Alibaba Group
Where the voices land
All voices 1 voice1 bullish
Strongly bullish
- THThomas HayesStrongly bullish Expects Alibaba, the cheapest AI play in the world, to re-rate as its stakes and AI revenue growth get recognized. “you can't give the stock away that's going to change” ▶ 9:52 Great Rotation Happening Now: Why Chip Stocks Ar… · 13 Oct
1 bullish
Also asked
Valuation 1 voice← expensive · cheap →1 cheap
Strongly cheap
- THThomas HayesStrongly cheap Sees Alibaba as the cheapest AI play in the world, trading at the lowest relative multiple with the healthiest balance sheet. “Alibaba, which is the cheapest AI play in the world” ▶ 9:52 Great Rotation Happening Now: Why Chip Stocks Ar… · 13 Oct
Mentions
4 this weekWed 7Tue 13 · 2Thu 15
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Afra Wang 1 mention
- Bloomberg 1 mention
- The Kobeissi Letter 1 mention
- Kaiser Kuo 1 mention
- Thomas Hayes 1 mention
- David Lin 1 mention
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