Michael Burry, the investor featured in The Big Short, identified Alibaba (BABA) as a super fat pitch on September 4, 2026. This term describes an investment where potential rewards appear exceptionally high relative to perceived risks.
Alibaba shares increased 0.8% in pre-market trading following the remarks. The endorsement follows recent insider buying by the company’s CEO.
Significant investments in AI and e-commerce pressured Alibaba's short-term profitability in 2026. Burry’s analysis indicates significant long-term value despite bearish retail sentiment on several platforms.