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Jun 30 at 01:09 PM
$Alibaba(BABA.US)here are 2 things I will look out for 1) will there be a negative outcome from the US military list lawsuit could trigger another sharp de-rating, as it would directly threaten US investor access.?
2) will the Anthropic allegations and broader AI competition in China could pressure Alibaba’s cloud revenue growth and long-term margins?
Time will tell, DCA may be best for now. @Bridge Buzz SG
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