$Alphabet(GOOG)$ Google is on a strong upward trajectory! The latest earnings report has given the stock a solid boost, and it’s no wonder—many analysts are rating it highly, noting its impressive growth potential across multiple sectors. From AI to cloud computing and advertising, Google continues to expand its reach and drive revenue in big ways. I'm excited to see how they capitalize on these growth areas moving forward. Looking forward to more news and updates that confirm Google’s place as a top performer in tech. This could be just the beginning of another great run!

$Coinbase Global, Inc.(COIN)$ Bitcoin's new peak is a clear sign of the growing interest in digital currencies! With more institutional investors coming into the space, the future for BTC and the broader crypto market looks very promising. That said, it’s essential to keep an eye on the regulatory landscape—any new guidelines could impact the market significantly. But for now, it’s exciting to see the continued momentum and mainstream adoption. Here’s to more gains ahead!

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has faced challenges including a decrease in gross margins and negative free cash flow. Management attributes the margin squeeze to the introduction of liquid cooling systems, which are more expensive to produce but offer long-term benefits to clients.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ This is said to be the cause of SOXL minus 15.56%.It's amazing that just one company's accounting mistake caused the stock market to plummet, wiping out over 62.6 trillion yen.If TSMC, which will announce its financial results on the 17th, makes a mistake, it could be a major problem.There was also an opinion that "ASML's difficulties may be specific to the company."

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ The end of another trading week, and October is treating me well. TSLL and NVDL are still my best performers. Right before close, I sold more TSLL Nov15 $7 puts, locking in $542 in premium expiring next Friday. Feeling pretty confident with how things are playing out so far.

$SUPER MICRO COMPUTER INC(SMCI)$ Again, no matter many "short" conspiracies are floated or even more stupid "manipulation" claims nonsense - this is going nowhere until their accounting-related issues are cleared up. I don't think that there is any question at this point in time that they have to rectify some fast and loose practices. The question is how bad is it and how will it impair their future business. I'm hoping that all they have to do is plead guilty to some minor infractions, say I'm sorry and move on. Until something like that happens we are looking at a range bound stock price.

$Tesla Motors(TSLA)$ The stock’s recent rally is probably more attributable to Tesla being just about the only car company that is growing, while Stellantis (Jeep, Dodge, Ram, etc.), GM Ford Motor Volkswagen and most other carmakers are seeing sales decline.But Tesla’s valuation is not really about the car business. If Tesla were simply a car company, the stock would likely trade at less than half its current market valuation of $769 billion. But the market and Tesla bulls both recognize there are potential trillion-dollar kickers in coming years for Tesla that no other car company has. Most of those opportunities are based on AI-related revenues, including the Cybercab (I’ll refer to the robotaxi using this Tesla-branded

$Palantir Technologies Inc.(PLTR)$ some more Shorts are panicing, Insider selling? So what? Thats happened every day. No matter SPShorts are desperate and crying Like Babys. Cocaine is Running out. Hail to Alex!!!Shorts are in incredible pain.Elevator to hell is going down, and Shorts are missing the last warning.

$Trump Media & Technology(DJT)$ I’m starting to think that a two or three-for-one stock split might be on the horizon once the stock price hangs around $100. Just imagine how mad that would make all the never-Trumpers! If the Deal Maker, DJT, manages to get everything in order, this could turn out to be an incredible stock to hold for the long term.A split at that price point could really attract attention and bring in new investors, creating a buzz that could propel the stock even higher. It’s interesting to consider how much market sentiment could shift if DJT plays his cards right. The combination of a strong performance and a stock split could create a perfect storm for growth.For those willing to ride the wave, ho

$Taiwan Semiconductor Manufacturing(TSM)$ I remain bullish on TSMC as well, just as I have since 2017. Anyone selling TSMC due to Intel receiving a $5 billion investment from Apollo is, in my opinion, misinformed about the semiconductor industry. TSMC's technological leadership and production capacity have positioned it as a critical player in the global semiconductor supply chain. While Intel's investment might seem significant, it doesn't change the fundamental advantages that TSMC holds in terms of cutting-edge process technology and partnerships with major customers like Apple, NVIDIA, and AMD. TSMC's ability to deliver high-performance chips at scale is unmatched, and its continued investment in research and developme

$Tesla Motors(TSLA)$ Delivery numbers to some estimates beat by a touch to tower estimates missed by a touch Considering the environment that EV’s were in this is much better than feared and their power generation numbers are a big beat but nobody is talking about it It’s sell the news, but.,.l they have more catalysts ahead. My gut says it recovers but finishes flat to down slightly which would be a great win for Tesla

$Micron Technology(MU)$ My opinion on MU at current price level ($103). The stock blasted through earnings expectations, proving resilient fundamentals that will support high growth rates going forward. Moreover, the overall market is in a stable bullish trend going out of September (a month historically associated with weak market returns). Under my estimates, the stock has an upside to about $135-140 right now within the short-to-medium term, depending on overall bullish sentiment. This represents an upside of 34%-36%. On the other hand, we have this whole worry about the port strike, which could easily translate into a 5-8% additional downside from current price levels. Depending on your investment horizon and portfolio

$PDD Holdings Inc(PDD)$ David Tepper is worth $21 billions so we should listen tu what he saysHe just said he is buying ‘EVERYTHING’ China relatedMoney is shifting very quickly My horse is PDD Hope it doesn’t sparkle inflation though and ruin our cost of goods and living

$Intel(INTC)$ Unfortunately in my opinion INTC is dead money. They have failed to remain relevant and have lacked the R&D to continue their reign in the industry. Too much red tape and no more charm. Management is still incompetent and the new guy is taking on risky projects when management is alarming the warning bells. Stay away. Your money will do much more work for you elsewhere. It's a sad story of a once great American company.

$Micron Technology(MU)$ the popular idea especially in the tech sector is that the leading company has huge power and the others pick up the pieces. And Micron is the one trying to do some/most of their fab in the US so they remain at a cost disadvantage. It's not an iron law or anything, but it seems to fit in many situations and this situation. Samsung and Hynix are strong companies, there's no doubt about that, either, and it's kudos to Micron for staying in the game with them. Micron has been trying to find differentiators for their products for years, but things have stayed pretty even all around. We hear more about Micron's R&D than the others, it seems, but I haven't seen it result in any area where they run away

$Tesla Motors(TSLA)$ 2023 sales figures for Tesla... 1,808,581 cars sold. Baird says 2024 will be 1.8 million.So for 2024 they will have no growth. And the Baird analyst see's no growth as a good thing, because the smoke and mirror show in October will divert peoples attention to the next shiny thing that doesn't exit.The stock is trading at a P/E of 72, which 'implies' 72% growth...Roboturd wont contribute anything to earnings for years and sorry TesTards, the energy segment isn't growing that fast to offset the loss of car sales. Maybe they'll make it up on charging revenue...A $25,000 Tesla won't do it either because the margins aren't there on low priced models.FSD won't be level 5 for the foreseeable future so where

$Visa(V)$ I sold our own position in V because, with a p/e of 29x and a dividend yield under 1%, it doesn't meet my threshold criteria in this particular macroeconomic and geopolitical environment in which I am pruning our portfolio and harvesting gains rather than planting new seeds.

$GameStop(GME)$ They have had a long time to come up with a viable business model and haven't. I see no reason they are more likely to come up with one now. Do you know how many venture capital firms are out there with billions of dollars looking for a viable business model too? Gamestop does not have great forward thinking management and so it is more likely that they waste the $4 billion than do something productive with it. At any rate, why would anyone want to buy stock in a firm that you have no idea what business they are in, if any?

$Micron Technology(MU)$ Theory of Reflexivity states that investors form their decisions based on their perceptions rather than reality and often engage in negative or positive feedback loops. It is the difference between expectations and reality on whether you do well, not what you think you know.Earnings are a box of chocolates, you never know what you’re going to get.Long MU.

$NIO Inc.(NIO)$ The stock market must have found some magical tonic water because NIO stock is up almost 10%! Normally, NIO is like that one friend who always shows up a little late and a bit red-faced compared to the US market, usually down 1-2%. But , it’s as if they drank a supercharged energy drink and decided to show off their best dance moves. You can’t help but wonder what kind of tonic water they used – maybe it was mixed with a dash of optimism and a sprinkle of good vibes!