Alibaba Became Too Expensive On AI Tailwinds—I'd Rather Own Meta (NYSE:BABA)

Core Insights - Alibaba Group Holding Limited (BABA) is experiencing growth in its Alibaba International Digital Commerce Group (AIDC), which is seen as a key driver for the company's future growth [1] Group 1: Company Performance - The growth of AIDC has been highlighted by bulls as a significant factor for Alibaba's future performance [1] Group 2: Investment Strategy - The investment approach discussed emphasizes a long-term holding strategy, focusing on understanding market dynamics beyond traditional metrics like P/E ratios [1] - The perspective on investing includes recognizing the importance of human behavior and market sentiment in stock valuation [1]