Search: BABA - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	BABA	$155.77 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA Can Emerging Markets ETFs Enhance Your Techno...
Feb 18	BABA	$155.77 $155.77 +0.0%	LONG	Mitchell Green Founder of Lead Edge Capital	Green points out that Chinese tech giants like Alibaba and Tencent have doubled off their lows but remain cheap, generating billions in profit. The geopolitical discount is too steep. The US and China will likely find a way to coexist ("One plus one equals four"), and these companies are dominant monopolies trading at value multiples. LONG. A contrarian value play against the expensive US tech sector. Geopolitical tensions escalating or further regulatory crackdowns from Beijing.	Bloomberg Markets Bloomberg Surveillance 2/18/2026
Feb 18	BABA	$155.77 $155.77 +0.0%	LONG	@briantycangco	Alibaba's release of Qwen 3.5, an AI model with highlighted open-source benchmarks, is a positive catalyst for the stock.	@briantycangco Alibaba $BABA Releases Qwen 3.5; Influencers ...
Feb 18	BABA	$155.77 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA What's Driving the Market Sentiment Around Al...
Feb 18	BABA	$155.77 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA Alibaba: Risk Outweighs Reward In Its Q3 Earn...
Feb 18	BABA	$155.77 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA Alibaba Q3 Is Critical - But Not A Catalyst
Feb 17	BABA	$155.43 $155.77 +0.2%	LONG	Deirdre Bosa Anchor/Reporter, CNBC Tech Check	China is "building out the entire ecosystem" from frontier models (Alibaba's Deep Six, ByteDance's video gen) to domestic chips and humanoid robots that are "far more fluid and precise" than previous iterations. The market underestimates China's ability to compete across the entire stack. Alibaba is open-sourcing powerful models, and domestic hardware is successfully powering advanced robotics, reducing reliance on US tech. Long Chinese tech leaders (BABA) and the broader sector as they prove resilience and innovation despite sanctions. Increased US export controls or sanctions; regulatory crackdowns within China.	CNBC China's Lunar New Year tech showcase
Feb 17	BABA	$155.43 $155.77 +0.2%	N/A	Finnhub News	—	Finnhub - BABA Alibaba: Shares At Critical Support Into Earn...
Feb 17	BABA	$155.43 $155.77 +0.2%	N/A	Finnhub News	—	Finnhub - BABA Alibaba Challenges US Dominance With Qwen 3.5...
Feb 17	BABA	$155.43 $155.77 +0.2%	N/A	Finnhub News	—	Finnhub - BABA Diamond Hill International Strategy Q4 2025 P...
Feb 16	BABA	$155.73 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA Alibaba's Decline Isn't Enough To Get Me To P...
Feb 16	BABA	$155.73 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA Invesco International Growth Fund Q4 2025 Por...
Feb 16	BABA	$155.73 $155.77 +0.0%	WATCH	Joumanna Bercetche Anchor, Bloomberg	Alibaba (BABA) was added to and then removed from a Pentagon list. The US is deliberating on adding the "memory chip industry" to restriction lists. The regulatory environment for Chinese tech and Asian chipmakers is highly volatile and subject to "internal deliberations within the White House." This creates binary risk (sanction vs. no sanction). WATCH. Avoid taking large directional bets until the "much-awaited meeting between President Trump and President Xi" in April. Sudden inclusion on the Pentagon list causing a liquidity event.	Bloomberg Markets Bonds Rise on Rate-Cut Bets; Gold Dips Below ...
Feb 16	BABA	$155.73 $155.77 +0.0%	AVOID	Mark Cranfield Cross Asset Strategist, Bloomberg	These companies were added to a Pentagon list of firms working with the Chinese military, then the list was withdrawn/redrawn, creating confusion. While being on the list doesn't immediately sanction them, it "makes it difficult for US businesses to do business with their Chinese counterparts" and lays the groundwork for future, more serious sanctions. AVOID due to heightened geopolitical risk and regulatory uncertainty ahead of the Trump-Xi meeting in April. The list could be permanently scrapped, removing the overhang.	Bloomberg Markets Rubio Warns Europe & Warner Bros. Mulls New P...
Feb 16	BABA	$155.73 $155.77 +0.0%	SHORT	Catherine Lim Senior Analyst, Bloomberg Intelligence	Regulators summoned major platforms (Alibaba, Baidu, JD, Meituan) on Friday regarding "evolutionary" pricing practices (price wars). Meituan warned of a $3.5B annual loss due to this competition. The government's "anti-involution" drive effectively caps profit margins. If companies cannot compete on price to gain market share, and are simultaneously facing an earnings wall due to weak consumption, their growth models are broken. SHORT/AVOID. The regulatory overhang combined with deteriorating earnings guidance makes the sector uninvestable in the near term. A surprise stimulus package from Beijing or a successful Trump-Xi summit in April could trigger a short squeeze.	Bloomberg Markets Laopu Gold, CATL Added to Hang Seng Index \| T...
Feb 16	BABA	$155.73 $155.77 +0.0%	AVOID	Catherine Lim Senior Analyst, Bloomberg Intelligence	Chinese tech firms are pouring over 10 billion in incentives/subsidies into the market for the Lunar New Year. Companies are issuing profit warnings. While this boosts top-line consumption data for the holiday, it is a "cash burn" strategy to defend market share against new entrants. This directly erodes margins and profitability in the near term. AVOID (Margin compression risk outweighs temporary revenue bump). Consumption recovery is stronger/stickier than expected, driving volume that offsets margin pressure.	Bloomberg Markets Japan Posts Anemic Growth as Takaichi Eyes Sp...
Feb 15	BABA	$155.73 $155.77 +0.0%	SHORT	Nat Reporter	"The US is singling these companies out because it believes... [they are] providing some sort of support... to China's military." This designation acts as a "red line" for institutional capital. Even without immediate sanctions, the "warning to investors" creates a toxicity premium. The speaker notes that when Tencent was added to this list previously, shares fell "precipitously." SHORT or AVOID. The geopolitical overhang and "national security risk" label will force US-based funds to de-risk, driving price compression. The reporter notes they are "trying to get to the bottom of this mystery" and there was a request to withdraw the notice. If the designation is officially retracted/corrected, shares would likely squeeze higher.	Bloomberg Markets US Briefly Names Alibaba, Baidu as Firms Aidi...
Feb 15	BABA	$155.73 $155.77 +0.0%	NEUTRAL	Finnhub News	This headline indicates a preview of the upcoming week's financial events and trends on Wall Street.	Finnhub - BABA Wall Street Week Ahead
Feb 14	BABA	$155.73 $155.77 +0.0%	NEUTRAL	Finnhub News	The headline indicates that Walmart earnings and FOMC meeting minutes will be key events next week.	Finnhub - BABA Walmart Earnings, FOMC Meeting Minutes In Foc...
Feb 14	BABA	$155.73 $155.77 +0.0%	AVOID	Kailey Leinz Bloomberg Reporter	"The Pentagon added Alibaba, Baidu, and others to a list of... companies that aid the Chinese military only to pull it later." Even though the list was withdrawn, the "indecision" signals that these companies are in the crosshairs of US Defense policy. Institutional capital cannot safely hold assets that are at risk of immediate sanctions or forced divestment by the Pentagon. AVOID. The regulatory overhang is too dangerous despite valuation. US-China relations thaw unexpectedly, leading to a relief rally.	Bloomberg Markets Clock Ticks Down to Partial Shutdown Deadline...
Feb 13	BABA	$155.73 $155.77 +0.0%	NEUTRAL	Finnhub News	The Pentagon initially added Alibaba and BYD to a Chinese military list but then reportedly withdrew the filing, possibly in anticipation of a Trump-Xi meeting.	Finnhub - BABA Pentagon Adds Alibaba, BYD To Chinese Militar...
Feb 13	BABA	$155.73 $155.77 +0.0%	SHORT	Jonathan Ferro Anchor, Bloomberg Television	Breaking news that the Trump Administration/Pentagon is adding Alibaba to a list of firms allegedly helping the Chinese military. This designation often precedes capital flight, procurement bans, or forced divestment by US funds. It introduces unquantifiable regulatory risk. SHORT / AVOID Alibaba. Diplomatic resolution or the designation being symbolic only.	Bloomberg Markets Bloomberg Surveillance 2/13/2026
Feb 13	BABA	$155.73 $155.77 +0.0%	SHORT	@financialjuice	Alibaba: We will take all available legal action after it was added to the Pentagon's list of companies allegedly aiding China’s military. $BABA	@financialjuice Alibaba: We will take all available legal act...
Feb 13	BABA	$155.73 $155.77 +0.0%	AVOID	briantycangco	Pentagon's actions (likely related to the list of firms aiding the	@briantycangco Never took the Pentagon for being a market ma...
Feb 13	BABA	$155.73 $155.77 +0.0%	SHORT	@zerohedge	The Pentagon has named Baidu, BYD, and Alibaba as companies aiding the Chinese military, which is negative news for their stock performance.	@zerohedge *PENTAGON NAMES BAIDU, BYD, ALIBABA AS AIDING...
Feb 13	BABA	$155.73 $155.77 +0.0%	AVOID	@briantycangco	US tech aiding military could escalate US-China tensions, negatively impacting Chinese tech stocks like Alibaba due to geopolitical risk.	@briantycangco Geesh! Literally every single US tech major i...
Feb 13	BABA	$155.73 $155.77 +0.0%	SHORT	@financialjuice	US expected to add companies including Alibaba to Pentagon list of firms allegedly aiding Chinese military as soon as Friday - Sources.	@financialjuice US expected to add companies including Alibab...
Feb 13	BABA	$155.73 $155.77 +0.0%	SHORT	@LiveSquawk	$BABA \| US Expected To Add Firms, Including Alibaba, To Pentagon List Of Firms Allegedly Aiding Chinese Military As Soon As Friday - RTRS Sources	@LiveSquawk $BABA \| US Expected To Add Firms, Including A...
Feb 13	BABA	$155.73 $155.77 +0.0%	SHORT	@financialjuice	The US is expected to add companies, including Alibaba to pentagon list of firms allegedly aiding the Chinese military as soon as Friday - Sources	@financialjuice The US is expected to add companies, includin...
Feb 13	BABA	$155.73 $155.77 +0.0%	LONG	Finnhub News	The Pentagon has withdrawn a document that would have designated certain Chinese companies as military-linked, suggesting a de-escalation of tensions.	Finnhub - BABA Pentagon Withdraws Document Against Designati...
Feb 13	BABA	$155.73 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA Alibaba Says It Will Take All Available Legal...
Feb 13	BABA	$155.73 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA US Government Adds Companies Including Alibab...
Feb 13	BABA	$155.73 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA Alibaba Group Holding shares are trading lowe...
Feb 13	BABA	$155.73 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA US Government Expected To Add Alibaba And Oth...
Feb 13	BABA	$155.73 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA Baidu Embeds OpenClaw In Search App Ahead Of ...
Feb 13	BABA	$155.73 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA Axios Reported Rep. Josh Gottheimer (D-N.J.)...
Feb 13	BABA	$155.73 $155.77 +0.0%	N/A	Finnhub News	—	Finnhub - BABA US Suspends Key Tech Restrictions On China Ah...
Feb 12	BABA	$158.73 $155.77 -1.9%	N/A	Finnhub News	—	Finnhub - BABA Grab: The Best Super App In Asia
Feb 12	BABA	$158.73 $155.77 -1.9%	N/A	Finnhub News	—	Finnhub - BABA Oakmark Global All Cap Strategy Q4 2025 Perfo...
Feb 11	BABA	$164.32 $155.77 -5.2%	N/A	Finnhub News	—	Finnhub - BABA 10 Consumer Discretionary Stocks Whale Activi...
Feb 10	BABA	$166.51 $155.77 -6.5%	LONG	@briantycangco	Alibaba released its Qwen Image 2.0 model, which could be a positive catalyst for the stock.	@briantycangco $BABA just dropped #Qwen Image 2.0. https://t...

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