$Alibaba(BABA)$ Bulls should hold their conviction and not let moves in overseas markets shake them out. BABA will find its place in the market soon enough. MADE IN CHINA. Revenue, revenue, revenue. Bottom line, bottom line, bottom line.
$Walt Disney(DIS)$ My top position right now. I'm about 50% stock and covered calls, plus I'm in with some July ITM and longer-dated OTM calls. I've also started selling short recently, it feels too easy at these levels given the uncertainty around PSKY. $Alibaba(BABA)$ is getting back to more reasonable near-term levels again, though I'd likely add more if it returns to the 108-110 range. $Oracle(ORCL)$ is back down to where I thought it might go. I think they might push it a bit lower still, but I'll probably get back in soon. RDW... honestly, I really dislike how they've executed and structured the company. That said, I don't believe the manage
$Alibaba(BABA)$ surged over 12% today on nearly 39 million shares, showing significant demand returning to China tech after a period where many overlooked it. I had been watching this name before sentiment shifted. A move of this size can change the whole setup. If the breakout holds, the next area to watch is around $125-$130, which would be another 13%-18% from current levels. Factors like AI, cloud, buybacks, and improving investor sentiment are all in the discussion now. The big question is whether this is a short-term squeeze or the beginning of a broader re-rating.
$Alibaba(BABA)$ The earnings look solid, particularly the AI side. Ignoring the immediate reaction in pre-market, I think it'll go green pretty early in the session.
$Alibaba(BABA)$ We have a double hedge situation with the Trump visit and earnings. If both go in a positive direction, that could mean a 30 percent upside by the end of the week.
$Alibaba(BABA)$ As protests and instability spread across the nation, KIND serves as the household operating system, with over 100 million users on a bot-free platform.