Barry, OppHub America Desk · · Source: investing-com-stocks
Burry exits Alibaba, builds large JD.com position over valuation concerns
Based on reporting from investing-com-stocks.
Investing.com -- Michael Burry, the investor known for his bet against the U.S. housing market ahead of the 2008 financial crisis, has exited his position in Alibaba Group Holding Ltd.
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Investing.com -- Michael Burry, the investor known for his bet against the U.S. housing market ahead of the 2008 financial crisis, has exited his position in Alibaba Group Holding Ltd. and shifted into rival Chinese e-commerce company JD.com Inc., saying Alibaba's shares have become too expensive. Burry said he had initially planned to move most of his Alibaba investment back into the company after one or two months but changed his mind after reassessing the stock's valuation and outlook. “I cannot bless share issuances,” Burry said in a post on Substack, referring to Alibaba's plan to raise about HK$80 billion ($10.2 billion) through a share sale to finance investments in artificial intelligence.
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Story playbook
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Snapshot date: August 23, 2026 at 3:01 PM ET
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Story → money map
Chinese E-Commerce Capital Rotation
A famous investor sold his Alibaba stock because he thinks it is getting too expensive and objects to them creating new shares for AI projects. Instead, he put his money into a rival company, JD.com, which he believes is a better deal.
What changed
Michael Burry exited Alibaba for JD.com due to Alibaba's valuation and share issuance plans.
Who wins / who loses
JD.com benefits from institutional backing, while Alibaba faces scrutiny over dilution.
Time horizon
Think in terms of the next few months.
Confidence & best fit
medium confidence · Long-term investor, Active trader
Safer theme exposure (ETFs)
Baskets that own the theme without betting on one company.
Single stocks (higher risk)
Primary = closest to the story · Peers = same industry · Second-order = knock-on effects · Avoid = looks related but may be a trap
Primary
- $JDBuild slowly — only if it fits your plan
Getting fresh money because big investors think it is cheaper and a better deal than its rivals.
View $JD chart → · End-of-day delayed data
- $BABAWatch — track, don’t rush
Under pressure because big investors are worried about new stock creation and high AI costs.
View $BABA chart → · End-of-day delayed data
Peer
- $PDDWatch — track, don’t rush
Moves along with other Chinese shopping websites as investors compare prices and growth.
View $PDD chart → · End-of-day delayed data
Options (education only)
No strikes or expiries — a framework for how traders might express the view. Options can expire worthless.
Beginners should skip options here due to the extra risk and price swings involved with foreign stocks.
See options-friendly brokers →Income / OppHub America angle
Not a trade tip — ways to use the insight outside the market.
- Monitor broader U.S.-listed Chinese tech ADR liquidity flows.
What would break this thesis
- Alibaba successfully demonstrates strong returns on its AI investments without harming shareholders.
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Important
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Based on reporting from investing-com-stocks.
Informational and educational only — not investment, financial, or legal advice. Disclosure
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