$Alibaba(BABA)$ Alibaba plans

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?

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Comments

Dan1192
02-25
Dan1192
be careful though and take profit whenever, the stock market is currently on a state of "buy on rumours, sell on news"
- DeltaDrift:
  Market is too optimistic at the moment… waiting for a draw down The capex in AI couldn’t realize at the moment
Max87
02-25
Max87
Cloud is not their fastest growing. AI is.
Valerie Archibald
02-24
Valerie Archibald
BABA's price is outrageously cheap, even after this run.
fuzzyx
02-24
fuzzyx
This investment seems promising
IreneWells
02-24
IreneWells
Exciting journey

Leave a comment

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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. 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