I'm cautious of entering right now, I feel Amazon has begun consolidating it's business AWS and retail to a massive extent so there's so much excess demand rather than diversifying and spawning newbusinesses.
$Alibaba(BABA)$II feel very bullish about Ali. I can see why Munger is too doubling his position in the stock despite recent downturns. Ant was valued at USD $150 billionAlibaba cloud at US $120 billion Cainiao at US $50 billion.Alibaba health at 50 billion$Taking Alibaba's stakes and its cash, it gives a value of 53+77+50+120+30= USD$380 billion. That's higher than current market value and it excludes it's entire commerce division which is earning about US$28 billion annually!๐