Alibaba (i) – the sleeping giant awakens, but only bold investors jump in now!

For me, Alibaba(i) is currently the most exciting turnaround story in China’s tech landscape. After the stock lost about one third of its annual value, I finally see the potential inflection point I have been waiting for with the surge of nearly 14% on July 8. However, the real value driver for me is not the core business, but the cloud: 40.1% market share in full-stack AI clouds and 38% revenue growth are significant, especially since AI-related revenues have already grown three-digit for the eleventh consecutive quarter. I am convinced by the...