Forget U.S. Tech Giants And Buy Alibaba Instead (Archive)

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

• China's leading economic and business conditions indicators paint a favorable macro backdrop for Alibaba's Commerce and Cloud Intelligence businesses.
• Alibaba is investing significantly in AI and cloud computing, with good execution traction. This can be a long-term revenue growth driver, particularly in the Cloud Intelligence Group.
• The upcoming AliExpress sale season is likely to boost AIDC revenues for the Mar'25 quarter.
• BABA stock, though priced at a premium compared to Chinese ADRs, is relatively reasonably priced vs the S&P 500 and US tech stocks. Relative technicals are bullish.
• Negative impact of US-China tariffs is a risk monitorable but its impact may be overstated.

Read the full article here.