+0.0
net board stance
what this means
111.8
-1.3% · close 2026-09-08
-13% / -6% / -20%
1m / 3m / 12m
+2%
vs SPY since 2024-01-13
18%
of 52w range · -40.4% off high
—
hit rate as primary
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on BABA
No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🏛️ China goes for the jugular on its own tech founders | ▼ SHORT | adjacent | HIT | +58.4% | +64.3 | 2022-05-22 |
| 📈 Chinese tech stocks are 2025's best asset | ▲ LONG | adjacent | HIT | +32.7% | +16.6 | 2026-01-04 |
| 📈 SoftBank survives the Vision Fund blowup - Masa gets to swing again | ▲ LONG | adjacent | PARTIAL | +6.1% | +0.5 | 2023-08-13 |
| 🏛️ US capital gets walled off from Chinese AI and advanced tech | ▼ SHORT | adjacent | PARTIAL | +10.2% | -18.2 | 2024-04-07 |
The tape — what was actually said
every capture on any idea holding BABA, newest first · quotes verbatim, timestamps deep-link into the episode
And if you didn't control the chop, the thing that made the stamp, you didn't actually control the factory. That is not a long-term recipe for success.
The second thing I would say is I do think they are making an effort to throttle it up.
And so they are, I would say, rate limited at this point by this particular chart in terms of their competitiveness.
So then you think about, OK, well, what is the implication of this? Well, the implication is obvious. These guys are inventing things. We're playing catch up.
BE
Ben Shapiro
oppose ×2
▲ on
📈 Chinese tech stocks are 2025's best asset
E222 · 2025-04-05
▶ 1:27:01
So first of all, I think that China does face some serious, real serious structural problems ranging from demographics to debt.
You may not like it when these companies get too powerful, but what happened to Jack Ma is the reason, Friedberg, that I don't believe a dictator will ever compete with our country if we stay entrepreneurial and not socialist.
Now they've pushed it forward again. And that's what drives the growth and the improvement in productivity and this extraordinary abundance in energy, in mining and now in manufacturing. And it's, I think, going to lead to a great era of prosperity for China.
It's kind of getting set up that almost everything we're building here in the US, China's copying at a very fast pace and then exceeding.
Quen, which is the open source Alibaba, dropped a Rev, which seems actually really best in class. So that was really interesting.
And it creates this, you know, because of this manifestation about worrying about downside, it creates this fear that creates regulation like we see in the EU. And as a result, China's GDP will scale while the EUs will stagnate, if that's where they go. That's my assessment or my opinion on what will happen.
TR
Travis Kalanick
support ×2
▲ on
📈 Chinese tech stocks are 2025's best asset
E213 · 2025-01-31
▶ 51:06
So, but what happens is when you get really, really good at copying, and that time gets tighter and tighter and tighter and tighter and tighter, you eventually run out of things to copy. And then it flips to creativity, to creativity and innovation.
Trump is a great negotiator. It's probably his greatest strength. And he's great at saber rattling. And we're strong. They're weak right now. A grand deal could be an awesome.
MA
Mark Pincus
support ×3
▲ on
📈 Chinese tech stocks are 2025's best asset
E211 · 2025-01-18
▶ 1:19:08
I I've been loading up on Alibaba, a couple of Chinese names with the same bet.
So this kind of also leads to what I think will be the grand deal with China, which I think will happen in the first six months of the Trump administration. I'm obviously speculating, but it feels like there's going to be some work out here. China is like in a lot of economic distress. I don't know if you guys have followed much on the stories of the deflationary challenges that China is dealing with. Chinese bonds are trading at a below 2% yield now, which is kind of unprecedented.
Really cheap... I tend to agree with a lot of what David said. I think Trump and Xi both want a deal... there are really, really high quality companies, some of them at mid-single digit multiples. [But he keeps a personal 'no-China guideline' since the Longtop fraud.]
I went with Chinese tech stocks, Chinese tech ETFs... they're trying to line up the great deal with China... cost per kilowatt hour is already lower... these stocks are pretty cheap. I was just looking at Alibaba... poised for a pretty good run in 25 if the macro works out.
Brad Gerstner
oppose ×2
▼ on
🏛️ US capital gets walled off from Chinese AI and advanced tech
E134 · 2023-06-24
▶ 43:56
Just real quickly, I would say there's a real appetite in the business community to be engaged. This idea that we're going to decouple the world and never have to deal with these folks is just a farce. ByteDance bought a billion dollars worth of NVIDIA chips announced this week.
Chamath
support ×2
▲ on
📈 SoftBank survives the Vision Fund blowup - Masa gets to swing again
E133 · 2023-06-16
▶ 12:34
First of all, Jason, I don't think the point about SoftBank needs saving is necessarily true. It's not a company that needs saving, but they've certainly taken some hits.
Sacks
support ×2
▼ on
🏛️ US capital gets walled off from Chinese AI and advanced tech
E132 · 2023-06-10
▶ 38:07
I think that it should be possible to do business with China without it being seen as either unpatriotic or immoral. However, there are strategic technologies that are just going to be, I think, it's too hard and too risky to be supporting China.
Jason
support ×3
▼ on
🏛️ US capital gets walled off from Chinese AI and advanced tech
E132 · 2023-06-10
▶ 34:39
And so what really is happening is the government is going to stop all US venture investing in China. That's what's going to happen in the coming months.
Friedberg
oppose ×2
▼ on
🏛️ US capital gets walled off from Chinese AI and advanced tech
E123 · 2023-04-07
▶ 1:07:29
So, you know, to Sacks's point, I'm not sure you can really say China is a true and complete adversary in the sense that we're on opposite sides. There's obviously deep interdependencies. So, you know, it's hard to kind of say I draw the line at this kind of technology investing there, but I benefit from their technology investing that's going on there in other ways with some of my other businesses, right?
Sacks
support ×2
▼ on
🏛️ US capital gets walled off from Chinese AI and advanced tech
E123 · 2023-04-07
▶ 1:05:18
This is the very simple rule we would use. We would never consider taking money from Russia or China.
Chamath
support ×3
▼ on
🏛️ US capital gets walled off from Chinese AI and advanced tech
E123 · 2023-04-07
▶ 1:00:01
On the other thing, though, with US firms investing in Chinese AI, it should not be allowed. And I do think that the folks that are responsible for CFIUS need to get a handle on this.
Jason
support ×1
▲ on
📈 SoftBank survives the Vision Fund blowup - Masa gets to swing again
E91 · 2022-08-13
▶ 36:28
we could be sitting here next year. Alibaba could double in value. A couple of their other positions could recover 50%.
Chamath
support ×2
▲ on
📈 SoftBank survives the Vision Fund blowup - Masa gets to swing again
E91 · 2022-08-13
▶ 6:53
SoftBank has found a way to sell down 25% of Alibaba, which is no trivial feat for half a trillion dollar company. This guy gets to keep swinging and if he hits it one more time, he'll end up with half a trillion.