$Tesla Motors(TSLA)$ The bull case for Tesla (TSLA) watchlist rests on optionality, not on today's earnings. The stock trades at USD 398.73 (2026-10-28, down 2.14% on the day), and the fundamentals are genuinely weak right now: TTM P/E of 438x, net margin 2.81%, and 2026 nine-month net profit down 42.68% year on year. So the argument has to be about what is being built, not what is being earned. That "what" is becoming measurable. FSD was attached to more than 75% of North American Q3 deliveries and has 1.74 million paid subscribers, nearing roughly USD 1 billion in annual recurring revenue — software margins far above vehicle margins
$Alibaba(BABA)$ I still believe in the company and will continue hold. Baba to the moon! Baba to the moon! Baba to the moon! Baba to the moon! Baba to the moon! Baba to the moon! Baba to the moon! Baba to the moon! Baba to the moon!