Ahmad Jivraj
Last July, we were getting this market leading business in China, one that benefits from two secular growth markets (eCommerce and Cloud), for just a mid-single digit FCF multiple.

That’s unheard of.

Only in the stock market.

$BABA Banger. Cloud accelerated to +26% (+18% last Q), they’re cooking in AI (+“triple digits”), international +19% (almost at break-even now!), total China ecom. +10%.

Food/instant delivery war is the main issue here (hurting margin), but $BABA is winning. 萬丈陽光照耀你我 https://t.co/bwlNLPKXDq - Wasteland Capital
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People who sold before Jerome announced the rate cut

#WolfOfWallStreet https://t.co/iR7xQ707jF - BeYourOwnMovie
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Powell don't cut rates
BTC crash under 100k
Gold ATH
2026 will be my year

“Your 20s will be the best years of your life”
My 20s: https://t.co/ahzSaXxcNq - autist
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2025 altseason performance

Rohit Sharma 2 catch chhodne ke bad 😭 🤣 #MIvsGT https://t.co/7cJDUQVwwu - Marwadi Memer
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RT @AuraWithCat: https://t.co/ylnVThIzav
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realizing 3 hours on X is 9 years of my life

Me after my exams are finally over: https://t.co/gTtmVGi2MS - Brainrot Vault
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how's altseason, mr diamond hand https://t.co/Km0OlFxZzB
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