To The Moon

$BABA-W(09988)$ Looking at the growth potential and projections in cloud and AI, while keeping competitor risk and political risk in mind. This is where I see Alibaba shares trading in three years. 1) 5% chance below $80 2) 10% chance between $80 and $95 3) 20% chance between $95 and $110 4) 10% chance between $110 and $140 5) 10% chance between $140 and $155 6) 10% chance between $155 and $170 7) 10% chance between $170 and $190 8) 25% chance over $190 I'm generally risk averse, but I think at $91, the risk may be starting to feel worth the reward. I think in three years we could be looking at an EPS in the $9.20 to $11.00 range.

$BABA-W(09988)$ Mid-80s on high volume in the coming days. Then the short selling pressure might ease, with a potential bottom forming by the middle of next week. Baba looks like a compelling long-term investment at these levels. You just need a 2-3 year horizon rather than the 2-3 months most of Wall Street focuses on.

$BABA-W(09988)$  At this point, I think you have to trust the Warren Buffett approach: buy great companies and, if you're right, you'll be rewarded over time. This company is a behemoth, and the stock price just doesn't reflect that.

$BABA-W(09988)$ This current price range has me pretty excited. It reminds me of the situation two years ago. That glorious buy around 80.

$BABA-W(09988)$  Chinese stocks are so oversold right now that even a small piece of good news could send them up 20%. I know it might not mean much for those who bought in the mid-100s, but it looks like a decent chance to double down and lower the cost basis. This seems like a solid opportunity. I'm particularly interested in PDD and JD, both trading at under 8 times P/E.

$BABA-W(09988)$ I have to imagine that whoever is in charge of the buyback at BABA is salivating right now. Over 19 billion to spend at these prices. Sure, keep selling.

$BABA-W(09988)$  Just bought 500 shares at an average of $95.5 for a short-term trade. This looks like a mini-capitulation. I'm already heavily loaded on JD, so I can't buy more BABA. I think there's a 20% chance we close above $100, which would set a short-term low.

$BABA-W(09988)$ At current levels, $Alibaba(BABA)$  might prove to be a hidden opportunity for long-term investors. The market is still pricing in a lot of skepticism, but the company maintains its dominant position in China's e-commerce and cloud markets, generates strong cash flow, and is actively returning capital through buybacks. If sentiment toward Chinese equities improves even a bit, today's valuation could look very cheap in hindsight, offering an attractive risk-reward setup for patient shareholders. On top of that, Alibaba is emerging as a significant player in AI through its cloud infrastructure and models, positioning it well to benefit from the rapid adoption of AI across China an

$BABA-W(09988)$ PE of 15. The PEG ratio is outrageously low, under 1. What's it going to take? Hopefully Qwen and cheaper chips.

$BABA-W(09988)$  This sure looks cheap right now. The Snow Clown reiterates a buy rating.