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Alibaba: The Market Got Its Earnings Wrong (NYSE:BABA)

by Danil Sereda
November 26, 2025
in Business
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Daniel Sereda is chief funding analyst at a household workplace whose investments span continents and numerous asset courses. This requires him to navigate by means of a plethora of knowledge each day. His experience is in filtering this wealth of information to extract essentially the most essential concepts.
He runs the investing group Past the Wall Investing wherein he offers entry to the identical data that institutional market members prioritize of their evaluation. Study extra.

Analyst’s Disclosure:I/we’ve got a useful lengthy place within the shares of BABA both by means of inventory possession, choices, or different derivatives. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (apart from from In search of Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.

In search of Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No suggestion or recommendation is being given as as to if any funding is appropriate for a specific investor. Any views or opinions expressed above could not mirror these of In search of Alpha as an entire. In search of Alpha isn’t a licensed securities seller, dealer or US funding adviser or funding financial institution. Our analysts are third get together authors that embrace each skilled traders and particular person traders who is probably not licensed or licensed by any institute or regulatory physique.



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ByteDance bought more Nvidia chips than any other Chinese company in 2025, but Chinese regulators now block it from using the chips in new data centers (Qianer Liu/The Information)

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Alibaba: The Market Got Its Earnings Wrong (NYSE:BABA)

ByteDance bought more Nvidia chips than any other Chinese company in 2025, but Chinese regulators now block it from using the chips in new data centers (Qianer Liu/The Information)

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