Hidden Gems in BABA portfolio of investee companies

Investor summaryBullish

BABA's market valuation ignores its valuable stakes in unlisted AI, robotics, and semiconductor companies like CXMT.

Bull points

The post highlights a list of high-potential unlisted tech companies in BABA's portfolio.
Argues that the broader market is mispricing BABA by ignoring these hidden assets.
Points to imminent IPOs like CXMT as near-term catalysts for value realization.

BABA半导体价值 / 回购

Post body

Market valuations are not reflecting the following investments in BABA portfolio.

1) Cambricon Technologies

2) CXMT ( Filing for IPO Next week) BABA has stake of 5%

3) YMTC

4) Horizon Robotics

5) Unitree Robotics

6)AgiBot

7) Dexmal

8) Minimax AI

9) Knowledge Atlas

Discussion · top comments11 selected

u/Bryzera 8· 23d ago

Good -5% more

u/I_Am_AI_Bot 3· 23d ago

CXMT is China Micron/Samsung, 5% of it alone is already worth 15 - 20B.

u/AzureDreamer 2· 23d ago

Otherwise known as 50% of babas market cap

u/Trubo_XL 3· 23d ago

It seems like BABA has Midas touched everything except themselves

u/catsouttathebag8 5· 23d ago

They should start touching themselves. Preferrably at night

u/uedison728 2· 23d ago

Hahhahaah

u/AzureDreamer 1· 23d ago

24 hour shipping let us handle your package giggity

u/I_Am_AI_Bot 2· 23d ago

Also Kimi and Zhipu.

u/ilikeelks 2· 23d ago

That's under knowledge atlas and minimax. Alibaba is the largest shareholder in both of them

u/Book_Justice 1· 23d ago

We don’t invest in Baba because they have an investment portfolio.

Similar to how people don’t invest in Google because of their spaceX and Anthropic shares

u/BigFatSquirrel888 1· 23d ago

What’s their percentage in other companies? Not publicly declared?