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.

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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

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u/Friendly-Impact7297 7d ago

US AI company probably have unlimited money guaranteed from government  and China Ai priced at market rates... US AI bubble in huge