$Alibaba(BABA)$ Not good at all. Looking like we are going to come to that gap fill at 100. I don't know about everyone else, but I genuinely don't care. This is a $200-300 stock if you have patience and aren't a degenerate gambling addict.
$BlackBerry(BB)$ On a day when yields were hitting their highest in decades and tech really should have taken a much bigger hit, the permabears who spent all year trolling got made to look like fools. You would have thought BB.TSX would have given them a break and closed flat, but up 4+%? That has to make them rethink shorting at $3, or selling all their shares at $4 like some did earlier this year. Always lessons to learn in the stock community. You can go short, but keep it quiet. Never brag about being short, it won't end well.
$Alibaba(BABA)$ Under Citi's assumptions, external AI cloud revenue could hit $168 billion by fiscal 2033. That works out to roughly 40% compound annual growth from fiscal 2026, with Citi's sensitivity range running from $126 billion to $210 billion. The tech push seems to be widening too. T-Head has unveiled its Zhenwu V900 accelerator and Lingjun Supernode infrastructure to power AliCloud's production-ready agentic cloud platform. Alibaba is also expanding its Qwen model family, including the 2.4-trillion-parameter Qwen3.8-Max, while developing smaller models aimed at cheaper real-world deployment and branching into image, audio and world models. Citi reiterated its Buy rating and $190 price target. Strong Buy.
$Alphabet(GOOG)$ Wall Street really does feel like a game sometimes. It was at $360 and now it's under the 200 EMA line at $334. There's no clear reason for it, but they can always come up with one when they want. I'm not selling, because this is the same pattern every time, they create fear and the big players buy back. Look at Alphabet's product portfolio. I'm still buying. Buffett knows more.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Lots of games going on. Looks like there's some strength today. Let's see if it can hold and close near the high of day. That would be a welcome change of character. I think I'm done adding LEAPS.
$BLAIZE HOLDINGS INC(BZAI)$ $Nokia Oyj(NOK)$ $Alphabet(GOOG)$ Over the past couple months, Blaize leadership has attended multiple conferences and shared the stage with key representatives from both Nokia and Google. The Nokia partnership has clearly been ramping up, which could start showing results in the coming months. What stood out more was seeing one of Blaize's top people on stage with a key Google figure at the AI INFRA SUMMIT last week. So a $0.63 stock is regularly in the same rooms as key people from Google and Nokia, and the Nokia relationship now looks like a deep, extensive partnership as Nokia pushes its own growth plans. Blaize has h
$Alphabet(GOOG)$ Tigress Financial raised its price target for Alphabet (GOOGL) to $485 from $415, while keeping a Strong Buy rating. Still bullish on this one. Have a nice weekend.