GJALIBA@EC2701B

Question is will investor still care about the tariff negotiations.. After all this whole issue has been around for so long and markets have been able to climb a wall of worries to near all time highs.

This is classic headline selling. Futures drop, then dip buyers step in. Bitcoin breaking 2.5-year highs shows liquidity is still here. If talks resume Tuesday, risk assets snap back fast.

with the new tariffs take effect, only the common people will suffer as cost of living will go up not only in US and Canada. it is a global chain effects as alot of food still comes from Canada

US and Canada tariffs war again. The US can't accept Canada's proposal, increasing its tariffs to 50%. On the Canadian side, tic for tat to the US.

Inflation is so going to go up. Fed is reluctant to raise rates… Trump is really creating plenty of buy/sell “opportunities”

Another exciting daily market talk!

Alibaba’s share placement was oversubscribed by sovereign wealth funds. I suspect Temasek or GIC could be among the investors! 🤔😆

But interestingly, Michael Burry isn’t on board.

He sold his entire Alibaba position and bought JD.com instead 😉. What do you think ? Was that a smart move?

This week is a huge. Jackson Hole Symposium will likely bring much more needed clarity on Fed rate policy. I expect volatility! 😆😆😆

I also watch Nvidia closely. Its performance could push the S&P 500 and Nasdaq to fresh all-time highs! 📈🚀

$BABA-W(09988.HK)

Alibaba is launching a massive HK$80 billion (~US$10.2 billion) offshore share placement. all proceeds go straight into full‑stack AI infrastructure! 🤖

⚠️ The Trade‑off:

1️⃣ Dilution: Existing shareholders face a modest 3.3%–3.5% dilution (~3.4% expected) to EPS and share count.

2️⃣ The Smart Move: Raising equity instead of debt means no extra leverage or interest burden on the balance sheet.

That protects operating cash flow

➡️ Critical at a time when AI spending is up ~75% YoY! 💪

Bottom Line: It’s a deliberate choice

➡️ Fund huge AI expansion without hurting credit health.

Short‑term dilution, long‑term strategic bet. 🎯

📊 Full details in the infographic!

Not financial advice. Do your own DD.

$BABA-W(09988.HK)Ready for a very red Monday !

On August 23, 2026, Alibaba Group announced a proposed HK$80 billion (US$10.2 billion) equity placement of newly issued ordinary shares in Hong Kong. This massive primary follow-on offering marks the largest-ever primary follow-on offering by a Hong Kong-listed company and ranks as the world’s third-largest primary follow-on share sale of 2026.

Alibaba is selling approximately 710 million ordinary shares priced at HK$112.70 per share.

$Alibaba(BABA.US) is out of the water, and caramel popcorn is waving at me! Oh my god! It's Saturday.

Alibaba’s 9% revenue beat looks encouraging, but net income fell as heavy AI CAPEX weighs on profits. That’s a bet on future growth, not a problem yet—but returns still need to prove themselves. I’d hold if already invested, but stay on the sidelines rather than chase the stock now.

After earnings report, Futu was up 10% most of premarket, before giving up all gains upon market opening. Supports the hypothesis that American investors take Chinese ADRs very cautiously. not too different for Alibaba, I don't expect too much love from them.

Well as much as the narrative keeps pointing to yields and I agree yields are a sticky point and that is why the Feds are doing a ‘stealthy YCC’. (Look at what Bessent just added to what he said the day earlier. I mean he is hinting at YCC without saying it. Those who get the hint will plan accordingly. Those who are waiting for a clear cut announcement and definition will be behind the curve. Even crypto is hinting at something. Hint: They flourish with liquidity. And look at USD. It is devaluing in response. Price action precedes narratives.)

Again, I am just sharing my opinion. To the ‘textbookists’, let’s agree to disagree. Peace! 😊

Jackson hole is a key point but not sure what stuff Fed will say

Crypto was the buzz just when Trump took office and it took a bow and languished in the dark shadows for the most of the year. Now the president is back in action again to pump it up again such that funds have another avenue to rotate around, scything the retail FOMO hords.

AI infrastructure and semiconductor-related names such as SK Hynix, Micron and Lumentum continued to outperform, showing that investor demand for AI exposure remains strong despite concerns over higher capex and valuations.

Alibaba's results also highlighted this trend cloud and AI revenue surged, but profitability came under pressure as investment spending accelerated.

With Treasury yields rising again and Jackson Hole approaching, volatility could remain elevated in the near term

📌 Last session supposed many 👀 at the hottest hits for this month. I also got it though few months ago was searching what to invest. If the prices came tumbling downward, I will also consider to buy more, not worrying about the short term swings as the purpose of it is indeed worth more meaning than just AI Era as we will see how it could further transformed in the medical sciences too, another TGIF hope to close it steadily to mark a good week! It is Friday baby! 👏🏻🆙📈🆒🆕💊💫🌟🌟