$SUPER MICRO COMPUTER INC(SMCI)$ I hope the person or people at SMCI who are responsible for cooking the books end up with lengthy prison sentences. White collar crimes like this hurt people a lot more than someone shoplifting a $10 item at Target, yet the shoplifter will likely receive a worse punishment than some rich, privileged fraud who can afford high dollar lawyers.

$Meta Platforms, Inc.(META)$ Owned the new META Rayban glasses for the last two months. Form factor is great. Audio quality is great and what I use them for the most. I find myself taking more spontaneous photos, but without a zoom or a viewfinder...you're just guessing about what's in frame. I hardly ever use the AI Assistant and it's pretty mediocre when I do use it. Definitely has potential!

$Invesco QQQ(QQQ)$ staying on the beach, hope we don't have a gap one way or another open. This garbage churn been going on for atleast month, everyone knows its October, retail expects bad month and tankage, and try to sell off in the mornings, crushing calls into fear covering, then Institutional (? dudes with control and cash) buyers come in and ragpull it back up crushing puts, until about the last 40 minutes or so of chaos before close. quick and the dead only small winners, or playing the gap open with move at prev close.

$Coinbase Global, Inc.(COIN)$ $MicroStrategy(MSTR)$ Arguments for MSTR over COIN:Actually owns a lot of BTC, more or less guaranteeing price increases if BTC goes up.Creatively levers its balance sheet to accrue value for investors.Better historical price performance than COIN. In fact COIN is currently below its IPO price.COIN doesn't own sufficient reserves of its own bitcoin to benefit proportionality to the exponential increase we expect for BTC over the next 12 months.It's good compared to any other average stock, but imo nowhere near MSTR.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Now I am more bullish on semis for the long run. They are talking about big companies --- AMZN $Amazon.com(AMZN)$ , MSFT $Microsoft(MSFT)$ , etc are building nuclear power generators for data centers. now that's simple, if they need more power for chips, it means they need more chips. lol.

$Alibaba(BABA)$ Wake me when BABA breaks $120. The recent run to $117 was just another rinse and repeat cycle. BABA has dove back under $100 every time it's broke that mark since 2022. Newbie cheerleaders always says this time is different. They eventually learn. Then they leave.

$MicroStrategy(MSTR)$ The BTC appreciation accrues to the MSTR balance sheet and stays there. It's levered at 2.7X BTW. Owners of MSTR stock pay taxes on the appreciation of the stock, and again only if they sell any. I'm sure MSTR is in a position to offset some of the BTC gains to other parts of their business as expenses, thus lowering their business tax. Mr. Saylor has repeatedly said they will NEVER sell a share hence no tax liability for them on their Bitcoin. I can't see a wrinkle in any of this plan, that's why I'm all in. It's pure genius yet so simple.

$Advanced Micro Devices(AMD)$ Let me tell something. AMD has the best hardware for the money right nowA40 X MI100 - AMD MI100 is 20 faster and same price.NVidia A100 X AMD MI210 - MI210 is faster and 20% cheaper.NVidia H100 X AMD MI300 - MI300 is 20% cheaper and 20% faster on AIPeople are buying NVidia $NVIDIA Corp(NVDA)$ cards now because is trending, same for the stock, when corporations realise what I just wrote here. Game over.

$Bright Minds Biosciences Inc(DRUG)$ Just as most folks thought when there is no reason for this stock to trade 200 million shares with no news someone is manipulating it. The 1450 percent increase was based on nothing but some folks made a fortune and others will be left holding the bag. Same old story.

$NVIDIA Corp(NVDA)$ I invested in NVDA and AMD $Advanced Micro Devices(AMD)$ years ago because of exposure to NVIDIA's role in AI through work. There are no other ways to easily invest in AI (yet), because the businesses haven't scaled to enough magnitude to be public market viable. I saw and still see AI as inevitable and the ultimate technological "space race" of this century.When NVDA first jumped multiples earlier this year, I thought it was a bubble then because of the valuation spike and because genAI was way overhyped by the general public and tech illiterate finance types. I thought it would peter out quickly and everyone would be down on it without genAI making much impac

$Amazon.com(AMZN)$ I would keep it in Amazon. It’ll outperform ETFs and is pretty stable now. They’re also very diversified and moving towards a traditional mature company focused on profitability. They had a rough patch in 2022 with overspending and rates going up but the worst is behind them. I think 20% average annual growth is realistic. They’re also in the running to be #1 in market cap in a decade.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ BULLISH OPTIONS ACTIVITY IN NVIDIA: Call volume is 2x's that of puts right now in Nvidia. With Nvidia being "THE" market mover guess which direction the market is headed the next 5-6 months? Trade the market in front of you, not the one you want! Just follow the trend period. Always trade with the trend never against it. Let the trend be your friend until the end.

$Alibaba(BABA)$ Yes, we could go down a few dollars, because of non-conclusive finance ministry meeting, but the stock should again pick up later. BABA is undervalued, and the perception that it is uninvestable is changing. Money managers don't want to be left out of what is shaping up to be a multi-year bull market. Meanwhile, BABA keeps making money, keeps buying back shares, invests in AI and keeps growing slowly but surely.

$Celsius Holdings, Inc.(CELH)$ Celsius has an entirely different positioning than others. Look at every other energy drink. They have a strong artificial aesthetic characterized by high contrast bright colors and aggressive styling, like monster or rockstar or bang. Celsius is minimalist and quiet, and portrays itself as healthy making it popular with women and health conscious buyers. It's a winning strategy.

$Taiwan Semiconductor Manufacturing(TSM)$ I'll be honest, I have been very bullish with TSM and it definitely is a great stock which will keep going up coz it really has a long way to go, significantly undervalued imo. However, I would rather keep that investment as stock or leaps. TSM seems to get highly affected by anything negative.

$Microsoft(MSFT)$ Long. The entire world economy runs on Windows, Outlook and Excel. Everything. I've never seen an organization not using MS products. And I don't even in the US. It's global. I'm not sure about AI but Windows+Office are a world dominating killer

$Advanced Micro Devices(AMD)$ AMD is on a path that will enable AMD to exceed Nvidia revenue levels.Maybe not Kris if, I can disagree, granted the wide array of integration and their bandwidth, but data center revenues at present from NVDA $NVIDIA Corp(NVDA)$ is around "10 times that of AMD."This shortfall will not be made up by the expanse of AMD products so soon as you see it.The CUDA lead from NVDA will slow down the lead AMD can have.

$CMSC(06099)$ Brokerage H shares rose crazy, China Merchants Securities H rose to 21 Hong Kong dollars, CITIC H rose to 30 Hong Kong dollars, after the festival brokerage H will have a high wide shock, and then the stock price has to go up a step! The ability to do T, no ability to honestly hold! It's the early stages of a major bull market after all!

$Sea Ltd(SE)$ This company is not profitable and probably will never be profitable. They need to spend money on promotions to attract customers to their Shopee platform.They tried to change the strategy and prioritize profitability in 2023 but it didn't work for them as Shopee needs to give away coupons to grow their customer base. No promotions = no growth for them.

$Advanced Micro Devices(AMD)$ I believe AMD is a solid stock to consider holding for 10-20 years. The company has shown consistent innovation in processors and graphics technology, which are crucial in the growing fields of AI, gaming, and data centers. Additionally, their competitive edge against rivals like Intel $Intel(INTC)$ and Nvidia $NVIDIA Corp(NVDA)$ is promising. However, it's essential to keep an eye on market trends and company performance over time. For those with a long-term investment strategy, AMD's potential for growth and market influence makes it a compelling choice.