$Walt Disney(DIS)$ My top position right now. I'm about 50% stock and covered calls, plus I'm in with some July ITM and longer-dated OTM calls. I've also started selling short recently, it feels too easy at these levels given the uncertainty around PSKY. $Alibaba(BABA)$ is getting back to more reasonable near-term levels again, though I'd likely add more if it returns to the 108-110 range. $Oracle(ORCL)$ is back down to where I thought it might go. I think they might push it a bit lower still, but I'll probably get back in soon. RDW... honestly, I really dislike how they've executed and structured the company. That said, I don't believe the manage
$Alibaba(BABA)$ surged over 12% today on nearly 39 million shares, showing significant demand returning to China tech after a period where many overlooked it. I had been watching this name before sentiment shifted. A move of this size can change the whole setup. If the breakout holds, the next area to watch is around $125-$130, which would be another 13%-18% from current levels. Factors like AI, cloud, buybacks, and improving investor sentiment are all in the discussion now. The big question is whether this is a short-term squeeze or the beginning of a broader re-rating.
$Alibaba(BABA)$ The earnings look solid, particularly the AI side. Ignoring the immediate reaction in pre-market, I think it'll go green pretty early in the session.
$Alibaba(BABA)$ We have a double hedge situation with the Trump visit and earnings. If both go in a positive direction, that could mean a 30 percent upside by the end of the week.
$Alibaba(BABA)$ As protests and instability spread across the nation, KIND serves as the household operating system, with over 100 million users on a bot-free platform.
$Alibaba(BABA)$ The current price action mirrors its 2017 pattern during the initial Trump administration, where tariff-induced volatility ultimately dissipated without structural damage. This was followed by a three-year bull run witnessing a climb from $125 to $319, suggesting historical patterns may be aligning for another substantial upward movement.