$ProShares UltraPro QQQ(TQQQ)$ The US stock market was mixed last night, but the Nasdaq held up pretty strong. Even with two weak data hits, it still managed to close in the green，resilient as ever.

$Palantir Technologies Inc.(PLTR)$ I’ve been holding this one since 2022，through all the noise, the short sellers, and the “it’s overvalued” crowd. But I held on. Now? Totally worth it. This is what value investing is all about: understanding the company, seeing where it’s heading in the industry, and ignoring the short-term drama. Feels like PLTR is just getting started. Holding it? Feels damn good.

$ProShares UltraShort 20+ Year Treasury(TBT)$ I’m also shorting US Treasuries, but I went with ProShares UltraShort 20+ Year Treasury and played it with a bull call spread，extra leverage, baby! The setup keeps theta close to zero and takes advantage of higher IV on the OTM call I sold, so it softens the timing pressure a bit. Once rates really start moving, I’ll close the short call and ride the single leg call for max upside. Just laying the groundwork now, waiting for the big move!

$IONQ Inc.(IONQ)$ Nearly a 50% surge in a single day—quantum computing is heating up the market! Despite the overall weak performance of U.S. stocks, structural opportunities still exist, and quantum computing is one of the hottest sectors. $D-Wave Quantum Inc.(QBTS)$ skyrocketed 46% to $10 after its breakthrough in simulating magnetic materials, surpassing traditional supercomputers.

$GDS-SW(09698)$ I’ve had some nice gains recently with GDS! There have been some fluctuations, but the overall trend is positive! As a leading cloud and data center operator, GDS has been doing strong in the Chinese market. They’re expanding their data centers globally, and with the increasing demand for this industry, the growth potential looks huge. Big thanks to CBA!

With the recent release of central SOE market value management guidelines, tech SOEs like $SMIC(00981)$ are expected to achieve revaluation and strengthen their capabilities through mergers and acquisitions, which boosts my confidence in this investment. As a leader in China’s semiconductor industry, SMIC stands to benefit from domestic industrial upgrading and emerging trends like low-altitude economy and commercial aerospace. While there may be short-term fluctuations, I’m confident that SMIC has a bright future in China’s manufacturing transformation. The future looks promising!Every profitable trade is a lesson in patience and discipline. Keep learning, keep growing.

$Snowflake(SNOW)$ what a load of total bulls….Have you been to the San Mateo office lately? Your customers do not want your half-baked experimental AI module subscription add-ons. And the sales team knows it. Deloitte wouldn't do it. Have a feeling you guys are about to lose a lot of deals.

$Walt Disney(DIS)$ aging parks, aging IP and aging legacy media. Am a huge Marvel fan and enjoyed the first episode of Secret Invasion, but the spark seems gone from the MCU. Not surprising, it had an unprecedented run. Disney needs to go back to the drawing board, literally.

Swap & Battery lease allows NIO to cut cost with no long term material impact. Aside from getting that gorgeous & award winning quality NIO EVs, with equivalent high quality after sales support… For customers, they get what they lease for. Convenience of fully automated swap in 3mins, “worry free” from degrading battery, can upgrade if wanting to to new bat. Assurance that swapped in battery is inspected/tested for quality & defects every time! Peace of mind driving with Battery that will not cause fire/explosion. $NIO Inc.(NIO)$ $XPeng Inc.(XPEV)$

In fact I won't buy phone, tablets or computers if they are not manufactured by TSMC.Their chips are well built and perform best.These include Apple, Qualcomm, AMD.For example compare SnapDragon Gen1 (by Samsung) with Snapdragon+ (TSM) and or Snapdragon gen2 (TSM)You won't look back. $Apple(AAPL)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Qualcomm(QCOM)$ $Advanced Micro Devices(AMD)$

$Marathon Digital Holdings Inc(MARA)$ STOP BLAME government Bitcoin Transactions Per Day is at a current level of 598256.0, up from 575051.0 yesterday and up from 279511.0 one year ago. This is a change of 4.04% from yesterday and 114.0% from one year ago. SO 9.8 k is 1.5 % of daily volume The daily increase in volume is 23 k so 2.5 times the sale of government The only thing is that government are selling their crown jewels at a discounted price No event!!!!

$Advanced Micro Devices(AMD)$ Amd shorts won't give up easily!Towards the last 2 hours, both Nvda & Intel were going up substantially but Amd remained weak!This is the 5th time tested 100 with no success. Today it reacheda high of 99.94 and closed at 97.02!Let's be patient! Once it breaks this tough resistance at 100, Amd will take off sharply from there!

Tesla has EV market share erosion. Many EV companies, including Xpev, are eating into their market share. Fisker delivered its first car TODAY!!! Fisker shares are going to the moon soon!!! 🚀🌚 Grab a few shares while you still can!!! 👍🍻 $Tesla Motors(TSLA)$ $XPeng Inc.(XPEV)$

$Zhong Yang Financial Group Ltd(TOP)$ So if someone were to short it at 10 bucks and it drops to 5 bucks they make 50% less fees. But if it ran to 50 bucks they would be down 500%. I’ve never shorted a stock before, how do the brokers protect themselves in the event it runs to 50 bucks or even back to 100 bucks?Seems like the opportunity to short is gone and technically it’s way oversold in the short term indicating it will have another run of some sort.

Trivia question: what frequent poster published > 20 messages in the last 2 down days and has not yet shown up today. A tip: this poster predicted this stock would go back to $90 and then to $60 more than one year ago. Another tip: this poster predicted a recession in the first quarter of this very same year. Another tip: he uses several aliases. Another tip: some of his messages have been reported some months ago to the SEC by some crazy stock vigilante. Another tip: out of all possibilities and overvalued stocks in the stock market, he insists on shorting and bashing Qualcomm. $Qualcomm(QCOM)$

$Walt Disney(DIS)$In the long run Disney will be fine. Bob Iger is working to get Disney on track. You will see:Great entertainmentStaying out of politics and staying in their laneReturn to great profitabilityAnd the Return of Jack Sparrow.......buy disney！

Is $BigBear.ai Holdings(BBAI)$ Looks like shorts used up their availability as markets opened to try and kill the momentum. No availability left, cost to borrow is high, short interest is high. Squeeze opportunity very likely! Time to push this up!

$Bloomberg Natural Gas Bull 2X ETF(BOIL)$ many of you don’t understand that any article you read is by definition already priced into the futures curve, which had Nat Gas nearly doubling in the back half of 2023. Holding BOIL you must overcome the contango in the futures curve plus the 5% per month decay. Doesn’t mean you can’t win but at least understand the game and why this is designed to go down 90% of the time.

$C3.ai, Inc.(AI)$ To all the shareholders that suffer last week a very unfair trading manipulation by the short entity: yes they affected us badly, yes it is unfair because they behave like no ethics beings just motivated by pure greed. Their actions will be observed and judged by the Universe. No money earned like this could benefit someone. Now on our side let’s behave like true shareholders believing of AI potential going forward. Let’s accumulate when we can and keep increasing our shareholding of this strategic and disruptive company. Let’s hold till we get Dividends and market cap exceeds 100Bn God willing.

$Lucid Group Inc(LCID)$ I'm hoping Lucid shares can move high enough between now and 1Q23 earnings release on 5/4/23.  I would be happy to sell at breakeven.  If Lucid reports another $750 mill quarterly loss from operations, like Lucid did in 4Q22, shares could come under selling pressure.