TehCcc

Kuaishou Q1: overall revenue +3%, Kling AI +300%, annualized ARR approaching USD 500M. this is the classic "mature core, high-growth satellite" structure. the short video business funds the AI moonshot while the market prices in the old multiple. the investment question is whether Kling can scale internationally against Sora and Runway — domestic competition is fierce too. it's a fascinating risk-reward setup if you believe Chinese AI products can break out globally.

$Alibaba(BABA.US) Market watching cloud growth — BABA’s Alicloud earnings soon?

DELL just gapped up 30% after a blowout earnings print: AI server revenue up 757%, full-year guidance raised to USD 167 billion. For a trader, this kind of move raises one immediate question: do you chase, or do you wait? My rule with gap-up earnings trades is simple. I don't chase the open. The first thing I identify is the pre-earnings close, because that becomes the key support reference. If DELL pulls back toward that level over the next few sessions and holds on lower volume, that's a cleaner entry for a trend-following position. A close back through the gap open on heavy volume is a warning that the move is being distributed. The weekly timeframe is what I'm marking now. A 30% gap that consolidates tight above the breakout level over the next 2-3 weeks is a bullish continuation setup. That's the pattern I want to see before adding size. Risk management matters more in a gap-up than in any other setup, because the emotional pull to chase is strongest exactly when the risk/reward is worst.

OpenAI at USD 300B felt crazy. Anthropic at USD 965B feels like we skipped a few steps. I just wanna know who's buying in at these prices and what spreadsheet they're using 😶‍🌫️

Nokia went from "indestructible phone your parents used in 2005" to AI data centre infrastructure supplier in 2026 — respect the pivot sia. Stock just refuses to react to any of it though. Most disciplined performer of 2026: never up big, never down big, just quietly there 😂