$Alibaba(BABA)$ The doomsayers are singing a different tune now, swapping crash predictions for excuses about delayed takeoffs. Smells like expired puts portfolios to me. Time to air out those bear caves and join the fresh breeze gang.
$JD.com(JD)$ This stock's hitting new lows daily even at bargain prices! Holding tight for the long game though, upside potential's gonna be mental. Those $55 Sept calls looking spicy aye? Let's see how it rolls... best of luck mates
$Amazon.com(AMZN)$ Now that the AI bubble fairytale has been thoroughly debunked, and that ridiculous 10% post-earnings plunge is in the rearview mirror, it's high time we serve up a juicy 20% rebound feast!
$Amazon.com(AMZN)$ Morgan Stanley's Brian Nowak keeps the Overweight rating on $Amazon.com(AMZN)$ , hiking the price target from $250 to $300 with a bull case of $350. Four catalysts spotted - AWS acceleration is about to shift into high gear, cloud computing growth engine revving up!
$Baidu(BIDU)$ $Alibaba(BABA)$ Zhipu AI in China claims its latest model can find software security bugs as well as Anthropic's most tightly restricted system. The claim landed this week without a benchmark paper behind it, mostly through a viral post. That hasn't stopped it from rattling a market already nervous about what's propping up American AI valuations.