Traded Value$Alibaba(BABA.US)’s earnings look ugly (adjusted EBITA crashed 49%), but it’s deliberate — they’re sacrificing old e-commerce profits to go all-in on AI. Cloud revenue +36%, AI products up triple-digits for 10 straight quarters, Qwen AI now at 300M MAUs.
Bull case: revalue $Alibaba(BABA.US) as an AI infrastructure play, not dying retail.
@Bridge Buzz SG
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