$NVIDIA(NVDA)$  in the medium term things should stabilise and on the long run it should be ok. We have seen similar ups and downs in almost every counter and Nvidia should be no exception. 

$Tesla Motors(TSLA)$  as predicted a few days ago (not by me) TSLA has indeed gone sub-300. Perhaps it is time for Musk to focus on his business too along with the attention he is giving DOGE. Else, there is only so much Trump can do to counter the pressure from the chinese EV competition. Tariffs and threats can take it ahead only to some extent. Historically tariffs have harmed the host country more than actually helping it.  

Warren Buffett reputedly one said that it's wise for investors "to be fearful when others are greedy and to be greedy only when others are fearful". With that logic I do feel now is the time to buy Nvidia for the long term.

This deepseek is a disruptor for sure. But it's not a doomsday event. Personally I think the scene now is something like what 8t was when xiaomi first entered the market as a competitor to iPhone at around 30% its price. But now it is as expensive and also pushes ads on even their premium phones now. And Apple & Samsung still hold forth. Perhaps this is how the AI scene would unfold in the future too with the likes of Nvidia, Micron, Palantir etc. having their own share. 

$Tesla Motors(TSLA)$  I do see Tesla going sub $350 due to its own recent performance and also due to the potential tariff and overall international climate.

$NVIDIA(NVDA)$  I am an eternal optimist on this counter. It will be interesting to see how the deepseek news has impacted it so far. I have seen NVDA breach 150 levels and then trace back soon after. So, if it crosses 150 again, I plan to book profits to reenter on a dip in some time. 

$NVIDIA(NVDA)$  being a fundamentally strong counter and also being one of the innovators in the area of its operations, hoping that the latest results are a testimonial to that leadership. Also wishing that the days ahead will bring in more stability to an otherwise volatile marketplace.

$Palantir Technologies Inc.(PLTR)$  Considering the huge run-up in the recent psst months, a pullback to 90 levels is expected. In fact that would be healthy for future rallies also perhaps. And this traceback isn't solely because the CEO sells his stock or something rather trivial. It's rather because Palantir appears to be in the overvalued area.

$Tesla Motors(TSLA)$  I think it is time Tesla is not judged based on short term price movements. It has grown beyond short term targets & sentimenta. But it is time it increases its market footprint and has alternatives for manufacturing also outside of china to derisk.

$Tesla Motors(TSLA)$  the recent upgrade to buy is a welcome relief. Tesla is too big a brand to be down for prolonged periods and requiring Elon's association with Trump administration to boost its value. Hoping it will regain the $400+ mark soon and sustain the same for longer.