$BABA I’m biased bullish—not the kind of bullish where you just glance at a red-green board and get carried away.
I have an old habit when buying US stocks: I’m most afraid of companies that tell an amazing story, but when it comes time to deliver, they can’t produce a cash-flow handle.
Alibaba, on the other hand, is something I can look through. The path isn’t too fancy; it’s close to consumption, platforms, and the merchant ecosystem. As long as the overall environment doesn’t keep getting twisted, it has the soil for a repair/recovery expectation.
Last night I was leaning against my bed scrolling the charts, and I saw $BABA listed fairly high on Binance’s TradFi board, with a price at $118.48.
In the past 24 hours it’s up 2.48%, the high touched $119.8, and the low was $115.15. This kind of movement makes me watch it more closely.
It’s not that excited, straight-up breakout. More like someone has been repeatedly picking it up.
There’s another point I care about.
In the last 24 hours, the trading volume was 13.93M USDT—not exactly obscure—which means there really aren’t just a few people watching it.
But the funding rate is still +0.0000%. That feels different.
There’s heat, yet the contracts side hasn’t been squeezed overwhelmingly in one direction—so it suggests this run isn’t entirely driven by emotion.
The open interest is also sitting there at 113,997 lots.
This means it’s already within many traders’ view, but the funding hasn’t spiked; at least it indicates that, for now, it hasn’t reached the stage where a bunch of people are rushing to lift the chair.
I’ve been reverse-educated too many times trading futures. Now when I see this kind of “quiet heat,” I’m actually more willing to give it some credit.
Let’s talk back about the company itself.
From what I understand, for a platform company of Alibaba’s size, what the market is really betting on isn’t just whether a single business is good or bad—it’s whether the entire commercial ecosystem can hold steady and then gradually improve efficiency.
This kind of stock has a benefit: when real money comes back and rotates into the broader-market style, it often can catch capital more easily than something that’s purely a concept.
You ask whether it could turn into the strongest one in the market overnight—I don’t believe that.
But if you ask me whether I’m willing to put it on my biased bullish but not too unrealistic observation list, then yes, I would.
I also need to pour a bit of cold water.
For companies like this, the biggest variable isn’t whether it’s up 2 percentage points in a day. It’s consumer confidence, platform regulation sentiment, and whether the market is still willing to give China concept assets valuation repair.
Once those factors twist back, the price action can become really grindy.
If it were me, I’d keep looking at $BABA with a bullish bias—but I wouldn’t chase the heat to do it.
If I really take action, I’d rather wait for it to pull back, verify that it can hold, and then come in slowly.
Those are my thoughts—your money is your decision. $BABA #US stocks
I have an old habit when buying US stocks: I’m most afraid of companies that tell an amazing story, but when it comes time to deliver, they can’t produce a cash-flow handle.
Alibaba, on the other hand, is something I can look through. The path isn’t too fancy; it’s close to consumption, platforms, and the merchant ecosystem. As long as the overall environment doesn’t keep getting twisted, it has the soil for a repair/recovery expectation.
Last night I was leaning against my bed scrolling the charts, and I saw $BABA listed fairly high on Binance’s TradFi board, with a price at $118.48.
In the past 24 hours it’s up 2.48%, the high touched $119.8, and the low was $115.15. This kind of movement makes me watch it more closely.
It’s not that excited, straight-up breakout. More like someone has been repeatedly picking it up.
There’s another point I care about.
In the last 24 hours, the trading volume was 13.93M USDT—not exactly obscure—which means there really aren’t just a few people watching it.
But the funding rate is still +0.0000%. That feels different.
There’s heat, yet the contracts side hasn’t been squeezed overwhelmingly in one direction—so it suggests this run isn’t entirely driven by emotion.
The open interest is also sitting there at 113,997 lots.
This means it’s already within many traders’ view, but the funding hasn’t spiked; at least it indicates that, for now, it hasn’t reached the stage where a bunch of people are rushing to lift the chair.
I’ve been reverse-educated too many times trading futures. Now when I see this kind of “quiet heat,” I’m actually more willing to give it some credit.
Let’s talk back about the company itself.
From what I understand, for a platform company of Alibaba’s size, what the market is really betting on isn’t just whether a single business is good or bad—it’s whether the entire commercial ecosystem can hold steady and then gradually improve efficiency.
This kind of stock has a benefit: when real money comes back and rotates into the broader-market style, it often can catch capital more easily than something that’s purely a concept.
You ask whether it could turn into the strongest one in the market overnight—I don’t believe that.
But if you ask me whether I’m willing to put it on my biased bullish but not too unrealistic observation list, then yes, I would.
I also need to pour a bit of cold water.
For companies like this, the biggest variable isn’t whether it’s up 2 percentage points in a day. It’s consumer confidence, platform regulation sentiment, and whether the market is still willing to give China concept assets valuation repair.
Once those factors twist back, the price action can become really grindy.
If it were me, I’d keep looking at $BABA with a bullish bias—but I wouldn’t chase the heat to do it.
If I really take action, I’d rather wait for it to pull back, verify that it can hold, and then come in slowly.
Those are my thoughts—your money is your decision. $BABA #US stocks