$Alibaba(BABA)$ Why I’m warming up to BABA:
Domestic engine is still strong
While global headlines scream “trade war,” China’s internal consumption is quietly bouncing back—and Taobao is proof.Undervalued vs. global peers
Look at Amazon’s P/E vs. Alibaba’s. The discount is massive, and the business model is still very cash-generative.Cloud & AI optionality
Alibaba Cloud may have been hit by regulation, but don’t count it out. Any easing or pivot to AI infra, and this unit becomes a growth lever again.
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