How Mark Roussin, CPA’s view on $BABA changed

2026-08-30Bullish
“5 Stocks to BUY in September | Investor Weekly Playbook”
BABA is a buy for valuation and cloud/AI growth; size smaller than US mega-caps due to geopolitical risk.

And that leads us to stock number four, which is going to be Alibaba. Stock ticker BABA. And I know this stock is going to give some investors some concern and make them feel uncomfortable.

It's China, geopolitical risk, government intervention, consumer weakness. There are legitimate risks here. I'm not ignoring them. But that's also why the valuation opportunity exists.