$Microsoft(MSFT)$ META just said they are increasing AI spend next year! We are still just in the 1st inning. MSFT just said companies are seeing a benefit from AI ! Next year companies will show efficiency improvements and productivity will increase. I am long MSFY so the long term growth story of MSFT warms the cockles of my heart. And generates income.

$Phunware, Inc.(PHUN)$ I can't believe it! I've been following Phunware since August, and here I am, just kicking myself for not getting involved. It’s like watching an awesome movie from the sidelines, feeling that excitement but never actually jumping into the action. I mean, I see the potential and the buzz around the company, and it's just driving me a little crazy.

$Taiwan Semiconductor Manufacturing(TSM)$ Despite challenges, $Intel(INTC)$ and $Samsung Electronics Co., Ltd.(SSNNF)$ face hurdles in yield rates and scaling, leaving TSMC with a strong grip on advanced nodes like 3nm. TSMC’s relationships with key clients like $Apple(AAPL)$ and $NVIDIA Corp(NVDA)$ give it pricing leverage, and its role as a “silicon shield” makes it geopolitically critical. Given these strengths, dismissing TSMC as merely overvalued overlooks its robust market position and future potential. The Company Behind the AI Revolution!

$MicroStrategy(MSTR)$ lol no one is banning bitcoin. Its a major global asset. You're seeing this the wrong way around. It is being more integrated into society every year, not less. No one is stopping Bitcoin at this point. Price will go north of 100K next year, an adoption will continue year after year after year because it's the best money humanity has ever had, and every year more people realize that. Don't ignore the fact that MSTR spent like $10 billion dollars on Bitcoin. They were a billion dollar company before they started buying Bitcoin. Now they've bought $10 billion dollars of Bitcoin currently worth ~$17.5 billion. That's why they've 20x'd or whatever, because they have almost 20 times as much Bitcoin as wha

$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ is totally riding the AI hype train. That's why Jensen is feverishly promoting AI. Any perceived slowdown would pop the bubble big time for NVDA. AMD benefits from AI hype to a much lesser degree than NVDA. Although AI is certainly a huge opportunity for AMD there are other irons in the fire. Note that AMD has a significant amount of CPU revenue from datacenters. If there's an AI slowdown then CPU capital spending in datacenters might increase as purchasing patterns revert to the norm. Looking at AMD and NVDA it's clear AMD has a more diverse revenue stream. XLNX brings embedded which is a large untapped market for AMD. Game conso

$Palantir Technologies Inc.(PLTR)$Honestly, it sounds like a solid hold to me. If I bought in the teens or 20s, I’d definitely want to stick around. Right now, it’s consolidating around that $41-$43 mark, which shows it’s finding some stability. Even on a rough day, it’s still holding above $40, and that’s a good sign. Plus, with those earlier buys, I’d be sitting pretty if it starts climbing again. Patience is key,

$Palantir Technologies Inc.(PLTR)$ As I understand it, you concentrate for growth and diversify for safety. I have one growth (or speculative, if you prefer) position which is PLTR. The rest is in dividend paying stocks appropriate for my age. About 45 positions there in that portfolio.Back in my electronics days, I watched a friend cash out of $Apple(AAPL)$ for $20m after investing only in that stock (and a little $Cisco(CSCO)$). So, I'm just doing this to see if I can do half of what he did. 1/10 of the way. It will have large swings, but I think it's a highly disruptive company and will

$Meta Platforms, Inc.(META)$ What trader doesn't like buying/trading a dip. Especially catching a solid company like Meta on a huge correction like what happened in 2022. My point is, the same caution isn't being used with the other Mag 7 and one could argue Meta had performed better than other Mag 7 before and after the correction. Even now, Meta has been the most consistent innovator, but doesn't get the same love. I honestly think if Zuck was as revered as Tim Cook, META would easily be double its current market cap. Which ticks me off a little as a long-term holder of META since the ipo.

$Advanced Micro Devices(AMD)$ Closed with another backtest BUT even better here. Backtested the final SMA of 200SMA @ todays low today and formed a bullish hammer today. This is a very good sign of Chips reversing / pushing higher. I stopped out. Chart still looks bullish. Targeting 163, 169 here in the next 2 weeks. Don't miss the next moveImage

$ASML Holding NV(ASML)$ ASML - bought at $723. If you like company, why would you wait to add? The sell off has been large - from $1100 to $680. Something that seems to not have received much attention is that year over year Q3 bookings were flat. Last year also Q3 bookings were about Euro 2.5 billion. Perhaps there is some seasonality. In any case, I am in for the long term.

$Taiwan Semiconductor Manufacturing(TSM)$ since the second half of last year, my main focus has really been on gold and TSMC. But now that it seems like the U.S. is avoiding a recession, I’ve come to the conclusion that gold probably won’t be able to keep up. At this point, my core investment is all about TSMC. It just feels like the stronger play. Gold had its moment as a safe haven, but with more certainty in the economy, I think TSMC’s growth potential far outweighs what gold can offer right now. I’m locking in on TSMC because that’s where I see the future.

$Santech Holdings Limited(STEC)$ When it comes to STEC, I’m a firm believer that there’s no such thing as a random rally. The stock always seems to move ahead of the good news—it’s like the price knows what’s coming before the headlines even drop. You can almost feel it; the smart money seems to have the inside track, and they’re making moves well in advance. I mean, when a stock starts climbing, it’s usually not by accident—something’s in the works, even if we don’t see it yet. So, yeah, I’d say the recent surge isn’t just a fluke; there’s likely some positive momentum behind the scenes driving it. Who else feels like they’re trying to catch up with the market here?

$Meta Platforms, Inc.(META)$ I've been saying this all along: **"Buy on every dip."** If you followed that approach with Meta, you've been **amply rewarded**. Meta’s strong Q3 results are expected to keep impressing, even as some consider the stock overvalued. But for long-term investors, the dips have proven to be golden opportunities. Every time the stock pulls back, it has given buyers a chance to capitalize, and those who did are now seeing the benefits. Even amid discussions about overvaluation, Meta’s performance continues to justify the strategy.

$SoFi Technologies Inc.(SOFI)$ Can we all agree that this is a real company, a real bank, a real consumer focused financial business model, and they will likely be around if they continue to run the game plan they've been talking about for years? Sure, they are only making pennies of eps today but it's a growing business that seems to be building strong fundamentals. Let's not go back to selling it down to $7, let's support back to $20 on the steady strengthening. Let the shorts finally cover and exit, letting the real owners ride into a solid long term story.

$NVIDIA Corp(NVDA)$ NVDA is currently a relatively cheap Growth stock whose “PE will be in decline” over the next 3 to 5 years! *** NVDA’s hyper growth business is projected to accelerate even greater with initiating shipment of its Blackwell super chip cluster — its HUGE game changer in AI innovation; that will take NVDA’s hyper growth business to another level of outperformance for the next 3 - 5 years, and is currently on a relentless pace to become the the most valuable company by market cap in the entire investing universe!

$Top Wealth Group Holding Limited(TWG)$ Generally speaking, stocks priced lower tend to catch investors' attention first. This can create a rush to accumulate shares, which helps the company build the necessary liquidity. For Top Wealth Group, this influx of capital is crucial because it sets the stage for potential earnings growth down the line.Investors are likely seeing the value in getting in early before the price rises further, and that initial excitement can help propel the stock even more. It’s all about that momentum! Plus, with the additional funds from the issuance, Top Wealth can invest in growth opportunities, develop new products, or even expand operations. So, while the initial attraction of a lower price is

$Sea Ltd(SE)$ SE didn't have the strongest close after being up over 5% earlier, which isn't too surprising given the extended move it had. The weekly chart shows a clearer picture of the longer-term potential, and while a pullback might happen, I see that as a buying opportunity. The recent strength, combined with the overall trend, suggests that even if it cools off a bit in the short term, it could still be a solid play in the long run. I'm keeping an eye out for a dip to add more to my position.

$Meta Platforms, Inc.(META)$ I added some drawing lines to show essentially what a move could look like that takes meta higher, and just as easy, earnings could be the a drop that goes below 400.So price targets are marked.There is a big area in price here where the move to the upside could be pretty decent.I have a few charts for meta however this one is the most likely outcome.Former rejection lines are now support.META could easily see 900 levels.META could easily see 300 levels.Timing isn't really important here.Watch for a BIG earnings drop.Otherwise if we catch support, it could easily spring up.Again, I know this isn't really an answer for exact price.However, the trends are important, and we could easily see somet

$Celsius Holdings, Inc.(CELH)$ Based on the latest information available, Celsius has experienced significant positive movement in its stock price. Here are the key points:- Stock Performance: CELH has shown a notable surge, with reports indicating a rise of over 8% in pre-market trading and confirming a major breakout. The stock continued its upward trend with an increase noted at various percentages, like 11.57% and even mentions of it being up nearly 12% on the day.- Market Sentiment: Sentiment around CELH on platforms is described as "extremely bullish." There's a strong positive outlook among investors and traders, with some predicting further significant increases, like a potential 150% upside if certain price level