$Microsoft(MSFT)$ Microsoft stays in the business because they hope to create a video game streaming subscription service and scale. If they have enough IP, good hardware and get the streaming right then that's a potentials exciting market. Having said that though, with the size of the cloud opportunity for Azure, xbox really isn't much of a needle mover for the company overall.

$Phunware, Inc.(PHUN)$ I've been leaning towards clearing out my Phunware holdings before the election. I mean, if the results are super obvious, it kind of takes the excitement out of it, right? It feels like riding a rollercoaster where you already know the ending. I’d rather not stick around just to watch things plummet. I don’t want to be caught holding onto something that could go downhill fast.

$Trump Media & Technology(DJT)$ I'm not partisan, but I think Harris is the favorite here. If she wins, DJT will drop 50% or more in less than a week. Buying put options on DJT, or selling calls, is potentially an incredibly profitable and simple trade. it might catch a lot of people off guard, I was going to short it at $ 20....DJT can be a rollercoaster, for sure.

$MicroStrategy(MSTR)$ MSTR is in a precarious position due to its extreme dependency on Bitcoin’s performance. While the stock’s recent momentum is impressive, investors must be aware of the inherent volatility and high leverage risks. Buying at these levels exposes investors to potentially sharp pullbacks if Bitcoin experiences a correction or if market sentiment shifts.

$Apple(AAPL)$ Great products but the thrill and excitement with their products is missing. Its just more of the same... Same issue with $Advanced Micro Devices(AMD)$ $Intel(INTC)$, it's almost like the tech industry is experiencing stagnation. I think a big part of it is the FTC not having the talent to launch successful anti-trust cases. Most of these companies are just pushing out the same stuff year after year with marginal changes.

$Advanced Micro Devices(AMD)$ You want to buy against the market. For example, far back in time when the market saw AMD as a burning dumpster fire, I could see a massive restructuring underway, doing all of the right things that had to be done to put out the fire, and get things back on track. Today, AMD beat back $Intel(INTC)$ to a point of an embarrassment, but it's still seen as a company incapable of putting two lines of code together without several bugs in it, and fumbling to spell the two letter word "AI". Now is the time to ride the AI tidalwave, which AMD has barely started to ride. After the market figures out what's going on, it'll be too late, the price will again, be

$CleanSpark, Inc.(CLSK)$ Could sweep down to $10.40 before finding support. Either way I don’t view my CLSK position on a short time frame. I only am concerned about weekly and monthly charts. BTC will fins support at 64k. I still hold all my miners but recently added other options for diversification. Just some food for thought, maybe miners aren't going to do as well this time.

$PDD Holdings Inc(PDD)$ It feels like every time I buy PDD, it’s a loss, too! I’ve already lost over $40,000, and honestly, it’s so discouraging. It’s like I’m cursed or something! I keep missing those crazy surges—just when I think I’ll catch a break, it drops again. It’s nerve-wracking to watch. I really want to believe in its potential, but this pattern is just terrifying. It’s hard to keep my confidence up when every decision feels like it backfires. Maybe it’s time to take a step back and reevaluate before jumping in again.

$Alibaba(BABA)$ Holding onto a stock like Alibaba for ten years without seeing any profit feels pretty frustrating. It's like putting your money into a black hole and hoping for the best, but nothing ever comes back. I mean, if I’m investing long-term, I want to see some solid growth, right? Sure, Alibaba has its potential, but after all this time, it’s hard not to feel skeptical. There are so many other companies out there that are actually turning a profit and showing steady growth. Why tie myself to a giant that's struggling to deliver for years? Investing should be about making smart choices, and sometimes that means cutting losses and moving on. I want to be invested in companies that give me real hope for the future

$JD.com(JD)$ Some people are even thinking of shorting JD, and honestly, the recent issues aren’t something to brush off lightly. It’s definitely more than just a minor hiccup. The best move might be to cut losses early—sure, you might lose a few bucks, but it’s better than being stuck in a position where you can’t get out. Once you're trapped, there's no running from it, and the longer you wait, the harder it gets to exit without taking a bigger hit. Better safe than sorry.

$Meta Platforms, Inc.(META)$ I'm no fan of Facebook and other vapid social media platforms. I think such platforms have engendered broad cultural and social dysfunctionality. That being said, I am doubtful that they have a legal liability for adolescent mental health issues just because their customers overuse the services.These lawsuits seem analogous to claiming that $Mattel(MAT)$ is legally liable for things like bulimia and other female body image issues just because little girls played with Barbies incessantly.The primary responsibility for moderating the use of social media platforms (or Barbie dolls) lies with parents, not with the companies that provide the products.

$ASML Holding NV(ASML)$ I own ASML (not a lot), and I added 1 share at about a 20% discount to the early earnings release. In listening to a discussion on CNBC, I learned that this is the 3rd consecutive quarterly earnings miss. That's disappointing. I'll continue to hold my small position, but after my due diligence, I won't be adding to my position in the near term.

$Tesla Motors(TSLA)$ I'm curious why most seem to think robotaxis will be popular? Are we sure that most people really want to give up driving? Automobiles have been sold for decades for things other than functional transportation needs - 70% of Americans 'take pride' in their vehicle. 27% go driving regularly for fun.Maybe believers expect the government to "force" people to take robotaxis for their own good. I am not so sure.

$HSI(HSI)$ If the Hang Seng Index doesn’t stabilize, we could be looking at more declines ahead. It’s really tough to watch the Hong Kong market feel so sidelined lately. 😢 In this kind of environment, it makes sense to focus on some stable dividend stocks for a safer bet. At least that way, we can still generate some income while we wait for better opportunities. Let’s hope for a turnaround soon!

$TENCENT(00700)$ I'm talking about Tencent here. If I see any flaws, any hint of imperfection, I'm out. let's be real, it's never skyrocketed like I wanted it to. So, why hold on to something that's not giving me the gains I deserve? Yeah, I know it's tough to let go, but sometimes you gotta be ruthless in this game. Call it a gut feeling, but I'm selling. End of story.

$NVIDIA Corp(NVDA)$ When future sales start to decline or mass cancellations occur, then it will be time to reconsider. Technology moves too quickly and the only threat to Nvidia is another company that specializes in accelerated computation. AI is just an over-hyped buzzword. We've had accelerated computation for decades... it's just getting faster.

$Micron Technology(MU)$ Micron needs to see another price dip before I consider increasing my position. Ideally, I’d be interested when the stock is closer to $50, rather than its current price around $101. While I’m bullish on the long-term prospects of MU, particularly with the anticipated surge in demand for memory chips driven by AI developments, I believe the current valuation is too high for additional buying. Until the stock reaches a more attractive entry point, I consider MU shares better suited for a "Hold" position. Patience is key in waiting for a more favorable buying opportunity, as the broader market volatility may offer a better entry down the line.

$Marathon Digital Holdings Inc(MARA)$ Starting to scale back into this again after taking some profits last week. Also sold out of $Coinbase Global, Inc.(COIN)$ $MicroStrategy(MSTR)$, but looking for a way back in. MSTR seems like a better setup than COIN or MARA. MARA real attractive below $14.

$XIAOMI-W(01810)$ Hey, this range between 20 and 26 is pretty crucial, you know? It's like a pivotal point where things could go either way. I'm expecting some volatility here for a bit, just to see how things shake out. If the earnings and positive news keep rolling in, we could be looking at some serious upside potential. But if not, we might just have to hit the reset button and wait for the market to do its thing, trading time for space. Fingers crossed for the upside, though!