Alibaba Earnings DISASTER! Has Michael Burry Lead Us Into A TRAP?

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Alibaba reporting earnings recently we breakdown the earnings report and give our stupid guy analysis as Alibaba shareholders and Michael Burry fan boys as to whether or not Alibaba is making business decisions we approve of. It looks like the second half of 2024 may be very good for Alibaba if management is correct on the introduction of Ai based tools to optimize profits in their CMR segment of Chinese E commerce. They are also calling for a return to double digit revenue growth in Alibaba cloud the second half of this year when combined with their better Alibaba cloud EBITDA margins will this be the massive profits we were once promised from Alibaba cloud?

#baba, #michaelburry, #munger


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Catégories
E commerce Divers
Mots-clés
mortgage bubble, home price bubble, mortgage rates

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