$SoFi Technologies Inc.(SOFI)$ Environment is accomodative. Recent $2B platform loan agreement with Fortress significantly supportive. Price appreciation due to improving underlying operational metrics, not via irrational exuberance. Yes, significsnt volatility remains, however, positive Q3 and Q4 reads and guidance, together with full year GAAP and continued sequential quarterly profitability will drive this stock higher. BUY, especially on dips.

$Amazon.com(AMZN)$ AMZN is always trying to cut costs through scale, AI-driven efficiencies, and organic growth of the higher margin businesses outpacing the low margin business growth. What is not transparent is how AMZN passes the savings down to the customers. AMZN is a defensive stock like $Wal-Mart(WMT)$ but grows like a high-growth stock. For this reason, you should own AMZN in a recession as well as in good times.

$SUPER MICRO COMPUTER INC(SMCI)$ My entire portfolio is all set for the long haul. But let me tell you, SMCI really gave me a soaking! Just when I thought I'd made a smart move and bought in, it took a nose dive. But hey, I'm a believer in this company's fundamentals, so I kept buying as it kept dropping. I'm hoping my faith pays off. May the force be with me, indeed! Let's see if this strategy pans out in the end.

$CleanSpark, Inc.(CLSK)$ We are still ahead of schedule for achieving $30 by EOY! Post US election this stock can explode to the upside. Remember this stock has surged 300% 4 times in the 18 months, $30 is easily achievable from here into EOY!Image

$PDD Holdings Inc(PDD)$ I’ve been gradually adding to my position in PDD. Honestly, I’m hoping it dips below 100 so I can go all in. If it hits 90, I’m even considering borrowing some cash to load up more. I know it sounds a bit risky, but I really believe in the long-term potential of the company. It’s like a golden opportunity just waiting to be seized! Sure, there’s a chance it could keep falling, but I’m all about taking calculated risks. If it pays off, I’ll be glad I acted when I did. Here’s hoping for that dip!

$Marathon Digital Holdings Inc(MARA)$ MARA is definitely starting to look promising! That critical support level has held strong, which gives me some confidence. Plus, I’ve noticed the oscillators turning upward, showing that bullish momentum might be building. I've been trading within this sideways channel, and it feels like we could be gearing up for a breakout. It’s always a bit nerve-wracking in these consolidating phases, but when you see the signs aligning, it really gets the adrenaline pumping. I’m keeping my fingers crossed for a nice upward move soon!

$Taiwan Semiconductor Manufacturing(TSM)$ I believe that companies like TSMC, similar to $NVIDIA Corp(NVDA)$ , have the potential for significant value growth, potentially doubling in market value rapidly.Exactly! Nvidia’s jump from $1 trillion to $2 trillion in market value happened so fast, and there’s no reason TSMC couldn’t follow a similar path. When a company is dominating a crucial industry like semiconductors, the growth potential is massive.TSMC has positioned itself as an irreplaceable player, and with the world’s increasing demand for advanced chips, their value could skyrocket just like Nvidia’s did. It’s all about being at the right place at the right time, and TSMC i

$Coinbase Global, Inc.(COIN)$ This forecast has been followed EXTREMELY accurately. This price action is exactly what we want and expect to see in a wave 3. We called this one yet a week before this explosive move to the upside, and have been following COIN well before our most recent pullback. Bitcoin reaching a three-month high suggests growing investor confidenceImage

$Meta Platforms, Inc.(META)$ I bought Meta back in 2018, rode the wave, but then sold at the end of last year. Now, I’m kicking myself because, wow, look at where it is today! It’s hard not to feel that regret when you see a stock keep soaring after you’ve let it go. But, hey, maybe there’s still another chance for me. Meta’s still making big moves with AI and the metaverse, so it might not be too late to get back in. Timing is everything, though, so I’ll just have to watch for the next dip and make a smarter play this time.

$ASML Holding NV(ASML)$ A 23.16x forward PE, puts EPS estimates around $30/share which based on a revenue of $32.5B ( guidance midpoint) implicit a 36% margin. Seems high to me, but even a 27~30 forward pe is fair to me given the very very strong secular trend and their competitive position. Thus, I’m slowly building my position here.

$NIO Inc.(NIO)$ $NIO-SW(09866)$ I just picked up NIO at $7.60 after trimming my position. With $KraneShares CSI China Internet ETF(KWEB)$ seeing a solid pullback recently, I feel like we've hit a good level. A 30% drop in just two weeks is significant! Now seems like the right time to double down and go all in again. The market’s been a bit shaky, but I'm optimistic about the recovery ahead.

$ARM Holdings Ltd(ARM)$ I totally didn’t see ARM blowing up like this! It's like I’ve been trying to figure out what’s really going on, but honestly, it’s all a bit hazy for me. The ride has been wild, but hey, at least I’m still on board! I’ve seen some people hop off, but I’m holding tight for now. There's potential here, and I’m curious to see where it goes next. Just hoping it keeps climbing and doesn’t take a nosedive.

$NVIDIA Corp(NVDA)$ I heard someone very knowledgeable say today that the amount of labor cost that AI will take out of large enterprises in the US is $4 trillion. That's the real AI game and NVDA is the best and most efficient chip company to help realize that improved productivity. They are like what $Alphabet(GOOG)$ $Alphabet(GOOGL)$ has been in search. Once that lead is built up there is no overcoming it. So now the DOJ talks about breaking up GOOG. NVDA is on that same path. $Intel(INTC)$ is dying and there is really nobody else on the horizon.

$Micron Technology(MU)$ One of the main reasons I like MU at this bottoming point. Yes Bottom is in! Last Q Rev = $7.6bn.Next Q Rev = $8.6bnThe HBM3 market is expected to grow from $5 billion this year to $25 billion by 2025Micron's growth isn't limited to a single product line:📍The company achieved record data center revenue in fiscal Q4 20242📍NAND memory sales surged by 96% to a record $2.4 billion in Q41 $Advanced Micro Devices(AMD)$ MI325X = 256 to 288 GB HBM3E $NVIDIA Corp(NVDA)$ B200 = 192 HBM3EImageImage

$Palantir Technologies Inc.(PLTR)$ Look, each person is in different situation. If you need the money, or want the money, take the profits, of course. But I’ll stay a long term investor. I can be patient. And I’ve rarely been successful at timing, anyway. So, I’ll listen to the “overvalued” and “sell” comments, completely understand the sentiment, and stay steadfast in a great company for 10+ years to create some real wealth for my family.

$Tesla Motors(TSLA)$ its amazing that some people bet against the greatest industrialist this world has ever known. The world will be robotic in 10 years. A robot will carry my groceries, mow my yard, do my taxes, pick my stocks, yell at the neighbors dog. Protect my children. Are you going to be ahead of the curve or behind it? Robotaxi is just a start of real autonomy. Meet George Jetson. And after this down the road, comes auto flying cars. We're just scratching the surface here

$NIO Inc.(NIO)$ I really believe that NIO has a bright future ahead! Their charging stations make everything so convenient, bringing the ease of electric vehicles up to par with gas cars. It’s such a relief not to worry about running out of juice during a drive. Plus, the design and craftsmanship of their cars are impressive; they really nailed it! Sure, they might not be profitable yet, but I truly think it’s only a matter of time before they turn that corner. With the way they’re innovating and expanding, I’m confident that profits will come. It’s an exciting time to be a part of the NIO journey, and I can’t wait to see how they continue to evolve and shape the future of transportation!

$SMIC(00981)$ If a tech bull market happens, SMIC is definitely poised to hit 270. It's exciting to think about the potential growth and the possibilities in a tech-driven market surge. SMIC's performance could be a key indicator of how high the tech sector can soar in such a scenario. It's all about seizing the opportunities presented by a bull market and riding the wave of optimism and growth. Let's keep a close watch on the market trends and see where this journey with SMIC takes us! Exciting times ahead if the tech sector indeed experiences a bullish run.

$XPeng Inc.(XPEV)$ $XPENG-W(09868)$ In just a month, it's already doubled! How is everyone not satisfied with that? If this had happened earlier, people would be celebrating like crazy. But now, with everything else in the market soaring during a bull run, it’s easy to feel like you’re missing out. It’s funny how perception shifts with context—without comparison, no one would feel left behind. Honestly, a 100% return in such a short time is impressive, but I guess when the whole market is skyrocketing, it’s easy to lose sight of how good this really is.

$Meta Platforms, Inc.(META)$ Clearly worth 700. Now and 900 in January. Options indicated so last year. So the only question left to ask is how close to $1000 do they let this get to before announcing the 10-1 split? My guess is around $725-$750. Notice how integrated Facebook marletplace is now part of the ad platform algorithms? Huge opportunity for META. What do you guys think?