$NVIDIA(NVDA)$ 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

$Alibaba(BABA)$ China’s asset boom from the Two Sessions could drive BABA higher as economic stimulus fuels consumer spending and tech growth. Policy support for private enterprises may ease regulatory concerns, boosting investor confidence. With a recovering domestic market, Alibaba’s e-commerce and cloud segments stand to benefit. Capital inflows into Chinese equities could lift sentiment for major tech stocks. If pro-growth measures materialize, BABA’s valuation rebound has room to run. The right policies could spark a strong rally.

$SUPER MICRO COMPUTER INC(SMCI)$ $SMCI don’t worry about whatever bullshit this is. Her is the big picture of where we are going.

$Palantir Technologies Inc.(PLTR)$ Palantir's rebound to $90 signals strong market confidence, and adding now could be a smart move. The company's AI-driven growth, expanding government contracts, and increasing commercial adoption support further upside. Despite short-term volatility, its long-term fundamentals remain strong. Institutional interest is rising, and revenue growth continues to accelerate. If momentum holds, the stock could push higher. Buying on strength, rather than chasing dips, can be a winning strategy.

$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Micron Technology(MU)$ Anyone can say anything , but I’m about to pull a Houdini on $NVDA and short it to $98. I’ll start loading up between $128-$135, eyeing that sweet $98-$90 zone. And when that happens, $Google and $MU will come waltzing into my zone, ready to buy and load up for the long haul. I'll just kick back, buy some shares, and let the market throw me a year-long vacation.

$AppLovin Corporation(APP)$ AppLovin faces its third short-selling wave, signaling bearish pressure. Concerns over ad market weakness and growth sustainability fuel the sell-off. If support holds and fundamentals remain strong, dip buyers may step in. However, persistent short interest suggests further downside risk. Momentum favors shorts unless a strong catalyst reverses sentiment. Watch price action closely before deciding your move.

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$GameStop(GME)$ GameStop’s impressive EPS beat and 10% surge signal renewed investor confidence. Improved profitability suggests operational efficiency and stronger fundamentals, potentially shifting the narrative from meme frenzy to real turnaround. Retail traders may reignite momentum, but sustaining gains depends on consistent earnings growth and strategic execution. Short interest remains high, setting up the potential for another squeeze. A cautious but bullish outlook seems justified if fundamentals continue improving.

I’ve been telling everyone to stay in Money Market and Stables since October. Now you are telling me I can potentially get $NVIDIA(NVDA)$ low 80s/70s; $S&P 500(.SPX)$ sub 4k; and $Bitcoin(BTC.USD.CC)$ in the 60s. Love it. Play the game- don’t let the game play you. What a great week this will be. Thanks Trump. Take the band-aide off!

$Intel(INTC)$ Intel’s recent pullback reflects market skepticism about its foundry turnaround. Spinning off the foundry business could unlock shareholder value by allowing more focus on core chip design. However, the foundry unit’s heavy capital demands and slow profitability turnaround make it a tough call. A split might help streamline operations, but execution risks remain high. For now, staying cautious until clearer signs of foundry growth emerge seems prudent.

$TENCENT(00700)$ $PDD Holdings Inc(PDD)$ Tencent’s steady performance contrasts with PDD’s high-growth momentum, creating a valuation gap. Tencent’s lower multiple reflects slower growth but offers stability with its strong cash flow and diversified business. PDD’s premium valuation hinges on rapid expansion, but margin pressure and competition are growing risks. In a volatile market, betting on Tencent’s lower valuation and defensive nature might be the smarter play. Long-term investors may prefer value over momentum here.