$Amazon.com(AMZN)$ I like Amazon for the long term. With that said, I did collar my position today, and a few of my other largest holdings. I think we're ready for a pause but I have no interest in selling, and you can get really good skew right now for almost nothing. I think the Prime price increase is underestimated, that's $3 per month from millions of subscribers that just falls straight to the bottom line. Long but not adding right here.

$Amazon.com(AMZN)$ SEP 20, 180 C at and above ask from 21.60 to 21.75 in blocks and sweeps, 6 transactions in less than 5 minutes 5160 + contracts for opening premium of +/- $11.2M. This is a big institution, or buyer, trying to pe sneaky with equity from 186.79 to 187.02. Heads Up!

$NIO Inc.(NIO)$ As far as I remember myself, I haven't seen in any other decent stock with so many bashers, negative articles one after the other, haters, racists, lies, nonsense. I haven't experienced this much hatred towards a decent company like this in my life. If it would be Nicola - I would understand, where they towed the semi truck to the top of the hill and they rolled it down while filming it....

$SoFi Technologies Inc.(SOFI)$ I'm confident in Noto's ability to get this plane off the ground but will continue to closely watch the GAAP numbers. EBITDA is, of course, easily translated to "b.s. earnings." He knocked it out of the park this week with Cramer on convertibles and so forth. Long SOFI.

$NVIDIA Corp(NVDA)$ Still a buy in my opinion. Granted that there is a splurge in buying chips at the moment, but NVDA has built an ecosystem that include hardware/software and multiple applications. My Bull case for 2028 is for a price between 2500 and 3000, with a chance to go beyond that. 'Bear' case would be 1800-2200.

$Amazon.com(AMZN)$ the yearly chart for this is terrifying right now….. 15 years straight with an average of 50% gains means this thing could absolutely plummet at any moment like it did in 2022 with still no clear explanation for why that happened.

$Micron Technology(MU)$ I guess the CEO is the only one allowed to make money on this rally. This is definitely my play of the year. Looking forward to some future plays on this bad boy. Don’t sweat the red days. I consider them sales. Blood is the water. Money for Bulls and Bears. Everyone eats at this picnic. It’s a contradiction gotta love it. Good luck all. Year of the “8”.

$Reddit(RDDT)$ Its so funny to listen to the Media and others who should know better call this stock a "Meme" stock. Meme stocks were targeted stocks on WSB with a lot of float that were kinda failing entities for whatever reason like Gamestop (retail software) and AMC (Movie Theaters). They were cleverly manipulated stocks vulnerable to being shorted. Thats it. Just goes to show financial news and analysis is absolute National Enquirer levels of stupid these days.

$Amazon.com(AMZN)$ Wow. Amazon rocks. And the breaking news is ...Trump just sued the co-founders of the Trump Social Media company, his loyal Maga friends, because he wants to get all their stocks for himself. What a grifter.To think that some traders here were hawking the Trump social media stock, and now we know the Orange grifter is now in a lawsuit battle with the other founders of the company. This stock will tank tomorrow.

$ARM Holdings Ltd(ARM)$ Please remember this, addition to our own technology platforms where AI development is already happening, Arm is working with leading technology companies, including AMD, Intel, Meta, Microsoft, NVIDIA, and Qualcomm Technologies, Inc. on a range of initiatives focused on enabling advanced AI capabilities for more responsive and more secure user experiences. These partnerships will create the foundational frameworks, technologies, and specifications required for the 15 million and counting Arm developers to deliver next-generation AI experiences across every corner of computing. ARM has done it again just like before! They will cover the whole world like they did with their 99 % share of the mobile m

$Palantir Technologies Inc.(PLTR)$ The huge volume and price movement in early February confirms the big boys like and support PLTR. This stock has a beautiful price chart and the momentum to carry it much higher. Valuation, news of the day, opinions of others? Who cares. As long as this pony stays above its long-term moving averages, I'll stay with it.

$Palantir Technologies Inc.(PLTR)$ Most of Analysts seems do not have a full understanding of PLTR and its Ontology concept.PLTR is not a general AI product or solution provider but more focusing on analysis of the real and complex problems hidden in the organization that PLTR help customers could develop fundamental solution by themselves. PLTR is quite different from general AI products like chargpt, llama, gemini etc which do not seek for customer's real problems and its right solutions. Do not mix PLTR with other general AI products.Quite different in approach.

$Meta Platforms, Inc.(META)$ Been in since $95. Took some off the table at $500. Looks like big money is coming out of tech a bit, no problem, they will come back. Will add some back when the time is right. Open source LLM’s. Smart move. See you at $600+ by year end.

$CleanSpark, Inc.(CLSK)$ Don't get you in a wad 😉 All stocks go up and down, every one of them. I would like to add a few myself. and I might miss the bottom, but watch it close. This might be your last time to get some st this price. This will be $30 before you know it. Then $45 , $55, $65 ....

$SUPER MICRO COMPUTER INC(SMCI)$ This is the biggest moat in my eyes. They are building these modular blocks, so the are pretty flexible. Everytime some company like NVDA, AMD or Intel bring some new product on the table, SMCI has already the solution for this an is able to incorporate the chip into its modular system.

$Taiwan Semiconductor Manufacturing(TSM)$ Just about everyone is lining up trying to get their orders filled. Big money shorts it to keep buying at lower levels. Once they cover it’s going to pop. holding 148 call with 19 April exp. Balls deep. Holding over earnings. I have shares too. This will be at USD 200 in a blink of an eye.

$XPeng Inc.(XPEV)$ Will she break the 52 week low on Monday? Maybe? I wrote before; play this roller coaster. Buy the $7 calls XPEV 24 07/19 for $1.60 & $8 calls XPEV Leaps for $2.90. When she moves up dump the 7/19/24 and if she pops sell half the leaps holdings to cover all cost. If she hits $10+ then straddle 4 months out: buy both puts and calls. Roller coasters are an options dream.

$NVIDIA Corp(NVDA)$ 2 more new bullish pieces while market closed: 1. White House making a Chief AI officer position for every federal agency 2. ~100 billion Microsoft datacenter named Stargate proposed to open in 2028 (assuming 80% of this revenue is given to Nvidia and split into 4 years it adds around 20b a year in revs).

$Alphabet(GOOG)$ The only big tech that hasn’t ran up. Google was way early in AI with the Deep Mind acquisition back in 2014, almost 10 years ago. Google fumbled when ChatGPT came out. However, Google does have very advance AI tech, and they’ll probably turn the ship around pretty quickly.

$SoundHound AI Inc(SOUN)$ With just a little D&D anyone can see 1bill market cap, just over 300 million OS (very low) and set to double last years revenues. Nope this company is failing :)) will be @ $10.00 by the end of the year if nothing more happens. Does not take much to move this forward with such a low OS. This Emerging technology has massive potential. Giving it away at these prices.