Alibaba: Better AI Value Than Amazon

Silicone Scrooge Insights429 FollowersFollow5ShareSavePlay(10min)CommentsSummaryAlibaba is transforming into a full-stack AI and cloud infrastructure leader, with its Cloud Intelligence Group now outpacing e-commerce growth.CIG revenues surged 34% year-over-year, driven by proprietary T-Head AI chips and dominant 34% market share in China's cloud infrastructure sector.BABA trades at a steep valuation discount to U.S. peers despite comparable growth and market dominance, suggesting significant upside potential if the gap narrows.I rate BABA a Buy, as CIG's rapid expansion and strategic alignment with China's tech self-sufficiency offer a compelling, underappreciated growth engine. maybefalse/iStock Unreleased via Getty Images My Long Thesis For Alibaba Holdings Alibaba (BABA) is far more than an e-commerce giant; it is providing the fundamental digital infrastructure that is necessary for Chinese companies to win in the global AIThis article was written bySilicone Scrooge Insights429 FollowersFollowI’m a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments in AI-driven companies. Although I don’t come from a traditional finance background, I’ve developed a strong passion for understanding how artificial intelligence is transforming the global economy. Over the past few years, I’ve become increasingly fascinated by the possibilities of AI—how it’s reshaping industries, driving innovation, and creating new investment frontiers. My portfolio is primarily centered around leading AI-related companies such as NVIDIA and others at the forefront of this technological revolution. I believe we’re only in the early stages of AI’s impact, and the coming decade will present remarkable opportunities for both retail and institutional investors. My goal is to continue learning, sharing insights, and building long-term wealth by investing in the technologies shaping our future.Analyst’s Disclosure:I/we have a beneficial long position in the shares of BABA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.