$BABA (Alibaba-ADR) is making a comeback, not as the messy giant it once was, but as a focused, AI-powered growth machine.
Two engines, one clear goal: dominate China’s consumers and the world’s AI cloud.
Here’s why $BABA might be one of the most underrated tech plays right now 👇
For years, Alibaba was everywhere: e-commerce, logistics, entertainment, payments.
Now it’s simplifying into two main pillars:
💡 Consumer Platform: Taobao, Tmall, Ele.me
☁️ Infrastructure Platform: Alibaba Cloud + AI
A leaner structure = faster execution.
The e-commerce engine is heating up again 🔥
Taobao’s new Instant Commerce lets users buy and receive items within an hour.
Add in loyalty perks + better UX, and engagement is rising fast.
Double-digit growth in customer management revenue proves it’s working.
Meanwhile, Alibaba’s Amap app is becoming more than maps.
It’s now a lifestyle platform that ranks restaurants and hotels using AI.
During China’s National Day, Amap hit 360M daily active users (huge traffic that links perfectly with Ele.me and Taobao).
Now for the real kicker: Alibaba Cloud ☁️
AI product revenue has grown triple-digits for 7 straight quarters!
Cloud revenue up 26% YoY, powered by its open-source Qwen3 model family.
It’s building China’s biggest AI ecosystem, and monetising it fast.
Financials look solid 💰
• FY revenue +6%
• Operating income +24%
• Nearly ¥586B in cash
With buybacks, dividends, and a focus on “User-First” growth, Alibaba’s setting up for long-term compounding.
The market still values $BABA like it’s stuck in 2021, but it’s not.
It’s now a focused, disciplined company riding two megatrends:
🛒 Digital consumption
🤖 Artificial Intelligence
Sometimes, the best comeback stories start when no one’s watching. 🦊... Show More
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