1. Chinese monetary stimulus acts as a strong re-rating catalyst for Alibaba; 2. Signs of a paradigm shift in market sentiment with David Tepper investing heavily in China-related assets; 3. BABA stock valuation is attractive and no longer a value trap, with a catalyst for a material re-rating; 4. Bullish technicals relative to the S&P 500 and potential for outperformance; 5. Expecting a rebound in Chinese retail sales and monitoring US Fed's policy decisions for clues on Chinese rate decisions.