poisar

Stocks · News reference

Michael Burry Planned to Move Back Into Alibaba After a Few Months. Now He Says BABA Stock Would Need to Fall 50% First (UPDATED)

Radhika Anilkumar Nadig

Michael Burry said he has no plans to move his JD.com stake back to Alibaba after its $10 billion share sale sank shares nearly 10%.

More stocks newsConnected markets

Reference Details

Connected Markets

Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.

BABAJD
Source
benzinga
Observed
Checked
Cadence
Captured once, then retained as an archive reference
Status
fresh

Keep reading

  2. Sara Appino

    Alibaba vs. Coupang: Which E-Commerce Giant Is a Better Buy in 2026?

    The article compares Alibaba and Coupang as investment opportunities in 2026. Alibaba, despite facing regulatory uncertainty, AI spending pressures, and geopolitical risks, is recommended as the better buy due to its stronger profitability (10.1% net margin), attractive valuation (16.9x forward P/E), and double-digit AI cloud revenue growth. Coupang, while growing faster (14.1% YoY revenue growth), faces record regulatory fines, perjury investigations, and shareholder lawsuits with a thin 0.6% net margin, making it a riskier choice.

    BABACPNGAMZN