Alibaba Q3 Preview: The Only Number That Matters

Alibaba Group Holding Limited ( BABA ) has gone out of the market’s favor, and not for good reason. The stock is down around 12% over the past month, down another 16% over the past 6 months, and down another 7% year-to-date. TheI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one w ...