$TENCENT(00700)$ Lyon's assessment is pretty much in line with what I predicted earlier this year. A dividend of 4% to 5% plus buybacks, and a compound annual profit growth of 10% to 15%. Lyon's research report maintains a "buy" rating on Tencent (00700), believing the company can sustain a compound annual earnings growth of 15% to 20% over the next three years.

$Apple(AAPL)$ Dividend increase…Additionally, Apple will be raising its dividend by 4% to $0.25 per share (quarterly) and is planning for more annual payout increases going forward. Apple's annual earnings are now expected to be up 6% in fiscal 2024 and are projected to rise another 8% in FY25 to $7.10 per share.

$Palantir Technologies Inc.(PLTR)$ Well let us put the facts straight! 1.PLTR had an excellent quarter 2. Before Earnings the stock was up by 8% to 9%. That was a gft to option and day traders. If you have not secured your profits on time, it is your fault. 3. The stock can not go up every day! No stock does that. If you are looking for such a stock, then go to a casino. 4. PLTR is an important part of military and intelligence. If you do not like it, go buy other stocks which match your ideological inclination. 5. The company is producing excellent results. It is growing! If the stock deeps one day or week, for long term investors it is a gift nothing to panic about. 6. Longs are still on the positive side! even in April

$MicroStrategy(MSTR)$ why people looks disappointed...btc at 63k and micro coming from 10%+8%+4% in 3 days....of course BTC at more than 65k would impact more because last purchase of micro was 25 k bitcoin at 65300 USD average. Considering a day with such impact (robinwood wells notice) , for me it was a fantastic day...still all in...no money for an expresso ... I am targeting 4k (2k in the next 30 days and the rest until the end of the year...I estimate first milestone at bitcoin around 70k and second with bitcoin at 110k...so to me does not look too far away...

$Advanced Micro Devices(AMD)$ What a Joke!This Tulip Mania Bubble is getting Pumped again, despite terrible ER and Peanuts revenues.The fair value is $12 a share.AMD is nothing more than a Ponzi Scheme that is fundamentally Garbage.

$SUPER MICRO COMPUTER INC(SMCI)$ 100% up up up in the next 3 months. I will give you 100.00 if it doesn't. Unless some crazy news comes out.Beat on all earnings with 4th quarter expected to be really good.Undervalued by at least 26%......................I am already invested but if I had free cash flow I'd buy now.

$Alibaba(BABA)$ $Alibaba(09988)$ There is a lot of disagreement amongst analysts on BABA. Some say buy now before it soars and some say wait for a pullback in order to pick up more shares at a little bit gooder price. The Snow Clown is in the wait camp and reiterates being patient for a better buying opportunity.

$Sea Ltd(SE)$ It is too late to chase this Bubble. TikTok is killing SE garbage! Do not get trapped in this Chinese Junk. The revenue is collapsing. The company has too many employees for nothing. The management has diluted the stock ownership 3 months ago below $36 because they know that the stock worth way less than $30. The loss will grow. Expect again 35-40% quick drop after the ER Disaster.

$Alibaba(BABA)$ $Alibaba(09988)$ I had all my money in cash when google was $90. I was waiting for “the bottom” to buy it at $85. Each time it went up, it was harder and harder to jump in and I missed the whole rally. Now when I think back, whether I would’ve bought it at $90, $85 or $95 it wouldn’t have mattered, I would’ve been up big time. It’s laughable to me how some people here say I will buy $baba at $50. Brothers, if it’s not gonna work at $68, it’s not gonna work at $50 either. I respect more people who say $baba will go to $0 than those who say I will buy it at $50. Get in now because $75 it’s the same as $50. If you can’t make money with $75 you’re not gonna make mon

$Palantir Technologies Inc.(PLTR)$ The biggest EPS (Earnings Per Share) beat in Facebook’s history, now known as Meta Platforms, was for the quarter ending December 31, 2023, when the eps was $5.30 for the quarter representing a 199.44% increase yoy. What percentage PLTR will beat this quarter? Are we too early for the expectation, or it's the beginning of quarterly surprises in the next several years???

$Palantir Technologies Inc.(PLTR)$ My take on Pltr AI platform is that it is a stand alone AI software with its machine learning not dependent on any particular AI hardware but a huge plus if hardwsre cudtoners uses are that of NVDA $NVIDIA Corp(NVDA)$ for example. It had run on any any common hardware even before AI chips were available. Thanks to Gotham & Foundry in particular is governed by propreitary Ontology which would probably takes at least a decade for competitors to match.I think Meta $Meta Platforms, Inc.(META)$ went south today because of spending impulsiveness in AI chips wherein it is not the case to Palantir.From now

$Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ When it comes to Bilibili, can it provide a good way for content creators to make money compared to platforms like Douyin or Weibo Video? If they can't nail this aspect, it's highly likely that creators will migrate to other platforms. From what I've observed, quite a few are already doing live-streaming and selling products on Douyin, and they've reduced their video content on Bilibili.I remember a top creator mentioning that he couldn't make much money on Bilibili and knew others who switched to different platforms and are doing well. He couldn't switch because of contractual obligations.The easiest ways for most creators to earn money are probably through adve

$PDD Holdings Inc(PDD)$ TEMU is NOT under scrutiny in Europe...temu had breached the thresholdfor labeling as a lower level internet platform, they have grown to over 3 X'sthe allowance of around 45 million subscribers in a short time ; they'reat around 125 million in a short time.....exploding user base...meaning they have t follow certain rules like meta and amazon...one of the big things in this is they need to watch for/curb counterfit products,,,well i don't see them selling brand labeled things like amazon does and claimthey are A BRAND label jacking up the price of,,,what is do see and have experienced is pretty much they sell no label goods...and DONT JACK UP THE PRICE>>!!!!

$MicroStrategy(MSTR)$ My average is 800 now. I own a ton. Earlier bought under 200 and sold over 600. This time nothing under $4000 !! U keep shorting and covering, while I enjoy the run. Sold NVDA and added this.$10,000 and 10 apartments in New York !!

$Advanced Micro Devices(AMD)$ There are so much emotions about this company; but, I am sorry to say that this company is not a true competitor to NVDA. For AMD to produce and out compete with NVDA $NVIDIA Corp(NVDA)$ chips is not only difficult but unfair expectations for the stockholders .

$Apple(AAPL)$ Thanks to Tesla, Apple isn't the worst Mag 7 stock. Neither company can manage to increase product sales. At least Tesla is able to cut car prices but Apple is unable to reduce prices on its products. It's funny that despite Tesla being a bonafide A.I. company with its Dojo supercomputer, it's still struggling to attract investors. I'm sure A.I. can't solve all the problems a company might have. EVs are a terrible replacement for ICE vehicles in many situations but investors fell for the hype. There is zero chance pure EVs will take over by 2030. My money is on Plug-in hybrids.AAPL To The Moon, Apple Stock" Sticker for Sale by GalleryHeart | Redbubble

$Marathon Digital Holdings Inc(MARA)$ Fred??? Get your woke team and start plugging these machines in. Hopefully you got the transformers working!! Your over paid team of flunkies is losing the mining battle. CLSK cleaning your clock. More poor decisions and lack of execution and we will end up like RIOT. Where’s the acquisition you were boosting about? Did you use all the money for an executive retreat in Wokeville! Your performance is concerning

$Micron Technology(MU)$ $Taiwan Semiconductor Manufacturing(TSM)$ TSM . While the company posted a net profit of $6.97 billion, beating Wall Street expectations, company leadership cut its forecast for the overall market growth, excluding memory chips, in 2024 down to 10%.Considering MU is a memory chip company and the growth is off charts why would MU sell off?

$Sea Ltd(SE)$ I can't wait until Cathie Wood sells SE. Do you realized Cathie Wood is down over 26% over the last three years and only up 1% over the last five years.When she says sell you BUY.This is your the though of the day.

$SUPER MICRO COMPUTER INC(SMCI)$ Investors have become wooseys. Powell talks about no rate cuts, and everybody runs for the hills. Even though companies like this one are practically printing their own money. Looks like lazy managers just limit or or pull back entire segment ETFs and then go back to sleep until the next headline. I'm staying long on this gem.