$Alibaba(BABA)$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.
$Apple(AAPL)$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.
$Palantir Technologies Inc.(PLTR)$Palantir is heading to the moon, and NATO’s recent deal proves it’s not just hype. The adoption of its Maven Smart System marks a new era in defense tech, with Palantir at the center. As AI becomes mission-critical for governments, Palantir’s early lead gives it unmatched credibility. Trump’s defense cuts may actually help—agencies will need smarter, more cost-efficient tech. This positions Palantir perfectly as a lean, AI-powered solution provider. The stock's rally isn’t just sentiment—it’s backed by contracts and real deployments. Its 22% YTD gain reflects growing investor confidence in defense-AI synergy. Analysts with $120 price targets aren’t dreaming—they’re projecting where deman
$MIXUE GROUP(02097)$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.
How is Bitcoin not just a glorified ponzi scheme?Genuinely asking, not here to troll. Bitcoin has been popular for 15 years, but it still doesn’t seem to have a mainstream, everyday use. You can’t just walk into most stores and buy groceries or gas with it. Yet, every time it surges, people start calling it "the future of finance," but that future never really happens.I keep hearing about institutional money coming in, but if it’s mostly hedge funds and whales pushing the price up, how does that make it a real currency? If regular people are just there to provide liquidity for the big dogs, how is this different from a glorified pump-and-dump?Don't get me wrong I'm a Bitcoin fan and have been buying and selling it for years now. But I cringe everytime I hear “It’s digital gold”.. Gold has
$Apple(AAPL)$ Apple's recent 6% stock surge, driven by temporary U.S. tariff exemptions on Chinese electronics, has reignited investor interest. However, this relief may be short-lived, as officials suggest additional tariffs could follow. Analysts remain cautious, citing potential renewed tariffs and global economic uncertainties. While Apple's $110 billion stock buyback plan and sales growth forecast have bolstered confidence, the company's heavy reliance on Chinese manufacturing and exposure to geopolitical tensions pose ongoing risks. Investors should weigh these factors carefully before making long-term commitments.
$POP MART(09992)$Walked into a POPMART out of curiosity Knew it was Chinese but wanted to see what the fuss was all about It's just a toy store But $POPMF is up 7x from 1.5 months ago and 13x from 2022 Somehow 30% 2Y topline growth AND 30% FCF margins Is this $PDD on steroids WTF man
$Intel(INTC)$Selling a majority stake in Altera at a valuation significantly lower than its 2015 acquisition price of $16.7 billion raises concerns about Intel's long-term strategy. While the immediate influx of $4.46 billion may alleviate short-term financial pressures, it also means relinquishing control over a business that could be pivotal in the growing FPGA market, especially with the rise of AI and edge computing. The move might be seen as Intel stepping back from diversification efforts, potentially narrowing its future revenue streams. Furthermore, the success of this partnership heavily relies on Silver Lake's management of Altera, introducing uncertainties that could impact Intel's residual stake. This decisio