$Taiwan Semiconductor Manufacturing(TSM)$ It's hard to psych out TSM's global manufacturing expansion.I doubt TSM would have selected the US Southwest to expand manufacturing I think they will go through with the deals...whether they should or not is another matter.One additional factor in favor of diverse manufacturing sites are the earthquakes. It's been hard to miss the repetitive shocks that have hit Taiwan over the past few weeks. I'm actually much more concerned about geological disruption. It's probably a good idea to have manufacturing backups.

$Apple(AAPL)$ $Microsoft(MSFT)$ What a bunch of Noobs. Apple always does this before making all time highs. Gets close, drops, touches the ATH, pulls back 5%-10% for a few quarters. Then comes out with a barnstormer earnings, eclipses all time high. Then repeat. Apple has been doing this since 1995. Silly bears still take the bait. They've been getting burned for three decades on this. That's why everyone says, don't trade Apple, own Apple. Every time Microsoft passes Apple in Market cap, that's when Apple goes game on in earnings. If you wanna trade Apple, that's how you do it. MSFT and AAPL are very old bitter rivals.

$Roku Inc(ROKU)$ Don’t listen to the shorts spreading fud. I don’t think there is anything wrong with the CEO or with the company. They are navigating the headwinds in the industry pretty well, and will only continue to get better at cost cutting to funnel more revenue to the bottom line. Right now, they are still focusing on user growth, and the profit will follow.

$SoFi Technologies Inc.(SOFI)$ I must say, getting $15/pop on 9 strike covered calls a week out on shares I picked up in the high 6s and low 7s is better than what I’m getting in my boring old qualified dividend paying companies and ETFs. Might sell some more 22 strikes for January on my core shares if it continues to run. GL!

$Micron Technology(MU)$ Well how good does it get Micron getting 13.6 billion dollars in grants and loans from the government is indeed significant news that could potentially boost its growth and future profits. Such backing provides Micron with substantial financial support to invest in research, development, and expansion, enhancing its competitive position in the semiconductor industry. this sets MU up for huge growth and future profits no luck needed with backing like this what a buy opportunity

$Netflix(NFLX)$ In the short term, it's more profitable to get your customers to peak into one unsatisfying show after another for hours and to play commercials every time beforehand than to recommend good, gripping and perfectly targeted shows to them.In the long term, however, you annoy your customers and they leave.Psychologically, NFLX has pulled off a magnificent feat.But even this badshow will eventually be seen through by the masses.And you seriously think Netflix wants to hide its subscriber numbers because you should be staring at other numbers?

$Palantir Technologies Inc.(PLTR)$ I’ve been following since the DPO. You’re starting to see the narrative change on pltr and AI in general. They are growing their commercial business at an unbelievable rate. Karp announced profitability years before it was expected. I think this ER will solidify their position as the industry leader. Eventually they will gain a spot in the SP 500 and take off from thereLet’s see if the story will play out as expected and for now we wait…

$NIO Inc.(NIO)$ oh look longs, NIO is lower % PM than Xpeng and Li like nearly every day for 2 years PM and AH , these trapped HF jckofffffs still haven’t fixed their algos and therefore will keep digging their massive borrowed share hole deeper and deeper. Funniest thing I’ve ever seen!

$Tesla Motors(TSLA)$ I expect this earning report to be much better than expected. With a net profit margin standing at 11.21%, the financial outlook for Q1 2024 very robust. Assuming a consistent year-over-year growth of 19%, Tesla's revenue for Q1 2024 is projected at approximately $28.79 billion, potentially translating to a net profit of about $3.23 billion. With a projected EPS of $1.02, follow me.

$Sea Ltd(SE)$ This is one of my largest holdings. I have owned it for awhile and bought on the way down. Up another 10% and I'm breaking even. Sea has a strong brand in Southeast Asia in digital entertainment, e-commerce and online payments processing. I believe the investments its made will pay off. If so, it can trade at a higher valuation - we will get a double whammy, higher earnings and higher multiples.

$MicroStrategy(MSTR)$ MSTR the bitcoin proxy play led by the endlessly quotable Michael Saylor who sell his options everyday and sold his company stocks and Super Micro Computer (SMCI), a cloud storage company riding the AI demand for more computing power, are responsible for single-handedly keeping the Russell index’s year from going from bad to worse. SMCI dropped more than $200 and MSTR dropped from $1999 to $1156 in less than couple of weeks.

$Microsoft(MSFT)$ Sad to say but I don't think whatever the ER is that it'll make much difference (the market will find something wrong with it to nit pick no matter how good) because those that manage, control, and manipulate the market have decided that it's time to take all MSFT's 6% YTD profits and put them into other less pricey sectors before the next Tech sector run up. Generates new buy & sell commissions with the churn if nothing else, but you can't keep a good man down for long.There's hurricane season and this, always the same. Not a question of if, but when. Only long-term holding (3-5 yrs. minimum) saves us, the rest is day-traders and quicksand.

$Palantir Technologies Inc.(PLTR)$ This one's/ stock gonna blow.It's gonna blow big.Weather this storm.Protect the your/ whole portfolio.Or sell your shares.You have complete control over this.Realize that.Make your choice.And I'll say it again and again..KNOW WHAT YOU'RE HOLDING GUYS.Know what we got here in PLTR

$Coinbase Global, Inc.(COIN)$ Fundamentals: From a speculative outlook, the fundamentals on Coinbase do not fully meet my criteria, but this IPO's balance sheet is projected to continue its acceleration in sales. Currently, this quarter's sales were at 52%; earnings over 142%. Technicals: Daily hammer at horizontal support with really high volume relative to other periods and days at or candles prior to this and around it. uHd in the histogram Based on what I perceive to be a bottom in the Coinbase valley, I look to add Coinbase's dividend paying ETF, CONY, to the portfolio.

$Sea Ltd(SE)$ This is one of the stocks we are aligned on the buy rating and also early in my investment thesis as a bag holder since Jan ‘22 with $53/unit cost (at least above water currently). Disagree that the stock is no longer a growth company (excluding gaming) but more a condition of the macroeconomic environment.1. Pull-forward growth from Covid. This creates tougher comps but should chart a growth trend line to smooth it out and see where normalized growth is in the future. 2. Tightening monetary policy. Prioritization of profit/cashflow over growth.Forrest is a masterful CEO and when growth is favored or necessary again he will turn it on but the pruning and reenforcing the foundation during these past 2.5 years w

$Tesla Motors(TSLA)$ Finally, mentally challenged institutional and retail investors figured out Tesla cutting 10% of its workforce will add $40/share in market cap, which is why we’ll get a nice pop.Cutting redundant workers, especially in a transition year, greatly increases EPS and production efficiency, which will carry over to future growth years with: the $25K model, FSD subscriptions and license fees, Robotaxi, Giga India, Tesla Semi truck ramp up, Cybertruck ramp up, Tesla Van, Battery storage biz, etc,

$Taiwan Semiconductor Manufacturing(TSM)$ For risks, I would guess they will lose up to 5% of expected production from the Taiwan quake, which probably ruined a batch of chips and slowed down production a bit, but TSM invested a ton in Earthquake preparedness. I think NVDA's software development initiatives are going in the right direction, even though every other megacap tech company is making their own chips to try to keep NVDA from being the largest company in the world. TSM has started making LLM ASICs, so they could threaten NVDA, but it's not hard to own both.

$Intel(INTC)$ Intel holds several negative signals and is within a wide and falling trend, so we believe it will still perform weakly in the next couple of weeks. We therefore hold a negative evaluation of this stock. Due to weaknesses in the technical picture we have downgraded our analysis conclusion for this stock since the last evaluation from a Sell to a Strong Sell candidate.

$Alibaba(BABA)$ SPX, the most purchased index fund, traded sideways for almost 13 years from JAN 1999 to DEC 2011. This could do the same. However long term investors look for value, Ill gladly buy this for 10 years at these levels. Walmart also traded sideways for years as did Microsoft. No one talks about that now. Having 90% of my portfolio in global index funds with a few percent in treasury bonds I honestly feel safe long term. Buy the stock, not options. Hold long term if the balance sheet is strong. Buy when the stock is undervalued. That's it. Patience, diversifying & longevity mixed with the above is the key to success in this game.

$JPMorgan Chase(JPM)$ I find the cautions JPM made on all their recent communications well grounded, and given how much the stock price had run in recent months, the big dip is well grounded. The $ is too strong, the US economy's foundation finances are weak to say the least, and the recent upswing in interest rates are likely to affect JPM both in the USA, and over the longer haul, outside as well.Something to be borne in mind, many US multi-nationals are facing softer demand for their goods and services outside, not entirely related to the extreme $ strength. I fear this will affect JPM's CIB business in the coming months, and the final destination of this downtrend is not clear at all, at least to me.It seems to be prud