$Alibaba(BABA)$ Alibaba: Earni-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Alibaba(BABA)$

Alibaba: Earnings, Value Outlook & Technical Insights 💼📈🔍

On to Alibaba for quite a bit as good long and diversification with $75usd. Now it's relative fair value and hope it goes higher. Coz still have options to sell. Let's see. Hope the New AI Chip is gonna be a big mega star.

China market Wise, Alicloud is the preferred one. So long term is an advantage. And Alipay still a leader and probably a southeast Asian Leader too,... and growing to more markets

For Now... here we go

1. Earnings Recap: Cloud Shines Despite Retail Headwinds

• Mixed results: In the quarter ending June 2025, Alibaba’s total revenue was ¥247.65 billion (~US$34.6 billion)—slightly below estimates of ¥252.92 billion, weighed down by a struggling e-commerce segment.

• Bright spot: Its cloud computing segment surged 26% YoY to ¥33.40 billion, beating the expected 18.4% growth.

2. Value Narrative: Strategic AI Pivot & Chip Innovation

• New AI chip unveiled: Alibaba has developed a more versatile AI inference chip aimed at reducing reliance on Nvidia. This chip—still in testing—supports inference tasks broadly and is compatible with Nvidia’s software platform.

• Long-term commitment: The company plans to invest over US$50–53 billion in AI and cloud infrastructure over the next three years—a bold move for future growth.

• Sector momentum: This aligns with broader industry efforts in China to transition from Nvidia chips to domestic AI solutions amid geopolitical challenges.

3. Technical Analysis & Entry Strategy

• Recent performance: On August 29, 2025, Alibaba shares traded around US$119–120, down slightly in pre-market due to muted retail earnings.

• Entry point ideas:

• Conservative approach: Consider accumulating near the US$115–118 range, which could act as short-term support.

• Growth-sensitive investors: A breakout above US$122–125 on renewed confidence in AI/cloud momentum could signal stronger upside.

• Long-term fair value: With consistent cloud growth and strategic AI investments, Alibaba could justify a forward P/E of ~15–18, especially if earnings accelerate from AI and enterprise services.

*PS: DYOR and Not Financial Advice

Alibaba: A Hold Till $150 or Take Profit After Super Boost?

Although food delivery is expected to weigh on profits, Alibaba delivered a positive surprise: the company has developed a new AI chip to fill the gap left by Nvidia in the Chinese market. The stock jumps 10%! FCF recorded a net outflow of RMB 18.815 billion, mainly reflecting increased spending on cloud infrastructure and investment in “Taobao Flash Sales.” ----------- Can AI become Alibaba’s next growth driver? Do you have confidence in Alibaba’s performance following this earnings report?

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.

Comments

Porter Harry
08-29
Porter Harry
Good company, good investment.
Venus Reade
08-30
Venus Reade
Triple digit growth in cloud business, impressive
Merle Ted
08-30
Merle Ted
Patience pays off at the end.

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Now it's relative fair value and hope it goes higher. Coz still have options to sell. Let's see. Hope the New AI Chip is gonna be a big mega star.&nbsp;</p>\n<p>China market Wise, Alicloud is the preferred one. So long term is an advantage. And Alipay still a leader and probably a southeast Asian Leader too,... and growing to more markets&nbsp;</p>\n<p>For Now... here we go</p>\n<p>1. Earnings Recap: Cloud Shines Despite Retail Headwinds</p>\n<p>• Mixed results: In the quarter ending June 2025, Alibaba’s total revenue was ¥247.65 billion (~US$34.6 billion)—slightly below estimates of ¥252.92 billion, weighed down by a struggling e-commerce segment. </p>\n<p>• Bright spot: Its cloud computing segment surged 26% YoY to ¥33.40 billion, beating the expected 18.4% growth. </p>\n<p>2. Value Narrative: Strategic AI Pivot &amp; Chip Innovation</p>\n<p>• New AI chip unveiled: Alibaba has developed a more versatile AI inference chip aimed at reducing reliance on Nvidia. 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Now it's relative fair value and hope it goes higher. Coz still have options to sell. Let's see. Hope the New AI Chip is gonna be a big mega star. China market Wise, Alicloud is the preferred one. So long term is an advantage. And Alipay still a leader and probably a southeast Asian Leader too,... and growing to more markets For Now... here we go 1. Earnings Recap: Cloud Shines Despite Retail Headwinds • Mixed results: In the quarter ending June 2025, Alibaba’s total revenue was ¥247.65 billion (~US$34.6 billion)—slightly below estimates of ¥252.92 billion, weighed down by a struggling e-commerce segment.  • Bright spot: Its cloud computing segment surged 26% YoY to ¥33.40 billion, beating the expected 18.4% growth.  2. Value Narrative: Strategic AI Pivot & Chip Innovation • New AI chip unveiled: Alibaba has developed a more versatile AI inference chip aimed at reducing reliance on Nvidia. This chip—still in testing—supports inference tasks broadly and is compatible with Nvidia’s software platform.  • Long-term commitment: The company plans to invest over US$50–53 billion in AI and cloud infrastructure over the next three years—a bold move for future growth.  • Sector momentum: This aligns with broader industry efforts in China to transition from Nvidia chips to domestic AI solutions amid geopolitical challenges.  3. 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