$Micron Technology(MU)$ Nice ride on MU! Memory chip cycle turning + AI demand booming = solid thesis. This nuclear-energy-level trend is just getting started — just hold and relax. BTW, the contra688 offer is fire! Perfect boost for newbies to jump in.

$Beyond Meat, Inc.(BYND)$ is on a tear! The "first mover in plant-based meat" is living up to the hype. This isn't just alternative protein, it's "liquid gold"! With fast-food partnerships scaling up, the future looks bullish. Let's go!

$YZJ Shipbldg SGD(BS6.SI)$ cycle play delivering! Global orders rebounding plus green vessel demand booming equals China's ship leader cashing in. Cyclical stocks need patience - holding for upcycle!

$NEBIUS(NBIS)$ has surged 85.45% YTD, and this rally is just getting started. While many may fear the easy gains are over after such a run, I believe Nebius is still in its early growth phase—the best is yet to come!

$JinkoSolar(JKS)$ is leading the charge in the solar sector today! The stock has steadily climbed to $23.83 from our entry at $23.21, delivering a solid 2.7% gain and a profit of $803.45. Confidence is high — holding firm and adding more in anticipation of the next major rally!

$ProShares UltraPro Short Russell 2000(SRTY)$ Make some money and buy gold for my wife. ahahahahah~

$J&T EXPRESS-W(01519)$ I really admire Jitu, which has seized the wave of consumption dividends in Southeast Asia, and its business volume has skyrocketed. Recently, the company has also been repurchasing shares, one after another, and it is full of confidence! At this time, I will not toss and turn, and I will just hold my position and wait for the market to adjust the price up. To be honest, I have patience for this stock, and the more I look at it, the more it looks like an undervalued potential stock.

$TAL Education Group(TAL)$ seems to have hit a bottom, and this could be the perfect time to keep an eye on it. With China's push to boost domestic demand, the education sector is showing signs of recovery. Policy is becoming more supportive, and as a leading player, TAL is well-positioned to benefit. A strong rebound in share price could be on the way.

$Tesla Motors(TSLA)$ Driven by improved market sentiment and dip-buying, Tesla surged nearly 12% to close at $278.39, bringing its market cap to $895.4 billion. This marked its best single-day performance since November 6 last year, breaking a nine-week losing streak. Tesla’s valuation shouldn’t be viewed solely from the EV perspective but rather through the lens of AI. After a prolonged decline, rational capital inevitably steps in, and last night’s strong rebound was a clear reflection of that value correction.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Keep going long! Another day of great gains.

$XIAOMI-W(01810)$ Every investment is an opportunity for growth.

$Intel(INTC)$ The smart shorts are long gone after making some good money. Classy of them to move on instead of hanging around to say I told you so. The trick is to sell short before the drop or buy before the run up. The few shorts that have stayed around are likely $Advanced Micro Devices(AMD)$ employees I imagine who are overly eager for Intel to do poorly. For the past several years Intel has been behind, both in products and manufacturing. Surely smart money sees that current stock price and product reviews are very different today than they were even six months ago. I understand the “wait and see” attitude, but selling short today seems foolish. [Sweats][OMG][Cry]

$SoFi Technologies Inc.(SOFI)$ To everyone who thought SOFI would squeeze, you’re going to learn the lesson we’ve all learned the hard way.SOFI always sells off as soon as it starts to run. There is no different.Today they will cut rates .25 and the market will sell the news.Not only that, but they will sell harder because they are expecting .50 and are only getting .25SOFI will be $7 by the end of the week if not lower. It will take YEARS of profitability before this stock ever takes off. [Great][Great][Great]

$PDD Holdings Inc(PDD)$ Dollar General and Dollar Tree, US discount retailers lost 43 and 53% of their value this yearMost of this is attributed to Temu riseIn only 2 years Temu has reached estimated $40bn sales (parent co $PDD does not disclose)Temu fortune was built on shipping directly from China to consumer. Eventually law maker will step in to try to slow them (but how do you check 1 million packages a day remains to be seen)In the meantime Temu is adding more local shops to deliver from US (or EU)This could also pose a threat to $Amazon.com(AMZN)$ . Not existential but could further reduce ecommerce margins. And Amazon will push more on cloud and advertisement to find growth

$Intel(INTC)$ Even though the semiconductor market is booming due to artificial intelligence (AI), revenue was down to $55 billion over the last 12 months; it was close to $80 billion a few years ago.Free cash flow looks even worse. It was a negative $12 billion over the trailing 12-month period and has been negative for close to two years now. For the 25 years prior, Intel had always generated positive free cash flow.[Sly][Sly][Sly]

$Alphabet(GOOG)$ This is the part when everyone calls GOOG a bad stock or says it has slow growth because the stock is down 22% 🔴 so far.It's a great company, and I would love to see a cheaper price, but in the long term, you can make a lot of money.[Happy][Happy][Happy]

$Trump Media & Technology(DJT)$ Pretty funny commercial this morning featuring Obama roasting Trump for whining all of the time and obsessing on crowd size. Spot on. The Kamala commercial where she says “ Bidenomics” is pretty funny as well. They must have comedians on retainer. Although, Trump could easily do stand up comedy if he ever needed a job.[Lovely][Lovely][Lovely]

CHIP STOCKS for SURE!!! By 2026, $NVIDIA Corp(NVDA)$'s GPU orders will peak at 750 units and then growth will begin to plateau or slow down. Many argue that Nvidia's gross profit comes from the CUDA moat, but in reality, it largely stems from the $Taiwan Semiconductor Manufacturing(TSM)$ CoWoS production bottleneck. When CoWoS is no longer a bottleneck and other companies can access production capacity, many things could change. In the era of large models, the CUDA moat may not be as deep as imagined. Without chips, where does SaaS come from?

Not sure it will hit $2K or not this week, but in the long term, $MicroStrategy Incorporated(MSTR)$ gonna meet 5000.According to Standard Chartered Bank, Bitcoin is expected to reach $100,000 by the end of this year. Research firm Fundstrat has set a target range of $116,000 to $137,000. Hedge fund SkyBridge predicts that Bitcoin will reach $170,000 by April 2025. Crypto asset management company 3iQ has set a base target of $110,000 for Bitcoin in 2024, rising to $140,000 the following year. Additionally, the company has a more aggressive forecast, with Bitcoin reaching $180,000 this year and $450,000 by 2025.MicroStrategy currently holds 200,000 Bitcoins, with a market value of around $90 billion, corresponding to a sto