$Advanced Micro Devices(AMD)$ It's a long game. Now it's $NVIDIA Corp(NVDA)$ 'a time apparently, but as the years go on ML will be integrated from Center to Edge. That's AMD's game. AMD's partnership with $Intel(INTC)$ to ensure X86 superiority is a key long term move.Dr. Su...Dr. Su quite a strategic thinker. INTC has been bypassed....for now...maybe for good? NVDA is a specialist. AMD will win the long term game, IMHO. There is something else: LLMs are crude representations of NNs. They do what they do through crushing and very expensive power....100,000 GPUs really, why so small. This sort of inefficiency sets up disruption.

$Taiwan Semiconductor Manufacturing(TSM)$ Dismissing TSMC as "overvalued" misses the bigger picture: TSMC is not merely a semiconductor company—it’s the backbone of the global tech ecosystem. So basically, TSMC’s unparalleled leadership in advanced semiconductor manufacturing, strategic geopolitical importance, and robust financials position it as a highly valuable long-term investment.

$Amazon.com(AMZN)$ I think Starlink is ways ahead and with the backing of SpaceX, it's doubtful Amazon Project Kuiper will ever catch up on cost and performance. On the other hand, with Amazon's easy path to customer acquisition, I think it can be a strong competitor and it's probably a two-horse market, which will end up being attractive for both.

$NVIDIA Corp(NVDA)$ the market is definitely savvy and always on the lookout for potential upside in earnings and revenue. NVIDIA two years ago was trading at what seemed like a bargain, but they’ve since proven their worth by blowing past earnings estimates.That’s the thing with growth stocks—if a company can consistently exceed expectations, it can change the whole narrative. Investors start to see the potential and value in a way that can drive the stock up significantly. If NVIDIA continues to innovate and show strong results, it might surprise us all again. It’s a reminder that staying on top of earnings and market trends is crucial for making informed investment decisions!

$JD-SW(09618)$ Yeah, JD was just hovering a little over 100 before, and then boom—it shot up. I took a closer look, and honestly, the rise seems pretty steep considering we're heading into Singles’ Day. I mean, you'd think with all the promotions, they'd be ramping up for some serious action. But instead, the stock's already run up so much. Makes you wonder if all the hype has already been priced in, and now they're just riding the wave before the sales actually hit.

$Marathon Digital Holdings Inc(MARA)$ Mara Holdings really surprised me with its incredible bullish momentum! I remember entering at $15.77, and it felt like a wild ride from the get-go. Watching the stock hit all my profit targets was just exhilarating. It’s like every time I checked, the price was climbing higher and higher, and I couldn’t help but feel that rush of excitement.

$Advanced Micro Devices(AMD)$ AMD sharp correction after the AI event, re-tested and held the rising 50 SMA. Sentiment is horrible on this name. Whales w $40M in November 160 calls still in position, which shows conviction. Chart is not the most bullish, but 50 SMA is rising and price held. AMD is flexing its muscles with a 2% jump, proving it's more than just a chip off the old block! With significant Power Inflow at $154.73, get ready for some bullish vibes. LongImage

$Coinbase Global, Inc.(COIN)$ COIN Trade Idea: Oct 25th 230C 💡Trigger: Above 216 📈Target: 238 🎯Stop: 210 🛑Closed at 220.21. COIN broke out above 200 last week and closed at 220 on Friday. IF COIN can defend 216 as a higher low early this week we can see a move to 272 this year. Calls can work as long as 216 holds. COIN has been basing in a range for most of the year, especially since March. Let's see if COIN can run to 300+ Q1 2025.Image

$Meta Platforms, Inc.(META)$ META share price crashed in 2022 and the reaction was - we need to massively cut spending. That movement has been very successful and this is an extension of that policy. Meta is letting its employees know its not fucking around with company money. That's why META share price up 64% in 2024.

$Santech Holdings Limited(STEC)$ Wow, did you see STEC’s wild ride? I mean, in just ten minutes, it skyrocketed 7.45 times! My heart was racing—what a rush! It felt like I was on a rollercoaster, and just when I thought I could catch my breath, it plummeted down by 2.16 times. Seriously, my stomach dropped. Honestly, this kind of volatility is both exhilarating and terrifying. One moment, I’m thinking I should jump in and cash out, and the next, I’m questioning my sanity for even considering it. I know some people thrive on this chaos, but for me, it’s like walking a tightrope.

$Santech Holdings Limited(STEC)$ I sold Santech Holdings Limited way too early, and now I’m kicking myself—seriously, it’s maddening! If I’d just held on a little longer, last night could’ve been a **6x** payday. It's one of those moments where I just sit there thinking, "Why did I let go?" But hey, You win some, you lose some. Still, it's hard not to feel frustrated when a stock I believed in ends up skyrocketing right after selling. Lesson learned, though—next time, I’m going to trust my gut and hang on a little longer.

$SoFi Technologies Inc.(SOFI)$ Went shopping. I think with rate cuts coming, this is only the beginning for the SOFI rally. I'm thinking $13 EoY, could hit 20 in 2025. Fortress is the first of many coming deals in FinTech.Image

$Apple(AAPL)$ Lock in my gains before they evaporate? I am a long-term Apple investor and my gains are well over 1000 percent. I don't think those gains are going to evaporate. Apple is a great company and a buy and hold stock, enjoyed two stock splits, Apple has a nice percentage of my portfolio. Waiting for dividends to have larger increases

$NVIDIA Corp(NVDA)$ I understand the negative sentiment surrounding NVDA’s high stock price and its declining continued ability to grow at astonishing rates (one cannot exceed the physical limitations of foundry production capacity). However, NVDA is clearly a great long-term buy as they are leading the AI revolution with strong, consistent innovations that are catapulting human development forward (such as with Blackwell).

$Sea Ltd(SE)$ One of the more enjoyable elements of SE hitting $100 is that we went to battle with the market's perception when the stock was in the gutter. We didn't hop on momentum. We got in the trenches and rejected the market's thinking as it traded SE to $35/share. One of the most rewarding types of investment. Now 100%+ since in under a year. Incredible stuff and one reason I like bottom picking

$Meta Platforms, Inc.(META)$ I have always been bullish on Meta and have been advocating it to be a buy on every dip. After touching the all time high level of $602 it is now consoldating at $589 for the next move up to the $650 target which should be achived before the year is out. This price is a very tempting price to buy the stock which will shoot up after the 30oct results are declared.

$Palantir Technologies Inc.(PLTR)$ When PLTR was $9, it was all a scam because of share dilution. Now at $43 it's all going to fall apart because some insiders have sold some shares. It's funny how Nvida insiders can sell and no one says the sky is falling. I'm continuing to hodl. I don't care what it does in the short term. Even after the rally, there's still more room to rise