$BABA
4 long-form articles and 6 pre-market mentions covering $BABA from AskMelon Research.
PDD's profit falls 15% as Temu's tariff cushion vanishes and the home-front subsidy war drains margins
PDD Holdings — the Cayman-domiciled parent of Pinduoduo and Temu — reported first-quarter 2026 revenue of RMB106.2 billion, up 11%, the slowest growth in the company's public history and a fraction of…
Sea Limited's revenue jumped 47% — but Shopee's profit fell while volume surged 30%
Sea Limited printed a triumphant first quarter: $7.1 billion in revenue, up nearly 47%, the first billion-dollar adjusted-EBITDA quarter in company history, and a stock that leapt double digits before…
Alibaba Is Up 70% on AI. Investors Still Don't Own What They Think They Own.
Alibaba has staged one of the great comebacks of the AI era. Its stock is up roughly 70% from its 2024 lows, its cloud business is re-accelerating at nearly 40% a year, its Qwen models have become one…
The Five-Decade Compounding Project of a City-State
A meditation on Temasek Holdings, the fourteen-percent annualized returns sustained across fifty years, and the citizens' dividend that funds twenty percent of Singapore's government.
Saturday, May 16, 2026
Your Saturday morning market coffee. The week a 3.8% CPI print erased the rate-cut narrative that 115,000 jobs had built the week before; the 30-year Treasury hit 5.13% — its highest since 2007; Kevin…
Saturday, May 16, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 16, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Wednesday, May 13, 2026
Jensen Huang's last-minute addition to Trump's Beijing delegation — flying to Alaska to board Air Force One — sent MU +6%, NVDA +2%, and SMH +2.2% pre-market, rewriting Wednesday's session from CPI-ha…
Tuesday, May 12, 2026
Iran's ceasefire is "on massive life support" — Brent ~$105/bbl pre-market as Trump called Tehran's counterproposal "a piece of garbage" on Day 74 of the Hormuz closure — while April CPI, the week's m…
Monday, May 11, 2026
Trump's Sunday "TOTALLY UNACCEPTABLE" rejection of Iran's peace counterproposal sent Brent back above $104 and buried the clean-reopening trade for the second time in a week — while a US-China tariff …