I think Alibaba is substantially undervalued. The market still prices it as a mature Chinese e-commerce company, but its most valuable future may be as China’s dominant AI and cloud platform. Alibaba Cloud is the country’s clear leader in scale, data, enterprise relationships, and compute distribution—the exact assets needed to monetize AI at a national scale. And unlike many AI companies burning capital without profits, Alibaba funds its AI buildout through massive cash-generating commerce businesses. What investors overlook is the embedded optionality: every incremental advance in AI can be monetized across its cloud infrastructure, enterprise software, logistics, advertising, payments, and consumer ecosystems that already touch hundreds of millions of users. Few companies globally have
Reports indicate $Alibaba(BABA)$ began developing this chip in September 2018. They identified a need for domestically produced chips. This was never disclosed in earnings reports or press releases. The company now plans to spin off this operation through an IPO, allocating shares to employees involved. The venture is named T-Head, a detail previously unreported. $Alibaba(BABA)$ maintained secrecy around this project. Given the IPO move, the chip technology appears market-ready. Shareholders may receive T-Head shares. This initiative creates wealth for workers and shareholders. The chip could potentially compete with NVDA.
$Alibaba(BABA)$ Earnings momentum keeps rolling all week. Expecting blockbuster announcements - massive share buyback, dividend hike, Ant Group relisting, Ma-related developments in spotlight.
$Alibaba(BABA)$ This stock's a hibernating beast with AI capabilities trading at 19.5 P/E. Frankly speaking, any trade deal announcement could trigger another 20% surge.