$Alibaba(BABA)$Is BABA still value?I’ve been following numerous discussions about Alibaba ($BABA) from when the stock was trading around $80. At the time, there was significant debate on this sub about its valuation, with a prevailing consensus that the market was undervaluing the company. However, I hesitated to invest then—a decision I now regret.Moving forward, I’d like to revisit the question: At its current price of $139, does $BABA still present a compelling opportunity? While I don’t believe the company’s fundamentals have deteriorated significantly, external risks like escalating trade tensions (tariffs and retaliatory measures) and broader macroeconomic uncertainty loom large. How are others weighing these facto
There is a strong argument that the slower month-on-month CPI increase is due to weak consumer demand. Look at the breakdown of the categories.Airline fares and gasoline prices dropped by 4.0% and 1.0% respectively. This suggests weaker consumer demand for travel.New vehicle prices declined by 0.1%. This indicates consumers are holding back on large discretionary purchases. This also aligns with the consumer confidence index from a couple of weeks back which highlighted a drop in sentiment on large purchases in the near future by consumersOverall the CPI and core CPI numbers reinforce my opinion that the economy is not doing well. Consumers are pulling back and businesses do not feel confident raising prices any more. This will reflect in the next set of readings - both inflation and labor
$Tesla Motors(TSLA)$Somebody said Trump's support of Tesla is a desperate and last ditch effort to save the falling stock. This is a pump and dump. He did that with the Trump & Melania meme coins, then with other shitcoins, and now TSLA. If you hold shares, this is your opportunity to dump them.But i don’t think so. People aren’t investing in it becaus they believe everyone will go and buy it, they’re investing because they think other investors think it’ll go up do the speculation. It’s musical chairs. You can scalp some money but timing it is hard.
$NVIDIA(NVDA)$The issue is a lot of you are investing for the long term, but analyzing the stock as day traders. Don’t freak out over dips unless you see some long term issues. I wouldn’t worry until Navidia starts to struggle to push product, or a competitor rises up. As of now they are a golden goose.
$Alibaba(BABA)$We are so unbelievably early on the China tech rally. This doesn’t just last for weeks. It lasts for YEARS. This is like buying US tech in 2015 lol.