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# Forget U.S. Tech Giants And Buy Alibaba Instead (Archive)
- URL: https://www.huntingalphas.com/forget-u-s-tech-giants-and-buy-alibaba-instead-archive/
- Published: 2025-03-20T13:17:00.000Z
- Updated: 2026-02-28T16:00:33.000Z
- Description: Alibaba’s AI, cloud, macro tailwinds and sale catalysts support renewed bullish conviction.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, BABA, Consumer

*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](https://seekingalpha.com/article/4769049-forget-us-tech-giants-and-buy-alibaba-instead?ref=huntingalphas.com).

#### Disclosures and Disclaimers

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