$NIO Inc.(NIO)$ The shorts know everything about NIO, every word William Li uttered, every bit of news. I have a feeling they are just flirting because they are lonely, they are secretly bulls.

$蔚来(NIO)$The shorts know everything about NIO, every word William Li uttered, every bit of news. I have a feeling they are just flirting because they are lonely, they are secretly bulls.

$SMIC(00981)$ Believe in the country's prosperity, hold a full position in SMIC, the process is tortuous, but the future is bright!

$Broadcom(AVGO)$ AVGO does seem like it'll be an extremely volatile stock in the near-term. And reasonably so, as markets debate between the company's AI prospects (competitive advantage in custom ASICs/networking) and the extent actually supportable by tangible fundamentals. My view is that there is a high potential for the stock to correct towards my reduced price target given the estimated market for AVGO's AI solutions will indeed be comparatively constrained, and also considering persistent downside risks facing its non-AI business. The volatility makes it quite prone to such a correction at current levels, and for short-term trading, I'd take some profits here.

$Intel(INTC)$ I don't think all this Intel news lately worth all that much either - enough to scrape it off the bottom but that's not saying much. Unlike my long/short small cap fund of which I spend 90% of my time, my personal large cap portfolio has melded into shadow index with decades of legacy positions and funds. I also hate selling these positions because they are mostly capital gains. Sometimes it works out like $Oracle(ORCL)$ where company turns it around and I even bought more in last year. Sometimes like Intel, it's just a disaster. As I said earlier, nothing sadder in investing than the round trip.

$Broadcom(AVGO)$ I’m looking at AVGO and it’s got a PE ratio of 31, and the expected EPS growth is only 15%. That gives it a PEG ratio of 2. To me, that’s kind of pricey. I mean, fair value should be closer to 1 if you ask me. It’s like paying top dollar for a value meal that’s just okay. I get it, the hype’s real and all, but I’m not convinced it's worth the premium right now. Maybe I'll wait for a better entry point.

$Micron Technology(MU)$ AI hype bubble bursting? Look at $SUPER MICRO COMPUTER INC(SMCI)$ . As I said it would, SMCI burst is already happening. Down about 68% from its ATH. MU could be next. My guess is $50 within the next few months, then maybe $10 or so over the next couple of years.

$Coinbase Global, Inc.(COIN)$ For COIN, it’s crucial to keep an eye on those support and resistance levels. Right now, I’m watching the $150 and $146 zones closely—these are key support areas where the stock could bounce back. On the flip side, resistance is showing up in the $155 to $157 range. If you're day trading, this is where you might see the stock struggle to push through.

$NVIDIA Corp(NVDA)$ with the cash they have on hand nvidia can only afford to buy back 1% of the total shares outstanding, 245 million shares totaling around $24.5 billion. spend more than that then they can't afford to pay back suppliers, salary, r&d etc. keep in mind $30-$40 billion is probably all they have on hand from all these years of profit. so the rally probably will end in a week, at most 2 weeks. i've seen a company with 10% share buyback budget still down 30% in 2 weeks, let alone nvidia with 1% share buyback budget. just keep calm and continue shorting 😉

$NIO Inc.(NIO)$ $NIO-SW(09866)$ If you are invested, I wish you the best. However, in my personal view, it's too early to jump to a firm conclusion. Particularly on the bullish side. Nio has a volatile history. For now, let's see if they can continue to narrow operating level losses. NIO continues to lose boatloads of money and battery swap remains a very unprofitable business model.

$NVIDIA Corp(NVDA)$ Have you sold here? If you haven’t, you’ve not locked that in. This could be the biggest rug pull of all time. I think NVDA will see one more big rally. After that, NVDA could get to $75 in a few months, $45 a few months after that, and maybe $15 within a year or two.

$Tesla Motors(TSLA)$ Tesla is seriously overvalued—probably the most in the entire S&P 500. The stock is priced as if it’s going to deliver 50% growth, but Musk has only managed 1% so far. Now, with demand for electric vehicles starting to wane, the market for them is shrinking, and Tesla’s slice of that shrinking pie is getting even smaller. Honestly, I’d say watch out below because this stock could take a big dive. If you’re holding, it might be time to think about bailing out—this is a STRONG SELL, in my opinion.

$Tesla Motors(TSLA)$ I've been trading stocks for decades now, and know how this works now-My buddy said high school kids no longer look at or even notice Teslas any longer-No longer has any "buzz". This is early indication of lowered demand and sizzle on these ugly autos.Seems a silly stat but has been proven solid information. SELL

$Coinbase Global, Inc.(COIN)$ COIN has a broken business model. For individual investors, it's now far cheaper to buy Bitcoin and Ether as an ETF in a traditional brokerage account. As more crypto ETFs are launched, the need for Coinbase will evaporate for most individual investors. COIN's institutional business will not make up for the lost profits from its retail business. COIN chart is horrible. Look at the next downside support level.

$Palantir Technologies Inc.(PLTR)$ The revenue growth and profitability are both accelerating at a really fast pace, same time next year the price could be 50% higher yet the valuation could be 20% lower just due to the expanding margins. Pair that with the insane demand they have for the product and old clients expansion deals with new clients being added along the way and then some potential massive government deals coming all next year at the same time. In my eyes I'll gladly "overpay" today for that potential growth that's to come in the next few years. Don't forget SAAS names usually have a higher premium in the market due to higher profitability and scalability. All this on the tailwind which is AI and now that the

$Micron Technology(MU)$ NVDA $NVIDIA Corp(NVDA)$ zoomed over 10 X under 2 Years whereas MU didn't even move 50% from its 2 year high. What NVDA has to do with MU. MU's performance will be great and it should reach $ 145 levels it touched during last Q results.Don't sell one share.GL!

$Apple(AAPL)$ apple has yet to come with a flip phone when other companies are almost writing them off ..apple is that late...probably apple has to ask for even that technology just like it went begging to open AI and Google ...that's the limit of apple....useless company

$Meta Platforms, Inc.(META)$ The “weak spot” is Facebook has peaked and may soon become the next MySpace. User base is growing sure, but mostly outside the US. I don’t know anyone who is as active on it as they were ten years ago. Only reason why I have it (after deleting it once) is to use Marketplace. Instagram is more “hip” with Gen Z so has a better chance in the future. Profit margin is good yes but Google $Alphabet(GOOG)$ to me is a more robust company in the long run.

$Apple(AAPL)$ I don't get it. NVDA's $NVIDIA Corp(NVDA)$ PE is 54. And hardly anyone says much about this.AAPL's PE is 34 and the hand wringing is audible.Why isn't AAPL trying to get a portion of NVDA's business? I would think that AAPL's experience making chips would put it in direct line to take on NVDA

$SUPER MICRO COMPUTER INC(SMCI)$ Owners of the stock unfortunately do not know anything that goes on behind SMCI doors. Wait until they use the words going concern some day! Right now they will have to explain the allegations of sanctions evasion, deal with a class action lawsuit or 4, and debunk any accounting irregularities, and much more! It’s going Lower.Competition is eating into SMCI's gross margins. So SMCI does not have a monopoly in providing the hardware.