source avatarJulien Portfolio Fire and Talk

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▶️ why i dont sell $BABA ? ▶️ They set a target of 100 Billions USD and AI revenue in 5 years (CEO) ▶️ Putting 20% margin would result in 20 Billions USD of cash flow just from Cloud ▶️ This business alone can be worth 300/400 billions USD depending on multiple you apply.

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