$Tesla Motors(TSLA)$ Short sellers are going to get burned big time when we gap up. I'm all in on this—expecting Tesla to hit $250 easily! That 0.50% rate cut is a game changer for financing my new EV. I mean, who wouldn't want to ride that wave? I'm feeling a quick jump to $300 coming, and I can already see the squeeze happening in pre-market and throughout the day. It's going to be wild! Let’s go, Tesla! 🚀🔋

$NVIDIA Corp(NVDA)$ I've been long NVDA since 2017 - cost basis of $9.41 (and that's after several recent purchases)...I have shares with a cost basis in the $2.00 area...so to me, this has been, and continues to be, a solid long-term hold. I've trimmed the position once and highly regret it. I don't plan on making that mistake again.

$Advanced Micro Devices(AMD)$ Looking at the numbers, AMD has had a bit of a rough patch lately. Sure, we’ve seen a nice 7% bump over the last five days and a slight gain of 3% for the month, but overall, it’s been pretty stagnant compared to the rest of the market for the past nine months. I’m hoping 2025 brings some fresh energy and better performance for AMD. It’s tough to watch, but I’m holding on and staying optimistic for what’s to come!

$Li Auto(LI)$ $LI AUTO-W(02015)$ I really see a great synergy between Li Auto's models and T $Tesla Motors(TSLA)$ 's lineup. If they were to integrate Tesla's top-notch FSD system, it could really propel Li Auto into the fast lane of innovation. I mean, getting on board with cutting-edge tech like that would be a game changer for their future development. It’s exciting to think about how this partnership could elevate their offerings and keep them ahead in the competitive landscape!

$Microsoft(MSFT)$ I’ve noticed that financial institutions have been loading up on MSFT stock lately, and honestly, it just reinforces my belief that it’s undervalued right now. This is the kind of stock you want to be patient with—don’t sell! Instead, I think it’s a great time to buy more. I really believe MSFT is on track to break its 52-week high sooner than we expect. With all the buzz around their AI developments and strong fundamentals, it’s just a matter of time before the market catches up. So if you’ve got the chance, I’d say dive in and grab some more shares while you can!

$Tesla Motors(TSLA)$ The market sentiment is completely different. Interest rate cuts should lift the S&P 500 much higher. Inflation is trending down plus the RoboTaxi launch gives Tesla a wider moat from its competitors. I do agree that TSLA was overvalued in the past but things change quickly. Take a look at TSLA's past performance and tell me honestly that it's going to crash to $40? Doubtful.

$Apple(AAPL)$ Holding onto Apple makes sense because, yeah, it’s a beast of a company that’s likely to keep growing over time. But let’s be real, it’s not going to rocket up like it used to—its size pretty much guarantees that. Right now, it’s in that fair value range, so it’s not exactly a steal. If I were you, I wouldn’t jump in with new buys at this point; it’s just not on sale. Better to keep an eye out for a real dip or something.

$Broadcom(AVGO)$ Congrats to everyone who grabbed AVGO when it dipped! I’ve been busy scooping up other semis, but I totally missed the boat on AVGO. It’s always the one you overlook that ends up flying high, right? Feeling a bit of FOMO here, but that’s the game. At least I got in on some good buys elsewhere. Here’s to hoping for another chance with AVGO!

$Micron Technology(MU)$ Why didn't the target cut came when price was over $150? That would be helpful. the target cut came after price dropped 40%? that is dangerous. Anyone listen to it will lose money.Think about it, why the shipment flat? because they convert production into HBM. There is not enough supply! not low demand. If the shipment flat due to low demand, the price will drop. On the contrary, $SK Hynix, Inc.(HXSCL)$ raise DRAM price by 20%. Micron sold out HBM for very high margin. Of course they will convert DRAM production to HBM for AI. The shipment growth is replaced by margin growth. I will take margin every time. The analysts should raise price target!

$NVIDIA Corp(NVDA)$ Nvidia is the single best stock we have today and deservingly so too. People say it's too expensive but I'd rather pay Nvidia a P/E of 40 with 100% growth rate and 80% gross margins than pay $Costco(COST)$ and $Chipotle Mexican Grill(CMG)$ a P/E of 60 with hardly any growth and razor thin margins. Heck, $Apple(AAPL)$ hasn't posted any real growth since 2021 and still gets a P/E of 35. NVDA is a value play compared to many other "growth" stocks.

$Microsoft(MSFT)$ I sold shares the past 2 years for 2 reasons. 1 it's a large part of my portfolio. 2 my shafes were bought for under 30 a share. I'm skipping g this years sell. I still hoping MSFT goes to 500 and splits.If MSFT did a 4-1 split now at $412, it would be $125 a share in a week, giving us the magical $500 ($125x4). There's no real logic for that to happen, but it would, IMO.

$NVIDIA Corp(NVDA)$ The biggest lift that NVDA chips are providing isn't genAI and applications being monetized, but, as Huang said on the last call: "Data processing, we hardly ever talk about it because it's mundane. It's not very cool because it doesn't generate a picture or generate words, but almost every single company in the world processes data in the background. And NVIDIA's GPUs are the only accelerators on the planet that process and accelerate data." This is key - also that there is complimentary software that is essential, subscription software for their hardware, in other words, NVDA is rapidly growing another vertical: SaaS. We are watching an $Apple(AAPL)$ 2.0 rig

$NIO Inc.(NIO)$ $NIO-SW(09866)$ Everybody KNOWS this is a whole new NIO cycle. Holding down the most advanced EV company in the world is an example of mass hypnotism. The SP is no where close to the actual value of the company. Would never close a position in NIO under $21. I am very bullish on NIO. I believe they will be another $NVIDIA Corp(NVDA)$ . I bought Nvidia when it was selling for $20 a share.

$Apple(AAPL)$ Will the people who have not upgraded their phone 4+ years buy this year. I suspect they will. The iPhone is compelling, Apple Watch even more. the AirPods Pro for those that needs an upgrade or new to it. I suspect it will have better sales this year than last. So hmmm stock may go up.

$NVIDIA Corp(NVDA)$ in my simple-minded approach, just guessing that AI IS gonna be near- 'revolutionary' & keep growing rapidly for a good while ... and recognizing that NVDA has been pretty clever up to this point ... & guessing that they might be able to grow eps in the next 5 years at only half the rate of the last 5 ... & guessing they might still then justify a p/e of 25X .... i would come to ~$285 +/-, for a cagr of ~ 20%. and i would bet a buck or two that this will be a lot more accurate than August 26 'top' of $126.

$Amazon.com(AMZN)$ I'm betting big on AI being Amazon's secret sauce for some major growth spurts. There's billions and billions of dollars just sitting there, untapped, waiting for the right tech to unlock it. And with the way productivity's about to be revolutionized over the next few years, I'm convinced AI's gonna play a huge role. Now, sure, the short-term hype around AI might seem a bit much, but trust me, the long-term potential is way underappreciated. Amazon's got the smarts, the resources, and the vision to make the most of it. And that means shareholders like me are in for some serious rewards. So, yeah, I'm all in on Amazon's AI game plan – I'm excited to see what the future holds!

$Meta Platforms, Inc.(META)$ $META stock having a strong bounce off lows. watching for next resistance at $515. Swing calls added in group. Looking for more upside above that level. Stock is strong on indicator level.

$Apple(AAPL)$ AAPL gonna be at overbought bagholder levels from the moment the opening bell rings? Have fun storming the castle (chasing), Bulls.

$CrowdStrike Holdings, Inc.(CRWD)$ $CRWD The unbroken seal on Tutankhamun's tomb, 1922 (after being untouched for approximately 3245 years). When you connected the sewer pipe and outsourced all tech jobs to shitland, expect that shit will come back your American/ Canadian way.

$Taiwan Semiconductor Manufacturing(TSM)$ wow..to have a client base like this!Robust ClienteleTSM is the largest manufacturer of NVIDIA Corp.’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to Advanced Micro Devices Inc. AMD, Apple Inc. AAPL, Broadcom Inc. AVGO and Intel Corp. INTC to name a few