$Alibaba(BABA)$ the coming ear-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Alibaba(BABA)$ the coming earning will drive a rally to $195. Rerating catalyst is abundant with consumer market recovering and positive property sector recovery. AI growth and CAPEX is driving mass adoption and monetization in China and revenue growth is on the verge of explosive uptrend. China tech companies will win AI adoption and market shares with their open source model And full stack solution. 12 mth target $235

Alibaba AI ARR to Exceed ¥30Bln! Can Capex Convert to Revenue Growth?

Alibaba jumped 8.2% as the Q4 earnings call quote "not a single GPU sits idle". Despite non-GAAP net income of just $86M for the quarter, markets are pricing the forward curve of AI ARR surpassing $30B by year-end and capex exceeding 380B yuan. How do you see it, and is the current level still worth chasing? The only real question for whether this story holds: can the ¥380 billion capex be converted into revenue growth on time? Do you believe in Alibaba’s transformation, and is this a good price to add to your position?

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