$XIAOMI-W(01810)$ Xiaomi is late, but having an established brand image/name is a plus. The SU7 has received significant coverage in China, which is a sign of strong branding. The key question remains around mid to long term brand price positioning (maybe above XPeng and below Nio?). Having a charismatic leader is a plus in a world increasing susceptible to Messiah marketing and one word labels.

$Meta Platforms, Inc.(META)$ FCF is to measure up how much of my cash generated from my operations after maintaining my infrastructure is free to do whatever I want. After that META wants to invest in growth. They could give it back to shareholders, keep it as cash, or invest it, and they choose the later.If we consider that 50% of capital expenditure of the last year was for growth and 50% for infrastructure maintenance (not even close), they would have generated 62.9B of FCF (kind of "normalized"), capitalized 18x, not 25x. Big difference.Meta has a ROIC of 26% and they are investing massively. We have to consider the growth they are having and will have, put it into value. Meta has to correct its price, but will get ba

$Coinbase Global, Inc.(COIN)$ Now when we resist shorts after extremely successful earnings it’s just a question of time when this stock will skyrocket to 350-400. Exercise in futility: trying to predict coin movement is easy, it will go up big and it will go down big, unpredictably. And that my friends is all we really know. We can't even predict when!! Just my observation, so enjoy the ride and make some money.🚀🚀🤠🤠🤑🤑

$Cloudflare, Inc.(NET)$ Cloudflare is best in the industry. Yes, it is expensive. But look at the growth. They are still guiding 30%. This will settle at $80. probably don't need to point this out, but if you have stop-losses set, they will get cleared out, so make sure you really want them there. Trade programs love stop-loss raids. Holding all shares, have cash if want more. picked up a bunch, now sit and wait.

$XIAOMI-W(01810)$ The first one I had was the Mi Mix 2, I fell in love with the design, but back then I bought a unit from china which I then switched to a global ROM but the experience was really awful. Sold after a month or two, not a great start. Long after I got a MI MIX 2S because I wanted to try again but this time i got a global version that I bought on Amazon, proper euro version and I loved it. Then it was MI 9T pro, Mi 10, POCO F4 GT and currently I'm on a XIAOMI 14. On the side I have a MOP 2s and 2 security cameras. Everything works fine.

$NVIDIA Corp(NVDA)$ big TSLA breaking news with china will be big for NVDA...more AI huge market open up....here is a paragraph from an article : "Enabling FSD in China would provide a buffer to Tesla's declining EV sales by accelerating its diversification towards autonomous technologies, artificial intelligence and humanoid robots and operating a fleet of millions of autonomous vehicles.

$CleanSpark, Inc.(CLSK)$ the “smart money“ actually owns both and buys more on every pullback. I hope this helps but I don’t know if you’ll listen. One thing is certain: only fools would spread trade these two stocks. It’s inevitable that they’re going to miss out on the big gains by failing to take advantage of the sustained runs and profits when they move consistently together most of the time. They have a correlation above 80%

$Coinbase Global, Inc.(COIN)$ I’d add that you probably missed the explosive growth of Coinbase’s Base chain, how much money it’s generating and how their new web wallet is game changing. If you do not actively use defi and crypto there is a lot you would not know. There is a lot happening on the Base chain including decentralized social and payments.

$Alphabet(GOOG)$ Dry detailed analysis of a great company with some minor flaws. Cloud as mentioned could add 40 billion in revenue this year and at 10% margin return 4 billion instead of losing 4 billion which is a significant turn around. In 2-3 years Cloud could generate 60-70 billion in revenue and if margin expand to say 15% add 10 billion in profits. Cost containment is my concern as Google seems to hire at will and offers very high compensation as well as SBC which costs around 30 billion currently. This needs to be better managed. Buybacks were not highlighted but the 70 billion yearly buyback should not only continue but possibly be augmented . Currently about 300 million shares are being retired after SBC which

$Marathon Digital Holdings Inc(MARA)$ That's exactly the point, all the threads are flying and Mara went down 5% today and she did herself a favor by fixing a little something here doesn't smell goodTh Runes protocol allows people to etch and mint tokens on the chain. The launch of the protocol over the weekend triggered a spike in network fees on the Bitcoin blockchain...BUT its not enough to insure proftability ...its only 15% of miner revenues network transaction fees..not enough ..

$Coinbase Global, Inc.(COIN)$ Securities and Exchange Commission lawyers, Michael Welsh and Joseph Watkins, resigned after a federal judge sanctioned the SEC for "gross abuse" of power in a crypto case related to a Utah-based crypto company named DEBT B. SEC has no ability to regulate crypto as it needs to be defined by law that it is a security or a commodity as it’s been found to be both by different judges. SEC will most likely lose its case against Coinbase (even if on appeal). This recent news shows that SEC has a history overstepping what is legally under there regulatory limits

$Netflix(NFLX)$ If subscription growth is the most important metric, then when does it stop being so important?When the company hits 300M subs? How about 500M subs? Maybe it's 1B subs?How about when every man, woman, and child on Planet Earth are signed-up? Then what, Mars??No one believes their subscription numbers anyway, right? And WHO decides when enough is enough? Barron's? Fortune? Some Ivy League analyst?Apple figured out this ridiculous no-win argument back in DEC 2018 when they stopped reporting hardware unit sales, since this data did a terrible job revealing Apple's real business health -re: App Store, Apple Music, ApplePay, AppleTV, etc.AAPL is up 400% since then, even with their current selloff.So, kudos to N

$Marathon Digital Holdings Inc(MARA)$ He went all in at $17 bought 500 shares risked $8,500 and made guaranteed $250-30% capital gains. So when it’s $20 a share he will buy back in with $8750 and only have 437.5 shares. Instead of just holding and cashing out at $30+ and having a 2x I just don’t get it. Stop selling and it will go up faster.

$Netflix(NFLX)$ The Markets delayed recognition of NFLX might, and phenomenal Te Earnings Report— is a Great advantage for NVDA’s longs, and “savvy enterprising investors” — because it gives them an ample and fabulous opportunity to buy more of a Great business at a bargain price!👌💰🖖reports stellar earnings, and it drops almost 5%. What a joke! This market is so freaking rigged, and they don't even try to hide it anymore. Ppl do what they want, whenever they want, without consequence. What a joke this market has become.

$Microsoft(MSFT)$ MSFT may be a bit weak at the moment due to operators' pump & dump antics, but the company is investing (AI, Cloud....) and is well-managed - so wait for the profits later showing the growth everyone wants to see. The only problem is it takes a little time to materialize.MSFT's resilience in coming back from large price drops validates its underlying strength, stay long!

$Microsoft(MSFT)$ Earnings were up 11.5% last year and a large part of that was AI-driven Azure growth. This year is expected to be even better with both Azure and Copilot driving a large part of the revenue growth. Meanwhile earnings have and will grow at a significantly higher rate - 17.5% last year, and nearer 25% this year.

$Meta Platforms, Inc.(META)$ over 3 years passed after deleting my FB account, all my friends and coworkers are on Telegram, no ads, great source of news, more control of data, Instagram or WhatsApp - not to be trusted. Just saying. Meta may meet the ER, but the point is, they already lost and keep on losing a lot of the market share.

$Destiny Tech100 Inc(DXYZ)$ I signed up for their pre IPO free share giveaway program. My share "bounced" and was supposed to arrive in my account a week after IPO. It never did I emailed them and they actually got back to me. Said I didn't provide full brokerage account number. I fixed it They're sending out shares this week I'm surprised to say the least. It's one share in my case because I couldn't refer others But if the MO is to be retail trader friendly, at least they're sticking to their word and holding up their share of bargain in very small way. Nothing in their ToS for the program required them to (I read it) That's not to say this can't plummet. They're not in charge of that at all. They're at mercy of same market we are all at mercy o

$Amazon.com(AMZN)$ AMZN’s stock price tends to follow its OCF which is projected to increase dramatically over the next 1-2 years. AMZN is about to break up and away from the $185 resistance level. I would bet that is much more correct than the bears. In fact, my bet is in my shares owned. $130 cost basis.

$iShares 20+ Year Treasury Bond ETF(TLT)$ By November, where do you see the yield on the 20 year bond? I think abandonment of US Government debt as a viable investment is coming sooner than anyone expects and the yield goes to 15% in an optimistic scenario, 25% most likely and 33% pessimistic scenario. Election will cause a new rift in American politics. Too much government paper cause crowding out obviously worldwide economic collapse. chaos. The US is running out of policy options not just fiscally but monetarily. The best we can hope for is world war.There is no longer a safe haven on this planet except maybe Brazil or Argentina. And given history, that's quite ironic.