$Alibaba(BABA)$ Why I’m warming up to BABA:Domestic engine is still strongWhile global headlines scream “trade war,” China’s internal consumption is quietly bouncing back—and Taobao is proof.Undervalued vs. global peersLook at Amazon’s P/E vs. Alibaba’s. The discount is massive, and the business model is still very cash-generative.Cloud & AI optionalityAlibaba Cloud may have been hit by regulation, but don’t count it out. Any easing or pivot to AI infra, and this unit becomes a growth lever again.

$SUPER MICRO COMPUTER INC(SMCI)$ Yes, SMCI has been wild. That’s what hyper-growth looks like. If you can’t handle the volatility, you might miss the bigger story.Here’s why I’m still bullish:Core business is boomingThey’re not some hype shell—they’re shipping real AI server racks, and demand is outpacing capacity.Massive tailwinds from Nvidia & enterprise AIEvery time Nvidia wins, SMCI wins too. They’re symbiotic—and SMCI is cheaper by comparison.Founder-led, agile modelLean ops + quick response to demand = exactly what hyperscalers want right now.My play?Using dips to scale in with tight stops. Yes, it’s risky. But so was Nvidia at $150. This is the kind of name that rewards guts.

$Apple(AAPL)$ AAPL +6% in one session? That’s not just noise. That’s a signal.What’s fueling the move:🔓 China iPhone ban exemption talk = huge psychological unlock📊 Solid services growth🤖 Ongoing AI rumor mill for WWDCHere’s my thesis:This pop might just be the beginning. If Beijing’s softening restrictions and Apple gets breathing room, we could be looking at a full sentiment reversal on China exposure.Plus, Apple’s been underperforming YTD—this could be the rotation starter.Going long here with call spreads or just shares makes sense to me. Risk-reward finally favors the bulls again.Anyone else flipping bullish after this move?

I get the appeal: make money from time passing. Very zen.But in 2024/2025 markets? That’s like sunbathing during a thunderstorm.Let me explain:⚠️ One headline = market gap = condor BBQ⚠️ You make $200 over 3 weeks, lose $600 in one spike⚠️ Chop ain’t always stable—sometimes it’s just the calm before a rugpullAlso, have you tried managing a condor on FOMC week?It’s like defusing a bomb with one hand tied.I get it, theta is tempting. But for now, I’d rather be the guy holding cash than the guy chasing 80% probability setups and waking up to CPI-induced gaps.Maybe I’m paranoid. Maybe I’m still salty from that April fakeout. Either way… not flapping my wings just yet.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC just smashed expectations—and that’s a big deal.EPS and revenue both beat, but more importantly, their forward guidance is strong. That’s not just good news for TSMC—it’s a signal the entire semiconductor cycle may be bottoming out.Here’s why I’m bullish:AI Demand Is Real and GrowingTSMC is riding a wave of AI-driven chip demand. With Nvidia, AMD, and even Apple leaning heavily on advanced nodes, TSMC’s position as the dominant foundry becomes even more valuable.Inventory Correction Appears Behind UsManagement noted that clients have worked through excess inventory. That’s huge—channel normalization means new orders can now flow, not just replacements.Capex Intact = Confidence

$Alibaba(BABA)$ Sure, Taobao is leading downloads, but that doesn’t fully shield Alibaba. The trade war brings broader economic uncertainty, which can impact consumer sentiment and slow spending. On top of that, Alibaba still faces regulatory pressure and geopolitical tensions that limit its global expansion.Cloud growth could slow, and investor confidence could wobble under ongoing US-China friction. Download rankings don’t guarantee profits.Until macro risks ease, I’m cautious about Alibaba’s upside.

$Netflix(NFLX)$ In times of economic uncertainty and rising tariffs, Netflix has proven itself to be a reliable safe haven. The company’s $1,000 return underscores the strength of its subscription-based model, which is largely insulated from global trade disruptions. Unlike hardware or manufacturing companies affected by tariffs, Netflix generates revenue from digital content consumed globally.Its international expansion, strong content pipeline, and pricing power make it resilient. While other companies face margin pressure from supply chain issues, Netflix continues to grow its user base and revenue with minimal external interference.In short, streaming is borderless—tariffs aren’t Netflix’s problem.

$NVIDIA(NVDA)$ $100 line in the sand here be like:

$Tesla Motors(TSLA)$ BREAKING Rumor has it, Tesla to unveil new Compact Model after Q1 earnings during company update webcast !

Avoid Altogether – Too Risky, Even in HK:Delisting is just one symptom of a deeper problem: persistent regulatory unpredictability and political risk. Whether it’s ADRs or HK listings, the underlying issues remain the same—opaque governance, sudden crackdowns, and limited shareholder protections. Moving to the HK market might dodge the SEC, but not Beijing. Investor confidence has been damaged, and capital continues to flee. Even local institutions are cautious. Until China’s policy direction becomes clearer, it's smarter to avoid these stocks entirely. Global opportunities abound—why chase returns in a high-risk zone? Capital preservation comes first.

$Tesla Motors(TSLA)$ Despite the bearish noise, writing off Tesla is premature. Last April’s beat proved Tesla’s ability to execute under pressure—and the setup isn’t all that different now. Cost-cutting, energy division growth, and software revenues (like FSD subscriptions) may surprise analysts. Bears are focused on margins, but Tesla’s efficiency gains and pricing power in key markets might offset that. Plus, the ramp-up in AI and Dojo investments could start shifting sentiment fast. With expectations now reset lower, it wouldn’t take much to spark another upside earnings shock. I’m staying optimistic—Tesla’s track record shows it thrives when doubt peaks.

Gold's rally looks strong—but we may be nearing the final euphoric leg. A move toward $3500 would require extreme macro stress or a total policy pivot from central banks. Right now, rate cuts are priced in, inflation is cooling in many regions, and the dollar isn’t collapsing. If risk-on sentiment returns, gold could lose its appeal fast. Plus, speculative inflows make the market prone to sharp pullbacks. The upside from here may not justify the downside risk. For disciplined traders and investors, now’s a good time to trim, take profits, or rotate into undervalued assets. Don’t wait for the top.

$NVIDIA(NVDA)$ Jensen Huang’s visit to China signals Nvidia’s commitment to maintaining critical partnerships, even in a challenging geopolitical environment. While regulatory headwinds exist, Nvidia’s core strengths—AI dominance, CUDA ecosystem, and enterprise adoption—aren’t going away. Short-term noise doesn’t erase long-term demand. The visit might even open doors for localized collaboration or supply chain adjustments. Stabilizing above current levels seems more likely than a plunge to $90. Nvidia’s revenue mix is diversified, and even with export controls, domestic and global demand for high-end GPUs continues to grow. For me, this isn’t a sell signal—it’s a strategic pivot moment.

$Chagee Holdings Limited(CHA)$ A 15% jump is great—but sometimes, strength is a signal to take profits. The market might be overreacting to short-term news, and chasing peaks is risky. Valuations could already be pricing in overly optimistic future growth, and any hiccup could trigger a reversal. I’m not saying Chagee isn’t a good company, but smart investing is about discipline. This rally gives a great opportunity to rebalance or de-risk, especially if your position has grown overweight. I’d rather bank the gains now and wait for a better entry point than hold through possible turbulence. For me, trimming here makes strategic sense.

$Netflix(NFLX)$ Netflix is riding a wave of bullish sentiment ahead of its earnings. Options traders expect an 8.5% move, putting $1,000 well within reach. Analysts from Oppenheimer and BofA have set price targets above $1,150. The ad-supported tier and sports content are unlocking new revenue streams. Strong free cash flow gives it resilience in uncertain markets. Netflix has shifted focus from subscriber counts to profitability and engagement. Its pricing power and global content appeal remain unmatched. With the right numbers, this earnings could be a breakout moment. Hitting $1,000 wouldn’t be hype—it’d be justified. The momentum is real, and Wall Street knows it.

$Palantir Technologies Inc.(PLTR)$ Don’t ever forget the clowns who told you this is a $5 stock - and always remember who never flipped and told you $PLTR is a $500 stock 5 years ago

$NVIDIA(NVDA)$ There has never been a more incompetent president in history. Trump has been an absolute disaster for US businesses. The Trump regime has banned Nvidia from selling H20 chips to China for the indefinite future, resulting in $5.5 billion charge to Q1 earnings.

$NVIDIA(NVDA)$ hodlers to Trump after he banned selling the H20 chips to China

$Intel(INTC)$ Intel's sale of a majority stake in Altera to Silver Lake is a calculated move to sharpen its focus on core businesses and improve financial health. By retaining a 49% stake, Intel can still benefit from Altera's growth, especially as the FPGA market expands in areas like AI and edge computing. The appointment of Raghib Hussain, formerly of Marvell, as Altera's CEO, brings experienced leadership to drive innovation and competitiveness.

$Palantir Technologies Inc.(PLTR)$ While Palantir's stock has seen recent gains, concerns remain about its high valuation and reliance on government contracts. The company's significant stock-based compensation expenses have led to shareholder dilution, raising questions about long-term profitability . Additionally, political factors, such as proposed defense budget cuts, could impact future revenues . Investors should exercise caution and consider these risks before making investment decisions.