$Alibaba(BABA)$ HK is sitting right below its 1yr volume shelf and wall line. My guess is that without any news, it will probably be stuck here for a while.
I've put together a 2-year price target watchlist, looking at where these could go over the next 24 months. $NEBIUS(NBIS)$ Target: $1,250 $AST SpaceMobile, Inc.(ASTS)$ Target: $20 $Meta Platforms, Inc.(META)$ Target: $1,500 $Reddit(RDDT)$ Target: $500 $Advanced Micro Devices(AMD)$ Target: $1,500 These are big targets, and they'd need big execution to get there. The themes I'm focused on here are AI, space, data, and next-generation technology. Curious to hear what others make of these.
$Snap Inc(SNAP)$ I keep seeing people say "too early to tell if there's a turnaround," and honestly, that sounds like bs to me. Back in 2022 and early 2023 I was paying attention to META and GOOGL when practically nobody wanted to touch them. Wall Street was pushing the same kind of narrative back then. Then the stocks doubled, and suddenly analysts were out recommending a buy. What a lot of people miss is that these companies can pull different levers in a way that non-tech, non-ad, non-subscription businesses simply can't. They can shift the perception almost overnight if they decide to, and then everyone is left chasing the stock at a premium. This isn't CMG we're talking about, where we're all just waiting for the next food safety scare t
$Meta Platforms, Inc.(META)$ I only bought a portion of what I planned to invest yesterday, so honestly if it pulls back more I'll just add. The Meta playbook feels like it has shifted—ads are bringing in income, AI is improving ad targeting, and they have their own LLAMA model. The fact that there's an open-source version with OLLAMA is a nice touch to me. Expanding into data centers should put a fire under this in my view. It keeps costs down by doing it in-house, and they can also generate income through leasing. Workers at Meta can leverage low-cost AI to speed things up, ads get better, and leasing adds another revenue stream. It looks pretty straightforward from where I stand. I've never been bullish on Meta before, but that has changed
$Meta Platforms, Inc.(META)$ This one is setting up again for a long entry from my side. Still waiting on a few more parameters to line up before I act. Discipline over emotions. NFA.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Berkshire's Alphabet position looks like a high-conviction, concentrated bet on a durable cash-generating franchise with strong AI optionality. Warren Buffett initiated it, and Greg Abel has been scaling it aggressively. The whole thing is rooted in classic Buffett principles — wonderful businesses with durable competitive advantages bought at reasonable prices, capable of earning high returns on capital over long periods. Patience pays.
UBS has an interesting note out on just how massive the AI infrastructure buildout has become. Hyperscaler bond issuance is projected to exceed $250B in 2026, which is more than 2x 2025 levels and over 10x 2024. The biggest spenders: $Amazon.com(AMZN)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $Oracle(ORCL)$ This isn't debt for survival. It's capital going into one of the largest infrastructure expansions in tech history. The money is flowing into AI data centers, compute, networking, power, and cloud infrastructure. That spe
$Alphabet(GOOG)$ When it comes to building AI moats, the most critical factor is financing. For some companies, the funding looks circular within the industry itself, which is a bit unsettling — it could implode. It's very nice that Google has BRK.B as part of their strategy. Just look at Apple. I'm confident GOOG is substantially undervalued.