I opened $Palantir Technologies Inc.(PLTR)$ ,I'd booked profit on this counter at $85. Trying to keep adding in small tranches to rebuild the holding at a lower price as I see potential in this counter.
Warren Buffett reputedly one said that it's wise for investors "to be fearful when others are greedy and to be greedy only when others are fearful". With that logic I do feel now is the time to buy Nvidia for the long term.
$Tesla Motors(TSLA)$ Obviously I'd be delighted to see Tesla race on to $300 soonest. I was expecting it to touch 250 by mud July but lo, already the current market price is $246.39. With its 200-day moving average at $206, it is suggesting a long-term bullish momentum. I think the price is not at the support price zone, suggesting cautiousness around buying timing. As an analyst recently wrote, current price zone accounts for about 21% of trading activity (volume) over the last year, suggesting possibility of increased trading activity in this zone going ahead. Therefore I'd be treading cautiously in this counter. Stay invested and look at further investment strictly based on research.
I opened $Serve Robotics Inc.(SERV)$ ,Seeing potential in the robotics area and therefore making a small entry to test the waters to then to assess a decision later to see feasibility of a larger investment.
This deepseek is a disruptor for sure. But it's not a doomsday event. Personally I think the scene now is something like what 8t was when xiaomi first entered the market as a competitor to iPhone at around 30% its price. But now it is as expensive and also pushes ads on even their premium phones now. And Apple & Samsung still hold forth. Perhaps this is how the AI scene would unfold in the future too with the likes of Nvidia, Micron, Palantir etc. having their own share.
I think the long-feared (not awaited) market correction is still some wsy off. Still the market is very like to be choppy with lot of sideways movementbut a drastic correction is still not here - it depends on how the US poll scenario develops. A series of major and minor adjustments would be vkming before the next move. Hedging my portfolio risk will be through diversification and stop loss. Will the stock market rebound this week - hopefully so but the choppy movement is more likely of a normal for some months.
There could be a short term slump for a long term recovery. I feel Trump should temper down his moves rather than go all out to even get acceptability back home too.
$NVIDIA Corp(NVDA)$ my opinion on Nvidia remains the same- keep adding in dips on every draw down. While any curbs on chip exports to 🇨🇳 would impact the overall market, it is unlikely to continue for ever. In due course, the overall market economic factors should prevail and bring back sanity into the market.
I hold all the 3 stocks. And I have made money on all three. My personal favourite of these is Microsoft - for the simple breadth of offerings touching our daily lives consistently across decades. Wish they had taken their mobile business seriously as it could been a potential cash cow - somehow it missed the bus and part from killing Nokia didnt achieve much. Amazon, being at almost $195 now, could very well breach $200 this week or surely next week. As for Alphabet is also in its own league after some docile performances over the quarters. Pretty exciting times.