My thoughts are that most of the divergence are driven by Geo-political influences and the impact they have to other countries. We can thinknof this as Chinese Tech stocks are undervalued or US tech stocks are overvalued. Eventually how do we actuslly put value to a stock? if we think from an financial and economics standpoint China and the US situation is inverse to their tech stock performance ... what are your thoughts?
GohTo
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It's depends on your investment strategy and what stocks you are holding. All of my stocks are at net loss but I'm playing the long game as these stocks are currently. We are at the time of speculative trading, unless I need to liquidate to recover cash, my strategy would be to keep my portfolio until the stock hits its right valuation.
$NVIDIA Corp(NVDA)$ Keep on holding - heeehah. Strong fundamentals, company is right on point & in the thick of riding the rising AI tide.
$NVIDIA(NVDA)$ I still stay strong on the view that software and hardware needs to co-exist. with the principle being that DeepSeek is fundamentally a Software business and Nvidia is hardware chips business and both are required to perform the AI function which also means with more chips you can multifold the computational power , information is so vast that the higher the processing power the better is the entire performance of system. I hope #NVDA further drops to 110 and below, I'll increase me loading up of NVDA shares. For context, I'm playing long.
Alibaba and its affiliates are in for the long game. All their actions are geared towards development and growth of the company. The mgmt isn't concerned with the macro situation because they are very focused on their objectives and this shows how determined they want to move the company forward past the current speed bump.
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When Opposites don’t attract …
When Opposites don’t attract …
Depends on what those stocks are purchased for, shorting the market I can understand the need to bail, China still has strong fundamentals, and the drive this year is to grow the economy - mostly likely without the US market - which no love lost as US market is not looking positive anyways. For the long haul, this might bea great opportunity to leverage these companies prices.
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$NVIDIA Corp(NVDA)$ Nvidia has overtaken Apple as the world's largest company, CEO has asked HBM for 6-months pre-supply of chips, with fundamentals so strong it doesn't make sense the direction of todays market. I believe it is biased to market sentiments due to elections, I will buy the dip.
In my view, it's not just the company but the culture in the people. China has been in existence far longer than the U.S. has been. it has been invaded by so many foreign powers in its history yet at the end of the day, the country ememerges and has become stronger than before. this is ingrained in the DNA of its people, truncated to its companies Albeit there are some black sheeps so as other countries companies. I have no doubt these stocks are a steal currently. I concur with your view on these 3 compabies. I own stocks two out of these 3.
3 Chinese Stocks I Own in 2025
Buy stocks with strong fundamentals and undervalued. Be patient, and wait for the long game. Dont react to sudden market movements. Have a clear and self convinced exit strategy.
$NVIDIA(NVDA)$ Thank you DeepSeek for helping me dilute my price. Within a couple of hours last night I went in and did two buyings. [Sly]
$NVIDIA(NVDA)$ Just purchased some at 118.20. Will go in again when it falls lower.
My opinion is that if you trade on $TSLA you'll be trading on an idea or a believe. it is obvious that EM has moved on to more "sexy" toys. Moreover, $TSLA is facing A slew of headwinds against Chinese EV makers esp. BYD, LI and NIO. Accept it or not, EV is China's market, the U.S. market still likes the feel of raving engines. It's a different consumer base, these 2 countries.
@ShayBoloor:Biggest Takeaways from $META, $MSFT & $TSLA Earnings 👇
Hoping NVDA drops to 110 today!
I will definitely add at 120. Have already added twice when price plunged due to knee-jerk Fron DeepSeek
Wooohooo! Finally a boss
Leading indicators provide the Macro views while Technical Analysis gives the Micro. Anyone agrees?
Share a good site for consolidated indicators ... thank me laters https://www.bloomberg.com/graphics/world-economic-indicators-dashboard/
Alibaba is Still super focused on growth at this point when there's so much turbulence in the economy leaving most organizations to refocus back into ops cost cutting - Alphabet, MSFT, AMZ. Truly a steadfast organization with a lesdership who has a clear vision.
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