$CMSC(06099)$ Hong Kong stock brokerage leader, China Merchants Securities, just two weeks up as much as 300%, unprecedented! CITIC Securities and other have broken through the record high! This is of great significance to Hong Kong stock investors, for Hong Kong stocks after the plate rotation laid a solid foundation!Hang Seng Index fell as low as 20 years ago, is now a reversal of the market, the global capital duel, coupled with the Federal Reserve to cut interest rates for 2 years time 25 or 26 years is expected to break through again to a new all-time high of 33,484.08 points!

$Apple(AAPL)$ It is AAPL’s nature to trend water before breaking out.Here is an important point!There were over $1.2 Billion in sold Jan 26 calls the last time that I calculated.It seems people like “ tax deferred” cashStay long

$Advanced Micro Devices(AMD)$ It’s important to note AMD is playing exactly that long game sourcing AI products that span from Data Center & AI LLM training to inference across Enteprise, Industrial, embedded, and end point compute with AI PC. The entire societal impact of AI will be sourced by AMD.Nvidia $NVIDIA Corp(NVDA)$ cannot pull off that breadth.

$Taiwan Semiconductor Manufacturing(TSM)$ No fundamental reason to sell. Demand is high for chips, Arizona and Japan plants will soon be producing more chips which equates to more revenue and the ability of the company to scale production. If it returns 30-50% per year, I'm not going to sell because of 1 down day. If the fundamentals do go negative, like chip demand going down or the AI related companies (meta, google, tesla, etc) pause their purchasing, then I WOULD LOWER MY EXPOSURE.

$SUPER MICRO COMPUTER INC(SMCI)$ If you're a SMCI shareholder, best not to sell. From the information we know today, the company's future looks bright. Demand for its products is strong, and interest in the company's direct liquid cooling (DLC) technology to tackle the problem of heat in AI data centers could offer a new wave of growth ahead. Even if its shares suffer in the near term, they could climb significantly over a period of five years or more.

$Palantir Technologies Inc.(PLTR)$ I bought at $20 and sold a call at $15 expiring in January 2025 when the stock price bottomed out at $6 in March 2022. Now, I’m watching it climb, and it’s painful because at the end of the contract, I’ll only get $15 per share. I’m hoping everyday this comes below $15 by Jan 2025 but I doubt it will ever come down.

$Amazon.com(AMZN)$ I must confess, sold my 88 shares after the customer confidence data came out 😵‍💫 its not even real statistic, it seems to be asking survey... Already regretting my decision, but will buy back if it ever dips but not holding my breath, since the sentiment is kinda strong and Q3 will be very, very strong. Did my part though and held through the worst storm that happened earlier. Happy with the gains, sad for my lost future gains. Still hope for the best, good luck everyone!

$Amazon.com(AMZN)$ Nobody thinks this will be a $10T company in the next 5 years. Only me. Even after all these years, it's still a growing company with now AI refueling its aws growth projectory.

$Tesla Motors(TSLA)$ Tesla's vehicles lasting over two million miles, best quality in the world, could become the most sold vehicle in the whole planet, TSLA is the only EV manufacturer making money. Haters will be haters almost always for no reason at all, it's in their DNA to be against good because they are 👿👿👿👿. $300+ is just around the corner.

$Marathon Digital Holdings Inc(MARA)$ I think eventually btc will break over 80 and start heading towards 100. Can’t say it’ll be before EOY this year bc end of the year especially now-October are never great for bitcoin. This rally been different tho so I rly don’t know it could be back at 70 next week. Once it rly break out I think the miners 20-30 bag tho.

$超微电脑(SMCI)$ So we have 5 trading days until the split, so if this uptick continues at this rate the new SP would be mid $50’s range.Not only would this increase the institutional buying it would also increase retail buyers.The first week should drive the SP probably in the high$60’s if the 10k isnt released , however if the 10k is released and revenue is even close to 30B this will run for sure! GLTA!

$SUPER MICRO COMPUTER INC(SMCI)$ No fix at the horizon for SMCI. When you dont care for the embargo on equipment, and cant file 10-k, you are sitting in a different kind of cloud.

$Advanced Micro Devices(AMD)$ Too many amateur investors think a company needs to be the best at what it does for the stock to be a good buy. Clearly that helps, but Nvidia has had a massive run up already. AMD has been treated as the ugly duckling because its products are nowhere near as good as Nvidia's for AI applications.That's true, but I can see AMD being a multi bagger at these levels without even catching up to Nvidia's tech. All it needs to do is beat expectations from either the tech front or sales, and expectations are fairly low at the moment.Remember long ago when AMD's GPUs were considered trash vs Nvidia for gaming, and its CPUs were discount bin equivalent to Intel? Then from improving their products (but s

$Nike(NKE)$ It could be a value trap like intel, dis, Boeing. It can remain in this level for next few years. Nke has tremendous competition on all categories. Hoka, on, adidas, crocs on shoe. Lulu $Lululemon Athletica(LULU)$ , fabletics, under armour on apparel.

$Tesla Motors(TSLA)$ shorties are so delusional, they go euphoric with 1% drop, dreaming it goes to zero. In the real world TESLA still 15000% up since inception.

$NIO Inc.(NIO)$ “The cooperation of NIO and NVIDIA will accelerate the development of autonomous driving on smart vehicles. NIO’s in-house developed autonomous driving algorithms will be running on four industry-leading NVIDIA Orin processors

$Micron Technology(MU)$ Tomorrow should be fun all shares thrown out by shorts will cause a HUGE vacuum of buying.... LETS GET READY TO RUMBLE.Longs be patient when buying Tomorrow let those shares come to you, don't chase.

$Tesla Motors(TSLA)$ 5,175 Cybertrucks sold in July. In that same month, all the other EV PUT makers sold 5,546, so Tesla came close to exceeding the PUT sales of Ford, Rivian, GM, and Chev combined, despite Tesla selling at a premium to most of the competitors.

$Alphabet(GOOG)$ According to a comparison between the three-month and six-month bond tenders, it appears that the estimated projected interest rate will decrease very slightly in about six months

$Amazon.com(AMZN)$ Amz employees finally going back to work! Or, are they finally purging the dead weight who work in their jammies all day? Huge win for shareholders! More tech to follow suite…