$Apple(AAPL)$ The iPhone is the modern day platform for life. And it will continue to be so for at least the next 40 years as I expect millennials to stick to what they know and their kids will likely be similar..The thing is...AI/ChatGPT will not truly take off to the masses unless is native on iPhone. Apple's 'flywheel' in a sense are many other tech companies that come together in a singular platform like the iPhone. That's a strong moat tbh. Apple Maps sucks (or used to I stayed loyal to google maps) yet is a powerhouse, because apple wanted it to be.

$Alibaba(BABA)$ My thesis with BABA and JD $JD.com(JD)$ is that even in the unlikely case that they are zero-growth companies over the long term, their pace of buybacks is ferocious to the point that investors will have a happy ending. Expansion of the Chinese middle class, growing GDP, normalization of relations with the West , and the enabling effects of China's next-level infrastructure are possible wildcards that could enhance returns.

$Coinbase Global, Inc.(COIN)$ Did you know that about 50% of American households are currently exposed to Bitcoin? This figure is projected to rise to 90% over the next six years, reflecting a major trend toward mass adoption. This shift is a significant indicator of the bright future for Bitcoin (BTC).The growing adoption of Bitcoin could lead to substantial changes in financial infrastructure and payment systems, enhancing its utility and acceptance. This widespread integration is likely to drive increased interest and use of Bitcoin, which could benefit companies like COIN. As more people become involved in the cryptocurrency space, the overall landscape will evolve, potentially leading to greater opportunities and adv

$Micron Technology(MU)$ It often happen when firms start to downgrade a stock when it has come down significantly. For this reason, it often mark the bottom of the stock. Just today, I checked out two of my holding and found they were downgraded just a couple of month ago, and now they are higher than those target prices.

$Amazon.com(AMZN)$ Don't try to out think Amazon...Deutsche Bank sees Amazon as a big winner should a White House Trade Proposal targeting Chinese discount retailers Shein and Temu $PDD Holdings Inc(PDD)$ , and others, go through. The plan would restrict the use of a U.S. trade loophole.Amazon's booming everyday essentials business requires investor patience. Amazon is taking a short-term financial hit to grow its business for these products, with a plan to improve profitability down the road.In other Amazon developments, Prime's Big Deal Days is coming back and set for Oct. 8-9; and CEO Andy Jassy told employees in a memo the company is returning to pre-Covid, five days a week in

$Apple(AAPL)$ vanguard is holding apple stock not bescuse it likes it..its because if they sell, it will crash apple stock...and all that trillions dollars nonsense will evaporate in a second ..its that simple ..as they say...don't judge a book by its cover ..and apple book is all empty..

$Alphabet(GOOG)$ I sold some GOOG shares here, but I was also the one who bought the dips all the way down when the price was under $150. With the market now at an all-time high, I feel it's safe to hold the remaining shares. In the worst-case scenario, I plan to buy more on any future pullbacks for the long term.

$Alphabet(GOOG)$ All bad news including law suits priced in. PE is cheaper than Campbell soup $Campbell Soup(CPB)$ . Goog trades at forward PE of 17. Highly undervalued. Big guys have started loading up from today. Once it clears 158 it’s blue skies. We can easily see a 5 percent up for google GLTA.

$Advanced Micro Devices(AMD)$ Sold more amd to expand nvda $NVIDIA Corp(NVDA)$ position following Jensen presentation. Dr. is too slow executing and will never change. View amd as a 'value' company while nvda as hyper growth. Both solid plays for different reasons.

$NVIDIA Corp(NVDA)$ The perspective on bearish sentiment differs significantly between the East and the West. In just three years, the sudden emergence of AI has dramatically altered the situation and destiny. Sadly, mainstream views domestically still regard this as a financial bubble, dismissing it as anything more than a tulip craze. Indeed, a $1 billion market cap tulip does seem enticing... I too wish I could experience such madness once! The AI phenomenon truly has the power to defy fate and could potentially shock the world by the end of the year!

$GameStop(GME)$ GameStop recently posted a profit from its streaming operations, which is a significant step as the company pivots to adapt to new market trends.some posts seem to intentionally highlight only the negatives which are not negatives because the store closures are part of the strategy, and a small revenue decline is due to the global economic downturn. Let’s keep in mind the full picture and stay informed about all aspects of GameStop’s strategy and performance.

$Alphabet(GOOG)$ The issue of Google's monopoly requires urgent reform. The key to addressing this problem lies in ensuring complete transparency for advertisers. If Google were to provide clear and detailed data to advertisers, it could effectively resolve the issue of fraudulent and irrelevant clicks. However, Google is unwilling to share this data because it would significantly diminish their revenue from such practices. The moment Google shifted its focus to prioritize advertising revenue over its role as a search engine is the moment they set themselves up for this dilemma. This conflict of interest has led to a system where transparency is sacrificed for profit, exacerbating the monopoly problem.

$Tesla Motors(TSLA)$ You may not fully grasp the seriousness of the situation involving Elon Musk and Taylor Swift. It's as if Tesla has sacrificed the opportunity to attract future female car owners entirely. The most significant risk remains that trump might not be elected, which could have far-reaching consequences for the company.

$Palantir Technologies Inc.(PLTR)$ Palantir's stock is currently priced at over 70 times its forward adjusted earnings and 20 times next year's projected sales, which suggests that the market is expecting near-perfect performance from the company. Given these high valuations, I anticipate a pullback in the coming weeks and have decided to step out of my position for now.

$CN Energy Group Inc.(CNEY)$ How can one determine the number of shares sold short? It seems surprising to see 120 million shares sold short compared to only 2.6 million shares available for trading. This situation could be even more extreme than what we saw with GameStop, especially if the price increases significantly and forces short sellers to begin covering their positions.

$Apple(AAPL)$ apple has not grown consistently in the last 12 years, there were years when Apple had negative growth. What matters is how much FCF generates Apple year by year; more than 100 billion which is around 22% FCF margins year by year. Nike $Nike(NKE)$ only generates 9% of FCF margins, which shows that Apple has a way stronger competitive advantages. LULU $Lululemon Athletica(LULU)$ is totally out of the picture here. Those margins are linked to the emotions of its users, as they pay higher prices for the Apple's products. The "cool thing" about Apple is the not the products, but the brand itself!. I explained many times these fa

$Advanced Micro Devices(AMD)$ $130.34 over here...went all yolo for earnings and got stuck. however, I went from day trading this regularly to now wanting to play the long game. I figure that I shorted myself about 4k - 5k, which I was averaging 1.5-ish a week, to now I want that and then some. I am very optimistic to see how this unfolds. (I did this to myself with AMD right before the covid crash - went from $160 down to $68 and I said Id never do that again, but here we are...and I walked out of that trade too in the green. 2 years of cost averaging down.)

$SoFi Technologies Inc.(SOFI)$ Sofi turned the corner today and the reversal is on. That being said, tomorrow's futures are WAYYYYYYY down and l have read speculation on several boards that tomorrow's inflation report could bring a bloodbath. I bought some $7 calls today and I'm prepared to buy more tomorrow at a discount if a down market drags us lower. Higher highs and higher lows

$PDD Holdings Inc(PDD)$ Alibaba $Alibaba(BABA)$ remains the leader in the e-commerce industry, and Pinduoduo's valuation should still be compared to Alibaba's. Currently, based on GMV alone, Pinduoduo's market value is twice that of Alibaba's. As Pinduoduo's market share grows, Alibaba's valuation will become less relevant as a benchmark. When the market clearly believes that Pinduoduo will surpass Alibaba in GMV, the e-commerce valuation system will no longer be anchored to Alibaba

$Faraday Future(FFIE)$ To return to its IPO value, this company would need to increase its worth by 20,000 times from its current level. By contrast, NVIDIA (NVDA) $NVIDIA Corp(NVDA)$ appears to be an exceptionally good deal at its present price when compared to this scenario.