$Alibaba(BABA)$ The BABA story

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$Alibaba(BABA)$ The BABA story, at least in the near term, has become more about cloud and AI than e-commerce. E-commerce will be a solid business that BABA will lead for years and will grow with the Chinese consumer who is destined to continue to grow faster than the developed world consumer for years to come. But the near term growth that will really move the needle is in cloud and AI. This will be what gets BABA rerated as a growth stock instead of a value stock and could be what sends us back to all time highs much sooner than anticipated.

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