$MicroStrategy(MSTR)$ MicroStrategy raising $42B to buy bitcoin. Well, that's why they aren't going to see a regular bank. Their credit rating is oscillating between CCC and B, that shit is deep in the junk category, which means they're too risky for most banks and that they're borrowing money at super high interest rates.Since they try and keep low coupon rates, they're banking on the high implied volatility of the stock by issuing close to the money convertibles.Here's a recent example :September 18, 2024 — MicroStrategy® Incorporated (Nasdaq: MSTR) (“MicroStrategy”) today announced the pricing of its offering of $875 million aggregate principal amount of 0.625% convertible senior notes due 2028 (the “notes”).The conver

$Meta Platforms, Inc.(META)$ Cant wait till earnings. Up up and away. The next few years will be impressive as well. Innovation and investment will pay dividends to patient long owners of this great company.

$Invesco QQQ(QQQ)$ I personally think QQQ is a silly product. People say it provides a "tech lean" but it really doesn't, it just provides a "Nasdaq lean" which I see no reason that you'd actually want that. If you want a tech lean, buy VGT $Vanguard Information Technology ETF(VGT)$ . If you want a growth lean, SCHG $Schwab U.S. Large-Cap Growth ETF(SCHG)$ is good as you suggested.I wouldn't go for either of those though. I'd personally recommend a value lean (SCHD $Schwab US Dividend Equity ETF(SCHD)$ sort of accidentally provides that) and a small cap lean. Something like VBR

$Coinbase Global, Inc.(COIN)$ Glad I sold Friday at 217.50. I Sold half position. Before the peak and buy back some on each drop. Will buy back max. half of the half. I’ll get back in once it starts going up again probably around 185-190. Could go lower, but I doubt it. Lets See how deep goes side by side with BTC before next leg up.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ INTEL $Intel(INTC)$ and TSML $Taiwan Semiconductor Manufacturing(TSM)$ are dragging this ETF down like mad.I really don’t think it will be a good holding for a while due to those and the extreme concentration and massive leverage. I want out but my cost basis is $47.Been selling long dated covered calls on it after a big green day or 2. It inevitably dumps the next day or two and I can make about $150-$250 per contract.Growing that cash pile to DCA after the election and i should be able to get out at break even or slightly above. It was never one I would have held more than a week befo

$Apple(AAPL)$ Insane that Apple stock is now at $236 with flat to declining growth. Worth $3.5 trillion, hard to grow much more and with stagnating top line growth its going to get harder and harder to justify this valuation. P/E of 35, don't see how they double earnings per share if the growth story is over.

$Alphabet(GOOG)$ I would argue that a breakup of Alphabet might be good for shareholders. As long as people keep using Google as their default search engine, the ads business will be fine - maybe they lose some efficiency by not holding every side of the auction. And then you might get businesses spun out that would earn higher margins and do great things for more clients.

$Versus Systems Inc.(VS)$ This movement can be part of a strategy to scare small investors or short-term traders. This sometimes happens when big investors (or those known as “whales”) push the price down temporarily to scare smaller investors into giving up their shares, and then those stocks are bought at lower prices before the price goes up again.

$Bright Minds Biosciences Inc(DRUG)$ Of course this is scheduled stock manipulation. Who is behind it? Who knows. If FEC would be what they say they are they can trace it by IP buying in big chunks. But they will not bother. This starts to be common and problem I have with it is simple. You can't trust small cap companies without volume.

$NVIDIA Corp(NVDA)$ Simple process of reasoning:Is AI real or hype? Real for sure. This year's Nobel prizes both in physics and chemistry are AI related.Who is the king of AI? NvidiaWhere to invest? It's obvious.

$SPDR S&P 500 ETF Trust(SPY)$ Where do they report the number of days of gains v losses? This used to be an SEC requirement but I can't seem to find this disclosure anywhere. It got a lot of attention when people realized that JPM only recorded trading losses on like only two days in a four year period - I don't remember the specifics, but clearly indicated that the market is 100% rigged by the fed's prime dealers

$SUPER MICRO COMPUTER INC(SMCI)$ The recent activity in Super Micro Computer (SMCI) shows a mix of signals for retail investors. On one hand, the “Three Inside Up” candlestick pattern suggests a potential bullish reversal, indicating that the stock may be poised for a rebound as selling pressure weakens. However, the options market tells a different story, with a significant volume of put options being traded. This suggests that while some investors may be bullish in the long term, they are hedging against short-term risks by using puts.The most likely explanation is that many long-term investors are using puts to protect their positions from short-term volatility. This is a common strategy to manage risk while maintainin

$Intel(INTC)$ Biden/Harris continues to withhold CHIPS Act benefits to Intel despite it being two years after the leading Senators that authored the bill said it was an urgent national security matter then. The best chance Intel has receiving the $20 billion in grants and loans is for Trump to win the election next month. Biden/Harris will not allow Trump to distribute that money and be seen as the hero of American semi manufacturing so they will spend the money before inauguration. And if for some reason Biden/Harris fails to distribute the grants Trump certainly will, while adding other measures to strengthen American manufacturing. Either way, Intel is better off with a Trump victory.

$Celsius Holdings, Inc.(CELH)$ Whenever a stock is at $100, the time to buy it is below $90. Whenever the same stock is at $31, the right time to buy it is in the mid $20s.The correct formula for fair valuation doesn’t use sales, earnings, book, or PEG. Fair valuation is actually (current price * 0.85 = attractive entry price). Ironically, in reality we usually buy stocks when they go up +20% rather than down -20%.Who knows if CELH will be a good stock going forward. Financially it looks like it will be a successful company: rapid historic growth, high margins, nice incremental margins, and market share gains both in units and dollars.The stock is essentially priced for low sustained growth (high 25-30x pe) for an ultra h

$Alphabet(GOOG)$ G is a data aggregator not a publisher some judge said.FTC prosecuted STZ for deceiving consumers few years ago , punishment was a joke really , few dollars to pay, and G aggreated misinformation and defamation and incidents from that on to divert away from STZ .Since 2002 , G runs smear campaigns for STZ and DOL SarbanesOxley coverups as they run on section 230 and Terror Act with gov and courts support. Must be different Gov branches surely corrupt than DOJ.

$Microsoft(MSFT)$ I've had a couple shares for years with a cost basis of $247, MSFT is a slow but consistent long term grower. Sure it'll dip with the market but overall, MSFT will go up for years to come unless there is an overarching economic issue.

$Advanced Micro Devices(AMD)$ I expect Nvidia $NVIDIA Corp(NVDA)$ to help push AMD up some. Nvidia is presenting the 3rd AI Summit 2024 October 7-9 in Washington DC. In the past 2 years both of the previous iterations led to a nice bump-up in Nvidia's stock price.In the week that followed 2022's event, NVDA shares were up as much as 10%. In 2023, they were up as much as 6.5%. So this year's conference will also lead to a nice jump in stock price. AMD will float up with the AI euphoria.

$Tesla Motors(TSLA)$ Tesla could be such a great company, but it's not going to get there with Elon running things. At least, not the current Elon on display.He's ignoring the fundamental car business for pie-in-the-sky future things like self driving, robotaxi, AI and humanoid robots. This is risky at best, negligent at worst. If the company is looking to increase outside of autos, why not talk up energy storage more? That's a field where they actually do have leading edge tech and a strong growth potential.Self driving - still seems they have a long way to go towards unsupervised FSD. And limiting their hardware to vision-only could be a critical blunder. And meanwhile, plenty of other automakers now have self driving o

$Sea Ltd(SE)$ The PE is admittedly high but Shopee alone is the biggest E-commerce platform by a long way in many highly populated and growing South East Asian countries. If they can maintain this and possibly expand further, this could be a sleeping giant. That's without considering the gaming and finance parts of the business.I think you'll need to wait sometime for larger returns, it may be a bumpy ride and there's plenty of competition but they're in a very good position and their valuation compared to the likes of Mercado Libre and Shopify seems pretty reasonable to me.

$Bilibili Inc.(BILI)$ Bilibili now has partnerships with Taobao, Tmall, JD, and Pinduoduo. Every big company wants to partner with them. These are deep partnerships. The growth is going to be insane over the next decade I think it will go over 200 a share within 5 years from what people there tell me about this company. it is going to be the go to platform.