$Bit Digital, Inc.(BTBT)$ 's bitcoin mining play worked out! Riding hashrate growth and BTC exposure. Holding for now~ Contra688 offer was clutch - those Boost vouchers lowered my cost basis perfectly. Free credits really hit different!
$CoreWeave, Inc.(CRWV)$ is building out its ecosystem the right way. Solid bounce today! With strong support at $126, we're eyeing the $150 target. The trend is turning up - hold tight for the next leg higher!
$Palantir Technologies Inc.(PLTR)$ 's chart looks stronger after the pullback! Govt revenue surged 53% in Q2, commercial up 47%. AIP driving growth with $1B Army deal. Trillion-dollar cap inevitable, added a bit.
$J&T EXPRESS-W(01519)$ achieves a 2,557.21 HKD gain! Growing from 6,620 to 6,780, this cross-border logistics leader demonstrates its network value. Investing in next-gen delivery infrastructure captures e-commerce globalization trends while participating in supply chain revolutions - validating that 'logistics is e-commerce's lifeline' remains an industry axiom.
$TENCENT(00700)$ I prefer Tencent to take a steady approach this year, keeping the price around 500 HKD. It’d be great if the stock dips near 400 during buybacks,that way, the buyback funds can stretch further and cancel more shares. Then gradually push toward 600+ next year. A slow and steady climb feels more reassuring; a sudden jump would just make me nervous.
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ Been holding $Tesla Motors(TSLA)$ since early 2019, finally seeing the light at the end of the tunnel! Been heavy on both the stock and TSLL, and today feels like a win. Gotta say, TSLA moves great, but it really eats up options… TSLL actually feels like the safer bet now.
$MINISO Group Holding Limited(MNSO)$ is on fire! Their X15Pro earbuds crushed it on TikTok, racking up 8 million bucks in sales like it’s nothing. I jumped in early, saw the smart global strategy and tariff dodge coming,and man, it paid off big time! This stock’s got legs, I’m riding this one all the way up!
$GDS-SW(09698)$ is on fire! +17.3% gain in the US market! Goldman Sachs remains bullish, believing the company is well-positioned to capture AI inference demand and has assigned a “Buy” rating. With upcoming AI regulations in the US, GDS’s long-term growth potential is looking even stronger. The demand for data centers is only rising, and with AI booming, the upside is still massive!
$PDD Holdings Inc(PDD)$ plays a unique role in the market and has truly created immense social value. It’s the only Chinese stock I’m bullish on. Go PDD in 2025!
$Coinbase Global, Inc.(COIN)$Many are speculating that revenue might fall short due to lower transaction volumes impacting fee income. While that could be a valid concern, let’s not forget that MMs have a knack for keeping things volatile and unpredictable. They’ll manipulate the price action if given the chance, especially around earnings or news. I’m still holding steady—long and strong—so I’m not worried about short-term swings.I’m in it for the bigger picture, and temporary setbacks don’t shake my outlook. Wishing good luck to all the longs here—stay strong, and let’s ride this out!
$Intel(INTC)$ $30 is a given. Just a question of when not if. Regardless, that's an easy 25-35% gains from this level. If Pat has positive things to say about IFS and 2025 outlook, could reach these levels as early as Friday morning. Downside is very limited as INTC trading below book. Unless you actually are foolish enough to believe Intel will go bankrupt.
$Grab Holdings(GRAB)$GRAB breaking out. Thesis is pretty simple: it’s not just Singapore’s Uber. Look at the expansion into the Philippines. Look at projects like GxBank. Check the hiring pages. This can section off a good chunk of SE Asia as a super-app
$Trump Media & Technology(DJT)$based on revenues, losses, negative growth, DJT is w worthless. TDS is not part of the equation. Because of the cash raised, DJT will not go bankrupt for 1-3 years, depending on the cash burn rate.Corruption: given its declining revenue, I see no way for DJT to make a profit going forward. Either someone has to funnel money to the company or support the stock to keep the stock from collapsing over the next 18 months. In the short run the stock price will be ruled by speculation based on the election.
$Broadcom(AVGO)$I prefer to think of AVGO as a beautifully diversified melody of semiconductors, software and the cloud.I own AVGO and have enjoyed trading aggressively and frequently around our core position in AVGO because it is so volatile. Throughout the year, I have been able to aggressively trade AVGO profitably. Quite recently I added to our position at $143 and then added more at $138. Then subsequently trimmed our position above $181. It's still one of our largest holdings, and I still plan to trim more above $190 and to buy shares back if it dips below $160 again.I hold a very high level of conviction that AVGO should be owned AND also traded!
$Amazon.com(AMZN)$What would happen in Jeff Bezos would sell all of his shares of Amazon for any price available (market order)?All of the current open positions would close and the stock would quickly drop significantly. But would it reach 0 $, or it would stop before? Then anybody who would like to buy at any price would instantly get their order filled. So by my logic the stock price would go to 0 $. Obviously this would be a bad idea from Jeff Bezos, but theoretically what would happen?
$Trump Media & Technology(DJT)$I guess I am too much of a purest. I look for vol in the high profile names. I also believe that a meme stock moves in absence of "any real news" trades on animal spirits. I trade commodities and gold and oil trade on animal spirits. Because DJT has been a proverbial loser of a stock I have avoided the gut wrenching vol of the popular meme names. For a moment I thought that DJT might pop 5 or 10 points but there was no follow through. The truth is that most people can't admit they're wrong and are emotionally incapable of trading. Every time you make a trade you must be like a slugger at the plate. You forget about the last at bat, if you struck out, flied out or got hit by a pitch.
$Coinbase Global, Inc.(COIN)$The question is - isn't it too predictable?All the big miners are dismantled even those that are weak on Wall Street. Also COIN in technical negative momentum. There are more signs neither here nor there for the long-awaited breakout of Bitcoin because we are still in a period of too much uncertainty.Maybe I'm complicating it too much with the macro when it's purely technical.
$Direxion Daily FTSE China Bull 3X Shares(YINN)$for anybody looking at HSI, i agree this is a crazy rip up. But if you're short, do you really think it's gonna print 14000 before going to 33000? its around 23000 right now. Aka, if you're short right now, do you even have a stop/max pain?