$Taiwan Semiconductor Manufacturing(TSM)$ TSM's quality and defensive nature makes it the top semi player, even in an elongated downcycle. Price hike confirmation and ongoing AI capex strength should be key catalysts. TSM should also see margin improvement via price hikes.Bottom Line: Stay long with TP +30%.

$Tesla Motors(TSLA)$ I certainly expected that Tesla would never deliver the RWD profitably for anywhere close to the promised $40k price. I expected the mid $70s. Which is pretty close in line to the bear case.LOL, the entire market for Class 8 trucks is under 250,000. You think that it's within the realm of possibility that Tesla ramps to almost 10% of the market in Year 1?!?!?!For comparison, the MY (best selling car in the world, if I remember the bull case correctly) sells about 20% of the total sales in its segment. The M3 (also a big hit) sells about 10% in its segment.If the Tesla Semi is the biggest hit imaginable, it might hit 20% of Class 8 trucks in year 4.Tesla itself says it won't get to volume production un

$Meta Platforms, Inc.(META)$ Meta's recent launch event may not meet expectations, which might lead to further declines in their stock. Honestly, I'm a bit puzzled about why they decided to showcase a prototype. Is it just a way to create hype without delivering real results?

$SUPER MICRO COMPUTER INC(SMCI)$ P/E is 23 and NVIDIA $NVIDIA Corp(NVDA)$ P/E is 52. Even a more reasonable P/E of 30 (S&P 500 average) puts this back at $613 a share. Then considered that EPS is projected to double in the next 11 months and P/E will be cut in half and you see why top rated analysts have this at $1,200

$Alibaba(BABA)$ I have studied baba for 4 years The difference between this time and any other fake breakout is that china is driving the price action. The last 4 years us has shorted this and china didn’t have the capability to buy. Now they have both. Yes. It is different this time. Old psychology will make many people miss this opportunity. They will say “this always goes down” until it doesn’t. Expect $200s in 2025.

$NVIDIA Corp(NVDA)$ Despite Jensen's 6 million ($713 million) stock sales, he remains the largest individual shareholder of Nvidia, holding more than 93 million shares, or over 3.75% of the outstanding stock. This substantial holding indicates his continued confidence in Nvidia's future.  BTW at today’s share price, Jensen still owns $104 billion worth of NVIDIA stock. 

$XIAOMI-W(01810)$ It’s been so quiet lately for those who have been criticizing Xiaomi for years! Honestly, trading Xiaomi is the easiest thing to do. Whenever you see a crowd bashing it, that's the perfect time to buy in phases. Since it’s been so calm these days, I’m planning to sell in parts to take some profit. Just bought a Xiaomi Flod4 to treat myself. 📈🤣

$Tesla Motors(TSLA)$ There is no solid evidence to support the claim that electric vehicle (EV) batteries need to be replaced every 10 to 20 years. In fact, studies indicate that the average degradation of these batteries is roughly 1% per year. This means that even after two decades, a well-maintained battery could retain more than 80% of its original range, assuming it hasn't been subjected to abuse. Moreover, it's likely that the other components of the vehicle would experience more significant wear and tear over that time than the battery itself. The notion that battery electric vehicle (BEV) batteries require replacement after just a decade is a misconception lacking factual basis. While there are indeed a few defect

$Alibaba(BABA)$ Real wage growth down, exploding inflation, stagnant housing market, and savings in the toilet.Top 1% is still doing well, but that will quickly change if unemployment spikes and people can’t pay rent or cover debts.Also impossible to know what the real numbers when everything is so far under the microscope due to election, numbers constantly being revised down is suspicious and makes you wonder what is actually going on behind scenes to justify 50 point cut.

$Tesla Motors(TSLA)$ This is likely going to tank again back to the $180s. It's gone up on all hype and not results.Sales are down 36% in Europe.Tesla's second-quarter 2024 net income fell 45% year-over-year due to a decline in global electric vehicle sales.So there's no reason for TSLA to be going up.

$Tesla Motors(TSLA)$ Looks like another Elon Musk Fraud in the making, the robotaxi pump is just that, a pump.Tesla has not even applied for a robotaxi license in the US and even when it does it will take up to five years for approval for full taxi status. Europe approval for robotaxi could take several years also and China already has competition before Tesla even gets started. Apollo robotaxi in China is losing a lot of money, customers pay $1.35 for a ten minute ride, there is no way Tesla could compete with this.

$Meta Platforms, Inc.(META)$ Strong Ad rev, AI + AR/VR still to be monetized, still a very large moat in social media, and over 3.5 BILLION users across platforms.Like it or not, META products are deeply rooted in today's civilization. The early days of people using FB logins to create accounts on other websites cemented Facebook into the fabric of ecommerce.

$Intel(INTC)$ Intel isn't going to be sold. They've done all the necessary cleanup and are positioned for a great run, especially with the launch of their new technology, LNL. Additionally, Intel's face value is around $100 per share, which reinforces their long-term potential. While a strategic merger could be possible, a full buyout or bailout isn't likely given their current trajectory.

$GameStop(GME)$ Why is no one discussing the 22 Million share trade ($480M) at close (4 pm) Friday which looks like a sell? GME’s atm offering is less than that so unlikely to have anything to do with the offering unless it was a combination of “market on close” orders from more than one source. Those orders “must” be filled at closing price, so some whale might’ve been buying 22M shares throughout the day to get the GME memers excited and helping to pump the price, only to sell all those shares at a higher price at close. If it was a whale, seems he’s figured out the psychology of the meme craze and just capitalizing on it. Just sayin’ Btw: MMs are the ones forced to buy those orders and will start selling the shares Mond

$PDD Holdings Inc(PDD)$ PDD is back at it with their usual tactics. They feature a few popular authentic products (like the iPhone 16) to draw in traffic. However, it doesn't hide the fact that most of the platform is filled with low-end knockoffs.

$NVIDIA Corp(NVDA)$ The upcoming earnings report in November could be a game-changer for NVIDIA, especially with Blackwell's strategies starting this quarter and extending through 2025. Additionally, the prospect of Harris becoming the first woman U.S. president, along with potential Fed interest rate cuts, creates a favorable environment for growth. These factors combined could significantly propel NVIDIA's stock price to $300 or beyond.

$PDD Holdings Inc(PDD)$ Since this is a good company, it's best to wait. It's important to use only idle money that you won't need in the short term, as there won't be any dividends or share buybacks in the near future. Profits may not grow and could even decline, so patience is key for long-term investors.

$Alibaba(BABA)$ There is a black swan risk I may lose 100% of my investment in BABA and anyone going into this needs to decide if that's an outcome they can accept. I think it's quite reasonable if you or anyone else concludes it's a "bad investment" that does not reflect their risk profile and investment style.Thus far I've lost a little more than 10% of my investment in BABA in dozens of trades starting in 2018. That's a lousy outcome for such a long hold, and especially when contrasted against the progress of the rest of the market.For Chinese equities, They're profitable, they're diversified, they have huge moats, they have smart ethical leadership, they're directly returning capital to shareholders, and they play at

$Intel(INTC)$ at this point, I don't think anything but removing Pat from CEO position will move the stock. He has lost investor confidence with repeated over promise and under deliver, including this past board meeting that was supposed to have led to material change. Stopping a couple of fab build-outs didn't do it. He literally got the stock price chopped in half losing a lottt of money for investors, including me.

$Sea Ltd(SE)$ Stocks inherently fluctuate, experiencing both rises and falls. When evaluating SEA, consider the following: Is the company growing its revenue? Yes. Is it short-term cash-rich? Yes. Is it profitable? Yes. Is the sector experiencing growth? Yes. These factors collectively suggest a positive outlook for SEA despite the natural volatility of the stock market.