← TommyTrade on Hyperliquid →
“Alibaba / Qwen is at ~$245B market cap on ~$151B FY26 revenue = ~1.6x sales, the lowest P/S of this group but not pure AI”
@Shaughnessy119 · Tommy
Alibaba trades at just 1.6x sales vs 1,280x for peers — the only rational Chinese AI long
BABALONG@ $102.68
$124.01+20.77%
since call Jun 22
peak +20.8%
“MiniMax is another one: ~$23B market cap on ~$79M FY25 revenue = ~290x sales”
@Shaughnessy119 · Tommy
MiniMax at 290x sales on $79M revenue is unsustainable — Chinese AI multiples must compress
MINIMAXSHORTIDEA · NOT YET PRICED
TIMESTAMPS
in post
in post