$Alibaba(BABA)$ Price at $147.50. dr.m sees Baba continuing the massive rise with huge tailwinds to push it much higher under the Trump administration in 2026-2027. Keep in mind, under Trump, Baba hit $319.00.
$Alibaba(BABA)$ Nasdaq is up while Alibaba's stock fell after an average earnings call. Looking at history, this kind of price action on earnings day isn't uncommon. Watch for positive news in the coming months to help lift the stock. By year's end, if the ANT IPO gets announced, Alibaba could indeed breach $205. The meeting between U.S. and Chinese leaders should also ease delisting fears for Chinese stocks, Alibaba included. On the earnings call, it was mentioned that Alibaba is spending heavily on AI, which should strengthen the company for years to come. Short-term bumps, but long-term gains for Alibaba. Good luck to holders.
I think Alibaba is substantially undervalued. The market still prices it as a mature Chinese e-commerce company, but its most valuable future may be as China’s dominant AI and cloud platform. Alibaba Cloud is the country’s clear leader in scale, data, enterprise relationships, and compute distribution—the exact assets needed to monetize AI at a national scale. And unlike many AI companies burning capital without profits, Alibaba funds its AI buildout through massive cash-generating commerce businesses. What investors overlook is the embedded optionality: every incremental advance in AI can be monetized across its cloud infrastructure, enterprise software, logistics, advertising, payments, and consumer ecosystems that already touch hundreds of millions of users. Few companies globally have
Reports indicate $Alibaba(BABA)$ began developing this chip in September 2018. They identified a need for domestically produced chips. This was never disclosed in earnings reports or press releases. The company now plans to spin off this operation through an IPO, allocating shares to employees involved. The venture is named T-Head, a detail previously unreported. $Alibaba(BABA)$ maintained secrecy around this project. Given the IPO move, the chip technology appears market-ready. Shareholders may receive T-Head shares. This initiative creates wealth for workers and shareholders. The chip could potentially compete with NVDA.
$Alibaba(BABA)$ Earnings momentum keeps rolling all week. Expecting blockbuster announcements - massive share buyback, dividend hike, Ant Group relisting, Ma-related developments in spotlight.