$NVIDIA(NVDA)$Jensen's leather jacket remains undefeated. NVDA's fundamentals are absolutely stellar - growth, margins, ROIC... all best-in-class. Yes, valuation is spicy, but when you're leading the AI revolution, you command a premium. Looking at 3+ years, this dip is noise.NVDA Supremacy
$Palantir Technologies Inc.(PLTR)$Palantir is now down 36% in one week. However, nothing has fundamentally changed about the business. Strong fundamentals don't lie. PLTR's FCF margins are exceptional, growth is solid, and AI adoption keeps accelerating."In the short run, the market is a voting machine. In the long run, the market is a weighing machine" - Benjamin Graham
$Tesla Motors(TSLA)$Imagine this, Musk launched Tesla. Tesla owners earn a share, Tesla benefits from more loyalty and gains stronger engagement. and the world gets another reason to smile [Love]
$NVIDIA(NVDA)$Despite the recent stock price fluctuations following Nvidia's Q4 earnings report, I remain bullish on $NVIDIA(NVDA)$ . The company's impressive growth in data center revenue and leadership in AI technology continue to position it for long-term success. While short-term volatility is inevitable, Nvidia's fundamentals are stronger than ever. I’ll be holding onto my shares and looking ahead to future growth. [Smart]
$Tesla Motors(TSLA)$The stock might be crashing, but nothing can shake the faith of a true Tesla supporter. No matter how many dips or bumps in the road, we're still in it for the long haul. 💪"One small short of $Tesla Motors(TSLA)$ , ONE giant LEAP for USA" - Because in the end, we know Tesla’s future is still looking bright. 👊
$Microsoft(MSFT)$ Recent market volatility may have led to some overreaction, especially in tech stocks like Microsoft ( $Microsoft(MSFT)$ ). But as often happens, the true value of breakthrough technologies—like next-gen chips—will become clear in time. If Microsoft also secures a stake in the TikTok acquisition, its market value could see even more growth. For long-term investors focused on low volatility, these moments of market turbulence often offer prime opportunities to solidify positions in blue-chip stocks.
$Apple(AAPL)$$Microsoft(MSFT)$I want to pick a stock to put some money in short term (under or about 1 year) and I'm thinking about MSFT or AAPL. Doing research, they have pretty similar valuations, efficiency (disregarding ROE for apple). I searched up predictions and aapl is supposed to rise 6% yet msft is supposed to rise 18%. What do you guys think?
$Tesla Motors(TSLA)$Tesla has taken a beating this year, down 30% YTD, now sitting around $270. Some see this as a warning sign—EV demand is cooling, competition is heating up, and margins are under pressure. But I see an opportunity. Tesla isn’t just an EV company; it’s an energy, AI, and automation powerhouse with long-term growth potential. The market may be overreacting to short-term noise, and at these levels, the risk-reward looks increasingly attractive. Sure, challenges remain, but has Tesla ever been a stock for the faint of heart? Are you buying the dip or waiting for lower? 🚀📉
$Alibaba(BABA)$Alibaba has pulled back after its recent rally, leaving investors wondering—should we buy more or lock in profits? 🔹Why I’m Still Buying:Valuation Remains Attractive:** Despite the rebound, BABA is still trading at a discount compared to historical levels. Fundamentals Are Improving:** Recent earnings and business restructuring show signs of a stronger future. Policy & Market Sentiment:** Regulatory risks seem to be easing, and capital inflows into Chinese stocks are increasing. Short-term volatility is inevitable, but I see this as an opportunity rather than a warning sign. Long-term, Alibaba still has significant growth potential. What’s your move? Adding more or securing gains? 💭📊
$NEBIUS(NBIS)$The entire AI sector is getting smacked. Here are 3 reasons why I am still holding and believe NBIS will weather the storm.AI sector will continue to grow, evident by NVDA earnings which showcases y/y AI Datacenter growth with sold out demand for NVDA next gen chips BlackwellNBIS is strapped with cash. With Billions with the B in cash. In order to scale you need cash.Entire AI sector is getting hammered rn. If you believe there is room for growth you should be bullish on NBIS that is strapped with cash and little to no debt.
$NVIDIA(NVDA)$NVIDIA’s stock dropped again, further validating DeepSeek’s impact on the computing cost of large models. Meanwhile, Tencent’s Yuanbao app has climbed to the top of the free app download rankings in China’s Apple App Store, surpassing DeepSeek.That said, I’ve decided to continue holding NVIDIA because I believe in its long-term growth—chips remain indispensable.
$Tesla Motors(TSLA)$Tesla’s 2024 earnings weren’t impressive, but Elon Musk remains highly optimistic, stating on social media that the company could achieve 1,000% profit growth over the next five years. His confidence isn’t baseless—Tesla still holds several key “aces”:1️⃣ Humanoid Robots: Tesla plans to produce thousands of humanoid robots in 2025, ramping up to 50,000–100,000 units in 2026 and potentially 500,000–1 million by 2027. If successfully commercialized, this could become Tesla’s “second growth curve.”2️⃣ Autonomous Driving: The Full Self-Driving subscription business has massive potential. Once the technology matures and scales, software subscriptions could become a major profit driver.3️⃣ Global Expansion:
$NVIDIA(NVDA)$February's dip created a healthy reset, and March could see a rebound as markets digest strong earnings and AI-driven growth. Key catalysts like Fed signals and tech momentum will be crucial. I remain bullish, especially on AI leaders like NVIDIA.
$NVIDIA(NVDA)$I’m bullish on NVIDIA and plan to hold it long-term!After NVIDIA reported earnings last Thursday morning, the Nasdaq initially plunged, briefly breaking key levels. Fortunately, the market quickly corrected, recognizing the strength of NVIDIA’s results.NVIDIA is a core asset in the AI era. The rise of generative AI is reshaping global computing power demand. As the only company in the world capable of providing a full-stack AI computing solution, NVIDIA is poised to be a direct beneficiary of this supercycle.
$XIAOMI-W(01810)$Xiaomi’s new car launch has fueled excitement, but can the stock sustain its rally? After hitting a new high, a drop to 50 seems unlikely in the short term. Strong brand loyalty and ecosystem integration could drive continued investor confidence. However, profit-taking and market conditions may lead to volatility. Unless sentiment shifts drastically, Xiaomi is more likely to consolidate than crash.
$TENCENT(00700)$$Alibaba(BABA)$$SMIC(00981)$With DeepSeek making waves in the AI space, investors are looking for the next big winners in China’s market. Tech and cloud computing giants, semiconductor players, and even AI-driven applications could see strong tailwinds. Companies like Tencent and Alibaba, with their massive data ecosystems, stand to benefit, while chipmakers such as SMIC could gain from increased AI demand. The question is, will the market reward these names, or are there hidden gems poised for even bigger gains? Which Chinese stocks do you think will outperform i
$Strategy(MSTR)$MSTR’s drop after earnings presents a potential buying opportunity below $300. While short-term volatility is expected, its strong Bitcoin holdings and institutional interest provide long-term support. If Bitcoin prices remain strong, MSTR could rebound quickly. However, investors should watch for further downside risk. Accumulating on dips may be a smart move for long-term believers.
$Tempus AI(TEM)$TEM's earnings outlook remains robust, supporting high estimates, especially within the AI + health sector. Here’s why:1. AI Integration in Healthcare: TEM’s focus on integrating AI into healthcare solutions positions it well for growth. As AI continues to revolutionize diagnostics, treatment recommendations, and patient management, TEM stands to benefit from expanding market opportunities, especially in telemedicine and AI-driven medical tools.2. Strong Earnings Growth: TEM has shown consistent earnings growth, with solid performance in both AI and healthcare segments. This foundation gives confidence that the company can meet or exceed analyst estimates. The scalability of their AI-powered solutions also