r/baba
Expect further sell off during memory run up
Liquidity is drying up, and investors will likely sell BABA to buy memory chip stocks like MU due to FOMO.
- Market liquidity is drying up.
- Investors will liquidate BABA to chase FOMO in memory chip stocks.
Liquidity is drying up. Expect further sell off during the chip run. People will liquidate BABA to buy SK Hynix, Samsung and MU because of FOMO.
Then SpaceX, openai, Anthropic
Yup them too
Not every one wants to stick with BABA, FANG or Semi/memory
Next 10 Bagger- Space Industry started taking off
Huge rotation is coming once the next quarter earnings are announced. There was a big price hike end March for tokens in China. Even the telcos are introducing token models. Baidu AI cloud revenue went up by over 70% in q1. Q2 will be a blockbuster quarter
What about deepseek moment, I thought AI was cheap
Deepseek and MiMo both introduced huge discounts just yesterday though
In the mean time there is a real chance that the anthropic business is shifting more to China because of costs.
Nobody trust Xi
Look at the politicians in the USA. You have populists on both sides…
How could they ever do what is best for the country? Xi is doing what is best for his country but it doesn’t always equate to higher tech stock prices in the short term. In addition, many things are outside of Xi’s control like the Iran war.
Chinese equities are simply continual garbage. Once market corrects these names will get blown to pieces with BABA sub $100
Baba is going to 100$