@Huat99:$Alibaba(BABA)$ $BABA-W(09988)$ 🐂 $BABA 2026 Outlook: AI Breakout or Value Trap? 🐻 We just mapped out the ultimate Bull vs. Bear battlefield for Alibaba. Currently trading near $154, the market is completely split! 🟢 THE BULLS: It's all about AI & Cloud. Triple-digit growth, custom AI chips, and an undeniable revenue-to-price gap. Technicals point to a $200+ near-term target as China pushes its digital economy. 🔴 THE BEARS: Margin compression is real. Heavy AI investments are eating into profits, leading to analyst downgrades, sideways trading, and major earnings uncertainty. We scored the arguments on both sides, and it’s a dead tie at 3.7! Take a look at the full scorecard in the infographic

@Shyon:Today my stock in focus is $IBM(IBM)$ , after a 13% plunge sparked by concerns that Anthropic’s Claude Code could disrupt its lucrative COBOL modernization business. Since COBOL underpins critical systems in banking and government, IBM has long benefited from complex, consultant-heavy upgrades — a moat now being challenged by AI-driven automation. The market is questioning whether AI can compress projects that once took years into quarters, potentially reshaping IBM’s consulting economics. That explains the sharp repricing. However, IBM isn’t standing still. With over $12.5B in generative AI business and Watsonx already supporting COBOL refactoring, the real debate is whether IBM becomes the disruptor — or gets disrupted.

@Barcode:$S&P 500(.SPX)$ $Cboe Volatility Index(VIX)$  $SPDR S&P 500 ETF Trust(SPY)$  🚨📊⚡️SPX Volatility Dynamics: Dispersion Extremes, Leverage Sensitivity and the Hidden Probability Tilt Toward Upside ⚡️📊📈 The market’s internal fractures currently reflect stored energy rather than structural weakness. Record single-stock volatility against a range-bound index represents one of the rarest microstructure conditions observed in modern market history, occurring in under 1% of three-decade observations. This divergence typically precedes index-level movement as uncertainty compresses and dealer hedging flows realign. Conditions now resemble environm

@Barcode:$Alphabet(GOOG)$ $Microsoft(MSFT)$  $NVIDIA(NVDA)$  📈🚀 $GOOG AI Infrastructure Breakout Amid Tariff Shock: Capital Cycle Shift Now Pricing In 🚀📈 Alphabet just delivered one of the strongest sessions of 2026, pushing toward $316 after a sharp intraday expansion 📊⚡️ I do not view this as momentum chasing. I see the market beginning to price a structural transition in compute economics 🧠💻 The critical shift is vertical ownership 🔧 Google is moving from being a large buyer of external AI compute toward controlling the stack from TPU silicon through inference delivery and enterprise distribution 🧩🏗️  That transition c

@koolgal:🧧🧧🧧I start my investing in the Year of Fire Horse the same way a good horse begins a race -  steady stance, clear direction & a powerful first stride.  That is why I added $Schwab US Large-Cap ETF(SCHX)$ to my portfolio. Why SCHX?  SCHX is my strong dependable stallion as it tracks 750 of America's large cap giants.  These are the companies that don't just gallop.  They set the pace for the whole market. It gives me stability with room to run.  I want growth but I also want a horse that doesn't throw me off the saddle on the first turn. With an expense ratio of only 0.03%, SCHX is low cost, well diversified & built for long distance races, perfect for me as I believe in long term investing, not short sprints