Will Burry or BABA invigorate a short week?
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 23 November 2025
⏱️ 4 minutes
🧾️ Download transcript
Summary
Show Notes
50 stocks that mean the most to hedge funds
Earnings Calendar
Dividend Roundup
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's |
| 0:09.9 | market-moving events, along with the weekend's top news and analysis. |
| 0:14.1 | Hello, today is Sunday, November 23rd, and I'm your host, Kim Khan. |
| 0:17.9 | Investors get a week to regroup after some serious selling, with bulls probably giving |
| 0:21.5 | thanks the damage wasn't worse. The S&P 500 posted a four-day losing streak on Tuesday for the |
| 0:26.8 | first time since August, and ended the week down 2%. The NASDAQ shed 2.7%. And the damage could |
| 0:33.0 | have been worse if Fed cut hopes hadn't bailed out Friday. The markets will be closed on Thursday for Thanksgiving and close early on Black Friday. |
| 0:40.3 | Volume will be light, a lot of desks will be dark, but Alibaba could pull some traders back to their screens before Tuesday's bell. |
| 0:46.3 | Wall Street's looking for EPS of 81 cents on 31.19 billion in revenue. |
| 0:52.3 | JR Research, which runs the ultimate growth investing group, |
| 0:55.6 | upgraded Baba to buy, going into earnings, calling the idea that Chinese securities are |
| 0:59.7 | uninvestable nonsense. They argue Alibaba's AI initiatives and cloud revival are driving a margin |
| 1:05.6 | rebound and putting the company at the forefront of China's AI push. But S.A. analyst KM. Capital, who has a strong sell, says valuation looks stretched and the company at the forefront of China's AI push. But SA analyst KM Capital, who has a strong |
| 1:11.8 | sell, says valuation looks stretched and the company's earnings surprise record is weak. Also on the |
| 1:17.3 | earnings calendar, Agilent Technologies and Zoom Communications report Monday. Analog devices, Dell, Best |
| 1:23.1 | Buy, Autodesk, Workday, Z-Scaler, HP, Dick's sporting goods, smuckers, and Neo all join |
| 1:29.3 | Alibaba for a pack Tuesday. Deere and Lee Otto weigh in on Wednesday. Meanwhile, Michael |
| 1:34.5 | Burry has teased a disclosure of some kind on Tuesday. Their speculation the big short investor could |
| 1:39.3 | echo his recent warnings about the AI trade or accounting practices of hyperscalers. |
| 1:44.1 | Burry clarified this past week that while he deregistered his hedge fund, he is trading his |
| 1:48.4 | own money. On the economic front, Wall Street gets more delayed data, with September wholesale |
| 1:53.4 | inflation and retail sales figures out Tuesday. But the spotlight may land on consumer |
... |
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