I made money up to the low 100's on $Alibaba Group Holding Limited(BABAF)$ BABA and gave that and some back not expecting a pullback to here. Been tax loss harvesting as it pulls back and now fully loaded in $Alibaba Group Holding Limited(BABAF)$ BABA. I don't know where this bottoms and today was really disappointing price action. Here's to being right when it matters most!If you look at BABA it's a very bouncy stock. Also, it's rare of return to date is <3% worse than S&P.It probably bounces up, if it's still down a week from now it will be low enough for me to buy some.

Some people ask why the price increase, saying there are no good news to explain and justify that.I think the explanation is simply that the share price in the last few months has been far too low.All of Xpeng's financial ratios were well below other, similar, companies.In other words, the market has been way too pessimistic about the company and now it is taking a more objective / rational view.Consequently the share price has been rising. In my opinion it will keep rising, because it still does not yet reflect a fair valuation of the company.If I were to pick a number, I would say USD21 per share may be the target price in the medium term. $XPeng Inc.(XPEV)$

Keep it. If you don’t mind selling it, you could sell covered calls against it with a lowish delta if you don’t see MSFT $Microsoft(MSFT)$ gaining too much more. Collect a little extra money, if it sells you can reorganize your portfolio. Seems like a win win. A monthly OTM call is going for a little over 1000-1200 at the moment, so you could be pocketing 2-2.5k a month while doing nothing, and if it sells (10$ above current price) you’ll make an extra 2k on the 77k profit you’ve got.

I own PLTR since it started trading and sold some back in early 2021 for a profit. The last few buys as I see the stock tanked have resulted in paper losses and today I added more to my holdings because I believe in the CEO and the kind of company that they are creating. First, I believe he is beyond smart and has a solid team behind him and working on software that is important to governments as well as industries. I do not know him first hand but from his interviews, he is different from most CEOs. The revenues from the past few years have shown impressive growth and profitability will come. They have 2 plus billion available and they are not bleeding cash and I see a much higher stock price in the next couple of years . Thoughts. God bless and stay well.

Interesting weekend and follow up.2008 UBS needed govt money to survive. That the govt “pushed” them to acquire CS was already in “the cards”. What is interesting is the apparent mark to market of the so called coco bonds that the Swiss National Bank dismissed as “worthless”. That this so called “new financial invention for capital reserves or convertibility” is now apparently finally defined clearly by the regulator. Perhaps we should instead look at other global financial institutions that used this instrument to bolster their capital ratios; now that we know their “real” market value.Another full circle comment would be to see the mismatch of “traditional deposit taking institutions” getting burned by the bright lights of “American Investment Banking”. UBS bought Dillon Read, Warburg, m

What’s interesting 🧐 our competitors TAL EDU YQ are much higher traded in comparison with their cash per share ratio. So after a successfully Q1 report we will close up that unrealistic gap. Either the others come down or, what i think will happen GOTU will rise towards cash per share equality $Gaotu Techedu Inc.(GOTU)$ $17 Education & Technology Group Inc.(YQ)$ $TAL Education Group(TAL)$ $New Oriental Education & Technology(EDU)$

I think top is a sleeping giant that's about to be Awakened. I just bought another 100 Shares. I've made money 3 times in the past month. $Zhong Yang Financial Group Ltd(TOP)$

I've never shorted and would never short or buy puts on NVDA.NVDA is in so many different cutting edge technologies that their future is very very bright. I 've been a long sense early 2017 and this has been may largest position next to TSLA, IBM, MVIS and bitcoin.he ebs and flows of the markets and NVDA are many but the long term investors are the ones who are rewarded the most overtime. Buy great companies, diversify and hold, you to can be a winner when you do.$NVIDIA Corp(NVDA)$

I like WhatsApp for business - anecdotally, I hear small business owners like it. Meta is in a uniquely strong position having basically the largest telecommunications company and one of the best AI teams on the planet. Automated customer service is still pretty hit-or-miss - have to think Meta could do a much better job, and have other companies pay them for it.India and Brazil are huge with users of Whatapp and the USA is not. But if more business continue to find it a very powerful tool, I do believe more Americans will start to download it.From what I heard Whatsapp, as a customer service app, is more efficient then having a huge phone call bank. Whatsapp is popular almost everywhere in the world except the USA, China and Russia. $Meta Platforms,

Stock consultantA summary of bullish and bearish indicators.90%Strong BullishBULLISH[Positioning] Extreme Oversold, odds definitely favor long trades.[Positioning] Intermediate trend bullish, Downtrend turned sideways, possible bottom.[Positioning] at support[Timing] Good bullish 1 day moneyflowShort % was almost 8% as of 3/31 and while some likely covered during the manipulated drop a couple of weeks ago there are many left that are dying to lose $millions more by covering in the upper 30s and 40s instead of down here since they aren’t covering. I’ll also be watching PACW and FRC next week for a swing trade as they both have around 30% short interest which is ridiculous at these levels and therefore will likely cause a massive squeeze.

My guess is that there are few “actual” investors in this company and most people are traders some of whom are bag holding after the many pumps and dumps. Could be a reason why we can’t hold onto any gains. thoughts? $Palisade Bio Inc.(PALI)$

QuantumScape's SS batteries are based on solid-state technology, which has the potential to offer a number of advantages over traditional lithium-ion batteries. Solid-state batteries are lighter, have a longer range, and can be charged more quickly than lithium-ion batteries. They are also less flammable, which could make them safer for use in electric vehicles.Pretty sure VW will just buy QS all together after they confirm the batteries are legit. $Quantumscape Corp.(QS)$

It’s a difficult economy but Tesla is doing what it takes to drive sales. The price of some vehicles is more after the discounts than what they were in 2020. Tesla is scaling and that reduces costs. They are aiming for 20% gross margin. Maybe they know something we don’t? What cagr is important revenue or profit? I have only heard it quoted as over a multi year horizon.Tesla has grown every quarter and every quarter I hear it’s all over.  it’s growing with years of production already sold out. Energy revenue is growing. Profits are growing.$Tesla Motors(TSLA)$

XPeng has built XNet, a deep visual neural network that does not rely on high precision maps and relies only on pure visual perception, the first and only mass-produced BEV perception system in China, it said.XPEV and NIO just started long bull run! It is still very early to get in. $20 by early May or even sooner! $XPeng Inc.(XPEV)$

Google's annual payment to Apple shows its vulnerability to competition and destructive innovation across industry. Unlike Facebook, Youtube or Netflix, Google search is just a tool. It doesn't build connection among people or provide proprietary content. Once there's a better tool in market, people will soon to replace the tool with the new one. Chat GPT or generative AI could be a trigger to shake Google's dominant position. The best scenario for Google probably is lose less. As a defender, Google will have to invest more, which probably will lead to lower profit margin. For other business like Google Cloud, Waymo, and hardware business, I don't see any strong competitive advantage. GOOGL looks like a long-term sell to me. $Alphabet(GOOG)$