$Phunware, Inc.(PHUN)$ In October 2024, Phunware caught my eye with a significant surge in its share price, reaching an interim high of $14 in recent weeks. This sparked my interest, leading me to delve deeper into the company. I found that Phunware is an innovative early-stage disruptor, offering a high-risk, high-reward opportunity for speculative investors. Although it doesn't align with my personal risk appetite, the company is introducing a novel approach for businesses to engage with mobile audiences. I admire their innovative spirit and, for now, I'm taking a neutral stance on the shares.

$SoFi Technologies Inc.(SOFI)$ I could be wrong… but talking with our son & his mid 20’s friends they see SoFi as the modern institution that understands the way they think and do things. While I personally may be on the fence of it I do see where it could become the way forward. Adding when I can, and to balance my holdings, it’s been up 30%+ so who am I to complain

$Amazon.com(AMZN)$ AMZN is playing in 7 $1+ trillion industries. So, they don't need to keep inventing new solutions. They can just execute on those 7 mega markets, and that will be a huge success. Along the way, they will keep finding new solutions to new problems and enter new markets. Amazon is an amazing company. I have a good bolt, but wish I had more!

$CleanSpark, Inc.(CLSK)$ Here is a "Livermore's Speculative Chart" or "Livermore Cylinder" which refers to a pattern or methodology in technical analysis inspired by the famous trader Jesse Livermore.At present, one could argue that we are in the final process of the Accumulation Cylinder. This pattern might suggest a period where a stock or an asset's price moves within a tight range before potentially breaking out. This could be likened to Livermore's idea of stocks accumulating or distributing at certain price points before making significant moves.If Livermore's speculative chart is to be playing out here, perhaps CLSK stocks price could surge to prices even higher than the most bullish expect.. Time to get the popco

$PDD Holdings Inc(PDD)$ PDD’s overseas expansion! It’s definitely a bold move, and yeah, it’s burning through a lot of cash right now. But if they can establish those brands over the next couple of years, it could really pay off. Once the marketing expenses drop to levels similar to what we see in China, they might start seeing some serious cash flow. Just imagine the dividends we could be looking at down the road! It’s all about patience, right? If they can pull this off, it could lead to a huge turnaround. So while it’s tough watching the spending now, I’m holding on to the hope that in a few years, we’ll be sitting pretty with those sweet payouts. Fingers crossed!

$Taiwan Semiconductor Manufacturing(TSM)$ I bought my first shares of TSM five years ago, and it’s been quite the journey! I’ve just kept adding to my position and haven’t sold a single share. I really believe in this company and its potential. I plan to stick with it for at least another five years, maybe longer! It’s exciting to think about where it could go in that time. I’m confident that patience will pay off, and I can’t wait to see how this strategy unfolds. Holding onto something I believe in feels just right

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC’s fundamentals remain strong, with impressive revenue growth and profitability, its current stock price appears overvalued . The stock’s premium valuation, combined with signs of being technically overbought, suggests that short-term caution is warranted. However, long-term investors who believe in TSMC’s AI-driven growth potential may find value in accumulating shares during future price retracements. Looking ahead, for short-term traders, the target exit price would be around $210-$215, capitalizing on overbought momentum. For long-term investors, a buying opportunity may arise if the stock retraces to the $190-$195 range

$Coinbase Global, Inc.(COIN)$ I gave you COIN at the absolute BOTTOM. Not only was I preaching for upside, but you can see that whales have been buying every single dip. If flow shows whales accumulating when the stock is ugly, that is usually my FAVORITE sign for a reversal. we did reclaim previous support which has been BULLISH previously for more upside during this trendImage

$Meta Platforms, Inc.(META)$ Meta’s Q3 earnings are coming up in just a couple of weeks, and there’s so much hype around it. I’ve heard analysts have already bumped up their expectations 36 times—that’s a lot of confidence! Honestly, with all the momentum, I wouldn’t be shocked if Meta breaks $700. Sure, it’s not quite on Nvidia’s level, but come on, Meta’s still a giant in the tech world. I feel like this could be a real turning point for the stock, especially with all the AI and advertising tech they’re pushing. If the earnings live up to the buzz, this could be another chance for a big run-up!

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I’ve been watching Alphabet’s stock closely, and honestly, the recent dip has me excited. Sure, there's been some downside volatility, but it looks like it’s just pulling back to a pretty solid support level. That’s where I see the real opportunity—especially with earnings coming up. It’s almost like the market is giving us a chance to buy in before the next move higher. We all know Alphabet tends to crush it with earnings, and I think this is the perfect setup for a bounce. Personally, I’d be loading up before the report because this dip feels temporary.

$NIO Inc.(NIO)$ $NIO-SW(09866)$ With China ramping up its stimulus efforts, I see a lot of upside potential for NIO. The stock is currently hovering around the 23.6% Fibonacci retracement level and staying above the 25-day and 50-day moving averages. This sets the stage for a potential recovery in the upward trend. I believe the first target could be around $7.70. If things go well, we might see a nice bounce back soon!

$ARM Holdings Ltd(ARM)$ I’m really bullish on ARM right now and feel like it’s a great time to jump in at these price levels. I’ve decided to establish a long position and set my stop-loss just below $106.50 to protect myself from any sudden swings. It’s all about finding that sweet spot, right? I honestly think if the momentum continues to build, we could see the stock break past $172 before we know it. There’s so much interest in ARM, especially with its role in cloud computing and everything. The excitement around the tech is palpable, and I can’t help but feel it could really take off. Sure, there are risks—nothing in the stock market is guaranteed—but I’m hoping to ride this wave and capitalize on the potential here.

$NVIDIA Corp(NVDA)$ See that the competitive advantage of NVDA is much bigger and much more sustainable over time than $Tesla Motors(TSLA)$ ’s was. Other than this, consider their price power and the margin…not only the revenue growth.. Not to mention that semiconductors industry is the best by far, and the one with more growth potential ahead.

$Micron Technology(MU)$ If Micron is considered overvalued at an 11x P/E due to its cyclical nature, the same logic should apply to $NVIDIA Corp(NVDA)$ and $Advanced Micro Devices(AMD)$ , which are also cyclical businesses. Both NVIDIA and AMD are heavily dependent on AI-driven demand, yet they trade at much higher P/E ratios, around 33x. This discrepancy raises the question: why is Micron seen as overvalued, while NVIDIA and AMD aren't, despite facing similar market cycles? Micron's lower P/E suggests it is priced more conservatively, offering a cushion if AI demand falters. In contrast, NVIDIA and AMD’s high valuations assume sustained AI

$Marathon Digital Holdings Inc(MARA)$ Allocating more to MARA, even tempted to sell some $MicroStrategy(MSTR)$ for it Institutional ownership increased massively over the last month, and is up 52.81% in the most recent quarter and now sits at ~60% of shares - outrageous backing that is completely the opposite to recent retail sentiment. Big big opportunity here ImageImage

$Palantir Technologies Inc.(PLTR)$ Meme stock, is a stock like Gamestop, which is a broken stock, a broken company, that some pussycat mesmerized some young gullible "investors"..."cough, cough", and a ridiculous rally followed, . No credible analyst will follow a meme. PLTR, is debated daily on multiple fronts, not just when there is a "meow". With PLTR you need vision and patience. This is NOT a trading stock

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I’ve been closely analyzing Google’s performance lately, particularly in comparison to $Apple(AAPL)$ . It’s clear to me that Google’s diverse portfolio, which includes Search, Cloud services, YouTube, and the upcoming Gemini project, positions it as a strong long-term growth driver. What stands out to me is how Google is not just keeping pace but actually outpacing Apple in terms of revenue and earnings per share (EPS) growth. In fact, Google seems to be growing at nearly double the rate of Apple, which is quite impressive. This rapid expansion really leads me to believe that Google has a more dynamic

$NIO Inc.(NIO)$ I’m really optimistic about NIO’s battery swap station expansion! During the recent National Day holiday, it was crazy how hard it was to find charging stations. That really highlights how practical battery swapping can be as a service. I mean, who wants to spend over an hour waiting to charge when you can just swap a battery in about 10 minutes? It’s such a game-changer for road trips! With more people adopting electric vehicles, the demand for quick and convenient charging solutions is only going to grow. NIO’s battery swap model could make long-distance travel so much easier and stress-free. I can totally see it becoming the go-to option for EV drivers. It’s innovative and just makes sense

$JD.com(JD)$ $JD-SW(09618)$ If JD's chart is reacting like $Alibaba(BABA)$ $BABA-W(09988)$ and $TENCENT(00700)$ $Tencent Holding Ltd.(TCEHY)$ after China's recent round of stimulus, then it looks like there’s some room left to climb. BABA has already gapped up toward $120, and TECHY is almost at $62, which seem to be their resistance levels on the 5-year chart. For JD, resistance was set around $62 back in 2022 and 2023, so it feels like there’s still some space for JD to run, especially if these stocks keep

$SMIC(00981)$ it's just a normal adjustment for SMIC, no biggie! Look, the Hong Kong stocks are so much cheaper right now, it's bound to bounce back up eventually. I mean, come on, it's just a temporary thing. We all know these markets fluctuate, and SMIC has got the strength to climb back up. So, I'm not worried at all. Patience, my friends, patience!