Since Qwen Lin Junyang left, the pace of model releases has clearly sped up—honestly, it hasn’t been affected at all. In fact, the capabilities have noticeably improved. The Qwen3.7Max model has even reached the top. Back when Lin Junyang was around, there was barely any progress for over half a year, and then they got overtaken one after another by GLM and Kimi. So, whose fault was it, really? The worst part is the stock price is still stuck, dropping back to square one. With the most computing power, the strongest AI capabilities, and the smoothest monetization path, this really shouldn’t be happening. Just gonna stick to DCA and long calls and leave it to fate. In the second half of the year, Alibaba Cloud’s revenue is definitely going to accelerate big time. With such a massive base, the profits are going to be even crazier.