Cristia Calle Mercado @CCalle: "𝘼𝙡𝙞𝙗𝙖𝙗𝙖 𝙪𝙥 𝟲%. 𝙒𝙝𝙮? ..."

Spain

𝘼𝙡𝙞𝙗𝙖𝙗𝙖 𝙪𝙥 𝟲%. 𝙒𝙝𝙮? 👇🏼 $BABA (Alibaba-ADR) is up by 6% after the news that it will be part of $AAPL (Apple) ecosystem in iOS, iPadOS, macOS, and visionOS, that is, all of Apple's hardware, for Chinese users. As we know, Apple has chosen to stay away from the AI wars to pick the winner of the bunch. That way, they have access to the best capabilities without spending even a single dollar. Well, they've already chosen the winner in China, and that's Alibaba. By buying Alibaba, you obtain a huge e-commerce that prints cash flow for the company, a huge cloud segment which is currently growing at over 40% per year, and then AI capabilities that are top in the world. All this, at a fraction of what you would pay for any other AI asset in the world, including the big names of $GOOG (Alphabet), $AMZN (Amazon.com Inc), and $META (Meta Platforms Inc) That's why I hold a sizeable position in Alibaba by owning the Hong Kong stock $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) . The thesis relies on e-commerce delivering cash, and the cloud business being profitable. All AI optionality we're getting for free. That's what I like: owning future optionality for $0 of cost. ___________________________________________________________ 👉🏼 I'm Cristià Calle, former CFO of a multinational company with more than 10 years of experience in finance. I apply my knowledge to the stock market to buy businesses for cents on the dollar. Since its inception, my portfolio has returned over 200%, with a compounded annual growth rate of +20% during the first six years. Let a professional manage the strategy ➡️ Copy my portfolio today. $SPX500 $NSDQ100 $BTC

Not investment advice. The author may have financial interests in the mentioned instruments.