Another round of who does America hate less. Whilst I'm not a big fan of the elephant candidate, the donkey candidate doesn't impress much. If the elephant can bring the current global conflicts to a halt, perhaps we can live with his pointless tirades for the time being. 

$Palantir Technologies Inc.(PLTR)$  took profit on half my holdings. Will reenter on a pullback. Whether my prediction comes through or not, taking profit never wrong. 

$Tesla Motors(TSLA)$  the robotaxi event was a bust. The tech is intriguing but the focus seems to be on its path to market and profitability. Netflix moved from renting DVDs to streaming and killed Blockbuster. This is Tesla's Netflix moment. If it cannot transcend car manufacturing to become a software giant. Am not interested in deliveries. Will stay Bearish until better data comes about Tesla's next move. 

$Alibaba(BABA)$  indifferent. Baba might have all the technicals that make it a good deal but it's like having a great party no one wants to go to. It's hard to predict what geopolitical excreta will happen and affect it's prices. Am unimpressed with this stock at this point. China is in the doldrums at this point. Maybe there's some meat in the long term but the underlying situation in it's home base doesn't say otherwise at the moment. No rush to go in. 

$NVIDIA Corp(NVDA)$  its currently at 129. How low a bar is 140? I prefer $SUPER MICRO COMPUTER INC(SMCI)$ for upside potential though

$NVIDIA Corp(NVDA)$  it will rally towards earnings. Post earnings will be more of a gamble but if you're long hold, it should be fine. 

Give his track record at Chipotle, am bullish. Just not 20% overnight bullish for now. 

$Microsoft(MSFT)$  better to bet on the all rounder than the one trick fruit. 

$NVIDIA Corp(NVDA)$  stock has been fluctuating sideways. Time to give this stock a rest and rotate my options to other areas. $Eli Lilly(LLY)$ is heading into earnings and has take a $100 beating due to concerns about glp1 competition. Picked up some synths on this counter. 

Harris is a bit of a late comer.  She will need to overcome sexism, racism and all the other isms that makes America "great". Trump still has a edge but let's give Harris a chance and see what she delivers. 💪

$Tesla Motors(TSLA)$  stock has come down from its 27x range. I'll be holding my synth thru earnings. 

If Trump shoots ahead in polls, market will turn bullish. Historically, the more clear cut a presidential race is, the better the market performs. Probably due to lesser uncertainty. The shooting will probably boost his ratings past Mr McGoo.

Opportunity. Fortune favours the brave. I'm watching $NVIDIA Corp(NVDA)$  $Tesla Motors(TSLA)$  for entry points. 

$JPMorgan Chase(JPM)$  their investment wing has noted higher earnings. I might not ride it past earnings as it's gone up nearly $15 since late June. 

$Tesla Motors(TSLA)$  if you've been a Tesla bull for the long haul, then we need to dig in and wait for all the non car making tailwinds to kick in. If Musk can deliver that in Aug, $300 and eventually Wood's $3000 target wouldn't be too far of a stretch

$NVIDIA Corp(NVDA)$  Pelosi has not been wrong on most of her stock purchases. If she decides it's time to go back in, contrarian to all the AI naysayers, I'm with her. Good leadership, products so good that there is a shadow business smuggling NVDA chips into China, let's go to 200.

I used to. These days I would dump the stock for non performance. Waiting for a dead horse to come back to life is the most soul sucking thing to watch. If it shows promise later, just buy it back. No emotions. The top consultancy firms do this exercise every quarter where they cut the bottom 10%. We should do the same.