$Alibaba(BABA)$ Forget just e-commerce，Alibaba Cloud is what’s getting me excited. Last year it crossed RMB 100B in revenue, and profits are finally looking strong. Now that AI is booming, cloud computing is the backbone，whoever owns the cloud, owns the future.
And Alibaba isn’t stopping there，they’re moving straight into industrial internet. Think about how many factories in China still need digitizing. That’s a market just as big (or bigger) than e-commerce. I’m betting this will be the growth engine that drives the valuation over the next 5-10 years.
Buying slow, holding long, this is one of those rare, long-game plays.
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