$Alibaba(BABA)$ Alibaba is now

Alibaba is now trading at less than 20 times earnings, around 19 times. It should at least match the 25 times of Contemporary Amperex Technology (CATL) and Tencent. I think that's reasonable.

There is at least a 25 - 30% upside, which is quite certain. This doesn't even include the premium for being the leader in cloud computing. If there is a shortage of computing power, cloud computing will benefit, right?

I sold some gaming stocks and bought Alibaba. I'll start with a small position to see how it goes. The company I hold is also good, but compared to it, Alibaba has higher certainty. Next, I plan to swap some Bilibili shares for Alibaba.

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