Who mentions $BABA most on Surfaced?

@mrmikeinvesting (Mike Investing) mentions $BABA most — 35 mentions in the past 12 months.

When was $BABA first mentioned on Surfaced?

The earliest tracked mention of $BABA in the Surfaced archive was on Sep 1, 2025.

How many voices track $BABA?

31 FinTwit voices have mentioned $BABA 143 times in the past 12 months.

What kind of voices mention $BABA most?

$BABA is mentioned most by Long Research voices on Surfaced.

$BABA — FinTwit mentions on Surfaced

Recent calls

43 calls

@stocksavvyshayJul 15, 2026 · 11:44 AM

$AAPL on-device AI has reportedly received approval for iPhones in China. $BABA says Qwen will power Apple Intelligence across iOS, iPadOS, macOS and visionOS for Chinese users. https://t.co/GuxDrRW3LB

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@stocksavvyshayJul 9, 2026 · 2:46 PM

$AAPL has reportedly held talks with PrismML as it pushes more AI processing on-device. PrismML claims it compressed $BABA 27B-parameter Qwen model from roughly 54GB to under 4GB and ran it on an iPhone 17 Pro with all parameters active. https://t.co/JwQOpX59zm

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@unusual_whalesJun 25, 2026 · 4:57 PM

Anthropic accused Alibaba, $BABA, of illegally extracting the capabilities of its Claude AI model in what it says was its largest known attack, per Reuters.

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@aleabitoredditJun 25, 2026 · 12:25 AM

@RockyKh49376975 I mean if $BABA Qwen marketshare increases from distilling Anthropic models effectively. Rewards outweigh the risks because there's been no penalties (which is why they're doing this). Lot of US AI startups have been using Qwen lately cause of how cost effective it is vs. Gemini and others... But so far optically, no getting caught is bearish. Not sure why more things aren't done on the US side enforcing penalties for this though.

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@stocksavvyshayJun 24, 2026 · 7:42 PM

Anthropic accused $BABA of “illicitly” accessing Claude through nearly 25,000 fraudulent accounts. The company reportedly said the campaign generated 28.8M Claude interactions between April and June and resembled prior misuse efforts by Chinese AI developers. https://t.co/toIUTgGZkh

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@unusual_whalesJun 23, 2026 · 9:58 PM

Alibaba, $BABA, has sued US for removal from China military blacklist.

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@ftr_investorsMay 20, 2026 · 7:12 AM

$BABA Alibaba unveiled its new Zhenwu M890 AI chip, which it says is 3x more powerful than its previous generation, alongside its new Qwen 3.7-Max LLM focused on coding, reasoning and AI agents 🤖🇨🇳 https://t.co/10JbysPKn6

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@stocksavvyshayMay 14, 2026 · 8:08 AM

U.S. officials have reportedly approved around 10 Chinese firms to buy $NVDA H200 chips. Approved buyers include $BABA, $JD, Tencent and ByteDance with Lenovo and Foxconn approved as distributors. https://t.co/0OWYdyokTG

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@stocksavvyshayApr 9, 2026 · 1:04 PM

$BABA reportedly launched a new AI video model called HappyHorse-1.0 which is now ranked No. 1 on Artificial Analysis in both text-to-video and image-to-video. The company’s cloud unit is also preparing to offer it to enterprise customers. https://t.co/TMYFGjye1U

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@kaizen_investorMar 25, 2026 · 10:47 AM

$BABA lost a quarter of its market cap since announcing it would triple its CapEx. They committed over $53 billion to AI and cloud infrastructure over the next three years. As Chinese tech giants are essentially forced to burn off their free operating cash flow just to keep pace with the U.S., their profits are vanishing. They are procuring massive amounts of compute hardware under pressure. Investors look anxious as Alibaba is trying to pivot from an e-commerce company to a full-stack AI service provider. Can be an opportunity for those who believe in the Chinese AI market.

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@stocksavvyshayMar 19, 2026 · 10:16 AM

$BABA Q4 EARNINGS • Revenue $40.7B vs Est. $41.4B • EPS $1.01 vs Est. $1.56 • Cloud Intelligence: $6.2B (+36% YoY) • Qwen MAUs: 300M+ https://t.co/PvOK2hEYLp

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@ftr_investorsMar 17, 2026 · 11:51 AM

$BABA Alibaba has launched Wukong, an agentic AI platform for businesses that manages multiple AI agents. It’s available via DingTalk with planned integrations for Slack and Microsoft Teams 🤖 🇨🇳 https://t.co/BYw7igFT2d

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@yasutaketinMar 16, 2026 · 12:00 PM

ブルームバーグによると、アリババはAIの収益化を加速させるため、Token Hubと呼ばれる新部門の下でAI事業を再編しており、CEOの呉泳銘（エディ・ウー）の指揮下に、通義千問（Qwen）モデルチーム、AIアプリ、釘釘（DingTalk）、およびQuarkデバイスを集約します。またブルームバーグは、 $BABA が今週中にも新しい企業向けAIエージェントを発表する可能性があると報じています。

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@jerrycapMar 5, 2026 · 4:37 PM

try and read this and hold onto your $BABA shares 😉

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@investmentguru_Feb 27, 2026 · 2:47 PM

$BABA looks like buying opportunity

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@datatrekmbFeb 19, 2026 · 10:53 PM

1/2 China’s 2 largest public companies, Tencent & $BABA, offer investors in US large cap Tech with meaningful diversification benefits. Tencent trades entirely independent of the QQQs, while BABA only has some modest price return overlap...

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@ftr_investorsFeb 16, 2026 · 11:40 AM

$BABA Alibaba launched Qwen 3.5, built for the agentic AI era and designed to independently execute tasks across apps. It’s 60% cheaper and 8x more efficient, intensifying China’s AI race with ByteDance and DeepSeek 🇨🇳 🤖 https://t.co/JjCbyzgaJh

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@jukan05Feb 16, 2026 · 2:21 AM

>> Alibaba to open-source next-gen Qwen3.5 model on Lunar New Year's Eve • According to multiple sources, Alibaba is set to open-source its next-generation large language model, Qwen3.5, today on Lunar New Year's Eve. • Qwen3.5 is reported to feature innovations across its entire model architecture, with some suggesting it could mark a new milestone for Chinese-made large models. Alibaba previously released Qwen2.5-Max during the late-night hours of last year's Lunar New Year's Eve. $BABA

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@stocksavvyshayFeb 13, 2026 · 1:15 PM

The U.S. is expected to add $BABA to a new Pentagon list of companies accused of supporting China’s military https://t.co/ZoOBjB1XTX

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@ftr_investorsFeb 10, 2026 · 7:30 AM

$BABA Alibaba unveiled RynnBrain, a new AI model focused on robotics, allowing robots and smart systems to perform real-world tasks more accurately and efficiently across industries like manufacturing, logistics, and healthcare 🤖 🧠 https://t.co/lBawjS3Waf

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@yasutaketinJan 23, 2026 · 1:20 PM

中国当局は、$BABA、Tencent、ByteDanceを含む同国最大のテック企業に対し、$NVDA H200 AIチップ（BN）の注文準備を進めるよう指示した。 - これらの企業は現在、必要とする数量などの具体的な内容を協議することが許可された - 北京は承認の条件として、企業に対し一定量の国内チップの購入を奨励するが、具体的な数量はまだ設定されていない

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@stocksavvyshayJan 23, 2026 · 12:14 PM

China has cleared $BABA, Tencent & ByteDance to begin preparing purchase requests for $NVDA H200 chips. https://t.co/LeimGygZRZ

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@ftr_investorsJan 21, 2026 · 8:08 AM

$BABA Alibaba has partnered with China National Nuclear Power Co. ☢️⚡ to launch a power generation joint venture, securing reliable energy for its fast-growing AI data centers 🤖🚀 https://t.co/GYd3w5eedJ

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@jukan05Jan 14, 2026 · 4:22 AM

Alibaba will hold a launch event at 10:00 a.m. China time on Thursday the 15th to announce the release of the “Qwen app,” showcasing how AI will usher in an era of smarter work and task execution. $BABA https://t.co/eBky3kuVYs

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@mrmikeinvestingJan 13, 2026 · 3:12 AM

$BABA is going to see its largest breakout in its history over the next couple months… With a massive revenue and stock price disconnect $BABA will catch back up soon. The last time I called for a move like this $BABA ran from $90 to $180+ Save this post to look back on… https://t.co/pXGNt8WpM1

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@thevalueistJan 12, 2026 · 4:55 PM

$BABA coming back to life. (Benzinga Newswire) Alibaba Group Holding Ltd (NYSE:BABA) is drawing renewed investor attention as momentum builds across its artificial intelligence ecosystem. Qwen Models Hit Global Adoption Milestone Alibaba Cloud, the cloud computing unit of Alibaba Group, has seen its flagship Qwen family of artificial intelligence models surpass 700 million downloads on the developer platform Hugging Face as of January. Research published Friday by consultancy AIBase, citing Hugging Face data, showed that Qwen's estimated downloads in December alone exceeded the combined total of the following eight most popular models on the platform. Those rivals include offerings from Meta Platforms Inc. (NASDAQ:META), OpenAI, and Chinese peers like Zhipu AI, SCMP reported on Monday. "Tens of thousands of real-world applications around the globe have been built based on Qwen, marking a historic peak for [Chinese] open-source large models within the international developer community," the AIBase report said. Alibaba Cloud has driven Qwen's adoption by open-sourcing models across a wide range of sizes, from versions with about 600 million parameters to models with tens of billions of parameters. That strategy allows developers to select models that match their performance needs, helping broaden Qwen's appeal and use cases. Consumer AI Push Strengthens Ecosystem Alibaba and its affiliates have also embedded Qwen models into consumer products, including the Qwen AI assistant, the Quark AI assistant app, and Ant Group's health app A-Fu. To accelerate its consumer-facing AI efforts, Alibaba recently formed the Qwen Consumer Business Group, led by Vice President Wu Jia. Alibaba stock gained over 87% in the last 12 months, driven by momentum in its AI and cloud computing businesses. Chip Access Hopes Lift Investor Sentiment Alibaba shares rose after reports suggested China may soon allow limited imports of Nvidia Corp.'s (NASDAQ:NVDA) H200 artificial intelligence chips. The stock jumped more than 5% on Thursday before paring gains early Friday, as investors weighed signals that Beijing could approve select imports as soon as this quarter.

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@mrmikeinvestingJan 11, 2026 · 9:20 PM

I am officially calling it… $BABA is about to see another euphoric upside squeeze in the coming weeks. The last time I called for a similar run $BABA had rallied from $80 to over $190+ This time around I’m projecting $220-$240+ to hit. Save this post to look back on later… https://t.co/BadF9ib1HC

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@tradableastroJan 8, 2026 · 3:00 PM

$BABA - $396k Put Seller https://t.co/PKShZlwA70

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@mrmikeinvestingJan 1, 2026 · 9:37 PM

3: Alibaba ~ $BABA After coming off a strong 2025, expanding rapidly especially amongst the cloud computing sector; growth is exponential for this year. BABA Maintains a 20% YoY cloud growth, $25B+ annual free cash flow, and is only a 10x P/E. Price Target ~ $250+ (+71%) https://t.co/Iw4gsrtnFd

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@mrmikeinvestingDec 28, 2025 · 4:14 AM

I’m officially calling it again… The last time I called out $BABA, and its bottom it had a euphoric squeeze from $80 to $190+ This time im now calling for a run from $150 to $260+ by late April. This is your one and only warning. $BABA can easily clear $260+ Don’t miss it… https://t.co/gxjFyuF719

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@itscblastDec 26, 2025 · 3:26 PM

$BABA 155c 01/02 at 1.25 3 Contracts | 1K Challenge

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@stocksavvyshayDec 22, 2025 · 3:23 PM

$BABA is reportedly considering a 40–50K MI308 order from $AMD, while $NVDA plans to resume H200 shipments to China in February. China AI demand may be reopening faster than expected. https://t.co/eTjgyQMTko

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@mrmikeinvestingOct 2, 2025 · 11:42 PM

$JD is about to see a melt up towards the upside and squeeze harder than both $BABA & $BIDU. With $JD having revenues of $49B just last quarter this makes up almost their full market cap of $51B. Breaking out a 4 month falling wedge the next target sits at $56+ Don’t miss it… https://t.co/718b5xF3dG

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@mrmikeinvestingSep 29, 2025 · 11:46 PM

$JD is going to see a $BABA & $BIDU type rally soon and squeeze over 100%+ It’s clear with $27B+ in cash, 22% YoY revenue growth, and only at a 12x P/E that $JD is a clear buy. This is the last warning for all the $JD bears as $56+ is incoming this year. Mark my words… https://t.co/rbS8jsdtl1

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@rwang07Sep 26, 2025 · 11:24 AM

1) I went back to review Alibaba $BABA CEO Eddie Wu’s comments, which are very significant statements with major investment implications (opportunity alert). Three things quickly (opps can be found easily by targeting three things below): 1) Tokens: Token usage DOUBLES every 2-3 months 2) Power: AliCloud's global datacenter power usage will increase by 10x in 2032 vs 2022 3) Investment: Billions of additional investment on top of the 3-year Rmb380bn CAPEX plan (Feb 2025)

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@mrmikeinvestingSep 24, 2025 · 10:04 PM

$JD is officially breaking out after 6 months of consolidation and is positioned for a major squeeze… If you missed $BABA at $84, or $BIDU at $74, this is your next chance. Sitting at only a 12x P/E ratio shows $JD is severely undervalued. $56+ incoming soon. Mark my words… https://t.co/mdZEQElsSF

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@mrmikeinvestingSep 23, 2025 · 2:52 PM

$JD has completed its pullback and is now positioned for a major squeeze… If you missed $BABA at $84, then this is your next opportunity and it has 100%+ upside from here. This is the final warning for all the $JD bears. $55+ is the first target. Don’t miss it… https://t.co/UfvMhIt9xo

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@mrmikeinvestingSep 16, 2025 · 5:44 PM

$JD is officially beginning its largest breakout ever after an extensive 6 months of consolidation. If you missed the massive 100%+ run on similar China names like $BABA then $JD is your second chance. The initial target for $JD is set at $56+ You will regret not buying more… https://t.co/SKCTOPz22n

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@mrmikeinvestingSep 15, 2025 · 3:21 PM

$JD is compressing tightly for a massive squeeze towards $40+ If you missed the massive 110%+ rally on $BABA then $JD is your next golden opportunity. Backed by strong financials and a 12x P/E show how undervalued $JD truly is. 50+ is incoming by January 2026. Mark my words… https://t.co/OIHA2OEJ7W

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@mrmikeinvestingSep 13, 2025 · 11:30 PM

$BABA is simply just beginning its massive squeeze higher. The current setup is showing the wave 3 push to $190 by the end of October. Sitting on $59B in cash, and major growth around it AI development $BABA is a clear buy. $220+ incoming this year. You’ll regret not buying… https://t.co/1lUbpcjuN8

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@mrmikeinvestingSep 12, 2025 · 2:08 AM

I’m officially calling it… $JD is the next China stock to see a massive parabolic squeeze similar to what $BABA had. With $27B cash on hand, 22% YoY revenue growth, and only sitting at a 12x P/E shows $JD is truly undervalued. $56+ is the first target. Don’t miss out… https://t.co/sV2KKI60LJ

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@alfchartsSep 8, 2025 · 2:22 PM

$BABA is just completing a textbook trend reversal. Take a look 👇 https://t.co/GarmseddTo

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@mrmikeinvestingSep 1, 2025 · 3:19 PM

$BABA is a obvious buy here that will rally as we head into 2026… With Chinese Tech stocks underperforming the $BABA chip could be the catalyst to send them flying. Breaking out of a 6 month consolidation $BABA is set to breakout. $200+ incoming this year. Mark my words… https://t.co/shpXSAdjSJ

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