Newest losing tickers update and 2 value stock recommendation

My top 10 percentage losing tickers after the 12 day race are:

1. Jmia 81%

2. bidu 50%

3. zs 48%

4 baba 35%

5 chkp 35%

6 ibit 31%

7 qcom 30%

8 tdg 16%

9 orcl 13%

10 netflix 10%

some position is large and some is not..

My reading of the market is it may keep going up (not every day) till june. saas would rest a little and it will not have another apocalyptic drop. mostly a L shape recover. hold on to them

Mag 7 has underperformed voo qqq ftec since october 2025. Mag 7 will have further room to run. I’m not adding. if I were to add more, I would pick meta $580 msft $360 level. tsla is its own thing. don’t know where it would head. most likely further up short term till may.

I started selling little by little around 2 days ago 04/15. Mostly rebalance purposes. Need to raise some cash after the 12 day race. not buying due to limit of cash position. bought till the last $1k during the week after march 23.

My current observations and my good value pick are 3 below

1. Jmia. This one didn’t even go below $6 in this war. Last year tariff low was $1.5. This is a meme, but in my view, a very good meme. The curve has formed a curve ball bottom to me and it’s going up quickly. This is the amazon in africa. concept right, region right and a little volatile. but after years of bottoming out, it’s gaining momentum. constantly higher low at every drawdown. don’t oversize. buy a little.

2 qcom. finally gained some steam recently. it was $124 merely a week ago. $135 now. This is a value, and a value tech.

1. TDG. This is a company making parts for aerospace and it has been terrible for last 8 months. finally see some signs of recovery. It’s safe to buy at $1200. gAined 4.5% today. probably the start of bursting the range bound.

I’m sharing my observations and thoughts. Not affiliated with any companies.

Not trying to impress any one. Have beaten market for 10 straight years. think i shall share. feel free to pass if you don’t like my content.

My past calls as below:

7 days ago April 10i called exactly the saas bottom.

https://www.reddit.com/r/stocks/comments/1shyly5/name_softwares_companies_are_likely_to_be_near/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

march 31st, i called exactly the oil peak

https://www.reddit.com/r/ValueInvesting/comments/1s9vzt3/time_to_get_out_of_oil_stocks_what_do_you_think/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button