$SUPER MICRO COMPUTER INC(SMCI)$ SMCI sells to al lot of big companies such as Amazon, Google, MSFT even Dell and many others, NVDA is not the only customer. Keep in mind they are Taiwanese and they manufacture hardware at the price that no one can compete with them, they are the mass producer hardware manufacturers in the world.

$MicroStrategy(MSTR)$ Ignore those who focus solely on NAV; they fail to grasp MicroStrategy's Bitcoin strategy and its role as a Bitcoin Development Company. Common sense should tell people that this isn't an ETF and shouldn't be and isn't valued like one. ETFs don't own the Bitcoin that they custody like MSTR. Instead, MSTR is a company with a balance sheet that leverages to buy Bitcoin, which is accretive to earnings on said balance sheet. MSTR offers services to the bond market to give them exposure to Bitcoin that could not happen otherwise due to their rules. If you aren't valuing this company with a higher multiple like a bank, then you aren't valuing it correctly.

$Shopify(SHOP)$ The combination of strong revenue growth projections driven by increased merchant adoption and service expansion; positive user metrics indicating high engagement; favorable market trends supporting e-commerce; operational efficiencies improving profit margins and then taking more share of the growing market from every single one of their so called competitors, are extremely bullish indicators long term.

$Sea Ltd(SE)$ Sea Limited (SE) is a buy-and-hold forever stock for me. I started building my position with 70% from the $40s, and I’ve been adding steadily, most recently at $93. This company is an absolute gem, and I’m confident we’ll see it hitting the $500s in the next few years.

$Shopify(SHOP)$ I am no longer trading SHOP. I’m an owner now. This is the best growth company at the moment and foreseeable future. Likely down into the mid to low 90s over the next few weeks. it’s very volatile and tends to happen fast. But it likely won’t lose excessively because the next earnings will be even bigger so there might be more stability in the price after it finds a bottom.

$Sea Ltd(SE)$ Long term, this horse should be fine, as SEA economy is in a much better shape than most regions in the world, ever since Asia Financial Crisis which they have learnt their lesson well how to better manage their economy.I believer the gaming revenue will increase further as India is likely to grant their game access very soon, which is a major catalyst over medium term, and overcome the concern of reducing active users.

$Shopify(SHOP)$ I bought Shopify (SHOP) a while back, sold off 80% of my stake at a nice profit, and let me tell you—I’m sure glad I kept the other 20%. That remaining stake could very well make me rich in the long run. As far as I’m concerned, there’s no sell button on that remaining position.

$Sea Ltd(SE)$ SE is very undervalued, I'm in. Southeast Asia remains a growth engine, and Sea is right in the middle of it, with a massive addressable market.The all time high is $372. I can wait—patience is key when you're investing in a business with this much upside.

$Shopify(SHOP)$ Investors should pay attention to all the Black Friday Cyber Monday Shopify merchants success on coming weeks. Every year Shopify always publishes after that weekend, the huge year over year Gross Merchandise Volume aggregate growth from all their merchants and that’s historically been a great indicator for great quarterly results ahead.

$Sea Ltd(SE)$ Nice illustration of the marco picture at SEA economy which most aren't aware it is not inferior to China economy growth.It is still a growing storyThe CEO is a very capable guy and I believe he will further expand the digital business through investment segment for its internal customers.you can guess how big SE will grow over long term, by utilising the best avaialble technology he can leverage, but adapting and expanding the business that best fits SEA economy.

$Rocket Lab USA, Inc.(RKLB)$ Imagine RKLB when we get low interest rates, better economy and more risk willing money, both retail and institutions. And sprinkle a good dose of fomo upon that. Also at that time we should have lots of Neutron contracts and hopefully showing a good profit. Sky will be the limit.

$Palantir Technologies Inc.(PLTR)$ Wow, check out Fintel. We’re at an all time high 57.79% Institutional ownership. It is the deadline for Institutions to file their 13Fs for last quarter. Remember, last quarter was the S&P 500 inclusion quarter. Nice!!Next is the prestigious Nasdaq 100 inclusion in a few months. Even nicer!!

$Rocket Lab USA, Inc.(RKLB)$ Anyone who’s been here for a while remembers when rklb would have a successful launch the stock would go down! The market was being held back by raising interest rate hikes and just a bad economy in general. Rklb is finally just playing catch up! It should have been this high a while ago with it’s insane track record of successful launches. Go lab.. long and . Excited for Neutron contracts

$Palantir Technologies Inc.(PLTR)$ This stock is unbelievable man! I am so glad I accumulated shares when it was 7, 10, 14, 18 dollars a share. I now got 1850 shares in total @18 average. Every 1% up makes my portfolio go up around $1100. I got shares from other companies, among which 2 Chinese stocks. I am significantly down with these stocks, but Palantir makes up everything for it. I am glad 90% of my entire portfolio is now Palantir. Looking to hold Palantir for the next 10 years until it reaches 1 - 2 trillion in total market cap!

$Shopify(SHOP)$ Raising my target from $129 to $167! I’m maintaining a strong buy rating here. This stock has shown incredible technical strength, and I’m confident it’s heading toward that target. Don’t forget to cover if you’re shorting—this one’s got momentum behind it, and I don’t see it slowing down anytime soon!"

$Sea Ltd(SE)$ SE should hit at least $120 based on inflexion growth from this Q with Shoppee profit growing exponentially, Gaming enjoying coming from the dead with India re-entry a mega catalyst and its digital banking yet to mature with many more years to grow. Probably eating Meli lunch in Brazil as well.They are branching into insurance too. I believe they will enter into investment world to help the under served segment in the developing but prospering population in SEA.Expect a 20% upside if the results explodes this quater with another favourable guidance into 4Q. The partnership with YouTube has a major upside potential yet to be factor in.

$GameStop(GME)$ Read somewhere that GME will 10x within the year. Time to stock up as the forecast is termed 2-6 months. Once it 10x it drop and then level off. Even longers should benefit but to get a quick fix expose said 2-6 months. Believe it or not?

$SUPER MICRO COMPUTER INC(SMCI)$ Everything is baked into the price now... Nowhere to go but up IMO. Even with all the accounting turbulance, this is a great successful company making a ton of money. things will work out and this is a once in a lifetime opportunity. I will be buying more...

$Root, Inc.(ROOT)$ Breakout on watch. According to Fintel, short sale availability is down 80% to 100,000 from 500,000. total nov 15 put to call ratio is 711%. total short volume from 10/31 & 11/1= 6,051,673(majority of which assumed has already covered). Borrowing costs increase to 2.95% from .45%, a 655% increase. Pre-existing SI is 1.55M with an approximate 2.5M total float(adjusting for insider/institutional ownerships).