. I would not treat Alibaba as simply a \"cheap AI stock.\" It's a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today's margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform transformation story, but the next catalyst must be monetization, not more spending. @Marktomarket [暗中观察]","text":"Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba's margin structure is still under serious pressure. I would not treat Alibaba as simply a \"cheap AI stock.\" It's a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today's margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform transformation story, but the next catalyst must be monetization, not more spending. @Marktomarket [暗中观察]","html":"Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba's margin structure is still under serious pressure. I would not treat Alibaba as simply a \"cheap AI stock.\" It's a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today's margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform transformation story, but the next catalyst must be monetization, not more spending. @Marktomarket [暗中观察]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598702569219600,"gmtCreate":1787209277703,"gmtModify":1787210539664,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why NetEase’s Earnings Must Prove Its Games Can Travel Beyond China","htmlText":"<a href=\"https://ttm.financial/S/NTES\">$NetEase(NTES)$</a> enters its August 20 second-quarter report with a profitable domestic games franchise and a growing collection of international titles. The central question is whether global releases can create durable growth without the marketing expense, development risk and regulatory exposure that have historically limited Chinese publishers overseas. NetEase reported its first quarter on May 21 for the period ended March 31. Revenue increased 6.1% year over year to RMB30.6 billion, or approximately $4.4 billion. Games and related services revenue rose 6.9% to RMB25.7 billion, accounting for about 84% of the company total. Gross profit increased 14.8% to RMB21.2 billion, while non-GAAP net income attributable to shareholders reached RMB11.3 bi","listText":"<a href=\"https://ttm.financial/S/NTES\">$NetEase(NTES)$</a> enters its August 20 second-quarter report with a profitable domestic games franchise and a growing collection of international titles. The central question is whether global releases can create durable growth without the marketing expense, development risk and regulatory exposure that have historically limited Chinese publishers overseas. NetEase reported its first quarter on May 21 for the period ended March 31. Revenue increased 6.1% year over year to RMB30.6 billion, or approximately $4.4 billion. Games and related services revenue rose 6.9% to RMB25.7 billion, accounting for about 84% of the company total. Gross profit increased 14.8% to RMB21.2 billion, while non-GAAP net income attributable to shareholders reached RMB11.3 bi","text":"$NetEase(NTES)$ enters its August 20 second-quarter report with a profitable domestic games franchise and a growing collection of international titles. The central question is whether global releases can create durable growth without the marketing expense, development risk and regulatory exposure that have historically limited Chinese publishers overseas. NetEase reported its first quarter on May 21 for the period ended March 31. Revenue increased 6.1% year over year to RMB30.6 billion, or approximately $4.4 billion. Games and related services revenue rose 6.9% to RMB25.7 billion, accounting for about 84% of the company total. Gross profit increased 14.8% to RMB21.2 billion, while non-GAAP net income attributable to shareholders reached RMB11.3 bi","images":[{"img":"https://community-static.tradeup.com/news/94249d5320d5add8025cc4eb45cc49d2","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598702569219600","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":598597869908424,"gmtCreate":1787183704649,"gmtModify":1787217534111,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟I vote <a href=\"https://ttm.financial/S/BABA\"> $Alibaba(BABA)$ </a><a href=\"https://ttm.financial/S/09988\"> $BABA-W(09988)$ </a>will close Flat in the -5% to 5% zone.&nbsp; Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters.&nbsp; Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A \"Very Red\" crash is almost entirely off the table because the underlying top line volumes are exceptionally health.&nbsp; Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with <a href=\"https://ttm.financial/S/AAPL\"> $Apple</a>","listText":"🌟🌟🌟I vote <a href=\"https://ttm.financial/S/BABA\"> $Alibaba(BABA)$ </a><a href=\"https://ttm.financial/S/09988\"> $BABA-W(09988)$ </a>will close Flat in the -5% to 5% zone.&nbsp; Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters.&nbsp; Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A \"Very Red\" crash is almost entirely off the table because the underlying top line volumes are exceptionally health.&nbsp; Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with <a href=\"https://ttm.financial/S/AAPL\"> $Apple</a>","text":"🌟🌟🌟I vote $Alibaba(BABA)$ $BABA-W(09988)$ will close Flat in the -5% to 5% zone. Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters. Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A \"Very Red\" crash is almost entirely off the table because the underlying top line volumes are exceptionally health. Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with $Apple","images":[{"img":"https://community-static.tradeup.com/news/66922db654303edd8cbd7f65db6e4143"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":2,"repostSize":11,"link":"https://ttm.financial/post/598597869908424","isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000172","authorId":"9000000000000172","name":"AndrewWalker","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000172","idStr":"9000000000000172"},"content":"The Apple integration angle matters more than people think. From a longer view, that is ecosystem stickiness getting rebuilt while the market keeps staring at margin compression lol","text":"The Apple integration angle matters more than people think. From a longer view, that is ecosystem stickiness getting rebuilt while the market keeps staring at margin compression lol","html":"The Apple integration angle matters more than people think. From a longer view, that is ecosystem stickiness getting rebuilt while the market keeps staring at margin compression lol"},{"author":{"id":"9000000000000407","authorId":"9000000000000407","name":"fuzzyx","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000407","idStr":"9000000000000407"},"content":"That buyback shield sounds weaker than bulls think. Four straight EPS misses plus softer free cash flow makes flat feel generous here","text":"That buyback shield sounds weaker than bulls think. Four straight EPS misses plus softer free cash flow makes flat feel generous here","html":"That buyback shield sounds weaker than bulls think. Four straight EPS misses plus softer free cash flow makes flat feel generous here"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598324134921816,"gmtCreate":1787101921750,"gmtModify":1787130646865,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I’m leaning bullish on Alibaba <a href=\"https://ttm.financial/S/BABA\"> $Alibaba(BABA)$ </a><a href=\"https://ttm.financial/S/09988\"> $Alibaba(09988)$ </a> going into earnings. The headline EPS and net income declines are expected, but I think the bigger story is whether heavy AI investment is finally translating into stronger Cloud growth and improving profitability. Alibaba Cloud growing over 40% would be a major positive signal, especially if AI-related demand continues to scale. I’ll also be watching whether Instant Commerce losses start narrowing, which could give China e-commerce margins some much-needed relief. My vote: Bullish but within flat range📈. If Alibaba delivers strong Cloud growth and gives investors confidence that AI spending can drive future profits, I think the market c","listText":"I’m leaning bullish on Alibaba <a href=\"https://ttm.financial/S/BABA\"> $Alibaba(BABA)$ </a><a href=\"https://ttm.financial/S/09988\"> $Alibaba(09988)$ </a> going into earnings. The headline EPS and net income declines are expected, but I think the bigger story is whether heavy AI investment is finally translating into stronger Cloud growth and improving profitability. Alibaba Cloud growing over 40% would be a major positive signal, especially if AI-related demand continues to scale. I’ll also be watching whether Instant Commerce losses start narrowing, which could give China e-commerce margins some much-needed relief. My vote: Bullish but within flat range📈. If Alibaba delivers strong Cloud growth and gives investors confidence that AI spending can drive future profits, I think the market c","text":"I’m leaning bullish on Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ going into earnings. The headline EPS and net income declines are expected, but I think the bigger story is whether heavy AI investment is finally translating into stronger Cloud growth and improving profitability. Alibaba Cloud growing over 40% would be a major positive signal, especially if AI-related demand continues to scale. I’ll also be watching whether Instant Commerce losses start narrowing, which could give China e-commerce margins some much-needed relief. My vote: Bullish but within flat range📈. If Alibaba delivers strong Cloud growth and gives investors confidence that AI spending can drive future profits, I think the market c","images":[{"img":"https://community-static.tradeup.com/news/0010c1b7473c25940e3d3341ecca1604"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/598324134921816","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000460","authorId":"9000000000000460","name":"NatalieTommy","avatar":"https://static.tigerbbs.com/af002b44e35ebf40cafbbaf194de9c06","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000460","idStr":"9000000000000460"},"content":"IV is already juiced into earnings, so the calls feel way too rich. I care more about whether management gives any concrete timeline on Instant Commerce losses narrowing.","text":"IV is already juiced into earnings, so the calls feel way too rich. I care more about whether management gives any concrete timeline on Instant Commerce losses narrowing.","html":"IV is already juiced into earnings, so the calls feel way too rich. I care more about whether management gives any concrete timeline on Instant Commerce losses narrowing."},{"author":{"id":"9000000000000376","authorId":"9000000000000376","name":"winzy","avatar":"https://static.tigerbbs.com/087c45f3787ce99e28dae4243c20a901","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000376","idStr":"9000000000000376"},"content":"Cloud EBITA margin matters more to me than 40% growth. If they can get it back above 5%, bulls finally have something real to lean on","text":"Cloud EBITA margin matters more to me than 40% growth. If they can get it back above 5%, bulls finally have something real to lean on","html":"Cloud EBITA margin matters more to me than 40% growth. If they can get it back above 5%, bulls finally have something real to lean on"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598272227734584,"gmtCreate":1787089241813,"gmtModify":1787089244640,"author":{"id":"4131703342800552","authorId":"4131703342800552","name":"neo26000","avatar":"https://community-static.tradeup.com/news/11d50ec0d6202770a8629aa7f06a5d4f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131703342800552","idStr":"4131703342800552"},"themes":[],"title":"","htmlText":"Maybe, maybe not. Probably not.","listText":"Maybe, maybe not. Probably not.","text":"Maybe, maybe not. Probably not.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598272227734584","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598097566040480,"gmtCreate":1787046665728,"gmtModify":1787049222732,"author":{"id":"4249959953449962","authorId":"4249959953449962","name":"slava","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4249959953449962","idStr":"4249959953449962"},"themes":[],"title":"","htmlText":"Just funded my tiger brokers account and bought some vgs etf. Is there a better play for long term investment in au?","listText":"Just funded my tiger brokers account and bought some vgs etf. Is there a better play for long term investment in au?","text":"Just funded my tiger brokers account and bought some vgs etf. Is there a better play for long term investment in au?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598097566040480","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598095219012664,"gmtCreate":1787046026793,"gmtModify":1787046030565,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Thanks for sharing 👍🏻//<a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Let's vote 😁<a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","listText":"Replying to <a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Thanks for sharing 👍🏻//<a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Let's vote 😁<a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","text":"Replying to @1PC:Thanks for sharing 👍🏻//@1PC:Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598095219012664","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598094783639624,"gmtCreate":1787046006798,"gmtModify":1787046012231,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"themes":[],"title":"","htmlText":"Vote <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing <a href=\"https://ttm.financial/U/3574752437126777\"> @1PC </a><a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a>","listText":"Vote <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing <a href=\"https://ttm.financial/U/3574752437126777\"> @1PC </a><a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a>","text":"Vote $Alibaba(BABA)$! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing @1PC @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","images":[{"img":"https://community-static.tradeup.com/news/1028e4702d7997e383130364c9b2aaad"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598094783639624","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598089396659384,"gmtCreate":1787044680785,"gmtModify":1787053387093,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Alibaba Is Selling Gaming to Fund a More Focused AI Strategy","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>’s agreement to sell Lingxi Games reflects a broader portfolio reset. Management is converting non-core assets into financial capacity for cloud computing and artificial intelligence, but divestment alone does not prove that the retained businesses will earn adequate returns on their rising investment. Trustar Capital confirmed on August 17 that it had agreed to acquire <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a>’s entire Lingxi stake. A person familiar with the transaction told Reuters that proceeds should exceed $2 billion, although the companies did not disclose final terms or a closing timetable. Lingxi’s management is expected to remain. Reuters’ August 17 transaction report provides the available details. The s","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>’s agreement to sell Lingxi Games reflects a broader portfolio reset. Management is converting non-core assets into financial capacity for cloud computing and artificial intelligence, but divestment alone does not prove that the retained businesses will earn adequate returns on their rising investment. Trustar Capital confirmed on August 17 that it had agreed to acquire <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a>’s entire Lingxi stake. A person familiar with the transaction told Reuters that proceeds should exceed $2 billion, although the companies did not disclose final terms or a closing timetable. Lingxi’s management is expected to remain. Reuters’ August 17 transaction report provides the available details. The s","text":"$Alibaba(BABA)$’s agreement to sell Lingxi Games reflects a broader portfolio reset. Management is converting non-core assets into financial capacity for cloud computing and artificial intelligence, but divestment alone does not prove that the retained businesses will earn adequate returns on their rising investment. Trustar Capital confirmed on August 17 that it had agreed to acquire $BABA-W(09988)$’s entire Lingxi stake. A person familiar with the transaction told Reuters that proceeds should exceed $2 billion, although the companies did not disclose final terms or a closing timetable. Lingxi’s management is expected to remain. Reuters’ August 17 transaction report provides the available details. The s","images":[{"img":"https://community-static.tradeup.com/news/4bb6f8f40e56487511300309dc45fc72","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":34,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/598089396659384","isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000166","authorId":"9000000000000166","name":"WayneEvans","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000166","idStr":"9000000000000166"},"content":"Cloud focus makes sense, but next quarter capex guidance and cloud growth need to show it fast","text":"Cloud focus makes sense, but next quarter capex guidance and cloud growth need to show it fast","html":"Cloud focus makes sense, but next quarter capex guidance and cloud growth need to show it fast"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":598071540367520,"gmtCreate":1787044344821,"gmtModify":1787053396909,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667691843168","idStr":"3527667691843168"},"themes":[],"title":"One Request Lifted the Whole Memory Chain. Apple Pays for It","htmlText":"Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> closed up 8.88 per cent at US$1,786.85, and <a target=\"_blank\" href=\"https://ttm.financial/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$</a> rose 17.73 per cent in a day. <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> closed up 4.13 per cent at US$1,011.75, back above US$1,000. <a target=\"_blank\" href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> rose 5.35 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> 3.04 p","listText":"Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> closed up 8.88 per cent at US$1,786.85, and <a target=\"_blank\" href=\"https://ttm.financial/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$</a> rose 17.73 per cent in a day. <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> closed up 4.13 per cent at US$1,011.75, back above US$1,000. <a target=\"_blank\" href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> rose 5.35 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> 3.04 p","text":"Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. $SanDisk Corp.(SNDK)$ closed up 8.88 per cent at US$1,786.85, and $Tradr 2X Long SNDK Daily ETF(SNXX)$ rose 17.73 per cent in a day. $Micron Technology(MU)$ closed up 4.13 per cent at US$1,011.75, back above US$1,000. $Western Digital(WDC)$ rose 5.35 per cent, $SK hynix(SKHY)$ 3.04 p","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":46,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/598071540367520","isVote":1,"tweetType":1,"viewCount":1943,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4243426647434722","idStr":"4243426647434722"},"content":"China has actually generated considerable conflicts with the United States over chip production capacity, and this trade war has had a significant impact on the costs of traditional internet giants.","text":"China has actually generated considerable conflicts with the United States over chip production capacity, and this trade war has had a significant impact on the costs of traditional internet giants.","html":"China has actually generated considerable conflicts with the United States over chip production capacity, and this trade war has had a significant impact on the costs of traditional internet giants."},{"author":{"id":"9000000000000608","authorId":"9000000000000608","name":"EllisBird","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000608","idStr":"9000000000000608"},"content":"8.88% on SNDK vs 17.73% on SNXX says sentiment is outrunning fundamentals for now. Bullish near term, but that kind of leverage usually punishes late FOMO","text":"8.88% on SNDK vs 17.73% on SNXX says sentiment is outrunning fundamentals for now. Bullish near term, but that kind of leverage usually punishes late FOMO","html":"8.88% on SNDK vs 17.73% on SNXX says sentiment is outrunning fundamentals for now. Bullish near term, but that kind of leverage usually punishes late FOMO"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598070044214528,"gmtCreate":1787039883078,"gmtModify":1787039887378,"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"themes":[],"title":"","htmlText":"Let's vote 😁<a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","listText":"Let's vote 😁<a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","text":"Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598070044214528","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598066239325368,"gmtCreate":1787039027139,"gmtModify":1787039533935,"author":{"id":"4243241050398032","authorId":"4243241050398032","name":"Topgunner","avatar":"https://community-static.tradeup.com/news/00a5fd93893680ba0969c40eb2b17559","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243241050398032","idStr":"4243241050398032"},"themes":[],"title":"","htmlText":"Baba bull run","listText":"Baba bull run","text":"Baba bull run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598066239325368","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598029283987544,"gmtCreate":1787033940828,"gmtModify":1787034216128,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] Alibaba’s Profits Are Falling. So Why Is Wall Street Getting More Bullish?","htmlText":"Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42","listText":"Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42","text":"Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. $Alibaba(BABA)$ $BABA-W(09988)$ Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42","images":[{"img":"https://community-static.tradeup.com/news/0e7d765f86892a1e5988d0552f9680ae"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":15,"commentSize":9,"repostSize":3,"link":"https://ttm.financial/post/598029283987544","isVote":2,"tweetType":1,"viewCount":12426,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5583,"gmtBegin":1787034073041,"gmtEnd":1787234400000,"type":1,"upper":1,"title":"How will BABA close after its earnings report?","choices":[{"id":19265,"sort":1,"name":"Very Green (more than 10%)","userSize":20,"voted":false},{"id":19266,"sort":1,"name":"Green (5% to 10%)","userSize":25,"voted":false},{"id":19267,"sort":1,"name":"Flat (-5% to 5%)","userSize":17,"voted":false},{"id":19268,"sort":1,"name":"Red (-10% to-5%)","userSize":7,"voted":false},{"id":19269,"sort":1,"name":"Very Red (below-10%)","userSize":3,"voted":false}]},"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000","text":"Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000","html":"Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000"},{"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"content":"Vote $Alibaba(BABA)$! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing @1PC @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","text":"Vote $Alibaba(BABA)$! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing @1PC @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","html":"Vote $Alibaba(BABA)$! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing @1PC @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598028461854864,"gmtCreate":1787033821820,"gmtModify":1787034967736,"author":{"id":"4249599930403112","authorId":"4249599930403112","name":"Talia_z","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4249599930403112","idStr":"4249599930403112"},"themes":[],"title":"Alibaba Earnings Preview: Can AI and Cloud Businesses Reverse the Stock’s Downtrend?","htmlText":"After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo","listText":"After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo","text":"After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo","images":[{"img":"https://community-static.tradeup.com/news/d91ec5b2e432ea079f123fa908554d0b","width":"1280","height":"439"},{"img":"https://community-static.tradeup.com/news/0292c61b68d55d0dfcaa569ea4d12bd9","width":"1722","height":"882"},{"img":"https://community-static.tradeup.com/news/66dd05c1c4e361908317968d9e61a84b","width":"1280","height":"467"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/598028461854864","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000597","authorId":"9000000000000597","name":"EricVaughan","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000597","idStr":"9000000000000597"},"content":"Alibaba over Tencent for the next 3 to 6 months. That 3B download lead matters more than one quarter's print. Cloud margin is the cleaner catalyst, but the AI moat is the real long game.","text":"Alibaba over Tencent for the next 3 to 6 months. That 3B download lead matters more than one quarter's print. Cloud margin is the cleaner catalyst, but the AI moat is the real long game.","html":"Alibaba over Tencent for the next 3 to 6 months. That 3B download lead matters more than one quarter's print. Cloud margin is the cleaner catalyst, but the AI moat is the real long game."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":597962720068024,"gmtCreate":1787013767882,"gmtModify":1787013770786,"author":{"id":"3552850525395609","authorId":"3552850525395609","name":"moliya","avatar":"https://community-static.tradeup.com/news/748bcf0aa156e5b68e0b397250aefd6a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552850525395609","idStr":"3552850525395609"},"themes":[],"title":"","htmlText":"well written with clear analysis of market","listText":"well written with clear analysis of market","text":"well written with clear analysis of market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597962720068024","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597962937971832,"gmtCreate":1787013732599,"gmtModify":1787013735602,"author":{"id":"3552850525395609","authorId":"3552850525395609","name":"moliya","avatar":"https://community-static.tradeup.com/news/748bcf0aa156e5b68e0b397250aefd6a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3552850525395609","idStr":"3552850525395609"},"themes":[],"title":"","htmlText":"buy chip related stocks they are going to fly doonn..","listText":"buy chip related stocks they are going to fly doonn..","text":"buy chip related stocks they are going to fly doonn..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/597962937971832","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000514","authorId":"9000000000000514","name":"LeeTed","avatar":"https://static.tigerbbs.com/0eb59fd0b17adb82f693717ea8bf6128","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000514","idStr":"9000000000000514"},"content":"AI chip demand barely even started lol semis still got room","text":"AI chip demand barely even started lol semis still got room","html":"AI chip demand barely even started lol semis still got room"}],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":599107095453728,"gmtCreate":1787308111489,"gmtModify":1787310026872,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why Alibaba’s 45% AI-Cloud Growth Is Being Purchased With a 75% Profit Decline","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>’s June-quarter report captured the central problem facing AI investors: very rapid demand growth can coexist with deteriorating near-term economics. The company’s cloud business accelerated sharply, but capital expenditure and other investments reduced profit and turned free cash flow deeply negative. Alibaba reported on August 20 for the quarter ended June 30. Revenue increased approximately 9% to RMB268.95 billion, while net income fell about 75% to RMB10.4 billion. AI Cloud and Compute Services revenue rose 45% to RMB48.44 billion. Capital expenditure increased 75% to RMB67.68 billion—almost $10 billion—and free cash flow was negative RMB44.67 billion, compared with negative RMB18.82 billion one year earlier. Alibaba’s official","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>’s June-quarter report captured the central problem facing AI investors: very rapid demand growth can coexist with deteriorating near-term economics. The company’s cloud business accelerated sharply, but capital expenditure and other investments reduced profit and turned free cash flow deeply negative. Alibaba reported on August 20 for the quarter ended June 30. Revenue increased approximately 9% to RMB268.95 billion, while net income fell about 75% to RMB10.4 billion. AI Cloud and Compute Services revenue rose 45% to RMB48.44 billion. Capital expenditure increased 75% to RMB67.68 billion—almost $10 billion—and free cash flow was negative RMB44.67 billion, compared with negative RMB18.82 billion one year earlier. Alibaba’s official","text":"$Alibaba(BABA)$’s June-quarter report captured the central problem facing AI investors: very rapid demand growth can coexist with deteriorating near-term economics. The company’s cloud business accelerated sharply, but capital expenditure and other investments reduced profit and turned free cash flow deeply negative. Alibaba reported on August 20 for the quarter ended June 30. Revenue increased approximately 9% to RMB268.95 billion, while net income fell about 75% to RMB10.4 billion. AI Cloud and Compute Services revenue rose 45% to RMB48.44 billion. Capital expenditure increased 75% to RMB67.68 billion—almost $10 billion—and free cash flow was negative RMB44.67 billion, compared with negative RMB18.82 billion one year earlier. Alibaba’s official","images":[{"img":"https://community-static.tradeup.com/news/4bb6f8f40e56487511300309dc45fc72","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599107095453728","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":599139186725008,"gmtCreate":1787304994884,"gmtModify":1787311453920,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"A Beat, a Raise, and Yet Walmart's Worst Day in Four Years","htmlText":"Hello. The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed down 0.87 per cent and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> 1.32 per cent, about 600 points — Barro","listText":"Hello. The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> closed down 0.87 per cent and <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> 1.32 per cent, about 600 points — Barro","text":"Hello. The Treasury's buyback tool was upsized again, and the bond market bought it for half a day. US Treasury Secretary Bessent said on Thursday that the size of each long-dated Treasury buyback had gone from US$2 billion to at least US$4 billion, and could rise further. The 30-year yield fell as much as 10 basis points and the dollar index weakened — and then the bond market pushed back. The reason is simple enough: buybacks deal with liquidity, while the deficit, inflation and the term premium have not moved at all. There was a new variable that day: the consumer. $S&P 500(.SPX)$ closed down 0.87 per cent and $Dow Jones(.DJI)$ 1.32 per cent, about 600 points — Barro","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":58,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/599139186725008","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"content":"Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba's margin structure is still under serious pressure. I would not treat Alibaba as simply a \"cheap AI stock.\" It's a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today's margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform transformation story, but the next catalyst must be monetization, not more spending. @Marktomarket [暗中观察]","text":"Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba's margin structure is still under serious pressure. I would not treat Alibaba as simply a \"cheap AI stock.\" It's a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today's margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform transformation story, but the next catalyst must be monetization, not more spending. @Marktomarket [暗中观察]","html":"Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba's margin structure is still under serious pressure. I would not treat Alibaba as simply a \"cheap AI stock.\" It's a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today's margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform transformation story, but the next catalyst must be monetization, not more spending. @Marktomarket [暗中观察]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599180339721272,"gmtCreate":1787325998523,"gmtModify":1787326002105,"author":{"id":"4194184698932812","authorId":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194184698932812","authorIdStr":"4194184698932812"},"themes":[],"title":"","htmlText":"Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba’s margin structure is still under serious pressure. I would not treat Alibaba as simply a “cheap AI stock.” It is a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today’s margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform","listText":"Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba’s margin structure is still under serious pressure. I would not treat Alibaba as simply a “cheap AI stock.” It is a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today’s margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform","text":"Alibaba is clearly choosing growth over near-term profits. A 75% jump in capital expenditure, largely directed toward AI infrastructure, looks painful today, but the 45% growth in cloud revenue suggests the investment is beginning to generate real demand. The bigger issue is whether this spending can eventually create operating leverage. A roughly 75% decline in reported net profit shows that Alibaba’s margin structure is still under serious pressure. I would not treat Alibaba as simply a “cheap AI stock.” It is a bet on whether AI and cloud can become the next profit engine. If AI monetization accelerates, today’s margin compression could prove temporary. If growth slows, however, investors may discover that the margin floor is lower than expected. For me, Alibaba is a long-term platform","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599180339721272","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599100168655856,"gmtCreate":1787306341814,"gmtModify":1787306984479,"author":{"id":"3568876305373022","authorId":"3568876305373022","name":"FoxxyNick","avatar":"https://community-static.tradeup.com/news/c8ee6000037ccf9cbed8795214adb609","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568876305373022","authorIdStr":"3568876305373022"},"themes":[],"title":"","htmlText":"Very good","listText":"Very good","text":"Very good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599100168655856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599100185555248,"gmtCreate":1787306334511,"gmtModify":1787306983307,"author":{"id":"3568876305373022","authorId":"3568876305373022","name":"FoxxyNick","avatar":"https://community-static.tradeup.com/news/c8ee6000037ccf9cbed8795214adb609","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568876305373022","authorIdStr":"3568876305373022"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599100185555248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598702569219600,"gmtCreate":1787209277703,"gmtModify":1787210539664,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why NetEase’s Earnings Must Prove Its Games Can Travel Beyond China","htmlText":"<a href=\"https://ttm.financial/S/NTES\">$NetEase(NTES)$</a> enters its August 20 second-quarter report with a profitable domestic games franchise and a growing collection of international titles. The central question is whether global releases can create durable growth without the marketing expense, development risk and regulatory exposure that have historically limited Chinese publishers overseas. NetEase reported its first quarter on May 21 for the period ended March 31. Revenue increased 6.1% year over year to RMB30.6 billion, or approximately $4.4 billion. Games and related services revenue rose 6.9% to RMB25.7 billion, accounting for about 84% of the company total. Gross profit increased 14.8% to RMB21.2 billion, while non-GAAP net income attributable to shareholders reached RMB11.3 bi","listText":"<a href=\"https://ttm.financial/S/NTES\">$NetEase(NTES)$</a> enters its August 20 second-quarter report with a profitable domestic games franchise and a growing collection of international titles. The central question is whether global releases can create durable growth without the marketing expense, development risk and regulatory exposure that have historically limited Chinese publishers overseas. NetEase reported its first quarter on May 21 for the period ended March 31. Revenue increased 6.1% year over year to RMB30.6 billion, or approximately $4.4 billion. Games and related services revenue rose 6.9% to RMB25.7 billion, accounting for about 84% of the company total. Gross profit increased 14.8% to RMB21.2 billion, while non-GAAP net income attributable to shareholders reached RMB11.3 bi","text":"$NetEase(NTES)$ enters its August 20 second-quarter report with a profitable domestic games franchise and a growing collection of international titles. The central question is whether global releases can create durable growth without the marketing expense, development risk and regulatory exposure that have historically limited Chinese publishers overseas. NetEase reported its first quarter on May 21 for the period ended March 31. Revenue increased 6.1% year over year to RMB30.6 billion, or approximately $4.4 billion. Games and related services revenue rose 6.9% to RMB25.7 billion, accounting for about 84% of the company total. Gross profit increased 14.8% to RMB21.2 billion, while non-GAAP net income attributable to shareholders reached RMB11.3 bi","images":[{"img":"https://community-static.tradeup.com/news/94249d5320d5add8025cc4eb45cc49d2","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598702569219600","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":598071540367520,"gmtCreate":1787044344821,"gmtModify":1787053396909,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"One Request Lifted the Whole Memory Chain. Apple Pays for It","htmlText":"Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> closed up 8.88 per cent at US$1,786.85, and <a target=\"_blank\" href=\"https://ttm.financial/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$</a> rose 17.73 per cent in a day. <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> closed up 4.13 per cent at US$1,011.75, back above US$1,000. <a target=\"_blank\" href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> rose 5.35 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> 3.04 p","listText":"Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> closed up 8.88 per cent at US$1,786.85, and <a target=\"_blank\" href=\"https://ttm.financial/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$</a> rose 17.73 per cent in a day. <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> closed up 4.13 per cent at US$1,011.75, back above US$1,000. <a target=\"_blank\" href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> rose 5.35 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> 3.04 p","text":"Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. $SanDisk Corp.(SNDK)$ closed up 8.88 per cent at US$1,786.85, and $Tradr 2X Long SNDK Daily ETF(SNXX)$ rose 17.73 per cent in a day. $Micron Technology(MU)$ closed up 4.13 per cent at US$1,011.75, back above US$1,000. $Western Digital(WDC)$ rose 5.35 per cent, $SK hynix(SKHY)$ 3.04 p","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":46,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/598071540367520","isVote":1,"tweetType":1,"viewCount":1943,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4243426647434722","authorId":"4243426647434722","name":"Investing Leon","avatar":"https://community-static.tradeup.com/news/ce9384c23155414f0a6191dfd331ff55","crmLevel":1,"crmLevelSwitch":0,"idStr":"4243426647434722","authorIdStr":"4243426647434722"},"content":"China has actually generated considerable conflicts with the United States over chip production capacity, and this trade war has had a significant impact on the costs of traditional internet giants.","text":"China has actually generated considerable conflicts with the United States over chip production capacity, and this trade war has had a significant impact on the costs of traditional internet giants.","html":"China has actually generated considerable conflicts with the United States over chip production capacity, and this trade war has had a significant impact on the costs of traditional internet giants."},{"author":{"id":"9000000000000608","authorId":"9000000000000608","name":"EllisBird","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000608","authorIdStr":"9000000000000608"},"content":"8.88% on SNDK vs 17.73% on SNXX says sentiment is outrunning fundamentals for now. Bullish near term, but that kind of leverage usually punishes late FOMO","text":"8.88% on SNDK vs 17.73% on SNXX says sentiment is outrunning fundamentals for now. Bullish near term, but that kind of leverage usually punishes late FOMO","html":"8.88% on SNDK vs 17.73% on SNXX says sentiment is outrunning fundamentals for now. Bullish near term, but that kind of leverage usually punishes late FOMO"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598089396659384,"gmtCreate":1787044680785,"gmtModify":1787053387093,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why Alibaba Is Selling Gaming to Fund a More Focused AI Strategy","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>’s agreement to sell Lingxi Games reflects a broader portfolio reset. Management is converting non-core assets into financial capacity for cloud computing and artificial intelligence, but divestment alone does not prove that the retained businesses will earn adequate returns on their rising investment. Trustar Capital confirmed on August 17 that it had agreed to acquire <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a>’s entire Lingxi stake. A person familiar with the transaction told Reuters that proceeds should exceed $2 billion, although the companies did not disclose final terms or a closing timetable. Lingxi’s management is expected to remain. Reuters’ August 17 transaction report provides the available details. The s","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>’s agreement to sell Lingxi Games reflects a broader portfolio reset. Management is converting non-core assets into financial capacity for cloud computing and artificial intelligence, but divestment alone does not prove that the retained businesses will earn adequate returns on their rising investment. Trustar Capital confirmed on August 17 that it had agreed to acquire <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a>’s entire Lingxi stake. A person familiar with the transaction told Reuters that proceeds should exceed $2 billion, although the companies did not disclose final terms or a closing timetable. Lingxi’s management is expected to remain. Reuters’ August 17 transaction report provides the available details. The s","text":"$Alibaba(BABA)$’s agreement to sell Lingxi Games reflects a broader portfolio reset. Management is converting non-core assets into financial capacity for cloud computing and artificial intelligence, but divestment alone does not prove that the retained businesses will earn adequate returns on their rising investment. Trustar Capital confirmed on August 17 that it had agreed to acquire $BABA-W(09988)$’s entire Lingxi stake. A person familiar with the transaction told Reuters that proceeds should exceed $2 billion, although the companies did not disclose final terms or a closing timetable. Lingxi’s management is expected to remain. Reuters’ August 17 transaction report provides the available details. The s","images":[{"img":"https://community-static.tradeup.com/news/4bb6f8f40e56487511300309dc45fc72","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":34,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/598089396659384","isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000166","authorId":"9000000000000166","name":"WayneEvans","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000166","authorIdStr":"9000000000000166"},"content":"Cloud focus makes sense, but next quarter capex guidance and cloud growth need to show it fast","text":"Cloud focus makes sense, but next quarter capex guidance and cloud growth need to show it fast","html":"Cloud focus makes sense, but next quarter capex guidance and cloud growth need to show it fast"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":598597869908424,"gmtCreate":1787183704649,"gmtModify":1787217534111,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟I vote <a href=\"https://ttm.financial/S/BABA\"> $Alibaba(BABA)$ </a><a href=\"https://ttm.financial/S/09988\"> $BABA-W(09988)$ </a>will close Flat in the -5% to 5% zone.&nbsp; Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters.&nbsp; Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A \"Very Red\" crash is almost entirely off the table because the underlying top line volumes are exceptionally health.&nbsp; Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with <a href=\"https://ttm.financial/S/AAPL\"> $Apple</a>","listText":"🌟🌟🌟I vote <a href=\"https://ttm.financial/S/BABA\"> $Alibaba(BABA)$ </a><a href=\"https://ttm.financial/S/09988\"> $BABA-W(09988)$ </a>will close Flat in the -5% to 5% zone.&nbsp; Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters.&nbsp; Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A \"Very Red\" crash is almost entirely off the table because the underlying top line volumes are exceptionally health.&nbsp; Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with <a href=\"https://ttm.financial/S/AAPL\"> $Apple</a>","text":"🌟🌟🌟I vote $Alibaba(BABA)$ $BABA-W(09988)$ will close Flat in the -5% to 5% zone. Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters. Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A \"Very Red\" crash is almost entirely off the table because the underlying top line volumes are exceptionally health. Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with $Apple","images":[{"img":"https://community-static.tradeup.com/news/66922db654303edd8cbd7f65db6e4143"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":2,"repostSize":11,"link":"https://ttm.financial/post/598597869908424","isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000172","authorId":"9000000000000172","name":"AndrewWalker","avatar":"https://static.tigerbbs.com/60528b508747d2305a5e8066c4645143","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000172","authorIdStr":"9000000000000172"},"content":"The Apple integration angle matters more than people think. From a longer view, that is ecosystem stickiness getting rebuilt while the market keeps staring at margin compression lol","text":"The Apple integration angle matters more than people think. From a longer view, that is ecosystem stickiness getting rebuilt while the market keeps staring at margin compression lol","html":"The Apple integration angle matters more than people think. From a longer view, that is ecosystem stickiness getting rebuilt while the market keeps staring at margin compression lol"},{"author":{"id":"9000000000000407","authorId":"9000000000000407","name":"fuzzyx","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000407","authorIdStr":"9000000000000407"},"content":"That buyback shield sounds weaker than bulls think. Four straight EPS misses plus softer free cash flow makes flat feel generous here","text":"That buyback shield sounds weaker than bulls think. Four straight EPS misses plus softer free cash flow makes flat feel generous here","html":"That buyback shield sounds weaker than bulls think. Four straight EPS misses plus softer free cash flow makes flat feel generous here"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598028461854864,"gmtCreate":1787033821820,"gmtModify":1787034967736,"author":{"id":"4249599930403112","authorId":"4249599930403112","name":"Talia_z","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4249599930403112","authorIdStr":"4249599930403112"},"themes":[],"title":"Alibaba Earnings Preview: Can AI and Cloud Businesses Reverse the Stock’s Downtrend?","htmlText":"After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo","listText":"After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo","text":"After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo","images":[{"img":"https://community-static.tradeup.com/news/d91ec5b2e432ea079f123fa908554d0b","width":"1280","height":"439"},{"img":"https://community-static.tradeup.com/news/0292c61b68d55d0dfcaa569ea4d12bd9","width":"1722","height":"882"},{"img":"https://community-static.tradeup.com/news/66dd05c1c4e361908317968d9e61a84b","width":"1280","height":"467"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/598028461854864","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000597","authorId":"9000000000000597","name":"EricVaughan","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000597","authorIdStr":"9000000000000597"},"content":"Alibaba over Tencent for the next 3 to 6 months. That 3B download lead matters more than one quarter's print. Cloud margin is the cleaner catalyst, but the AI moat is the real long game.","text":"Alibaba over Tencent for the next 3 to 6 months. That 3B download lead matters more than one quarter's print. Cloud margin is the cleaner catalyst, but the AI moat is the real long game.","html":"Alibaba over Tencent for the next 3 to 6 months. That 3B download lead matters more than one quarter's print. Cloud margin is the cleaner catalyst, but the AI moat is the real long game."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":597720742580384,"gmtCreate":1786958700830,"gmtModify":1786959382201,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000439","authorIdStr":"9000000000000439"},"themes":[],"title":"Cross-Market Weekly: Yields at 2007 Highs, HKEX Tech Bloodbath,  Oil Rebounds — FED Minutes in Focus","htmlText":"Last Week's Recap 1. Weekly Market Digest: Stocks Flat, Yields at 2007 Highs, Inflation Moderates, Oil Rebounds Flat market — U.S. indexes were little changed as stocks took a breather after the prior week's record highs. S&amp;P 500 and NASDAQ ended fractionally higher; Dow fractionally lower. Elevated yields — 30-year Treasury yield climbed back to ~5.26% (highest since 2007); 10-year at 4.69%, while the 2-year eased slightly to 4.17%. Moderating inflation — July CPI held steady at 3.4% annual rate (down from June's 3.5%); PPI showed inflation little changed from the prior month. Robust revenue — S&amp;P 500 Q2 revenue growth on pace for 15% (highest since Q4 2021), per FactSet; earnings growth tracking above 50%, strongest since Q2 2021. Oil rebounds — U.S. crude rose above $82 Friday (","listText":"Last Week's Recap 1. Weekly Market Digest: Stocks Flat, Yields at 2007 Highs, Inflation Moderates, Oil Rebounds Flat market — U.S. indexes were little changed as stocks took a breather after the prior week's record highs. S&amp;P 500 and NASDAQ ended fractionally higher; Dow fractionally lower. Elevated yields — 30-year Treasury yield climbed back to ~5.26% (highest since 2007); 10-year at 4.69%, while the 2-year eased slightly to 4.17%. Moderating inflation — July CPI held steady at 3.4% annual rate (down from June's 3.5%); PPI showed inflation little changed from the prior month. Robust revenue — S&amp;P 500 Q2 revenue growth on pace for 15% (highest since Q4 2021), per FactSet; earnings growth tracking above 50%, strongest since Q2 2021. Oil rebounds — U.S. crude rose above $82 Friday (","text":"Last Week's Recap 1. Weekly Market Digest: Stocks Flat, Yields at 2007 Highs, Inflation Moderates, Oil Rebounds Flat market — U.S. indexes were little changed as stocks took a breather after the prior week's record highs. S&P 500 and NASDAQ ended fractionally higher; Dow fractionally lower. Elevated yields — 30-year Treasury yield climbed back to ~5.26% (highest since 2007); 10-year at 4.69%, while the 2-year eased slightly to 4.17%. Moderating inflation — July CPI held steady at 3.4% annual rate (down from June's 3.5%); PPI showed inflation little changed from the prior month. Robust revenue — S&P 500 Q2 revenue growth on pace for 15% (highest since Q4 2021), per FactSet; earnings growth tracking above 50%, strongest since Q2 2021. Oil rebounds — U.S. crude rose above $82 Friday (","images":[{"img":"https://community-static.tradeup.com/news/54dc7376572f0d18aca98ef795f1c73e"},{"img":"https://community-static.tradeup.com/news/b5c2a95d89d64cec6f810639fd332e75"},{"img":"https://community-static.tradeup.com/news/0ccdd5190d7d8589106de64d5077d440"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":61,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/597720742580384","isVote":1,"tweetType":1,"viewCount":1425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":597702974832800,"gmtCreate":1786954363001,"gmtModify":1786963639651,"author":{"id":"3527667691843168","authorId":"3527667691843168","name":"Marktomarket","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667691843168","authorIdStr":"3527667691843168"},"themes":[],"title":"AMD Rose 6.50 Per Cent, Broadcom Fell 5.94. A 30 June Snapshot Explains Neither","htmlText":"Hello. The weekend is over, and the most striking thing left from Friday's close was a pair of numbers pointing opposite ways: <a target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> up 6.50 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> down 5.94 per cent. Both are AI chip names, and they spent the day going in different directions. What the market was reading that day was not results. It was second-quarter position disclosures. Stanley Druckenmiller's 13F showed him loading up on Amazon and AMD while dumping a batch of chipmakers, and a Soros fund was adding AMD too, alongside <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/AMAT\">$Appli</a>","listText":"Hello. The weekend is over, and the most striking thing left from Friday's close was a pair of numbers pointing opposite ways: <a target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> up 6.50 per cent, <a target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> down 5.94 per cent. Both are AI chip names, and they spent the day going in different directions. What the market was reading that day was not results. It was second-quarter position disclosures. Stanley Druckenmiller's 13F showed him loading up on Amazon and AMD while dumping a batch of chipmakers, and a Soros fund was adding AMD too, alongside <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>, <a target=\"_blank\" href=\"https://ttm.financial/S/AMAT\">$Appli</a>","text":"Hello. The weekend is over, and the most striking thing left from Friday's close was a pair of numbers pointing opposite ways: $Advanced Micro Devices(AMD)$ up 6.50 per cent, $Broadcom(AVGO)$ down 5.94 per cent. Both are AI chip names, and they spent the day going in different directions. What the market was reading that day was not results. It was second-quarter position disclosures. Stanley Druckenmiller's 13F showed him loading up on Amazon and AMD while dumping a batch of chipmakers, and a Soros fund was adding AMD too, alongside $Micron Technology(MU)$, $Appli","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":35,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/597702974832800","isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4137112450961772","authorId":"4137112450961772","name":"靖润","avatar":"https://community-static.tradeup.com/news/84e4282a20159c824fd7beaa97094ebf","crmLevel":12,"crmLevelSwitch":0,"idStr":"4137112450961772","authorIdStr":"4137112450961772"},"content":"No wait. Moving ahead of time, there is no point. The differences in the FOMC minutes have been digested by the market in advance. The dot plot shows the three people opposing keeping interest rates unchanged, which is already in the minutes, not new information. rate hike probability 67% has been trading for two weeks, and this number has been fully digested after the CPI is moderate. If the words of the minutes are hawkish, the probability will jump briefly and then fall back, because the data no longer supports a continued rate hike. If the wording of the minutes is biased, this position will be directly rushed, but the direction no longer needs to be confirmed by the minutes. Positioning a few minutes in advance earns a poor tone in the wording of the minutes, not a poor direction. The direction is clear enough that there is no need to gamble on the words and sentences of the minutes. Both volume and volatility will rapidly amplify after the minutes are published, but the certainty of the direction itself does not need to wait until the minutes land to be judged. Instead of making directional bets before the minutes are published, it is better to wait for the minutes to land and then decide the next step according to the market reaction. If the minutes do point to the end of rate hike, there is still room; If the minutes are hawkish, the pullback will not be too large. You won't miss too many opportunities just by waiting a few more hours, but you can avoid the short-term noise before and after the minutes are published.","text":"No wait. Moving ahead of time, there is no point. The differences in the FOMC minutes have been digested by the market in advance. The dot plot shows the three people opposing keeping interest rates unchanged, which is already in the minutes, not new information. rate hike probability 67% has been trading for two weeks, and this number has been fully digested after the CPI is moderate. If the words of the minutes are hawkish, the probability will jump briefly and then fall back, because the data no longer supports a continued rate hike. If the wording of the minutes is biased, this position will be directly rushed, but the direction no longer needs to be confirmed by the minutes. Positioning a few minutes in advance earns a poor tone in the wording of the minutes, not a poor direction. The direction is clear enough that there is no need to gamble on the words and sentences of the minutes. Both volume and volatility will rapidly amplify after the minutes are published, but the certainty of the direction itself does not need to wait until the minutes land to be judged. Instead of making directional bets before the minutes are published, it is better to wait for the minutes to land and then decide the next step according to the market reaction. If the minutes do point to the end of rate hike, there is still room; If the minutes are hawkish, the pullback will not be too large. You won't miss too many opportunities just by waiting a few more hours, but you can avoid the short-term noise before and after the minutes are published.","html":"No wait. Moving ahead of time, there is no point. The differences in the FOMC minutes have been digested by the market in advance. The dot plot shows the three people opposing keeping interest rates unchanged, which is already in the minutes, not new information. rate hike probability 67% has been trading for two weeks, and this number has been fully digested after the CPI is moderate. If the words of the minutes are hawkish, the probability will jump briefly and then fall back, because the data no longer supports a continued rate hike. If the wording of the minutes is biased, this position will be directly rushed, but the direction no longer needs to be confirmed by the minutes. Positioning a few minutes in advance earns a poor tone in the wording of the minutes, not a poor direction. The direction is clear enough that there is no need to gamble on the words and sentences of the minutes. Both volume and volatility will rapidly amplify after the minutes are published, but the certainty of the direction itself does not need to wait until the minutes land to be judged. Instead of making directional bets before the minutes are published, it is better to wait for the minutes to land and then decide the next step according to the market reaction. If the minutes do point to the end of rate hike, there is still room; If the minutes are hawkish, the pullback will not be too large. You won't miss too many opportunities just by waiting a few more hours, but you can avoid the short-term noise before and after the minutes are published."},{"author":{"id":"3552850525395609","authorId":"3552850525395609","name":"moliya","avatar":"https://community-static.tradeup.com/news/748bcf0aa156e5b68e0b397250aefd6a","crmLevel":12,"crmLevelSwitch":1,"idStr":"3552850525395609","authorIdStr":"3552850525395609"},"content":"buy chip related stocks they are going to fly doonn..","text":"buy chip related stocks they are going to fly doonn..","html":"buy chip related stocks they are going to fly doonn.."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598029283987544,"gmtCreate":1787033940828,"gmtModify":1787034216128,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] Alibaba’s Profits Are Falling. So Why Is Wall Street Getting More Bullish?","htmlText":"Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42","listText":"Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42","text":"Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. $Alibaba(BABA)$ $BABA-W(09988)$ Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42","images":[{"img":"https://community-static.tradeup.com/news/0e7d765f86892a1e5988d0552f9680ae"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":15,"commentSize":9,"repostSize":3,"link":"https://ttm.financial/post/598029283987544","isVote":2,"tweetType":1,"viewCount":12426,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5583,"gmtBegin":1787034073041,"gmtEnd":1787234400000,"type":1,"upper":1,"title":"How will BABA close after its earnings report?","choices":[{"id":19265,"sort":1,"name":"Very Green (more than 10%)","userSize":20,"voted":false},{"id":19266,"sort":1,"name":"Green (5% to 10%)","userSize":25,"voted":false},{"id":19267,"sort":1,"name":"Flat (-5% to 5%)","userSize":17,"voted":false},{"id":19268,"sort":1,"name":"Red (-10% to-5%)","userSize":7,"voted":false},{"id":19269,"sort":1,"name":"Very Red (below-10%)","userSize":3,"voted":false}]},"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000","text":"Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000","html":"Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000"},{"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"idStr":"4091884160412060","authorIdStr":"4091884160412060"},"content":"Vote $Alibaba(BABA)$! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing @1PC @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","text":"Vote $Alibaba(BABA)$! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing @1PC @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","html":"Vote $Alibaba(BABA)$! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing @1PC @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598324134921816,"gmtCreate":1787101921750,"gmtModify":1787130646865,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I’m leaning bullish on Alibaba <a href=\"https://ttm.financial/S/BABA\"> $Alibaba(BABA)$ </a><a href=\"https://ttm.financial/S/09988\"> $Alibaba(09988)$ </a> going into earnings. The headline EPS and net income declines are expected, but I think the bigger story is whether heavy AI investment is finally translating into stronger Cloud growth and improving profitability. Alibaba Cloud growing over 40% would be a major positive signal, especially if AI-related demand continues to scale. I’ll also be watching whether Instant Commerce losses start narrowing, which could give China e-commerce margins some much-needed relief. My vote: Bullish but within flat range📈. If Alibaba delivers strong Cloud growth and gives investors confidence that AI spending can drive future profits, I think the market c","listText":"I’m leaning bullish on Alibaba <a href=\"https://ttm.financial/S/BABA\"> $Alibaba(BABA)$ </a><a href=\"https://ttm.financial/S/09988\"> $Alibaba(09988)$ </a> going into earnings. The headline EPS and net income declines are expected, but I think the bigger story is whether heavy AI investment is finally translating into stronger Cloud growth and improving profitability. Alibaba Cloud growing over 40% would be a major positive signal, especially if AI-related demand continues to scale. I’ll also be watching whether Instant Commerce losses start narrowing, which could give China e-commerce margins some much-needed relief. My vote: Bullish but within flat range📈. If Alibaba delivers strong Cloud growth and gives investors confidence that AI spending can drive future profits, I think the market c","text":"I’m leaning bullish on Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ going into earnings. The headline EPS and net income declines are expected, but I think the bigger story is whether heavy AI investment is finally translating into stronger Cloud growth and improving profitability. Alibaba Cloud growing over 40% would be a major positive signal, especially if AI-related demand continues to scale. I’ll also be watching whether Instant Commerce losses start narrowing, which could give China e-commerce margins some much-needed relief. My vote: Bullish but within flat range📈. If Alibaba delivers strong Cloud growth and gives investors confidence that AI spending can drive future profits, I think the market c","images":[{"img":"https://community-static.tradeup.com/news/0010c1b7473c25940e3d3341ecca1604"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/598324134921816","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000460","authorId":"9000000000000460","name":"NatalieTommy","avatar":"https://static.tigerbbs.com/af002b44e35ebf40cafbbaf194de9c06","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000460","authorIdStr":"9000000000000460"},"content":"IV is already juiced into earnings, so the calls feel way too rich. I care more about whether management gives any concrete timeline on Instant Commerce losses narrowing.","text":"IV is already juiced into earnings, so the calls feel way too rich. I care more about whether management gives any concrete timeline on Instant Commerce losses narrowing.","html":"IV is already juiced into earnings, so the calls feel way too rich. I care more about whether management gives any concrete timeline on Instant Commerce losses narrowing."},{"author":{"id":"9000000000000376","authorId":"9000000000000376","name":"winzy","avatar":"https://static.tigerbbs.com/087c45f3787ce99e28dae4243c20a901","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000376","authorIdStr":"9000000000000376"},"content":"Cloud EBITA margin matters more to me than 40% growth. If they can get it back above 5%, bulls finally have something real to lean on","text":"Cloud EBITA margin matters more to me than 40% growth. If they can get it back above 5%, bulls finally have something real to lean on","html":"Cloud EBITA margin matters more to me than 40% growth. If they can get it back above 5%, bulls finally have something real to lean on"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598272227734584,"gmtCreate":1787089241813,"gmtModify":1787089244640,"author":{"id":"4131703342800552","authorId":"4131703342800552","name":"neo26000","avatar":"https://community-static.tradeup.com/news/11d50ec0d6202770a8629aa7f06a5d4f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131703342800552","authorIdStr":"4131703342800552"},"themes":[],"title":"","htmlText":"Maybe, maybe not. Probably not.","listText":"Maybe, maybe not. Probably not.","text":"Maybe, maybe not. Probably not.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598272227734584","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598094783639624,"gmtCreate":1787046006798,"gmtModify":1787046012231,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091884160412060","authorIdStr":"4091884160412060"},"themes":[],"title":"","htmlText":"Vote <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing <a href=\"https://ttm.financial/U/3574752437126777\"> @1PC </a><a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a>","listText":"Vote <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing <a href=\"https://ttm.financial/U/3574752437126777\"> @1PC </a><a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a>","text":"Vote $Alibaba(BABA)$! Alibaba is scheduled to report its fiscal first-quarter financial results before the U.S. market opens on Thursday, August 20, 2026. It is expected to post a year-on-year increase of about 8% in revenue. BABA boy let’s run. Full bull run!🚀🚀🚀 Thanks for sharing @1PC @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","images":[{"img":"https://community-static.tradeup.com/news/1028e4702d7997e383130364c9b2aaad"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598094783639624","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597661037192664,"gmtCreate":1786940030872,"gmtModify":1786941522677,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"Alibaba is the print I would be watching most closely. Tencent has just demonstrated the key dilemma for Chinese tech: AI can accelerate revenue, but the infrastructure bill can arrive much faster. Tencent's Q2 capex surged 176% to RMB52.8bn and FCF turned negative, despite revenue rising 11%.&nbsp; That makes Alibaba's AI Cloud economics particularly important. I want to see whether cloud growth is accelerating enough to justify the enormous AI investment, rather than simply seeing another strong revenue number. If Alibaba can demonstrate strong AI-related cloud demand while keeping margins and cash generation reasonably controlled, it could differentiate itself from Tencent's more capital-intensive trajectory. My ranking: 1. Alibaba: Most important. AI Cloud growth versus capex and FCF i","listText":"Alibaba is the print I would be watching most closely. Tencent has just demonstrated the key dilemma for Chinese tech: AI can accelerate revenue, but the infrastructure bill can arrive much faster. Tencent's Q2 capex surged 176% to RMB52.8bn and FCF turned negative, despite revenue rising 11%.&nbsp; That makes Alibaba's AI Cloud economics particularly important. I want to see whether cloud growth is accelerating enough to justify the enormous AI investment, rather than simply seeing another strong revenue number. If Alibaba can demonstrate strong AI-related cloud demand while keeping margins and cash generation reasonably controlled, it could differentiate itself from Tencent's more capital-intensive trajectory. My ranking: 1. Alibaba: Most important. AI Cloud growth versus capex and FCF i","text":"Alibaba is the print I would be watching most closely. Tencent has just demonstrated the key dilemma for Chinese tech: AI can accelerate revenue, but the infrastructure bill can arrive much faster. Tencent's Q2 capex surged 176% to RMB52.8bn and FCF turned negative, despite revenue rising 11%. That makes Alibaba's AI Cloud economics particularly important. I want to see whether cloud growth is accelerating enough to justify the enormous AI investment, rather than simply seeing another strong revenue number. If Alibaba can demonstrate strong AI-related cloud demand while keeping margins and cash generation reasonably controlled, it could differentiate itself from Tencent's more capital-intensive trajectory. My ranking: 1. Alibaba: Most important. AI Cloud growth versus capex and FCF i","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/597661037192664","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000338","authorId":"9000000000000338","name":"jollyfo","avatar":"https://static.tigerbbs.com/5542e95e8b2dae009b1c8a6854d922ee","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000338","authorIdStr":"9000000000000338"},"content":"I pulled Alibaba Cloud capex versus FCF over the last four quarters too, and the cash pressure was already creeping in. Cloud demand has to inflect now or this print won't feel that different from Tencent","text":"I pulled Alibaba Cloud capex versus FCF over the last four quarters too, and the cash pressure was already creeping in. Cloud demand has to inflect now or this print won't feel that different from Tencent","html":"I pulled Alibaba Cloud capex versus FCF over the last four quarters too, and the cash pressure was already creeping in. Cloud demand has to inflect now or this print won't feel that different from Tencent"},{"author":{"id":"9000000000000613","authorId":"9000000000000613","name":"EdRoy","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000613","authorIdStr":"9000000000000613"},"content":"Who says AI revenue ramps fast enough to cover that infra bill? Alibaba has to prove cash flow, not just cloud hype","text":"Who says AI revenue ramps fast enough to cover that infra bill? Alibaba has to prove cash flow, not just cloud hype","html":"Who says AI revenue ramps fast enough to cover that infra bill? Alibaba has to prove cash flow, not just cloud hype"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598095219012664,"gmtCreate":1787046026793,"gmtModify":1787046030565,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091884160412060","authorIdStr":"4091884160412060"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Thanks for sharing 👍🏻//<a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Let's vote 😁<a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","listText":"Replying to <a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Thanks for sharing 👍🏻//<a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Let's vote 😁<a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","text":"Replying to @1PC:Thanks for sharing 👍🏻//@1PC:Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598095219012664","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598097566040480,"gmtCreate":1787046665728,"gmtModify":1787049222732,"author":{"id":"4249959953449962","authorId":"4249959953449962","name":"slava","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4249959953449962","authorIdStr":"4249959953449962"},"themes":[],"title":"","htmlText":"Just funded my tiger brokers account and bought some vgs etf. Is there a better play for long term investment in au?","listText":"Just funded my tiger brokers account and bought some vgs etf. Is there a better play for long term investment in au?","text":"Just funded my tiger brokers account and bought some vgs etf. Is there a better play for long term investment in au?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598097566040480","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598070044214528,"gmtCreate":1787039883078,"gmtModify":1787039887378,"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"themes":[],"title":"","htmlText":"Let's vote 😁<a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","listText":"Let's vote 😁<a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","text":"Let's vote 😁 @Shyon @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598070044214528","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}