$Alibaba(BABA)$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.
$NVIDIA(NVDA)$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.
$Tesla Motors(TSLA)$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.
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
$Alibaba(BABA)$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
$Palantir Technologies Inc.(PLTR)$Palantir's expanding government contracts and growing commercial adoption highlight its strong market position. Its AI-driven data platforms give it a competitive edge in defense and enterprise sectors. Profitability has improved, and free cash flow remains strong, supporting future growth. With increasing demand for AI solutions, Palantir is well-positioned to capitalize on this trend. Any pullback offers a buying opportunity for long-term gains.
$MIXUE GROUP(02097)$Mixue's low-cost model and rapid international expansion give it a stronger growth runway than Luckin. Its presence in over 20 countries, especially in Southeast Asia, highlights its scalable franchise model. Mixue’s affordable pricing and efficient supply chain drive strong margins and customer loyalty. While Luckin dominates domestically, Mixue’s global strategy sets it apart. Long-term, Mixue’s international reach could fuel higher growth potential.
$NVIDIA(NVDA)$Nvidia is the most important stock in today's environment. It's always a great idea to keep an eye out on what it's doing to see the sentiment in the overall markets. If $NVDA can hold its lows, it has a chance at $168 - $206 in the future.
$Intel(INTC)$Question to Intel Employees: Thoughts on New CEO Lip-Bu Tan?Intel employees: I’ve seen past discussions mentioning that morale at Intel had taken a hit due to various ongoing issues and internal challenges. Now that Lip-Bu Tan has stepped in as the new CEO, I’m curious—how are you feeling?Given the critical importance of semiconductors and the fact that Intel remains the only major American semiconductor fab, I believe Intel is one of the most crucial companies for the next era of this nation. It would be great to hear if there’s a sense of optimism or renewed hope within the company following Tan’s appointment. Is there a noticeable shift in morale, or do concerns still linger?I’d appreciate hearing your pe
$Palantir Technologies Inc.(PLTR)$I am pretty sure 95% of this sub is in for this long ride. Don't care what the price is gonna be in the next year because this is our retirement ticket 10 years from now
How is Bitcoin not just a glorified ponzi scheme?Genuinely asking, not here to troll. Bitcoin has been popular for 15 years, but it still doesn’t seem to have a mainstream, everyday use. You can’t just walk into most stores and buy groceries or gas with it. Yet, every time it surges, people start calling it "the future of finance," but that future never really happens.I keep hearing about institutional money coming in, but if it’s mostly hedge funds and whales pushing the price up, how does that make it a real currency? If regular people are just there to provide liquidity for the big dogs, how is this different from a glorified pump-and-dump?Don't get me wrong I'm a Bitcoin fan and have been buying and selling it for years now. But I cringe everytime I hear “It’s digital gold”.. Gold has
If Bitcoin fails, all my life and effort will be destroyedSometimes I pause and think about this fact, doing ALL IN on Bitcoin means no matter how much work you do if Bitcoin wins you end up with and abudandt and free life, but the same thing happens to the opposite site, if Bitcoin fails it doesnt matter how much work I do, my life will be miserableMy conviction in Bitcoin is close to 100% but sometimes I wonder if Im making a mistake and I will end up poor as f