
Rate Of Return
Alibaba$Apple(AAPL.US) remains a high-quality asset with proven execution, strong cash flows, and a dominant market position, making it a core holding for long-term portfolios. The Q2 2026 earnings beat and aggressive buyback program provide a solid fundamental floor. However, considering the entry price and the elevated valuation multiples (P/E > 35x) now, plus the possibility of a post-rally consolidation suggest a “wait-and-see” approach or dollar-cost averaging might be prudent rather than a lump-sum investment. @Bridge Buzz SG
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