$BABA-W(09988)$ InSight : I am evaluating the share price of the company with great confidence of my trust in the brilliance of the founder and CEO of the company. Their competency are world class.
The value per share of the company under US200 is way too cheap based on the trajectory of its future earning. It should be easily be more than US1000 in the near future.
I am more inclined to think that AI bubble ( if there is one ) and the threat of tariffs should not affect its profitability and value.
In fact restriction of supply of rare earth to the world will benefit greatly for the Chinese AI and chip production companies.
For its production will not face disruption.
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