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henry

T2 · manager / operator

Presented digital asset accounts API (payments, on/off-ramps, yield, custody); highlighted Bridge, Privy, Tempo stack; named Rams, Deel, DoorDash, Hyperliquid, Chipper Cash, Art Finance, Felix as builders on stablecoin rails.

2 calls·1 name·50% bull·last heard 8 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$BABAAlibaba

Alibaba surges 35% on AI optimism as Qwen model rivals Anthropic

Alibaba's stock has risen 35-40% since June driven by AI breakthroughs including the Qwen 3.8 Max model claiming frontier performance at lower cost, with JPMorgan modeling 45% cloud revenue growth, though core e-commerce remains a lagging cash cow.

Bloomberg Tech2026-08→

most discussed · click a bar to filter

recurring themes

2 total
$BABA
···
Alibaba
MEDhenry·Bloomberg Tech·8 days ago
Alibaba surges 35% on AI optimism as Qwen model rivals Anthropic
Alibaba's stock has risen 35-40% since June driven by AI breakthroughs including the Qwen 3.8 Max model claiming frontier performance at lower cost, with JPMorgan modeling 45% cloud revenue growth, though core e-commerce remains a lagging cash cow.
"THE AI STORY IS IMPORTANT FOR ALIBABA. TODAY IT GAINS ABOUT 5%, BUT IF YOU REALLY LOOK AT THE TRAJECTORY SINCE JUNE, THE STOCK IS UP ABOUT 35 PERCENT, 40% FROM A JUNE LOW. THE KEY…"
2:00
$BABA
···
Alibaba
MEDhenry·Bloomberg Tech·8 days ago
Alibaba Qwen 3.8 Max claims frontier parity driving 35% rally since June
AI optimism and cloud acceleration (JPM modeling 45% cloud growth) have lifted shares 35-40% from June lows, but core e-commerce remains a lagging cash cow keeping investor sentiment mixed.
"THE AI STORY IS IMPORTANT FOR ALIBABA. TODAY IT GAINS ABOUT 5%, BUT IF YOU REALLY LOOK AT THE TRAJECTORY SINCE JUNE, THE STOCK IS UP ABOUT 35 PERCENT, 40% FROM A JUNE LOW. THE KEY…"
3:00