$Marathon Digital Holdings Inc(MARA)$ As it currently stands, Marathon spends around $22,000 to mine one Bitcoin. Meanwhile, Riot's expenses per Bitcoin mined hover around $2,000, making it much more efficient and much more prepared for the coming revenue cut that will accompany the halving. So riot spends 4000 dollars now ? Currently building another facility that will destroy Texas environment but who cares they getting rich

$JD.com(JD)$ $JD-SW(09618)$ The onslaught has silenced the nay sayers. I bought 100 shares at 55. Then I bought 500 at 27. I also bought 400 shares of a mutual fund with JD in it. JD was my dog but it's out of the doghouse. This uptick may level off in short term but will evolve into a slower 6-month rally with slightly more ups, then downs. If JD has a good quarter, they should bump the dividend slightly as a symbolic gesture of strength and long-term commitment. Everyone has an opinion, but mine don't miss often.

$XIAOMI-W(01810)$ Just one more competitor to add to the pack. Xiaomi is going to be selling at a loss which is bad news for everyone else. The car business is cutthroat and there are a few dozen other companies with new models always coming for your lunch. That's why car companies have P/Es of 10. Except for Tesla. Tesla is pushing 85 with EPS dropping to 2 bucks. The "50% growth" and "20 million vehicles per year by 2030" turn out to be just so much nonsense. The battle is just beginning and it's going to get worse.

$SMIC(00981)$ just sold some equity, and the bears are panicking，“What if they end up selling off the Southern fab too?” But I’m with the optimists: this move looks more like SMIC trimming the fat to double down on advanced nodes. Given all the recent signals, it feels more like a strategic focus shift than a distress sale. No hesitation here，I’ve loaded up and gone in hard!

$iShares 20+ Year Treasury Bond ETF(TLT)$ The 10 and 20 year skyrocketing this morning! the US must be doin' real good. Inflation masking basically all relevant economic data now. China exports hit RECORD VOLUME last month, but dropped 8% in currency exchange. We are exporting inflation, they are exporting manufactured goods. Seems like a good trade.

$Occidental(OXY)$ OXY has more experience than anyone I can think of. They have the largest EOR operation in North America. No one else is close. They were operating this in the Permian before anyone even thought about unconventional in the Permian. As a result, their unconventional Permian acreage cost next to nothing compared to so many others because they got it first.When you go to work for OXY you are going to work for one of the best. They have far less trouble attracting talent than many companies I follow.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ One of the greater risks for Google is the future of search engines. A cash cow for Google is now under pressure from AI search engines such as ChatGPT and Perplexity. Google search used to be unparalleled, but not so much anymore. And the risk is for Google to lose this cash flow (advertising) .However, I am not in doubt that Google will develop future revenue streams. Definitely still a long buy.

$SoFi Technologies Inc.(SOFI)$ Look at their trajectory starting in the early 2000s. Bigger banks will be kicking themselves for not acquiring this bank now. I still see it as a potential takeover Target if somebody is willing to pull the trigger early otherwise it's going to get too big then it'll probably be more of the one taking over other Banks. But this is a stock that has a long time to still keep running. This is the next big thing.

$Microsoft(MSFT)$ When there's no fact or news to indicate a dip assume and then conclude it to be a mirage. If possible financially one must buy without hesitation knowing that the game is on and adding paw- paws into your bags will make you wealthy. It's hard to do I know but it must be done. These governments that scrutinized MSFT know full well it's MSFT that educates them on what to do with AI and the future growth of their sovereignty especially militaristicly. It's for show , don't bite the feeding hand....💰😎= got it, get it... MSFT

$NVIDIA Corp(NVDA)$ NVDA’s Mgmt guided for $24.5 Billion in Revenues for its upcoming Qtr Earnings Report. — NVDA has topped revenues guidance in a range of 11 to 15 percent over tha past year!!’ *** That will amount to a 433% year over year revenues Growth — with margins hovering in the mid-70s for next Qtr Earnings Report in May — that could also “potentially” include an announced: 3 X1, or; 4X1 stock split! —- Lest you forget, by definition: earnings and profits are the KEY drivers of stock prices and NVDA’s are ginormous!!!