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$Alibaba(BABA.US)$BABA-W(09988.HK)Looks like Alibaba’s ATH unit just dropped a quiet bombshell in the AI video space — and the market‘s starting to take notice.

HappyHorse 1.0 topped the Artificial Analysis leaderboard in both text-to-video and image-to-video (no audio) categories, beating ByteDance’s Seedance 2.0 by a pretty significant margin (106 points higher).

More importantly, this is the first public release from ATH‘s Innovation Incubation Unit, which launched last month. The API is set to open April 30, and given the company’s history with open-source models, there‘s speculation this one might follow a similar path.

The tech stack here is quite something: a unified 40-layer Transformer with ~15B parameters, native audio-video sync support for seven languages, and 1080p output.

This signals two parallel teams inside Alibaba — one doing foundational research at Tongyi Lab, another focused on applied innovation. They’re moving fast. And with 2026 being a ” key year for AI acceleration,“ it looks like the company is serious about building a full-stack presence here.

Alibaba and Unitree are cooking something 🤖

Unitree's new humanoid R1 showed up at Alibaba's Xixi campus yesterday, sitting at a computer typing "Invitation" on screen. Employees say it's prepping for a new project called "Shumaitong" — clearly a mashup of Unitree + AliExpress.

The announcement is reportedly coming mid-April at a Shenzhen brand event. Alibaba sources confirmed details next week. Unitree actually opened an AliExpress store back in March 2025, so this looks like upgrading from basic onboarding to serious strategic partnership.

The news sent China's humanoid robot stocks flying today — Wanxiang Qianchao hit limit-up, Wuzhou Xinchun up 9%+, robot ETFs up 2-3%.

$BABA-W(09988.HK) also up 2.8% today to 127.68. Though Jefferies just cut target from $212 to $185 (MaaS as key growth driver next 5 years) and UBS trimmed to HK$166 from HK$185 — both still Buy-rated.

AliExpress has been pushing "brand globalization + overseas fulfillment" for Chinese brands. Bringing Unitree in feels like adding some serious hardware cred while lowering the barrier for Chinese robotics to go global.

More details next week. Anyone holding $Alibaba(BABA.US) or robot-related names? 👀

Alibaba & Unitree partnership next week. Loading up on BABA before the pop!

Alibaba chip announcement is the real story. If it's a competitive AI accelerator, China semi supply chain gets re-rated

Alibaba's 10 straight quarters of triple-digit AI growth is the real story. Revenue +2% masks underlying transformation

☁️ Team Cloud here! Alibaba's cloud segment growing 35% is no joke — especially with AI demand exploding in China. The 380B CapEx plan shows they're serious about competing with Tencent and Baidu in the AI space. E-commerce might be slowing, but cloud margins are way better long term. Already holding some, might add more if price dips after earnings.

Alibaba AI glasses today? Might grab some BABA calls for the hype🤔

If even Nvidia's earnings can't ease AI bubble concerns, Broadcom's report might drop 10%+.

While if Nvidia holds above 180 tonight, it may trade in the 170–190 range. A green close suggests selling pressure is over—time to wait for the upside.

Those targeting 230+ this year can start building positions now. If Nvidia’s results are in question, the entire tech sector is in trouble.

Today is the last trading day of the month—hope everyone finishes strong🙏🙏

DataTrek says $Invesco QQQ Trust(QQQ.US) 50-day losses of 10%+ only happen 6.5% of the time since 2015. We just had a rare dip and bounced right back. Statistical edge is real.

Finally a pullback in $Micron Tech(MU.US) after that monster run. Down slightly to $420 but still up 32% YTD. Q2 expectations are insane - 135% revenue growth, EPS up 444% . And HBM fully sold out for 2026 with supply tight through 2027 . This dip might be the entry we've been waiting for.

Next catalyst for $BitMine Immersion Tech(BMNR.US) : Feb 28 PDUFA date for Ascendis Pharma's TransCon CNP . Bernstein says 90% approval probability. If approved, BMRN down low single digits. If CRL, up high single digits. Playing the binary event?

Q4 numbers were insane - 70% revenue growth, 127% Rule of 40, U.S. commercial up 82% . But stock down 27% YTD and insiders sold $65M+ at $132-136 right before the drop . Market is schizo on this name. $Palantir Tech(PLTR.US)

$Western Digital(WDC.US) finally dumping the last of its Sandisk stake, $3.09B deal to swap debt for equity. Evercore says this accelerates deleveraging, could add 4-6% to EPS . Stock at $280, market yawns. I say balance sheet repair + AI HDD story = re-rate coming. 💰

$Micron Tech(MU.US) just initiated with $493 PT, 12x 2027 PE, 80% EPS CAGR. Morgan Stanley’s Moore also cut to $450 but used “through-cycle valuation” — earnings power structurally lifted by AI. DDR5 spot 130% above contract, HBM sold out for 2026. This isn’t a cycle, it’s a regime shift.

$AMD(AMD.US) Q4 $102.7B rev, +34% yoy, beat. DC revenue +39%, AI GPU +35% . First Shanghai just raised TP to $300, 42.7x 2026 PE . Stock down 3% yesterday on zero news. Classic profit taking. I added. 📈

Looking at $Oracle(ORCL.US) from another perspective, it's actually an "anti-FOMO AI stock." Many people chase high-beta stocks like NVDA and SMCI, but Oracle provides enterprise-grade AI infrastructure.

From short-term trading angle, $Alphabet - C(GOOG.US) feels stuck between bullish AI narrative and heavy spending fears. Earnings strong, Gemini integration expanding across products, but price action not explosive like smaller AI names. Market seems waiting for clear monetization story for AI instead of just user growth. Maybe range trading stock for now unless big catalyst appears 📊

$Alibaba.US Using the Olympics to showcase Qwen models and Taobao Vision. Smart soft power move for a tech giant

From a short-term perspective, $Unitedhealth(UNH.US) recent performance resembles a typical sign of institutional investors loosening their grip. Previously a low-volatility core asset, it's now facing concerns about healthcare costs and regulatory news, leading to a clear shift away from blindly defensive strategies. Technically, the lackluster rebound after breaking below key moving averages indicates portfolio rebalancing. However, such stocks rarely collapse directly; they more often experience a slow bear market or consolidate sideways to digest expectations. Short-term traders should avoid mistaking it for the volatile nature of AI stocks.

The price of $Circle(CRCL.US) and $Coinbase(COIN.US) has dropped too fast lately, hasn't it? What were everyone's average cost basis?