I've owned JD $JD.com(JD)$ and PDD $PDD Holdings Inc(PDD)$ in the past, and I'm considering opening a position in JD and TCEHY $TENCENT(00700)$ . But only if they drop to absolutely ridiculous levels. I'm talking like a market cap of 26/27 billion for JD and about 270 billion for TCEHY.I will keep watching them, if they fall this far, I simply won't be able to help myself

$Micron Technology(MU)$ For anyone disappointed of not being able to pick up some of this below 110, this has to break 117-118 before next selloff to have any chance of reaching the all time high again. This is still in No man’s land as i see. A possible great Run can help this very much to break the resistance up and confirm the uptrend

$MicroStrategy(MSTR)$ Very concerning, However, my guess is at some point (and it needs to be soon) he will announce a huge accumulation of BTC. Until then I see no positive catalyst. I am a shorter by nature but have to be honest his sales wouldn’t bother me as a long. My gut tells me this has gone down almost 50 percent and I am very willing to take a long position soon. It just feels like all the negativity is running out, more pain left but a 100 share purchase I am considering. Just a hunch this may turn green soon. Call pressure was up fractionally after hours so that’s at least a small positive. I am just guesstimating but blood in the water so to speak, or at least droplets. May be oversold or close.

$Marathon Digital Holdings Inc(MARA)$ Greatest buying opportunity Mara has potential to 5x to 10x in June to oct - Bitcoin is the future and Bitcoin will surprise us by 90 K to 140 in 2025 and Mara as follow - if you believe in Bitcoin you will believe in Mara CHEAP AS CAN BE. if you don't buy it now, I PROMISE you'll regret it. Bitcoin pattern says we are headed for insane gains. Alot of millionaires will be made. The haves, and the have nots.

$Intel(INTC)$ $NVIDIA Corp(NVDA)$ INTC is not giving up without a fightIntel said Gaudi 3 is 50% faster at training AI models than $NVDA Nvidia's H100, the current workhorse of the AI boom. Nvidia is currently rolling out the H200 to its customers this Q, which is also when Intel's customers expect to get their hands on Gaudi 3, and Blackwell is coming next year.

Actually we are second to just about everyone. Nvidia $NVIDIA Corp(NVDA)$ market cap and revenue aren't second to AMD $Advanced Micro Devices(AMD)$ , Itnel revenue is twice AMD. So far our AI sales are second, doesn't make it true. Besides expectations being 1, please tell us what metrics you used to determine this 1 position. I want it to be true, but reality is it's not in 2024 or 2025. Doesn't mean we won't do well, but we are very far from the top!!!

$22nd Century(XXII)$ I think should buy this. $4M and if you throw some $$ behind shorting can take it for half that. Off the mgt immediately. Increase production and distribute thru the 15,000 locations they have all their Spree and Pancha products. They have distribution in place. The insiders XXII for years. Im not sure who will invest again in a private placement but Im sure the mgt is working very hard with some bankers to figure it out.

What’s happening with CRWD $CrowdStrike Holdings, Inc.(CRWD)$ today? $300+ coming this month to eclipse previous ATH of $293+CRWD - it's going to be in the S&P and is gaining market share in a growing industry. If it hits a drawdown it's a buy for me I missed the boat on this one

I think Smci $SUPER MICRO COMPUTER INC(SMCI)$ is trading at 14x adjusted 2024 EOS and will grow earnings and FCF over next five years at 25% plus. Founder and his wife own 25%. Founder led tech bizs always do better than bureaucratic led tech bizs.Should be more than NVDA $NVIDIA Corp(NVDA)$ !! Which is 545 !! Keep loading and loading. No resistance until 450, and target is 600 !!

Riot $Riot Blockchain, Inc.(RIOT)$ sits on a huge stockpile of cash. This means as bitcoin goes up they can hold more bitcoin and with the secured contracts to buy more miners they will probably not utilize the dilution of shareholders and use their cash reserves to secure miners to increase hash rate to 100 eh/s

$UiPath(PATH)$ No serious investment fund has any share in Uipath...Uipath is a LOSS making company without any profit since 2008. Why a serious fund buy a share in Uipath? To loose money?I will sell all my shares today and watch silently whats happening.

$Rivian Automotive, Inc.(RIVN)$ going up as expected so nothing changed about the setup. At any pullback you can add more. First target is $20 and Second target is $22+ for now. I already moved my SL to breakeven. last week we dropped then took off ! Let’s go Rivian.

SNOW $Snowflake(SNOW)$ since when did growth stocks get valued based on EPS growth? Sequentially, revenue growth is slowing.Q4 revenues are expected to fall in the range of 30% rev growth. 23x sales is a lot to pay for a growth stock with slowing growth. 10x sales implies a 100x growth rate over 10 years. Again, great business, bad valuation. No position.Not profitable until 2028/2029 as per the CFO earlier tofay. Good luck holding this trading at 22 PS. This is already trading at price considering the future growth for next 4 to 5 years. Not worth the risk.. NVDA $NVIDIA Corp(NVDA)$ trades at a steep multiple, but you can at least justify it. Last quarter, they had 200% rev growth, and it trades at 25x s

$BIODEXA PHARMACEUTICALS PLC SPON ADS EACH REP 5 ORD(BDRX)$ OMG sell this as fast as you can before after hours. Buy my only one pick will most likely be bought out has its phase 2 has a 6.9 year life experience increase with only one of it drugs, The 2nd drug is a phase 3 drug with positive result. This is a 8 bagger in the making. It up 42 percent in three day and up 16 percent today and still going up!

Amazon $Amazon.com(AMZN)$ beating FDX $FedEx(FDX)$ , UPS $United Parcel Service Inc(UPS)$ in delivery business.eclipsing both FedEx (FDX) and UPS (UPS) in the number of packages it brings to U.S. homes, and the gap is growing. According to internal Amazon data and people familiar with the matter, Amazon delivered more packages to U.S. homes in 2022 than UPS, after eclipsing FedEx in 2020, and it is on track to widen the gap this year. Amazon had already delivered more than 4.8 billion packages in the U.S. by Thanksgiving, and its internal projections predict that it will deliver around 5.9 billion by the end of 2023.Keep buying Amazon sto

$C3.ai, Inc.(AI)$ I had a dream, when IBM asked Watson who is the next best company to dominate AI in predictive maintenance solutions, it spit out acquire C3AI we cant compete. big winner this year. 6 days in a row held 28.. should run up into the earnings on Dec 6. No position yet.LOL. Can you say M&A? Happy Thanksgiving to all.

1 - The rise of jd $JD.com(JD)$ and pdd $Pinduoduo Inc.(PDD)$ . Babas $Alibaba(BABA)$ market share has decreased significantly and isn’t the leading choice for online shopping domestically - case in point, the increased revenue of pdd vs baba as can be seen in the 11/11 numbers over the past two years2 - sluggish domestic growth - alibaba relies heavily on domestic sales vs pdd which has made more headway into foreign markets with Temu. It can be argued that both companies have struggled domestically - don’t get me wrong, but i believe the market perceives baba being weaker in its growth vs it’s competitors 3 - the future isn’t as bright f

$Alphabet(GOOG)$ today this tested the 50-day (red line) and bounced off it. That's a good sign. Also, there is a golden cross where the 5-day (green line) is crossing above the 50-day (red line). For me, that shows momentum is staying positive. All in all, I think this heads towards resistance at some point and fills this gap. Where it goes from there, I'm not sure. I don't think I want to add to my position yet, I would like to stay over a 5-7% gain before I make any decisions and I'm def not there yet.

$Marathon Digital Holdings Inc(MARA)$ Those here that deny MARA as being a leading Bitcoin miner for the future, are only kidding themselves and can't see what a diamond in the rough actually looks like. 💎 Diamonds require tender loving care and patience when created, MARA is NO different and will shine bright in the coming days, weeks, months and years.

$Alibaba(BABA)$ Most of the investors are frustrated from BABA not doing anything, while US stocks print money. Hence Noone is showing interest in buying Baba (volume drying up considerably). Earnings unfortunately may result in more losses for investors. It could again rise a little bit to finally loose it all in a day or 2. That’s been the Chart Pattern so far. There seems to be no change in that.