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Posted by
Two Blokes Jul 9 -
Filed in
Stock
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11 views
Alibaba remains deeply undervalued at 11x earnings despite a 50% rally, offering a rare entry into AI, robotics, and drone growth. The company boasts a strong balance sheet, robust earnings growth, and major investments in AI, cloud, robotics, and healthcare innovation. Risks include Chinese regulatory uncertainty and geopolitical tensions, especially regarding Taiwan, which temper my position size but not my conviction.
