$Phunware, Inc.(PHUN)$ 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?

$CleanSpark, Inc.(CLSK)$ 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

$Taiwan Semiconductor Manufacturing(TSM)$ 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.

$SoFi Technologies Inc.(SOFI)$ 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.

$TENCENT(00700)$ Good companies have a way of taking care of themselves, right? No need to stress too much. I’ve got a lot of confidence that Tencent will continue to perform. With the third-quarter earnings report coming up and expectations already being blown out of the water, I really think we’ll see the stock climb to HKD 595.The fundamentals look solid, and when a company consistently surprises on the upside, it speaks volumes. I’m definitely not worried about Tencent’s ability to keep pushing higher—it’s just a matter of time before it gets there!

$Micron Technology(MU)$ If the trends in artificial intelligence (AI) are more than just hype, memory chips produced by Micron are likely to experience a substantial surge in demand. With the rapid advancements in AI, the need for high-performance memory solutions, such as DRAM and NAND chips, is set to grow exponentially, as they are essential for training and running AI models. Given this outlook, we have made MU one of our Top 10 Holdings, driven by a strong conviction that the stock will see significant upside. I believe that Micron’s strategic position in the semiconductor industry will enable it to benefit directly from the increasing reliance on memory chips, as AI applications become more mainstream. As AI technolog

$Marathon Digital Holdings Inc(MARA)$ MARA is showing signs of a potential bullish breakout. The stock has been consolidating between support at $16.24 and resistance at $16.63. The current price is near the middle of this range, offering a good entry point for a long position.Image

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ 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.

$Microsoft(MSFT)$ I'm definitely bullish on Microsoft! I see so many growth drivers for the company, especially with Azure poised to be a market leader in Cloud Infrastructure as a Service. That alone is going to boost their earnings significantly, and I believe we’ll see great things from them in the coming years. Honestly, I don’t think it's unreasonable to price Microsoft at a 15-20% premium to the market. When you’re dealing with a high-quality company like this, I think it’s a fair expectation. The way they continue to innovate and adapt gives me confidence that they’re not just keeping up but actually leading the pack.

$JD.com(JD)$ $JD-SW(09618)$ When the whole market is dropping but JD.com is still rising, it says a lot—those backing JD are the ones with deep pockets. It’s a clear sign that the big players have confidence in JD, even when the broader market is shaky. It’s not just random luck; there’s serious support behind it. Makes me think there’s something worth paying attention to here. The smart money seems to be sticking with JD, which is always a good sign.

$Tesla Motors(TSLA)$ the next few trading days could definitely see a bit of a rally, you know? The hype is real—Elon Musk is a marketing genius, no doubt about that. But honestly, I’m betting we’ll see a drop once people realize Tesla hasn’t quite cracked autonomous driving yet. I mean, it’s exciting and all, but let’s be real—it’s not happening this time. Maybe next year though, who knows? Fingers crossed!

$Meta Platforms, Inc.(META)$ Meta is well on its way to increasing it share price to well above $600+ by the following week and ending the year well above its $650+ target price, with the remaining 60 days including including tomorrow. Bottom line is he may overthrow Elon Musk as the richest man outside the cage, unless Elon Musk could pull a rabbit out of come it 10/10 robotaxi event. It is now a race between the Gen AI and who is the riches and it is going to get extremely competitive and interesting...

$Occidental(OXY)$ 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.

$JD.com(JD)$ $JD-SW(09618)$ 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.

$Alibaba(BABA)$ $BABA-W(09988)$ Well, it's been undervalued since the drop from the audit. But since then they diversified their portfolio, the audits over and this new policy gives them more resources, they have everything going for them. With China trying to keep their market from crashing, they'll likely not pay attention to BABA's business practices as closely. All this leads me to believe it's a relatively safe bet that they'll consistently grow. Now I do think it's been a bit over bought, but it was undervalued before. So I think increase a bit more, then it'll dip a bit, maybe 10-20% soon, then have a gradual increase to roughly previous levels before the audit. The guess

$Baidu(BIDU)$ $BIDU-SW(09888)$ If Baidu is undeniably recognized as the leading AI company in China, it's tough to predict an exact stock price, but let's have some fun with the speculation! In a hypothetical scenario where the market fully embraces Baidu's AI prowess and potential, a stock price of 300 or even 500 yuan per share could become a possibility, especially if the company continues to innovate, deliver strong financial results, and maintain a positive outlook for future growth. But remember, stock prices are influenced by many factors, so let's just smile and enjoy the thought!

$Micron Technology(MU)$ I accumulated a full position in MU over the past couple of months by averaging down to as low as $85 recently. MU was our 9th largest holding (in a portfolio of 26 stocks) a couple of days ago, and spiked to the second largest holding this morning. So I sold half at $113. I hope MU will continue to rise materially between now and the end of the year, since I still own the other half! If MU continues to be volatile, it should be fun to trade around our core position for fun and additional profit.