$Alibaba(BABA)$
BABA's management focus on e-commerce and AI-driven cloud computing, demonstrating accelerating growth with AI-related product revenue achieving triple-digit growth for six consecutive quarters. Eddie Wu cited an explosion in demand for inference, which now accounts for 60%-70% of new customer demand, boosting cloud margins. Eddie Wu described near-term explosive growth in AI demand and long-term confidence in GenAI opportunities. Is BABA building nukes? Keep hearing the world explosion explosion explosion.

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