The deep value bulls see a golden opportunity to bargainhunt. In the AI race to be the best, computational infrastructure is everything. Alibaba is securing financial firepower required to build a dominant cloud computing network across Asia.
Alibaba is undervalued and oversold. Buying the stock means you are buying Alibaba at a deep discount.
Conversely, the Bears argued that if Alibaba's core domestic E commerce business was a highly cash generating machine, they would not need to issue USD 10 billion debt block.
In the short term, Alibaba is highly volatile but in the long term it is a heavily discounted cash flow machine waiting for turnaround.
The stock market is a voting machine in the short term but a weighing machine long term.
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- fizzikΒ·08-24 18:12TOP10B debt being framed as pure cloud ammo is a stretch. FCF already softened, so short term this looks more like plugging cash flow pressure than a clean AI flex1Report
- 1PCΒ·08-24 22:17TOPNice Sharing π @DiAngel @Aqa @JC888 @Barcode @Shyon @Sherniceθ»ε¬£ 20001Report
- embraceitΒ·10:36True. Thanks for sharing.LikeReport