-
NVDA export ban lifted for China will be beneficial for
NVDA for sure but main advantages would be for
BABA as they can get the shovels from the shop as well so that they can compete in Gold Rush and compete with
GOOGL ,
META and other private companies like Open AI and Anthropic.
- There are good universities in China and
BABA is regional big tech in China which gets great talent. I'm confident that
BABA would be able to compete with
META &
GOOGL in building LLMs even better with this export ban lift.
- Long
BABA and short/avoid
META ( overvalued )
- There are good universities in China and
- Long
ノート
Price Target $160+ ; Ideally $180-200 rangeノート
Trade deal with China is bullish for ノート
- -
- Move 1: Started April 2024 when the trend reversal started. $68 -> $89 with around +30% then retraced $90 -> $72 ( -20% )
- Move 2: July 2024, $72 -> $116 (+61%) then retraced $116 -> $80 ( -31% )
- Move 3: Jan 2025, $80 -> $146 (+ 82.5%) then retraced $146 -> $108?? ( correction underway ) ~ -26% so far
- Move 4: Likely from $100-105 to $180-200
ノート
Cross posting from my other post here:- If we cross $110 on BABA then that means the move #3 is over and the end of move #3 was around $103.83 and we have entered the Move #4 which will take
ノート
- Reference:
cnbc.com/2025/07/27/us-china-trade-tariff-talks.html
ノート
- - Move 4: Likely from $100-105 to $180-200 is in the play
ノート
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