Karen Finerman

Well, Dell certainly is most in the crosshairs of all of them. The tariff wars, you know, it was somewhat of a reprieve. I don't know that it's a permanent reprieve of China. We'll see. But the combination of the concern about AI and data center growth, that's obviously right in Dell's wheelhouse. And then

Well, Dell certainly is most in the crosshairs of all of them. The tariff wars, you know, it was somewhat of a reprieve. I don't know that it's a permanent reprieve of China. We'll see. But the combination of the concern about AI and data center growth, that's obviously right in Dell's wheelhouse. And then

Aside from that business, there's also the PC business, and that has sort of slowed, but also the PC business really is affected a lot by tariffs. So that's been the most painful one. But Alibaba having an amazing year. That's been having an amazing year. Yeah. I feel like there was sort of not regime change because the regime is exactly the same, but a change in policy.

Aside from that business, there's also the PC business, and that has sort of slowed, but also the PC business really is affected a lot by tariffs. So that's been the most painful one. But Alibaba having an amazing year. That's been having an amazing year. Yeah. I feel like there was sort of not regime change because the regime is exactly the same, but a change in policy.

Aside from that business, there's also the PC business, and that has sort of slowed, but also the PC business really is affected a lot by tariffs. So that's been the most painful one. But Alibaba having an amazing year. That's been having an amazing year. Yeah. I feel like there was sort of not regime change because the regime is exactly the same, but a change in policy.

And that doesn't have tariff issues, right? They do very little business in the United States. And they have a huge business. They have a huge cloud business. They have, I mean, they're in so many different things, logistics, and they really are a conglomerate. They have an extraordinary amount of cash. And it's not expensive. So but it's subject to who knows? Who knows?

And that doesn't have tariff issues, right? They do very little business in the United States. And they have a huge business. They have a huge cloud business. They have, I mean, they're in so many different things, logistics, and they really are a conglomerate. They have an extraordinary amount of cash. And it's not expensive. So but it's subject to who knows? Who knows?

And that doesn't have tariff issues, right? They do very little business in the United States. And they have a huge business. They have a huge cloud business. They have, I mean, they're in so many different things, logistics, and they really are a conglomerate. They have an extraordinary amount of cash. And it's not expensive. So but it's subject to who knows? Who knows?

I did buy some more Alibaba Friday, I think Thursday, Friday. I think that even in the situation that we're in, that China really feels that they need to support their economy. And that that will that will benefit Alibaba. So I have added.

I did buy some more Alibaba Friday, I think Thursday, Friday. I think that even in the situation that we're in, that China really feels that they need to support their economy. And that that will that will benefit Alibaba. So I have added.

I did buy some more Alibaba Friday, I think Thursday, Friday. I think that even in the situation that we're in, that China really feels that they need to support their economy. And that that will that will benefit Alibaba. So I have added.

I own some FXI. I own K-Web. So some ETFs. But that's the only individual stock that I own.

I own some FXI. I own K-Web. So some ETFs. But that's the only individual stock that I own.

I own some FXI. I own K-Web. So some ETFs. But that's the only individual stock that I own.

Right. So that doesn't affect Alibaba as much. So Timu and Xi'an, that's really affecting them. And I think we're also going to see Meta is sort of a collateral damage there as well. Not this Super Bowl, but the one before that. It seemed like every other ad was Timu, Xi'an. So we're going to see a meaningful contraction there. And those are big advertisers.

Right. So that doesn't affect Alibaba as much. So Timu and Xi'an, that's really affecting them. And I think we're also going to see Meta is sort of a collateral damage there as well. Not this Super Bowl, but the one before that. It seemed like every other ad was Timu, Xi'an. So we're going to see a meaningful contraction there. And those are big advertisers.

Right. So that doesn't affect Alibaba as much. So Timu and Xi'an, that's really affecting them. And I think we're also going to see Meta is sort of a collateral damage there as well. Not this Super Bowl, but the one before that. It seemed like every other ad was Timu, Xi'an. So we're going to see a meaningful contraction there. And those are big advertisers.

So I think that's part of what's weighing down meta. I mean, you've got a lot of things, but that you've got the lawsuit.

So I think that's part of what's weighing down meta. I mean, you've got a lot of things, but that you've got the lawsuit.

So I think that's part of what's weighing down meta. I mean, you've got a lot of things, but that you've got the lawsuit.