If you are familiar with Alibaba and its balance sheet, just focus on that one will do. I think its rally has legs; will go higher if you will :) And yes, any retracement is a good opportunity to get on board and manage it well.

huhu. fast forward, AI bubble picking up pace compared to our initial discussion end of last year while US tech stocks are still expensive from valuation perspective despite in correction mode. Some of the mag 7 stocks approaching 20% correction mark and that is really good :) Trump is also picking up momentum from tariffs perspective and flexing muscles to bring countries to negotiation asap. Getting desperate to get the lateral and multilateral agreements signed by Apr. Unlikely he will be able to push China as there is no definite meeting between Trump and Xi yet. Was thinking that it could be in Apr but some are guessing in June instead. We may see Mar to be a low month which could also be an opportunity for bargain hunting :)