The real money on Alibaba wasn’t made this week.
Back in July 2024, in our Tier Two publication (VMF’s Security Selection), we highlighted a company that almost no one on Wall Street was talking about as an AI winner.
Not Nvidia. Not Microsoft. Not the usual suspects.
We went contrarian.
We said Alibaba was one of the most underfollowed and inexpensive AI plays in the market. At the time, the stock was trading at just $75.27.
Today? It’s set to open above $177.
That’s a gain of more than 135% in just 14 months... over $100 per share of upside.
This wasn’t luck. It was the result of our disciplined process: going where others aren’t looking, focusing on true value, and recognizing how AI would eventually redefine Alibaba’s business.
Now the headlines are catching up. Today’s news about Alibaba’s AI advancements is exactly the kind of catalyst we anticipated.
When the market finally wakes up, the biggest moves tend to come fast.
And Alibaba isn’t alone. We’ve built a full stable of opportunities that looked deeply contrarian when we first recommended them… but that are now becoming increasingly mainstream as this melt-up in financial markets unfolds.”
The question isn’t whether the market will wake up. It’s whether you’ll be on our list when it does.
Click here to get our full analysis on the next three contrarian AI plays.