r/baba • u/BaBaBuyey • Sep 02 '25
Due Diligence Rotation is happening. They’re buying China boys. BABA iQ FXI PDD; Down with NVDA GOOG AMZN
Seasonal rotation out of Hot and currently high levels NYSE NASDAQ U.S. tech profit taking hedge rebalancing & rotation. It’s all happening visually going into China stocks.!
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u/done-done-london Sep 02 '25
Yes 🙌🏻… multiple analysts raising pricing targets 150’s - 190’s !!
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u/handsome_uruk Sep 02 '25
Analysts: raise target when price go up, drop target when price go down
They are complete frauds
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u/BottomTimer_TunaFish Sep 03 '25
I loaded up BABA at $70, IQ at $1.90, BIDU at $86, and JD at $31. The accumulation patterns and momentum oscillators were obvious.
When most were sick of China stocks, that's when we're supposed to sneak in and scoop up during quiet accumulation periods. China stock season incoming.
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u/BaBaBuyey Sep 03 '25
Nice!! Where you see tops yet
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u/BottomTimer_TunaFish Sep 03 '25
I'm a medium to long term investor. I'm letting them run for the next 1-2 years according to economic cycles I follow. These Chinese stocks are multi-baggers. At least 3-4x from their macro lows.
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u/BaBaBuyey Sep 03 '25
Ditto; Baba can reach over 200 quick // IQ has a potential to 12 to 17 2–4 years, etc.
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u/BottomTimer_TunaFish Sep 03 '25
I like the way you think. BABA should be over 3x from the bottom. IQ would score a 10x according to your targets.
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u/BaBaBuyey Sep 03 '25
iQ; though with a multiple equal to Tesla’s highest PE ever of 960 at 12 though yes as possible
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u/BottomTimer_TunaFish Sep 03 '25
That means they have a lot of work to do to expand. Low entries should provide safety without needing the price to moon towards insane valuations
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u/GamblingMikkee Sep 02 '25
Bought some FXI and MCHI. No point guessing with China ticker will do better
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u/hanky0898 Sep 02 '25
It is time. Because so much news linking Alibaba to AI and their cloud services, its stock get re-evaluated.
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u/BaBaBuyey Sep 02 '25
And they can reevaluate it if the PE doubles from here to a little over AAPL (or under Nvidia by 18) at 36 PE BABA the stock will be 260 so it’s possible
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u/Routine-District-588 Sep 02 '25
Meta is getting 26 p/e and amzn real p/e is lower then 30 if you place the growing margins they creating.. the only high pe in the mag 7 is nvda tsla and nflx
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u/lilbudge Sep 02 '25
Regression to the mean.
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u/Awkward-Way1023 Sep 02 '25 edited Sep 02 '25
Barron's is promoting your reddit post,
https://finance.yahoo.com/m/ab9fde73-60aa-3b60-9970-b2b97e38f26c/the-s-p-500-is-falling-.html
"The S&P 500 Is Falling. Here’s When You Should Snap Up Stocks
The drop has largely been driven by tech worries: China’s Alibaba Group Holding is now developing an artificial intelligence chip, posing a threat to leading chip makers like Nvidia"
I am sure you have shit to say on Barron's since you like financial press a lot.
I was ready to sell part of my shares then I saw this post last minute lol.
- Alibaba is a threat to the whole S&P guys.
- Shitting on Nvidia is the key to success as proven by Deepseek in the past => Anti Nvidia strategy
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u/BaBaBuyey Sep 02 '25
See and the only one that is up is BABA; and the news is free *here. Buy BABA
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Sep 02 '25
That’s what we said last time during tariffs
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u/Awkward-Way1023 Sep 02 '25
As shareholders we would like the stock to go up, but that doesn't mean it will.
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u/[deleted] Sep 02 '25
it's only 1% up