Alibaba earnings play!
If cloud growth disappoints or AI spending continues to outpace monetization, the stock could easily fall back toward the US$120 range as investors revert to viewing Alibaba as a slower-growth retail platform rather than an AI infrastructure leader.
Currently, Alibaba feels like it is sitting directly between two identities:
Old China e-commerce giant vs. emerging AI platform company.
The next earnings report may determine which narrative wins. I hold a small position in BABA and will consider selling Put at $120 strike price to capture the high IV before earnings.
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