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@briantycangco · Brian Tycangco 鄭彥渊 · 16 mentions · 30.1K followers
@tipranks · TipRanks · 6 mentions · 43.3K followers
@mikezaccardi · Mike Zaccardi, CFA, CMT 🍖 · 3 mentions · 78.9K followers
@equitybrian · Brian Coughlin · 2 mentions · 11.3K followers
@kobeissiletter · The Kobeissi Letter · 1 mentions · 2.5M followers
@stocktonkatie · Katie Stockton, CMT · 1 mentions · 52.8K followers
@bespokeinvest · Bespoke · 1 mentions · 266.3K followers
@alshfaw · Astro Zan · 1 mentions · 21.1K followers
@chrisdmacro · Chris Dover · 1 mentions · 12.1K followers
@acethebulllly · Ace · 1 mentions · 6.4K followers

Market feed · Market voices · SpikePanel

$MCHI — investor discussion on X

Most active voices on $MCHI

@briantycangco · Brian Tycangco 鄭彥渊 · 16 mentions · 30.1K followers
@tipranks · TipRanks · 6 mentions · 43.3K followers
@mikezaccardi · Mike Zaccardi, CFA, CMT 🍖 · 3 mentions · 78.9K followers
@equitybrian · Brian Coughlin · 2 mentions · 11.3K followers
@kobeissiletter · The Kobeissi Letter · 1 mentions · 2.5M followers
@stocktonkatie · Katie Stockton, CMT · 1 mentions · 52.8K followers
@bespokeinvest · Bespoke · 1 mentions · 266.3K followers
@alshfaw · Astro Zan · 1 mentions · 21.1K followers
@chrisdmacro · Chris Dover · 1 mentions · 12.1K followers
@acethebulllly · Ace · 1 mentions · 6.4K followers

Market feed · Market voices · SpikePanel

$MCHIiShares MSCI China ETF · Asset Management - Global · $5.8B

$55.66

+0.3%

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Alibaba's Q1 FY26 results showed revenue beating estimates, driven by strong growth in Quick Commerce, despite a decline in China Core E-Commerce. The discussion focuses on segment performance and AI Cloud.

Main discussion

Alibaba's Q1 FY26 revenue beat estimates at $39.6B, a 9% increase.
China Quick Commerce revenue grew 45% to $7.8B in Q1 FY26.

Different voices

China Core E-Commerce revenue decreased by 8% to $16.3B in Q1 FY26.

View 1 source posts· AI-organized · For reference only, not investment advice

@briantycangco· 30.1K followers
$BABA 1QFY26 Results Summary: 🔶Revenue +9% to $39.6B vs. $39.5B est. (BEAT) *⃣China Core E-Commerce -8% to $16.3B *⃣China Quick Commerce +45% to $7.8B *⃣International E-Commerce -1% to $4.1B *⃣Global Wholesale +7% to $2.1B *⃣Total Alibaba E-Commerce +4% to $30B *⃣AI Cloud & Compu

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