# ![@dyz_ob Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1698137120.png) @dyz_ob DZ

DZ posts on X about $baba, baba, alibaba, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1698137120/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698137120/c:line/m:interactions.svg)

- [--] Week [------] +37%
- [--] Month [-------] +23%
- [--] Months [---------] +618%
- [--] Year [---------] +10,100%

### Mentions: [--] [#](/creator/twitter::1698137120/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698137120/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [---] +45%
- [--] Months [---] +541%
- [--] Year [---] +1,916%

### Followers: [-----] [#](/creator/twitter::1698137120/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698137120/c:line/m:followers.svg)

- [--] Week [-----] +0.42%
- [--] Month [-----] +5.30%
- [--] Months [-----] +276%
- [--] Year [-----] +417%

### CreatorRank: [-------] [#](/creator/twitter::1698137120/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698137120/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [finance](/list/finance)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [products](/list/products)  [financial services](/list/financial-services) 

**Social topic influence**
[$baba](/topic/$baba) #13, [baba](/topic/baba) #736, [alibaba](/topic/alibaba) #101, [ai](/topic/ai), [china](/topic/china) #3553, [$babas](/topic/$babas), [stocks](/topic/stocks), [$9988hk](/topic/$9988hk) #101, [business](/topic/business), [in the](/topic/in-the)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Goldman Sachs (GS)](/topic/goldman-sachs) [XPENG INC. (XPEV)](/topic/xpeng) [Citigroup Inc (C)](/topic/citigroup) [NVIDIA Corp. (NVDA)](/topic/$nvda) [UBS Group AG (UBS)](/topic/$ubs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@DivesTech Rest of world in economic slowdown. Apple revenues will be hit. Buy at these levels with caution. Whales will unload"  
[X Link](https://x.com/dyz_ob/status/1674612320562192385)  2023-06-30T03:01Z [---] followers, [---] engagements


"@NikkeiAsia Nikkei dismissing legitimate concerns about radiactive water dumping This isnt about HK its about your country poisoning the sea Get serious"  
[X Link](https://x.com/dyz_ob/status/1678965350388625409)  2023-07-12T03:13Z [---] followers, [--] engagements


"@YahooFinance Whole value prop of $NFLIX at the start was no ads. now it's just like cable. no thanks. ended my subscription already"  
[X Link](https://x.com/dyz_ob/status/1681833111007404032)  2023-07-20T01:07Z [---] followers, [---] engagements


"@BarrettYouTube arrogance is what leads to downfall of the US political system. all lawyers no engineers"  
[X Link](https://x.com/dyz_ob/status/1699583337575399629)  2023-09-07T00:40Z [---] followers, [----] engagements


"@M_Johnston1 Huh why are you bringing China into this Kid with ADHD could stay more focused than you"  
[X Link](https://x.com/dyz_ob/status/1704012919971668146)  2023-09-19T06:01Z [---] followers, [--] engagements


"@Sungilsm_ On per income basis they were close to the US. But China is only a 1/3 of the US which means much more room for China to grow economically and surpass US GDP"  
[X Link](https://x.com/dyz_ob/status/1727555198082765253)  2023-11-23T05:10Z [---] followers, [--] engagements


"@NikkeiAsia On the bright side redundant Toyota workers will have new jobs to go to"  
[X Link](https://x.com/dyz_ob/status/1775747180005147044)  2024-04-04T04:48Z [---] followers, [--] engagements


"@whiterabbit808 @YawenXu17 Shouldn't be viewed as one way. You're question should be what PRC and Taiwan have to offer each other. Answer: plenty"  
[X Link](https://x.com/dyz_ob/status/1778270024626762042)  2024-04-11T03:53Z [---] followers, [--] engagements


"@Steveybunn Beyond me how they ended up in power again after what his family did to the Philippines"  
[X Link](https://x.com/dyz_ob/status/1779447829171470627)  2024-04-14T09:53Z [---] followers, [----] engagements


"@SophieDRich @Georgetown @JimMillward Boring"  
[X Link](https://x.com/dyz_ob/status/1780056845715231214)  2024-04-16T02:13Z [---] followers, [--] engagements


"@business Poster girl of Huawei phones sore about not getting paid for national ad campaign"  
[X Link](https://x.com/dyz_ob/status/1782353740009529564)  2024-04-22T10:20Z [---] followers, [---] engagements


"@NikkeiAsia Would said Japanese companies be like Toyota"  
[X Link](https://x.com/dyz_ob/status/1791303838563172594)  2024-05-17T03:04Z [---] followers, [---] engagements


"Well done EU more tariffs on Chinese EVs #climatechange"  
[X Link](https://x.com/dyz_ob/status/1831954848704819570)  2024-09-06T07:17Z [---] followers, [--] engagements


"@PhelimKine Just because you have a Chinese name doesn't mean it gives you any credibility on the affairs of Hong Kong. Mind you own business and fix your own decrepit country"  
[X Link](https://x.com/dyz_ob/status/1832369248498544908)  2024-09-07T10:44Z [---] followers, [--] engagements


"@MarkLClifford Next Digital was rightfully shut down for its seditious agenda. Cry about it.😭 There are laws in HK to keep 'lap sap' like you out"  
[X Link](https://x.com/dyz_ob/status/1832591448371577284)  2024-09-08T01:27Z [---] followers, [--] engagements


"@AmbXieFeng @johnpodesta Here's a simple fix: Lift all tariffs on Chinese EVs. You're welcome"  
[X Link](https://x.com/dyz_ob/status/1832625257016127798)  2024-09-08T03:41Z [---] followers, [--] engagements


"@grantshapps @POTUS @Keir_Starmer @thetimes You are pure evil"  
[X Link](https://x.com/dyz_ob/status/1834411234617434152)  2024-09-13T01:58Z [---] followers, [--] engagements


"@BrianTycangco Well said. Pull back is healthy for a bull market. I was dreading that a fiscal stimulus bazooka would be announced. I would have sold sooner than hold long term"  
[X Link](https://x.com/dyz_ob/status/1843524644227428482)  2024-10-08T05:31Z [---] followers, [---] engagements


"@thesiriusreport US govt too dependant on tax revenues from stock market"  
[X Link](https://x.com/dyz_ob/status/1843894251228364873)  2024-10-09T06:00Z [---] followers, [---] engagements


"@CompoundinGirl accumulation"  
[X Link](https://x.com/dyz_ob/status/1855874098280480873)  2024-11-11T07:24Z [---] followers, [---] engagements


"$BABA down but not out.my take: 1/4 ST headwinds - Trump tariffs (but 1% revenue from US majority rev still China/Asia) - Strong USD high interest rates - PDD/JD ER sentiment drag (BABAs target market is safe) - Capital fixated on $BTC/US stocks ATM (cant go on forever)"  
[X Link](https://x.com/dyz_ob/status/1860135501459783749)  2024-11-23T01:37Z [---] followers, [---] engagements


"2/4 ST tailwinds - Fiscal stimulus (anytime Dec 24-Jan/Feb 25) - Stock buybacks ( $BABA bond to buy ADRs) - StockConnect (domestic ownership growing) - China property turnover increasing (more consumer activity ) - Ecommerce restructure (streamline op cost-savings)"  
[X Link](https://x.com/dyz_ob/status/1860135504530014243)  2024-11-23T01:37Z [---] followers, [---] engagements


"@BrianTycangco They also need a Chinese AI partner. I wonder which. $BABA or $BAIDU"  
[X Link](https://x.com/dyz_ob/status/1860879656553218244)  2024-11-25T02:54Z [---] followers, [---] engagements


"Kind of ironic SoftBank offloaded its entire stake in $BABA in [----] to focus on AI investments. Whoops"  
[X Link](https://x.com/dyz_ob/status/1889652017078890640)  2025-02-12T12:25Z [---] followers, [--] engagements


"Long-term prospects look even better despite Trump's tariff announcements First Apple now Honor (a Huawei phone subsidiary) another AI partnership for $BABA"  
[X Link](https://x.com/dyz_ob/status/1895328522954252628)  2025-02-28T04:21Z [---] followers, [---] engagements


"@financialjuice No deal. World watches US stock market collapse. US reverse tariffs"  
[X Link](https://x.com/dyz_ob/status/1895344111500279996)  2025-02-28T05:23Z [---] followers, [---] engagements


"$BABA's 🔥open-source Wan [---] surpasses DS R1 on Hugging Face as most popular model"  
[X Link](https://x.com/dyz_ob/status/1896384968299069807)  2025-03-03T02:19Z [---] followers, [----] engagements


"Tariff risk to China stocks will have limited impact of 5% to $MCHI - reaffirms UBS Group"  
[X Link](https://x.com/dyz_ob/status/1896794885946257540)  2025-03-04T05:28Z [---] followers, [--] engagements


"@SpoxCHN_LinJian US lies are actually a confession. Only fools or crooks would believe the US"  
[X Link](https://x.com/dyz_ob/status/1897073689453322647)  2025-03-04T23:56Z [---] followers, [----] engagements


"($BABA) holding up well in HK markets. Meanwhile JP Morgan issues research report. bullish $BABA. 👇 http://9988.HK http://9988.HK"  
[X Link](https://x.com/dyz_ob/status/1899344546808660248)  2025-03-11T06:20Z [---] followers, [--] engagements


"@mmjukic Share innovation with Global South create new markets (BRI BRICs) open up economy tackle climate change further exploration into agriculture medicine space oceans etc. there's alot China can do but it'll do it by cooperating with other countries"  
[X Link](https://x.com/dyz_ob/status/1899705120675528956)  2025-03-12T06:12Z [---] followers, [---] engagements


"Citigroup: Manus AI and Alibaba ( $BABA ) cooperation on ''Common Mission" is another milestone for AI development in Mainland China. Maintains "BUY" rating with TP of US$170 (or HKD166 for H-shares). http://09988.HK http://09988.HK"  
[X Link](https://x.com/dyz_ob/status/1900426080290562470)  2025-03-14T05:57Z [---] followers, [---] engagements


"UBS Group: Raised Alibaba's ( $BABA Target Price to HKD172 reiterating the "Buy" rating. http://9988.HK http://9988.HK"  
[X Link](https://x.com/dyz_ob/status/1901865241979281510)  2025-03-18T05:16Z [---] followers, [---] engagements


"Bullish $BABA China news (Alibaba's official WeChat account yesterday): The Zhejiang Provincial Government has signed a Global Strategy cooperation agreement with Alibaba Group and ANT GROUP CO. LTD. and will collaborate in the fields of AI and other areas. Wonder what it could be Alipay and AI"  
[X Link](https://x.com/dyz_ob/status/1904679298252104021)  2025-03-25T23:38Z [---] followers, [--] engagements


"3/6 China is no longer playing catch-up in AIits leading . Since ChatGPT launched over [---] homegrown large models have emerged many outperforming global rivals. Example Alibabas $BABA Qwen model beat Llama3-70B in evaluations. Algorithms + computing power + massive data = unstoppable momentum"  
[X Link](https://x.com/dyz_ob/status/1904769141074280460)  2025-03-26T05:35Z [---] followers, [--] engagements


"4/6 AI isnt just for techits revolutionizing healthcare finance tourism streaming and more. From disease prediction to personalized medicine risk management to smarter customer service Chinas applications are setting new standards globally. No industry is untouched"  
[X Link](https://x.com/dyz_ob/status/1904769142802227653)  2025-03-26T05:35Z [---] followers, [--] engagements


"The Trump administration has frozen $20 million in funding for the Commerce Departments Bureau of Industry and Security (BIS) responsible for semiconductor export controls crucial in the US-China tech race. The cut represents 10% of BISs budget and has been heavily criticized by Democratic lawmakers who argue it undermines efforts to prevent China from advancing its AI and military capabilities. BIS enforces restrictions on AI chips and related technology and critics warn the funding freeze could weaken the USs competitive edge in AI development and national security."  
[X Link](https://x.com/dyz_ob/status/1905056895368634774)  2025-03-27T00:38Z [---] followers, [--] engagements


"@AJButton2 $BABA to be huge beneficiary once Manus AI scales up. Alibaba Cloud revenues will be huge"  
[X Link](https://x.com/dyz_ob/status/1905414538050371679)  2025-03-28T00:20Z [---] followers, [---] engagements


"@CompoundinGirl I'm loading up on cheap $BABA stocks"  
[X Link](https://x.com/dyz_ob/status/1907577078696038556)  2025-04-02T23:33Z [---] followers, [---] engagements


"@Mr_Derivatives Buying dips on China stocks not US"  
[X Link](https://x.com/dyz_ob/status/1907671229827567972)  2025-04-03T05:47Z [---] followers, [--] engagements


"Will holders of $BABA swap over to to negate any potential ADR-delisting risk amidst ongoing tariff wars🤔 http://9988.HK http://9988.HK"  
[X Link](https://x.com/dyz_ob/status/1909041722337988951)  2025-04-07T00:33Z [---] followers, [---] engagements


"@WalterHug2516 @OopsGuess he could be taking Ozempic"  
[X Link](https://x.com/dyz_ob/status/1909169078872445114)  2025-04-07T08:59Z [---] followers, [--] engagements


"@spicybeanpaste @gurgavin Do that and all foreign capital will leave the US market"  
[X Link](https://x.com/dyz_ob/status/1909796855665639740)  2025-04-09T02:33Z [---] followers, [---] engagements


"@ericadyork If only Peter Navarro listened to you"  
[X Link](https://x.com/dyz_ob/status/1909821303424778461)  2025-04-09T04:10Z [---] followers, [---] engagements


"You've called it right. China should sit tight for a while and get Trump to 1) reinstate the de minimus exempition 2) lift ban on Chinese EVs 3) shipping fee proposal 4) remove Trump [---] and Biden tarrifs 5) remove export controls of chips 6) let TikTok be TikTok. I could go on but I think that would be a good start"  
[X Link](https://x.com/dyz_ob/status/1914881744152748277)  2025-04-23T03:19Z [---] followers, [---] engagements


"@USTradeRep US agricultural products are GMO poison and don't adhere to the higher standards of countries"  
[X Link](https://x.com/dyz_ob/status/1915243351223464446)  2025-04-24T03:16Z [---] followers, [---] engagements


"@commiepommie Humanity for Freedom Foundation sounds suspect right from the onset. Imagine if China did the same with Puerto Rico"  
[X Link](https://x.com/dyz_ob/status/1917770427935645794)  2025-05-01T02:37Z [---] followers, [---] engagements


"@CompoundinGirl $BABA because of AI + Cloud"  
[X Link](https://x.com/dyz_ob/status/1922531599448441329)  2025-05-14T05:57Z [---] followers, [---] engagements


"@EdKrassen After this stunt foreign dignataries will think twice about attending Trump''s Oval Office"  
[X Link](https://x.com/dyz_ob/status/1925396960451994029)  2025-05-22T03:43Z [---] followers, [--] engagements


"Recently: More than [--] MCP applications in China have been launched on Alibaba Cloud $BABA. - China sources"  
[X Link](https://x.com/dyz_ob/status/1927953553399705999)  2025-05-29T05:02Z [---] followers, [---] engagements


"$BABA dividend payout schedule: 👇"  
[X Link](https://x.com/dyz_ob/status/1928252590858367085)  2025-05-30T00:50Z [---] followers, [--] engagements


"Good reason to hold onto your $BABA stocks for the long term:"  
[X Link](https://x.com/dyz_ob/status/1929793272626794545)  2025-06-03T06:52Z [---] followers, [----] engagements


"Is Chinas takeaway delivery subsidy wars negative Don't be fooled its not. $BABA $JD #MEITUAN $HSI $FXI $KWEB Heres why:"  
[X Link](https://x.com/dyz_ob/status/1943495390202073540)  2025-07-11T02:19Z [---] followers, [---] engagements


"(1/5) #Alibaba #Meituan and are locked in a "food delivery subsidy war"but its not really about food. Theyre shifting marketing budgets (from advertising into direct user discounts) to drive app traffic and engagement not profit. Think of it as direct user outreach. A unique marketing tactic thats yielding results. Who will come out on top http://JD.com http://JD.com http://JD.com http://JD.com"  
[X Link](https://x.com/dyz_ob/status/1943495391938515113)  2025-07-11T02:19Z [---] followers, [--] engagements


"(2/5) leads the charge but seems half-heartedslow rollout fewer restaurant partners shrinking subsidies. Seems more about pushing users to its main app than winning food delivery. http://JD.COM http://JD.COM"  
[X Link](https://x.com/dyz_ob/status/1943495393662447835)  2025-07-11T02:19Z [---] followers, [--] engagements


"(3/5) MEITUAN is struggling to turn subsidized users into broader spenders. But by steering them to its other services (travel group buys) it hopes for better ROI from the same marketing budget"  
[X Link](https://x.com/dyz_ob/status/1943495395503673612)  2025-07-11T02:19Z [---] followers, [--] engagements


"(4/5) ALIBABA entered late injecting 50B yuan into its really about boosting Taobao. When you open you're redirected to Taobaos flash deals. Genius move: using food to direct users into its trillion-yuan e-commerce beast. Alibaba has realized instead of investing [--] billion in third parties it is wiser to subsidize users directly thereby increasing the daily flow to the Taobao app by an additional [--] million food/instant delivery users. http://Ele.me http://Ele.me http://Ele.me http://Ele.me http://Ele.me http://Ele.me http://Ele.me http://Ele.me"  
[X Link](https://x.com/dyz_ob/status/1943495397407924559)  2025-07-11T02:19Z [---] followers, [--] engagements


"(5/5) It is believed that actual expenditures of these companies will show little change in second quarter results Alibaba will ultimately emerge as the winner. The real losers: advertisers agents and social media platforms"  
[X Link](https://x.com/dyz_ob/status/1943495399119163643)  2025-07-11T02:19Z [---] followers, [--] engagements


"Real losers will be advertisers ad agencies social media platforms. $BABA is reallocating marketing expenditures into direct user subsidies. It's much more effective than advertising - I suspect it won't have any impact on expenditures in their Q2 results. Alibaba is throwing cash at instant delivery to drive long-term valueeach subsidized order is a gateway to higher-margin sales across appliances groceries & memberships. The market may see it as bearish for $BABA but the real loser is Meituan now down to 50% MS from 70% Alibaba is throwing cash at instant delivery to drive long-term"  
[X Link](https://x.com/dyz_ob/status/1943499673995821254)  2025-07-11T02:36Z [---] followers, [---] engagements


"Stock market is totally mispricing $BABA's future potential in AI. Alibabas Qwen [--] AI coding model gains on Claude Sonnet [--] in popularity via @scmpnews https://sc.mp/jmewnutm_source=twitter&utm_campaign=3322264&utm_medium=share_widget https://sc.mp/jmewnutm_source=twitter&utm_campaign=3322264&utm_medium=share_widget"  
[X Link](https://x.com/dyz_ob/status/1957621301566402597)  2025-08-19T01:51Z [---] followers, [---] engagements


"So much news coming out for $BABA. Just a matter of time when the market notices what a behemoth Alibaba will become"  
[X Link](https://x.com/dyz_ob/status/1958369878668415292)  2025-08-21T03:25Z [---] followers, [----] engagements


"Pop Mart's new mini-Labubus will be selling via $BABA's AliExpress"  
[X Link](https://x.com/dyz_ob/status/1958428907365171593)  2025-08-21T07:20Z [---] followers, [---] engagements


"$BABA redefining its business structure into [--] groups. Explains delayed schedule for its earnings call"  
[X Link](https://x.com/dyz_ob/status/1958794450332770783)  2025-08-22T07:32Z [---] followers, [----] engagements


"@_Investinq @FredFree1972 By that logic TV manufacturers should have gone bust a long time ago"  
[X Link](https://x.com/dyz_ob/status/1960163656957673616)  2025-08-26T02:13Z [---] followers, [---] engagements


"$BABA's Quark is part of China's AI education drive for teachers and students. 🧑🎓Seems Quark is a paid for service in the longer run. 💵"  
[X Link](https://x.com/dyz_ob/status/1960929184710320483)  2025-08-28T04:55Z [---] followers, [----] engagements


"@zoomyzoomm Difference with $BABA is that it can leverage AI across it's e-commerce ecosystem. If AI can show efficiency and ability to drive revenue growth. Tencent did just that"  
[X Link](https://x.com/dyz_ob/status/1960942662736883890)  2025-08-28T05:48Z [---] followers, [---] engagements


"VC Andreesen Horowitz's top [---] list of GenAI apps just got released. $BABA's Quark in the top [--] (ninth) DeepSeek is 3rd"  
[X Link](https://x.com/dyz_ob/status/1960967449995538664)  2025-08-28T07:27Z [---] followers, [----] engagements


"@thejpcs It's moving at China speed I'll be more interested in what Alibaba has to say about its forward outlook on AI/Cloud revenue growth. that should move the stock price hopefully upwards. I'm holding long term"  
[X Link](https://x.com/dyz_ob/status/1960971477601411269)  2025-08-28T07:43Z [---] followers, [--] engagements


"@thejpcs Hard to advise you but 40% is already a sizeable chunk. But if it were me I wouldn't add yet. It's already down today. so you can still catch the upswing if earnings turn out stellar. I still think [----] will be Alibaba's year so plenty of time"  
[X Link](https://x.com/dyz_ob/status/1960975051131642316)  2025-08-28T07:57Z [---] followers, [--] engagements


"Coming soon: $BABA's Quark AI glasses and other apps"  
[X Link](https://x.com/dyz_ob/status/1961222385232642146)  2025-08-29T00:20Z [---] followers, [----] engagements


"Looks like $BABA is getting into government sector AI solutions via a JV. Jiechuang Intelligent is a known Chinese company providing applications (AI) in various government sectors"  
[X Link](https://x.com/dyz_ob/status/1961260098019639773)  2025-08-29T02:50Z [---] followers, [----] engagements


"@thejpcs I never go 100% still believe in diversification and keeping some powder dry 😌"  
[X Link](https://x.com/dyz_ob/status/1961269594498502738)  2025-08-29T03:28Z [---] followers, [---] engagements


"@thejpcs I'm using a HK-based stockbroker. it's got good newsfeed on China/HK-listed stocks"  
[X Link](https://x.com/dyz_ob/status/1961270466376790183)  2025-08-29T03:31Z [---] followers, [--] engagements


"Last post before $BABA earnings. Did Alibaba's subsidies strategy work out as intended"  
[X Link](https://x.com/dyz_ob/status/1961336516371722730)  2025-08-29T07:54Z [---] followers, [----] engagements


"$BABA open source all the way"  
[X Link](https://x.com/dyz_ob/status/1962361728144171130)  2025-09-01T03:47Z [---] followers, [----] engagements


"Next quarter $BABA results already pricing in at $165 by Morgan Stanley"  
[X Link](https://x.com/dyz_ob/status/1962419764330168580)  2025-09-01T07:38Z [---] followers, [----] engagements


"$BABA innovation continues.Edge AI devices now include: 👇 Chinas latest AI gadget is a credit card-sized recorder from Alibabas DingTalk. https://www.scmp.com/tech/tech-trends/article/3324091/chinas-latest-ai-gadget-credit-card-sized-recorder-alibabas-dingtalk-takes-plaudshare=z8T54VFLKsJ6djpmmICLngT3GsSE2KqYhd3nFokmOsadOQq%2FRpc26jfePFTABgTlRVl2D0asbwyOfy18MWmTKSujHIT05UqPwDu%2BsuRds8YY92S1%2FRh4cyMqivXLAqo4%2FvF00hLgtzQxym%2B3PI8ZxQ%3D%3D&utm_campaign=social_share"  
[X Link](https://x.com/dyz_ob/status/1963038508257575256)  2025-09-03T00:37Z [---] followers, [----] engagements


"$BABA's enhanced Cainiao logistics network is poised to become even more competitive in SE Asia. Winning🏆"  
[X Link](https://x.com/dyz_ob/status/1963790648869552238)  2025-09-05T02:25Z [---] followers, [---] engagements


"Another day another win $BABA"  
[X Link](https://x.com/dyz_ob/status/1964869507631223183)  2025-09-08T01:52Z [---] followers, [----] engagements


"Seems Apple is still pursuing $BABA AI for it's Apple Intelligence launch in China if reports are true. 🚀"  
[X Link](https://x.com/dyz_ob/status/1964881426601660774)  2025-09-08T02:40Z [---] followers, [----] engagements


"Good synergy $BABA's Alipay set to become standard payment system for smart AI glasses"  
[X Link](https://x.com/dyz_ob/status/1964941987196571704)  2025-09-08T06:40Z [---] followers, [---] engagements


"I wonder why $BABA is being so secretive.🤔"  
[X Link](https://x.com/dyz_ob/status/1965017947501740496)  2025-09-08T11:42Z [---] followers, [----] engagements


"@teechongyen Should hope so. Apple iOS still commands 22% China market share (280-300 million user base). I'm curious if Apple will use Alibaba Cloud or Baidu Cloud for this"  
[X Link](https://x.com/dyz_ob/status/1965040932916797657)  2025-09-08T13:14Z [---] followers, [---] engagements


"If you've been looking for a reason to hold firmly onto your $BABA shares this might just be it: 🚀🚀 It's just getting started imho"  
[X Link](https://x.com/dyz_ob/status/1965248287344414823)  2025-09-09T02:57Z [---] followers, [----] engagements


"Bullish $BABA. AI is transforming platform development in Japan Hear from Mr. Ran Li CTO of FLUX Inc. as he shares how FLUX is using Qwen to meet local needs and drive AI adoption in the Japanese market 🚀 https://t.co/M8eSEPQoAf AI is transforming platform development in Japan Hear from Mr. Ran Li CTO of FLUX Inc. as he shares how FLUX is using Qwen to meet local needs and drive AI adoption in the Japanese market 🚀 https://t.co/M8eSEPQoAf"  
[X Link](https://x.com/dyz_ob/status/1965255825972457510)  2025-09-09T03:27Z [---] followers, [----] engagements


"Love this $BABA action-orientated leadership team putting money where their mouth is"  
[X Link](https://x.com/dyz_ob/status/1965257261460455670)  2025-09-09T03:33Z [---] followers, [---] engagements


"Honor series phones are huge in China (top 1-2). So $BABA is working with another phone manufacturer on AI/Cloud in China. 👑"  
[X Link](https://x.com/dyz_ob/status/1965372306794106957)  2025-09-09T11:10Z [---] followers, [----] engagements


"$BABA's Cainiao logistics has grown 200% since April. Impressive"  
[X Link](https://x.com/dyz_ob/status/1965626318600716322)  2025-09-10T04:00Z [---] followers, [----] engagements


"Yes- I think it can. Behavior prediction could be a game-changer for offline SMEs. Instead of reviews (subjective easy to manipulate) it sounds like AMAPs moves beyond vanity metrics (user rating reviews) to spatial intelligence (search nav data repeat visits). $BABA says it will use Qwen multimodel AI framework for deeper analysis of behaviour and feed output via an AI assistant to the user. No commercialization means stores can't buy rankings via ad spend or partnership so no bias and scoring is blind. All this is useful if you're new to a city you're visiting. I actually think Alibaba is"  
[X Link](https://x.com/dyz_ob/status/1965709469255602445)  2025-09-10T09:30Z [---] followers, [---] engagements


"$BABA DingTalk winning contracts for industrial AI projects"  
[X Link](https://x.com/dyz_ob/status/1965729071582810418)  2025-09-10T10:48Z [---] followers, [----] engagements


"Investors are figuring out Meituan does not have the tech platform (yet) to compete with $BABA's AMAP/Gaode: CHINAS FOOD DELIVERY GIANT MEITUAN FALLS 4% IN HK AS INVESTORS FOCUS ON LATEST BATTLE WITH ALIBABA IN LOCAL SERVICES MARKET #MEITUAN $MPNGY #ALIBABA #AMAP $BABA https://t.co/QQAByrFbNy https://t.co/Zohsv0pRX0 CHINAS FOOD DELIVERY GIANT MEITUAN FALLS 4% IN HK AS INVESTORS FOCUS ON LATEST BATTLE WITH ALIBABA IN LOCAL SERVICES MARKET #MEITUAN $MPNGY #ALIBABA #AMAP $BABA https://t.co/QQAByrFbNy https://t.co/Zohsv0pRX0"  
[X Link](https://x.com/dyz_ob/status/1965968120134414493)  2025-09-11T02:38Z [---] followers, [----] engagements


"Alibaba has become a retail darling stock ❤ Bullish Mainland Chinese ownership in Alibaba smashes into another ATH at 9.39% as of 9/10/25. Already [-----] billion shares held through the #StockConnect program. $BABA https://t.co/fUyhlrFb4d https://t.co/hYGnM6BBM1 Mainland Chinese ownership in Alibaba smashes into another ATH at 9.39% as of 9/10/25. Already [-----] billion shares held through the #StockConnect program. $BABA https://t.co/fUyhlrFb4d https://t.co/hYGnM6BBM1"  
[X Link](https://x.com/dyz_ob/status/1965975992352256381)  2025-09-11T03:09Z [---] followers, [----] engagements


"First day $BABA AMAPs/Gaode Street Ranking tool already surpassing Meituan's Dianping's all time high.🤯"  
[X Link](https://x.com/dyz_ob/status/1966003995060879571)  2025-09-11T05:00Z [---] followers, [----] engagements


"Smart move by Joe Tsai $BABA is raising funds in USD to expand its data centers outside Chinamore cost-efficient than raising RMB and converting to USD. Alibaba Eyes $3.2 Billion Convertible Note Offering to Fuel Cloud Expansion $BABA looks like this timing was pretty intentional - with price double-topping at its March highs. https://t.co/XmtPvf7n3v Alibaba Eyes $3.2 Billion Convertible Note Offering to Fuel Cloud Expansion $BABA looks like this timing was pretty intentional - with price double-topping at its March highs. https://t.co/XmtPvf7n3v"  
[X Link](https://x.com/dyz_ob/status/1966026696760631794)  2025-09-11T06:31Z [---] followers, [---] engagements


"Since $BABA's earnings mainland CN investors buying Alibaba aggressively - at least according to my HK brokerage"  
[X Link](https://x.com/dyz_ob/status/1967443161988595916)  2025-09-15T04:19Z [---] followers, [----] engagements


"More system integration means more expanded markets for $BABA"  
[X Link](https://x.com/dyz_ob/status/1967787194468503565)  2025-09-16T03:06Z [---] followers, [----] engagements


""But we know without those tough days we can never be today." - Jack Ma Sep [----] $BABA's spark is back Jack Ma Returns to Hupan Garden: Birthplace of Alibaba. Mas Hangzhou apartment in [----] is where it all began for Alibaba. On the eve of the companys 20th birthday we took him back to to reflect on those early days and what it took to build Alibaba into what it is today. https://t.co/3WdzjLvhdb Jack Ma Returns to Hupan Garden: Birthplace of Alibaba. Mas Hangzhou apartment in [----] is where it all began for Alibaba. On the eve of the companys 20th birthday we took him back to to reflect on"  
[X Link](https://x.com/dyz_ob/status/1967803107875885355)  2025-09-16T04:09Z [---] followers, [---] engagements


"https://www.bloomberg.com/news/features/2025-09-15/jack-ma-returns-to-alibaba-s-campuses-in-bid-to-boost-china-s-tech-giantsrnd=homepage-asia&sref=mNfnDZCj https://www.bloomberg.com/news/features/2025-09-15/jack-ma-returns-to-alibaba-s-campuses-in-bid-to-boost-china-s-tech-giantsrnd=homepage-asia&sref=mNfnDZCj"  
[X Link](https://x.com/dyz_ob/status/1967803366563844265)  2025-09-16T04:10Z [---] followers, [--] engagements


"$BABA further invests in robotaxis 💵🐄"  
[X Link](https://x.com/dyz_ob/status/1968151494601085409)  2025-09-17T03:14Z [---] followers, [---] engagements


"$BABA's new open-source Agent AI model: Tongyi DeepResearch and getting a lot of attention"  
[X Link](https://x.com/dyz_ob/status/1968163389777350801)  2025-09-17T04:01Z [---] followers, [---] engagements


"Good run for $BABA and China stocks Time to consolidate and take a breather. 💪 Hang Seng Tech turns negative in the afternoon session following a 10-day run that added 13.5% to the key tech index. But dont expect this correction to last beyond this week. Fed rate cut gives Beijing room to ease at home and enact more stimulus especially after weak jobs https://t.co/elnYodHwzM Hang Seng Tech turns negative in the afternoon session following a 10-day run that added 13.5% to the key tech index. But dont expect this correction to last beyond this week. Fed rate cut gives Beijing room to ease at"  
[X Link](https://x.com/dyz_ob/status/1968569748796449126)  2025-09-18T06:56Z [---] followers, [---] engagements


"More robotics deals using $BABA's Qwen AI"  
[X Link](https://x.com/dyz_ob/status/1968573648450605273)  2025-09-18T07:11Z [---] followers, [---] engagements


"Potential JV in the works between $BABA AliExpress and SK's G-market"  
[X Link](https://x.com/dyz_ob/status/1968575305146339718)  2025-09-18T07:18Z [---] followers, [---] engagements


"$BABA pilots its new 'group-buying purchase model' via [--] gateways: Taobao Alipay and AMAPs/Gaode maps ahead of China's Golden Week holiday starting Oct 1"  
[X Link](https://x.com/dyz_ob/status/1968944370381377747)  2025-09-19T07:44Z [---] followers, [----] engagements


"Can $BABA expand its AI cloud market presence by the second half of 2025"  
[X Link](https://x.com/dyz_ob/status/1969741087331029481)  2025-09-21T12:30Z [---] followers, [----] engagements


"@lloydjamesross Meanwhile Citi has been a net seller of Alibaba past [--] months: 🙄"  
[X Link](https://x.com/dyz_ob/status/1969989942781899004)  2025-09-22T04:59Z [---] followers, [--] engagements


"Suspect more of these announcements as $BABA's Taobao expands its global reach. 🌎🌍🌏"  
[X Link](https://x.com/dyz_ob/status/1970063663928312136)  2025-09-22T09:52Z [---] followers, [---] engagements


"Good or bad ARK invest just loaded up on $BABA"  
[X Link](https://x.com/dyz_ob/status/1970312046404346218)  2025-09-23T02:19Z [---] followers, 15.3K engagements


"Big news for restaurants $BABA Amap/Gaode announces 1-year waiver of annual registration fees"  
[X Link](https://x.com/dyz_ob/status/1970379800377467229)  2025-09-23T06:48Z [---] followers, [---] engagements


"@AJButton2 It's like investing in a Asia Tech ETF. 🤑"  
[X Link](https://x.com/dyz_ob/status/1970420385549295830)  2025-09-23T09:30Z [---] followers, [---] engagements


"What is $BABA cooking 🤯 A patented chip design using 3D-stacked multi-die structure"  
[X Link](https://x.com/dyz_ob/status/1970698438812803385)  2025-09-24T03:54Z [---] followers, [----] engagements


"Seriously when is all the good news going to stop $BABA + $NVDA"  
[X Link](https://x.com/dyz_ob/status/1970742113433461080)  2025-09-24T06:48Z [---] followers, [----] engagements


"890 million monthly active users Insane scale. $BABA"  
[X Link](https://x.com/dyz_ob/status/1973966259118366847)  2025-10-03T04:20Z [---] followers, [----] engagements


"Worth a watch: $BABA's Joe Tsai interview. https://www.youtube.com/watchv=sp35RmulTDc https://www.youtube.com/watchv=sp35RmulTDc"  
[X Link](https://x.com/dyz_ob/status/1976097705056403532)  2025-10-09T01:29Z [----] followers, [----] engagements


"Bullish for $BABA How far ahead is China of the U.S. in AI development NVIDIA CEO: China way ahead on energy U.S. way ahead on chips China competitive on infrastructure China competitive on AI models China way ahead in open-source models U.S. frontier models better overall https://t.co/M922cNc8Mx How far ahead is China of the U.S. in AI development NVIDIA CEO: China way ahead on energy U.S. way ahead on chips China competitive on infrastructure China competitive on AI models China way ahead in open-source models U.S. frontier models better overall https://t.co/M922cNc8Mx"  
[X Link](https://x.com/dyz_ob/status/1976111135620489224)  2025-10-09T02:23Z [---] followers, [----] engagements


"Huge $BABA 🏀 ALIBABA CLOUD NBA CHINA ANNOUNCE MULTI-YEAR COLLABORATION FOR AI AND CLOUD SERVICES. ALIBABA CLOUD TO DEVELOP APPLICATIONS TO ENHANCE FAN EXPERIENCE ON NBA APP IN CHINA INCLUDING PROPRIETARY AI MODEL BASED ON QWEN SERIES. ALIBABA CLOUD BECOMES OFFICIAL CLOUD COMPUTING AND AI https://t.co/k3w5zSLIGV ALIBABA CLOUD NBA CHINA ANNOUNCE MULTI-YEAR COLLABORATION FOR AI AND CLOUD SERVICES. ALIBABA CLOUD TO DEVELOP APPLICATIONS TO ENHANCE FAN EXPERIENCE ON NBA APP IN CHINA INCLUDING PROPRIETARY AI MODEL BASED ON QWEN SERIES. ALIBABA CLOUD BECOMES OFFICIAL CLOUD COMPUTING AND AI"  
[X Link](https://x.com/dyz_ob/status/1976122806833381574)  2025-10-09T03:09Z [---] followers, [---] engagements


"Qwen's core strategy unchanged: more and larger-scale training is the key path forward. Bullish $BABA Talk from Wenting Zhao of Qwen on their plans during COLM. Seems like [--] word is the plan still: scaling training up Lets go. https://t.co/saNdeyvGjC Talk from Wenting Zhao of Qwen on their plans during COLM. Seems like [--] word is the plan still: scaling training up Lets go. https://t.co/saNdeyvGjC"  
[X Link](https://x.com/dyz_ob/status/1976525788771176957)  2025-10-10T05:50Z [---] followers, [---] engagements


"Surge in international brands entering the China market through $BABA's Tmall Global platform. 🚀"  
[X Link](https://x.com/dyz_ob/status/1976553720830923089)  2025-10-10T07:41Z [---] followers, [---] engagements


"@AJButton2 I'm adding big time at HKD$120-HKD$140 range if it gets to that level"  
[X Link](https://x.com/dyz_ob/status/1976895249667833884)  2025-10-11T06:18Z [----] followers, [---] engagements


"Excellent article $BABA for the win if you can ride out the tariff war volatility. Glad to share thoughts with SCMP on how China's AI playbook differs from the US. Many thanks to @vince_chow1 for the thoughtful reporting and sharp framing. 👉 https://t.co/5frtJ6z1m7 https://t.co/kELNHbR2LL Glad to share thoughts with SCMP on how China's AI playbook differs from the US. Many thanks to @vince_chow1 for the thoughtful reporting and sharp framing. 👉 https://t.co/5frtJ6z1m7 https://t.co/kELNHbR2LL"  
[X Link](https://x.com/dyz_ob/status/1977357950642479583)  2025-10-12T12:57Z [----] followers, [----] engagements


"$BABA's Singles Day to kick-off from Nov [--] to Dec [--] This time AliExpress is supporting both independent sellers (Point-of-Presence) and fully managed suppliers at the same time"  
[X Link](https://x.com/dyz_ob/status/1977967806617632887)  2025-10-14T05:20Z [----] followers, [----] engagements


"Qwen3-VL series model is now available in 4b and 8b versions Are we going to see $BABA's Qwen AI in robots and China Apple phones soon 🤔"  
[X Link](https://x.com/dyz_ob/status/1978263821287637304)  2025-10-15T00:57Z [----] followers, [----] engagements


"Exciting developments in the world of AI particularly around on-device inference efficient large language models (LLMs) and the enabling capabilities of consumer hardware like the latest iPhones and iPads. $BABA $AAPL Qwen is absolutely savage. This is what the robotic & edge computing mkt need. If the OpenBMB video is accurate then Qwen3-VL 8B should be able to run comfortably off latest iPad or iPhone. It looks like even 4B version is quite competent. That you can run on a device w/ lower Qwen is absolutely savage. This is what the robotic & edge computing mkt need. If the OpenBMB video is"  
[X Link](https://x.com/dyz_ob/status/1978268089759281662)  2025-10-15T01:14Z [----] followers, [----] engagements


"$BABA positioning itself at the forefront of the next frontier 🤖"  
[X Link](https://x.com/dyz_ob/status/1978281701601161596)  2025-10-15T02:08Z [----] followers, [----] engagements


"Oversimplified. CPI measures the average change over time in prices paid by urban consumers for a market basket of consumer goods and services. Its a measure of inflation or deflation not consumer spending. A negative CPI (i.e. deflation) means prices are falling on average not that consumers aren't spending"  
[X Link](https://x.com/dyz_ob/status/1978389913973522739)  2025-10-15T09:18Z [----] followers, [---] engagements


"Taobaos Singles Day Flash Sale Sees Coffee Orders Up Eightfold Multiple Categories Double YoY on First Day Great start $BABA 🚀"  
[X Link](https://x.com/dyz_ob/status/1978784172765491520)  2025-10-16T11:24Z [----] followers, [----] engagements


"$BABA analyst re-ratings begins"  
[X Link](https://x.com/dyz_ob/status/1889906509875912758)  2025-02-13T05:16Z [----] followers, [---] engagements


"$BABA $APPL collab is confirmed"  
[X Link](https://x.com/dyz_ob/status/1889926757043892261)  2025-02-13T06:37Z [---] followers, [---] engagements


"@CompoundinGirl $BABA fell broadly with the rest of the Hang Seng/HS Tech Index EOD. Property stocks sell off spooked everyone So it was market driven so don't think this shoot star candle means Baba's bull run is over by any means"  
[X Link](https://x.com/dyz_ob/status/1889985292117172700)  2025-02-13T10:29Z [---] followers, [---] engagements


"Three catalysts to propel $BABA higher this week/next week: [--]. Michael Burry 13F [--]. China symposium with Jack Ma and President Xi [--]. Blowout earnings on Feb [--]. Who's with me 🚀😂"  
[X Link](https://x.com/dyz_ob/status/1890286490183450818)  2025-02-14T06:26Z [---] followers, [---] engagements


"@zoomyzoomm @CompoundinGirl @nataninvesting @BrianTycangco @pandawatch88 @dirtygreenpaper @MadsCapital @Citrini7 @blondesnmoney Done Added a few more follows thx"  
[X Link](https://x.com/dyz_ob/status/1890601673350910205)  2025-02-15T03:18Z [---] followers, [--] engagements


"@ECOWARRIORSS Yup Chinese know climate change is real and doing something about it Yet rest of the Western world don't want China to succeed. It's madness"  
[X Link](https://x.com/dyz_ob/status/1894720209078178062)  2025-02-26T12:04Z [---] followers, [--] engagements


"HSBC Research indicates USA priority investment policy will likely have limited impact on China stocks. incl. $BABA too"  
[X Link](https://x.com/dyz_ob/status/1894957738264011136)  2025-02-27T03:48Z [---] followers, [---] engagements


"Nice bounce back by $BABA in the HK markets 🔥🔥🔥"  
[X Link](https://x.com/dyz_ob/status/1895000036360233462)  2025-02-27T06:36Z [---] followers, [--] engagements


"@BrianTycangco Way to go $BABA"  
[X Link](https://x.com/dyz_ob/status/1895001781568184625)  2025-02-27T06:43Z [---] followers, [---] engagements


"Don't know the name of the Terrific Ten 👇 [--]. Alibaba ( $BABA [--]. Tencent $TCEHY) [--]. Meituan $MPNGY) [--]. Xiaomi $XIACY) [--]. BYD (Z$BYDDY [--]. NetEase ( $NTES [--]. Geely $GELYF) [--]. ( $JD [--]. Baidu ( $BIDU [--]. Semiconductor Manufacturing International Corporation http://0981.HK http://9888.HK http://9618.HK http://JD.com http://0175.HK http://9999.HK http://1211.HK http://1810.HK http://3690.HK http://0700.HK http://9988.HK http://1211.HK http://1810.HK http://3690.HK http://0700.HK http://9988.HK China's 'Terrific Ten' vs. the US' 'Magnificent Seven' so far in 2025: https://t.co/FfHbhQWFmE"  
[X Link](https://x.com/dyz_ob/status/1897825819797733799)  2025-03-07T01:45Z [----] followers, [---] engagements


""Alibaba $BABA is one of the deepest computer science companies in the world. This is one of the under-appreciated capability in China. China is one of the few regions in the world where deep expertise and deep tech but also computer science. Alibaba has been an AI company since the very beginning." - Jensen Huang Nvidia CEO http://9988.HK http://9988.HK Jensen - no question i will be working in [----] Me - how big $NVDA will be in [--] years https://t.co/86uGg9SGws http://9988.HK http://9988.HK Jensen - no question i will be working in [----] Me - how big $NVDA will be in [--] years"  
[X Link](https://x.com/dyz_ob/status/1950079532695945478)  2025-07-29T06:22Z [----] followers, [----] engagements


"$BABA BREAKING: Amap launches "Aerial Amap" in Longgang Shenzhen pioneering integrated air-to-ground digital mapping for low-altitude economy. http://9988.HK http://9988.HK"  
[X Link](https://x.com/dyz_ob/status/1950829107706806656)  2025-07-31T08:01Z [----] followers, [--] engagements


"Huge win for $BABA http://9988.HK http://9988.HK"  
[X Link](https://x.com/dyz_ob/status/1952641393341743119)  2025-08-05T08:02Z [----] followers, [--] engagements


"$BABA Bullish http://9988.HK http://9988.HK"  
[X Link](https://x.com/dyz_ob/status/1952691026943938636)  2025-08-05T11:19Z [----] followers, [--] engagements


"Breaking: Chinese unicorn Alibaba Cloud team up to deploy new AI agent $BABA via @SCMPNews https://sc.mp/cerzrutm_source=twitter&utm_campaign=3322557&utm_medium=share_widget http://9988.HK http://Z.ai https://sc.mp/cerzrutm_source=twitter&utm_campaign=3322557&utm_medium=share_widget http://9988.HK http://Z.ai"  
[X Link](https://x.com/dyz_ob/status/1958364673872625928)  2025-08-21T03:04Z [----] followers, [---] engagements


"Hard to disagree with this YouTuber TokyoAlphaMind on $BABA's future AI and Cloud growth. The Market Is Sleeping on Alibaba ($BABA). Here's Why. via @YouTube https://youtu.be/T1TTlrqBpoosi=aiEG7Fzj6bbVf1ML https://youtu.be/T1TTlrqBpoosi=aiEG7Fzj6bbVf1ML"  
[X Link](https://x.com/dyz_ob/status/1959626346172497956)  2025-08-24T14:38Z [----] followers, [---] engagements


"Go $BABA AI = Alibaba Intelligence 🥰"  
[X Link](https://x.com/dyz_ob/status/1961383064158036338)  2025-08-29T10:58Z [----] followers, [---] engagements


"Go $BABA Execution is on another level"  
[X Link](https://x.com/dyz_ob/status/1970315559435936047)  2025-09-23T02:33Z [----] followers, [----] engagements


""AGI is not the end of development but rather a new starting point. AI will not stop at AGI; it will progress toward a super artificial intelligence industry capable of self-iterating and surpassing human intelligence" - $BABA CEO Eddie Wu [----] Yunqi Conference"  
[X Link](https://x.com/dyz_ob/status/1970675383474508082)  2025-09-24T02:23Z [----] followers, [---] engagements


"😲 $BABA ALIBABA'S EDDIE WU: QWEN WILL BE THE NEXT ANDROID $BABA https://mktnews.com/flashDetail.htmlid=0199798b-a883-7cc5-9c77-d01b89d13241 https://mktnews.com/flashDetail.htmlid=0199798b-a883-7cc5-9c77-d01b89d13241"  
[X Link](https://x.com/dyz_ob/status/1970676786922234127)  2025-09-24T02:28Z [----] followers, [---] engagements


"$BABA's first Shanghai store of Taobao Vision Future Flagship Store has opened officially launching its nationwide expansion"  
[X Link](https://x.com/dyz_ob/status/1972472752532812209)  2025-09-29T01:25Z [----] followers, [----] engagements


"Qwen [--] rocks $BABA qwen3 VL instruct is 2nd on the vision leaderboard been very long since we've had an open VLM competitive with proprietary ones https://t.co/Zup5c5hCkj qwen3 VL instruct is 2nd on the vision leaderboard been very long since we've had an open VLM competitive with proprietary ones https://t.co/Zup5c5hCkj"  
[X Link](https://x.com/dyz_ob/status/1975363804243632297)  2025-10-07T00:53Z [----] followers, [---] engagements


"$BABA's multi-year NBA partnership will demonstrate the true power of owning an integrated full-stack AI ecosystem: It's all about applications"  
[X Link](https://x.com/dyz_ob/status/1976251271893184801)  2025-10-09T11:39Z [----] followers, [----] engagements


"While $BABA takes a breather a reminder why you bought the stock in the first place:"  
[X Link](https://x.com/dyz_ob/status/1976540891679707294)  2025-10-10T06:50Z [----] followers, [----] engagements


"Bullish $KWEB $HSI $BABA"  
[X Link](https://x.com/dyz_ob/status/1977570649934790684)  2025-10-13T03:02Z [----] followers, [----] engagements


"Ant Group (part of $BABA) just released a new free tool called "dInfer". Here's why it's a big deal: - Most current AI models (like ChatGPT etc.) are called autoregressive models i.e. generate one word at a time. - It's a new type of AI model called a diffusion model. Instead of writing one word at a time they can "sketch'' a whole sentence (like MidJourney or Dall-E for images). - It's not just about speed but explores future more capable AI models (faster than ChatGPT Qwen). - Result: faster Chatbot responses code-writing mobile/local AI apps future AI assistants (think Jarvis from Iron Man"  
[X Link](https://x.com/dyz_ob/status/1977880311464899042)  2025-10-13T23:33Z [----] followers, [----] engagements


""China has two unique advantages: proliferation of consumer applications and a big manufacturing base that provides all the great industrial data to develop good AI" - Alibaba chairman Joe Tsai $BABA $KWEB $HSI https://www.scmp.com/tech/article/3328866/us-china-leaders-will-avoid-race-bottom-trade-alibabas-joe-tsai-says https://www.scmp.com/tech/article/3328866/us-china-leaders-will-avoid-race-bottom-trade-alibabas-joe-tsai-says"  
[X Link](https://x.com/dyz_ob/status/1977890613904445757)  2025-10-14T00:14Z [----] followers, [----] engagements


"Impressive $BABA is 2nd and has equity stake in and Either way Alibaba wins.🥇 http://Moonshot.ai http://Z.ai All top open-weight models are now Chinese https://t.co/GxLGMfm5rk http://Moonshot.ai http://Z.ai All top open-weight models are now Chinese https://t.co/GxLGMfm5rk"  
[X Link](https://x.com/dyz_ob/status/1977969578887070072)  2025-10-14T05:27Z [----] followers, [----] engagements


"Scary day in the markets China retaliates against US's Section [---] shipping fees stoking further fear. CLSA expects any further escalation should have limited impact on $BABA (and Tencent's) business. Let's see if fundamentals can ride out negative sentiment. I'll be loading up the truck IF it crosses below HKD140"  
[X Link](https://x.com/dyz_ob/status/1977985659504865780)  2025-10-14T06:31Z [----] followers, [----] engagements


""We have Alibaba and Baidu. Specifically Alibaba is in a prime position to accelerate. This is an AI arms race playing out. That's bullish from an investor perspective whether it's China or US" -- Dan Ives Wedbush $BABA $BIDU https://www.youtube.com/watchv=JIe9Xuoqm2Y https://www.youtube.com/watchv=JIe9Xuoqm2Y"  
[X Link](https://x.com/dyz_ob/status/1979012788950282336)  2025-10-17T02:33Z [----] followers, [----] engagements


"Eddie Wu Alibaba Cloud CEO/Chairman: We remain committed to open-sourcing Qwen and shaping it into the operating system of the AI era'." $BABA The latest Qwen [--] VL by @Alibaba_Qwen running on iPhone [--] Pro with MLX Qwen [--] VL brings upgraded visual understanding recognition and OCR capabilities without sacrificing text performance like previous models The 4B model here is close to Qwen [---] VL 72B in many benchmarks https://t.co/yRpZdT1z7b The latest Qwen [--] VL by @Alibaba_Qwen running on iPhone [--] Pro with MLX Qwen [--] VL brings upgraded visual understanding recognition and OCR capabilities"  
[X Link](https://x.com/dyz_ob/status/1979795641179206127)  2025-10-19T06:23Z [----] followers, [----] engagements


"Alibaba fuels stock gains in HK's property market. $BABA"  
[X Link](https://x.com/dyz_ob/status/1980180576603906129)  2025-10-20T07:53Z [----] followers, [---] engagements


"Alibaba's Quark secretly launches 'Project C' rumored to be a series of dialogue-based interaction/conversational AI applications. $BABA"  
[X Link](https://x.com/dyz_ob/status/1980212349987615016)  2025-10-20T09:59Z [----] followers, [----] engagements


"Interesting take on $BABA vs other China AI plays. When ByteDance brags about [--] trillion tokens and Alibaba touts $4.6B in revenue theyre not competing. Theyre building parallel AI economies. One bets on developer velocity. The other on enterprise lock-in. Both can win. Heres how: https://t.co/eQrkDpViFn When ByteDance brags about [--] trillion tokens and Alibaba touts $4.6B in revenue theyre not competing. Theyre building parallel AI economies. One bets on developer velocity. The other on enterprise lock-in. Both can win. Heres how: https://t.co/eQrkDpViFn"  
[X Link](https://x.com/dyz_ob/status/1980420064932438317)  2025-10-20T23:45Z [----] followers, [----] engagements


"Baidu and Alibaba Are Set to Enter the AI Glasses Market Intensifying Competition 👓 $BABA $BIDU Source: STAR Market Daily"  
[X Link](https://x.com/dyz_ob/status/1980426633124397134)  2025-10-21T00:11Z [----] followers, [----] engagements


"Alibabas Singles Day shows faster growth as [--] brands hit US$14 million in an hour $BABA https://www.scmp.com/tech/big-tech/article/3329770/alibabas-singles-day-shows-faster-growth-80-brands-hit-us14-million-hour https://www.scmp.com/tech/big-tech/article/3329770/alibabas-singles-day-shows-faster-growth-80-brands-hit-us14-million-hour https://www.scmp.com/tech/big-tech/article/3329770/alibabas-singles-day-shows-faster-growth-80-brands-hit-us14-million-hour https://www.scmp.com/tech/big-tech/article/3329770/alibabas-singles-day-shows-faster-growth-80-brands-hit-us14-million-hour"  
[X Link](https://x.com/dyz_ob/status/1980622684884291710)  2025-10-21T13:10Z [----] followers, [----] engagements


"Great insight Bullish $BABA. 🌩 Alibaba Cloud: Dual Runway in Chinas Cloud and AI Boom While the U.S. cloud market is largely mature Chinas ecosystem still has massive headroom and $BABA sits right at the intersection of both cloud infrastructure catch-up and early-stage AI adoption. https://t.co/LrwquEyw2Z 🌩 Alibaba Cloud: Dual Runway in Chinas Cloud and AI Boom While the U.S. cloud market is largely mature Chinas ecosystem still has massive headroom and $BABA sits right at the intersection of both cloud infrastructure catch-up and early-stage AI adoption. https://t.co/LrwquEyw2Z"  
[X Link](https://x.com/dyz_ob/status/1980813053634711706)  2025-10-22T01:46Z [----] followers, [----] engagements


"$BABA's stock price should be higher The market dropped. Qwen and DeepSeek are still making profit. The Strawberry Feel the AGI You can just make things Pivot to porn Chromium wrapper guy has lost 70%. https://t.co/8oH2GSrXb8 The market dropped. Qwen and DeepSeek are still making profit. The Strawberry Feel the AGI You can just make things Pivot to porn Chromium wrapper guy has lost 70%. https://t.co/8oH2GSrXb8"  
[X Link](https://x.com/dyz_ob/status/1981189719817146588)  2025-10-23T02:43Z [----] followers, [----] engagements


"Alibaba to Launch Pre-Sale of Quark AI Glasses Advancing the Commercialization of Artificial Intelligence Applications It's here $BABA Quark AI glasses👓"  
[X Link](https://x.com/dyz_ob/status/1981243599842054348)  2025-10-23T06:17Z [----] followers, [----] engagements


"Source: https://www.alizila.com/alibabas-quark-launches-ai-chat-assistant-powered-by-qwen-model/ https://www.alizila.com/alibabas-quark-launches-ai-chat-assistant-powered-by-qwen-model/"  
[X Link](https://x.com/dyz_ob/status/1981259625090732113)  2025-10-23T07:21Z [----] followers, [---] engagements


"More Cathy Wood purchase of $BABA $BIDU for her ARK ETF funds including innovation auto & robotics next-gen Internet and fintech. Maybe she's making a good bet this time 😂"  
[X Link](https://x.com/dyz_ob/status/1981534853649818080)  2025-10-24T01:34Z [----] followers, [----] engagements


"So Qwen can trade real-life markets returning 51% in a week🤯That's almost as good as the average $BABA investor. 😂 What is AlphaArena: 👇 AlphaArena is a benchmark platform designed to measure the investing abilities of AI models: [--]. It evaluates how well AI models perform in live markets by giving each model $10000 of real money to trade in real markets. [--]. Unlike traditional benchmarks that use static data or theoretical scenarios Alpha Arena tests AI performance in dynamic and real-world trading environments. [--]. The performance of the models is tracked on a public leaderboard measuring"  
[X Link](https://x.com/dyz_ob/status/1981538153564688756)  2025-10-24T01:48Z [----] followers, [----] engagements


"@BrianTycangco Rather buy a refiner if there is such a thing in the US"  
[X Link](https://x.com/dyz_ob/status/1982797336964120740)  2025-10-27T13:11Z [----] followers, [---] engagements


"@BrianTycangco Lynas has been around for years. I read that they only can refine light REs"  
[X Link](https://x.com/dyz_ob/status/1982798727904432383)  2025-10-27T13:17Z [----] followers, [---] engagements


"This bodes well ahead of $BABA earnings: China Internet Sector Poised for 4Q Sales Growth on Shopping Festival"  
[X Link](https://x.com/dyz_ob/status/1983370641060573594)  2025-10-29T03:09Z [----] followers, [----] engagements


"Charlie Munger's Alibaba $BABA shares are still in play"  
[X Link](https://x.com/dyz_ob/status/1983376092447813850)  2025-10-29T03:31Z [----] followers, [----] engagements


"Source paywalled: https://www.barrons.com/articles/berkshire-hathaway-charlie-munger-daily-journal-stock-fee67f8fmod=hp_WIND_A_1_3 https://www.barrons.com/articles/berkshire-hathaway-charlie-munger-daily-journal-stock-fee67f8fmod=hp_WIND_A_1_3"  
[X Link](https://x.com/dyz_ob/status/1983376250396877155)  2025-10-29T03:32Z [----] followers, [---] engagements


"Meet the young talent scaling Alibabas AI future at Tongyi Lab developer of Qwen models A look at the achievements and research directions of the lead architects at Alibabas core AI engineering team $BABA https://www.scmp.com/tech/big-tech/article/3330653/meet-young-talent-scaling-alibabas-ai-future-tongyi-lab-developer-qwen-models https://www.scmp.com/tech/big-tech/article/3330653/meet-young-talent-scaling-alibabas-ai-future-tongyi-lab-developer-qwen-models https://www.scmp.com/tech/big-tech/article/3330653/meet-young-talent-scaling-alibabas-ai-future-tongyi-lab-developer-qwen-models"  
[X Link](https://x.com/dyz_ob/status/1983378079298007450)  2025-10-29T03:39Z [----] followers, [---] engagements


"China tech companies (e.g. $BABA $JD $BIDU $NTES) originally listed in the US to raise money and gain global recognition. But now becoz of tensions between China-US stricter US regulations and unpredictable market swings these companies are looking for safer and more familiar places to list their shares. Hong Kong is stepping up to become that backup option. By updating its stock listing rules -- such as allowing dual-class share structures which let founders keep control -- HK aims to attract China tech firms so they can raise funds and grow without depending only on American markets. 👇"  
[X Link](https://x.com/dyz_ob/status/1983688855284023332)  2025-10-30T00:14Z [----] followers, [----] engagements


"Great result for AWS A good sign for $BABA's AI/Cloud biz. Amazon Web Services (AWS) revenue rose 20% YoY to $33B in Q3 surpassing analysts 18% estimate and marking its largest annual increase since [----]. Shares jumped about 10% in extended trading. https://mktnews.com/flashDetail.htmlid=019a36c2-29c1-7ccb-ae5a-4b94fae21e59 https://mktnews.com/flashDetail.htmlid=019a36c2-29c1-7ccb-ae5a-4b94fae21e59"  
[X Link](https://x.com/dyz_ob/status/1984033837584961975)  2025-10-30T23:05Z [----] followers, [----] engagements


"By [----] AliExpress and TEMU are projected to rank among the top [--] global e-commerce platforms by traffic according to We Are Social's average monthly visit data from JunAug [----]. Interesting to see where $BABA will stand in [--] years"  
[X Link](https://x.com/dyz_ob/status/1984109569031934174)  2025-10-31T04:05Z [----] followers, [----] engagements


"$BABA for the win Season [--] of Alpha Arena has officially ended. Qwen [--] MAX pulled ahead at the very end to secure the win so congrats to the @Alibaba_Qwen team Thanks to everyone who tuned in to our first experiment in understanding how LLMs handle the noisy adversarial non-stationary world of https://t.co/NMysYylped Season [--] of Alpha Arena has officially ended. Qwen [--] MAX pulled ahead at the very end to secure the win so congrats to the @Alibaba_Qwen team Thanks to everyone who tuned in to our first experiment in understanding how LLMs handle the noisy adversarial non-stationary world of"  
[X Link](https://x.com/dyz_ob/status/1985486241304101172)  2025-11-03T23:16Z [----] followers, [----] engagements


"Bernstein: Tencent Alibaba Seen as Key Picks for Chinese AI Exposure"  
[X Link](https://x.com/dyz_ob/status/1985649403231944795)  2025-11-04T10:04Z [----] followers, [---] engagements


"Some Alibaba news forthcoming later today👇 $BABA's Gaode/AutoNavi Reportedly Collaborates with XPeng to Restart Robotaxi Project http://09868.HK http://09868.HK http://09868.HK http://09868.HK"  
[X Link](https://x.com/dyz_ob/status/1985871475908493405)  2025-11-05T00:47Z [----] followers, [----] engagements


"China's unofficial PMI numbers showing fifth consecutive month of private sector growth. $HSI $KWEB $FXI $MCHI"  
[X Link](https://x.com/dyz_ob/status/1985888694696599609)  2025-11-05T01:55Z [----] followers, [----] engagements


"Alibaba $BABA Cloud named a leader in two Gartner reports"  
[X Link](https://x.com/dyz_ob/status/1985919907192856768)  2025-11-05T03:59Z [----] followers, [----] engagements


"Excellent $BABA"  
[X Link](https://x.com/dyz_ob/status/1985955853925794207)  2025-11-05T06:22Z [----] followers, [----] engagements


"$BABA's AutoNavi partners with XPeng to enter the autonomous driving sector aiming to build the world's largest Robotaxi aggregation platform"  
[X Link](https://x.com/dyz_ob/status/1986004254180638948)  2025-11-05T09:34Z [----] followers, [----] engagements


"Robotaxi stocks in freefall today. WeRide down down Xpeng down. Yet $BABA HK stocks are up. interestingly all three autonomous AI apps are integrated into Alibaba's AMAPs/Gaode Can't lose. http://Pony.AI WeRide Pony AI both tumble on Hong Kong stock market debut As of press time WeRide fell [-----] percent and Pony AI dropped [-----] percent. https://t.co/CeaWZB2ASl 👇 http://Pony.AI WeRide Pony AI both tumble on Hong Kong stock market debut As of press time WeRide fell [-----] percent and Pony AI dropped [-----] percent. https://t.co/CeaWZB2ASl 👇"  
[X Link](https://x.com/dyz_ob/status/1986270330642702537)  2025-11-06T03:12Z [----] followers, [----] engagements


"Go $BABA 🚀"  
[X Link](https://x.com/dyz_ob/status/1986279759563878882)  2025-11-06T03:49Z [----] followers, [----] engagements


"$BABA's rider uniform initiative: smart PR & CSR to boost brand and reputation 👇 Taobao Instant Provides Free New Uniforms to One Million Delivery Riders Nationwide"  
[X Link](https://x.com/dyz_ob/status/1986579244982636569)  2025-11-06T23:39Z [----] followers, [----] engagements


"Source: https://www.alizila.com/loreal-china-and-alibaba-cloud-announce-full-stack-ai-collaboration-to-accelerate-beauty-innovation-and-efficiency/ https://www.alizila.com/loreal-china-and-alibaba-cloud-announce-full-stack-ai-collaboration-to-accelerate-beauty-innovation-and-efficiency/"  
[X Link](https://x.com/dyz_ob/status/1986625002968653842)  2025-11-07T02:41Z [----] followers, [---] engagements


"China's official CPI turned from a decline to an increase while the PPIs rate of decrease narrowed. $HSI $KWEB $FXI $MCHI"  
[X Link](https://x.com/dyz_ob/status/1987395315897622538)  2025-11-09T05:42Z [----] followers, [----] engagements


"@the_zack_zhu Cool. Hope you're having a great time. Have you been able to check out the Taobao Instant Purchase or AMAPs/Gaode apps"  
[X Link](https://x.com/dyz_ob/status/1987721983061332234)  2025-11-10T03:20Z [----] followers, [--] engagements


"AI is also unlikely to become a transformative growth driver for JD's e-commerce business. $BABA $JD Note: JD reports earnings on Thurs [--] Nov"  
[X Link](https://x.com/dyz_ob/status/1987794832832802979)  2025-11-10T08:09Z [----] followers, [----] engagements


"@BrianTycangco Interestingly $BABA owns 5% of $XPEV shares"  
[X Link](https://x.com/dyz_ob/status/1988074606335586645)  2025-11-11T02:41Z [----] followers, [---] engagements


"Southbound flows propel top Hong Kong stocks beyond HKD [--] Trillion key [----] investment targets revealed $HSI $KWEB $FXI $MCHI $BABA $TCEHY $MPNGY"  
[X Link](https://x.com/dyz_ob/status/1988177142350586207)  2025-11-11T09:29Z [----] followers, [---] engagements


"JP Morgan maintains $BABA with Buy Rating maintains target price $240"  
[X Link](https://x.com/dyz_ob/status/1988224591207297401)  2025-11-11T12:37Z [----] followers, [----] engagements


"AliExpress Unveils Faster Shipping Brand+ Channel New AI Tools and Big Savings During [-----] Shopping Festival $BABA - Faster deliveries to USA (from [--] to [--] days) - More trusted brands - AI-powered shopping tools - Extra discounts w/ PayPal https://prn.to/4qW0NTd https://prn.to/4qW0NTd"  
[X Link](https://x.com/dyz_ob/status/1988405066714542473)  2025-11-12T00:34Z [----] followers, [---] engagements


"Love it or hate it Cathy Wood's ARK Invest funds allocated more China stocks. $BABA $BIDU"  
[X Link](https://x.com/dyz_ob/status/1988416074069737945)  2025-11-12T01:18Z [----] followers, [----] engagements


"Bullish $BABA 🚀 Marriott International will be deepening its partnership w/ Alibaba. It will use AliCloud infrastructure & data. Will also integrate Qwen models to upgrade marketing & customer services. Marriott will also increase usage of DingTalk to improve hotel employee efficiency. https://t.co/CF5YzW4YGw Marriott International will be deepening its partnership w/ Alibaba. It will use AliCloud infrastructure & data. Will also integrate Qwen models to upgrade marketing & customer services. Marriott will also increase usage of DingTalk to improve hotel employee efficiency."  
[X Link](https://x.com/dyz_ob/status/1988416698723270706)  2025-11-12T01:20Z [----] followers, [----] engagements


"Alibaba Cloud/AI is one of the earnings metrics the market will be fixated on Looking good for $BABA"  
[X Link](https://x.com/dyz_ob/status/1988438450924913004)  2025-11-12T02:47Z [----] followers, [----] engagements


"The Quark AI glasses will be officially launched on November [--]. 👓 $BABA"  
[X Link](https://x.com/dyz_ob/status/1988505365387047111)  2025-11-12T07:13Z [----] followers, [----] engagements


"Alibaba $BABA Will announce its Q3 [----] financial results as of the end of September [----] on November [--] [----] http://09988.HK http://09988.HK"  
[X Link](https://x.com/dyz_ob/status/1988535116335841368)  2025-11-12T09:11Z [----] followers, [----] engagements

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