$Taiwan Semiconductor Manufacturing(TSM)$ Made a decent gain on TSM this round – holding tight! Amid the AI boom, whether it's NVIDIA's GPUs or Google's TPUs, TSM is the real powerhouse behind them all, with no real rival in advanced process tech. By the way, that recent Contra688 promo was seriously tempting – too bad I missed it completely, or I'd have loaded up even more on TSM! Bullish on what's ahead. Staying put.

$SoundHound AI Inc(SOUN)$ ’s been trending nicely lately. With its new acquisition plus the rollout of Vision AI, the voice+vision combo is hitting real-use cases — automotive, enterprise, customer support and the like. The upside looks legit, and I’m betting this week might bring a fresh high.

$Tempus AI(TEM)$ I'm kinda thrilled—Tempus posted stellar Q2 revenue growth, gross margins are showing cracks in direction, and valuation dynamics seem to be breaking open; sure, there's still cash burn, but I’m bullish on its long-term growth runway and staying the course.

$Alibaba(BABA)$ Taking both risk-reward ratio and win probability into account, Alibaba stands out as a highly reliable long position for the rest of the year. Its fundamentals are improving steadily, with each pullback forming a higher low. The upward momentum is clear, making it a strong and reassuring hold.

$Alphabet(GOOGL)$ Champions remain champions, time is the ultimate multiplier! Alphabet(GOOGL) achieves a +549.02 USD unrealized gain, climbing from 171.94 USD to 179.26 USD! This isn't just profit—it's a masterclass in "owning the best and holding tight." As AI and digital advertising dominate, GOOGL cements its status as the Greatest Of All Time in tech investing!

$MEITU(01357)$ Don’t get too hyped about $KUAISHOU-W(01024)$ or others，I looked into all those AI model companies back: $SENSETIME-W(00020)$ , Kuaishou, iFlytek, Wondershare, Kunlun… Most of them have one issue，revenue might look good, but API pricing keeps trending down. Meitu is different. They're gearing up for price hikes. And let’s be real，video-based AI has way more application scenarios than images, which means bigger monetization potential. So yeah, calling it now: in this bull run, Meitu’s aiming for a 100B HKD market cap. Let’s see who’s laughing then.

$DONGFENG GROUP(00489)$ Last week seemed to be an opportunity to get on board. Although I didn’t buy at the lowest price of 4.09, it was not high anyway. I have a feeling that this stock will take off this week. Let’s wait and see!

$MARA Holdings(MARA)$ Just jumped into MARA. The P/E looks super attractive, not expensive at all, and the current price level feels solid. What really got me is its past highs. There is plenty of room to run if momentum kicks in. Feels like the kind of sleeper stock that can pop hard. I'm in, and now I’m just waiting to see it fly!

$-1X Short VIX Futures ETF(SVIX)$ This income makes me more confident in my operation! Keep it up, everyone!

$Weibo(WB)$ Sold my Weibo stock today and made a nice profit! Recently, Weibo’s stock has been performing steadily despite market fluctuations. Its influence in the social media industry remains strong. The latest earnings report shows positive trends in user growth and advertising revenue, especially with good performance on mobile platforms. Although the stock price has had some short-term volatility, its position as a key player in the social media space is still solid, and it has growth potential moving forward!

For US stocks, the $ProShares UltraPro QQQ(TQQQ)$ index seems to have no ceiling. With the long-term growth trend of the US stock market, TQQQ remains highly attractive. It's perfect for trading with a CBA, allowing flexibility to capture short-term market movements while taking advantage of larger market opportunities with relatively small capital.

$Palantir Technologies Inc.(PLTR)$ I warned u bulls take ur profits and run .. the billionaires will make u bag holders..next weeks earnings Palantir gonna fall 35 and lower .. now they going to walk this lower to 30.. the big boys and machines make money in both directions ..

$Meta Platforms, Inc.(META)$ Straight to $700 by EOW. Given the GOOGL quarter, Zuckerberg and company will produce a massive beat and raise tomorrow. Anyone shorting or buying puts is just throwing their money away. Get onboard, this stock is headed for the stratosphere with or without you. Go META, go!!!

$SUPER MICRO COMPUTER INC(SMCI)$ With no new negative developments surfacing, the stock is holding steady. Investors seem to be in a wait-and-see mode, likely anticipating the upcoming earnings release. This stability suggests that the market isn’t reacting to any fresh concerns, reinforcing the idea that, for now, no news is good news. It reflects cautious optimism or a desire to maintain positions until more clarity emerges from the earnings report.

$MicroStrategy(MSTR)$ MSTR earnings coming 10/30 and watch these pump and dump jacks disappears and scared to hold it through earnings call. I am not saying you should short the stock if you don't have the money to take a hit. I don't care if MSTR goes to 1000, my bet is still downside between 145-200 no matter what for earnings call. But if you can't take a hit being short position at 1000, then don't short MSTR. You shouldn't invest more than 5% of your money anyway in one stock.

$Micron Technology(MU)$ What’s going on? Are the institutions already bailing out while the business remains strong? I know when it’s weak, they try to be ahead and have been buying. Are they thinking that this growth is not sustainable? This should be trading at $130 already and every time it goes higher, someone’s selling, doesn’t make sense.

$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ AMD is on fire now! After earnings NVDA will follow the same trend downwards. It will be shorted because people will want to load up cheap. The it will explode 🤯 post earnings we could see it go down to the $120 range and then post ER $160+

$Tesla Motors(TSLA)$ Analysts across the broad raised their targets to average $20-30 below the current price which tells you a lot about what to expect. A huge signal for their clients to sell. When that happens, you know massive downgrade is coming.

$NIO Inc.(NIO)$ Once F3 will be completed with 1,000,000 annual capacity for ONVO by 2H/25 - games over for Tesla! ONVO will be selling 50,000 to 75,000 EVs a month at that point! That’s is translating into $1.2B-$1.8B monthly sales revenues just from ONVO! Tell me again NIO will not be profitable next year … lol

$Tesla Motors(TSLA)$ Besides Tesla’s earnings tomorrow, it’s a big day on the economic calendar. The beige book will be released, and we’ll see the true economic strength of the country by region. This could be a double blow to this stock, as we’ve been in a manufacturing recession for months, and earnings are going to be weak…even if they hit consensus p