Just buy and hold!

2021-09-08

$Alibaba(BABA)$ Alibaba cloud is arguably the most bullish aspect of the $BABA thesis even though it’s <10% of FY21 total revenues and not yet profitable. Currently they have ~40% of cloud market share in the country. I think it’s fair to say Alibaba cloud in FY26 will be worth between $100-200B USD which is approx. ~20-40% of the current $BABA market cap. If they match AWS growth and margins (unlikely, not impossible) it could be worth >$300B.It's time to buy now!GLA

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Comments

Gail83
2021-09-10
Gail83
given the prospect of future growth and potential, should buy now and hold. however, should consider the impact of the Chinese Govt in controlling the market. invest with caution!
Michaelw
2021-09-10
Michaelw
Hold
seanboss29
2021-09-08
seanboss29
sold

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I think it’s fair to say Alibaba cloud in FY26 will be worth between $100-200B USD which is approx. ~20-40% of the current $BABA market cap. If they match AWS growth and margins (unlikely, not impossible) it could be worth &gt;$300B.It's time to buy now!GLA</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> Alibaba cloud is arguably the most bullish aspect of the $BABA thesis even though it’s &lt;10% of FY21 total revenues and not yet profitable. Currently they have ~40% of cloud market share in the country. I think it’s fair to say Alibaba cloud in FY26 will be worth between $100-200B USD which is approx. ~20-40% of the current $BABA market cap. If they match AWS growth and margins (unlikely, not impossible) it could be worth &gt;$300B.It's time to buy now!GLA</p></body></html>","text":"$Alibaba(BABA)$ Alibaba cloud is arguably the most bullish aspect of the $BABA thesis even though it’s <10% of FY21 total revenues and not yet profitable. Currently they have ~40% of cloud market share in the country. I think it’s fair to say Alibaba cloud in FY26 will be worth between $100-200B USD which is approx. ~20-40% of the current $BABA market cap. 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