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Posted by
Two Blokes Jul 17 -
Filed in
Stock
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I think the market is blind to Alibaba's AI potential, where cloud revenue is seeing triple-digit growth, creating an opportunity similar to Amazon's early internet days. Trading at a cheap 12.7x forward P/E, my model suggests a $136 price target, offering ~19% upside, with more potential if analysts are wrong. Wall Street analysts may be mistakenly cutting earnings estimates, creating a low bar, and ignoring the massive, long-term monetization potential of Alibaba's AI ecosystem.
