Brian Coughlin

Brian Coughlin

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$BABA twitter.com/EquityBrian/status...

JPM on $BABA: AI narrative drives the re-rate. Buy on further multiple expansion.

Dennis Hong of ShawSpring Partners adds $BABA as a top 4 position.

Alibaba’s in-house PPU chips are reportedly “close to or better than peers.” Internal use only for now. Word is they’re watching $BIDU. If Baidu’s transparency on their chip program doesn’t trigger US sanctions, $BABA may start disclosing more.

Morgan Stanley expects $BABA to capture 40% of China’s incremental AI cloud spending over the next 3 years. That’s more than Huawei, Bytedance, Tencent, and AWS China combined.

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