koolgal
07-10 08:11
🌟🌟🌟Alibaba $BABA-W(09988)$ $Alibaba(BABA)$ recent explosive stock price surge following its  forward looking Q1 financial report points to a powerful valuation repair.

The rally was ignited by an internal briefing showing narrowing losses in its highly competitive eCommerce segment with a huge 40% revenue growth in Alibaba Cloud.

Why this is a valuation repair?

Alibaba has been severely beaten down over the last year due to weak domestic consumption and fears over its aggressive USD 56 billion AI infrastructure spend.

For this to turn into a multi year upward trend, Alibaba must prove its massive AI investments can be successfully monetized.

This initial surge is a much needed valuation repair.  I believe the stage is well set for a magnificent multi year trend reversal. 

So this is a great time to buy Alibaba to reap the long term rewards of this wonderful company.

@Tiger_comments @TigerStars @Tiger_SG

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

  • embraceit
    07-10 09:24
    embraceit
    Yes, indeed, it is recuperating. It is showing signs of recovery and has the potential to come back stronger and more resilient.
  • UrsulaFowler
    07-10 18:32
    UrsulaFowler
    I got trapped in BABA last year, this pop just feels like exit liquidity. Can that AI spend actually earn back soon?
Leave a comment
2
28