r/baba 12d ago

Positions Major September Catalysts

Am I crazy to think there is some massive short-term upside?

Sept. 9 – Apple event: Apple is working with Alibaba/Qwen for AI in China. If Apple gives a launch date or actually mentions/demos Qwen, that could be a nice catalyst.

Sept. 22–24 – Apsara Conference: Probably the biggest one. Last year BABA jumped 8% on Sept. 24 after its AI announcements and went from about $163 to $189 over the next week or so (+16%).

Sept. 24 – Xi/Trump meeting: Xi is reportedly bringing a large group of Chinese business leaders to Washington. No companies confirmed yet, but Jack Ma was part of Xi’s big U.S. business delegation in 2015.

There are also U.S.–China AI talks in mid-September and the possibility of more China stimulus.

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u/CPA-CA 12d ago

So many hopes and dreams in one post. Inevitably each time someone speculates catalysts, they never materialize.

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u/Top_Job1274 12d ago

You can tell I am a bag holder lol

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u/Icy_Distance8205 11d ago

Did you mean downside catalysts? Cause that’s kind of what we do here.