$NVIDIA(NVDA)$ Cathie Wood’s moves often make headlines, but I’m staying cautious on Nvidia.The stock is already priced for perfection after a massive run-up.Even a great company can be a bad investment if bought too expensive.Her past exits from Nvidia raise questions about conviction.High-growth names are great, but I prefer value and stability right now.Nvidia’s current P/E ratio makes me nervous, especially in a high-rate environment.What if AI demand slows or competition heats up?I’d rather wait for a pullback or invest in other AI plays with more upside.Cathie’s vision is admirable, but I’m not convinced on timing.Sometimes, not following the crowd is the better move.

$NIO Inc.(NIO)$ $NIO Systematically destroying my nerves.

$Palantir Technologies Inc.(PLTR)$ $Tesla Motors(TSLA)$ $PLTR or $TSLA next 5 years? You can only choose one[Lovely]Image

$XIAOMI-W(01810)$ Xiaomi’s $5.3B stock placement pressures its share price, but is it a buy under 50? The dilution effect and short-term selling may weigh on sentiment. However, if funds are deployed for R&D and market expansion, long-term growth prospects remain intact. Valuation and demand in the smartphone and AIoT sectors will be key. If support holds near 50, it could attract dip buyers. Caution is needed, but opportunity exists for long-term investors.

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.

$Tesla Motors(TSLA)$ Mark my words, $TSLA will be at $1,000/share in 2026.

$Apple(AAPL)$ $Microsoft(MSFT)$ I want to pick a stock to put some money in short term (under or about 1 year) and I'm thinking about MSFT or AAPL. Doing research, they have pretty similar valuations, efficiency (disregarding ROE for apple). I searched up predictions and aapl is supposed to rise 6% yet msft is supposed to rise 18%. What do you guys think?

$NVIDIA(NVDA)$ A 6% slide in Nvidia could signal deeper weakness across semiconductors. Valuations are stretched, and any slowdown in AI spending might hit revenues hard.We’ve seen high expectations baked in—any earnings miss could trigger more downside. Time to be selective, not blindly bullish on the whole sector.

$XIAOMI-W(01810)$ Xiaomi’s EV launch marks a major milestone, proving its ability to integrate smart tech into the auto industry. With strong execution, ecosystem advantages, and a commitment to high-end innovation, Xiaomi is set for long-term growth. I’m bullish on its future![Strong]

Three winning days have fueled excitement, but caution is still warranted before assuming the S&P 500 will easily break 5500:Overbought Signals: Momentum is strong, but the index is nearing overbought territory. A pullback or consolidation phase could happen before any sustainable breakout.Valuations Are Stretched: At current levels, the S&P 500’s P/E ratio is back near historical highs. Without continued earnings growth, upside could be limited.Macro Risks Linger: Geopolitical tensions, sticky inflation, or a surprise Fed move could quickly reverse recent gains.Summer Volatility: Historically, the summer months bring thinner trading volumes and more volatile swings — a breakout could be harder to sustain.5500 is within reach, but in this market, discipline beats emotion. Wait for