Alibaba: Now An AI Growth Stock

Alibaba Group Holding Limited delivered a strong Q4, with Cloud Intelligence Group achieving a sequential growth acceleration and AI revenues soaring triple digits for the eleventh consecutive quarter. BABA trades at just 14.4X forward earnings, a valuation that fails to reflect its accelerating Cloud and AI growth potential. The company is investing RMB 380B (~$56B) over three years in Cloud and AI CapEx, targeting over $100B in annual external Cloud/AI revenues within five years.