$Alibaba(BABA)$ Over the past

$Alibaba(BABA)$ Over the past two years, we’ve been quietly holding a heavy position in Alibaba, mainly because we saw a potential turnaround in both the external environment and its e-commerce operations.

Back then, the market was basically assigning zero value to Alibaba’s Cloud + AI segment — it was completely overlooked. 🧠☁️

So if the current rally above 90 is mostly being driven by AI optimism, it suggests that the rest of the turnaround story still hasn’t been fully priced in.
There’s more upside if and when the market starts recognizing that. 🔍📈

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":449189031026768,"tweetId":"449189031026768","gmtCreate":1750692635162,"gmtModify":1750692643102,"author":{"id":10000000000011036,"idStr":"10000000000011037","authorId":10000000000011036,"authorIdStr":"10000000000011037","name":"Jo Betsy","avatar":"https://static.tigerbbs.com/d1bbf6ac76dc4dc532d0d4d38f8eb441","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":24,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/ffe1b73af2e162a8c8984da7aeadb88d","width":"167","height":"191"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/ffe1b73af2e162a8c8984da7aeadb88d","width":"167","height":"191"}],"html":"<html><head></head><body> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v>Over the past two years, we’ve been quietly holding a heavy position in Alibaba, mainly because we saw a potential turnaround in both the external environment and its e-commerce operations.Back then, the market was basically assigning zero value to Alibaba’s Cloud + AI segment — it was completely overlooked. 🧠☁️So if the current rally above 90 is mostly being driven by AI optimism, it suggests that the rest of the turnaround story still hasn’t been fully priced in. There’s more upside if and when the market starts recognizing that. 🔍📈<img src=\"https://community-static.tradeup.com/news/ffe1b73af2e162a8c8984da7aeadb88d\" tg-width=\"167\" tg-height=\"191\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v>Over the past two years, we’ve been quietly holding a heavy position in Alibaba, mainly because we saw a potential turnaround in both the external environment and its e-commerce operations.Back then, the market was basically assigning zero value to Alibaba’s Cloud + AI segment — it was completely overlooked. 🧠☁️So if the current rally above 90 is mostly being driven by AI optimism, it suggests that the rest of the turnaround story still hasn’t been fully priced in. There’s more upside if and when the market starts recognizing that. 🔍📈<img src=\"https://community-static.tradeup.com/news/ffe1b73af2e162a8c8984da7aeadb88d\" tg-width=\"167\" tg-height=\"191\"></body></html>","text":"$Alibaba(BABA)$ Over the past two years, we’ve been quietly holding a heavy position in Alibaba, mainly because we saw a potential turnaround in both the external environment and its e-commerce operations. Back then, the market was basically assigning zero value to Alibaba’s Cloud + AI segment — it was completely overlooked. 🧠☁️ So if the current rally above 90 is mostly being driven by AI optimism, it suggests that the rest of the turnaround story still hasn’t been fully priced in. There’s more upside if and when the market starts recognizing that. 🔍📈","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/449189031026768","repostId":0,"isVote":1,"tweetType":1,"viewCount":1080,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":469,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/449189031026768"}