Andrew Wang believes JD.com's (JD) AI growth remains solid from its latest earnings but still faces consumer-centric headwinds. When it comes to related names, Andrew has his eyes on Alibaba's (BABA) cloud growth and Baidu's (BIDU) "interesting" set-up into its report. He explains why the trio of earnings are important to keep in mind when looking at the global tech trade. Tom White offers an example options trade for Alibaba.