$Dell Technologies Inc.(DELL)$ Dell just rolled out its PowerEdge XE8812 AI server built on NVIDIA's Vera Rubin NVL144 architecture. This is more than a hardware update; it feels like a preview of where the next AI infrastructure cycle is headed. Key points: Built on the Vera Rubin NVL144 architecture Up to 144 GPUs per rack Liquid-cooled, high-density AI/HPC design What stands out to me is how quickly the ecosystem is already shifting to the next NVIDIA platform, even before the current wave has fully matured. From an investment perspective, this seems to confirm that AI infrastructure demand isn't slowing down—it's just moving to another layer in terms of complexity and scale.

$SpaceX(SPCX)$ This is getting pretty wild. SPCX reportedly signed a compute deal with open-source AI startup Reflection AI, gaining access to Nvidia's GB300 chips at Colossus 2. The numbers really stand out: • Around $150M per month starting July 1 • Roughly $6.3B total if it runs through 2029 That monthly burn is intense on its own. This is what the AI era is starting to look like in real time—not just model hype, but multi-billion-dollar compute commitments locked in years ahead, all built around Nvidia hardware. Feels like we're moving from "AI stories" to "AI infrastructure contracts" very quickly.

$NVIDIA(NVDA)$  Long term, investing in AI is the way to go. Ignoring the daily noise is the smartest thing an investor can do. The long term picture is intact. AI spend and demand keep growing, and so does Nvidia's stock price. Everything else is just noise.

Valuation is finally becoming interesting again among large-cap tech. Watching: $Amazon.com(AMZN)$  $Alphabet(GOOG)$  $Microsoft(MSFT)$  $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  Despite concerns around AI spending, competition, and regulation, these companies continue to generate real earnings growth. Growth matters. Valuation matters. The combination of both is where opportunities emerge.

$NVIDIA(NVDA)$  Apple could have chosen anyone for their new AI chips. Who did they go with? Not AMD, not AVGO, not MRVL, not Google, not AMZN. NVDA is the premier chip company, bar none.

$Advanced Micro Devices(AMD)$ These dips are for the fearless. Those who hold on should be rewarded handsomely.

$NVIDIA(NVDA)$ For the very last time, as long as AI spending and demand keep increasing, so will Nvidia's stock price. We're in year four and counting.

$ProShares UltraPro QQQ(TQQQ)$ 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!!! 👍🍻 $Tesla Motors(TSLA)$ $XPeng Inc.(XPEV)$