-
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
노트
Price Target $160+ ; Ideally $180-200 range노트
Trade deal with China is bullish for 노트
- -
- 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
노트
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
노트
- Reference:
cnbc.com/2025/07/27/us-china-trade-tariff-talks.html
노트
- - Move 4: Likely from $100-105 to $180-200 is in the play
노트
관련 발행물
면책사항
해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.
관련 발행물
면책사항
해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.

