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Trey Thoelcke

Michael Burry Abandons Alibaba Over Broken Management Pledge

Michael Burry bought Alibaba in April and walked away four months later, accusing management of breaking a core commitment to shareholders. What happened in that window reveals a deeper tension building inside one of…

Trey Thoelcke · 1 week ago

Alibaba or NetEase: Which Stock Could Soar After Earnings?

Alibaba and NetEase both report earnings the same morning, forcing a direct choice between two very different China tech bets. Analyst sentiment, price targets, and crowd prediction markets all point in conflicting directions, and…

Trey Thoelcke · 2 weeks ago