$Broadcom(AVGO)$ Holding pays off! As the core partner for Google's TPUs, AVGO dominates AI infrastructure from design to connectivity. With 100%+ gains in previous years, this year's 70% run is just warming up. Kicking myself for missing the contra688 boost though! Still bullish.
$MP Materials Corp.(MP)$ As the US and Europe push for supply chain independence, rare earths are in the spotlight! MP, as the North American leader with a full supply chain, is well-positioned. Cost optimization is set to boost profit margins – its premium valuation story is just unfolding.
$Health Care Select Sector SPDR Fund(XLV)$ Got lucky with XLV this round—healthcare’s steady performance and strong defensive edge paid off. A modest profit feels great! Hope everyone rides the trend and locks in steady gains too!
$XPeng Inc.(XPEV)$ posted a steady $445 gain in one day, signaling a rebound in the EV sector. The position climbed from $17.81 to $18.44, marking a 3.5% daily increase and $445.98 in profits. This trade reflects positive market expectations for a recovery in deliveries among new energy vehicle makers.
$NIO Inc.(NIO)$ After $Li Auto(LI)$ announced the 60-day payment policy to support industry partners, word is NIO is internally aligning to follow suit. Official announcement likely coming this afternoon. Great to see the EV industry pushing for healthier development!
$Alphabet(GOOGL)$ just dropped a bombshell! DeepMind launched a new AI agent called AlphaEvolve that can design advanced algorithms. And get this,it tackled a 300-year-old math problem Newton himself debated: the kissing number problem. AlphaEvolve found a structure with 593 spheres touching a central one in 11-dimensional space, setting a new lower bound. Insane. This isn’t just code,it’s pushing the limits of math itself. GOOGL flexing real AI muscles here. If this isn't long-term value, what is?
$ProShares Short QQQ(PSQ)$ Super impressed with the returns! Didn’t even touch my principal and the profits just rolled in. The Cash Boost Account is seriously worth trying, making money doesn’t always have to be hard!
$Hawaiian(HE)$ Driven by the clean energy transition and increasing focus on grid resilience, the utility sector is undergoing a major transformation. Hawaiian Electric is proactively enhancing its wildfire mitigation strategies, implementing public safety power shutoff programs and advanced grid hardening initiatives, aligning well with the industry’s push for greater safety and reliability. With a steady and strategic management approach, the company appears to be on the right track. Looking solid—definitely one to watch!
$MicroStrategy(MSTR)$ If you're bullish on the Bitcoin market, MSTR could be a good entry point before it takes off. However, be aware that its stock is highly volatile, amplifying both gains and losses, making it suitable for those who can handle significant risks. For more cautious investors, it's worth being cautious. With Bitcoin's short-term volatility, if you're ready for the wild swings, entering in batches might be an option. As for me, I prefer sticking to something like CBA—small, steady gains—since I can’t handle the steep drops.
$Advanced Micro Devices(AMD)$So many flacks here trying to drive the stock down. Always happens before it goes up, shaking out weak hands has a lot of profit to be taken afterwards. Wonder how much they get paid to do this, because obviously they can't trade..
$MicroStrategy(MSTR)$MSTR is not BTC. It is a stock based on a company that owns a lot of BTC. Over time it should move in the same direction as BTC. But there are a myriad of reasons why on any given day they may not move together. Without explaining all of them, it moved in very disproportional fashion relative to BTC on Friday. Therefore we got a correction. Moral of the story, stop trying to day trade unless you have deep pockets, are betting chump change or enjoy the volatility. Go long on a once in a generation stock.
$Apple(AAPL)$Doubting the iPhone 16's readiness for AI is not just a critique of the latest device; it’s a challenge to Apple's entire culture of excellence and innovation. Apple has a long history of pushing boundaries, and its focus on integrating AI into its products is expected to be no different. The notion that a single product could undermine the entire ecosystem and reputation of a company like Apple overlooks the vast array of services and software that Apple continues to enhance.a downgrade based on the iPhone 16's readiness for AI is an oversimplification of Apple's strategic vision and an underestimation of its capacity for continuous innovation. The combination of a strong service revenue stream and a commit
$JD.com(JD)$Still holding JD here. I hope most of you took some wins along the way, but didn’t dump your entire position. We're still up over 60% with JD, and our strategies have us holding our position for now. There's plenty of potential ahead, and selling out completely would be premature in my opinion. Let's stay patient and see how things unfold.
$Intel(INTC)$I was lucky enough to sell my 942 shares oct 9 at $32.2358 for a small gain of $144 after being in the red the day before a $772. then watched it fall back down to $23.32...go figure, but I will be looking for another entry point.
$X-trackers Harvest CSI 300 China A-Shares Fund(ASHR)$I was bullish, and the return of consumer confidence is much faster than I imaginedWeChat Pay volumes +20% for golden week is massive considering retails sales growth were nearer zero pre-stimulus ,bull
$Alphabet(GOOG)$GOOG had some pretty intriguing action. The stock took a nice jump, and it looks like the big players are making some calculated moves in the options market. This kind of trading can often hint at something more significant on the horizon. What’s everyone thinking? Are we on the verge of a notable shift for GOOG, or is this just a typical day in the market?
$Amazon.com(AMZN)$Amazon ( AMZN ) has not seen a sharp drop in subscribers since it introduced ads to its Prime Video platform eight months agoIt had deliberately started with very light ad-load. Amazon plan to ramp up the ad-load in 2025, per Kelly Day, vice president of Prime Video International.Also, Amazon will introduce interactive and shoppable ad formats enabling viewers to add an item to their cart without leaving movie. In Q2 2024, revenue from Ads was $12.8B i.e ~$50B run rate business which will grow further once the above mentioned improvements are done.Exciting times ahead !!
$Palantir Technologies Inc.(PLTR)$based on Peter Thiel's history, holding on to a stock he sells out of early could be very lucrative. Back in August of 2004 he was the first outside investor in Facbook. He invested $500,000 for a 10.2% stake that valued the company at $4.9 billion. He sold most of that investment in 2012 when Facebook went public and received slightly more than $1 billion for his shares. If he held onto that original investment it would be worth multiple of billions more, maybe PLTR will do the same. He left an enormous fortune on the table but its not easy to feel sorry for him, he's still worth around $10 billion.