Calls
1
u/Myxtete
Reddit r/ValueInvesting
Win Rate
0.0%
return
-31.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 13
$158.67
-31.4%
The author claims Alibaba's low-priced Qwen-Max API is not a race to the bottom but a toll-booth strategy: by commoditizing tokens, Alibaba siphons developers onto Qwen and locks enterprises into its cloud infrastructure such as OSS, PolarDB, and CDN. The MoE architecture lowers inference costs, letting Alibaba undercut rivals while taxing the Chinese digital economy. The author states US chip sanctions are the biggest threat, though a pre-sanction H20 stockpile and domestic alternatives give Alibaba a roughly 2-year runway. The horizon is the 2025-2026 AI cycle and the long game.
Retail & Mobility
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u/Myxtete has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: BABA.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
