$ASML Holding NV(ASML)$ I listened to a recent interview with Michael Fouchett. He shows great confidence in the future of ASML. This will probably be a long term hold since Intel $Intel(INTC)$ is apparently struggling to afford the system. Big surprise with their earnings report ( not). But TSMC $Taiwan Semiconductor Manufacturing(TSM)$ is a major buyer as are other chip companies so all is well and should return to normal by mid 2025 if not before.

$Alphabet(GOOG)$ I am bullish on Google . I expect it to double in 2 years. Google’s forward PE today is almost half of that of Apple, Microsoft etc. Google is positioned best right now with AI (own model, trained on own hardware, tons of data and their own cloud service). They also have some amazing long term bets like Waymo.The main risk is regulatory, with all the talk of breaking up Google

$McDonald's(MCD)$ McDonalds food kills in so many different ways. Obesity, Diabetes, food poisoning, ect.. Cook your own food AT home and eat real food!Eating ANY fast food more than once a week isnt good. You think KFC, Burger King, Popeyes, Wendys, Pizza Hut, etc are any better? At most I eat fast food twice a month.Now frozen Waffles/Pancakes are being recalled due to Listeria contamination and even so called Healthy bagged salads are often recalled due to listeria and Norovirus. Now even ONIONS may be contaminated.

$Alibaba(BABA)$ If the big boys want to drive the price lower, they will. That's what is happening with BABA, the same way is happening with a fradulent company like DJT $Trump Media & Technology(DJT)$ .That's how the game is played, like it or not. All I care is BABA's earnings and fiscal stimulus from the government. That's what will ultimately drive the company, the same way monetary stimulus did before manipulation jumped in.

$JD.com(JD)$ For the whole of country the real estate crisis will linger on for probably several more years as it's a huge percentage of households wealth. There's deflation and you have consumers who think why should I consume when prices are dropping every month?Is this bad for JD? Partially but that's represented in the stock price if you see the performance in the last 5 years. The delayed or lack of consumption does hurt them, but they're not in any huge risk as they have a net cash position of nearly $ 16 billion. The government said it'll do what it takes, but it will not take out a gigantic bazooka of money, they'll see month to month what is necessary. It might take a while but their rhetoric has changed as they're

$Alibaba(BABA)$ A lot of "analysts" there. The central bank has decreased two key lending rates. That is always a catalyst for equity and stocks. If that decision was made from FED, the market would have been rallying. I have no doubt on that.Besides, more announcements are likely to come. If you have the patience to hold the stock for two years, you will easily double up your money.

$MicroStrategy(MSTR)$ Just got a small position of 20 shares here three days ago at 195, I was feeling nervous to be honest but I kept my shares cause the objective analysis and support I find with you folks and it seems today is a good day, thanks to y'all

$NVIDIA Corp(NVDA)$ NVDA’s price has always been this volatile, only now it has reached a valuation only seen by a few select tech companies. However its products and services are unmatched so there is no reason to think it cannot grow to be the largest company in the world by a country mile in the coming years.Now might be a fantastic time to invest if you have the time to ride it back up.

$SPDR S&P 500 ETF Trust(SPY)$ GOLDMAN SACH beat REVENUE and EPS. most banks did well BAC too MEaning money transaction, loans etc . ECONOMY IS SOLID . Most corp did well this Q3. RALLY AHEAD FOR EARNINGS>.....TSLA $Tesla Motors(TSLA)$ and MSFT $Microsoft(MSFT)$ huge , you will see. buy shares of TSLA, MSFT and SPY now at the bell . SPY 600 will become support

$NASDAQ Golden Dragon China Index(HXC)$ I originally wanted HXC to reach 7200, but it has reached 7000 in a flash. The bull market is like a tornado, it comes and goes quickly.

$Amazon.com(AMZN)$ Such a dumpster fire when it reaches this level. It will drop to 180 earnings so will be lucky to hit 190 if its a good earnings and then itll drop from there again watch. Dislike it because its the truth. Been here how many times before? Doesnt matter how green market is it fails at this level.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I think as long as they don't blow up the oil wells in the mid east, tech seems safe.$50 may happen too.Just as a hedge, I am queued up for 500*ERX at 64. Just playing safe here!

$NIO Inc.(NIO)$ Real investors see opportunities buying stocks at silly prices from time to time.As an investor for over 40 years, NIO at 6-7 is one of life time opportunity to consider. NIO has the right management up top, unique technology, very appealing product line. None, that is one of the EV companies is close, big brands are watching and debating how to team up with the best in the EV before. MENA news is huge, I am thinking TATA can be a nice partner next !! Sitting back, getting ready for one an awesome ride !!

$Intel(INTC)$ INTC has been the sole recipient of ASML's next gen HIGH-NA EUV machines. They're being installed in the new fab in Columbus, OH and are going to usher in the angstrom era. They'll leap from TSMC $Taiwan Semiconductor Manufacturing(TSM)$ next year. Only time will tell.

$Amazon.com(AMZN)$ With Amazon trading at only 22x next year's estimates, Amazon is actually cheaper than WalMart (28x). They are just now realizing the payoff from the build out of their infrastructure in recent years, demand for cloud services is continuing to grow, streaming is growing, and prime is a good source of revenue and makes their customers stickier than on other platforms.Even if their earnings growth slows to mid teens for the next several years from the 20%+ they see now, that means they are trading at about 11x what their earnings will be in 5 years. This seems like a bargain to me.

$Intel(INTC)$ I made the mistake yesterday of bailing too soon when I wasn't feeling too great and was being interrupted too much to really pay very close attention. Then I got called away again and decided to sell at that point instead of letting it just be. Missed most of that upswing - but at least it was a profitable day. My existing long position and shares I held on to in the trading portfolio more than made up for a mistake with a few shares taken as a flyer... :)Go INTC! Go AMD too!

$NIO Inc.(NIO)$ I can see the bearish guys trying hard to put lots fear so weak hand sells ,but anyone looking at chart sees that this thing will move towards 10$ within few months, day traders which try to gamble better be careful. I buy on weaknesses and Will hold since I already see what will happen in a few months.

$CMSC(06099)$ Based on past experience, if it is confirmed that a bull market is coming, it is important to buy brokerage firms stocks and brokerage-related stocks initially. China Merchants Securities HK shares rose four days in a row this week, directly to a new record high, a substantial discount all wiped out.

$Apple(AAPL)$ Of course Barclays HAD TO pull the rug out from under AAPL with dubious claims of weak iPhone 16 sales. Dubious because the claim is based solely on shipping lead times vs. last year without any regard to increased manufacturing output vs. last year. To be blunt, Barclays has no idea how 16 sales compare to 15 sales last year. And I say “HAD TO pull the rug out from under AAPL” because Barclays has unwaveringly rated AAPL “Underweight” since January 2 this year when AAPL closed at $185.00. Anyone shunning AAPL because of that rating in January has missed out on a gain of 26% based on the close the day before Barclays hit piece in an effort to save face.

$Advanced Micro Devices(AMD)$ The amount of market share AMD can/will take from NVDA $NVIDIA Corp(NVDA)$ is there for the taking. Historically, there’s only been a few new products or forms of services (iPhones, new types of loans or insurance) to hold “unlimited” demand for a foreseeable amount of time. These AI chips will slowly be used in every single form of product that you’d classify as “technology” (tvs, cars, refrigerators, security cameras, stoplights, street lights, kitchen appliances etc)