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

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

Very good

Good

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

🌟🌟🌟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

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

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 (

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

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

Maybe, maybe not. Probably not.

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

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

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

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