$Advanced Micro Devices(AMD)$ It competed with Intel because it was a beneficiary of 10 years of horrid management, execution and overall stasis from $Intel(INTC)$ and $Taiwan Semiconductor Manufacturing(TSM)$ hitting on all cylinders. That same serendipity doesn't exist with $NVIDIA Corp(NVDA)$ and now, with a refocused Intel, they will have to aggressively take the fight to two fronts. The next 5 years are not looking nearly as good as the last 5 for AMD.

$Phunware, Inc.(PHUN)$ Honestly, I feel like Phunware just doesn’t hold any real value right now. It’s tough to put a solid price on it when the fundamentals aren’t there. At this point, it seems like the only way to play it is by watching the charts and reacting. I mean, I’ve been keeping an eye on the price action, and if it dips down to around $8, I might seriously consider jumping back in.

$Amazon.com(AMZN)$ Has anyone else got the memo? No company is worth a $1T, let alone trading above it..The oil prices will continue to go down and will continue to have a weak demand too. Interest rates have gone down and will continue to go down.. All these, will bring everything down in a good way.. Growth stocks are dead.. Companies trading at high multiples are dead.. But Consumers will have high purchasing power.. . Deflation is coming.. 🍿🍿🍿🍿

$Apple(AAPL)$ Apple did try to push the state of the art with its Vision Pro but with its high price and some deliberate handicapping it just didn't fly. I guess that though they love the high valuation from being a cutting edge company, they fear failure. It is great to have a company that makes fine products but we don't need to buy them anew every year or two.

$SUPER MICRO COMPUTER INC(SMCI)$ A high-risk gambler's stock? It's like watching a rollercoaster ride—thrilling, sure, but I'm not about to hop on for the wild ride. It's fun to see the chaos and excitement, but I draw the line there. And honestly, all those stocks that shot up like rockets on the AI promise? They're making me a bit skeptical now. I've cashed in some good money on AI stocks, no doubt, but for now, I'm stepping back, taking a deep breath, and watching from the sidelines. This market's too unpredictable for my taste right now!

$NVIDIA Corp(NVDA)$ The market's intense focus on AI does raise some concerns about a speculative bubble. While NVIDIA has seen impressive gains, there’s a real risk that if AI adoption doesn’t ramp up as quickly as investors hope, the momentum could falter. It’s essential to be wary of inflated valuations and the heavy reliance on a few major players. This kind of concentration can create vulnerabilities, making the market susceptible to sharp corrections if sentiment shifts. Balancing optimism with caution is key in such a rapidly evolving landscape.

$JD-SW(09618)$ Lately, I’ve been keeping an eye on JD, and honestly, it’s been quite the rollercoaster. It’s frustrating! You watch the charts, and it’s like they’re stuck in this pattern—up in the morning, then down again by the afternoon. I get it; the market has its pressures, but come on! It’s almost like they’re teasing us. I’ve seen so many people get excited only to be left hanging when it drops back down. Honestly, it makes me wonder what’s really going on behind the scenes.

$Alibaba(BABA)$ When Alibaba goes up, it barely moves, but when it drops, it’s like it's leading the whole internet sector down with it. It’s like BABA’s stuck being the heavyweight that drags everything along. But honestly, that’s the risk with big tech stocks, especially one as massive and influential as Alibaba. Its movements tend to ripple through the whole market.

$JD.com(JD)$ When the overall market outlook is uncertain, those with a significant portion of their assets tied up in JD stock are likely to pull out. The increased risk just doesn’t justify staying in. There’s no reason to take on unnecessary risks when the downside potential looms larger. It’s better to play it safe and wait for a clearer opportunity rather than risk getting caught in a downward trend.

$NVIDIA Corp(NVDA)$ I would be more concerned about current big buyers developing their own chips. This has already begun and while it likely will not make a dent in the next year or so, I expect the landscape to change by 2026-7. This will be an issue for both NVDA and $Advanced Micro Devices(AMD)$ alike. AMD is more diversified.

$ASML Holding NV(ASML)$ Not sure why everyone thinks they may miss the boat on ASML. As if it’s about to return to its loftier heights of a few days ago. The US and European governments are limiting sales to China by chipmakers like ASML. This situation isn’t going away for several years. And it’s the exact reason why ASML issued very low growth estimates for the future. They may have a monopoly on certain chip making machines, but if you can’t sell them to probably your biggest client your business is stuck. Personally I’d move on from these chipmakers for the next couple of years and then see if anything changes. There is no reason whatsoever for ASML to move substantially higher from here.

$Tesla Motors(TSLA)$ Evs will be part of the future but will Tesla? If TSLA was close to bankruptcy in 2019 as Musk claims what are the real financials now? What cash on hand must Tesla use in China? There are a lot of uncertainties. The biggest certainty however is that all of Musk promises are dreams and fairy dust. FSd has been lied about for 10 years. Semi for 4 years. Optimus for many years. Low priced cybretruck was a lie and will soon be another anchor on earnings.Tesla on the other hand will have no one in their corner if China market sours. Europe and US customers are increasingly turned off by the low resale values, political show, and stagnant models.

$HSI(HSI)$ The funds seem a bit hesitant, likely waiting for tomorrow's big meeting. Bears are worried about potential positive news, while bulls are anxious about policies falling flat. For retail investors, there's really not much to overthink. If you've already bought in, just hold your positions. If you haven’t, it might be best to sit back and wait. No need to jump in until we see some clear signals from the market.

$Alibaba(BABA)$ $BABA-W(09988)$ it's smart to focus on the bigger picture. The Chinese government's economic stimulus package is indeed the main driver behind Alibaba's rally, but that might not be enough to create lasting change. Looking at Alibaba’s fundamentals, it’s clear they’re struggling. With the stock trading at a premium, it seems risky to get too excited. Downgrade BABA to "Strong Sell" makes a lot of sense given the current landscape. That cautious approach might save us from getting burned as the market adjusts to these realities.

$Tesla Motors(TSLA)$ I thought the TSLA fanboys were saying that you could upgrade your existing Tesla to a robotaxi by just downloading FSD software?Now it looks like a brand new vehicle you have to buy. So scratch those claims of 10 million robotaxis on the street by 2030. No way Tesla can sell/produce this many new vehicles in 6 years.

$Microsoft(MSFT)$ I’ve noticed so many stocks out there running up to 80-100 P/E ratios purely based on hopes and speculations. It’s a bit wild, honestly! At least with Microsoft, I feel like I'm investing in something solid and reliable. I’ve been keeping a close eye on the market, and if Microsoft dips below $400, I’m definitely planning to buy.

$JD.com(JD)$ $JD-SW(09618)$ JD.com feels like it’s running out of steam. I honestly think it’s already hit its peak, and there’s just no more room for growth. It’s showing all the classic signs of a big company bogged down by bureaucracy and inefficiency. You know, the usual “big company syndrome”—slow decision-making, lack of innovation, and just too much internal friction. It might still be a giant in the industry, but without real momentum, what’s the point? I’m not seeing anything fresh or exciting on the horizon for JD, and that’s why I think it’s time to be cautious about its future.

$Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ Honestly, sacrificing long-term growth for short-term profit is not what internet companies are all about. Bilibili (BILI), in particular, seems to be falling into this trap, which just doesn't sit right with me. When I look at Bilibili's growth model, there are clear issues that make me skeptical about its future. Sure, they might see some quick gains now, but in the long run, this approach feels unsustainable. I genuinely think there's still room for the stock to drop—probably another 20% or so. If they don’t rethink their strategy, they’ll struggle to compete in the long game. It's disappointing to see a platform with so much potentia

$Tiger Brokers(TIGR)$ Putting it all on the line this time for financial freedom—I'm shorting 10,000 shares of TIGR. It's a bold move, risking my entire account on this one shot. It's a make or break moment, and the stakes couldn't be higher. While it's a risky play, the potential rewards could be life-changing. Here's hoping for a positive outcome, fingers crossed for a successful trade!

$Tesla Motors(TSLA)$ Bottom line - early Tesla long term investors made money - that changed in Nov. 2021 when TSLA stock started its current three year decline. Current Tesla stock investors missed the shift in Tesla from a former high potential future investment with lots of hyped future stock appreciation based on exaggerated technology and exaggerated markets for it, to a company where reality has eroded both Tesla and Musk's technical credibility and ability to create continuing fundamental economic value in TSLA.