$NVIDIA(NVDA)$ US futures ripped higher overnight and the $NASDAQ(.IXIC)$ broke out to new highs right after the tariff tension eased. Nvidia “only” gained 5%, but the rest of the chip stocks went nuts, a clear sign that global capital still has strong conviction in the AI and compute story. I believe this is just the beginning. As long as the broader market holds up, core assets like NVDA will get bid back up. Holding steady and waiting for the next leg up.
$Baidu(BIDU)$ 's autonomous ride-hailing service, "Apollo Go," is making significant strides in global expansion. The endorsement from Singapore's Deputy Prime Minister Heng Swee Keat reaffirms Baidu Apollo’s leadership in autonomous driving. As Baidu continues to expand its market presence, its commercialization of autonomous driving is reaching an inflection point, unlocking long-term value. Furthermore, advancements in AI technology will further strengthen Baidu’s competitive edge. With autonomous driving and AI as key growth drivers, Baidu’s stock outlook remains highly promising!
$ISHARESHSI(03115)$ Today, Amundi Hang Seng has really performed impressively! The gains were much bigger than expected, and I’m really pleased with the returns. Seeing this market rebound has definitely made my day.
$Salesforce.com(CRM)$ A small profit today!CRM's AI Agent is undoubtedly the superstar of software stocks! Whether the technology can break through and whether monetization will succeed are still unknowns, but the more uncertain it is, the more imagination it inspires. Just like today's gain—it's just a small test, but it fills me with excitement for the potential of the future!
$Palantir Technologies Inc.(PLTR)$if we can get to $1T i think were looking at about $250 a share.. i would think maybe thats possible in 2035. I still expect a large market pull back just from macros. I have $13000 ready to load $24-$27 range.
$Alibaba(BABA)$With the Chinese regulator finally off this back it should be moving up to the 2021 level. The regulator just don’t want the speculators in the market
$PLTCIn a couple of years when this stock prints $300/share, having bought at $20, $30, or $40 doesn't make a whole lot of a difference. Buy and don't even trade it. Just watch it grow.
$PDD Holdings Inc(PDD)$The fact that this company is chinese, thats whats driving the bears. That being said, top install in every major market is amazing, $Alibaba(BABA)$ never got that retail reach.