#e-commerce
Alibaba (BABA) stock forecast: bear, base, and bull case to 2031
BABA stock forecast: cloud/AI growth vs China macro, DoD lawsuit and Anthropic allegation risk. 6mo/1yr/3yr/5yr bear/base/bull scenarios. Hold, ~15x earnings.
Amazon stock (AMZN): is it a buy at 30x while free cash flow is near zero, and the 6-month to 5-year bull, base, and bear
Deep research on AMZN: AWS at 57% of profit, $200B capex, near-zero free-cash-flow yield, and bear/base/bull scenarios across 6 months, 1 year, 3 years, and 5 years.