To The Moon

$BABA-W(09988)$  Finally a green day. It looks like it bounced off the Hang Seng's major support level, as I mentioned before. I hope this continues upward and isn't just a temporary bounce. It's too undervalued here not to have a decent move.

$BABA-W(09988)$ There's some buying in pre-market. Shorts got too confident, so a little push from a hedge fund could easily move the stock up 10-15%. Not a huge move, but if it happens, it might signal a short-term bottom. There's only so much you can push it down—it's less than half of its 52-week high.

$BABA-W(09988)$  I might be in the minority here, but I see this pullback as a compelling buying opportunity for an exceptional company, for three main reasons. First, policy support is likely to strengthen. Chinese policymakers have consistently shown willingness to stabilize financial markets and support economic growth when needed. Additional liquidity measures and targeted stimulus could provide a meaningful tailwind for both the broader market and high-quality tech companies. Second, the company is uniquely positioned to benefit from the AI revolution in China and Asia. It stands out as one of the strongest long-term plays in the region's AI ecosystem, with the scale, tech capabilities, and strategic posit

$BABA-W(09988)$ Looking at the growth potential and projections in cloud and AI, while keeping competitor risk and political risk in mind. This is where I see Alibaba shares trading in three years. 1) 5% chance below $80 2) 10% chance between $80 and $95 3) 20% chance between $95 and $110 4) 10% chance between $110 and $140 5) 10% chance between $140 and $155 6) 10% chance between $155 and $170 7) 10% chance between $170 and $190 8) 25% chance over $190 I'm generally risk averse, but I think at $91, the risk may be starting to feel worth the reward. I think in three years we could be looking at an EPS in the $9.20 to $11.00 range.

$BABA-W(09988)$  It's just a matter of time before it touches 91.80. Not if, but when.

$BABA-W(09988)$ Mid-80s on high volume in the coming days. Then the short selling pressure might ease, with a potential bottom forming by the middle of next week. Baba looks like a compelling long-term investment at these levels. You just need a 2-3 year horizon rather than the 2-3 months most of Wall Street focuses on.

$BABA-W(09988)$  If I'm not mistaken, it IPO'ed at $68 back in 2014. Even if it just breaks even from now on, it's still way undervalued.

$BABA-W(09988)$  At this point, I think you have to trust the Warren Buffett approach: buy great companies and, if you're right, you'll be rewarded over time. This company is a behemoth, and the stock price just doesn't reflect that.

$BABA-W(09988)$ This current price range has me pretty excited. It reminds me of the situation two years ago. That glorious buy around 80.

$BABA-W(09988)$  Chinese stocks are so oversold right now that even a small piece of good news could send them up 20%. I know it might not mean much for those who bought in the mid-100s, but it looks like a decent chance to double down and lower the cost basis. This seems like a solid opportunity. I'm particularly interested in PDD and JD, both trading at under 8 times P/E.