$Intel(INTC)$ I'm very bullish on Intel, although it is up 100% year to date but I think there is so much more room to go up. Intel CEO lip bu tan is so many good things and I'm very confident of his leadership. On the other hand US gov have a stake in it where president trump broker it. Another important point is AI data centers, you gonna need a lot of their chips that is made in US. Intel currently is still far from its all time high, I'm very confident that this all time high will be break within 2026. There are just too many things going right than wrong for Intel.
$BABA-W(09988)$ $BABA-W(09988)$ last week BABA posted revenue growth and their Cloud business better than estimated but their share price still drop. From the charts it looks like at support level now and 200 day moving average at about 130. For now I will be holding and if drop to 200MA then I will look to add some. I'm super confident on BABA for the long term, so will continue to add when opportunities arise.
$BIDU-SW(09888)$ $BIDU-SW(09888)$ I added 100 shares of Baidu, average up Alittle. I think Baidu have big potential with their kunlun ai chips and Apollo go. i do think it is undervalued, that's why I'm adding. i think it will go to 160 by March 2026
$BABA-W(09988)$ $BABA-W(09988)$ I think baba first support level is around 140+, but still abit far from 200MA. Their earning reports will be release next week, so now may not be the best time to add. Have to be cautious on the price action.
I think this week have to be a wait and see approach, there maybe some rebound from the last week drop but the fall may still come by end of the week. I think it is better not to rush for anything and if there is nothing on offer then wait for the offer to come. Don’t buy at the high price and market pulls back later
$BABA-W(09988)$ $BABA-W(09988)$ recently there been selling off to AI related stocks, alibaba is affected too, not sure how bad the pull back will be. Baba price always have big swing, I'm short term bearish but long term bullish. I hope for more pull backs for me to add, I have 1200 shares but I Hope to add to 2000 shares. Please pull back to 100-120 range And I will average up.
$Meta Platforms, Inc.(META)$ some say buy the dip, some say over sold, it is down almost 22% from its record high in Aug'25. I think it may not be bottom yet. I would think there is still room to drop. We may even see 500.