$CoreWeave, Inc.(CRWV)$ CoreWeave's federal branch is brewing something massive. Hyperscalers' market concentration has already plunged to 65%. With federal contracts and new entrants flooding in, industry consolidation will dip below 50% faster than you can say "oligopoly". The valuation paradigm is primed for recalibration.

$Lithium Americas Corp.(LAC)$ Looks like we need a $GameStop(GME)$ -style uprising to teach these corporate giants a lesson, stop letting them manipulate the market at will.

$Opendoor Technologies Inc(OPEN)$ When they finally announce the new CEO this thing will moon harder than SpaceX rockets. Load up the truck and diamond hand!

$CoreWeave, Inc.(CRWV)$ Breaking: Trump snags $American Eagle Outfitters(AEO)$  jeans and the market rockets up! Tune in at 11 for more hype.

$UnitedHealth(UNH)$  This bizarro market never ceases to amaze. Companies with real moats and profits get the short stick, while tech pipe dreams swimming in debt ride high. The circus is in town folks!

$SUPER MICRO COMPUTER INC(SMCI)$ this drop is a joke way overdone for a company with this much growth and more importantly a competitive advantage if anyone should worry it is dell $Dell Technologies Inc.(DELL)$ and HP $HP Inc(HPQ)$ not SMCI which will eventually gain market leverage as it continues to dominate market share.This sell off is way overdone. The current price represents a great buying opportunity. I’m in this for the long term. No intention to sell anytime soon. Have a great day.

Shorting $Opendoor Technologies Inc(OPEN)$  is like busting a gut for nothing, while going long turns it into the next big thing. I'm planning to cash out when it breaks through $100. Real estate's always been the heavyweight champ in the investment ring anyway.

$Apple(AAPL)$ Almost sold all my Apple stock a couple years ago, since I am a longtime Berkshire shareholder, I figured with Berkshire holding all that Apple stock, my Apple holdings would have been redundant. Whew! Thank goodness I changed my mind. Goes to show you, sometimes the best trades can be the trades we DIDN'T make....

The tsunami is coming. $Beyond Meat, Inc.(BYND)$  reshaping the game. Half a mil riding the wave. My crew knows what's up

$Sea Ltd(SE)$ Impact of TikTok Shop Closure on SE.After the closure of TikTok Shop in Indonesia, the market is still unsure of the extent of the impact on the local area. TikTok Shop closed on October 4th. After the closure, e-commerce livestreaming shops generally redirected traffic to independent sites and Shopee via URL links.Any chance TikTok get approval to launch a separate app. Surely they can’t abandon the ID market otherwise their global e-commerce ambitions get hurt. I long SE but worried if TikTok approval, we crash again.Image