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What is the next catalyst?
Investor summaryBullish
Author seeks next catalysts for BABA/China stocks, citing post-summit trends, June seasonality, and potential H100 chip approvals.
Bull points
- Historical positive trend for China stocks 1-3 months after Trump/Xi meetings
- Alibaba's historical seasonality shows a pickup in June
- Potential approval of Nvidia H100 chips in China could rapidly improve market sentiment
Post body
What do you guys think the next catalyst will be for China/KWEB stocks like BABA to start moving up?
I see the following:
- China stocks are historically positive 1-3 months after any Trump/Xi meeting
- Alibaba seasonality chart picks up in June
- If China starts allowing Nvidia H100 chips, sentiment could change fast
Discussion · top comments8 selected
u/Fwellimort 5· 18d ago
None
u/ShineProper9881 1· 17d ago
Why you still in this stock though?
u/Fwellimort 1· 17d ago
Cause we are regarded.
u/ShineProper9881 1· 17d ago
Its nice to know that there are other investors with the same investment thesis as me!
u/Dizzy_Assistance2183 2· 17d ago
Iran peace treaty
u/PepinoCholula 2· 17d ago
baba dump everyday sigh....
https://www.scmp.com/tech/policy/article/3354993/china-adds-ai-chips-secure-technology-assessment-list-amid-us-curbs?utm_source=copy-link&utm_campaign=3354993&utm_medium=share_widget
u/Dry-Interaction-1246 1· 17d ago
Xi 💀