r/baba
My honest take on Baba
Author is highly bullish on BABA, targeting $400, citing AI investments, cash reserves, and chip competition with NVIDIA.
- Heavily investing in AI and competing with NVIDIA in the advanced chip race.
- Sitting on an incredible cash reserve.
- Fair value estimated at $400, offering massive upside from the $135 entry.
They’re literally taking on NVIDIA in the advanced chip race, heavily investing in AI, and sitting on an incredible cash reserve. My fair value take on Alibaba Group is at least $400.
Started with 500 shares at $135 as a starter position. As volume continues coming in, I’ll keep adding more Baba.
This my journey, not an advice for you nor encourage you to buy or sell. I believe in Baba, and I am sticking with my thesis.
Welcome to the club!!! It’s going to the moon!!! (Btw its probably going to $75 for no reason)
If you love it at $135, you’ll marry it at $80. Welcome, brethren.
LFG! 🚀
That's what i thought when google was in 70s ans baba in 90s
When the table turns the govt will do a crackdown for share prosperity in china
Vs shareholders approval at expense of usa citizens in USA
BABA BULL Master Leong has been saying this for at least 5 years.
About 5-6 years ago we were hearing that Baba will take 300$ not earlier than ten years and we were laughing. I recognize myself in you. Not just me but every Baba bagholder who started the journey from the beginning. I wish you will be right but it doesn't seem to change something soon
Just sell and buy Microsoft google and meta
Why will you hold something if you don’t believe it will do well?
What does this chart tell us? Mind you elaborate?
alibaba is missing partners
The flagship Qwen models are not open source
Welcome new bag holder
They are not taking on Nvidia. Designing ASIC is not that hard and many companies can do it. However I do agree Alibaba has a lot of potential because they have good models + cloud + their own chips. Amazon has cloud and good chips but not good models. I have 3000 shares with average cost of $124
😂