Elon Musk Praises Unitree's Dancing Robots as 'Impressive' After They Showcase Flips and Acrobatic Skills
Elon Musk's Reaction: Elon Musk praised the performance of Unitree robots, which showcased impressive acrobatics and dance routines at a concert, highlighting advancements in robotic technology.
Unitree Robotics Performance: At a concert in Chengdu, Unitree robots performed complex movements, captivating audiences and demonstrating their agility and coordination alongside live performances.
Upcoming IPO and Valuation: Unitree Robotics is targeting a $7 billion valuation for its initial public offering, a significant increase from its previous valuation of $1.7 billion, and has gained support from major tech companies.
Tesla's Optimus Development: Tesla's humanoid robot, Optimus, is still in the design phase but is expected to enter mass production soon, with a projected price range of $20,000 to $30,000 per unit.
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- Revenue Growth Beats Expectations: JD.com reported a 1.5% year-over-year revenue increase in Q4 2025, reaching $50.38 billion, surpassing analyst expectations of $50.22 billion, demonstrating resilience in a competitive e-commerce landscape.
- Significant Service Revenue Increase: Net service revenues surged by 20.1% year-over-year to $11.34 billion, indicating successful expansion strategies in the service sector that enhance overall business profitability.
- Soaring Marketing Expenses: Marketing expenses rose by 50.6% to $3.6 billion, accounting for 7.2% of total revenue, primarily due to increased spending on new business promotions, resulting in an operating margin decline to -1.7%.
- Shareholder Return Initiatives: The board approved a cash dividend of $1.0 per ADS and repurchased $3.0 billion in shares in 2025, reflecting the company's commitment to shareholder returns despite profitability pressures.
- Leadership Change: Following the resignation of Lin Junyang, head of Alibaba's Qwen AI unit, CEO Eddie Wu announced the formation of a task force comprising himself, CTO Wu Zeming, and Cloud CTO Zhou Jingren to consolidate resources and accelerate foundation model development.
- Strategic Priority: In an internal memo, Wu emphasized that advancing foundation models is a core strategic priority for the company, stating that they will continue to uphold their open-source model strategy while increasing investment in AI research and development to attract top talent.
- Ongoing Leadership: Zhou Jingren will continue to lead the Tongyi Laboratory, which focuses on developing Qwen AI models, ensuring the company's sustained innovation and technological advancement in the AI sector.
- Industry Reaction: Lin's resignation has garnered significant attention within the industry, with many, including Chinese AI startup MiniMax, expressing gratitude for his contributions to the open-source community, highlighting his influence in the field.
Profit Decline: JD.com reported a significant drop in profit despite an increase in revenue.
Market Reaction: U.S.-listed shares of JD.com fell in premarket trading following the profit announcement.

- Market Reaction: U.S.-listed Chinese stocks, including Alibaba and NIO, experienced declines in premarket trading.
- Economic Context: The drop in stock prices follows Beijing's announcement of its lowest economic growth target in decades.
- Market Sentiment Shift: Despite Alibaba's stock declining over 13% in the past six trading sessions, retail trader sentiment has shifted to ‘extremely bullish’ at 88/100 according to Stocktwits, indicating expectations for a rebound in the near future.
- Analyst Rating Upgrade: Goldman Sachs upgraded Alibaba's rating from ‘Buy’ to ‘Conviction Buy’ with a price target of $186, suggesting a potential upside of about 40%, reflecting the company's strong positioning in AI and cloud services.
- Surge in Trading Volume: During Wednesday's selloff, Alibaba's average trading volume nearly doubled to 14.3 million shares, indicating a significant increase in market interest, despite geopolitical pressures and the uncertainty surrounding its earnings date.
- Optimistic Long-Term Outlook: While some investors express frustration over the stock's decline, 37 out of 42 analysts maintain a ‘Buy’ or higher rating on Alibaba, with an average price target of $198.95, implying nearly 50% upside, suggesting a generally optimistic view on its long-term performance.
- Amazon Share Trade: Amazon traded 66,934 shares valued at approximately $14.5 million, reflecting a cautious investor sentiment amid strategic adjustments in the e-commerce sector.
- Earnings Beat: Amazon reported fourth-quarter revenue of $213.39 billion, exceeding estimates, while planning to increase capital expenditures to $200 billion, indicating strong confidence in future growth.
- Joby Aviation Investment: Ark Invest acquired 200,856 shares of Joby Aviation valued at around $2 million, with Joby's fourth-quarter earnings showing an EPS of -$0.14, beating estimates by 30%, highlighting improved financial health.
- Nextdoor Holdings Divestment: Ark Invest sold 1,405,207 shares of Nextdoor Holdings for about $2.3 million, following the company's earnings report that showed a 7% year-over-year revenue increase and a narrowed net loss of $4 million.









