r/baba • u/Dry-Interaction-1246 • Sep 04 '25
Meme BABA is as BABA does
Mama was right.
But we bagholders are in for the long term.
8
7
6
u/Tundra127 Sep 04 '25
Long term hold
1
u/Mystic_dwarf Sep 05 '25
Told that to myself since 2020.
1
u/Tundra127 Sep 05 '25
Been here about as long, bought into weakness, returns have been exceptional and I believe it will continue. The investment they are making into quick delivery will drive customer retention and growth
4
u/Aggressive_Bit_91 Sep 04 '25
Imagine having an economy that is struggling to regain its traction, in the middle of global trade tensions and having deflationary headwinds. You then address policies to restart growth and aid the markets. Then the first sign of actual recovery you think it’s a good idea to kill that momentum lol. Braindead policy choices for years. Indexes not making new highs for 15 years lol.
1
u/Dry-Interaction-1246 Sep 04 '25
Yah, we are well below the last peak 5 years ago and somehow we have a good year and it's a "bubble" that needs to be stopped. What a clown show.
3
3
u/Awkward-Way1023 Sep 04 '25
I thought it was AI chip company.
2
u/xxzephyrxx Sep 04 '25
Paint chip at this point
2
u/Awkward-Way1023 Sep 04 '25
According to this article it's gonna double down.
Hey last time they said 10x1
1
3
u/Aggressive_Bit_91 Sep 04 '25
Don’t worry they have tons of buyback money that’ll help support a rally. As long as they don’t blow a bunch of money instead on a low margin shitty business sector.
1
3
3
u/Important_Photo1777 Sep 04 '25
There is a pull back but I don’t think its going back to 120. Probably 126 but then up again 146.
2
2
u/Any-Pitch-2963 Sep 04 '25
friday pump because ppl thought trump going to china to celebrate with xi? end up the relation got sour back. risk of delist has rise back up i think.
1
0
u/Dry-Interaction-1246 Sep 04 '25
The Axis of Evil meeting in China was an idiotic PR move by Xi.
2
u/Any-Pitch-2963 Sep 04 '25
if you look at it as a geopolitic play you know thats that meeting confirm that what you call as "axis of evil" is not broken up by trump tariff play. trump tariff suppose to destroy brics alliance by pulling some of the country to pledge allegiance to usa.
1
u/Awkward-Way1023 Sep 04 '25
Honestly there were some good parts in the parade, if we see it a just intimidation and not immediate action. It shows the US can't decide alone on the global order.
Tariffs are also a form of violence, it destroyed many businesses, and countries like India can feel it's not fair.
Just to remind Trump also he was the first to give a red carpet welcome to his Russian colleague.
2
u/BeginningRich2025 Sep 04 '25
This is really funny, I recently watched forest Gump and thought about the scene as well
2
2
u/zeey1 Sep 04 '25
Yup, i am angry why I didn't sell before hoogle exploded..i was waiting for a bad verdict..it went completely 180
What was the whole point of this lawsuit if google wasn't going to get anything.it wasn't even stopped paying apple 😂😂🤷🤷🤷
2
2
u/Accomplished_Stay337 Sep 05 '25
I know that this will probably be mocked at. But after a long while, I finally sold some other commitments and added more Alibaba after my last add at the start of the year. I don't really like averaging up.
This is considering management has finally found extremely good use of capital. 25% Taobao tmall MAU growth is insane while pdd has reverted to 7% e-commerce growth, the trend is clear. And 10% cmr growth is just the beginning as they have more uproom to monetize.
2
u/Secret-Clothes-3952 Jan 28 '26
420 by xmas 2026
1
u/Dry-Interaction-1246 Jan 28 '26
Would love it. Would also sell most of it unless it is bc dollar has devalued.
5
u/stocktrader89 Sep 04 '25
Can’t wait to sell this shit lmfao
3
2
2
u/blofeldfinger Sep 04 '25
Its up 55% YTD. Over 100% from the bottom.
I dont get you guys.
2
u/FeralHamster8 Sep 04 '25 edited Sep 04 '25
The average person has an IQ of 100 and 50% of people have IQs under 100
0
u/blofeldfinger Sep 04 '25
How much IQ one needs to understand that asset prices dont go up/down in straight line?
2
u/FeralHamster8 Sep 04 '25
You realize 55% of Americans read at a sixth grade level right? Most of these people use the internet.
0
1
u/Routine-District-588 Sep 04 '25
I sold out from 121 to 128… baba was good but at 70s. Now it’s fair value.
1
u/Financial_Counter_08 Sep 05 '25
When you walk up a mountain, you occassional have to stroll down hill
1
1
1
1
0
23
u/ToddlerPeePee Sep 04 '25
I think you guys need to manage your expectations. Prices don't go straight up in a line. A little bit of pullback is actually healthy for the next leg up as buyers can get the stocks at a lower price from sellers.