bumpy
09-18 11:02

$Alibaba(BABA)$

I am heavily invested in many Chinese companies, Alibaba is one of the best, but I also have JD $JD.com(JD)$ and Baidu $Baidu(BIDU)$ and Xiaomi among large investments. I like to put it this way, stock market is a measure of respect that general investing public gives to a company , and international investors to a large extent because they are brainwashed by US media give very low respect to China. However, we are already watching Chinese brands winning the world and winning the competition with US, take solar cells, automotive, consumer goods, now wireless right in front of our eyes, and that is why Buffet is selling out of AAPL $Apple(AAPL)$ , and AI will soon to follow, and catching up quickly in semiconductors. When brainwashed US investors will catch up to this new reality Chinese tech stocks will rise like a rocket to close the gap with US counterparts, and valuations are 1/50 in favor of US that gap will disappear in a few years, give it 5-10 years at most.

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Comments

  • Puglover
    09-19 13:22
    Puglover
    Provided they don’t get drag into wars and the Taiwan issue
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