$Sea Ltd(SE)$ SE positive trend should continue. They will show they can sustain GMV growth with higher margin cause they are #1 in SEA. Garena has turned the corner and just getting started. India relaunch around the corner. Lets Go!

$Barrick Gold Corp(GOLD)$ The world's second-largest gold miner Barrick Gold (GOLD) is gearing up to release its Q2 earnings report ahead of Monday's market open. Analysts are bullish, predicting a 45% surge in profits.Meanwhile, sell-side analysts recommend a Buy and Seeking Alpha's Quant Rating system assigns the stock a Strong Buy rating.Last month, the company provided a preliminary production update, revealing increased gold and copper output compared to the previous quarter. The miner remains confident in meeting its full-year production targets, anticipating a steady rise in output throughout the year, with a particular emphasis on the second half.Consensus EPS Estimates: $0.28Consensus Revenue Estimates: $3.13BEarnings Insight: Barrick has

$Coinbase Global, Inc.(COIN)$ I told you guys months ago to get out of coinbase that crypto was going to crash and coinbase is going to move way down. I been shorting all the mag 7 stocks and getting pitch forked for it. Get rekt buddy. I don't get these things wrong. I told you guys I understand crypto from investing in it for over a decade. High interest rates is bad for crypto. Always has been always will be. So don't cry now I warned you guys many times to get out of coinbase.

$Lumen Technologies(LUMN)$ If you look at history, Lumen is back to 1988 prices. From 1988 to 2022, Lumen traded anywhere from $9 to $49. Thats 34 years. Whoever got in at a buck was pretty lucky. Supposedly, Lumen is transforming into a growth company now with Kate in charge. I'm getting more confident in the story and can't wait to hear about the additional 7 billion in deals. Will we spike again getting us up to $10-$15? Only time will tell.

$Advanced Micro Devices(AMD)$ Even in bad years, AMD always managed to recover/have a bullish run in second half. 2021, 2022 and 2023 were very different years when you compare them, but they all had AMD overperforming in the last months of each of those years. I think 2024 will be no different, with the stock bottoming where it is now. Except this year there were no bad news, all points to AMD growing in latter 2024 and 2025: AMD is undervalued and oversold. Shorts will add to the buy orders once they cover before December.

$Occidental(OXY)$ OXY needs to sell a good hunk of CR and hit a major project milestone such as lithium production revenue to get things rolling. I just don't see DAC as being socially acceptable by progressives, nor productive enough for investors to get behind in a big way. NPWR maybe. Lithium maybe. More Permian production maybe. A JV (need more than exploratory LOIs) with ADNOC maybe. I hope I'm wrong about DAC ... they certainly have had success with pre-production commitments. But if the world wants to solve all the energy demand projected and do it fast while meeting green hurdles, it's likely the small reactor nuclear route. JMO.

$Novavax(NVAX)$ The conference call confirmed that additional deals for Matrix M and other protein vaccines “as well as egg based vaccines”. . This is massive news as it opens up huge potential revenue streams with zero dev or extra manufacturing cost. For example, the Equine vaccine market is approximately $1.8 billion. The conference call confirmed that initial testing shows that Matrix M boosts efficacy and longevity and since antigen can be reduced it makes the vaccine cheaper to make and since there’s less antigen there’s fewer/reduced side effects. There is very real potential for billions of dollars annually that Matrix M can capture. Cash Cow = Matrix M + Nuvaxovid + NanoFlu + RSV + H5N1 + R21/Matrix M + H5N1 Inhalable + Sanofi opportuniti

$Microsoft(MSFT)$ Stock splits make shares more marketable and liquid in the market. Studies have shown that stocks that have split can outperform the broader market in the year following the split and in the years that follow

$Shopify(SHOP)$ The money was made selling at $92. You clowns didn’t sell did you? I guess you haven’t learned from the past. lol. Recession is what most believe is going to happen. If they believe it, they will slow spending. The subscription rev increase came mostly from fee increases, not growth in customers. But you don’t care, now it continues the fall and you’re baggies again. lol. Today was a good day but it didn’t even close above where it was a few weeks ago. The macro has collapsed since then . I look fwd to buying some tech after the rout. Until then Telus it is.

$Walt Disney(DIS)$ So there will be a pop in the price when Disney releases their numbers... they'll put a positive spin on mediocre numbers (as they always do) then after a day or two after investors digest the numbers, the stock will crash back down...as it has done for the last 6 earnings releases. And that's best case scenario. If WW3 starts soon in Iran/Israel, then look out below. Even if earnings are as expected, the PE will be an absurd 75!

$Occidental(OXY)$ OXY is a Real Oil & Gas company, unlike Fake AI DELL and Fake Chip INTC uncle has been calling them.DELL spent more money buying back own shares than it's market Cap when it was taken Private then, INTC always cries for Government Subsidy under useless CEO. They should lay flat and depend on TSM to make more chips for them.OXY will report tomorrow, it'll be Vicki's show, Uncle is in quiet period on OXY, so FAR it's fundamentally well.Tomorrow's Q2 earnings should be no problem as the earnings expectations have been lowered from 90 cents to 77 cents per share.It's a different story for the Q3 $1.06 earnings expectation as that will need to be lowered.

$EAST BUY(01797)$ Right now, the main Dongfang Zhenxuan account has over 20,000 viewers, Dongfang Zhenxuan Beautiful Life has 10,000+, Dongfang Zhenxuan Self-operated account has 3,300, Dongfang Zhenxuan Clothing has 1,500, and Dongfang Zhenxuan Books has 1,000 viewers. The whole network is standing strong and getting more and more vibrant.

$PayPal(PYPL)$ Considering this company was one of the first online checkout companies ever the fact that all these years later it’s about 5th in the world for transactions means they messed up and didn’t grow like Google and Apple Pay.. I don’t see how this grows much from here. Its almost obsolete tech at this stage

$Intel(INTC)$ If the earning is not good as I expected, I just buy more for a long-term investment. Why the USA government invest 8 billion in Intel? Just wait for the government to says "All chips must be made here in the USA in order to sell it here!"

$Alibaba(BABA)$ $Alibaba(09988)$ Mag 7 had a bad day. Cheerleaders predicted rotation into BABA. BABA surged yesterday. Cheerleaders predicted greatness. Down again today. Earnings ahead. Cheerleaders predicting greatness. Rinse and repeat. We know what's going to happen. Wake me up when BABA breaks $120.

$Alibaba(BABA)$ $Alibaba(09988)$ A good ER will not boost BABA. Have seen that hope from different posters all the way down from $300+. They disappeared after being wrong. BABA's rinse and repeat cycles will continue to tease until it breaks through $120. BABA's has shrugged off a long list of catalysts since 2020. That will continue for the foreseeable future. Institutional ownership remains at an all-time low of 14%. BABA's biggest issues continue to worsen. Underwater longs that didn't sell on the way down continue to suffer. Every time BABA rises profit takers that biught below $70 sell. Money to made trading BABA's rinse and repeat cycles if you ignore the cheerleaders bas

$Marathon Digital Holdings Inc(MARA)$ MARA produced 7 blocks on 7/29 for 23.3 Bitcoin (includes small Foundry payouts) and a 29-day total of 645.26 Bitcoin. Average/day was 22.25 Bitcoin for a July estimate of 689.8 Bitcoin, US only. For reference, June total was 590 Bitcoin. By comparison, 30-day total payouts for CLSK was 478.5 Bitcoin. Average/day of 15.95 for a July estimate of 494.5 Bitcoin. RIOT 30-day payout was 293.2 Bitcoin. Average/day of 9.77 Bitcoin for a July estimate of 303.0 Bitcoin.

$ARM Holdings Ltd(ARM)$ If I were buying ARM right now I'd be buying a quarter of a position and then waiting to see what it's going to happen next before adding more. You can always buy more later. When the semi's start dropping, they usually drop hard and fast and that's the best time to buy them.

$NVIDIA Corp(NVDA)$ Last time it went from 980 to 860 I was reading the same stuff and I sold at a loss 5 min later it went back up, and wait for it .... went down again to 770 and then 1400 ( 140) I do get it, nvid might go down a bit more so I am not in denial friend. let see how you feel when the direction changes. hugs and kisses

$Alibaba(BABA)$ $Alibaba(09988)$ If it goes up in HK, it falls sharply in US. If it goes up on US, it falls sharply in HK. If it is falls in HK, it falls sharply in US, too. If it falls in US, it falls sharply in HK, too. This is how BABA works. No sustained going up. Only sustained falling.