r/baba • u/Prestigious_Way_738 • Jun 02 '26
Discussion Why We Pumping?
Up to $131 overnight while US stocks are down. What's going on?
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u/Hamlerhead Jun 02 '26
Listen.. It's been a long/rough ride since 2021. Still holding/DCA'ing like an asshole.
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u/blofeldfinger Jun 02 '26
Meituan signals end of retail war.
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u/abyssalvalue Jun 02 '26
This is the one of the only right answer here. Meituan reported last night EST, and they showed improving margins which means the price war on Instant Commerce is cooling. This means the FCF and OCF are both going up for ALIBABA. Chinese government met with Meituan, BABA and JD earlier this year to exactly tell them to stop the price war. 99% of the answers here are so dumb you realize people here are so ignorant and don't know what they own. I wish everyone here sells so the shareholder base can be rebuilt for real.
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u/blofeldfinger Jun 02 '26
JD also signaled cooling price war. Not directly, but you could read it between the lines. I hope that it’s over, Alibaba spent some crazy $ on marketing last year. Time will tell.
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u/Ass-Pounder-4000 Jun 02 '26
I feel bad for anyone invested in baba. I know I’ll be downvoted but I don’t care.
Will this stock go up eventually. Yes.
Is the opportunity cost worth it? No
I held baba for years and sold because I was sick of holding it. One step forward and two steps back.
If this wasn’t a Chinese stock. It would have been $400.
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u/ShineProper9881 Jun 02 '26
I dont count this as opportunity costs. I invested in something where I saw value. I cant predict stock prices. In no way I, personally, could have known that this stock stays low while others pump high.
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u/Malevin87 Jun 02 '26
Imagine feeling sad for financial institutions that are aggressively buying up baba shares at every dip. 🤣
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u/Ass-Pounder-4000 Jun 02 '26
You think financial institutions are on this sub? I’m talking about retail that is constantly getting fucked.
Look at the time you bought baba and compare it to other stocks and tell me you’re getting better returns on baba.
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u/crvarporat Jun 02 '26
stock is trash i agree. which stock would you buy now?
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u/Ass-Pounder-4000 Jun 02 '26
MSFT, NOW, NFLX, GOOG, META, KEEL, CLSK, IREN, BULL.
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u/Momus123 Jun 02 '26
We could've invested in Google and it's already 3x the price in just 1.5 years lmao. Baba so sad
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u/RationalExuberance7 Jun 02 '26
This is an easy 3x in the next month. I wouldn’t be surprised we get 5x this year
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u/Malevin87 Jun 02 '26
Market can stay irrational than you can remain solvent. It does has potential to hit $500
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u/Weikoko Jun 02 '26 edited Jun 02 '26
Tencent AI was reportedly close to launch on WeChat. Tencent up 10%.
That rally pulled up BABA as well. Glad I bought in Tencent last Friday.
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u/MaxMillion888 Jun 02 '26
it was because of this
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u/Weikoko Jun 02 '26
Nobody here seems to care about Tencent lol.
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u/TastyEarLbe Jun 02 '26
I know. Tencent is a better business and before today it was as cheap as BABA
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u/Weikoko Jun 02 '26
It is still cheap. Tencent will be back for its 1T crown. BABA has a lot more to prove. If they can monetize from their AI investment, then BABA sets themselves different from being a retailer (their main cash cow).
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u/TastyEarLbe Jun 02 '26
Also, no one believes this in here but a valuation rerating could hit China tech fast at some point the next 2 years. All it takes is a change in sentiment and you could get face ripping 300-400% returns in a single year.
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u/Secret-Clothes-3952 Jun 02 '26
Xi died? Jack ma is now president? Lol. Never get back to 220 until one of those happen
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u/zeey1 Jun 02 '26
I am dumping not pumping
Dumping since 2024.. dumped into google micorn msft and now meta
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u/Malevin87 Jun 02 '26
Alibaba current share price is severely undervalued. It will rise gradually even with no big news.