1. Yes $NVIDIA(NVDA)$ is a bubble investment 2. The market correction is due to adverse economic conditions and a recession in the USA 3. I own both $SK Hynix, Inc.(HXSCL)$ and $SAMSUNG SEMICON(03132)$ 4. The increase in fixed interest yields and decline in consumer confidence is a sign of recession

1. Pelosi’s recent trade is to maintain a long position in big tech $Alphabet(GOOGL)$ 2. The key takeaway for retail investors is to stay invested in large tech $Microsoft(MSFT)$ 3. Retail investors should follow the index $SPDR S&P 500 ETF Trust(SPY)$ instead of other traders 4. $UnitedHealth(UNH)$ has a highly uncertain business model at this time and is not investible

1. Would I buy $Microsoft(MSFT)$ yes I would buy Microsoft because it has high growth prospects 2. No meta $Meta Platforms, Inc.(META)$ Facebook advertising driven growth is not sustainable 3.$Apple(AAPL)$ has long term memory supply contracts which are not impacted by market pricing 4. Yes, $Tesla Motors(TSLA)$ will deliver something in 2026 but we don’t know what it will do

Trump is changing his portfolio to take advantage of the changes in value of software and hardware. $Microsoft(MSFT)$: trump is using this opportunity to sell at a high price to re buy at a lower price $Intel(INTC)$ with the negative outlook for this company trump is likely to sell this stock to take advantage of the high prices for hardware and re invest in software $meta the future of Facebook and social media is bright with a positive outlook for media

1. The spacex ipo is highly anticipated and is like to perform strongly due to this hype 2. It is likely to spike on day on with positive performance due to this hype. 3. It’s current valuation is consistent with market expectations and is likely to increase further 4. Spacex is a better investment on day one before the hype and increased. While there are competitors. $Rocket Lab USA, Inc.(RKLB)$ $Firefly Aerospace Inc.(FLY)$ these competitors do not have us government contracts

Demand for $Micron Technology(MU)$  DDR memory is high with months of limited supply at very high prices. Micron is forecast to benefit from this trend with high future memory prices and contracts linked to current prices which continue to be high 

$CoreWeave, Inc.(CRWV)$ has higher growth potential relative to $Circle Internet Corp.(CRCL)$ however circle benefits more over the long term over increased need for internet services. Pick from these two is $CoreWeave, Inc.(CRWV)$ over circles due to high pricing of circles

1. In this cpu war $ARM Holdings(ARM)$ has the better position, however $NVIDIA(NVDA)$ is also a strong contender 2. Yes $ARM Holdings(ARM)$ has a high valuation due to the value of royalties of the arm chipset instruction set 3. Yes, $NVIDIA(NVDA)$ new cpu has higher performance that legacy x86 cpu chipsets 4. $Intel(INTC)$ is highly valued for its current position in the market which is second to amd and nvda

1. $Space Exploration Technologies(SPCX)$ is forecast to open +10% 2. Long buy more $Space Exploration Technologies(SPCX)$ 3. One year from now $Space Exploration Technologies(SPCX)$ will trade above ipo price of 135

1. $Roundhill Memory ETF(DRAM)$ is the most prospective etf investment for chips 2. The window most worth investing in is ai infrastructure. 3. $Space Exploration Technologies Corp(SPCX)$ is a research and development company rather than a for profit venture . 4. ETFs vs single stocks are both great investments depending on the underlying companies of each 5. For the space sector $Space Exploration Technologies Corp(SPCX)$ is the most prospective investment