$Alibaba(BABA)$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.
$Apple(AAPL)$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....
$Palantir Technologies Inc.(PLTR)$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.
$AppLovin Corporation(APP)$AppLovin faces renewed short pressure, but the fundamentals remain solid. Strong revenue growth from its AI-driven ad platform and expanding margins support long-term upside. If the short report highlights temporary issues or exaggerated risks, buying the dip could be a smart move. However, if the report reveals structural problems (e.g., slowing growth or flawed data), shorting may have merit. Monitoring volume reaction and insider activity is key. For now, cautiously buying the dip with a stop-loss seems reasonable.
$NVIDIA(NVDA)$Nvidia’s recent dip presents a strong buying opportunity, driven by its dominant position in the AI and data center markets. Its cutting-edge GPUs remain the backbone of AI training and inference, securing long-term growth. Despite the pullback, Nvidia’s profit margins and revenue growth remain unmatched in the semiconductor space. Additionally, upcoming product launches and strategic partnerships position it for further upside. While AMD shows promise, Nvidia’s leadership in AI and consistent financial strength make it the better buy.
$Tesla Motors(TSLA)$ A 22% surge before earnings could signal Tesla already priced in the worst. Markets move on expectations, not just reality—and expectations were terrible. If Elon delivers even a halfway decent update, this could be the start of a new leg up. Risky? Sure. But high-reward setups usually are.
$Tesla Motors(TSLA)$Tesla has the bigger bounce potential over Nvidia. While Nvidia dominates AI chips, its valuation is stretched, making a strong rebound harder. Tesla, on the other hand, has faced significant correction, and with improving margins, energy expansion, and Full Self-Driving advancements, it has more room for upside. Market sentiment can shift quickly, favoring Tesla’s comeback.
$MIXUE GROUP(02097)$Mixue to HKD 400 by March? Likely!Mixue’s rapid expansion, cost-efficient model, and strong consumer demand position it well for further gains. With robust earnings growth and market enthusiasm for Chinese F&B stocks, momentum is on its side. If positive sentiment continues and no major headwinds emerge, hitting HKD 400 by March looks achievable.
After three consecutive winning days, the S&P 500 looks primed to break through the 5500 level — and here’s why:Momentum is Strong: Technicals show clear upside momentum, with RSI and MACD both signaling further strength. The path of least resistance is up.Earnings Season Tailwind: Corporate earnings have consistently beaten expectations. Strong fundamentals support higher valuations, giving the rally real substance.Soft Landing Optimism: Inflation is cooling without a deep recession. With the Fed potentially pausing or even cutting rates later this year, liquidity could flood back into equities.Positioning is Still Cautious: Many funds remain underweight equities. If the rally continues, FOMO (fear of missing out) could drive a surge of new buying.If sentiment and data hold, smashing
$Tesla Motors(TSLA)$ While Tesla's Robotaxi news is exciting, betting on a straight path to $300 might be premature. Here's the other side:Regulatory Uncertainty: Full approval for fully autonomous taxis could take years, not months. Different states and countries have strict and inconsistent rules. This delay would push revenue expectations further out.Execution Risks: FSD has seen delays before. Perfecting full autonomy is incredibly complex, and any missteps or accidents could severely damage Tesla’s credibility.Valuation Concerns: Even today, Tesla is priced for perfection. Adding Robotaxi revenue is exciting, but if timelines slip, the stock could face serious multiple compression before any gains happen.Competition is Rising: Companies like