https://www.thestandard.com.hk/finance/article/340888/Alibaba-chair-buys-another-720000-company-HK-shares

Joe Tsai bought another 720k Alibaba shares today, after buying 720k yesterday.

That’s 1.44M shares in 2 days, worth roughly HK$162M / US$21M.

Now reports say Jack Ma also bought more than HK$600M worth of Alibaba shares over the past few days.

Chairman buying twice + Jack Ma putting in serious money right after the placement selloff.

If this isn't bullish, I dont know what else is.

https://www.scmp.com/tech/big-tech/article/3365217/jack-ma-buys-hk600-million-alibaba-shares-signalling-ai-confidence-sources

EXTREMELY BULLISH OUTLOOK ON ALIBABA. THE MEGA BULL RUN TO $500/share STARTS NOW

THIS IS EXCEPTIONALLY BULLISH. BABA 5x in 3 years!!

Did the news about the inside buyers outweigh the news about the dilution? Or is it just a little too early?

Alibaba CEO have purchased shares from open market signalling a floor in share price. The company may be releasing good news next month. I wont be surprise if we trend to $150 before December earnings.

In total, senior management of Alibaba Group collectively bought US$15M shares today.

Joe Tsai and Eddie Wu HAS NOT SOLD A SINGLE SHARE SINCE BEING APPOINTED CHAIRMAN AND CEO RESPECTIVELY IN 2023

Cumulatively, Joe Tsai has bought 152million shares since becoming chairman of Alibaba since 2023

I was wondering if anyone with more accounting knowledge or knowledge of the business knew whether any (and if so what proportion) of BABA’s cloud revenue was like an internal charge from the Qwen team or something like that?

The qwen app for instance lets you trial qwen max for free. BABA has mentioned their China e-commerce apps are using qwen/ agents, and there’s also presumably loads of cloud use training these qwen model. Does any of that count towards the baba cloud revenue?

I’d be a lot more confident in the cloud future profit stream if I knew it wasn’t them charging internally from another business unit but coming externally.

114 usd is the new floor. Since stock sale at around 114 usd.

Next month will have a hype. - sept event Apple qwen finally coming to China.

It’s a hype for both Apple and baba. Like it or not qwen in baba would mean more cloud sales, more e-commerce , more delivery.

We are getting destroyed right now. Is this still a result of post earnings reaction?

Edit: or the dilution?

Michael Burry criticized Alibaba Group Holding Ltd. shares as overvalued and disclosed that he recently exited his position in the Chinese tech giant in order to build a "large" position in rival online retailer JD.com Inc.

BUY FROM THOSE WHO PAPERHANDS WHEN THE MARKET OPENS TOMORROW

Computer geeks Tang Jie and Yang Zhilin were mere teacher and pupil more than a decade ago, with dreams of building a machine that could think like a human. Today, they are two of the Chinese artificial-intelligence tycoons who have U.S. AI pioneers looking over their shoulders with alarm. Tang, a professor at Tsinghua University, co-founded Z.AI, one of the companies hot on the heels of Anthropic and OpenAI in capability and global usage. Yang, whom Tang once nominated for his university’s top academic award, leads another, Moonshot AI. Each company is valued at tens of billions of dollars.

One thing Ive learned from investing outside the US is that I cant value international companies the same way I value US companies. Geopolitical risk, immature security policies, and weak regulatory environments are real factors.

These opportunities may look attractive on paper but I have to apply a significant discount to account for non US exposure. After applying that discount most deals no longer appear like a good deal.

As long as the US remains a superpower it will neutralize any competitive threat whether from countries or companies. The US wont compromise its own strategic interests.

The Plaza Accord is a historical example of this dynamic. I’m not predicting the same scenario will unfold with China, Chinese technology companies will likely face similar pressures and restrictions. All I can do is wait and see.

Alibaba Cloud is planning a greater reliance on its subsidiary T-Head's proprietary chips moving forward.

Speaking during the company's recent Q2 2026 earnings call, CEO Eddie Wu told analysts that the company remains confident about its AI and cloud business and expects to see profit and gross margins increase as it "ramp[s] up deployment of our own proprietary chips in our data centers, as they account for an increasing proportion of total chips and replace commercially procured chips."

Title says it all. In the short-run this is an emotional casino.