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r/babar/baba· u/ilikeelks· 18d agoDiscussion 11

BABA T-HEAD SEMICONDUCTORS GAINING INTEREST AFTER HUAWEI CHIPMAKING BREAKTHROUGH

Investor summaryBullish

Market is undervaluing BABA as it fails to price in the massive potential of its T-Head semiconductor and QWEN LLM divisions.

Bull points
  • Market is not pricing in the valuations of T-Head and QWEN LLM.
  • T-Head's new Zhenwu chips are fully allocated for 2026, validating its high valuation.
  • BABA stock has a tantalizing 37% upside potential according to recent analysis.
BABAAI 资本开支半导体
Post body

https://www.barchart.com/story/news/2067186/as-alibaba-unveils-better-ai-tools-baba-stock-offers-a-tantalizing-37-upside-potential-here

Market is not pricing in the valuations of T-Head and QWEN LLM at the moment.

T-Head was valued at between US$28-86B earlier this year. With the announcement of new Zhenwu chips that has been fully allocated for 2026, valuations of T-Head is validated but the market is not assigning any valuations to current price!

Discussion · top comments11 selected
u/Icy_Distance8205 5· 18d ago

The market is not pricing anything at the moment, it’s just standing on a rooftop and yelling fuck china.

u/ilikeelks 2· 18d ago

Short sellers want you to believe this. Remember, it's NOT a free and fair market as you think

u/Icy_Distance8205 1· 18d ago

Bro BABA has almost no short interest …

u/ilikeelks 1· 18d ago

Are you sure there are no naked shorts on this?

u/Far-Afternoon-2301 1· 18d ago

Why waste your time on this stocks

u/ilikeelks 1· 18d ago

Feel free to short it

u/Youareyes_cfc 0· 18d ago

Why you yelling brother? Lol

u/ilikeelks 3· 18d ago

Why don't you short BABA?