$Riot Platforms(RIOT)$ I feel that the EPS targets set by analysts for Q1 are understating the impact of ASU 2023-08 which RIOT early adopted per their 2023 10-K. With BTC price of nearly 70k as of 3/31 and their early 2024 election to hold bitcoin produced instead of selling upon production (see Note 2 on the 10-K) I think we’re going to see a massive unrealized gain sitting on their Q1’24 Balance Sheet that would be a surprise to the general investment community. That, paired with their announcement of Q1 earnings being held a week ahead of expectation is a quite bullish indicator in my opinion. Interested to hear if anyone else feels that’s a valid point or not.

$Netflix(NFLX)$ Increased licensing to Netflix has already started to happen as legacy media companies try to cut streaming loses. The problem for the legacy companies is Netflix has negotiating power having its own original content but it’s better than losing money trying to compete with Netflix.NFLX is a smart move for anyone with at least a 2-year investing horizon. Most of the competing streaming services will fail - and instead studios like Paramount or NBC (Peacock) will just focus on creating content and streaming through Netflix, Amazon Prime, Apple Plus, and Disney - with Netflix being the market leader. In addition, Netflix has multiple areas of new growth yet to be fully tapped e.g. advertising, merchandising f

$Coinbase Global, Inc.(COIN)$ I sold COIN too soon after the December top, now trying to cost average back in. Lesson learned here. With MSTR, I did the opposite, opened a position during the January pullback and adding a share on every down day since. Both in the black, but MSTR doing better. I think Bitcoin goes to 6 figures this year. US dollar printing to fund the deficit aImost assures it, especially after the Bitcoin halvening. Bitcoin now has a stock to flow ratio better than gold. Both of these stocks have a lot of Bitcoin on their balance sheet, esp MSTR. I think these stocks, along with Bitcoin etf's are a better long-term tech bet than NVDA, which is likely prone to double-ordering and China geopolitics. AI is

$JD LOGISTICS(02618)$ Pang Donglai has teamed up with $JD-SW(09618)$ to build a supply chain base, which will be put into production in June, just in time for the 618 shopping festival. Don’t say it’s not interesting. Think about the more than 100 Pang Donglai products that will all be launched on JD.com, with logistics all relying on JD.com, and users across the country placing orders and receiving goods directly. You can imagine the data will soar with your eyes closed. This wave is superimposed on the peak stimulation of flash sales for takeout. In the short term, funds will rush in as soon as they smell the wind. I am optimistic that it will have a beautiful volatile market, and there is nothing wro

$Spdr S&P Biotech Etf(XBI)$ Looking at XBI’s recent moves, it’s clear，being in the biotech game isn’t easy. We’re in a post-immunotherapy era now, where most “innovation” is just patchwork and endless competition. In reality, developing new drugs is an act of faith. Making money in this space? It’s a mix of fate, luck, and catching beta waves. Trying to find alpha from picking individual biotech stocks is hard，even for so-called “pros.” To everyone out there building or betting on innovation in this space: much respect. You deserve support, and some encouragement too.

$HORIZONROBOT-W(09660)$ Localization accelerates, Horizon Robotics leads the race as a rising star. Having broken the triangle pattern, today's pullback is normal. The gap is likely to be filled next week with all indicators pointing upward.

$BigBear.ai Holdings(BBAI)$ is surging lately! The AI boom keeps driving it higher, pushing the stock up this rebound. Short-term gains look solid—adding on the dip and staying bullish on its long-term potential!

$Circle Internet Corp.(CRCL)$ has successfully built a solid base with significantly higher trading volume, and it's firmly standing at a turning point! Made some decent gains on this move—feeling like it's only a matter of time before it climbs back to $300. Plus, the recent Contra688 event is just awesome—free top-up vouchers really sweetened the holding cost!

$Strategy(MSTR)$ is literally the big short crowd’s top target. If we get hit with a liquidity crisis like March 2020 again, remember when oil futures went negative， MSTR will be the first to crack. That’s why I’m eyeing $T-Rex 2X Inverse MSTR Daily Target ETF(MSTZ)$ . Bottom-fishing this one just makes sense：low resistance, high payoff, perfect play for a shaky market!

$Apple(AAPL)$ 's trend is seriously impressive! Lines for new products at stores, strongest earnings ever incoming. Waiting for the stock to take off, $250 this week is a no-brainer.