Just buy and hold!

2021-09-08

$Alibaba(BABA)$ Alibaba cloud is arguably the most bullish aspect of the $BABA thesis even though it’s <10% of FY21 total revenues and not yet profitable. Currently they have ~40% of cloud market share in the country. I think it’s fair to say Alibaba cloud in FY26 will be worth between $100-200B USD which is approx. ~20-40% of the current $BABA market cap. If they match AWS growth and margins (unlikely, not impossible) it could be worth >$300B.It's time to buy now!GLA

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