$Sea Ltd(SE)$ Loving the price action lately. Analyst upgrades coming after the fact, as always, but it's still a solid buy at this price. I bought 8 times around $35 so I'm not buying more ATM. I see this reaching at least $90 this year.

$Palantir Technologies Inc.(PLTR)$ Early, you nailed it, and I believe that those of us who’ve “hung in there” and hang on, will in effect, prosper to the chagrin of “smart money”. This company is not a ruse, a pretender in the software world. Compromised analysts can’t stop smart retail money. Ives called it —- we got here first.Gotham started it. Foundry set the commercial stage…..and so it goes on and on. Personally, I’m in for a crate load because Palantir is delivering on its promise. 8 days and counting…..

$ARM Holdings Ltd(ARM)$ Microsoft (MSFT) $Microsoft(MSFT)$ intends to triple the amount of GPUs it has this year, having set an internal target of 1.8M GPUs by December 2024, Business Insider’s Ashley Stewart reports, citing a document. The company is aiming to make generative AI faster, better, and cheaper, but the effort requires the company to buy the chips, primarily from designer $NVIDIA Corp(NVDA)$ Nvidia (NVDA), the author notes Means ARM’s CPUs in these chips!

$Palantir Technologies Inc.(PLTR)$ I will be blunt: all industries today, not just here at home but globally, are developing their own AI software, which will probably cost them 10 times, if not more, and still be inferior to what Palantir Solutions can offer. Why? I begin to ask myself why. Perhaps greed and protectionism of their own, as Palantir already stated, clients will keep their data natively on their own premise. Fine! $NVIDIA Corp(NVDA)$ NVDA and $SUPER MICRO COMPUTER INC(SMCI)$ SMCI will continue to get richer, while Palantir clients will become the future competitors of $Meta Platforms

$Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ In the grand scheme of things, we're currently just at the beginning of the third upward wave on a weekly chart level. If we compare it to the first wave's increase without considering theoretically surpassing it, after a long period of consolidation and market correction in the second wave, reaching 500 in the third wave would just be passing grade.

$PDD Holdings Inc(PDD)$ The thoughts in your head are puzzling. Maybe investigate temu and see how this companyis spreading around the world offering dollar store prices and free shipping on orders over $15.They are now using UPS for deliveries and adding new customers' big time.... Faster than NFLX $Netflix(NFLX)$

$MicroStrategy(MSTR)$ Bears repeating (unless you're bearish);Our underlying asset, Bitcoin.Anyone who bought at beginning of ANY cycle made a fortune.Look at increases in a percentage basis.5 bagger?10 Bagger?And remember-There were NO ETF's in prior cycles !!!!!!Cycle 1-2012 Nov 28 $12.50Cycle 2-2016 Jul 9 $638.51Cycle 3-2020 May 11 $8,475.00Cycle 4-2024 Apr 19 $64,700We are just now entering the beginning of a new cycle.How this will affect MSTR if Bitcoin once again, turns a 5 bagger, 10 bagger?Not in one day.Patience my friends.

$Advanced Micro Devices(AMD)$ Fellow longs, I always said that anything above the 11/21 ath of $165 was a bonus because it was built on expectations. The stock underwent panic selling and we are in way oversold territorry, but starting with next er the sp will recover. We need 2 or 3 earning reports to show that AMD will gain market share in the AI space. I'm confident that Lisa will deliver, she made all the necessary moves to play a leading role in the AI revolution in the years to come. Next er on 4/30 will show the start of a positive trend, and the stock will gradually rise. I expect AMD to have an "NVDA moment" in 3Q24/4Q24 sending the sp to $250 eoy. The best is yet to come!

$Taiwan Semiconductor Manufacturing(TSM)$ TSM makes the chips that are used in every cell phone, every automobile, every laptop computer, every point of sale cash register, and most importantly, every weapon system in our inventory. Every missile, every bomb, every vehicle, every targeting system, every guidance system, every satellite, you name it, something from TSM is likely in there. So every time Ukraine fires a weapon at Russia, somebody has to make a replacement to keep our inventory stocked and to do that, we need a supply chain that can reliably produce those chips without trojan exploits, sabotage, or other attacks.This is a large part of the reason the USA promises to protect Taiwan, and a driving reason behind

$Marathon Digital Holdings Inc(MARA)$ This is going back to $12, regardless in the next month , Bitcoin breaking 60K , it’ll test 50K and then from there we’ll see how the market is + politics/war, important year for Bitcoin and wether it continues green or has a bear market sooner than expected

$MicroStrategy(MSTR)$ They just keep doubling down and digging deeper into the hole. Short interest now up to 3.4M shares. No way they get out without a massive pump. Or... they can wait until next BTC bear market - sometime in 2026 taking a huge risk in that the current bullrun will wipe them out... completely. Really bad bet.

$Sea Ltd(SE)$ Impressive move with heavy volume. It can mean someone knows something positive getting ready to happen! Especially true in what is looking like a significant down day in the market once u take out the stellar results of UNH.

$Marathon Digital Holdings Inc(MARA)$ I remember, it was a year ago, there was a plunge in Zscaler's stock. Not as brutal as MARA, but big. The founder, and probably the largest shareholder stepped up and did a video call with a leading presenter (analyst). Tough call. He explained how good they are. After a short time there was a turnaround. That company gained momentum and the company's shares are, even now, more than 100% more expensive. There are many such stories.So Fred, earn your salary and start working for the benefit of all shareholders.

$TENCENT(00700)$ In the realm of investing, it's like this: when the market is bad, everyone is pessimistic; when the market is good, everyone is optimistic. The investment portfolio of Tencent is basically the best asset they can access. Now, Chinese concept stocks have dropped to levels seen in 2012, a decade ago, and are extremely undervalued. So, considering Tencent's current investment assets worth 1.2 trillion yuan, it's possible that they could increase by 5 to 10 times in value over the next 10 years.But let's be cautious and use a constant return on equity (ROE) of 10% to calculate its steady income, regardless of whether it rises sharply or not. This approach is more scientific.

$Longeveron Inc(LGVN)$ There’s so much about this stock that confuses me. There was so much promise a year ago and now it continues to decline when there’s progress being made. Is now a good time to invest some more?

Just scroll along the top to profile and analysis it'll give you lots of information and look at the history this company has only been around for a very short time. I'm not buying any of it I mean unless they have some kind of miracle drug in the pipeline which of course no one knows. $Mobile-health Network Solutions(MNDR)$

Look at Tencent's $TENCENT(00700)$ current market price, its return on assets (ROA), and its business operations. How did someone come up with the idea that it wouldn't go up for ten years? Marx taught us long ago that prices fluctuate with value. Even if I don't want it to rise, it will naturally rise eventually.Just like with Agricultural Bank of China (AgBank) when it was at 2.7, I really don't understand. At a price-to-earnings ratio of just three or four times, there were still people betting against it. Do these people really believe AgBank will go bankrupt in three years or suddenly lose most of its business?

The future trend of declining average order value in food delivery is inevitable, and this macro fundamental issue is beyond the company's ability to reverse.However, at the same time, we should recognize the growth potential of $MEITUAN-W(03690)$ Meituan's in-store business based on scenarios of reduced consumer spending.For instance, who else offers discounted tickets to tourist attractions besides Meituan?Enrichment through affordable experiences will be an important track for the future.In this track, it's not just about the online euphoria like that of X's music, but also about Meituan's expansion into real-life scenarios—something analysts completely overlook!I am very optimistic about Meituan's future performance.

Continue buying bulls don't let US fud control retailers got upper hands owning up to 46 percent nio building sustainable power supply constantly upgrading technology partnership with many big players making sub brands that's is affordable using nio tech 2025 will blow up through out the brit nations as USA block China and other nations will embrace there ev while only 7 percent adapt ev in US and that horribleI have kept buying like I did in 2019 when I lowered my average down to 2.72Two accounts which are very well packed of sharesAt these levels I will keep buying despite having many shares because the concept and the partnership know more than I do for sure NIO $NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$

oil prices shot up again today , this is indeed good for EV markets as people that charge their cars at home save 30% plus on their gasoline bills differenceThe plan to enter German market using leasing is a good strategy. Consumers are turning away from EVs because of the high battery replacement / upgrade prices / low resale values. $XPeng Inc.(XPEV)$