Investing, mostly. The longer version is at https://nitter.cf/t.co/aVFT25nefY
Boston, MA
Joined January 2014
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Value investing is mostly buying something nobody wants and then acting surprised nobody wants it
ALIBABA PLANS HONG KONG IPO FOR AI CHIP UNIT T-HEAD
Alibaba ($BABA, 9988.HK) plans to spin off and list its semiconductor subsidiary T-Head on the Hong Kong Stock Exchange.
T-Head develops data-center chips and computing solutions, positioning it within China's growing AI semiconductor industry.
The company has already filed a confidential IPO application and is expected to remain under Alibaba's control after listing.
The offering size, valuation and timeline remain unconfirmed, with regulatory approvals still pending.
Honestly hoping we flush another 10% from here and just get it over with.
Think it’d be healthy for this market longer term.
Tech down, people questioning AI capex, no one sure what's going on.
Feels like a real market
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Feels like we should keep going lower here… but this market is fucked so $QQQ probably reverses all of this and somehow finishes green tomorrow.
Still looking for ~50% YoY cloud growth from $BABA for the September quarter.
Most of the sell side are modeling even higher.
Would love to see margins keep moving up too. If we get both, I think people start looking at this business a little differently.
👇 $BABA
Alibaba $BABA wins preliminary injunction against Pentagon lobbying rule
sc.mp/o3rl7
Big week for the AI trade and the market as a whole…
should be a nice relaxing few days in this very normal market.
coughlincap.com/p/the-week-a…
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Alright where’s $QQQ finishing the week?
24%Up more than 2%
21%Up 0–2%
29%Down 0–2%
26%Down more than 2%
34 votes • Final results 2
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