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

For the past few quarters, Alibaba Group Holding Limited ( BABA ) bulls have pointed at the growth of AIDC (Alibaba International Digital Commerce Group) as something that would propel the company's future growth, even as the company wasDecoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momen ...