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1 No-Brainer Artificial Intelligence (AI) Stock to Buy With $150 Right Now

The article argues Alibaba (BABA) is a buy thanks to accelerating AI and cloud momentum that should drive revenue and margin expansion despite near-term profitability drag from heavy AI investments. Alibaba’s cloud/AI segment grew 38% last quarter (40% from external customers), with AI-related revenue posting an 11th straight quarter of triple‑digit growth and management forecasting AI ARR to triple to RMB 30 billion by H2. Quick‑commerce is scaling (57% YoY to ~$2.9B) but weighs on margins. Management highlights proprietary Zhenwu chips (M890) as a structural advantage amid compute scarcity. At roughly $130 a share, the firm trades at a forward P/E of ~19 and EV/EBITDA ~13.5, which the author views as attractive valuation for AI exposure. Overall market tone: bullish for Alibaba and AI/cloud exposure.

Category

NVIDIA

Sentiment

Bullish

Event

Market commentary

Reading time

1 min