TSP Weekly Tech Stock Update—Oct 11, 2025

Nasdaq plunges on renewed tariff fears + a round-up of the latest developments across the Tech-Stock Prospector portfolios.

Hello from Rob…

—After running up nearly 64% from the August 28 low of $117.60 to October 2 high of $192.67, Alibaba (BABA, $159.01) shares this week took a break, falling 15.4%, including an 8.4% drop on Friday. While Bernstein thinks a breather was due, the firm remains bullish on Alibaba, raising its price target to $200 from $167, calling out strong AI momentum and potential continued Alicloud acceleration.

—Monolithic Power Systems (MPWR, $904.44) shares on Friday hit a new all-time high of $990.25 early in the session before reversing and closing in the red. The stock is up 52% YTD. Read more about Monolithic Power here.

*Inside This Issue: Confluent Shares Jump On Buyout Speculation

—Paid subscribers will receive the November 2025 PDF of Tech-Stock Prospector (TSP #285) via email on Tuesday, November 11.

—Paid subscribers have access to the TSP Market Overview and TSP Portfolio Updates sections inside this issue.