Alibaba's current price corresponds to its net liquidity plus the value of its shares in portfolio, stop........ therefore the business is currently free, if profits also arrive from artificial intelligence, we investors will have a global party.
When purely talking about LLMs AI that part IMO is currently not investable as every month a new & better company or model is announced, but on the hardware side definitely large sums of profits being made
Nobody is buying the neutered Nvidia chip except Alibaba and the reason is that they already have a large array of non neutered chips obtained before the sanctions. These new chips are only to expand their existing CUDA environment.
You can help this video and channel to get more traction by liking, subscribing and commenting!
I like your long dated China AI ETF analogy. That was spot on.
Overlapping thesis as tom hayes'.... would love to see him as a guest again and go deeper on the topic.
The buy back eventually will burn of a lot of shorts in the stock.
Thanks Marcel. Hope for some surprises to boot investors confident.
Excellent insight!
Alibaba's current price corresponds to its net liquidity plus the value of its shares in portfolio, stop........ therefore the business is currently free, if profits also arrive from artificial intelligence, we investors will have a global party.
correct
So buying baba.....got it.
GO #CHINA !!!
Smart analysis !!
When purely talking about LLMs AI that part IMO is currently not investable as every month a new & better company or model is announced, but on the hardware side definitely large sums of profits being made
As an Alibaba Investor - unfortunately we still have a lot of negativity. People are getting ready for America First Part 2 starting November 2024
Biden is much worse than Trump or any other candidate for China and Chinese stocks. During Trump HSI rallied +40% (pre-covid).
Trump isn’t going to win so chill.
Nobody is buying the neutered Nvidia chip except Alibaba and the reason is that they already have a large array of non neutered chips obtained before the sanctions. These new chips are only to expand their existing CUDA environment.