I don't think this will have any bearing to APPLE-ALIBABA as Apple will only be applying to devices sold in China which western AI will be restricted either by China or US anyway.

I will not go all the way in until one or two earning quarters. First, it could end up to be a drastic re-organisation of trade order which if is, is not a simple blip in the chart and things resume as normal. -> look at the USD weakening while treasuries spiking. Technology will still do great in future, but will probably be looking at S.Korea and Japan markets for investment. USA will be reliant on them for trade and support for technology and defence in the Pacific theater.

$ALB.HK 20250227 90.00 PUT$ earn all, but preferred to strike

$BA 20241025 160.0 PUT$ Boeing... Missed 160 but nvm, just roll again

$BA 20241025 155.0 PUT$ Boeing, the unkillable  cockroach 

$Boeing(BA)$  dead fish

$BA 20240712 187.5 CALL$  

quite bad. net negative

Hello 2024

$TLT 20231215 93.0 PUT$  options

$Alibaba(BABA)$ i think the market won't really go up much. Firstly, there won't be marked improvement in this results as the thawing of the Authorities is only quite recently. Secondly, there is not much stimulus and the job market has been quite weak so not much purchasing impetus. Thirdly, trade has been down so sentiment is poor to spend more. So overall the market won't move much higher.