$Alibaba(BABA)$ Last Friday BABA was trading at 88. What a nice run to 105. It is just getting started in the first inning in my opinion. This can go to 300 if they keep focused on the AI and Cloud aspect of the business. That is the main focus A.I. Stimulus will boost online sales also.

$Alibaba(BABA)$ China's economy is still struggling. It grew much slower than expected in the second quarter, weighed down by a protracted property crisis and consumers' worries about job security

$XIAOMI-W(01810)$ Shorties and haters got squeezed. Doubters eating dust. Bag holders getting their bags filled with $$…

$Alibaba(BABA)$ BABA to $165 and JD to $50 very doable in the short/medium term. Beyond that I don't know, it will have to do with where the fundamentals are in the future and it's hard to predict.

$Microsoft(MSFT)$ MSFT continuous growth and development, investing multi-billions into AI, Cloud, Data Center, Nuclear Energy, etc. These investments will return in great profit in the near future. $B not spent into empty space

$Advanced Micro Devices(AMD)$ Should You Buy AMD Stock Before Oct. 10? By Jose Najarro.  This article is half baked.  He covers the probable topics, and has nothing new to say.But he misses the mark when he says he doesn’t think a Microsoft Copilot+ announcement for AMD AI PC is of any impact.He doesn’t think the AMD & the Ultra Ethernet Consortium (UEC) announcement of v1.0 will significantly impact the AI and HPC networking landscape.  He says this even though they will be delivering with the MI300 series this new Ethernet-based, open, interoperable, high-performance communication stack.

$MINISO Group Holding Limited(MNSO)$ What a horrible management decision and transaction on every level. Plowing cash into a company that has nothing to do with their high-growth core business. What synergies (revenue or cost-savings) can possibly be generated between a Chinese produce supermarket chain and an international "trendy lifestyle products" chain? All they had to do was keep executing their proven model, buyback shares and let the market valuation catch up to reality.

$NVIDIA Corp(NVDA)$ Motley Fool is bearish. The newest article doesn't have a price prediction, but it concludes "For these reasons, I see Nvidia stock valued lower in three years than it is today." That's pretty bold statement. Personally, I think they're wrong because the three "headwinds" they're worried about might not happen, or might happen but not make much difference.

$Alphabet(GOOG)$ Still a massive bargain with a PE of only 23. It's priced as if GOOGL is a selling a commodity!

$Microsoft(MSFT)$ Analysts at D.A. Davidson downgraded the stock to Neutral from Buy, keeping their price target unchanged at $475, which still implies around an 8% upside from current levels.what a clown , he must have a short insight in the near future of MSFT.I say own it , buy the silly dips here , if any

$NVIDIA Corp(NVDA)$ NVIDIA Generative AI Ecosystems, reminds of the coolest kid in town that has the one and only coolest toy in town. And all of the kids are fighting to be his very best friend. That way one of the lucky kids will have bragging rights and start going all over town. And tell all of the other kids that he was the first one in town that was able to play with the coolest kid in town one of a kind brand new toy.

$Trump Media & Technology(DJT)$ All the Fake Hoax's keep piling up with lie after lie , heck even Zucker admitted this administration forced him to use censorship during the 2020 election...Laptop was true, the 51 CIA officials all lied along with the other 30 thousand Hoax's....."ELECTION INTERFERENCE"

$Coinbase Global, Inc.(COIN)$ Markets going to shine red next week. If you are being honest you all know what the real market is, and its not good.Outlook poor, JP did a political favor and the big boys are saying no.

$Alibaba(BABA)$ $150 As i told everyone but no one believes meChina southbound investors net $20-24bn inflowMeituan is owned 12% by mainland investors. Currently baba is just 1%Go long!!

$Marathon Digital Holdings Inc(MARA)$ Now let's see what drastic dilution can do. It may be that even if BTC reaches €200k, this will not even reach the peaks of four years ago. The problem with these miners is that the main owners' best way to make money is to dilute the stock as soon as the prices start to rise.

$Broadcom(AVGO)$ As a LT investor, holding the stock right now is not a bad choice especially if you've bought at a lower cost basis, given AVGO's solid management. They've done a great job onboarding $VMware(VMW)$ , with integration having gone quite smoothly so far; the company's also done well in capturing emerging AI-driven demand in custom ASICs and networking solutions. But I just wouldn't recommend buying here, as I see a growing divergence between tangible fundamental prospects and the stock's increasingly lofty premium. Considering the large sum of acquired debt from the VMware transaction, AVGO's expectations for long-term quarterly revenue run rate at $4B alongside annu

$Broadcom(AVGO)$ AVGO is a fantastic dividend growth company with robust growth and profitability. It's my top holding, and I will hold for a very long time to come, having bought in the low $300s. But I'm afraid the valuation is way too rich right now. I prefer $Salesforce.com(CRM)$ and $Charles Schwab(SCHW)$ as dividend growth stocks right now.

$Intel(INTC)$ While Intel’s recent AWS partnership news might seem exciting, I’m more focused on the company's financial reality, which is quite concerning.With around $25 billion in net debt and not expected to turn free cash flow positive until 2025, the long-term risks feel too high for me to recommend a BUY.Intel’s restructuring efforts and uncertain growth prospects suggest a challenging road ahead.I believe Intel’s future performance will likely continue to disappoint — this seems like a "sinking chip" to me.

$Broadcom(AVGO)$ I’m watching AVGO, and it’s hitting this major resistance at 166. There’s this downtrend line from the highs of 185, and it’s acting like a brick wall right now. It’s like trying to push through a stubborn door that won’t budge. If it can’t break through 166, we might see more selling. I’m keeping an eye on this level—if it bounces off again, it could mean trouble. I’m definitely staying cautious!

$Micron Technology(MU)$ it requires the AI bubble to continue to inflate at least through 2025. I doubt MU can recover the non-recurring engineering cost of the new product that quickly, even with margins. I think we've seen peak AI/GPU/ $NVIDIA Corp(NVDA)$ for this cycle.We may see new and larger cycles a few years down the roads, overall I'm optimistic about AI, but this one seems already past the sell-by date, perhaps literally.