$Alibaba(BABA)$ Alibaba plans

64
6
Favorite

DeltaDrift
2025-02-24

Alibaba plans to invest $52.4 billion over the next three years to expand its cloud computing and AI infrastructure. The move aims to strengthen its global cloud position and AI-driven growth. CEO Eddie Wu called AI a “once-in-a-generation” opportunity, with Artificial General Intelligence as a long-term goal.

Alibaba is uniquely positioned due to its dual focus on cloud computing and AI. Its cloud segment is already the fastest-growing, and AI-related revenue has shown consistent triple-digit growth. This substantial commitment could significantly enhance its AI hosting and advanced service offerings, potentially capturing a larger market share as demand for AI solutions increases.

Stock price surge as possible changes in valuation is imposed, currently trading at 18x PE, company priced at TEV 311.9B. Worth a buy?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（6）

Top
Latest

Options777
·2025-02-25
be careful though and take profit whenever, the stock market is currently on a state of "buy on rumours, sell on news"
Reply
1
Report
Fold Replies
- DeltaDrift:
  Market is too optimistic at the moment… waiting for a draw down[LOL] The capex in AI couldn’t realize at the moment
  2025-02-25
  Reply
  Report
Max87
·2025-02-26
Cloud is not their fastest growing. AI is.
Reply
Like
Report
Valerie Archibald
·2025-02-24
BABA's price is outrageously cheap, even after this run.
Reply
Like
Report
fuzzyx
·2025-02-24
This investment seems promising
Reply
Like
Report
IreneWells
·2025-02-24
Exciting journey
Reply
Like
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":406923919544736,"tweetId":"406923919544736","gmtCreate":1740374175633,"gmtModify":1740374199987,"author":{"id":10000000000011028,"idStr":"10000000000011028","authorId":10000000000011028,"authorIdStr":"10000000000011028","name":"DeltaDrift","avatar":"https://community-static.tradeup.com/news/11d675a610354289230d3a2f6c6e4c88","vip":8,"userType":8,"introduction":"Drifting on Volatility","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":120,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/6f45858d91e62a76222f1cc0d64a9e15","width":"894","height":"586"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/6f45858d91e62a76222f1cc0d64a9e15","width":"894","height":"586"}],"title":"","html":"<html><head></head><body> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Alibaba plans to invest $52.4 billion over the next three years to expand its cloud computing and AI infrastructure. The move aims to strengthen its global cloud position and AI-driven growth. CEO Eddie Wu called AI a “once-in-a-generation” opportunity, with Artificial General Intelligence as a long-term goal. Alibaba is uniquely positioned due to its dual focus on cloud computing and AI. Its cloud segment is already the fastest-growing, and AI-related revenue has shown consistent triple-digit growth. This substantial commitment could significantly enhance its AI hosting and advanced service offerings, potentially capturing a larger market share as demand for AI solutions increases.Stock price surge as possible changes in valuation is imposed, currently trading at 18x PE, company priced at TEV 311.9B. Worth a buy?<img src=\"https://community-static.tradeup.com/news/6f45858d91e62a76222f1cc0d64a9e15\" tg-width=\"894\" tg-height=\"586\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Alibaba plans to invest $52.4 billion over the next three years to expand its cloud computing and AI infrastructure. The move aims to strengthen its global cloud position and AI-driven growth. CEO Eddie Wu called AI a “once-in-a-generation” opportunity, with Artificial General Intelligence as a long-term goal. Alibaba is uniquely positioned due to its dual focus on cloud computing and AI. Its cloud segment is already the fastest-growing, and AI-related revenue has shown consistent triple-digit growth. This substantial commitment could significantly enhance its AI hosting and advanced service offerings, potentially capturing a larger market share as demand for AI solutions increases.Stock price surge as possible changes in valuation is imposed, currently trading at 18x PE, company priced at TEV 311.9B. Worth a buy?<img src=\"https://community-static.tradeup.com/news/6f45858d91e62a76222f1cc0d64a9e15\" tg-width=\"894\" tg-height=\"586\"></body></html>","text":"$Alibaba(BABA)$ Alibaba plans to invest $52.4 billion over the next three years to expand its cloud computing and AI infrastructure. The move aims to strengthen its global cloud position and AI-driven growth. CEO Eddie Wu called AI a “once-in-a-generation” opportunity, with Artificial General Intelligence as a long-term goal. Alibaba is uniquely positioned due to its dual focus on cloud computing and AI. Its cloud segment is already the fastest-growing, and AI-related revenue has shown consistent triple-digit growth. This substantial commitment could significantly enhance its AI hosting and advanced service offerings, potentially capturing a larger market share as demand for AI solutions increases. Stock price surge as possible changes in valuation is imposed, currently trading at 18x PE, company priced at TEV 311.9B. Worth a buy?","highlighted":1,"essential":1,"paper":1,"likeSize":64,"commentSize":6,"repostSize":12,"favoriteSize":0,"link":"https://ttm.financial/post/406923919544736","repostId":0,"isVote":1,"tweetType":1,"viewCount":2408,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA","09988"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":718,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":407273891664384,"commentId":"407273891664384","gmtCreate":1740450076162,"gmtModify":1740450080191,"authorId":3580519485452891,"author":{"id":3580519485452891,"idStr":"3580519485452891","authorId":3580519485452891,"name":"Options777","avatar":"https://community-static.tradeup.com/news/1b5839016d4f4335984717c3b350642a","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.07","exceedPercentage":"93.90%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":1},"hat":"https://static.tigerbbs.com/5e229703617aa21468be0118c98a6751","crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"b60f9be89c9045918894eb45497e414c-1","name":"2026 Gold Brick x1","description":"Achieved over USD 100,000 in investment returns in 2026","smallImgUrl":"https://community-static.tradeup.com/news/b2ed0473fa586db416aeaa45fccbea6a","bigImgUrl":"https://community-static.tradeup.com/news/76100fa5c91127ec3dc8738f742ec8b5","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"972123088c9646f7b6091ae0662215be-3","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":406923919544736,"objectIdStr":"406923919544736","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"be careful though and take profit whenever, the stock market is currently on a state of \"buy on rumours, sell on news\"","text":"be careful though and take profit whenever, the stock market is currently on a state of \"buy on rumours, sell on news\"","html":"be careful though and take profit whenever, the stock market is currently on a state of \"buy on rumours, sell on news\"","likeSize":1,"commentSize":1,"subComments":[{"id":407241805672536,"commentId":"407241805672536","gmtCreate":1740453260833,"gmtModify":1740453265710,"authorId":10000000000011028,"author":{"id":10000000000011028,"idStr":"10000000000011028","authorId":10000000000011028,"name":"DeltaDrift","avatar":"https://community-static.tradeup.com/news/11d675a610354289230d3a2f6c6e4c88","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":406923919544736,"objectIdStr":"406923919544736","type":1,"supId":407273891664384,"supIdStr":"407273891664384","prevId":0,"prevIdStr":"0","content":"Market is too optimistic at the moment… waiting for a draw down[LOL] The capex in AI couldn’t realize at the moment","text":"Market is too optimistic at the moment… waiting for a draw down[LOL] The capex in AI couldn’t realize at the moment","html":"Market is too optimistic at the moment… waiting for a draw down[LOL] The capex in AI couldn’t realize at the moment","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":407566824546632,"commentId":"407566824546632","gmtCreate":1740521691074,"gmtModify":1740521694850,"authorId":3566067400555906,"author":{"id":3566067400555906,"idStr":"3566067400555906","authorId":3566067400555906,"name":"Max87","avatar":"https://static.tigerbbs.com/219d0a08ffb0e55100e7065a33ff101a","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":406923919544736,"objectIdStr":"406923919544736","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Cloud is not their fastest growing. AI is.","text":"Cloud is not their fastest growing. AI is.","html":"Cloud is not their fastest growing. AI is.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":406979612795248,"commentId":"406979612795248","gmtCreate":1740387692861,"gmtModify":1740387697712,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":406923919544736,"objectIdStr":"406923919544736","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"BABA's price is outrageously cheap, even after this run.","text":"BABA's price is outrageously cheap, even after this run.","html":"BABA's price is outrageously cheap, even after this run.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":406924260524712,"commentId":"406924260524712","gmtCreate":1740374632047,"gmtModify":1740381650024,"authorId":9000000000000407,"author":{"id":9000000000000407,"idStr":"9000000000000407","authorId":9000000000000407,"name":"fuzzyx","avatar":"https://static.tigerbbs.com/df6a0fed4b2624034014be633476534a","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":406923919544736,"objectIdStr":"406923919544736","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"This investment seems promising","text":"This investment seems promising","html":"This investment seems promising","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":406925421965536,"commentId":"406925421965536","gmtCreate":1740374631170,"gmtModify":1740381650205,"authorId":9000000000000556,"author":{"id":9000000000000556,"idStr":"9000000000000556","authorId":9000000000000556,"name":"IreneWells","avatar":"https://static.tigerbbs.com/647889b9ec4af75d89345c4c4e3b48f6","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":406923919544736,"objectIdStr":"406923919544736","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Exciting journey","text":"Exciting journey","html":"Exciting journey","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}