Mainland investors’ holdings in Alibaba $BABA via the #StockConnect 9988.HK crossed 5% for the first time as of yesterday 2/13. 🔥

$BABA Alibaba has hit a new 3Y high

$BABA CEO: ".people...are going to start shifting away from, 'let's stop putting in...billions of dollars into compute infrastructure so that we can train the smartest PhD in everything'...Let's find out what are the actual problems in the world & let's use AI to solve them"

$BABA CEO: "...In the future, probably smaller models will proliferate. I'll give you an example...if I want to develop a very smart shopping assistant to help recommend things to our shoppers, do I really need an LLM that has a trillion parameters? Probably not."

Récord de copiadores en etoro 🙌🏼 341 personas invierten conmigo a día de hoy. eToro en Español #fintwit

HEARD ON THE STREET: about the upcoming top-level conference with the private enterprises - Huawei’s Ren, Xiaomi’s Lei and New Hope’s Liu will be speaking, but Jack Ma will attend but not speaking even though his attendance has significant signalling effect. ByteDance and

BofA: Is the S&P 500 expensive? $SPY Statistically speaking, 19 of 20 metrics give an emphatic affirmative response

My fellow $BABA holders today after earnings report

Here we go: Goldman Sachs increasing their $baba price target to $160 And then they will increase it more and more and more

Team viewer: the overlooked tech business The 2024 year report it's here and I made a full analysis of the results and the business as a whole, what are your thoughts on the matter? Let me know!! etoro.com/news-and-analy…

Cuando los resultados van bien, a todos les parece obvio que había que invertir. Pero cuando está cayendo, construir la posición es difícil. Todo el mundo te dice que estás equivocado. Necesitas convicción y seguridad para hacer tu posición grande. Yo llevé a $BABA al 30%.

The weird bank with surging revenue: Bank of Georgia etoro.com/news-and-analy… $BGEO.L

About volatility #investment #womaninbusiness youtu.be/Uhkseyu_HGM?si… via YouTube

Am I the only one who didn't know this? Index ETF P/E ratios are "fudged," and the QQQ was trading at a 90x P/E? $QQQ $SPY $IWM h/t Kopernik Global & Dave Collum

Why not just invest in US large cap growth stocks (Mag 7), which have done the best over the last decade? Because there's a cycle to everything - nothing outperforms forever. From 2000-2009, growth stocks lost a third of their value while many other asset classes did very well.

‘By depreciating the dollar and starting a trade war about goods, which make up less than 10% of US GDP, the US is risking that the rest of the world will slow their imports of the 80% of the US economy that is services, such as iPhones, Windows, Facebook, and large language

The Slow Bleed Imagine we're back in 1985, and the US was staring down the barrel of unsustainable trade deficits. Sound familiar? It should, because we're in a similar situation today. Back then, the US threatened tariffs against the UK, Germany, France, and Japan, which

GS: Equities had one of the sharpest drawdowns in the last 75 years but have recovered