Alva Robinson
Alva Robinson
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$Alibaba(BABA)$ Dr.M said in one of his comments that Baba was over $321 when Donald J Trump was President from 2016-2020 and once again, when he is sworn in as the 47th President, Baba will start its climb once again to over $ 300 in 2025-2026. Guess what is different this time?
$VanEck Junior Gold Miners ETF(GDXJ)$ With all the market uncertainty and inflation pressure still hanging around, gold and silver are back in the spotlight. They're classic safe-haven assets, especially good at hedging against inflation,and since they don’t pay interest, they actually shine more when interest rates are low. Goldman Sachs even came out and named gold and oil as must-haves for long-term portfolios to fight inflation. Why? Because there’s growing concern over the credibility of U.S. institutions and oil’s resilience to supply shocks. In times like these, gold becomes the go-to safe harbor for smart money.
$Alibaba(BABA)$ BABA is actually doing massive buybacks and taking steps to unlock value, including making HK the primary listing, away from US investors. The more people sell at these ridiculous single digit P/E levels the more shares are retired, the higher EPS is for remaining shareholders.
$Alibaba(BABA)$ Today's FT special report on Alibaba is quite interesting. It carefully reviewed the AI transformation journey of the past few years. The cooperation between Qianwen large language model and Apple has boosted morale, and next, Quark and Tongyi will be used to increase product coverage.It was disclosed that the cost of chip purchases alone will exceed 39 billion yuan this year. The attention from top-tier media also means that the market is gradually getting used to Alibaba's AI positioning.
$Invesco QQQ(QQQ)$ Market gamblers take note: Jumping in and out requires nailing both entry and exit timing. Miss one beat and you'll trail behind those zen-like holders. Keep repeating this dance and your odds of outperforming drop to nil – there's cold hard math behind it. Happy speculating!
$Invesco QQQ(QQQ)$ Told y'all it's gonna be sideways action. Puts and calls holders got wrecked. Made 25% with iron condor and debit spreads. Shorted $D-Wave Quantum Inc.(QBTS)$  from $9.20 level, now swimming in tendies.
$Invesco QQQ(QQQ)$ The annual August-September dip might just bottom out at the 50-day moving average between $530-$535. When it hits that sweet spot...you veterans already have your playbook ready.
$Alibaba(BABA)$ Very, very simple: The Chinese use the stock exchange as cash procurement machine for $ since they can't use their HKD cashpile. Only silly capitalistic orientated people like me believed for a long time because of the fundamentals this must be a good stock and quality will pay one day.
$Alibaba(BABA)$ Ponzis like MicroS trade for $400 & these companies with tangible results, bullet prof balance sheets and strong track record of profitability trading below $100. That explains everything that’s wrong with US stock market. It’s pure greed
$Alibaba(BABA)$ Alibaba has always invested heavily in the technology sector. Domestically, there is a relatively pessimistic view due to the restrictions imposed on Alibaba. Some people, out of envy, can't stand to see Alibaba succeed and have been constantly disparaging it. The fact is that Alibaba is an influential company internationally. Otherwise, do you think Charlie Munger was blindly buying Alibaba's shares?
$XIAOMI-W(01810)$ position gains 7,308.59 HKD with current price at 56.750 HKD versus 53.428 HKD cost basis. The smart hardware leader's premiumization strategy and EV expansion are driving growth under its smartphone×AIoT ecosystem strategy.
$Invesco QQQ(QQQ)$ With that last-minute panic buying surge, my core portfolio just rocketed 21%. Absolute domination mode activated!
$Invesco QQQ(QQQ)$  My $Cboe Volatility Index(VIX)$  calls are probably gonna tank...but this bad boy could crawl back to $580, maybe even hit a new ATH before Tuesday
$Invesco QQQ(QQQ)$  Market shifting bullish again, check out the chart action with candles slowly climbing and occasional big spikes, new all-time highs stacking up nonstop
$Invesco QQQ(QQQ)$ If she breaks through 608 and reclaims the 50-day moving average today, a lot of bagholders gonna be kicking themselves for missing the dip. This could be the start of something spicy.
$Invesco QQQ(QQQ)$ What a gift today…calls, poots, calls again…
$Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$  going to the moon right now. Bears getting slaughtered tomorrow
$Alibaba(BABA)$ if BABA reports good earnings - especially good guidance - this is going to the moon. There will be such a short squeeze. I think at $90 its still cheap, and I think you have to hold. The Chinese are beating us on electric vehicles - and now ai. I think you have to bet on the winning horse, and frankly the days of the US leading the world are over.
$Alibaba(BABA)$ Alibaba is of such a huge scale that we shouldn't focus on its AI revenue, because currently AI doesn't have the ability to generate revenue on a large scale. Instead, we should look at how much revenue AI can drive for Alibaba Cloud. In the next three years, the revenue of Alibaba Cloud will exceed 200 billion yuan.
$Invesco QQQ(QQQ)$ Been preaching $NVIDIA(NVDA)$  under $600 as steal for ages. Earnings beat was written in the stars. "AI bubble" my foot - these firms banking $65B quarterly is cold hard cash. Energy plays riding the wave too. Bears can keep waiting for recession, bull market's back in town.

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