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【EN】Alibaba (BABA) — A Heart Transplant in a Rainstorm | 2026 Valuation & Diagnostic Report
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【EN】Alibaba (BABA) — A Heart Transplant in a Rainstorm | 2026 Valuation & Diagnostic Report

Author’s Message:

“As a former physician, I have always believed that the most complex surgeries are performed during the most turbulent storms. Today, Alibaba is undergoing what can only be described as a ‘heart transplant’ in the midst of a digital rainstorm.

In this episode, I step away from the market noise to provide a diagnostic look at the empire’s structural metamorphosis. We analyze the shift from a ‘traffic middleman’ to a ‘premier AI infrastructure provider,’ weighing the vital signs of its $158–$164 intrinsic value. If you value clinical precision over market sentiment, join me in this 7-minute deep dive into the rebirth of a giant.”

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