Looking back at April 2025, Trump’s 2.0 tariff really shook the market — but it didn’t stop the bull run. Now he’s back, talking about another 100% tax on China, and everyone’s bracing for a pullback. Sure, the bears might be celebrating, but honestly, I see this as another discount window to grab great companies at cheaper prices.Why panic when quality stocks are on sale? The market’s short-term moves are impossible to predict, but we can understand a company’s business model and long-term profits. My plan is simple: keep adding good stocks, stay patient, and let the drama play out. When the headlines start shouting “Ohhhhh The Market is Over,” that’s usually when the best bargains appear.So, panic = discount = future returns. Don’t let Mr. Market scare you out — especially when the “TACO
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$苹果(AAPL)$
$Apple(AAPL)$ Raising iPhone prices now? That’s a gamble Apple doesn’t need to take. Here's why it could backfire:Global Economic Pressures: From rising interest rates to consumer debt fatigue, this is not the environment to ask people to pay more for a phone — even an iPhone.China Sales Already Slumping: Apple is already losing share to Huawei and local brands in China. A price hike could accelerate that trend at a very bad time.Diminishing Innovation: Recent iPhones have seen incremental upgrades, not groundbreaking changes. Customers might not see enough added value to justify a higher price.Competitor Edge: Samsung, Xiaomi, and others offer premium features at lower prices. Apple risks pushing budget-conscious consumers away from its ecosystem
$Tesla Motors(TSLA)$ Strong Earnings Momentum: Last quarter, Tesla beat both revenue and earnings expectations. Margins are stabilizing, and energy/storage segments are growing rapidly.2. AI & Robotaxi Catalyst: Musk confirmed that Tesla will unveil its Robotaxi platform in August. This could open up a whole new multi-billion-dollar revenue stream and justify a higher valuation.3. Technical Breakout: TSLA just cleared major resistance at $300 with strong volume. This is a classic bullish breakout setup — usually followed by significant upside.4. Investor Sentiment Turning: After months of underperformance, sentiment is finally shifting. Funds that avoided Tesla in Q1 may rotate in now.Bottom line: Momentum + improving fundamentals = opportunit
$Hims & Hers Health Inc.(HIMS)$
Can Bitcoin become the 2nd biggest global asset by the end of 2025?
$Tesla Motors(TSLA)$ People who went short $TSLA off Tampon Tim’s advice
Future you will thank you for buying $Alphabet(GOOG)$ at this price.
$Alphabet(GOOG)$ From the Bloomberg article that crashed $GOOG shares by 8%+… People only reading the headline?
$Hims & Hers Health Inc.(HIMS)$ snap back rally tomorrow?
$Hims & Hers Health Inc.(HIMS)$ Like if you think $HIMS can reach $100 this year
Don't Look At All Time Highs, Look At Yearly Lows
$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer (SMCI) is plunging, and the pain might not be over. Here’s why I’d consider selling or reducing exposure:🔥 AI Hype Deflating: Much of SMCI’s rally was driven by speculative AI euphoria. Now reality is setting in.🧾 Valuation Still High: Despite the drop, forward P/E remains rich for a hardware company with lumpy margins.🧯 Volatility Is Extreme: This isn't just a correction—it's a sentiment shift. That can take quarters to stabilize.If you rode the wave up, now might be the time to lock in profits before losses deepen. Don't fight momentum in a falling market.
$Hims & Hers Health Inc.(HIMS)$ After a 100% run, HIMS might be priced for perfection. Here's why I’d be cautious here:💸 Valuation Risk: At these levels, even small execution misses could trigger big sell-offs.🏥 Competition Rising: Telehealth space is crowded—big players like Amazon and CVS are circling.🔍 Still Unproven in Some Verticals: Their push into GLP-1 weight-loss drugs and mental health is early-stage and high-risk.Momentum traders may stay in, but long-term investors should wait for a better entry. Chasing at the top rarely ends well.
$NVIDIA(NVDA)$ If Trump lifts chip restrictions, it could be a game-changer for Nvidia. The AI chip leader has been hampered by U.S. export bans, especially in China—a massive market. Removing these limits would open up billions in potential revenue.Here’s why $120 isn’t just possible—it’s probable:📊 China Market Access: Nvidia’s A800 and H20 chips, tailored for China, were already selling well before the ban. Full access could turbocharge sales.🚀 Demand for AI Still Surging: Global demand for GPUs is relentless, especially in data centers and generative AI sectors.💵 Earnings Momentum: Nvidia’s recent earnings crushed expectations. With fewer restrictions, growth could accelerate further.Nvidia near $120? With geopolitical winds shifting, it could
$Strategy(MSTR)$ breaking it's inside day.
$Tesla Motors(TSLA)$ $600 this summer.[Happy]
Anyone can say anything , but I’m about to pull a Houdini on $NVIDIA(NVDA)$ and short it to $98. I’ll start loading up between $128-$135, eyeing that sweet $98-$90 zone. And when that happens, $Alphabet(GOOG)$ and $Micron Technology(MU)$ 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.
$Palantir Technologies Inc.(PLTR)$ Don't look down.
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