$Alibaba (BABA.US)$ holding baba stocks has definitely been challenging and perhaps untenable for many who are in for the short term (less than 2 years). Those who have the patience and are not in for quick cash and not daunted by the passing regulations (if anything, they will perhaps strengthen the consumer base and force the big tech companies like baba to innovate since they will have no longer have the monopolistic advantages they used to have) will perhaps find the current bearish sentiments a great time to buy in.
Remember what Graham said about the stock market being a voting machine in the short term and a weighing machine in the long term. see you at the moon.

$Alibaba (BABA.US)$ those who want to sell better sell. don’t regret when the price go up again later. if you are in for the long term, you are. if you aren’t, you aren’t. investing is not for the weak-hearted.

$Hyzon Motors (HYZN.US)$
Blue Orca is Short Hyzon Motors Inc. (NASDAQ: HYZN)
 
We are short Hyzon Motors Inc. (“Hyzon” or the “Company”) (NASDAQ: HYZN), a zero-revenue hydrogen EV SPAC which we liken to a Chinese Lordstown Motors.  In our opinion, Hyzon’s supposed major customers are a fake-looking Chinese shell company incorporated three days before the deal announcement and a tiny New Zealand startup which told us they are not really a customer. 
 
Hyzon is just a repackaging of a flailing Chinese parent company which has been trying to sell the same hydrogen fuel cells without much success for 17 years.  The parent entity was delisted from the Chinese OTC exchange in early 2021 at an enterprise value of sub $200 million.  Hyzon is just a worse version of this same business in SPAC form, yet trades at 10x the valuation.  We think Chinese investors obviously knew best.
 
Notably for a zero revenue SPAC banking on the future value of its technology to save its business, two of Hyzon’s chief technology officers have resigned in the past 15 months.  The Company is only 20 months old.  Ultimately, we think Hyzon’s parent has taken advantage of the general suspension of disbelief in financial markets to enrich insiders by repackaging an old technology in a fig leaf of misleading deal announcements and illusory customer contracts.

$Alibaba (BABA.US)$ $TENCENT (00700.HK)$  $JD.com (JD.US)$  $DiDi Global (Delisted) (DIDI.US)$  
from the guru of valuation

$Alibaba (BABA.US)$
shortiess are likely establishing positions since there is a net fund outflow despite increasing prices

$Alibaba (BABA.US)$
Shorties have been pretty quiet the past 2 days? 😂

Comparison between $YIHAI INTL (01579.HK)$ and its competitors $CHINA BOTON (03318.HK)$  $Yihai Kerry Arawana Holdings (300999.SZ)$ 

Fundamentals are stronger for $YIHAI INTL (01579.HK)$ than it is for $HAIDILAO (06862.HK)$ but prices are plunging faster even though it is way more undervalued. This shows the irrationality of the market in the short term.
In addition, $YIHAI INTL (01579.HK)$ has a better buffer and moat than $HAIDILAO (06862.HK)$ due to the fact that its products are less impacted by lockdowns. Prices will come to term with the fundamentals and be eventually reflected in the price given enough time.
With the recent news that China is successfully stemming the spread of covid with zero reported cases in recent weeks and measures are easing for the ...

$Alibaba (BABA.US)$
squeeze the short sellers.

$YIHAI INTL (01579.HK)$ anybody saw the new quarterly earnings. Supposed to be out today but I didn’t see anything bearing any semblance of it.