---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39064152.md"
description: "$Alibaba(BABA.US) With no chart distractions tonight, let me give you a proper analysis of Alibaba. I've recently studied a bunch of Alibaba's models in detail, and I can only say they're mediocre. Some capabilities are even inferior to Zhipu and Minimax, and they can't beat Doubao on the consumer side either. That Lin guy left, which essentially has nothing to do with internal power struggles. The main reason is still the failure to develop a top-tier large model, not even achieving domestic leadership. Compared to Alibaba's investment, this is unacceptable. It's still a capability issue, and replacing him is a good thing."
datetime: "2026-03-04T16:05:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39064152.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39064152.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39064152.md)
author: "[madwel](https://longbridge.com/en/profiles/19256027.md)"
---

# $Alibaba(BABA.US) With no chart distractions tonig…


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## Comments (25)

- **FakePhoenix · 2026-03-04T18:27:26.000Z · 👍 1**: As an Alibaba shareholder, I don't like things like burning money on open source and then having no revenue... If you want to do charity, you can do it yourself.
  - **FakePhoenix** (2026-03-04T18:28:46.000Z): And there he is, alone with his little sidekick, making a big fuss on platform X... I've never seen someone at this level play like this, it reminds me of the Meta farce.
  - **会止损不瞎搞哈** (2026-03-05T00:38:52.000Z): So leaving is inevitable; the vision is insufficient.
  - **FakePhoenix** (2026-03-05T02:06:05.000Z): Yes, I personally severed all the connections I had built up over so many years at Alibaba.
- **满仓等暴涨 · 2026-03-04T16:26:08.000Z**: 125 is the bottom
  - **madwel** (2026-03-04T16:27:40.000Z): Best of all, I have already added to my position.
  - **madwel** (2026-03-04T16:38:09.000Z): USD or HKD
  - **满仓等暴涨** (2026-03-04T16:59:37.000Z): $Alibaba(BABA.US)baba
- **TangLei · 2026-03-04T16:23:59.000Z**: The path of multimodal and small size is correct. Don't forget that 3.5plus only has over 300B parameters, and it's already the strongest multimodal model. Models that can understand videos and images are more versatile. Competing on intelligence is the job of max, and max will scale up to 1000B.
  - **madwel** (2026-03-04T16:25:35.000Z): The key is that there's no max at this stage, it hasn't been done yet.
  - **XMM** (2026-03-04T16:27:52.000Z): It's a good thing that the management saw the problem and changed the person in charge.
  - **爱吃菠萝包的猫** (2026-03-04T16:33:38.000Z): The strongest multimodal?
- **京城狐狸姐姐 · 2026-03-04T16:19:50.000Z · 👍 2**: Tutu... blocked him long time ago, don't watch him
- **XMM · 2026-03-04T16:19:45.000Z**: Don't know who will take over the baton.
  - **madwel** (2026-03-04T16:26:42.000Z): Said to be poached from Google
  - **XMM** (2026-03-04T16:28:59.000Z): Come on, big bull, get hot quickly
  - **madwel** (2026-03-04T16:31:23.000Z): It takes several months from arrival to achieving results.
- **图图祝您发大财 · 2026-03-04T16:11:25.000Z**: Analyze the trend and tell me how long it will take to stop falling and rebound.
  - **madwel** (2026-03-04T16:23:07.000Z): Screenshot reply to you
- **价值投机888 · 2026-03-04T16:07:53.000Z**: Analyze the trend and tell me how long it will take to stop falling and rebound.
  - **京城狐狸姐姐** (2026-03-04T16:19:36.000Z): It's also possible to accumulate at the bottom during this period of liquidity issues.