Alibaba2026-08-16 04:12:19KawzInvests says Alibaba remains undervalued as AI product revenue posts 11 straight quarters of triple-digit growthU.S. stock researcher KawzInvests said on Aug. 16 that Alibaba (BABA) is still undervalued by the market, pointing to growth across its cloud and AI businesses as well as the value of its semiconductor holdings. In the post, KawzInvests said Alibaba Cloud’s external revenue rose 40% year over year last quarter. The researcher also said revenue from Alibaba’s AI products has now recorded triple-digit growth for 11 consecutive quarters, extending a streak that the post framed as a key part of the company’s current valuation case. KawzInvests also highlighted Alibaba’s stake in ChangXin Memory Technologies, or CXMT. According to the post, Alibaba holds about a 5% stake in CXMT. The initial investment cost for that position was about RMB 7.6 billion, while the value of the holding has now climbed above $20 billion. The comments were cited by BlockBeats in a market analysis item published the same day.1160
memory stocks2026-08-09 03:05:45KawzInvests Weighs a Return to Memory Stocks After Full CPO BetBlockBeats reported on Aug. 9 that KawzInvests (@KawzInvests), a fast-rising U.S. equity researcher on X, is publicly weighing a return to memory stocks. In his post, he said he sold all his memory positions months ago and went all-in on CPO concept stocks. Now that the weekend is turning bearish on memory, he sees that as a reason to get interested. He compares the setup to optics two weeks ago, when the timeline panicked over imagined capex cuts. KawzInvests has 100,000 followers and mostly covers AI infrastructure, optical communications and small-cap growth. His framework combines supply-chain position, order clues, partnerships, management changes, M&A potential and valuation rerating room. The account became known for calling AAOI: he turned bullish late last year with the stock near $30, and it later jumped above $220. His earlier move was a full exit; now the crowd is bearish and he is interested. He did not name specific memory tickers in the post.2320
Kimi K32026-07-17 15:17:35KawzInvests says Kimi K3’s scale could favor cloud hosting platformsKawzInvests, a newly prominent U.S. stock researcher, said on July 17 that Kimi K3 is an open-source model with 2.8 trillion parameters. According to Moonshot’s own evaluation, the model trails only Claude Fable 5 and GPT 5.6 Sol, with full weights scheduled for release on July 27. KawzInvests argued that a model of that size cannot run on an ordinary user laptop or even a single server, which could make cloud hosting platforms the main beneficiaries if this class of open-source model gains wide adoption. As an example, he pointed to DigitalOcean (DOCN), which already supports hosted deployment for Kimi K2.6. Beyond DOCN, the same investment logic could also apply to neocloud companies including Amazon, Microsoft, NBIS, and RIEN. The comments were cited by BlockBeats in a market analysis update.1470
