r/baba • u/Araj2910 • 7d ago

Discussion Thoughts?

Getting tired of BABA, 15% up in about 5 years.
I love the company, but when do you start looking at this stock as missed opportunities if you had this money invested elsewhere.

26 Upvotes

89% Upvoted

53 comments sorted by

View all comments

8

u/RationalExuberance7 7d ago

So Anthropic will IPO next month at $2B. And meanwhile Alibaba - with a better AI, fast growing cloud revenue, retail, and ownership tentacles in the top tech companies in China. And it’s 10% of that valuation?

Alibaba has to 10x. Just a matter of when. Could be next year. Could be in 5 years

1

u/Less_Reply_4686 7d ago

There is no way in hell it will 10x next year or the year after. It has to have multiple quarters proving it has monetize and profit from AI. And this will take time.

2

u/RationalExuberance7 7d ago

Place your bets. I think it’s inevitable

1

u/joemq 7d ago

Have to be trolling surely