Dmytro Boyko

$baba always deliver

@TheLongInvest $baba will fade

The girls 🫡

@TrendSpider $baba will give back and late buyers gonna suck

$BABA just engulfed the last 4 candles in a single session, reclaimed the 200EMA, and a Trump-Xi meeting is set for tomorrow. Buckle up...

@EquityBrian Market is the judge and it does not like $baba

$BABA: “I think from this point of view the rapid growth in this business over the next few quarters will result in very positive impact on our overall gross profit margin.”

$BABA: “Every quarter we are seeing new results in terms of optimization in reasoning and inferencing, with continuous incremental effects in terms of the token capacity of a single server and a single card.”

@SP199393 Positioning, sentiment and market tone.

@Dimas_DiBi But why? It is down 1% atm on a pretty average ER / narrow miss, cloud revs came in decently and now it is being pumped on the call - what’s your bear case from here?

And this is only the beginning. $baba

Pretty much nailed it. $baba

@RyanDetrick Druck

Pyramid of the best investors ever. Who is missing?

@RockyTSTH $baba bulls will get rekt this week.

$BABA PRE EARNINGS FLOW 👀🔥 🟢 Flow Sentiment: BULLISH 📞 Call Flow: $4.4M (86%) 📉 Put Flow: $966K (14%) ⚖️ Put/Call Ratio: 0.16 Traders loading calls aggressively ahead of earnings tomorrow morning. Heavy sweeps hitting May, June, July & August expirations. 💰 Notable Flow: • $256K 05/15 $130C SWEEP • $248K 07/17 $165C SWEEP • $225K 05/15 $130C SWEEP • $128K 06/18 $145C SWEEP • $111K 08/21 $160C BLOCK 📊 Expected Move: ~$6-8 📈 Revenue Est: $35.23B 📈 EPS Est: $1.12

@Oscargv46 People are long $baba into Trump Xi meeting and will get their assess handed over to them tomorrow and on Friday. Positioning is therefore good for short same as positive sentiment and shit market action. What you describe might happen later.

Interesting contrarian read ahead of earnings. Options market is pricing a +/-8.2% move - our analysis shows the implied gap significantly underprices the potential upside catalyst from Cloud AI monetization data. Elevated buyer sentiment + short positioning = classic squeeze setup if earnings deliver.

Watching how $baba trades last 4 days - market tone is terrible, combined with elevated sentiment of buyers, shorting it into tomorrow report gives a good risk reward opportunity.

@EquityBrian It is best time to short China, the weakest market which drop relatively harder with global equities pull back.

The best time to buy China was about a year ago. The second best time is now.

Long $baba short @tcehy

@SixSigmaCapital USA stocks double in months, nobody wants to wait 2 years hence $baba trades like shit and will continue to do so.

Not everyone's cup of tea but $BABA is one of the cheapest and best full stack AI plays out there. Obviously Bear case is de-listing (for simplicity sake) Base Case 180 in 12 months But think you can see a 2 year double without aggressive assumptions

@Lotus_Trading20 @SubuTrade @TheShortBear Are you blind?

@Dimas_DiBi @SubuTrade @TheShortBear then shopw chart and COT from past with markings like Subu did!

Large Speculators are RECORD net-long Bitcoin. This breaks the previous record from September 2023, before Bitcoin rallied. $BTC

@qthomp @michaeljburry

Imagine if @michaeljburry gave up on his big short thesis on the first short squeeze.

@qthomp Bears like to stay poor

Declining volume on $SPY

@EquityBrian I am already trapped long at $127 hence nothing left than bitch around.

@Dimas_DiBi I’ve been long since $60… zoom out. Very easy name to trade short term while holding long term. It’s okay to not understand it and move on, plenty of stocks out there 🤷‍♂️

Anything under $120 on $BABA is back-up-the-truck territory. NFA.

@EquityBrian What lol? It trades like shit while strong names rebounded, implies that nothing to see here this year.

@Dimas_DiBi lol