$Alibaba(BABA.US) is quietly becoming one of the most asymmetric AI bets on the market.
• Trading at just 9.4x forward P/E • Holds $78B in cash, zero debt • Cloud Intelligence grew 21% YoY • China just committed $47B to AI infrastructure • US-China trade thaw reduces regulatory overhangBurry holds a 23% weighting of $Alibaba(BABA.US) in the fund. The stock is up 48% YTD.
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