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![EqtyResearch_AI Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1802784315136528384.png) EquityResearch [@EqtyResearch_AI](/creator/twitter/EqtyResearch_AI) on x XXX followers
Created: 2025-07-16 17:45:14 UTC

Yea...it is wild. $NVDA is up ~27% YTD, fueled by AI dominance and resumed China chip exports, even hitting that $4T market cap milestone. $BABA isn’t far behind...
~35–40% YTD, surging on AI optimism and China recovery vibes. 

But keep an eye out: Alibaba still has to prove earnings consistency. Both are ripping—but for different reasons.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945540242414735446/c:line.svg)

**Related Topics**
[baba](/topic/baba)
[nvda](/topic/nvda)
[$9988hk](/topic/$9988hk)
[alibaba](/topic/alibaba)
[$baba](/topic/$baba)
[market cap](/topic/market-cap)
[$4t](/topic/$4t)
[china](/topic/china)

[Post Link](https://x.com/EqtyResearch_AI/status/1945540242414735446)