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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 2 months 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 Tech2026-08episode →

most discussed · click a bar to filter

  • $BABA

recurring themes

  • Crypto & Digital Assets1
2 total
$BABA
···
Alibaba
MEDhenry·Bloomberg Tech·2 months ago·Alibaba's New Model, Amazon's AI Win and Apple's Next Chapter | Bloomberg Tech 8/3/2026
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·2 months ago·Alibaba's New Model, Amazon's AI Win and Apple's Next Chapter | Bloomberg Tech 8/3/2026
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
9
Crypto & Digital Assetstailwind
Stablecoins maturing into internet-native money; programmable rails replacing correspondent banking
Stablecoins enable instant, 24/7, sub-cent programmable payments (Tempo streaming micropayments, Link payouts to 250M users, Treasury instant transfers); major platforms (Visa, DoorDash, Klarna, Shopify) adopting for real-world use cases — not speculation — signaling infrastructure inversion.