Sell Alibaba and BUY $KWEB before everyone else does. Get out before the crowd does.What happened with Alibaba? $BABA, Alibaba Group Holding Limited / H1 - Never fall in love with a conviction trade, be open to change your mind - baba no longer is in hyper growth mode - Chinas economy is not in hyper growth mode - Regulation is not wishy washy, it is real and impactful - Smaller players gain (JD) while incumbents are hurt - Talent (!) is no longer going to BAT, they are working where growth is not hampered - Even if valuation looks compelling, you are still expecting historic growth rates - Baba moved into investment mode, not giving a f*** about earnings, as they know they need to adopt or die - Ant Group IPO and other fantasy growth accelerators are a distant future Conclusion: Baba is where it belongs. I will not touch it until the next land slide of Tech names, look at the Nasdaq since March lows… if this thing falls, ADRs go down with it. BABA is a buy 10-20% lower than now and only if q4 turns full positive. If not, start harvesting more tax losses.notes from user.