$BABA might be one of those names where sentiment is still stuck in the old story.
Everyone knows the e-commerce side, but if cloud and AI monetization keep improving, the next rerating may come from the market finally seeing Alibaba as more than just a retail platform.
To me, that’s the real debate:
is BABA still just an e-commerce giant, or is cloud becoming the new engine?
I lean bullish, but only if execution keeps improving. 🫡
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