-
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
ملاحظة
Price Target $160+ ; Ideally $180-200 rangeملاحظة
Trade deal with China is bullish for ملاحظة
- -
- 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
ملاحظة
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
ملاحظة
- Reference:
cnbc.com/2025/07/27/us-china-trade-tariff-talks.html
ملاحظة
- - Move 4: Likely from $100-105 to $180-200 is in the play
ملاحظة
منشورات ذات صلة
إخلاء المسؤولية
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
منشورات ذات صلة
إخلاء المسؤولية
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.

