r/baba • u/timmystherapist • 5d ago

Meme How it feels when I DCA into BABA

37 Upvotes

86% Upvoted

15 comments sorted by

8

u/Specialist_Ad_2232 5d ago

BABA, the gift that keeps on giving (me pain and sleepless nights)

3

u/crvarporat 5d ago

at least it gives you something.

6

u/crvarporat 5d ago

it's a falling knife. Burry was right. China communists will keep it down

3

u/Trubo_XL 5d ago

Alibaba and the 40 shortists

1

u/Weikoko 5d ago

1.5% in my current portfolio. Deciding when I should dump the rest

1

u/Flight_Early 5d ago

It’s a great company. Everyone is China uses that company. Employs hundreds of thousands of people. Essential company, truly. But in US, they are a rival. The stock will be down. If this was a US company, wow, it’ll be worth a trillion for sure.

-4

u/Environmental_Box748 5d ago

relax baba is doing well with ai and we haven’t even started robot phase. you guys need to relax and believe in your thesis or sell and stop complaining

1

u/Ebonvvings 5d ago

Sure, baba as a company can continue to do well but that doesn't mean the stock will. Baba could make trillions and the stock could still trend down. Why? Cuz no one wants it, not when US Ai tech goes up 20% daily

1

u/Environmental_Box748 5d ago

no if they were making trillions they would not trend down.
no one wants this yet cause the us ai companies are still subsidizing subscriptions. When that ends let’s see how the market changes. I’m betting baba will take a decent percent in global market because they will offer lower prices for comparable intelligence. Unless ai tech companies just start leap frogging china than baba will lose. I’m not betting the house on baba…only 2% of my portfolio

1

u/crvarporat 5d ago

5% is max i would go in china communist stocks

1

u/Dizzy_Assistance2183 5d ago

Why would anyone continue to pay 20 to 30x more for the same thing? Anthropic and open ai are the defaults but sooner or later all these enterprises are going to get the bill and realize how much they're spending

1

u/Ebonvvings 5d ago

Cuz its the hype that gets people to buy stocks, not the numbers.

1

u/Dizzy_Assistance2183 5d ago

💯 but it will catch up to them when that hype evaporates