$Microsoft(MSFT)$ just dropped a new €1B AI data center project – the uptrend is solid! The infrastructure arms race among AI giants is unstoppable. Don't jump off this train, new highs are ahead!

$Tesla Motors(TSLA)$ shows strong support at $300 but faces resistance at $350. Range-bound short-term, but long-term investors can accumulate on dips.

$Taiwan Semiconductor Manufacturing(TSM)$ 33% yoy growth in sales(7.8b) and about the same as the previous month(7.9b). They’re just working at full capacity. Most likely they’ll come in next quarter at 23.7b revenue next quarter beating the upper range expectations of 23.2b. Meaning 12.6b gross profit and 9b net profit. With 37% yoy growth in revenue, assuming my numbers are right, this should easily be a 1t dollar company with a stock price in the 190s but who knows how investors will react. Also September sales might be higher as I used conservative numbers for September sales, iPhone a18 chips and the possibility of Blackwell beginning could have them beat these numbers. Lastly they announced earlier that they were goi

$SUPER MICRO COMPUTER INC(SMCI)$ With massive shipments and strategic investments in Europe (UK focus), SMCI is leveraging new tech to capture market share. A major breakout looks imminent—double the gains? Highly likely!

$HUTCHMED(00013)$ This recent move in Hutchmed’s candlestick chart was like a heartbeat monitor bringing someone back to life! That +HKD 1,292.78 hit my account like a fast-acting cardiac booster. Turns out, trading stocks really can cure low blood pressure!

$POP MART(09992)$ $MIXUE GROUP(02097)$ and Pop Mart are essentially the same as $Kweichow Moutai Co.,Ltd.(600519)$ back then, both of which are "certainty consumption" in the circle. The only difference is that the people who drank Moutai back then are old, and now young people spend their money on these trendy things. Moutai's users are loyal, rigid, and irreplaceable; in new consumption, young people's interests change quickly, but as long as they grasp the emotions and enthusiasm of a certain stage and find periodic certainty in the changes, this will constitute a new generation of consumer moats.

$SUPER MICRO COMPUTER INC(SMCI)$ What’s really weird is that we’re still holding on to stocks we bought for $900 even though the price is now dropping below $500. It makes total sense logically actuallyit was untethered from reality and fundamentals. People say ai and it goes up $100 for no reason. If it goes down it’s probably just going back to realitypeople think ai is this amazing thing that is so advanced. No it’s absolutely trash in its current state and it does some cool parlor tricks but most ai applications are trash and don’t make money or have huge flaws. Ai is just a marketing gimmick that doesn’t actually make money.

$Broadcom(AVGO)$ CPI’s bound to be cool, market will rise today and so will be, bring on 170 by end of day today!! Roaring buy at current prices, my target is $500 in the next 3-4 years, solid business amazing growth! Good luck 🍀 to all. Great day

$Taiwan Semiconductor Manufacturing(TSM)$ I also own TSM, but not only individually but also with SMH the SemiConductor ETF which has a lot of the good stuff.TSM at the end of the day is the bleeding edge of of chip manufacturing.

$Advanced Micro Devices(AMD)$ Shorts are traders who ignore the fact that on average, there is a 10% yearly gain exhibited by the stock market, year after year... So when shorts trade they do so from a point of disadvantage. One can only conclude that logic does not play a part in their decisions. They evidently believe they are smarter than logic. However, the shorts real disadvantage is that they are not.