Wall Street Breakfast Will Burry or BABA invigorate a short week?
8 snips
Nov 23, 2025 Alibaba's earnings report sparks a debate on whether it's a buy or sell ahead of its Tuesday announcement. Michael Burry teases a significant disclosure that has analysts speculating on AI trades. Amid discussions of market dynamics, the podcast tackles the puzzling claim that DOGE ‘doesn’t exist’ anymore. Listeners also get insights on Bill Ackman's IPO plans and key economic indicators impacting consumer confidence. Plus, a look at Goldman's top hedge fund picks keeps the investment conversation lively.
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Alibaba Could Steal The Holiday Spotlight
- Alibaba's upcoming earnings could draw traders back despite a light holiday week trading backdrop.
- Analysts differ sharply, with some citing AI and cloud-driven margin recovery and others warning stretched valuation.
Weigh Both Analyst Views Pre-Earnings
- Consider both bull and bear analyst views ahead of Alibaba's results and weigh AI/cloud progress against valuation concerns.
- Use expected EPS and revenue consensus as a baseline and factor in company-specific execution risks.
Packed Earnings Calendar Amplifies Risk
- Tuesday's calendar is crowded with tech and retail earnings, increasing potential catalysts and volatility.
- Major names alongside Alibaba include Analog Devices, Dell, Best Buy, Workday, and NIO.