$Alphabet(GOOG)$ The business is seeing real momentum and overall opportunity is increasing as customers embrace GenAIQ3 sales up 35% YoY to $11.4 billion; operating margin 17%The benefits of the AI ​​portfolio are: Acquisition of new customers, Winning larger deals, 30% more product adoption among existing customers

$Coinbase Global, Inc.(COIN)$ The recent surge in BTC and ETH highlights the increasing mainstream acceptance and the rising demand for digital assets. This growth could be largely attributed to a surge in institutional investments and technological advancements that make these assets more accessible and secure. As digital assets continue to solidify their place in global finance, it's becoming clear that we're witnessing a shift towards broader adoption. Exciting times for crypto investors, and there may be even more upside ahead as the ecosystem develops further!

$SUPER MICRO COMPUTER INC(SMCI)$ This was such an easy dip buy sub $45. This is what they do now to flush the stops, also to buy cheaper out of the money options, and then run it to the mooon. That was most likely the last flush and go.. This is happening over and over again is most stocks. Get use to it and make a ton playing it..

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I am all over the place. If hit hits 50% quickly I will close out. If it is up $300-$600 real fast I will close out. I like to capture the profit when it is available. I was up $2,100 on a bunch of SOXL…should have closed all but I did not. 30 minutes later SOXL went from $40 to $36 and I was down $1,500. Still holding but did sell more cash secured puts off lower price.

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ The reason I bought TSLL is simply because it has fallen too much this time, and I believe it will rebound soon. Plus, with Trump likely to be re-elected, I'm confident investing in Tesla, which I see as a Trump stock. These factors make me optimistic about the upside potential.

$SUPER MICRO COMPUTER INC(SMCI)$ delisting has already been priced into this. You think all the institutions and whales don’t know the risk while they are loading down here. I’m sure they don’t really care having it trade otc short term if they are taking in cash. Just look at what it was trading at in 2019 until now.

$Tesla Motors(TSLA)$ I added more TSLA after hour at 241.34...270 breakout . Load up now , hedgies has less time to cover. Before 8.00 PM ET expect a pop....They are toast, HUMANOID will replace humans. Demand of these products for 20K is huge deal. Better than hire a handy man

$Palantir Technologies Inc.(PLTR)$ Palantir is trading at a valuation much higher relative to its financials than the biggest tech companies and the consulting firms it competes with, thanks in part to a loyal army of retail shareholders. Based on a revenue multiple, it's more expensive than any other company in the S&P 500.

$Trump Media & Technology(DJT)$ With 14 million shares short, those short sellers must go to bed scared every night, knowing that the next gap up is just around the corner. They're not only facing the risk of the stock moving against them, but they also have to contend with paying over 20% interest just to maintain those short positions. That’s a hefty cost that adds up quickly!The question remains: how do they plan on covering 14 million shares when the average trading volume is only around 500k shares a day? That translates to approximately 28 days to cover their positions. If the stock sees a significant increase during that time, the pressure on shorts will only intensify.So, to all the longs out there, it looks li

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC (TSM) looks pretty solid. They have strong demand for their advanced 3nm tech and are seeing good growth in AI and high-performance computing sectors. Risks include potential overcapacity and geopolitical tensions impacting their supply chain. Also, rising electricity costs could affect profit margins. Long-term, their investments in new fabs and cutting-edge tech make them a promising play...

$Tesla Motors(TSLA)$ Indeed, The Tesla razzmatazz IS entertaining and peaks and valleys of the TSLA roller-coaster last three years “exhilarating”.Regrettably for Tesla investors the reality is that the regression line is flat and price the same $250, revenue has now stagnated and despite all their “exciting” initiatives overall profitability is slipping back towards zero.Investing in TSLA at this stage a triumph of hope over experience. Could have just bought the SPX…

$Micron Technology(MU)$ Usually, if they press down stocks that I like, I would add exposure. However, beware of the whole port strike debacle! If they selloff tech, because of the strike -> buy big when they bottom out and stabilize, reverse to the upside will be violent afterwards!

$PDD Holdings Inc(PDD)$ Took a buy-write trade on PDD as a swap for a losing trade on another stock ... not thinking it was gonna rocket the next several days, but eventually come back up over time. Was prepared for a long swing trade.Well, thank you China !!! Sped up the process quite a bit. Just wish we would have loaded more on PDD (as well as taken positions in JD and BABA). Shoulda would coulda ... hindsight is 20/20.Please now go to 140 and give us a problem of having to decide what to do with the 130cc position. Fill that earnings gap! Chinese stocks for the win

$Intel(INTC)$ INTC gets nearly $30 billion in CHIPS money plus additional money from states, and their market cap drops by about $75 billion. Where do the money go??If the govt is going to give away money, shouldn't it give it to well-run companies that are likely to succeed, and not to companies where it effectively incents failure?

$Micron Technology(MU)$ Hah! With all stocks in our portfolio, they are all high conviction holdings from my perspective.With regard to MU, I articulated in detail when I was accumulating MU the specific financial metrics that made me find MU an extremely compelling buy under $90. I think my point, notwithstanding my generalized universal verbiage, is that MU is not as much of a bargain as it was last week. But still worth owning at its current price.

$Tesla Motors(TSLA)$ I consider this a flat year for revenue and earnings, with acceleration happening next year, and believe that is the Wall Street consensus. I expect the primary issues for analysts will be the pace of the new factories and the potential for a new cheaper model. To the extent TSLA may miss expectations, Elon is pretty good at dangling some new prospect that excites the market. Moreover, it does appear to be the technicals and not fundamentals that are and have generally moved this equity for years, so why should we expect other influences to dominate in a month or two?

$Visa(V)$ I have owned "V" since its IPO way back in 2008. Never sold a share. If it were not for the continual "plethora" number of lawsuits over the years from our own and other governments of the world Visa most likely would be around $350 right now. So disgusting.

$GameStop(GME)$ I hadn't realized the extent to which GME had improved its Balance Sheet, Income Statement and Cash Flow. The Equity Valuation going forward will depend upon how they utilize their cash and how much additional capital they raise over time and at what prices.. IMHO this move may be sustainable and is far, far from over. I buy into the case for a near-term (12 - 18 months) double or triple and an eventual 10 - 25X or more. I am not prone to exaggeration or to allocating more than 10% to even my largest positions. I expect GME to be a significant contributor to Barometer's returns if Cohen/GME makes solid decisions over the next few years.

$Micron Technology(MU)$ Micron is a volatile stock however, my feeling is they will forecast strong growth with artificial intelligence. Demand still very strong and I believe cell phone demand will come out of its weak performance of a couple of years to become stronger this year. So I expect micron to be about 100 before the end of the year.

$NIO Inc.(NIO)$ Once we breach the 200ma on the DAILY chart permanently we'll run up to $6.27 zone and then next up is $7.09 zone. Us retail traders {especially the swing traders,scalpers} really can't move a stock ,its the whales ,and the whales have been loading up since Aug 12th ,everything else is just regular every day ALGO noise while the whales scoop up shares on every dip..