Buy BABA by Jul 2, 2026.

Two years ago the consensus on Chinese tech was pretty much "don't touch it." Regulatory crackdowns, delisting fears, Jack Ma disappearing, the whole narrative was that these companies were uninvestable. Alibaba dropped 82% from its 2020 highs and was trading under $80 in 2024. Fast forward to now and the story looks completely different. Alibaba committed $53 billion over three years (2025 to 2028) to cloud and AI infrastructure. To put that in perspective, that's more than the company spent …