$Bilibili Inc.(BILI)$ I recently spoke with a few long-time Bilibili employees, and there’s a general sense of confusion about the platform's future. On one hand, they're cutting costs through layoffs and increasing workloads; on the other, the core business has hit a ceiling with 400 million monthly active users but still isn't profitable. The only internal solution seems to be heavily investing in gaming to achieve profitability, but short-term gains in gaming won't resolve the core issues. Since Bilibili slashed benefits for content creators and with Xiaohongshu's rapid rise, the platform's industry positioning has become increasingly unclear.

$Taiwan Semiconductor Manufacturing(TSM)$ I remain very bullish on TSMC, but I decided to sell off half of my position. I realized I had accumulated too much over the last couple of months, so it’s time to rebalance my portfolio. Wishing everyone good luck with their investments!

$JD.com(JD)$ This company is seriously underestimated. Its logistics and health services outshine Alibaba, and if one day it turns a profit and matches or even surpasses Alibaba, it wouldn’t be surprising at all—it’s totally possible.

$Meta Platforms, Inc.(META)$ What a breakthrough!Celebrity AI chatbot voices. Just what the world needs from one of the companies that has been touting AI as the greatest thing the world has ever seen. I am so glad we are using the "touted" world-changing abilities of AI to bring celebrity chat voices into the fold.

$SUPER MICRO COMPUTER INC(SMCI)$ I'll wait for a 10k. I consider SMCI a swing for the fences casino roll at this point...putting a premium on trusting management.I allocate 5% of my dry powder to these types of investments. I will be more careful now with SMCI.Besides, the easy money has been made. SMCI was once in single digits. Whoever owned and held made huge $$$...now we're talking speculatively getting back to $1k from $463.It's hard identifying these companies early to make the easier money. Like I said, it's speculative and most bust. It's why 95% of my money goes into value investing, where I average 12% - 16% CAGR. Not spectacular, but well beating the S&P500.Still, I wish I landed an SMCI when it was in sing

$Alibaba(BABA)$ I was just on the verge of selling all my stake last Friday but looked at chart and seemed breakout is imment...what a decision to hold it was. Now I am holding since Chinese will leash loads of money and stimulus

$NVIDIA Corp(NVDA)$ Navida has very strong earnings, great products, AI in full swing . The only thing in their way is their government and regulations. I believe another huge climb is coming perhaps right after the election or Christmas. Great entry point!

$XIAOMI-W(01810)$ In the first half of this year, Xiaomi was the only domestic manufacturer to make it onto the list of the top ten best-selling smartphone models worldwide. This isn’t the first time this has happened; Xiaomi seems to be the only Chinese brand truly excelling in the global market. After all, it's ranked among the top three smartphone sellers globally, and its product quality is recognized internationally.

$Tesla Motors(TSLA)$ if they don't need super special mapping, why are they driving around the studio every day for a month beforehand. Seems like a bunch of extra work for nothing gained. Logical minds would say that it is very necessary.They most likely used remote control in the demo years ago, and why wouldn't they do the same. They had the audacity to say it was autonomous and it knew where to go, but the navigation system showed nothing. How did it know where to turn?I think they will need to go above and beyond to prove that there isn't some funny business happening. Las Vegas is still using humas.They could've shown something at the robot conferece in China. I am not sure why they attended if they are going to jus

$NVIDIA Corp(NVDA)$ if this goes down this week after a ceo confirms what will drive growth at nvda, yall actually crazy to short this it will be the strongest supplier to earth ever. they literally deal the most addictive substance ever known to mankind, intelligence.

$Tesla Motors(TSLA)$ Tesla a car company that is struggling with their products, the masses don’t want them period…or any EVs in mass scale. They have ENORMOUS competition (especially in China) that makes as good or even better cars at MUCH CHEAPER Prices. The Robo Taxi is so OVER-HYPED…it’s ridiculous! They first have to hope they can get it to work which we all know has been a HUGE challenge and a moving target. It has been delayed so much who knows if it really even works yet? Then no one is even talking about the nearly 20,000 US cities that Tesla will need to lobby in and apply for permitting to even operate these driverless cars. That’s right EVERY city will need to approve in just the US that is nearly 20,000 citie

$Tesla Motors(TSLA)$ Most people don’t understand Tesla’s revolutionary Robotaxi business model..Currently, TSLA makes an average one-time profit of $20K/EV sold.ONE $2OK (COGS) Tesla-owned Robotaxi will generate $70K/yr in fare revenues for 10 years, or $750K over the life of Robotaxi, with 50% gross margins, so one Robotaxi is like selling almost 20 EVs.PLUS, regular Tesla car owners signed into the Robotaxi Network will make $30K/year in fares when not using their cars, and Tesla will make a separate $20K/year on these, plus FSD subscriptions.Who would buy anything but a Tesla when it becomes a profit center rather than fast depreciating expense like all other cars.

$Meta Platforms, Inc.(META)$ I had always been bullish on Meta and had been recomending a Buy on every Dip. Just last year when it was trading at $300 I had suggested it to be a buy for a target of $600 by dec 24 and it looks like my predictions are comming true.If $600 is breached this year then we can expect a target of $1000 in the next 2 or 3 yrs.

$Intel(INTC)$ Any potential offer to buy Intel would come with a set expiration date, giving the company a defined window to assess its options. It's important for Intel to carefully consider all the pros and cons before making a decision. There’s no need to rush the process. Instead, they should take advantage of the time while the stock price is rising, allowing them to potentially benefit from improved market conditions or negotiate better terms.

$GameStop(GME)$ Diluting shares can be acceptable depending upon the reason for such a move.  For example, if they are making a big acquisition/merger that will bring a lot of value to the company, diluting shares to do it might be worthwhile for shareholders. (e.g. stocks like Gamestop and AMC $AMC Entertainment(AMC)$ ). 

$Taiwan Semiconductor Manufacturing(TSM)$ Stock has gap to fill from $178.75 to $185.90. looking gap entry and fill. Stock is strong on indicator level. Looking for calls as long as $175 support level holds. Stock is also breaking out of ascending triangle pattern on daily time frame.

$NVIDIA Corp(NVDA)$ imo is likely to rise to the 150-160 range before a pullback, it remains a dominant player with strong demand fueling its momentum. It continues to be the driving force fueling major companies like Google $Alphabet(GOOG)$ , Microsoft $Microsoft(MSFT)$ , and ChatGPT.

$PDD Holdings Inc(PDD)$ The management of Pinduoduo actually stated a truth: both revenue and profits may decline. Other leading e-commerce platforms could face the same issue. If Pinduoduo's performance declines, what makes the others immune to the same fate? Therefore, we have a few scenarios: either Pinduoduo's valuation increases, or the valuations of other e-commerce companies decrease, or they all rise together. Each outcome has significant implications for the market landscape.

$Coinbase Global, Inc.(COIN)$ if we are heading into crypto market, which we are, which exchange in the United States is the largest and safest? Which exchange will be benefiting the most? This is the time to be buying the cheapies on Coinbase!

$Intel(INTC)$ the market predicts Pat will be replaced soon. Stock will rise as a result. See Nike. I do think Pat (and the CFO) is under a lot of pressure to raise the share price sooner rather than later. Regardless if his IFS strategy is correct or how long it will take, big investors/Board want to see the stock rising soon or he may have to go.