$Apple(AAPL)$ From the last earnings discussion, iPhone revenue actually went up in China year-over-year. iPad was the lag. With the new refreshed iPad series, we can look forward to revenue growth in China next quarter. China returning to growth, isn't that a bullish headline?

$Walt Disney(DIS)$ It’s a trailing metric. You don’t know the future PE, can only speculate. Speculation drives stock prices. If (god willing) they can get back to 15% profit, the stock will be way higher and then pe lowerPE is still a crazy high 65 after today's big downturn? Wow, waaaay overpriced. This will settle to 2023 levels where it belongs. Only, ONLY reason this went up from the 80s was because Peltz might get on the board...well, in true backwards thinking, the stock went to 123 when Peltz did not get on the board---of course that was the perfect shorting opportunity as literally nothing has changed with the dumpster fire known as Disney.

$MicroStrategy(MSTR)$ OMG: Berkshire has $189 Billion in cash and Buffett says that they don't know what to do with it because they don't see any appealing opportunities to use it presently. And yet, they missed and continue to miss the gains from the most lucrative investment in the past 15 years: ₿itcoin!There is no second-best investment to ₿itcoin!₿itcoin is the most secure, decentralized, global, monetary network in the world whose adoption rate continues to grow at an amazing pace because people want a better alternative to all the world's debasing, FIAT currencies. And yet, Warren Buffet's empire just doesn't get it. AMAZING!

$Palantir Technologies Inc.(PLTR)$ Q1 historically slowest season for business. We got 3 better quarters coming:) company is doing better than ever. It was also touted that oracle was looking to buy out pltr while Goldman Sachs said the ipo was thought to be worth between $30-$50 billion in 2015!!!

$SUPER MICRO COMPUTER INC(SMCI)$ SMCi: Revenue growth was 100%. Earnings growth 300%. They are in their 4th or 5th year of 100% revenue growth. 2x to 3x profit growth follows 100% revenue growth. AI infrastructure spending is up significantly from 2023 and 2025 will grow significantly over 2024. SMIC is expecting significant growth next year again and are in the middle of significant capacity expansion. The stock has become very cheap vs this year and next year’s growth.

$Alibaba(BABA)$ $Alibaba(09988)$ Shorts thinking "it will correct soon, won't it"? BABA always goes down from upper $70s back to lower $60's right? BUT, what if Monday BABA just keeps climbing? What if next week BABA goes to $85.00+And then what happens when short covering and FOMO kicks in?

$Microsoft(MSFT)$ MSFT very much needs to do a split (4:1) like Amazon (20:1), Google (20:1) and Nvidia (4:1) have done to get its share price significantly moving upward in a big-time way that's in line with its true worth.MSFT's doing everything right business-wise, its actions just need to be reflected in its share price and splitting's one way to quickly do it like the others have done.Significant MSFT insider selling at high prices by CEO Nadella on down over the past 3 months. Look at Holders page above under Insider Transactions - no one's buying, just getting stock grants. Our board's cheerleaders (Rick & Josephson) have been telling us to buy while these people were selling into it.

$Alibaba(BABA)$ $Alibaba(09988)$ Alibaba stock is overwhelmingly rated at Buy among analysts surveyed by FactSet, with an average target price implying upside of almost 40%. But in order for Alibaba to make a real recovery, there needs to be a sustained rebound in the Chinese economy. —and that’s far beyond the tech giant’s control as China faces headwinds from waning consumption and a distressed property sector.

$Palantir Technologies Inc.(PLTR)$ Once again we witnessed the management of the share price by Wall Street.They worked it down to keep it from moving up too high on what should be a very good earnings report.The base of this stock should be $25 a share ,I am looking forward to a time when Palantir trades on the company’s performance not Wall Street elites options positions.

$ARM Holdings Ltd(ARM)$ Qualcomm is ramping up its efforts to win the AI PC race and heading for a collision course with Intel and AMD $Advanced Micro Devices(AMD)$ with the debut of its new Arm-based Snapdragon X Plus chip for Windows-based laptops. The company previously announced its more powerful Snapdragon X Elite for Windows laptops in October.

$Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ The domestic investors are going all-in to buy, while foreign investors are aggressively shorting (yesterday's shorting ratio was as high as 52%, and today it's still at 40%). Both sides are stubborn. Even a major block trade with over HKD 600 million in discounts yesterday couldn't push the stock price down, but today seems like they're trying to kill the shorts. If the company releases some good news, the rise could be quite strong.

$PDD Holdings Inc(PDD)$ WOW... the short covering on this stock is going tobe unbelievable and happening in a short time frame...will be as explosive as TEMU's growth/expansion, sales and earnings..Perhaps people don't realize how fast this company is growing across the world. Not just in the US,but all over Europe, and the 3rd world countries where they need cheap things. It's like a dollar storebut sells things people need at very low prices with free delivery over 15 bucks. Look up Temu and seehow good the advertising is. Plus, you can use PayPal to purchase products.

$MicroStrategy(MSTR)$ i just got this from another website:Microstrategy CEO Michael Saylor sees the halving as a catalyst for the price of bitcoin due to decreased selling pressure which will allow the price to go up.“You're going to see $12 billion of natural selling per year converted into $6 billion of natural selling per year,” Saylor said.Microstrategy holds more than 214,000 bitcoin, equal to more than 1% of the entire supply, with an average purchase price of approximately $35,000. Most recently, the company used a $700 million convertible bond offering to purchase more Bitcoin in March.OK above is what visionary prophetic GURU says today.OK i get it. it's gonna go up, ok i get it. i wont ask u why, cos normally in stock mkts, when somethi

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google needs a new CEO. Being reactive to things the company was made aware of 6-12 months earlier is too late. The damage will be multiplied. He lacks fore-site and common sense. A lot of his currents assessments should have been made months ago when the writing and warnings were there. Then he ends up scrambling and grasping at straws to try and correct what should have already been done.

$Apple(AAPL)$ Investors don't care about past performance and are only interested in the short-term future. Almost no one wants to wait for wealth. The news media believes Apple is behind the current tech curve and no amount of past performance will change that opinion. We'll just have to wait for Apple to prove it still has what it takes to be a top company. I think that will take time and I'm not sure how long. This year seems bleak to me without China consumers and the U.S. government trying to break Apple. The Feds trying to ruin Apple's business is a downer for me. I don't like it at all as an investor.

$Taiwan Semiconductor Manufacturing(TSM)$ This is a insanely good price to get in right now. AI is just getting started right now and TSM will be expanding in the US and is backed by the US government meaning billions in grants for production and research for the AI chips. This is a long term play and short sellers will lose in the long term.

$Micron Technology(MU)$ The core reason of TSMC's fall is that May 20th is near. It is big event between China and Taiwan. It is a pump and dump method by foreign Capital in Taiwan which own 80% of TSMC. TSMC is dump to 550 dollar before president election .THen Jump to 820 dollar. And from tomorow will be dumped to 600 dollar.

$MicroStrategy(MSTR)$ still long on this but I made a mistake not selling my 100 shares I bought at 1180 early this morning. Should have sold around 1250 midday when I posted I was considering it but didnt. Oh well, tough lesson learned. For some strange reason still feel there is room to run up tomorrow. We will see. Good eve to all.Halving does have any real effect until 6 months after. Let’s get Bitcoin to 85K with ETF ‘s here and now Asia. Jan 2025 Bitcoin should be 125,000. MSTR 4500.00 Be patient and get paid. omgMICROSTRATEGY STOCK SEES IMPRESSIVE SURGE AS BITCOIN MAINTAINS BULL RUN | BULB

$SUPER MICRO COMPUTER INC(SMCI)$ Why would you short at 1010? There were no signals at that moment. Bears should be watching for a signal that falls below support the 945 support. Until then you are taking a huge risk. SMCI is in a bull run right now. With a looming pre-release, you are taking a huge risk of this going to 1100 to 1200.

$Marathon Digital Holdings Inc(MARA)$ Block fees are quietly rising to about 1.25 BTC per 6.25 block today. Of course, MARA wouldn’t know anything about that as they have not produced any blocks. Sad! Post-halving, we may see these higher fees continue as miners will tend to pursue the highest fees to solve that next 3.125 block. Will we see transactions increase? Currently, there are about +400K/day. If unprofitable machines are suddenly shutdown, this could lead to increased transaction congestion. This will be different from the prior halving when transactions were half what they are now. Not sure how this will impact the price of Bitcoin but anytime you can’t get something, it tends to increase demand and quickly leads to a scarcity in supply.