To The Moon

I'm genuinely excited about Goldman Sachs $Goldman Sachs(GS)$   upgrading Alibaba's $Alibaba(BABA)$  target price to $179, especially with their bullish stance on its AI infrastructure. The news that Alibaba Cloud's valuation was raised to about $43 per ADR, alongside Barclays also lifting their target to $190 last week, has me feeling incredibly optimistic. With the Fed's recent 25 bps rate cut announced just this moning , I think the timing couldn't be better for a stock like Alibaba to shine. This combination of strong analyst support and a supportive monetary environment has me leaning heavily bullish.

I truly believe in Alibaba's AI growth story, particularly with the accelerating cloud business driving this valuation re-rating. The fact that major firms like Goldman and Barclays are backing this move tells me there's real potential here. I see the cloud division as a game-changer, powering AI innovations that could propel Alibaba to new heights. With lower interest rates now in play, I think this creates a perfect storm for tech stocks like Alibaba to rally, and I'm eager to jump on board this upward trend.

Looking ahead to the rest of 2025, I expect Alibaba's growth to keep accelerating, especially if the AI infrastructure continues to expand. The rate cuts we're seeing today, with more possibly on the way by year-end, should make borrowing cheaper and fuel more investment in tech. I'm particularly excited about how this could boost Alibaba's cloud services, which I see as a cornerstone for future profits. I'm planning to hold a strong position in Alibaba, confident that its AI story will pay off big time.

Of course, I know there might be some short-term volatility, but that doesn't dampen my enthusiasm. The positive analyst upgrades and the Fed's dovish policy outweigh any risks I can think of right now. I see any dips as chances to buy more, and I'm ready to stay aggressive with my investments. The market's reaction to this news, combined with the broader economic easing, reinforces my belief that Alibaba is on the cusp of a significant surge.

I also can't overlook the bigger picture here. With trade tensions easing thanks to the recent U.S.-China meeting, Chinese tech stocks like Alibaba could see a renaissance. Lower rates and a more stable global environment should encourage more business expansion, and I think Alibaba is perfectly positioned to capitalize on that. I'm envisioning a scenario where Alibaba not only hits these target prices but potentially exceeds them by mid-2025, and I want to be part of that growth story.

In summary, I'm wholeheartedly bullish on Alibaba right now. The Goldman upgrade to $179, the Barclays boost to $190, and the Fed's 25 bps cut today have me convinced this is a stock to watch. I believe in its AI growth potential, and with more rate cuts likely in 2025, I see a sustained rally ahead. I'm ready to invest heavily and ride this wave to impressive gains!

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

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