$BABA

4 theses
bullish 100%neutral 0%bearish 0%
Avg return (3m)
-7.8%
Win rate (3m)
0% (1 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 4:45 PM ET
$BABAr/ValueInvestingDiscussionbullish
u/RoundDefinition7957 · 53d ago1 prior · awaiting results

Why are Chinese AI Stocks so undervalued

Alibaba is undervalued despite resembling US Mag7 peers in technical capability, asset diversification, and market entrenchment. The company's affordable AI models, government backing, and developer ecosystem position it as deep value despite appearing as a value trap.

At post $112.85Now $99.64-11.7% since postedas of Oct 23, 4:45 PM ET
1d-0.9%
3d+0.3%
1w-0.2%
1m-4.8%
3m—
6m—
1y—
original post →
$BABASEC Form 4bullish
Tsai Joseph C · Alibaba Group Holding Ltd · 61d agono track record yet
Long 720,000 shares of BABA
Bought 720,000 @ $14.29 avg · $10,288,800 · 2026-08-24

Form 4: Tsai Joseph C bought BABA

Tsai Joseph C (Director at Alibaba Group Holding Ltd) reported an open-market purchase of 720,000 shares of BABA at an average $14.29, roughly $10,288,800, in a Form 4 filed 2026-08-24.

At post $118.47Now $99.64-15.9% since postedas of Oct 23, 4:45 PM ET
1d+0.8%
3d-1.8%
1w-3.8%
1m-6.5%
3m—
6m—
1y—
View filing on SEC.gov →
$BABASEC Form 4bullish
Long 350,000 shares of BABA
Bought 350,000 @ $14.24 avg · $4,984,000 · 2026-08-24

Form 4: Wu Yongming bought BABA

Wu Yongming (Chief Executive Officer at Alibaba Group Holding Ltd) reported an open-market purchase of 350,000 shares of BABA at an average $14.24, roughly $4,984,000, in a Form 4 filed 2026-08-24.

At post $118.47Now $99.64-15.9% since postedas of Oct 23, 4:45 PM ET
1d+0.8%
3d-1.8%
1w-3.8%
1m-6.5%
3m—
6m—
1y—
View filing on SEC.gov →
$BABAr/wallstreetbetsNewsbullish
u/Life_Show8246 · 162d agono track record yet

Alibaba gets U.S. approval for Nvidia H200 AI chip buy | News.az

Alibaba received U.S. approval to purchase Nvidia H200 AI chips, removing a regulatory obstacle and signaling improved access to advanced semiconductor technology needed for competitive AI infrastructure development.

At post $132.59Now $99.64-24.9% since postedas of Oct 23, 4:45 PM ET
1d—
3d+0.5%
1w-2.0%
1m-14.9%
3m-7.8%
6m—
1y—
original post →

End of results.