$SoFi Technologies Inc.(SOFI)$ SOFI is growing like a weed. Some don't like the stock, complaining that is makes no profit. Pardon me? Small companies typically use SBC as they can't pay high salaries. SOFI does as well, but this is NOT CASH, even as it is a charge against earnings. I usually take SBC out of earnings to determine how the stock is progressing, adn SOFI is doing just fine. I am long and enjoying the ride.

$Trump Media & Technology(DJT)$ I can't believe how much I've made on DJT—up 184% after buying in at $161! Honestly, it feels amazing. My target was $45, and now I’m just riding this wave. I've always believed in Trump, not just as an investment but as a leader. He’s truly the greatest president in my lifetime, and I’ve seen quite a few at 70 years old!

$CleanSpark, Inc.(CLSK)$ The entire market cap for US publicly traded Bitcoin mining stocks is just $29 billion. Wall Street and retail investors don't understand the importance of miners such as $CleanSpark, Inc.(CLSK)$ $Marathon Digital Holdings Inc(MARA)$ $Riot Platforms(RIOT)$ to the security of BTC. Watching miners soar to $500+ billion market cap during this Bitcoin cycle will be epic!Image

$PDD Holdings Inc(PDD)$ I’m really optimistic about PDD’s global expansion too! It’s exciting to see them making strides internationally, and I think there’s a lot of potential there. Plus, their market share in China seems like it’s only going to grow. I’m also hopeful that they can maintain their growth rate. If they keep pushing the envelope and innovating. I feel like they’re on the right track, and I can’t wait to see how things unfold in the next few years. Here’s to hoping for continued success!

$Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ 's main problem has been that it sequestered itself into a niche in both design and in manufacturing. Meanwhile, TSMC makes chips for mobile phones, AI accelerators, CPUs for servers, and the list goes on. It is in a much better position than Intel ever was, in my opinion. That doesn't mean that things can't go wrong of course, just that, with the benefit of hindsight, I think Intel was in a less advantageous position back then than TSMC is now.

$Taiwan Semiconductor Manufacturing(TSM)$ I’m all in on TSM! Seriously, I think this stock has some incredible potential for the long haul. Sure, traders might jump in and out for quick gains, but I see a solid path ahead. With the AI boom still gaining momentum, I believe we’re just scratching the surface of demand for those advanced chips. It’s not just about now; I’m talking about several years of growth that could blow our minds! As industries ramp up their AI capabilities, TSM is perfectly positioned to be the ultimate player in the game. I mean, can you imagine the possibilities? While others might chase trends, I’m in this for the long ride, watching the innovation unfold. Let’s face it, the extraordinary demand isn

$JD.com(JD)$ Over the past few years, we’ve seen big companies face public backlash, but none of it has really derailed their growth. For JD investors, the key is to stay above the noise and focus on true value. Let’s be real—emotional reactions have no place in stock investing. It’s easy to get caught up in the hype or panic, but that’s exactly what we need to avoid. The smart move is to dig deeper into the fundamentals, ignore the noise, and not let emotions cloud judgment. Long-term value always outshines short-term drama.

$Meta Platforms, Inc.(META)$ Meta’s been steadily consolidating above its 5-day moving average, which feels like a healthy pullback after hitting new highs. It looks like a natural cool-down rather than a sell-off, so I’m thinking this might be a great time to add to the position. It’s holding strong, and with earnings just around the corner, I’m tempted to make a move before the stock takes off again. The trend is still bullish, and if we get another leg up after the Q3 report, this could really be the moment to jump in and ride the next wave. Feels like it’s time to go for it!

$SoFi Technologies Inc.(SOFI)$I think SOFI really starts ripping soon One of the sharpest looking long term stocks out there. CEO was buying the bottom in the 6$ range. Feels like a really easy Long-term Hold I like the move overall, but I do kinda hope this doesn’t run too far too fast on momentum.

$HSI(HSI)$ It’s clear we’re in a tightening range now. The resistance levels keep dropping, while support is holding strong around the 20,000 mark. We're just waiting to see which direction the Hang Seng Index decides to break. It feels like a critical moment—whether it bounces up or continues to slide could set the tone for the near future. Let's keep an eye on it!

$TENCENT(00700)$ Earnings are the real backbone of any stock price! Sure, policy support, market sentiment, and a boost in confidence can drive things up, but the real long-term push comes from strong performance and consistent, better-than-expected business results. When a company delivers solid numbers, that’s when the stock has real staying power. With Tencent, I’m optimistic, especially as we head toward the end of the year. I’ve got my sights set on a target of HKD 595 before year-end. I think if Tencent keeps showing strong earnings and solid growth, we could easily hit that mark.

$NVIDIA Corp(NVDA)$ Stocks go up and then they go down, especially technology stocks with many healthy competitions especially in AI, this has already happened to $Tesla Motors(TSLA)$ with the cycle of about 3 years. My basis in the stock is $35. I have yet to sell a share but cannot seem to be very comfortable with owning the amount I do. In point of fact, their have been several prominent banking firm upgrades made in the last 30 days. The upgrades are based on the Blackwell systems ramping at scale off the charts demand.

$Micron Technology(MU)$ As I see it, MU has historically been perceived as a manufacturer of a commodity with lower margins, so it will take time for investors to accept that there is an increasing demand for its products. MU will continue to be volatile, which is why I am determined to "trade the heck" around my core position in MU, which I am doing as aggressively as possible from the long side. As you did, I sold half of my MU position at $113 the day after its earnings were reported, and started buying back that portion at $103 and again at $98. I plan to rebuild my prior full position if the stock falls to $94. This trading range for MU is a blessing rather than a curse.

$Marathon Digital Holdings Inc(MARA)$ I just added more capital to my MARA holdings. To the market makers giving me this opportunity.This is a tough one because the market cap is already quite high compared to others ($4.7 billion), but it's also got strong fundamentals, and will probably be the gold standard because of the combination of their massive stack and hash-rate.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I’ve been analyzing Google's financial projections, and the numbers are truly impressive. This year, the company is expected to generate around $320 billion in revenue, with projections of $360 billion next year and even $410 billion by 2026. When I look at these figures in conjunction with anticipated earnings of approximately $120 billion, it's hard not to feel optimistic about Google's future.What strikes me even more is that Google is operating without any debt, which gives it a significant advantage and flexibility to invest in new initiatives and technologies. This solid financial foundation places Google squarely in the same league as

$Microsoft(MSFT)$ $Tesla Motors(TSLA)$ PE is 90x earnings and their sales are down 7% and $Amazon.com(AMZN)$ has a PE of 39 so the valuation is less concerning given the growth drivers. Azure apparently has so much business they are farming some out to $Oracle(ORCL)$ while new Data Centers are being built. Microsoft has incredible leadership so I will continue to hold my 2011 position

$JD.com(JD)$ $JD-SW(09618)$ JD.com’s financials are rock solid, no doubt about that. Their revenue and profits continue to grow steadily, which is always a positive sign. What really sets JD apart is their moat—especially their self-operated business model and their logistics network. JD Logistics is still on an upward trajectory, and I can see long-term potential here. They’ve built such a strong infrastructure that it’s hard for competitors to catch up. For me, that’s enough to stay optimistic about JD’s future, even if the market has its ups and downs.

$Taiwan Semiconductor Manufacturing(TSM)$ I’m keeping TSMC as a long-hold in my portfolio, with no plans to sell in the next 3-5 years. Like Warren Buffett says, it’s better to buy a wonderful business at a fair price than a fair business at a wonderful price. For investors looking to start a long-term position, I’d rate TSMC as a solid long-term buy.

$Meta Platforms, Inc.(META)$ $600 just around the corner, maybe not tomorrow but next week for sure. Zuckerburg is quickly showing the world what a great business model he is single-handedly creating. What a visionary! This stock will be the most valuable in 12 to 18 months. Get on board, or get out of the way - your choice! Buy - buy - buy!