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Alibaba Q4 FY26: The setup that matters more than the print

Quantum Computing Sector Explodes: US Government's $2 Billion "National Team" Investment Reshapes the Competitive Landscape On May 21, the US Department of Commerce announced that under the CHIPS Act framework, it will allocate a total of $2 billion in grants to 9 quantum computing companies in exchange for government equity. This national strategic-level targeted investment directly ignited sector sentiment. Rigetti Computing (RGTI) surged over 50% cumulatively this week, and the entire quantum computing sector entered a highly active state. Leading Giants: Direct Policy Beneficiaries, Strongest Fundamentals The biggest winner in this round of funding is IBM (IBM), receiving $1 billion in federal grants and raising another $1 billion itself to build the Anderson quantum wafer foundry, officially establishing its position as the national strategic core leader in quantum computing. It followed the main trend higher today. GlobalFoundries (GFS) received $375 million in grants to establish a multi-modal domestic quantum foundry. Together with IBM, they are the two leading quantum hardware manufacturing infrastructure giants prioritized for government support, showing active intraday performance. Although Alphabet (GOOGL), Google's parent company, was not included in the list of direct beneficiaries this time, its Willow quantum chip has achieved the milestone of error correction below the threshold. It stands alongside IBM at the technological forefront, and its quantum commercialization timeline is highly watched by the market. Driven by the main trend sentiment, its share price continues to attract capital. IonQ (IONQ), as the purest listed quantum computing leader on Nasdaq, has set a global record for two-qubit gate fidelity with its trapped-ion approach and has Amazon's strategic shareholding endorsement, making it the preferred target for institutional allocation in the quantum sector. Mid-Tier Targets: Funding Catalyst Combined with Performance Validation D-Wave Quantum (QBTS) received approximately $100 million in federal investment. On the day the news was announced, its stock price surged over 14% in a single day. Its FY2025 revenue grew 179% year-over-year, making it a mid-term target with performance support amid this round of policy catalysis. RGTI received about $100 million in grants to expand its superconducting quantum computing architecture. Catalyzed by the news, it rose over 12% that day, and its cumulative gain this week ranks among the top in the sector. According to reports from media like Motley Fool, its scarcity as a pure-play superconducting hardware vendor is being repriced by the market. Infleqtion (INFQ), pursuing the neutral atom route, has received about $100 million in federal investment. Its existing customers cover the US Army, Navy, Air Force, and NASA, with revenue continuing to grow. It strengthened today along with the sector. Microsoft (MSFT) is taking an independent route in topological qubit R&D, aiming to launch a quantum product before 2029. Its hybrid quantum-classical computing layout is comprehensive, and its market cap provides a safety margin, making it suitable for conservative investors as a peripheral allocation in the quantum sector. NVIDIA (NVDA) launched the NVQLink quantum-GPU interface and the Ising open-source AI model to serve quantum workloads. It is the "pickaxe seller" infrastructure cornerstone of the quantum ecosystem. As policy enthusiasm continues to heat up, its intraday activity has significantly increased. Tail-End Small Caps: Highest Elasticity, Also Highest Risk Quantum Computing Inc. (QUBT), pursuing the photonic quantum route, saw its Q1 2026 revenue skyrocket from $39k to $3.69 million year-over-year. It is a core component of the QPUX leveraged ETF, exhibiting extremely strong short-term elasticity. Xanadu Quantum (XNDU) just listed in March 2026, as the world's first pure-play photonic quantum computing listed company. Its free float is extremely small with novel themes, leading to significant intraday volatility under policy catalysis today. Arqit Quantum (ARQQ) focuses on quantum encryption security, possessing concept-driven elasticity under the narrative that quantum computing threatens traditional cryptographic systems. BTQ Technologies (BTQ) specializes in post-quantum cryptography, and HQ Horizon Quantum (HQ) focuses on quantum software compilation optimization. Both are newly listed small-cap targets with extremely small free floats. Under policy catalysis, violent price swings are likely, but liquidity risks require close attention. ETF Tools: Efficient Vehicles for Layered Quantum Theme Allocation Defiance Quantum ETF (QTUM) is the most mainstream broad-based ETF in the sector, with AUM exceeding $4 billion and a Morningstar 5-star rating. It gained 50% in 2024 and 37% in 2025, holding over 80 targets, suitable for conservative allocation. WisdomTree Quantum ETF (WQTM) was jointly developed with Classiq, with a top 10 holding concentration of 44%. It directly holds heavy positions in targets like Rigetti and D-Wave that received federal investment, offering better elasticity than QTUM. Defiance 2X Quantum Leveraged ETF (QPUX) provides daily 2x long leverage on four pure-play stocks: IONQ, RGTI, QBTS, and QUBT. All its components rose over 30% this week, making it the best amplifier for short-term speculation on the quantum theme. Defiance 2X Rigetti Leveraged ETF (RGTX) tracks RGTI's single stock for daily 2x returns, suitable for aggressive traders betting on short-term single-stock catalysts. Risk Warning: The commercialization process of quantum computing is highly uncertain. Small-cap targets experience severe volatility. Leveraged ETFs suffer from daily compounding decay. This article does not constitute any investment advice.

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?

$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. 📈

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 📊