$BABA-W(09988)$ BlackRock just went all in on Alibaba. BlackRock’s decision to increase its exposure to Alibaba by ten folds, reflecting a broader bet on three themes: artificial intelligence, cloud computing, and valuation. Alibaba has committed tens of billions of dollars toward AI infrastructure and continues to report strong cloud momentum, positioning itself as China’s leading AI platform. Meanwhile, years of regulatory pressure have left Alibaba trading at a discount compared with major U.S. technology companies. For long-term institutional investors, this creates an attractive risk-reward profile. BlackRock’s filings indicate a growing stake in Alibaba, suggesting confidence that the company could become one of the biggest benef
$Palantir Technologies Inc.(PLTR)$ - Underlying: PLTR - Market View: Bullish, but expecting consolidation or a pause before a potential test of $144.4 resistance. High IV presents a selling opportunity. - Strategy Type: Debit Spread / Volatility Hedge - Option Contract Portfolio: - Buy 1x PLTR 17 JUL 2026 $135.00 CALL - Sell 1x PLTR 17 JUL 2026 $140.00 CALL - Sell 1x PLTR 10 JUL 2026 $140.00 CALL - Max Gain & Loss: Max Gain: ~$300 (if PLTR closes at or above $140 on 10 JUL). Max Loss: Net Debit Paid (~$200). - Initial Cost/Credit: Net Debit (~$2.00 per spread).
$Apple(AAPL)$ is my H2 pick for its strong long-term track record and continued resilience across market cycles. It appears well positioned to sustain momentum going forward. That said, it is not my primary preference. I currently hold shares in $Alphabet(GOOG)$ , and I tend to favour its ecosystem and long-term growth profile.
$NVIDIA(NVDA)$ NVIDIA stock received fresh buy ratings from multiple Wall Street firms in just a 7-day span. Wedbush set the highest target at $330, Jefferies and Mizuho at $300, and Morgan Stanley at $288.