- 
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 andBABA 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.
- LongBABA and short/avoid META ( overvalued )
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 )הערה
Price Target $160+ ; Ideally $180-200 rangeהערה
For technical analysis and target point. Checkout 
הערה
Trade deal with China is bullish for BABAהערה
- BABA tested testing 200 SMA on July 3, 2025-
BABA moves are explosive. Sharp highs and sharp declines to retest key supports then go even higher. It's called trading at a higher wavelength- 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
הערה
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
BABA to $180-200 rangeהערה
- BABA is having a bullish breakout on July 27, 2025. What a good day to have this bullish breakout when Macro is also aligning for Chinese Equities as US extends its tariff on China.Reference:
cnbc.com/2025/07/27/us-china-trade-tariff-talks.html
הערה
- BABA is running like crazy! 🥂- Move 4: Likely from $100-105 to $180-200 is in the play
הערה
BABA > 160 as I predicted :)
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פרסומים קשורים
כתב ויתור
המידע והפרסומים אינם מיועדים להיות, ואינם מהווים, ייעוץ או המלצה פיננסית, השקעתית, מסחרית או מכל סוג אחר המסופקת או מאושרת על ידי TradingView. קרא עוד ב־תנאי השימוש.