Core Viewpoint - Alibaba Cloud is expected to continue accelerating growth driven by AI and an expedited overseas expansion strategy, with the main platform benefiting from synergies in food delivery and a meta logic interpretation, maintaining steady growth [1] E-commerce - The e-commerce business is projected to achieve revenue of 127.18 billion yuan in FY26Q2, representing a year-on-year increase of 9.0% [2] - The main platform's GMV is expected to grow by 7% year-on-year, supported by the Taobao flash purchase business, with CMR increasing by 10% [2] - The launch of the AI-powered shopping assistant is anticipated to enhance user conversion rates through personalized recommendations [2] Cloud Intelligence Group - The Cloud Intelligence Group is expected to generate revenue of 38.52 billion yuan in FY26Q2, reflecting a year-on-year growth of 30.1% [3] - Alibaba Cloud's market share in domestic AI cloud reached 35.8%, leading the market [3] - The company is accelerating its overseas expansion, with new cloud computing nodes planned in Brazil, France, and the Netherlands [3] AIDC (International Digital Commerce) - AIDC is projected to achieve revenue of 36.96 billion yuan in FY26Q2, with a year-on-year growth of 16.7% [4] - The launch of the cross-border e-commerce AI tool is expected to significantly reduce product selection time, enhancing operational efficiency for merchants [4] Financial Projections - Revenue forecasts for FY2026-2028 are adjusted to 1,016.5 billion yuan, 1,144.4 billion yuan, and 1,261.2 billion yuan, respectively, due to accelerated domestic cloud demand [5] - Adjusted net profit estimates for the same period are 125.8 billion yuan, 173.8 billion yuan, and 200.6 billion yuan [5] - The estimated market value of the company is 3,569.2 billion yuan, corresponding to a per-share value of 204.96 HKD [5]

so when people say retarded shit like "pump and dump" or "meta", they are being deeply unserious — these things are not a jokethey are very very real ...

Industry Perception - Crypto community considers fundamental concepts like revenue and privacy as mere "metas" [1] - The term "meta" is used even for basic necessities like drinking water (H2O) [1]

Meta Stability - The industry expresses concern over the short lifespan of emerging metas, lasting only 72 hours [1] - The industry desires new metas to have a longer duration [1]

Social Media Influence - Several high-profile accounts are promoting a specific "meta," including @BastilleBtc (73 thousand followers) and @0xRamonos (177 thousand followers) [1] - The prevalence of these accounts suggests a concerning trend within the space [1] Market Sentiment - The situation indicates a potential deterioration or negative shift in the current market environment [1]

What does this look like visually? https://t.co/FI7UeVLH7cAdam McBride (@adamamcbride):The meta to rule all metas will be obvious in hindsight https://t.co/RRK7kkJF5w ...

That being said, not sure if this is really the next big meta. It primarily benefits streamers themselves (nothing wrong about that), mostly crypto-native ones. There is a trade here but in way it's similar to the "daily runners" earlier this year that burned a lot of people ...

But I was prepared and positioned for the meta that was perfect for me. Most people aren’t ...

Product Update - Twitter introduces "Topics" to aggregate relevant tweets into single conversations [1] - The goal is to provide an easy-to-follow conversation format for users [1]

Market Sentiment & Profitability - Bullish sentiment towards a meta, concept, or product strongly correlates with the ability to profit from it [1] Industry Understanding - Understanding this correlation makes "CT" (likely referring to Crypto Twitter or a similar concept within the cryptocurrency/tech space) more comprehensible [1]