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Alibaba stock vs Amazon stock. When comparing BABA vs AMZN we see something doesn't add up. While Amazon dwarfs Alibaba in both market cap and revenues, it should actually be the other way around. That's because BABA is said to have a 50% market share in Chinese ecommerce which is said to be half of global ecommerce which is $5.2 trillion. Regardless of this anomaly, we take a closer look at how both Amazon and Alibaba are classified and consider the effects of cloud computing growth, especially for Amazon. The main reason we would never invest in $BABA stock is because it trades using a VIE structure which gives foreign shareholders no right to hold the underlying shares. In short, investing in Chinese tech stocks is extremely risky and not something we're considering, especially in light of the recent geopolitical volatility between China and the United States. That's not to say we're not extremely bullish on China as an investment thesis.

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