@Toooom:$Affirm Holdings, Inc.(AFRM)$这种新上市的股票都是没有规律可循的，在等抬头到110以上加仓，或探到100以下抄底补仓，若无重大变故持到7-8月份再做调整，因为那时候打新，投机，没信心的都跑掉了，股票走势会趋于明朗，个人是长期看好会做中线到今年底或或更久。

@Wayneqq:$Alibaba(BABA)$Looks like all the bad news have dissipated and a slew of good news such as the big purchase of baba ADRs by charlie munger… reappearance of jack ma in spain.. the unveilingof new 5nm server chips… and the upcoming singles day (11.11) should help topropel the price higher…  So.. back to business fundamentals… with all the regulatory headwinds.. fines.. clampdowns.. force opening of its ecosystem etc.. baba revenue is still increasing.. so there is nothing wrong with the company even though the market has reacted negatively.. which is great news for long term investors such as charlie munger and others who went in to scoop up baba at grossly undervalued prices [Miser] [Miser]