Alibaba is a hold as the creator evaluates re-entry based on cloud/AI growth and current valuation, despite e-commerce competition.
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Alibaba Stock a Buy Again?
Value Investing with Sven Carlin, Ph.D.Mar 24, 2026
The creator discusses Alibaba's recent performance, highlighting strong growth in cloud and AI businesses while acknowledging ongoing competition and margin pressures in e-commerce. He notes his past trading activity with the stock and considers a potential re-entry based on its current valuation and future prospects, particularly in AI infrastructure.
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