$Apple(AAPL)$ I'm agnostic on valuation. I don't think we can say that because AI hype all of big tech will reset, though it is possible. But the thing is corrections are always possible, and whether big tech deflates significantly when AI dreams of monetization are revealed as pipe dreams isn't a sure thing. It all depends on money flows and alternatives as seen at the time. Anyway, I'm holding all my AAPL and I'm not concerned even if a reset happens.

$Marathon Digital Holdings Inc(MARA)$ Trump is on record stating he will lower the cost of energy, BIGLY. Now, imagine what will happen to miners and MARA whose principal cost of operation is energy-derived, if Trump acts on his commitment. Profit margins go 🚀 even in a flat bitcoin market. Now, imagine bitcoin also goes up...we have parabolic price action coming in 2025. We are early. Few.

$NVIDIA Corp(NVDA)$ NVDA's success, will never be contingent upon who happens to reside at 1600 Pennsylvania Ave. This is, because extremely credible Analysts, and many peoples educated opinions, to be blunt, certainly know it's the success of the company, & the stock which will be contingent to Investors being recipient of consistent and large GAINS . I hope AMD's $Advanced Micro Devices(AMD)$ miss, is viewed from the perspective, in terms of taking market share from AMD, and NOT the usual "generic chipmakers WOULD LIKELY CONTINUE TO MISS, BECAUSE THE BAR IS set TOO HIGH". NVDA $162 likely before Christmas Eve.

$NIO Inc.(NIO)$ If NIO enters the taxi market, their battery-swapping technology will be a definite game changer. Just imagine: with smart driving and quick battery swaps, taxis could run almost 24/7 without interruption. That's incredibly efficient! While others are still waiting in line to charge, NIO's cars can simply swap out a battery and hit the road again. What a time saver!

$Alibaba(BABA)$ It seems like they’re making every effort to keep Alibaba’s stock price below $100, likely because short sellers are feeling anxious about potential gains. I believe the fair value of the stock is actually above $250, and with the anticipated stimulus package, we could see the price rise to $500 within the next two years.

$MicroStrategy(MSTR)$ When is MSTR going to buy more BTC? I've seen thoughts that when it gets added to the NASDAQ 100 the market cap could go up by over 500 million allowing Saylor to leverage more shares to buy BTC. Any thoughts here?

$Alibaba(BABA)$ From the perspective of a company's competitive moat and operational stability, Tencent $TENCENT(00700)$ undoubtedly performs better. However, Alibaba appears significantly undervalued, and its cloud computing and AI divisions hold substantial growth potential. Moreover, by investing in these two stocks, I can indirectly support several promising domestic AI startups.

$Tesla Motors(TSLA)$ i would avoid dip buying today tbh unless you see this get to 255. There was a lot of conditioning last week and calls paid huge. The rally at end of day was telling as well as how options opened up this week. They used fomo and momo to surge again big volume to 273 area. 10 pts above the highest call level. Causing mad rush of calls like no other. They can pay one week with another. We overextended and they executed the perfect surge that I knew was coming. Saw the volume at 273 on 2 bars and saw enough. We shall see. Easy escape if wrong. Conditioned dip buying also helps limit shorts they pay as most shorts get so gun shy they either stay out or cover after a couple pts. Anyways do

$MEITUAN-W(03690)$ Meituan has been deeply involved in the food delivery sector for years, and when it comes to the current instant delivery business, Meituan holds several competitive advantages:User perception: When people think of getting something delivered to their doorstep within 30 minutes, Meituan is the first name that comes to mind.Synergy with existing services: Meituan’s food delivery, Xiaoxiang Supermarket, and instant delivery services all share the same delivery system, which not only reduces costs but also ensures efficient fulfillment.Deep expertise: Meituan has spent years developing infrastructure, such as front warehouses, lightning warehouses, and an expansive network of delivery dri

$Amazon.com(AMZN)$ Tesla $Tesla Motors(TSLA)$ up 8% after hours on marginally good earnings. If we report great earnings no reason we should be up the same. Last ER was fantastic but missed on sales by .5-%. Let’s see how we do this time. Analysts love to always keep expectations high on Amazon.

$NVIDIA Corp(NVDA)$ This is all just my opinion but I think the competitiveness of AI will force a lot of companies to continue to upgrade their data centres despite causing a lot of CAPEX. For sure, some companies will stick with their old GPUs for a while but eventually will have to upgrade. Just as an example, let's say Anthropic upgrades to Rubin chips but OpenAI is training and running on Blackwell. Anthropic's models would get smarter and quicker and OpenAI would need to upgrade even if doesn't really want to. Basically, in my view, the AI infrastructure arms race will make this annual GPU release schedule make sense. As for the excess inventory for Nvidia, I think they would control their production numbers quite i

$SPDR S&P 500 ETF Trust(SPY)$ LOL. The debt-to-asset ratio stands at a minuscule 0.0001, and remember, the U.S. is the only country that can genuinely print real money. This means that bond vigilantes can't come for the U.S. and force any sort of austerity measures. If these factors truly mattered, bond yields would be significantly higher; instead, they remain stable and low. During Trump's administration, he doubled the national debt in just four years, while Harris only increased it by 75%. Yet, none of this has made a significant difference. The stock market continues to rise, productivity is skyrocketing due to advancements in technology, and both GDP and per capita income are on the upswing. Criti

$Direxion Daily FTSE China Bear 3X Shares(YANG)$ China needs to address these underlying concerns rather than relying on quick fixes like revaluation or short-term stimulus measures. A broader reform of the financial and property sectors is crucial to support long-term, sustainable growth.

$Ensysce Biosciences Inc.(ENSC)$ If there is any AI manipulation going on here, it's ultimate goal would be to maximize profits, and I doubt that it would stop at 200%+. It's more likely that it would drive it up the price with volume, sell, drive the price down, and then buy in again cyclically.

$HSI(HSI)$ There is no doubt that the market is gradually shifting from a bearish to a bullish stance. I believe that moving from a localized recovery to a comprehensive one requires significant institutional measures. I wonder if we will see any developments in the next two months.

$SMIC(00981)$ Every stock goes through its own cycle of attention and scrutiny. Take SMIC, for example; doubts about it have never ceased. However, this time marks its moment of glory, as there is a growing consensus among investors looking favorably upon it. As the stock rises, this consensus strengthens, but when it falls, it faces increased skepticism and more questions arise.

$SPDR S&P 500 ETF Trust(SPY)$ The SPY is showing a bearish development, forming a rounded top with a pattern of lower highs and lower lows. It closed right at the 5-day simple moving average, signaling exhaustion in the market. It appears that the market is tired and may be on the verge of a significant downward move. After nearly two weeks of watching, I believe the setup is aligning, and I’m considering taking a put position to capitalize on the potential drop, as the trap door could finally open.

$SoFi Technologies Inc.(SOFI)$ I’ve been in this stock a long time. Usually when it runs into earnings it sells off about 5% day before earnings. Strange action this time is short sellers are dropping instead of adding. Is this the earnings that we’ve been waiting for?

$GRI BIO INC(GRI)$ I hope this doesn’t come off as offensive, but the potential for “what’s coming” in these investments is very limited and feels quite distant. This is primarily due to the lengthy time frames required for trials, as well as for products to receive approval or move on to the next stage in development. In my opinion, any long-term investment strategy pursued by anyone in this area is still fundamentally a gamble. The uncertainty and risks involved make it difficult to predict success, which is why I maintain a cautious outlook on these plays. 🤷🏻‍♂️

$Microsoft(MSFT)$ I think that Microsoft will be looking at (Rolls Royce $ROLLS-ROYCE HOLDINGS PLC(RR..UK)$ Holdings with their SMR $NuScale Power(SMR)$ ). Symbol RYCEY. Rolls Royce is far more advanced and appears to be a very logical pick for SMR’s. RYCEY has already landed major contracts to build SMR’s in different countries not to mention their massive market cap in aviation, military and nuclear sub marines. Also RYCEY will be paying dividends at the end of this year. This can also speed up the AI energy needs. I own MSFT stock for years.