$NVIDIA(NVDA)$ Cathie Wood’s moves often make headlines, but I’m staying cautious on Nvidia.The stock is already priced for perfection after a massive run-up.Even a great company can be a bad investment if bought too expensive.Her past exits from Nvidia raise questions about conviction.High-growth names are great, but I prefer value and stability right now.Nvidia’s current P/E ratio makes me nervous, especially in a high-rate environment.What if AI demand slows or competition heats up?I’d rather wait for a pullback or invest in other AI plays with more upside.Cathie’s vision is admirable, but I’m not convinced on timing.Sometimes, not following the crowd is the better move.
$NVIDIA(NVDA)$ A 6% slide in Nvidia could signal deeper weakness across semiconductors. Valuations are stretched, and any slowdown in AI spending might hit revenues hard.We’ve seen high expectations baked in—any earnings miss could trigger more downside. Time to be selective, not blindly bullish on the whole sector.
$XIAOMI-W(01810)$Xiaomi’s $5.3B stock placement pressures its share price, but is it a buy under 50? The dilution effect and short-term selling may weigh on sentiment. However, if funds are deployed for R&D and market expansion, long-term growth prospects remain intact. Valuation and demand in the smartphone and AIoT sectors will be key. If support holds near 50, it could attract dip buyers. Caution is needed, but opportunity exists for long-term investors.
$SUPER MICRO COMPUTER INC(SMCI)$SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.
$Apple(AAPL)$$Microsoft(MSFT)$I want to pick a stock to put some money in short term (under or about 1 year) and I'm thinking about MSFT or AAPL. Doing research, they have pretty similar valuations, efficiency (disregarding ROE for apple). I searched up predictions and aapl is supposed to rise 6% yet msft is supposed to rise 18%. What do you guys think?
$XIAOMI-W(01810)$Xiaomi’s EV launch marks a major milestone, proving its ability to integrate smart tech into the auto industry. With strong execution, ecosystem advantages, and a commitment to high-end innovation, Xiaomi is set for long-term growth. I’m bullish on its future!
$Alibaba(BABA)$China’s asset boom from the Two Sessions could drive BABA higher as economic stimulus fuels consumer spending and tech growth. Policy support for private enterprises may ease regulatory concerns, boosting investor confidence. With a recovering domestic market, Alibaba’s e-commerce and cloud segments stand to benefit. Capital inflows into Chinese equities could lift sentiment for major tech stocks. If pro-growth measures materialize, BABA’s valuation rebound has room to run. The right policies could spark a strong rally.
$Palantir Technologies Inc.(PLTR)$Palantir's rebound to $90 signals strong market confidence, and adding now could be a smart move. The company's AI-driven growth, expanding government contracts, and increasing commercial adoption support further upside. Despite short-term volatility, its long-term fundamentals remain strong. Institutional interest is rising, and revenue growth continues to accelerate. If momentum holds, the stock could push higher. Buying on strength, rather than chasing dips, can be a winning strategy.
$NVIDIA(NVDA)$$Alphabet(GOOGL)$$Micron Technology(MU)$ Anyone can say anything , but I’m about to pull a Houdini on $NVDA and short it to $98. I’ll start loading up between $128-$135, eyeing that sweet $98-$90 zone. And when that happens, $Google and $MU will come waltzing into my zone, ready to buy and load up for the long haul. I'll just kick back, buy some shares, and let the market throw me a year-long vacation.
$AppLovin Corporation(APP)$AppLovin faces its third short-selling wave, signaling bearish pressure. Concerns over ad market weakness and growth sustainability fuel the sell-off. If support holds and fundamentals remain strong, dip buyers may step in. However, persistent short interest suggests further downside risk. Momentum favors shorts unless a strong catalyst reverses sentiment. Watch price action closely before deciding your move.
Stop Watching: Protect Your Peace Amidst Trump's ImpactWith constant political shifts under Trump’s influence, it’s important to stop obsessively following every development. The media cycle can become overwhelming, causing stress and anxiety. By limiting your consumption, you protect your mental health and restore balance. Choose quality over quantity when staying informed. Resting from news gives you space to think clearly and act rationally, rather than reacting impulsively. Prioritize your well-being—sometimes stepping away is the healthiest option.
While tariff exemptions may offer short-term gains, it’s essential to consider whether these stocks have reached their peak. Both Apple and Nvidia have enjoyed significant runs recently, and market optimism can sometimes lead to overvaluation. With potential shifts in policy or market conditions, the window for maximum profit may be closing. If you've seen solid returns, it might be a good time to lock in profits before volatility kicks in. Don’t wait for a pullback—take advantage of your gains while they last.
$GameStop(GME)$GameStop’s impressive EPS beat and 10% surge signal renewed investor confidence. Improved profitability suggests operational efficiency and stronger fundamentals, potentially shifting the narrative from meme frenzy to real turnaround. Retail traders may reignite momentum, but sustaining gains depends on consistent earnings growth and strategic execution. Short interest remains high, setting up the potential for another squeeze. A cautious but bullish outlook seems justified if fundamentals continue improving.
I’ve been telling everyone to stay in Money Market and Stables since October. Now you are telling me I can potentially get $NVIDIA(NVDA)$ low 80s/70s; $S&P 500(.SPX)$ sub 4k; and $Bitcoin(BTC.USD.CC)$ in the 60s. Love it. Play the game- don’t let the game play you. What a great week this will be. Thanks Trump. Take the band-aide off!
Gold’s meteoric rise may seem like a reaction to global uncertainty, but is it sustainable? While gold is traditionally seen as a safe bet during turbulent periods, its record highs raise questions about whether it's overbought. Certainty in gold’s performance is never guaranteed, as it’s still susceptible to shifts in the dollar, interest rates, and investor sentiment. While it may be a good hedge now, caution is necessary—gold’s value could fluctuate once economic conditions stabilize. It’s not always a one-way street.