
One of the most undervalued names in the recent rally in tech. I understand the ties to China and the dependence on a tariff deal, but there is a kicker that is not talked about enough with BABA. It is their cloud business. If you see how MSFT and AMZN are being priced in recent years because of AWS and Azure, then BABA is clearly undervalued. Tune in to see where I want in.