BABA Alibaba Group Holding Loading... : Investor Sentiment and Bull/Bear Views

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Time Author Thesis Company / ticker Signal Since call Position Source
01:29
Oct 14
The David Lin Report
Cheapest AI play; stakes unpriced.
Alibaba is the cheapest AI play in the world, owns equity in many Asian AI startups including about one-third of Moonshot (reportedly heading public at $50 billion, implying ~$15 billion of unpriced equity), is the number-one compute provider in Asia with the lowest relative multiple and healthiest balance sheet, and is a toll taker on China's middle-class recovery as property prices bottom and Beijing stimulates. AI revenue has grown triple digits for 10-12 straight quarters, and the stock is being given away.
BABA Alibaba Group Holding Long 4TH Position: Holding —
20:37
Oct 12
BABA faces perpetual price war
BABA will be in a perpetual price war with other Chinese companies across every business segment and will likely never realize attractive economics comparable to Western peers; this makes the thesis wrong.
BABA Alibaba Group Holding Avoid — —
12:03
Oct 05
Real Vision
Long Alibaba after strong earnings
Alibaba had very good results yesterday and is earning, and he thinks Alibaba is the one to trade today in the competition.
BABA Alibaba Group Holding Long 1ST Position: Opened —
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About BABA Investor Commentary

Across the available history and selected sources, Buzzberg tracks BABA (Alibaba Group Holding) across 87 sources: 215 bullish vs 6 bearish calls from 187 authors. Historical directional balance: 29% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 711 total trade ideas tracked. Past 7 days, before deduplication: 3 other directions. Latest voices: Thomas Hayes, Myles, Marty Party.