Moose_

$阿里巴巴(BABA.US)$阿里巴巴-W(09988.HK)Looks like Alibaba’s ATH unit just dropped a quiet bombshell in the AI video space — and the market‘s starting to take notice.HappyHorse 1.0 topped the Artificial Analysis leaderboard in both text-to-video and image-to-video (no audio) categories, beating ByteDance’s Seedance 2.0 by a pretty significant margin (106 points higher).More importantly, this is the first public release from ATH‘s Innovation Incubation Unit, which launched last month. The API is set to open April 30, and given the company’s history with open-source models, there‘s speculation this one might follow a similar path.The tech stack here is quite something: a unified 40-layer Transformer with ~15B parameters, native audio-video sync support for seven languages, and 1080p output.This signals two parallel teams inside Alibaba — one doing foundational research at Tongyi Lab, another focused on applied innovation. They’re moving fast. And with 2026 being a ”key year for AI acceleration,“ it looks like the company is serious about building a full-stack presence here.

$Alibaba(BABA.US) holding my shares and ignoring the noise

The price of $Circle(CRCL.US) and $Coinbase(COIN.US) has dropped too fast lately, hasn't it? What were everyone's average cost basis?

From short-term trading angle, $Alphabet - C(GOOG.US)  feels stuck between bullish AI narrative and heavy spending fears. Earnings strong, Gemini integration expanding across products, but price action not explosive like smaller AI names. Market seems waiting for clear monetization story for AI instead of just user growth. Maybe range trading stock for now unless big catalyst appears 📊

$Trump Media & Tech(DJT.US) Trump pushing crypto regulation bill — potential catalysts?

PolarDB breaking performance records is cool. But the cloud price war is brutal. Can they grow profitably? That's the billion-dollar question🧐

Alibaba’s Qwen Launch: More Than Just a ChatbotAlibaba’s 30-minute Qwen app launch signaled a key shift: AI is moving from chat to task-oriented Agents—a strategic leap for Alibaba. vs. rivals like OpenAI & DeepSeek, Alibaba holds three unique edges: 1️⃣ Closed-loop ecosystem – Qwen Agent integrates Ele.me, Amap, and DingTalk, enabling end-to-end services with higher user retention vs. pure Q&A models. 2️⃣ Controlled computing power – Large-scale migration to Huawei Ascend 910B cuts cost and latency, reduces NVIDIA reliance, and improves supply chain security. 3️⃣ Massive user base – Over 100M monthly active users in two months, rich in scenarios, driving a virtuous cycle. Why it matters:- Positive for Alibaba’s industrial chain (Ascend chips, servers, liquid cooling, optical modules). - More importantly, it prompts a **re-rating of Alibaba’s business model**: • AI Agents boost inference demand, raising revenue potential for cloud/data centers. • Domestic computing power substitution lifts margins and profit elasticity. • Alibaba combines “AI + ecosystem monetization,” creating deeper moats than pure API players. Investment outlook:Short-term – orders and substitution benefits support valuation recovery. Long-term – Qwen’s ecosystem barriers and scenario penetration drive fundamental growth, offering sustained opportunities in core Alibaba chain names. This could counter recent negative sentiment, serving as a long-term catalyst.

From a short-term perspective, $Unitedhealth(UNH.US)  recent performance resembles a typical sign of institutional investors loosening their grip. Previously a low-volatility core asset, it's now facing concerns about healthcare costs and regulatory news, leading to a clear shift away from blindly defensive strategies. Technically, the lackluster rebound after breaking below key moving averages indicates portfolio rebalancing. However, such stocks rarely collapse directly; they more often experience a slow bear market or consolidate sideways to digest expectations. Short-term traders should avoid mistaking it for the volatile nature of AI stocks.

$Alibaba(BABA.US) just dropped their first AI smart glasses – and they look like a game-changer!Featuring real-time translation, health tracking, and AR navigation, the “ViewOne” targets pros, travellers, and tech lovers. Launching in China Q1 2026, with global rollout by Q3.Sleek design + Aligenie assistant = 📈💬Do you think this can compete with Apple & Meta in the AR space? Drop your thoughts! 👇

Finally a pullback in $Micron Tech(MU.US)  after that monster run. Down slightly to $420 but still up 32% YTD. Q2 expectations are insane - 135% revenue growth, EPS up 444% . And HBM fully sold out for 2026 with supply tight through 2027 . This dip might be the entry we've been waiting for.

$AMD(AMD.US)  Q4 $102.7B rev, +34% yoy, beat. DC revenue +39%, AI GPU +35% . First Shanghai just raised TP to $300, 42.7x 2026 PE . Stock down 3% yesterday on zero news. Classic profit taking. I added. 📈