$PDD Holdings Inc(PDD)$ I am not sure about that, if every platform is going to be PDD copy. It is up to other factors like customer service. And PDD's customer service is better than BABA $Alibaba(BABA)$ and JD $JD.com(JD)$ by mile, I used both Temu and PDD for years and I know how people think about PDD, they love it and more people gave up Taobao and JD for PDD. You have to understand PDD is still growing given TOP 30 market cap in Nasdaq, it is just slower. Its already huger than BABA and JD years ago.
$SUPER MICRO COMPUTER INC(SMCI)$It’s ironic that some people bashing Super Micro Computer (SMCI) don’t seem to appreciate how crucial AI infrastructure is. SMCI is at the forefront of AI technology, which is driving the next wave of innovation. Criticizing it without understanding AI’s future potential is short-sighted. Maybe those bashing AI stocks should take time to learn about the tech they’re investing in—or not investing in. Knowledge is power!
$Taiwan Semiconductor Manufacturing(TSM)$TSM has too much political risk. and it will be disruptive for them and I don't want to own them when that happens and I own a lot right now so I'm reducing anytime it'll get up there I was hoping it would hit 200 by now but the pe just goes lower and lower but the price isn't going up.
$MicroStrategy(MSTR)$buyers paradise. btc struggling with resistance at 72-73 was forseen and backed by over heated rsi that needed to be re-set.mstr always has a red day after saylor announces a massive buy and then goes on a momentous run.Fore runner to the next leg up.predicting huge run for mstr and btc starting tomorrow or monday at the latest.
$Enphase Energy(ENPH)$a smartser traders like me expecting ENPH mit a strong closes in greens for most days into closes of the years so breef drops mit ENPH not bothering this smartser traders cause most times knows mit no douts that superor bull stocks like ENPH must fast erases all drops that done happened mit no reasonsfacts be that all bull stocks choices of mine like ENPH be the only types stocks that can fast rises dollers per days
$Advanced Micro Devices(AMD)$I bought 6000 AMD shares @ $15 avg from 2017, Still holding.I kept on telling but ppl laughed off as usual. Same ppl here were telling AMD is trash and Intel is the king. Well we all know what happened to Intel.I have friends working in nVidia $NVIDIA Corp(NVDA)$ and can confidently say it is no lonher the same company. Many are taking retirement and $10M is pretty avg for each employee there, buying acres of land/ranch in Morgan Hill, Gilroy, Hollister.There is new generation of employee coming over to nVidis, 2025 - 26 will bring massive changes. No idea if good or bad but nVidia has peaked a lot.I hold lot of Nvidia too but I have more confidence i
$XIAOMI-W(01810)$Xiaomi is a good company with lots of 💰 invested in R&D. It has been re-purchasing stock aggressively in the market too. I saw plenty of potential and massive growth. Plenty of good products and a strong international presence. Certainly the geopolitics is playing a huge part
$Amazon.com(AMZN)$Andy's doing a good job leading this company foreword. I have no doubt that for those who are INVESTORS, their patience will be rewarded. AWS will continue growing and improving the future bottom line of the company.
$Apple(AAPL)$Apple nearly always rises before earning reports ... after earnings ... you never know. Usually it drops post earning, but recovers in the following 6 weeks.
$Palantir Technologies Inc.(PLTR)$Massive capital inflows in AI , AI3 have 6 billions PP last week..Companies are changing their business transactions and software to AI as capital expenditures directed here, expecting massive growth coming to pltr ..
$SUPER MICRO COMPUTER INC(SMCI)$Fun things you can look forward to:1. When Auditor EY resigns, as they will not sign off on the books (that were cooked too bad)2. When Mutual Funds like QQQ $Invesco QQQ(QQQ)$ drop SMCI from their holdings due to non-compliance ($8B worth of risk)3. When Indexes, like S&P drop SMCI from their Indexes due to non-compliance ($15B worth of risk)4. When DOJ announces findings and likely inditements5. When SEC Delists SMCI for non-compliance (this will be the second time)6. Chase having to explain to his boyfriend how he lost all their money
$Intel(INTC)$I entered at 30$.Despite it's flaws and bad decisions, those are mostly company side. Intel still has a very large market presence and its brand recognition hasn't been negatively affected in the grand majority of the non-technical public. The public doesn't care/know and when you speak of intel processors you still have a very large confidence.I consider it oversold as of now, and their industrial shift despite the pain, will result in growth, which is what I'm aiming for. Think when you start going to the gym. The first sessions hurt the most, but it is on those first sessions where you achieve more gains. Long term, of course.
$Palantir Technologies Inc.(PLTR)$ Bought into 200 shares today! So excited for the future of this company. This stock reminds me a lot of NVDA. You don't trade it. You buy and buy and buy and it grows and grows and grows.
$Versus Systems Inc.(VS)$tech or innovation-related catalysts could trigger future interest. Versus Systems focuses on interactive media and gamification platforms, which are industries with growth potential if the company can execute its strategy effectively. Investors who believe in the future of these technologies might be willing to take a chance, even if the short-term outlook is rocky.some investors might see Versus Systems as a speculative gamble with potential upside if they believe in its industry.
$Tesla Motors(TSLA)$Buy American But Tesla! 🚀Trump, has his seat for Elon at every table the next 4 years! Scaling up to the competition is going to be a BREEEEZE for cybercabs. We will be on Mars by end of this decade. What a time
$SUPER MICRO COMPUTER INC(SMCI)$If you don’t like SMCI, just go away and leave us all alone! It’s our money and we like the CEO who articulates very well through letters over the weekend that all is fine, in a “forward looking”, unofficial statement! Geez, whiz, everything is fine. Super Micro will be fine, and the whole world is in great need of AI racks.
$Tesla Motors(TSLA)$It should drop, but I’ve been saying that for years since it’s so overvalued.Their AI isn’t even real, it’s more like a massive rules engine, not AI. FSD still doesn’t work how many years later.And the roadster, oh boy, they haven’t even designed it yet, let alone start building a prototype.
$NIO Inc.(NIO)$If the market is fair, Nio should only rise for the rest of the year. Their guidance says they expect Sept to be between 20-22k. That would mean Q3 is the first quarter with 3 20k months. If they can keep that momentum for Q3, they should also be able to keep it for Q4 with its traditionally strong Nov and Dec sales. Onvo is coming a little late to impact Q3, but Q4 should not only have strong main brand sales but be a full quarter of Onvo deliveries.