$Alibaba(BABA)$ Alibaba stands to benefit from China’s policy support and growing AI integration. Improved consumer sentiment and cost efficiency could drive earnings recovery. If revenue growth accelerates and regulatory pressure eases, $170 is achievable. Key risks include geopolitical tension and macro weakness. My view: bullish with a target of $160–$170 if fundamentals improve.

$Intel(INTC)$ Intel's sale of a majority stake in Altera to Silver Lake is a calculated move to sharpen its focus on core businesses and improve financial health. By retaining a 49% stake, Intel can still benefit from Altera's growth, especially as the FPGA market expands in areas like AI and edge computing. The appointment of Raghib Hussain, formerly of Marvell, as Altera's CEO, brings experienced leadership to drive innovation and competitiveness.

$Palantir Technologies Inc.(PLTR)$ bears are not ready for this

$Apple(AAPL)$ If these tariffs truly do go into place AND stay…the last stock I would ever buy the dip on is $AAPL , they would be impacted the most and they have declining growth anyways, this is a stock that I think will never see it’s all time high again

$NVIDIA(NVDA)$ Despite President Trump's proposal to repeal the CHIPS Act, Nvidia's stock is poised to rebound to $130. Analysts maintain an average 12-month price target of $171.24, indicating confidence in the company's resilience.Additionally, Nvidia's strong position in AI and gaming sectors continues to drive growth, suggesting that short-term policy changes may not significantly hinder its upward trajectory.

$XIAOMI-W(01810)$ Xiaomi’s inclusion in the SDR basket boosts its global recognition, but trading through SGX may not be the best choice. Liquidity and pricing efficiency are stronger on HKEX, where Xiaomi is primarily listed. While SDRs provide access for international investors, they may involve higher spreads and lower volume. Direct exposure in Hong Kong ensures better execution and market depth. Unless SGX sees significant SDR adoption, sticking with HKEX remains the smarter move.

$NVIDIA(NVDA)$ If you liked $NVDA at $150 you would love it at $110. All you need to know about market corrections by Peter Lynch. And no one knows when, id someone knew they predicted it like 1000 times.

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ Market sell off doesn't stop until Trump gets the 10 year down to 3.5% and forces the Fed into compliance. That's the end goal and saves the US Treasury $100bn+ in the refi of $10 trillion of debt. Half way there....

I can’t believe we had a chance to buy $NVIDIA(NVDA)$ at $87/share

$Palantir Technologies Inc.(PLTR)$ At $80, Palantir looks overextended after a strong rally. Its high valuation raises concerns, with a forward P/E exceeding growth expectations. Profit-taking seems reasonable as momentum could cool off, especially if broader market sentiment weakens. However, if you're a long-term believer in Palantir’s AI and government contracts, adding on dips might still make sense. Strong revenue growth, expanding margins, and increasing government deals support long-term upside. A balanced approach—partial profit-taking while holding core shares—could be the best strategy.