Share your thoughtsWhat's on your mind?
Bitcoin broke through $75,000 on Friday, marking its best weekly performance in about 2.5 years.
Bitcoin and related derivative financial products have experienced a prolonged slump, with hopes for relief in the near term.
Diversified investment structures represent a relatively healthy strategy.
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
Shein’s Hong Kong IPO on September 1 could be the market’s biggest show this year. I’m expecting a strong debut—the hype, brand recognition and retail appetite are hard to ignore. But after the initial pop, valuation and regulation could make this a bumpy ride.
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
$BABA-W(09988.HK)
I know that any Alibaba retail holders are worried about Alibaba’s HKD80 billion share placement news..… and today’s sharp -8.70% drop to HKD112.30 makes it even harder to stomach.
My current cost is HKD113.27, slight below my average price. I am not worry much as I look at the bigger picture for this company. I may look into buying more Alibaba if it goes lower.
Since May 2022, my cumulative P/L is still +HKD12,261.87.
Yes, the placement news spooked the market and the sentiment is shaky. But this is short-term noise against solid long-term fundamentals. Alibaba is not an ordinary company.
I am not panicking .I am staying the course. The market overreacts and conviction pays off.
Hold tight, BABA dragon 🐉💪
This market is like a yoyo. Up down up down. Just watch where the yoyo wants to go. So far trending up. So let’s hope it stays that way. 😊
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
I have stopped following narratives. If it’s not trade, it’s middle east shenanigan. Non stop wall of worries. Hey wait a minute. Bull markets thrive on that? Is this one? 🤷♂️😂
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
We must watch out for news and move accordingly. Market is very volatile and sensitive. Trump news is always causing some positive and negative impacts.
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
This week would be volatile as we wait and act on how both interest rate and tariff impose will act directly on the market in the short term. If you bullish overall slowly dca into the stock and have a system like adding a certain amount of money as the stock drops 10-20% to prevent emotion not panic.
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
Bitcoin has been gaining 30% just over the past month as the cryptocurrency strives to recover. Friday's US & Canada feud continues over the failed talks on tariffs as Trump slaps new 50% tariffs on roughly 20 billion worth of Canadian goods. Ofc Ottawa was not going to sit around and take that as he vowed to match dollar for dollar. This definitely adds to the ongoing inflation concerns, but at this point in time, I think most investors have already gotten used to these antics. Swing trades might want to pay close attention to the updates while long term investors can just chill and dca.
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
AI compute arms race vs. e-comm war of attrition? The decision isn't hard. The problem is the pace, and delays are costly.
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.
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
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.
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
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-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
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.
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
Inflation is so going to go up. Fed is reluctant to raise rates… Trump is really creating plenty of buy/sell “opportunities”
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
Another exciting daily market talk!
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
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! 📈🚀
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...
Every headline number checks out — and the erosion is coming from the core business, not one-off noise.The headline was realAlibaba's August 2026 quarter (fiscal Q1 2027) delivered exactly the kind of...
$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.
