$BABA-W(09988)$ $Alibaba(BABA)$ $BABA-W(09988)$ BABA this week should continue to bounce to around 120 and that is the resistance level. I think same like all stock waiting for next week FOMC before the next move up or down. I don't really care short term up or down But I'm predicting the moves based on the charts. Do you believe in the charts?
Two very different setups. Same lesson: wait for price to come to your zone. 🟢 $Bloom Energy Corp(BE)$ — Smart Money Buy Zone We called out the Smart Money Buy Zone on $BE. Since then, the stock is up 60%. 🚀 Well done to everyone who caught the zone. 🎯 The move is playing out exactly as expected, and now I’m watching $300 as the next major target. No need to chase after a 60% move. The setup was at the zone. The trade was at the zone. Now we let price work. 🔴 $Take-Two(TTWO)$ — Smart Money Sell Zone $TTWO was almost a textbook rejection. The structure shifted bearish. Price pushed into the Smart Money Sell Zone. Then sellers stepped in. That was the signal. Now I’m not interested in chasing the downside. I
One of the best ways to find great businesses isn’t to ask: “Who has the biggest market share?” Ask this instead: “What happens if customers can’t use them?” 👀 That’s where the real monopolies and oligopolies show up. 🏰 MONOPOLIES / NEAR-MONOPOLIES $ASML Holding NV(ASML)$ — EUV lithography$Taiwan Semiconductor Manufacturing(TSM)$ — advanced semiconductor manufacturing$VeriSign(VRSN)$ — .com domain registry$CoStar(CSGP)$ — U.S. commercial real estate data$Fair Isaac(FICO)$ — credit scoring$CME Group Inc(CME)$ — futures & derivatives in
$S&P 500(.SPX)$ just printed the bearish SMT I’ve been waiting for. But I’m still not shorting blindly. The divergence is the warning.The daily close below 7681 is the confirmation. Today’s pullback also created a new bullish Daily FVG, which gives us a very clean line in the sand. If $SPX closes below 7681, that FVG flips into an iFVG and I’ll treat it as the trigger for the next move lower. That would change the structure from: bearish divergence → pullback → potential continuation to: bearish divergence → FVG failure → confirmed downside expansion. But there’s still a bullish path. If the FVG holds, sellers haven’t taken control yet. $SPX could still push back above last week’s high and sweep the highs before the larger reversal begins. So
The Prophet’s Pivot: Michael Burry, the AI Juggernaut, and the Substack Salvation
Michael Burry’s current ledger is a sea of red, but he’s still drawing a crowd. The man who earned immortality by shorting the American housing market is currently taking a beating on two fronts: a agonizing, falling-knife long bet on Lululemon and an aggressive crusade against the AI complex. The burning question across Wall Street isn't just whether Burry is wrong—it’s whether he’s finally realized that running a paid newsletter is vastly superior to wrestling a market that refuses to bend to reality. Late last year, Burry pulled the plug on Scion Asset Management, returning outside capital and citing a fundamental disconnect with market pricing, alongside the stifling straightjacket of SEC disclosures. In its place, he launched Cassandra Unchained on Substack. Charging hundreds of dolla
Broadcom is super plugged into the AI value chain. It doesn’t just produce AI chips for companies like Google, it also makes the networking chips needed to move huge volumes of data fast enough for the AI era. Its overall revenue rose 86% to $29.6b, but AI semiconductor revenue exploded 221% to $16.7b. Hock Tan, President and CEO of Broadcom, said, “In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year over year.” But in FY28, Broadcom isn’t expecting 200% growth anymore in AI semiconductor revenue. Revenue is projected to hit $230b, up from an estimated $115b in FY27. Still, that’s 100% growth. The stock still fell, though. Expectations were even higher. Broadcom guided Q4 revenue to $34.8b, but LSEG consensus was about $35.03b,
Nvidia expects $108b in Q3 revenue and projects FY28 revenue to grow about 70%. Management explicitly said customer forecasts point to demand that could support roughly doubling again next year, but it’s guiding to only about 70% growth because it doesn’t currently have enough supply to satisfy all that demand. The largest company in the world by market cap, already $5.5T, shouldn’t be growing like a young company. But that’s exactly what Nvidia is doing. It has boomed for three years running, and in the latest quarter, revenue grew 106% and earnings jumped 126%. These are numbers you’d expect from a young, fast growing company, not a megacap. Yet here we are. It’s earnings season, and investors are watching AI-related stocks closely, trying to figure out if the AI trade is alive or dying.
My pick: A. Las Vegas Sands ($LVS). Both integrated resorts should benefit if Singapore continues strengthening its position as a premium tourism and entertainment hub, but MBS has the stronger global brand and luxury positioning. The US$8B expansion adds another growth leg through a new luxury hotel, arena and expanded MICE capacity. I particularly like the arena strategy because major concerts and events can drive spending across rooms, restaurants, retail and gaming rather than relying on casino growth alone. Genting Singapore may offer greater upside if RWS 2.0 executes well, but if I had to choose just one for 2031, I would favour LVS for the stronger competitive moat and ability to monetise high-value tourism.
Beware of the numbers. So the pic below, (even though this year has been a tuff ride for most, including me) well it's still says I'm doing better than 98% of all investors on the tiger platform. I'm not trying to Bragg here, cause I think it will illumin a point that to me is way more important. Over time I've learned that numbers don't necessarily reflect the reality of a stock you own or you are considering buying. My point is, you must dive way deeper. So to illustrate this let me dive deeper into if me being in the top 2% of the most successful investors in tiger is actually that impressive. So tiger has over 10 million users worldwide. Of that about 2.4 to 2.7 million users are "active". Let's call it 2.5 million just so I don't need a calculator. If that 98% more successful is based