$Alibaba(BABA)$ Is BABA still value?I’ve been following numerous discussions about Alibaba ($BABA) from when the stock was trading around $80. At the time, there was significant debate on this sub about its valuation, with a prevailing consensus that the market was undervaluing the company. However, I hesitated to invest then—a decision I now regret.Moving forward, I’d like to revisit the question: At its current price of $139, does $BABA still present a compelling opportunity? While I don’t believe the company’s fundamentals have deteriorated significantly, external risks like escalating trade tensions (tariffs and retaliatory measures) and broader macroeconomic uncertainty loom large. How are others weighing these facto

$NVIDIA(NVDA)$ Nvidia, $NVDA, finished up 6% today. It added billions in marketcap today.

There is a strong argument that the slower month-on-month CPI increase is due to weak consumer demand. Look at the breakdown of the categories.Airline fares and gasoline prices dropped by 4.0% and 1.0% respectively. This suggests weaker consumer demand for travel.New vehicle prices declined by 0.1%. This indicates consumers are holding back on large discretionary purchases. This also aligns with the consumer confidence index from a couple of weeks back which highlighted a drop in sentiment on large purchases in the near future by consumersOverall the CPI and core CPI numbers reinforce my opinion that the economy is not doing well. Consumers are pulling back and businesses do not feel confident raising prices any more. This will reflect in the next set of readings - both inflation and labor

$Tesla Motors(TSLA)$ Somebody said Trump's support of Tesla is a desperate and last ditch effort to save the falling stock. This is a pump and dump. He did that with the Trump & Melania meme coins, then with other shitcoins, and now TSLA. If you hold shares, this is your opportunity to dump them.But i don’t think so. People aren’t investing in it becaus they believe everyone will go and buy it, they’re investing because they think other investors think it’ll go up do the speculation. It’s musical chairs. You can scalp some money but timing it is hard.

$Palantir Technologies Inc.(PLTR)$ Watching myself go all in with $PLTR at $120 a month ago

$Strategy(MSTR)$Told my parents we will make at least 100% return on $MSTR this yearOnly 250% to go

$NVIDIA(NVDA)$ The issue is a lot of you are investing for the long term, but analyzing the stock as day traders. Don’t freak out over dips unless you see some long term issues. I wouldn’t worry until Navidia starts to struggle to push product, or a competitor rises up. As of now they are a golden goose. 

$Alibaba(BABA)$ We are so unbelievably early on the China tech rally. This doesn’t just last for weeks. It lasts for YEARS. This is like buying US tech in 2015 lol.

$Tesla Motors(TSLA)$ Cheers to all Tesla bulls who held $TSLA through biggest FUD in the history

Wake up at 3am as Bitcoin 75K but you remember that you bought at 15K in 2022

$AppLovin Corporation(APP)$ AppLovin faces renewed short pressure, but the fundamentals remain solid. Strong revenue growth from its AI-driven ad platform and expanding margins support long-term upside. If the short report highlights temporary issues or exaggerated risks, buying the dip could be a smart move. However, if the report reveals structural problems (e.g., slowing growth or flawed data), shorting may have merit. Monitoring volume reaction and insider activity is key. For now, cautiously buying the dip with a stop-loss seems reasonable.

$Palantir Technologies Inc.(PLTR)$ At $80, Palantir looks overextended after a strong rally. Its high valuation raises concerns, with a forward P/E exceeding growth expectations. Profit-taking seems reasonable as momentum could cool off, especially if broader market sentiment weakens. However, if you're a long-term believer in Palantir’s AI and government contracts, adding on dips might still make sense. Strong revenue growth, expanding margins, and increasing government deals support long-term upside. A balanced approach—partial profit-taking while holding core shares—could be the best strategy.

$NVIDIA(NVDA)$ If you liked $NVDA at $150 you would love it at $110. All you need to know about market corrections by Peter Lynch. And no one knows when, id someone knew they predicted it like 1000 times.

$Tesla Motors(TSLA)$ TSLA will become the most valuable company in the world very soon

$Strategy(MSTR)$ How my dad looks at me now after I told him to “unload the truck” on mstr at $407.63

$Meta Platforms, Inc.(META)$ $META: Record-Breaking Marketing at Meta Sentiment: Positive Meta achieved a new benchmark in cost-per-view and engagement rates, reinforcing its positioning in the global marketing ecosystem.

I don’t care about the current price action I’ll never forget the first time #Bitcoin hit 100K

$Palantir Technologies Inc.(PLTR)$ Me when they start explaining how PLTR is still overvalued at $84

$Alibaba(BABA)$ Major character change. Multiple convincing closes over the weekly 200SMA, major volume pouring in to support the breakout thesis. Looks to be the start of a multi month/year move like US tech in Q1 2023. Easy buy on pullbacks and the foreign asset to own in my opinion.

$Broadcom(AVGO)$ Broadcom closing above $200 looks possible. Consistent growth in AI-related demand and data center expansion is driving solid revenue. Recent beats on both top and bottom lines highlight strong execution. Improved guidance and margin expansion could fuel further upside. Institutional buying and positive analyst revisions may provide additional support. Strong fundamentals suggest a breakout above $200 is within reach.