BABA - Alibaba

Listed among 18 stocks near intrinsic value with potential for 9%+ returns over 10 years. No detailed analysis provided.

Host is building up his position again after losing shares to covered calls. He sees Alibaba as a long-term China play with strong AI cloud growth (triple-digit rates, 5.5B annualized AI revenue). Stock pulled back from $190 to $125 while underlying business strengthens. Stock analyzer shows middle price of $190-224 with potential 17.5% annual return. CEO announced new AI chip 3x more powerful than previous one.

Tepper trimmed Alibaba by 30%, now 7% of his portfolio. This is a second consecutive quarter of selling. Host notes Chinese tech growth is decelerating (Alibaba ~5% revenue growth) compared to US tech reacceleration.

Tepper trimmed Alibaba by 30%, reducing it to 7% of his portfolio. The host notes Chinese tech growth is lagging US tech, with Alibaba growing only ~5% revenue.

The video uses Alibaba as a case study for the analysis method. The presenter notes positive aspects (cloud segment growth, aggressive buybacks) but also raises concerns (revenue growth collapse from 50% to 10%, margin compression, recent halt in buybacks). He presents questions to investigate rather than a clear buy or sell recommendation, suggesting the stock warrants further investigation.

Brown expresses bearish sentiment on Chinese stocks, including Alibaba, due to overall market conditions.

Selling cash secured puts at $110 strike. He previously owned Alibaba and wants to rebuild the position after shares were called away from covered calls.

Paul currently has puts on Alibaba and is trying to rebuild his position after covered calls took shares away. He sees value in China's largest e-commerce platform serving 1.4 billion people, with revenue reaccelerating and the company in the middle of China's AI buildout. His stock analyzer shows a middle price estimate of $180-220 versus current $119. He sold puts at $110 strike, indicating he wants to own it at that level.

Paul previously owned it but lost shares to covered calls; now selling cash-secured puts to buy back at lower prices. Revenue growth re-accelerating. AI excitement drove stock from $60s to nearly $190 before pulling back. Michael Burry was buying under $100. Stock analyzer shows low $135, high $340, middle $220. Even low assumptions yield 10.5% return over 10 years.

Tepper trimmed Alibaba by 20%, continuing a multi-quarter reduction trend. All Chinese holdings are being reduced