$Broadcom(AVGO)$ When chips crashed I increased my position in AVGO, which was already my single largest holding, by more than 50%. As AVGO has risen by more than 20% in a week, I just sold that portion that I bought. AVGO remains my single largest holding, but because of its volatility I continue to plan to trade around my core position in AVGO.The core position in AVGO has done quite well. I bought AVGO in 2020 under $25, and it has risen more than 6-fold in the past four years. I continue to have a high conviction hold on this stock for the long term.

$NVIDIA Corp(NVDA)$ Honestly, I'm so impressed with Jensen's leadership that it actually scares me a little bit...what happens when he decides to retire? Being that he's 61, I don't think that's a near-term concern...and by the time NVDA has a leadership transition, I expect the share price to be much higher...but this is the problem with investing in companies with such superb leadership...the question: can the next person live up to the standard? Maybe this is just PTSD from the post-Schultz SBUX period, but it's something that I think about from time to time.

$Broadcom(AVGO)$ If you have owned AVGO for 10 years you have realized growth of 17X your original investment. Through that whole period it has been consistently called “overvalued”. Obviously it wasn’t because value can’t be be given a formula that fits all stocks.If you’ve owned AVGO you are up 50% year to date and you’ve doubled your investment in a year. Going forward expect the same if not better performance. Growth in Tech. Is still in its infancy and anyone who doesn’t believe that is certainly going to miss out on wealth building opportunities.I don’t agree with the “contrarian” theory because buying on trading dips is what most true investors do. I’ve owned AVGO more than 10 years as well as

$Meta Platforms, Inc.(META)$ META is really struggling to break that $540 barrier right now. It’s been tough, but I truly believe that once it finally crosses that line, we could see it shoot up much higher! I’m excited to see what happens next. The potential is definitely there, and I’m hanging on for the ride.

$Li Auto(LI)$ $LI AUTO-W(02015)$ Li Auto is really taking off lately, and it’s mainly because their smart driving tech is boosting L9 sales. Plus, the increase in Max model purchases is impressive! Stocks are the most tangible indicator of success, and it’s clear that Li Auto’s smart driving has made a huge turnaround compared to last year. The difference is night and day! I’m excited to see how this momentum continues to build—there’s definitely a lot to be optimistic about!

$Microsoft(MSFT)$ Timing the market is tricky, so I’m not into day trading. Instead, I’m all about slowly building up my share count for the long haul. I wish I could afford to buy more, but even with small, regular purchases, I’m confident in MSFT’s potential. The company’s performance has been top-notch, and it’s hands-down one of the best large-cap stocks out there. So, I’m sticking with it for the long term—no need to rush, just keep adding when I can. MSFT’s future looks solid, and I’m excited to see where it goes! 🚀📈

$Micron Technology(MU)$ The fact that MU dumped at open tells you how stupid the market’s trading algorithms really are. The price of MU should recover quickly once the bulls realize that sell-off is an unexpected gift. In short, the market was correct in driving the price of MU up by 4.4%. Even at closing price of $90.65, MU is undervalued relative to other AI-related stocks.

The era of high interest rates may be coming to an end soon.Recall that the US Federal Reserve (“Fed”) increased interest rates at the fastest pace ever back in 2022 to 2023.With the US labour market showing signs of weakness, the Fed may be poised to cut interest rates later this year to stimulate the economy.Here are four sectors that stand to benefit should interest rates start their decline.1.REITsThe REIT sector has taken it on the chin since interest rates shot up two years ago. REITs rely heavily on debt to finance their operations and acquisitions.The increase in interest rates has crimped their distributable income as finance costs soared. When interest rates fall, it will provide some relief to REITs that are refinancing their loans. $Map

$Microsoft(MSFT)$ AI will not matter. Look at the historical PE, it has been around 30. And MSFT business and profits are growing. Just need to start buying back stock regularly like Apple. $Apple(AAPL)$ PE has shot up from around 25 to 33. $Meta Platforms, Inc.(META)$ is also around 25.Meta and MSFT will be fine if revenues and profit growth is sustained. Apple will also continue its high PE if it continues to grow profits and revenues and keeps buying back stock in spite of growing competition.Last chance to buy at these prices. MSFT under-valued, will not return to today’s prices. Don’t miss this opportunity. Or else, buy $460 in Octo

$NVIDIA Corp(NVDA)$ First of all, Zuckerberg $Meta Platforms, Inc.(META)$ is buying all the GPU's he can get his hands on. The same with Elon Musk $Tesla Motors(TSLA)$ who is building the largest computer in the world. So, they are seeing a ROI. Second when Blackwell starts shipping it's going to put competitors even farther behind. This isn't stopping and in fact the number of software applications along with their service will make up 35% of their revenue which is going to easily put Nvidia next year at 180.00 a share.

$Apple(AAPL)$ Upgrade cycle is here. They will sell a lot of phones. So don’t you worry about growth- at least for the next few quarters. That buys time don’t you see for the “Apple Intelligence” effect to kick in when new apps being developed for Apple Intelligence start hitting the App Store. See there is a plan. The plan is about software and services. That’s where the growth will come from.

$Marathon Digital Holdings Inc(MARA)$ We all know that when MARA starts to rally, it’s going to go big. With Bitcoin poised to skyrocket from mid-October through 2025, MARA, being a major player in the mining game, is set to benefit massively. If you’re looking for the best buying opportunities, now might be the time to pounce.MARA is positioning itself like $MicroStrategy(MSTR)$ and once Bitcoin begins its ascent, MARA will likely follow suit and surge up to around $35 with ease. The company's strong strategy and the potential Bitcoin boom are a killer combo. So, if you believe in Bitcoin's future growth, MARA could be your ticket to a significant return. It’s all about timing and getting in before the b

$Micron Technology(MU)$ Let’s not forget that Micron was trading at $85 before all this AI hype started. So even without AI driving the price, it’s tough to argue Micron is overvalued at $85. We still need chips for computers, smartphones, EVs, and more. AI just adds to the mix, but the fundamentals are solid. If you’re worried about the price, remember the value is there beyond just the AI craze.

$Amazon.com(AMZN)$ Hey, during that little market pullback in August, I took a leap of faith and doubled down on Amazon's shares! Picked them up around $155, and basically doubled my position in a heartbeat. Gotta admit, I was a mix of excitement and nerves – the stock market can be unpredictable, you know. But I just had a gut feeling about Amazon's potential, and I went with it. Now, it's all about waiting and seeing how it pans out. Hoping for a good harvest! Add this stock to the cart.