May. 21 at 10:18 AM
My checklist for building out a longterm position in
$BABA on dips below
$130
_ Alibaba Cloud: #1 cloud provider in China with hyperscale reach
_ Tongyi Qianwen: Alibaba’s AI model is being deployed LLM dominance
_ AI Computing Infra: China's domestic AI infrastructure backbone.
_ Sum-of-Parts: Cloud alone could justify current valuation.
_ Regulatory Reset: Beijing's posture shift from crackdown to growth
_ Competitive Moat: Alibaba controls cloud, AI models, e-commerce platforms, payments ecosystem, and logistics network.
_ Valuation Gap: Value-stock multiple for assets that increasingly resemble a hyperscaler plus AI platform. That disconnect is where the opportunity exists.
Alibaba Cloud becomes the AWS
$AMZN of Asia plus AI infrastructure The market eventually has to re-rate the entire company as scale kicks in Long Term