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# Alibaba: Bullish On Cloud, International Digital Commerce And Margin Expansion (Archive)
- URL: https://www.huntingalphas.com/alibaba-bullish-on-cloud-international-digital-commerce-and-margin-expansion-archive/
- Published: 2024-08-19T08:03:00.000Z
- Updated: 2026-02-27T13:03:57.000Z
- Description: Alibaba’s cloud, international commerce and logistics engines are igniting a profitable turnaround.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, Consumer, BABA

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- I have stayed on the sidelines for Alibaba. But now despite Q1FY25's lackluster revenue growth and no margin improvement, I am joining Wall St and Michael Burry as a bull.
- There are some growth shoots in Cloud and AIDC, driven by customers' increased budgets for AI-related cloud computing spends and an improved platform experience, respectively.
- My confidence in margin expansion is higher now as management has indicated a greater focus on monetization with a clearer timeline of 1-2 years to achieve breakeven in unprofitable businesses.
- With these growth and margin catalysts, I believe it is an opportune time to capitalize on the discounted valuations, especially since the technical signals also point bullish.
- Chinese Retail Sales are a key macroeconomic monitorable to adjudge the health of BABA's largest but currently stagnant China Commerce segment.

Read the full article [here](https://seekingalpha.com/article/4715548-alibaba-stock-bullish-on-cloud-international-digital-cmmerce-margin-expansion?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*