104630751 : make intel great again requires someone who can make the tough decisions, such as streamlining the bloated management, place focus on innovation and future workforce.

104630751 : we are in 2025, the year of reporting is incorrectly stated as 2023. typo isit?

104630751 : looking at the money outflow suggesting big whales are tramping on one another. panic exit it seems… this could only mean earnings is worse than market expectations.

104630751 : Baba is much affected by marco economic sentiment of China for 2024. Despite having AI model, earnings may not experience a fast rebound with this yet as the availability of AI models will get more competitive. Hence, the price will not move much uptrend, rather expect the price to return to support level near 100.

104630751 : In modern investment strategy, we should view each opportunity holistically and post covid19 taught us a very important lesson. Supply chain implication. In other words, big tech don’t need to announce direct cooperation with anyone, reveal their direction and high level strategy is sufficient. The money will roll into the supply chain, elevating the necessaries and uptrend will kick in.