$Microsoft(MSFT)$ I firmly believe that Microsoft is well-placed to seize the market growth opportunities in cloud computing and AI, owing to its substantial investments. Given this, I am confident that Microsoft Corporation will sustain double-digit growth in both revenue and earnings in the coming period. Based on my assessment, I am reiterating my "Strong Buy" rating for the company, with a one-year target price of $550 per share. I am optimistic about Microsoft's potential and believe that it will continue to deliver strong financial performance, making it a compelling investment opportunity.

$Phunware, Inc.(PHUN)$ You know what? I’ve been thinking that keeping an eye on Phunware might be a smart move. I mean, even if you just grab a little bit, you could end up making enough to treat yourself to some good food—like a nice bowl of pig trotters rice or something! It’s those little wins that can really boost your spirits. Honestly, it’s like a fun gamble, right? You put in a little and who knows?

$Taiwan Semiconductor Manufacturing(TSM)$ While $Apple(AAPL)$ contributes a large portion of TSMC’s revenue, this relationship is mutually beneficial, with Apple relying on TSMC for its proprietary chip designs. The notion that Apple might shift to $Intel(INTC)$ ’s foundries is speculative and unlikely, given Intel's history of production challenges and TSMC’s proven capacity. Additionally, TSMC’s valuation reflects its unparalleled position as the primary supplier of advanced chips in a market with insatiable demand for semiconductors, driven by AI, 5G, and automotive applications.

$MicroStrategy(MSTR)$ Investors are laughing all the way to the bank. I’m up 450% on MSTR. People just don’t understand MSTR and the value that Michael Saylor brings by leveraging Bitcoin through ridiculously low 1% loans and contracts. He will buy another large quantity of Bitcoin very soon. I’ll slowly start my exit strategy once MSTR hits $400 per share. We are only halfway through this Bitcoin Bull run!!!

$Palantir Technologies Inc.(PLTR)$ Let’s say that based on the accelerated growth that Palantir is experiencing I would expect the company to grow into a sizeable tech company in the next 3 to 5 years. Whether that will also correspond with a 125$ share price, we shall see. I love the price target and hope they get there someday.

$JD-SW(09618)$ I think we’ll see JD stock dip for a few days before we get that classic capital pullback. It’s almost predictable at this point. First, the market reacts to any news—often overreacting—and then we see the rebound once investors spot a buying opportunity. JD's fundamentals are still solid, but the stock tends to move more on short-term sentiment than long-term potential. In my opinion, it's all about timing. The drop could scare some folks, but those who are patient (and maybe a little brave) might get rewarded when the big money flows back in. It’s just the usual stock market dance.

$Meta Platforms, Inc.(META)$ I seriously would like to know why is there so much more caution with META vs the other Mag 7?!? Especially when you consider they're all making similar bets on AI.Just looking at market cap we see $Apple(AAPL)$ and $NVIDIA Corp(NVDA)$ are racing to 4 trillion. While META stalls out at 1.4 trillion. Same with $Microsoft(MSFT)$ at 3 trillion and $Amazon.com(AMZN)$ at 2 trillion. However, seems Meta has been out performing/innovating all of the Mag 7 as of late. However, Meta has not been rewarded with similar market cap appre

$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ at all time highs while others semis still lagging. AMD still down 6% since its event on 10/11. The last time we had an event for AMD, we sold off initially but rallied within two weeks. We could see something similar happen this week as the two week period closes.Keep AMD on your watch for this week. It closed up 1.2% up and if semis can continue this momentum led by NVIDIA, we could see AMD rallying.

$ASML Holding NV(ASML)$ ASML is a quality company. The secular trend in terms of chips being used in so many areas is going to increase. Now the trend is picking up all over the world. the stock took a hit, it is not because of company specific issues. Waiting for more information to buy at the perfect price also has the risk of missing the opportunity. It is possible the stock may pivot from here. As always buy some and have cash to buy more if it goes down. The semi cycle might not peak until 2026 or even 2027, and we have years of boom left!

$Taiwan Semiconductor Manufacturing(TSM)$ My current judgment on TSMC:Short-term: I believes it’s likely TSMC’s best phase ever in terms of revenue, gross margin, and net profit, with strong guidance. Notes that TSMC is usually cautious, but signals strong demand for 2nm over 3nm, indicating a bullish outlook.Mid-term: I thinks it depends on whether AI slows down. If AI cools, it could significantly affect TSMC’s revenue and margins. Currently optimistic about AI's trajectory.Long-term: I believes overall semiconductor demand, driven by AI, robotics, and automotive, will see long-term growth. However, views the competition as a factor, noting $Samsung Electronics Co., Ltd.(SSNNF)$

$NVIDIA Corp(NVDA)$ Based on all of my research, I see three predictions for NVDA in 2024-25: $150, $175, & $200. According to some analysts, NVDA is already in 2025, so it could reach the $150 mark before New Years. Go ahead & do some profit-taking, but remember that this stock is highly volatile & could go in either direction. So, if you decide to sell when it's at $140 (which it hit earlier today), you might find that you have essentially sold yourself out of the market, if the stock continues to rise to $150 or higher. A similar thing happened to me a few years ago when I sold $Tesla Motors(TSLA)$ ; the stock continued going up & up & up. Ergo, I am inclin

$Santech Holdings Limited(STEC)$ I can’t believe how intense this whole situation is for Santech Holdings! Seriously, they’re really pushing hard to avoid getting delisted. It’s like they’re on this crazy rollercoaster, and every day counts. I mean, it’s not just about numbers anymore; it feels personal. If they can hang in there and meet those required days, it could be a game changer.

$Meta Platforms, Inc.(META)$ I consider Meta is one of top long-term investment ideas but would advise holding it for a slightly better entry point, preferably lower or earlier.I’ve put Meta on "hold" for now because, if asked directly, **"Should I buy Meta now?"**, my answer would be, **"Better a little lower, and even better if it was earlier."** That said, in the long run, Meta remains one of my top investment ideas. It’s a stock I believe in for its long-term potential

$SoFi Technologies Inc.(SOFI)$ With this announcement, Sofi continues ramping up the offense of the last week or so. Why does Sofi transitioning to the Galileo/Technysis core matter. IT'S A BIGGER DEAL THAN PEOPLE THINK. 1. More efficient bank operations...Sofi previously stated that once they adopted the entire Cyberbank core, they would save millions each year. 2. When they try to sell a major bank the Galileo/Technysis software, one of the major issues or hesitations would be that Sofi wasn't using it themselves, and no big US bank was using it... this helps tremendously in their ability to sell that software in the US and overcome those objections. 3. The mention of Sofi also using it for Comercial Payments not only h

$Apple(AAPL)$ How many years have I listened to these so called experts who said sell Apple? If I did I would have lost out on a 300% gain. Buffett is only selling some Apple because it now makes up too much of his portfolio. Any smart investor knows to diversify a portfolio if too much is in one investment. He still owns a ton of Apple and indicates it’s one of the best managed Companies in the world.

$Sea Ltd(SE)$ For me, it's all about consistently adding to the businesses I feel most confident about. Initially, $MercadoLibre(MELI)$ and $Sea Ltd(SE)$ each made up about 5% of my portfolio. However, over the last six months, I’ve been selling off other positions and increasing my stakes in these two. By reallocating my investments this way, I’m focusing more on the companies I believe have the strongest potential for long-term growth. This strategy helps me stay aligned with my investment goals and confidence in these particular stocks.

$Palantir Technologies Inc.(PLTR)$ The best company in $S&P 500(.SPX)$ is Palantir Technologies in 2024. Tremendous value and amazing sustainable competitive advantage. Palantir will be next trillion capitalization company in 10 years. It’s like $Apple(AAPL)$ in 1980s