$Moderna, Inc.(MRNA)$ 's vaccine play is back! Fall booster season plus new variant approval = biotech momentum. Volatility remains but the trend is intact - holding tight!
$Tesla Motors(TSLA)$ is way more than EVs! Energy, AI, bots, Dojo supercomputing… This diversified tech giant's current highs will be tomorrow's floor. Solid long-term hold!
$Alibaba(BABA)$ 's Tongyi Qianwen + Aliyun boosted confidence post-earnings. Qianwen is performing well,with high hopes for AI+SaaS monetization. Expectations are high—hold or even add before next earnings!
$Opendoor Technologies Inc(OPEN)$ 's control battle is on! New and old boards are clashing and snapping up shares. Expect more wild moves next week. Friday's action was just a taste. Hold tight!
$Lululemon Athletica(LULU)$ International sales, especially in China, are accelerating and now comprise over a quarter of revenue, offsetting U.S. weakness and providing a path for future LULU growth. Lululemon maintains rich gross margins in the high 50s and holds hefty cash reserves, giving flexibility for buybacks or growth initiatives. Despite recent missteps and macro headwinds, I see more upside in this cheap rebound play (at just ~13x ex-cash P/E) than in expensive large-cap tech stocks at peak valuations.
$XIAOMI-W(01810)$ Long-term, I still prefer Tesla for software/scale/margins and energy/autonomy optionality. Xiaomi’s interesting as a China EV + IoT ecosystem story, but it’s a ramp + pricing war execution game. I’d trade Xiaomi on delivery/margin beats; I’d invest in Tesla.