$iShares Biotechnology ETF(IBB)$ Nice catch on this IBB rebound! Market sentiment for biotech is warming up, and innovative drugs remain full of potential. Thinking long-term and holding for the next leg up.

$Circle Internet Corp.(CRCL)$ is gaining traction as a leading blockchain-based financial innovator. With its mission to transform global finance through frictionless value exchange, its USDC stablecoin is increasingly adopted for on-chain transactions. Circulation continues solid growth. Bullish long-term!

$Alibaba(BABA)$ 's firing on all cylinders! Instant commerce GMV spikes + AI model upgrades in Cainiao are boosting margins. With $5B+ buybacks this year, the market's waking up to its undervalued ecosystem play – this rebound has legs!

$Alphabet(GOOGL)$ ’s the real steady player here! Even with all the AI hype, their search ads keep bringing in solid revenue, YouTube viewership keeps climbing, and cloud services are gradually gaining momentum. Big blue chips might pull back sometimes, but that’s when we can add more. Stay calm, guys—good companies are made for the long haul!

$XIAOMI-W(01810)$ 's rally is a solid win for me! My conviction comes from a long-term view of its EV strategy: success feels inevitable. Positioned in the mid-to-high-end market with strong branding and an already established international channel, it's only a matter of time before profits soar. Once production scales up, it’s a natural takeoff. A trillion-yuan valuation in 5 years? Absolutely reasonable. This isn’t just about returns, it’s about catching the pulse of transformation. From smartphones to smart cars, Xiaomi is evolving, and I’m proud to be riding that wave.

$DONGFENG GROUP(00489)$ Just added more shares! Not selling a single one below 8 yuan. Seres is about to hit the limit up, and with the restructuring closing in, I’m super bullish，ready for a big run!

$C3.ai, Inc.(AI)$ jumped nearly 8% last night, marking its third day in a row of gains. The whole market was on fire， $S&P 500(.SPX)$ up over 2%, $Dow Jones(.DJI)$ up 1.2% and AI stocks like C3.ai moved fast. In this kind of market, it’s all about catching the momentum early. Feels like C3.ai, as a pure AI play, is finally getting picked back up by the market. For now, I’m holding tight and watching close，if it takes off, I’m not missing it.

$SPDR Gold Shares(GLD)$ I believe gold will rise significantly in the future due to the global economic slowdown and stagnating corporate profits, making gold $Gold - main 2506(GCmain)$ a key safe-haven asset. Central banks used to suppress gold prices, as it competes with fiat currencies. But with the U.S. dollar becoming harder to obtain, central banks are increasing their gold reserves and hoping for higher gold prices, as it serves as an important asset and collateral. This trend of rising gold prices is likely to continue.

$BEIGENE LTD SPON ADS EACH REPR 13 ORD SHS(ONC)$ BeiGene has delivered an impressive performance! With global revenue surging in 2024 and non-GAAP operating profit turning positive for the year, the company is proving its strong growth potential. As the global oncology market expands, BeiGene's robust R&D and market strategy position it well for future success.

$Intel(INTC)$ When I first heard about Intel potentially being acquired, it sounded like a joke. But as the news gained traction, I realized this could be a game-changing shift for the industry. With Musk joining, Intel is poised for unprecedented innovation, particularly in autonomous driving and high-performance computing. If this truly happens, the semiconductor landscape will be redefined. I bet on this move, and it paid off big time!

$Taiwan Semiconductor Manufacturing(TSM)$ TSM is a beast and everyone needs to recognize it. $Intel(INTC)$ INTC is failing more & more each day. Samsung just lost out on their Google Pixel deal to TSMC. $Apple(AAPL)$ AAPL releasing iPhone 16 with built-in AI. TSM has phenomenal YoY revenue growth. 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 q

$SUPER MICRO COMPUTER INC(SMCI)$ I bought $50k of SMCI because Nasdaq.com had a (incorrect) really low P/E Ratio for SMCI.When it was corrected to the correct P/E Ratio I sold immediately at >100% gain.I bought because I understood SMCI had the best liquid cooling technology for AI server farms. That could be true or false, but that’s what I believed before Jenson began talking up Dell.

$Broadcom(AVGO)$ 135 to 159 in 3 days - up 18% - crazy - today up because nvda $NVIDIA Corp(NVDA)$ was pumped due to goldman sachs presentation. whole sector drops back today and friday. so you should sell 158s and re buy 150 and lower over next days.

$Apple(AAPL)$ tim cook cant read a stock chart. he initiated buybacks at the top instead of waiting for institutions to bring it to a more reasonable price. iphone 16 is not gonna be worth the upgrade.

$Broadcom(AVGO)$ So I’m down $210 on my AVGO puts . But some other stocks went up for me . Am I worried ? No . I’m counting on another bad inflation report . And September is a bad month not to mention stocks are overvalued .

$ARM Holdings Ltd(ARM)$ People here saying ARM is overvalued are probs the same people that said NVDA $NVIDIA Corp(NVDA)$ was overvalued at $200. Now it’s been at $900 for over a monthARM isn’t a public company. The stock that you can buy is part of the company that owns the shares of ARM (because it’s not available to the public). You decide if you want in on it or not. For me, hell yes I’ll be buying as much as I can. AI isn’t going away anytime soon, and soon Quantum Computing will be the next rage. Do you want part of a top of the line CPU production company during all that?

$SUPER MICRO COMPUTER INC(SMCI)$ I'm a bagholder but I think it goes back up. Next earnings needs to show the revenues are on track and justify the 800+ share price then we'll rocket back upward. Short term the accounting issues are going to keep the stock depressed for sure. Worst case scenario I harvest the tax losses on it. I think the accounting issues are just a minor stumble and will be resolved soon. The company has a strong growth story and liquid cooling will be needed due to the rise of AI, which will drive the stock price back up.

$Taiwan Semiconductor Manufacturing(TSM)$ Given that the lead of TSM in chip technology and the increasing demand for AI, this company would logically be a good investment. Yes, it is expensive, and there are geopolitical risks, but its strong position and essential role in the tech supply chain make it a good investment in spite of the challenges.

$Broadcom(AVGO)$ Results were killer yesterday, was down last week because q4 guidance is 14B vs 14.1B estimated, they have a history of low balling on guidance, they will actually deliver 15B plus watch the space! Still not too late to get in on the cheap, this will be a $200 stock by end of the year, and will close roaring green today! Super buy at these prices!