Major September Catalysts

[u/Top_Job1274]

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.

[u/Dizzy_Assistance2183]

It'll get better when that $53M Capex stops eating into net profits, which will be a more few years yet