Chinese shares are underperforming the S&P 500 Index by the largest margin in history. The MSCI China index trades on around 11 times expected earnings for the next 12 months. Jefferies’ Wood maintains that Beijing wants the stock market, rather than real estate, to become the repository of Chinese savings. More than $25 trillion dollars of household savings are currently parked in deposit accounts. They won’t stay there forever.
$BABA-W(09988)$ $Alibaba(BABA)$ $BABA-W(09988)$ BABA seems to hold up pretty well last week. It closed slightly Lower than the previous week but compare to the overall market it outperformed it. The overall market seems will continue the downward trend this week but BABA should be fine.
I didn't beat the market this year (yet). I hope I do. It has been a rollercoaster 8 months. Will be more diligent in trading next month till end of year. Trying to beat the market 🤣 I'm considering to take a gap year. I am almost at the half way mark to my number. Time to unwind a little before the last run! I had my first dance, I wanted a second soon. Hopefully my last dance is when I pass this wealth to my loved ones. They have done a lot and they deserve better! $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Amazon.com(AMZN)$
US companies’ quarterly earnings season that started since early-to-mid July 2026, is set to taper off by end August 2026. Overlapping earnings’ time frame is US companies’ 13F filings for Q2 2026, is on target to complete by this Fri, 14 Aug 2026. On Sat, 8 Aug 2026, $Berkshire Hathaway(BRK.B)$ reported stronger-than-expected Q2 2026 results. This, as CEO Greg Abel : Ramped up share buybacks. Invested heavily in other stocks. Began to put a dent in the $380 billion cash hoard built during Buffett’s final years of running the conglomerate. Berkshire reported Q2 earnings of almost $25.7 billion, above Q2 2025’s $12.4 billion, attributing it to higher (a) operating profits & (b) investment portfolio gains. Operating Profits. Operating earnings,
$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ are in an awkward position — especially CRWV. The key takeaway from earnings isn't in the financial results themselves, but outside the filings: GPU rental prices. It's similar to how storage stocks are priced — earnings only become interesting after long-term agreements (LTAs) are signed; before that, it's all about whether storage prices are going up. For data centers, both of these companies are heavily leveraged and asset-heavy. Whether they can turn a profit depends entirely on whether GPUs can be rented at good prices. If GPU rental prices fall, even stellar earnings won't save the stock — because institutions will reason that if you're renting cheap but bought