$SUPER MICRO COMPUTER INC(SMCI)$ Their filing yesterday were the company stated that financials will not have to be restated and that they disagree with E&Y was their response.However, the company should be proactive here and disseminate more information to investors (with the advice of legal counsel). The greater clarity that SMCI can provide investors around the issues/concerns raised by E&Y the sooner the stock will stabilize. It is obvious that a lack of internal controls has allowed some unscrupulous behavior from management (in my opinion this relates to the related-party transactions) and the Board has exasperated the issue by not providing adequate oversight.Now is the time for the Board to act. As long as

$Meta Platforms, Inc.(META)$ Meta is now extremely position to open up 10/31/24 at a minimum of $616+, if the earnings beat and the forward guidance is above expectations. Which will set Meta in the trajectory to the most optimistic target share price of $811+. The bottom line is within the next few 43 remaining trading days of this year Zuckerberg could potentially reigns his wealth to surpass Elon Musk, making him the number one most richest person. This in itself will likely have implications for Jensen Huang and Elon Musk to step up their technological deployments which I view as services in AI, autonomy and robots for the next massive growth deployment to further increase their company's market caps.

$Invesco QQQ(QQQ)$ Bears’ excitement on Wednesday is now a distant memory. Once again their hopes and dreams have been crushed by this bull market. Looks like Wednesday never happened as this approaches $500. Next week Apple, Google, Microsoft and Amazon are likely to have positive results. Most if not all will mention capex in AI and Nvidia will fly. All to the benefit of this index…up, up and away…

$Coinbase Global, Inc.(COIN)$ MSTR $MicroStrategy(MSTR)$ hodls and adds to the stack. COIN trades, their BTC stack is ridiculously small for a company that has been in the space for so long. MARA and other miners do not hodl, they sell BTC. also, COIN is neck deep in various totally laughable shitcoins and that is what they peddle mostly. when alts crash, they crash harder. long term, all money flows into BTC, so alt plays by definition are very short term, and risky of course. Look at the YTD performance for your answer. Coin has greatly underperformed BTC, MSTR has greatly outperformed it. So if you are bullish on btc, buy mstr. I believe the sec is still suing coin also.

$JD.com(JD)$ JD is experiencing bank run, many male members canceling their memberships and withdrawing the money.Q4 which is the most important Q of the year will be bad.Careful.

$Alibaba(BABA)$ neither Amazon $Amazon.com(AMZN)$ nor BABA is a bubble. They're expanding into other areas of business, they're growing and they're eating away at the competition. Amazon is one of three major cloud providers in the world, BABA will follow in their footsteps.

$MicroStrategy(MSTR)$ To me, MSTR in last 24 hrs is doing what I expect and what it does majority of the time….its trend is in same direction as BTC. Bitcoin up over 1% since yesterday and MSTR is up over 2%. This is the sole reason I bought MSTR.

$Advanced Micro Devices(AMD)$ 1 year ago, AMD showed us slides where MI300 beats H100 by 30-40% on inferencing. Now we have some MLPerf benchmarks showing us that MI300 and H100 are on par in inferencing.You wonder why nobody is thrilled? Because AMD has shown numbers last year which couldn't be confirmed by other benchmarks. They basically showed false numbers or what I suspect, they didn't show full potential of the competitor. Now they show us again such slides vs. H200. If AMD's slides are correct than the MI325 is supposed to be 2.2x as fast as MI300?? The reasoning is that H200 is 40% faster in inferencing than MI300 in MLPerf. So if AMD claims MI325 being 30% faster than H200 then it's essentially 2.2x faster than M

$Bright Minds Biosciences Inc(DRUG)$ Guess what? And by the way. I’m being serious here…..when the company doesn’t understand why the stock skyrockets in trading and price it is clearly being manipulated. Unfortunately, the folks who bought this were manipulated. Do some due diligence before you jump on the bandwagon. Look at SMMT $Summit Therapeutics PLC(SMMT)$ or maybe ALZN $Alzamend Neuro, Inc(ALZN)$ (but I’m not too sure about ALZN I’m holding back at the moment on this one)

$NVIDIA Corp(NVDA)$ Don't get fooled by green... All these chip stocks are extremely OVERVALUED... Already priced in for exponential growth for decades.... i.e. if the markets treat these sense, this should be trading far lower today... It's all fake enthusiasm/manipulation by biggies.....I expect a big RED for chip stocks today.

$Amazon.com(AMZN)$ Amazon is a legacy company... It literally started online shopping and made it easy and now has the delivery vehicles in place. Nothing will replace Amazon... There is no Sears JCPenney's Macy's equivalent to Amazon.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The market doesn’t seem to be afraid of anything right now. Unless there’s an oil shock from Israeli strikes on oil facilities or the FED makes no more cuts I don’t see what can bring this sector or the market as a whole down.

$Alibaba(BABA)$ There’s no new stimulus specified to incentivize consumption, which has been a weak link in the economy, and no specifics on subsidies for households either. And while Lan said local governments have 2.3 trillion yuan of funds from special bonds that they can use by the end of this year, that is not fresh stimulus, as that comprises bonds that have been issued but not used yet, plus bonds that haven’t been issued but are within this year’s quota

$Celsius Holdings, Inc.(CELH)$ If I’m not wrong, CELH recognise revenue once it sold their supplies to Pepsi instead of when Pepsi sold their supplies. Because of this, Pepsi bought too much from CELH, making investor thinks that the demand for their drinks is really high and that growth rate was sustainable.But a few weeks ago, CELH admitted that Pepsi will not buy as much as last year since Pepsi have overestimated the demand for Celsius, analyst are now predicting a revenue growth of ~15% for the next 2 to 3 years, which I believe that there is still room for the stock price to fall.If it falls to somewhere between $30 and mid $20s, that’s when it’s really attractive to buy in.

$Taiwan Semiconductor Manufacturing(TSM)$ TSM is a blue chip you regards. It's never gonna moon but it will be a solid hold.everyone was buying every chip stock thinking it would be the next NVDA. Like it’s a fine addition to a portfolio, but it’s not a moonshot. It just doesn’t move like that. Never has.

$Microsoft(MSFT)$ It's always SAFE and PROFITABLE to invest in MSFT long term. I wish I had more cash to buy more at these prices. Regularly, I buy more to keep multi-years, I keep MSFT past retirement. buy buy and hold!!!!!!!

$NIO Inc.(NIO)$ All recent news for NIO has been very bullish, showcasing strong vehicle deliveries, new model launches, and continued expansion efforts in both battery swap technology and EV infrastructure. The current drop appears to be an overreaction in the market, driven largely by disappointment over the government’s stimulus package, which came in lower than anticipated. This news impacted multiple stocks.

$CMSC(06099)$ It's the first time I've seen Hong Kong stocks with a higher value than the A-share market, I doubt the liquidity can support it. In a few days, before the opening of the a-share market, I guess the price will be adjusted sharply.

$Apple(AAPL)$ Have Apple stock for almost 20 years. It’s been very good to me.No plans on sellingOwn most of the products and they all work well. Been thru 2 splits and who knows, maybe one more down the road😎

$Advanced Micro Devices(AMD)$ AMD should be a good one to keep. They have a far better technique to build their Chips than their direct adversary Intel and a good relationship with the current marketmaker NVDA $NVIDIA Corp(NVDA)$ . NVDA will shift their focus more and more towards data Centers and AI, freeing up portions of the markets AMD and Intel $Intel(INTC)$ are in and with no doubt in my mind, at this point AMDs products are favored over Intels and will give AMD the opportunity to take over the CPU market for example.