$Apple(AAPL)$ $NVIDIA(NVDA)$ It's always a good feeling to be long on solid stocks. I recently sold a nice RV, and now I’ve got some cash set aside for more AAPL and NVDA. If the market dips and I get the chance to add more, I’ll be ready. Whether Ashley’s wish comes true or I can buy at Jissy’s price, I’m not stressing. I’m not into options — I prefer holding long-term, steady investments.

$Apple(AAPL)$ If Apple is raising iPhone prices, I say it’s a calculated move, not a reckless one. Here’s why it makes sense:Premium Brand Strategy: Apple isn’t just selling phones — it’s selling status and ecosystem. A price hike reinforces its luxury positioning and doesn’t hurt demand from core users.Margin Preservation Amid Inflation: Component costs, logistics, and R&D aren’t getting cheaper. Rather than cutting corners, Apple is protecting its industry-leading margins the smart way.Loyal User Base: Apple users are known for their stickiness. A modest price bump won’t stop people from upgrading — especially with trade-in incentives and installment plans.Global Diversification: Weakness in some markets (e.g. China) may be offset by strengt

$Tesla Motors(TSLA)$ Tesla above $300? Great run, but I’m taking some chips off the table. Here's why:Valuation Stretched: At over $300, Tesla trades at a forward P/E above 60. For a company with slowing delivery growth and fierce competition, that's rich.China Risk: Tesla's dependence on the Chinese EV market is a double-edged sword. Rising domestic competition (BYD, Xiaomi) and regulatory unpredictability could squeeze margins.Musk Overpromises: We’ve heard “full self-driving is coming” for years. Until it's commercially viable and approved at scale, it's all speculative hype.Macro Headwinds: Interest rates remain high and consumer credit is tightening. Not ideal for high-priced discretionary purchases like EVs.Conclusion: Great company, but the

Bitcoin is hope.

$Tesla Motors(TSLA)$ when the stock market opens.

Bitcoin hits $104,000

$SUPER MICRO COMPUTER INC(SMCI)$ Yes, SMCI has dropped significantly—but the long-term thesis hasn’t changed. Here's why I see this as a possible dip-buying chance:🖥️ Still a Core AI Infrastructure Play: SMCI powers the data centers behind AI growth. That demand isn’t disappearing.📦 Strong Backlog, Real Revenues: Unlike many “AI plays,” SMCI ships real product and is growing earnings.💰 Valuation Reset May Be Healthy: A pullback from overhyped levels could set the stage for a more sustainable rally.It’s painful now, but this may be a rare chance to enter a long-term AI winner at a discount—if you have the risk tolerance.

$Hims & Hers Health Inc.(HIMS)$ HIMS is up 100% YTD, but this could just be the beginning. Here’s why I believe there’s still upside:📈 Profitability Just Kicked In: The company turned EBITDA positive, signaling a sustainable growth model.🌐 Massive TAM in Telehealth: HIMS is expanding beyond men’s wellness into mental health, weight loss, and primary care—a $300B+ market.📊 Strong Brand Loyalty: Its direct-to-consumer model with sleek branding creates stickiness many rivals lack.Yes, it’s doubled—but compared to peers, it’s still reasonably valued. If execution holds, HIMS could still have plenty of room to run.

$NVIDIA(NVDA)$ Yes, Trump might end chip restrictions if reelected—but assuming Nvidia will instantly rocket past $120 is risky.Here’s why caution is warranted:🧭 Policy Isn’t Law Yet: Trump is not in office. Until policies are officially reversed, the restrictions stand.🇨🇳 Geopolitical Risk Remains: Even if Trump eases rules, China-U.S. relations are unstable. Tech tension could resurface anytime.📉 Valuation Is Already Rich: Nvidia is trading at premium multiples. Much of the “AI optimism” is already priced in.Investors banking on $120 should watch the policy developments closely—but also be prepared for volatility and policy reversals.

$Strategy(MSTR)$ holding trend

$Tesla Motors(TSLA)$ Is the monthly higher low locked in?

You're given $100,000. Would you invest it in $NVIDIA(NVDA)$ or $Advanced Micro Devices(AMD)$ ?

$Palantir Technologies Inc.(PLTR)$ bears are not ready for this

$Apple(AAPL)$ Only $AAPL can authorize a substantial share buyback, potentially reaching up to $100 billion and then proceed to tank 1.85%.

$POP MART(09992)$ POP Mart’s surge following the release of Labubu 3.0 screams euphoric top. Designer toys are a niche market, and while Labubu’s popularity is undeniable, chasing a parabolic move driven by limited-edition hype is rarely wise.The business is heavily reliant on a handful of IPs, and the collectible toy boom may be peaking as discretionary spending weakens, especially among young consumers. Re-runs of older figures and oversupply risk diluting scarcity — a key pricing pillar in this model.Valuations are stretched, and international expansion is still experimental. Any slowdown in hype, production misstep, or inventory build-up could trigger a sharp correction.Conclusion:Labubu 3.0 is a marketing triumph, but investing now is chasin

$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro’s disappointing results may spook semiconductor investors, but it’s crucial to separate hyperscaler hardware from chip design leaders like Qualcomm. SMCI is heavily tied to server infrastructure demand — a sector that’s notoriously cyclical. Qualcomm, on the other hand, has diversified exposure across mobile, automotive, and IoT.Qualcomm’s recent partnerships in AI acceleration chips and automotive SoCs (system on chips) give it strategic insulation. Its Snapdragon platform is embedded across Android flagships, and as AI capabilities expand to edge devices, Qualcomm is positioned to benefit — even amid broader semi softness.Plus, the company has a strong balance sheet and is buying back shares, which add

The image of young investors buying gold on credit should worry any seasoned market watcher. Gold has historically been a safe haven — a hedge against risk, not a speculative play. The rise of leveraged retail buying indicates sentiment is overheating.Credit-driven demand is not sustainable. It distorts real buying power and tends to precede corrections, not rallies. Combine that with gold’s recent all-time highs, and you get a textbook setup for a top. Even central banks, though still net buyers, have begun slowing their purchases. Real interest rates are inching up, and once investors can earn better yield from bonds or money markets, gold loses its shine fast.

$Tesla Motors(TSLA)$ Soon

Trump’s historically low approval rating after his first 100 days isn't just political gossip — it could be a genuine warning sign for market stability in Q2.Why caution is warranted:Legislative Gridlock: Weak political capital could stall key economic initiatives like tax reform or infrastructure bills, disappointing market expectations.Rising Volatility: Investors hate uncertainty. Political dysfunction could fuel higher VIX levels and sector rotations away from risk assets.Global Reactions: Allies and trade partners may hesitate to engage, leading to rising geopolitical risks that could weigh on equities.In this environment, defensive positioning and higher cash allocations might make more sense for Q2.

$Palantir Technologies Inc.(PLTR)$ Palantir (PLTR) has just posted 5 consecutive winning days, showing strong bullish momentum ahead of its upcoming earnings report.Here’s why I believe PLTR could hit a new all-time high soon:AI Tailwinds: Palantir is increasingly recognized as a major AI play, with its AI Platform (AIP) gaining significant traction across industries.Strong Commercial Growth: Recent updates show commercial revenue growing faster than government revenue, diversifying its customer base and boosting margins.Technical Breakout: PLTR is breaking key resistance levels on strong volume — a classic setup for continuation moves. If earnings beat and guidance remains robust, a surge past its previous all-time high (~$45) could happen quickl