$MicroStrategy(MSTR)$ I’m not a CEO of a multibillion $ corporation, but shouldn’t he haven boughten Bitcoin when it was low rather than waiting until it’s back at ATH?

$Trump Media & Technology(DJT)$ The stock market is a VOTING MACHINE, and DJT stock was always lined by the Woke Democrats' to Trump's re-election, no the Voting Machine says "a Trump land slide", and the democrats are doing a double face, and pretending they didn't say that.... they always hide from the truth and create fake scenarios. it Appears also, DJT heading for $200 in month or so... I hope nobody is short....

$PDD Holdings Inc(PDD)$ let me ask you: If the consumer gets the best price, the platform makes enough money, and logistics earn their share, then tell me, who is losing money? Is this just another Ponzi scheme?the seller can't earn anything! Will they keep selling on this platform? How long will the platform last, even their management said they need to try and find a way?I don't see much news about JD sellers protesting at their headquarters, while PDD faces protests almost every quarter. These protests probably don't get widespread attention due to internet censorship. If PDD were a U.S. company, it would likely have been sued hundreds of times and possibly gone bankrupt several times by now.

$Enphase Energy(ENPH)$ I’m a solar installer. Enphase has had a solid product but the race has been run. The string inverter with multiple inputs has it beat. It will be slow death by a thousand cuts but ultimately there is no ignoring the millions of Enphase micro inverters with 25 yr warranties out there cooking away under the panels. The liability will prove unbearable. These two issues; String dominance and warranty liabilities make this a sad story for a great company. I hold no stock positions.

$Apple(AAPL)$ Great idea for Apple!Ready , instead of Apple car, how about an Apple house??You can walk into SiriI checked into giving ideas to Apple, but they don’t take ideas!I’ve been thinking about this for years !!I’ve been long term holder of apple 🍏 Apple to 600

$Apple(AAPL)$ I was up 350% on AAPL since I bought but I recently sold some of my holdings. Few reasons:wanted to diversify & already have exposure through an index fund.Apple’s recent releases were IMO a bit “lacklustre”.Regulators are gradually chipping away at the App Store “moat”.Apple is known to plan years in advance to “perfect” product releases before shipping them - everything is so uncertain at the moment with regards to the next frontier of technology that I’m not sure shipping in this way puts you in the best position to win.It’s AI proposition feels more “copycat” than leading player. Jury is still out on AI’s true value & at what point it becomes transformative but Apple feels slightly behind other t

$Alphabet(GOOG)$ Google has a lot of potential. Of course there are risks - the exist anywhere - of AI disruption and such, but I believe they have a great core product and a great management team and a fantastic brand.I’d actually love to see Alphabet spin out a few companies now or in the future. YouTube tops the rankings for minutes of content watched by consumers daily in a lot of markets, it has subscribers and ad revenue that is almost the same size as Netflix, but is stuck inside a 23x PE company while the market values Netflix at 38x. Waymo is running tens of thousands of driverless taxi rides per month, while Elon Musk is trying to hype the idea of driverless taxis inside his 56x PE company. I’m not sure either N

$Versus Systems Inc.(VS)$ I’d lean towards a bearish view The company's fundamentals aren't strong right now. Their revenue is expected to drop by almost 60% this year, and their earnings are still in the negative. This shows that they’re struggling to grow or turn a profit with the company’s poor financials.

$Amazon.com(AMZN)$ Does AMZN Seriously do 600B$/year in revenue? What a monsterHeadwind I see is stall in retail; as a user their platform isnt NEARLY as helpful as it was 5 years ago. I start shopping on aliexpress, same products 10% of the price. For bigger items I shop in person. Not sure what the appeal of amazon even is anymore, because most people do not need next day delivery. on aliexpress choice, delivery is free if the total order is over 8£, and you can toggle for items with choice, and also 7 day delivery.

$SUPER MICRO COMPUTER INC(SMCI)$ Please tell all your friend about 100+ mil shares shorted for Smci. The shorts are about 1/3 of the float. The short squeeze will be massive. Some stupid shorts, they sold it at $40 , it means they have already %20 loss if they buy now at $48. If they wait a few days, they need to buy back at $50+. Means their loss going up n up as the stock goes up. So shorties , buy back now and even more and help us to squeeze the rest of you guys n this way you can recover some of your losses.

$SPDR S&P 500 ETF Trust(SPY)$ I think we are seeing another bull run in the semiconductors. That itself will propel spy another 15-20% by Jan. It’s safe to stay long. When all these nasty shorts are flushed out from this board then that will be a good time to take some profit. Many investors are sitting on the sidelines. They are waiting for the elections to be over. Doesn’t matter who wins the election, this market will keep moving up.

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI will prove everyone worng.AAPL $Apple(AAPL)$ GOOG $Alphabet(GOOG)$ NVDA $NVIDIA Corp(NVDA)$ AMZN $Amazon.com(AMZN)$ and more were investigated by DOJ few yrs ago and they're fine and successful.No matter how short sellers, industrial jealousy and negative coverage purposely designed to bring the stock down, smart investors know better.SMCI has a bright future in the AI space and it's a great time to add more.

$Intel(INTC)$ Except over the past decade Intel has spent about $15B/year on R&D. This far outpaces their competition and is more than NVDA $NVIDIA Corp(NVDA)$ and TSMC $Taiwan Semiconductor Manufacturing(TSM)$ combined. They have made some very bad decisions which has delayed moving that R&D into the marketplace, but they are quickly getting things back on track and starting to ship products and new silicon processes on time. The current product stack is excellent and the prognosis for products over the next year or two is very good.

$Taiwan Semiconductor Manufacturing(TSM)$ I really like TSMC as a company but they have had their share of challenges building fabs offshore of Taiwan. it is an existential threat that they have put a lot of priority in addressing but the problem is no one knows how much time they have and building a fab is possibly the most difficult and expensive thing any business could do.

$Alphabet(GOOG)$ the last time this stock had a dip was during Covid. Every Govt has been trying to break up Google for years. they have too much money and too much more of everything than their competition.the run up to 195 was way too fast and anyone that bought at those levels needs to show patience because it will get backLong Live Google

$Taiwan Semiconductor Manufacturing(TSM)$ Tsm looks fairly valued to me at the moment with a peg ratio of 1 and over 20% earnings growth each year over the past five years and they’re a industry leader with over 50% market share in a booming industry. They’re well financed with a good balance sheet and aren’t afraid to use capital to drive innovation and are typically successful. Not to mention the backing of the us government. Is there something I’m missing?

$PDD Holdings Inc(PDD)$ You might wonder why i am annoyed with this company. I received useless products and could not return them. The guy other end for one product started negotiating to refund half. That is when i had to initiate short related positions.

$Tesla Motors(TSLA)$ The street is realizing that he nearly hit targets, yet “this ain’t even a car company” as Musk calls it. This is an innovation company and that is what it’s always been. Yes they operate outside of fundamentals, much like many stocks do, but they are one of those visionary companies. The companies that change people’s lives and experience. The EV was a major move. While others are jumping on that wagon, Musk is talking about space, robots, and who knows what else. 12 years ago when your buddies told you to buy Tesla cuz of EV’s, some of you sneezed at it.. before it went to $2000 and now car companies are going all in on EV on their fleet…10 years later. During this time, Musk has been planning on th

$SUPER MICRO COMPUTER INC(SMCI)$ So the magical stock split did nothing (shocker).Can't file their papers and creditors are demanding that the company pre pay term loans.Why can't this company file it's finaniclas? What have the auditors found?The company's first quarter is over. According to their guid this chould have been $6.5B-$7.5B quarter.Can't wait to see how they did!10Q deadline for Large Accelerated Filer is 11/12/2024 -> If there is no 10K by then then this filing will be delayed as well.If they can't file the 10Q how will you know how they are tracking against very aggressible 2025 revenue goals?

$Bilibili Inc.(BILI)$ I used to watch bili, but now I feel that it doesn't work, the first screen pushes a lot of not want to see, and ads are obviously more, the whole screen feels very messy. Might as well change into douyin like, have to watch long video needs to add a TAB, manual switching. slightly still a little disappointed.