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Alibaba: AI Boom Is Quietly Rewriting Its Narrative (Rating Upgrade)
Seeking Alphaยท2025-11-23 14:00

Core Insights - The enthusiasm in Chinese equities, particularly for Alibaba Group Holding (BABA), appears to be diminishing after a strong third quarter [1] Group 1: Analyst Profile - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors [1] - The analyst identifies attractive risk/reward opportunities that aim to generate alpha significantly above the S&P 500 [1] - The investment strategy combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting undervalued ones with recovery potential [1] Group 2: Investment Strategy - The investing group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors [1] - The focus is on growth stocks with strong fundamentals, buying momentum, and turnaround plays at attractive valuations, with a 18 to 24 month outlook [1]