$PDD Holdings Inc(PDD)$ I just bought a coin case that was 20 dollars on amazon for 3 on temu. They also have the guarnatee which Ive used a few times and works 100%. I switched from aliexpress to temu within the last year because there was an order with aliexpress that said it was delivered but never was. I kept fighting with them over it and never got refunded, at least I know through temu it will get refunded if that happens. Not to mention the items are cheaper on temu as well. If I cant find it on temu, then I look at amazon.

$NVIDIA Corp(NVDA)$ NVDA is making Billions of dollars but wall street wants to punish it- absurdity. I say buy more. Buy to get rich in long term. Will be more rewarding than short term unless you need money to go clubbing in Manhattan this weekend

$Taiwan Semiconductor Manufacturing(TSM)$ TSM is a beast and everyone needs to recognize it. $INTC is failing more & more each day. Samsung just lost out on their Google Pixel deal to TSMC. $AAPL releasing iPhone 16 with built-in AI. $TSM has phenomenal YoY revenue growth. Geopolitical risk? China can’t and won’t do anything war related. TSMC is expanding worldwide and they’re already showing promising results from the Arizona plant. Don’t forget about those Germany and Japan factories. The demand is there— Jensen Huang says so. He loves his TSMC team. The quality of chips being produced in Taiwan cannot be beat by its competitors. The list goes on. Companies want the best quality and they’ll pay whatever it takes to g

$ARM Holdings Ltd(ARM)$ ARM may have something good next year. Right now it is overpriced and lacking a big jump in revenue.I would sell on the next NASDQ up day and wait 2 weeks to see who the winners are. Intel had a big move today on some great deals. Japan and Taiwan may see more correction down as the USA moves up.Right or wrong, what do you think?

$AST SpaceMobile, Inc.(ASTS)$ Funny how people prior to launch were saying the stock would go way up when the satellites did, now it’s tomorrow, next week, or in a couple of weeks when tests are completed. I’m holding this stock watching it fall even after the successful launch, shoulda sold at $39 but thought it would hit $50 after launch, no telling when it will get back to $39. Please don’t tell me tomorrow, that’s what I heard yesterday.

$GameStop(GME)$ The top post on this chat says it all. It is from June of 2023 about getting the shorts. It is just a mantra about chasing ghosts that are not there. NEWS ALERT, the supposed bad guys have no interest, it is just a bad company waddling slowly into non existence. Good Luck!Nice checking in

$ARM Holdings Ltd(ARM)$ Well, after buying 500 shares of ARM at $120.89 last Wednesday and initially selling the Sept 6 $123 covered calls, I've now rolled them to a higher strike for a third time, this time to the Oct 25 $140's for another small credit. I'm now sitting on $4.45 in premiums on the 5 covered calls sold and am now sitting on 500 shares that are currently up $17 for a one week trade. And to think, that original $61K spent on the shares was just sitting there in a Schwab money market account earning 1.35% a year in interest. Not a bad investment for a 1 week trade. Let's see if the price holds by Oct 25. If the stock moves higher by then, I can always roll the strike higher and a little further out in time for another small premium cre

$Amazon.com(AMZN)$ I warned you this am and you see I was right again.Core inflation was .3 annualized, that is 3.6% Way way way over the 2% rate that the fed is aiming for. Do not see a reason for any rate cuts here. Markets will tank today beware pump and dump today especially after both goldman and jp morgan lowered guidance ie warned yesterday.

$Tesla Motors(TSLA)$ If 50,000+ made in China Tesla EVs were sold last year in Canada... how will the new 100% tariff increase impact sales? It basically means little to no Canada Sales is what it means. That coupled with MASSIVE competition that is much cheaper in China. Which will tank the growth rate and the share price. This is going to the $120s IMO.

$Salesforce.com(CRM)$ Klarna replaced the entire staff with AI Bots. That is likely their new tech stack -- ChatGPT GPTs "thinner and lighter tech stack". 😆Note this not a US Company bound by the same regulations as Affirm or Chase. Their IPO will likely be ADR Deposits like Novo. Coinbase uses AI chatbots and gets complaints all the time. Not worried about this Swedish Company changes US financial regulations. I am STILL getting ERROR 404 from their website. Broken thin AI employees at best.

$Alphabet(GOOG)$ Nvidia beat earnings as datacenter continue to grow, called it! Google is one of three big providers of datacenter computation, they'll continue to grow indefinitely.Bull side: NVDA -> 140+ --> GOOGL -> 170+Bear side: NVDA -> 120- --> GOOGL -> 160-

$XPeng Inc.(XPEV)$ In the last 6 years over 400 EVs companies in China file bankruptcy,Xpev is a very small player with very low sales. They overpromise and underdeliver for 10 years already. They have a very small market share in China and they are promising factories in Europe. Some people needs to believe them because they are losing sometimes a lot of money and they hope new buyers will help them recoup their money. It’s not a good time to be invested in any company from China unless you hate money.Tesla sold 50K EVs in Canada made in China , BYD sold 60K cars in Canada made in China, if they have an oversupply of cars, they are going to reduce prices in China and force the other companies to do the same. Less profit

$Palantir Technologies Inc.(PLTR)$ Look at all the muted idiUtz. Shouldn’t you kn|t wh|tz be manning the fryers? Nobody aspires to be a 10w 1ife min wage bash01e. It’s a culmination of poor parenting and very poor career choices. Everyone knows that. Don’t believe me? Has any kid in the history of mankind ever said to their parents; “when I grow up I want to bash stocks on a discussion board with cartoons and meaningless drivel.”?NEVER!Hahahaha hahaha hahahaha hahaha

$XIAOMI-W(01810)$ Xiaomi will release a buttonless smartphone in 2025. Is the news reliable? I am looking forward to it. Xiaomi phones have a good reputation now. If there is another innovative iteration, it should be able to attract many more users.

$Salesforce.com(CRM)$ What is wrong with analysts? First they said SF revenue growth is great but lets see better margins. Margins improve, then they say SF needs to focus on revenue growth. And yeah, AI revenue is important for all companies investing in it. But will we see massive growth because of AI? Not likely - it is just additive. Set expectations appropriately.

$XIAOMI-W(01810)$ Xiaomi's market value management is conservative. The company's business strategy is extremely radical under extreme conservatism. Take this year's air conditioners as an example. They have set their sights on air conditioners. You can see how radical they are and the results are outstanding. Therefore, from a development perspective, Xiaomi has huge strategic market value space, but Xiaomi has not overused its potential. Because they know that breakthroughs in underlying technologies still require time accumulation and talent training.

$SENSETIME-W(00020)$ The adjustment of revenue structure was very successful.Generative AI revenue growth rate is very strong!Jueying grew by 100%, in the early stage of rapid growth.①Little Raccoon AI Programming,②AI-Agent R&D Platform,③Jueying Intelligent Driving,④vimi Wensheng Video,⑤2B Application Landing, Medical, Finance, Office, Pharmaceutical,These AI application fields have crossed the 0-1 stage and entered the 1-10 high-speed growth stage!

$NVIDIA Corp(NVDA)$ NVIDIA will drop bigly , mark todays date time stamp of my post for this prediction, things are looking very bad after NVIDIA ER, wiping out 150 points from SMCI, I will repost this same post after NVIDIA ER to prove my prediction

$TRIP.COM-S(09961)$ I just reviewed Ctrip's minutes and 24Q2 financial report. Here are some of the current interpretations (I will review it on Friday in conjunction with new content):1. The GMV contributed by Chinese consumers has not increased (needs to be confirmed). Is it a hidden increase in tk? (Tongcheng increased tk, GMVyoy4%)2. Inbound tourism contributes greatly to trip.com, and trip.com's revenue exceeds expectations; the scale of the inbound tourism market may be larger than expected (management: trillions), Ctrip's 24H1 inbound tourism orders yoy 200%, 24Q2 inbound tourism accounted for 25% of trip.com (trip accounted for 10% of total revenue);It is true that China's cultural output attracts more foreigner

$Alibaba(BABA)$ Each time PDD posted growth they took BABA down, claiming it was losing market share. Now that PDD misses sales estimates, doesn’t it mean that BABA is regaining market share? lol. Anyway, BABA has broken a long term downtrend - any dip is a buying opportunity.