According to Michael Burry Stock Tracker (@burrytracker), Alibaba (BABA) has climbed 34.9% year-to-date, driven by aggressive share buybacks and corporate restructuring. However, trading sentiment is cautious as core fundamentals are weakening: Q1 net income declined 27% year-over-year, domestic commerce sales dropped 1%, and operating income fell 15%. Notably, the cloud segment showed flat growth, raising concerns for tech-sector investors. Michael Burry, who previously held BABA long, is now hedging his position. Crypto traders are watching this shift, as Alibaba's performance and capital flows could impact sentiment in Chinese blockchain and digital asset markets. Source: @burrytracker on Twitter.