Source Post

Alibaba ($BABA) No Profits

The RoseMay 15, 2026

The creator discusses Alibaba's (BABA) recent earnings, highlighting a 3% year-over-year revenue increase, which becomes 11% when excluding divested businesses. While non-GAAP EPS saw a significant decrease, the creator sees potential upside driven by a turnaround in the Chinese economy and strong growth in Alibaba's cloud and AI segments. The visit of US CEOs to China is also noted as a potential catalyst for improved trade relations and economic recovery.

Linked Mentions

Tickers discussed in this post

NVDANeutralLow ConvictionResearch Only

Nvidia (NVDA) has licenses for business in China, with optimism for future operations despite current hurdles.

BABABullishMedium ConvictionSignal-backedPrimary

Alibaba (BABA) shows potential for upside driven by a recovering Chinese economy and strong cloud growth, despite recent EPS declines.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.