$Marathon Digital Holdings Inc(MARA)$ 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!!!

$CleanSpark, Inc.(CLSK)$ Who was the one saying two days ago that there would be a -10% to -15% pullback in miners? CLSK still looking very strong. Giving back some of the gains from last week which is perfectly normal given BTC movement so far this week. Post US election this stock will be ready to EXPLODE. Image

$Quantum Computing Inc.(QUBT)$ 's quantum computing play firing! Daily chart rounding bottom ready to break, policy tailwinds boosting rare asset. High volatility but cutting-edge sector - bullish on breakout!

$Phunware, Inc.(PHUN)$ After experiencing a prolonged decline in our top-line revenue, Phunware may now be at the lowest point in our journey, poised for a turnaround. With bookings totaling $1,746k, we could be standing at the dawn of this recovery. During the recent stock rally, we seized the opportunity to raise capital through ATM equity sales, positioning ourselves more favorably to further invest in our operations.

$Trump Media & Technology(DJT)$ It’s definitely an interesting topic to think about! If Trump wins, I can see DJT potentially hitting around $60. His supporters will likely rally behind him, and that could boost demand. On the flip side, if he loses, I think it might drop to around $5 as uncertainty could shake investor confidence. It all comes down to the political landscape and how people feel about his policies moving forward. What do you think?

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC is really on fire right now! The growth momentum is strong, and the earnings just keep coming in faster than anyone expected. It’s pretty amazing to watch. Every time they release results, it’s like another surprise, and that’s been driving the stock price up consistently. As someone who’s been following TSMC closely, I can’t help but feel excited about what’s happening. Their ability to not just meet, but exceed expectations, is such a testament to their leadership in the semiconductor industry. I’ve got my eyes peeled for what’s next because I truly believe this is just the beginning of something even bigger. With all this momentum, I’m feeling pretty optimistic about holdin

$Taiwan Semiconductor Manufacturing(TSM)$ There might be some ups and downs with TSM in the coming years. Whether it’s a dip in AI demand or the looming threat of an economic recession, I see those fluctuations as golden opportunities to snag more shares. I’m not worried about short-term volatility; I’m all about the long game here. For me, TSM is a Strong Buy, hands down. This isn’t just a stock I’m looking to flip; it’s a long-term hold that I plan to own forever. I believe in the company’s potential and the vital role it plays in the tech landscape. So, if the price dips, I’ll be right there, ready to add to my position and ride out the storm. It’s all about patience and conviction for me!

$Taiwan Semiconductor Manufacturing(TSM)$ All big chip manufacturing equipment companies ( $ASML Holding NV(ASML)$ $Applied Materials(AMAT)$ $LACROIX GROUP(LCRXF)$, ...) are down given $Intel(INTC)$ and $Samsung Electronics Co., Ltd.(SSNNF)$ are having 3nm production issues and rethinking their investments in EUV. This means only one big player is left and that is TSM. Irrespective of what Donald Trump says, someone gotta make chips for the USA. Not many out there left. More demand for TSM.

$iShares Semiconductor ETF(SOXX)$ The index hit a new high before pulling back today. As long as it holds above recent support levels, the uptrend remains intact. Crypto is expected to rally to new highs after the dip, completing the wave pattern. $iShares 20+ Year Treasury Bond ETF(TLT)$ bonds offered the best buying opportunity this week.

$Trade Desk Inc.(TTD)$ ’s rebound feels solid! With AI boosting efficiency and ad budgets recovering, its leadership in digital ads stays strong. Holding on to ride the industry’s growth tailwind!

Raise your hand if you regretted not sell at $40, 30 or even at $26 !!$Palantir Technologies Inc.(PLTR)$