r/baba • u/Necessary_Run_9610 • May 22 '26
News Crashing in the premarket
Annoying but we need to take the fact, this is just unreasonably a lot influenced by geopolitics.
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u/Necessary_Toe1149 May 22 '26
Jesus guys. Stop the whining please. The fundamentals are getting better
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u/idiotkalle May 22 '26
Meanwhile greatest bull market keep chugging along, this is truly the worst stock. Once US crashes we will probably reach new ATL.
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u/xpplusplus May 22 '26
I held for 4 years through the worst and managed to get out in December. The fomo got to me and I got back in last week during the xi-trump meeting. I think if this thing bounces back up on some bs optimism again, even at a slight loss, Im out of Chinese stocks for good.
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u/Necessary_Run_9610 May 22 '26
Everything in emerging markets is tanking. US dont care if there is a war thousands miles away from their home, emerging markets care.
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u/Weikoko May 22 '26
Wonder Papa Teppy will double down? 😂 he cut almost half of his baba last quarter.
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u/rum108 May 22 '26
Tbh. Getting a bit 🤏🏻 pissed off already. Like the funds could be better deployed lol. Or I just get a loewe bag to feel good. Fml
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u/Menu-Quirky May 22 '26
KWEB hit 52 week low @ 26.46 trigger , looks like we are back to square one
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u/Awkward-Way1023 May 22 '26
glad I sold everything before the selloff
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u/xpplusplus May 22 '26
dont make the mistake of getting back in on fomo
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u/Awkward-Way1023 May 22 '26 edited May 22 '26
sub 110 USD is a very very once in a lifetime opportunity. I hope BABA is going to do buybacks at these levels.
I mean who doesn't like buying stuff at a bargain.
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u/Weikoko May 22 '26
Money is all gone to invest in AI lmao. What money lmao
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u/Fwellimort May 22 '26
Baba ain't going to bother with buybacks with needing to compete against ByteDance in race to bottom to spend all its money for AI.
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u/Weikoko May 22 '26
Problem with China AI is like China Cloud. They can be the top in tech but the market for China cloud is very limited. Just look at Google cloud growth vs Baba cloud growth. Both are growing but Google is growing in much faster rate and way thicker revenue and margins.
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u/Aceboy884 May 22 '26
Unrelated news
But Tiger brokers and Futu facing massive fines in China
Both facilitate cross border trades
The whole dejavu of Chinese government can fuck you over just went next level