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BABA · Alibaba Group Holding LimitedAlibaba Group Holding Limited
📋 Chinese government is targeting historical revenues of FUTU and TIGR, and Chinese legal system lacks fairness, making appeals unlikely
medium convictionFirst mentioned Feb 2, 2026
Chinese government is targeting historical revenues of FUTU and TIGR, and Chinese legal system lacks fairness, making appeals unlikely. Broader Chinese exposure (BABA, PDD) also risky.
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Current Price
$126.14
via cornerstones
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entry Feb 2, 2026
Thesis Lifecycle
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openedFeb 2, 2026
Market liquidation cascades from silver crash and hawkish Fed nomination fears, but overall fundamentals remain bullish with expected rate cuts and AI growth. Recommend repositioning to FCF-generating names and being cautious on speculative high-beta names.
source ↗📝
updatedMay 22, 2026
Chinese government is targeting historical revenues of FUTU and TIGR, and Chinese legal system lacks fairness, making appeals unlikely. Broader Chinese exposure (BABA, PDD) also risky.
source ↗