$Taiwan Semiconductor Manufacturing(TSM)$ TSM’s #2 customer Nvidia, just behind TSM's #1 customer Apple, could in all probability be paying upwards of $10+ billion this year for TSM to make their chips. (Nvidia paid TSMC $7.73 billion in 2023 per SEC filing) Taking into account how Nvidia alone accounted for only 11% of TSM’s revenue mix in 2023, one can extrapolate that TSM’s #2 customer moves up the stack as the lag time to build + strong order pipeline into 2H24 and 1H 2025 goes up significantly over the “just getting started” output for 2023.  AMD is also likely moving up the stack nicely at TSM on ramped orders for their chips. The list of orders and customers appears stronger at TSM as never before.&nb

$Reddit(RDDT)$ Reddit is about to go public, and it's already making a huge splash. Tencent is Reddit's second largest shareholder, and OpenAI CEO Altman is the third largest shareholder. The IPO values Reddit at $6 billion, only half of its valuation in previous funding rounds. But what’s really exciting is that Reddit plans to offer subscription rights to tens of thousands of core top users with no lock-in period. There is no lock-up period and I am not worried about retail investors triggering a post-IPO selling wave. Instead, it may be reminiscent of the GameStop mania of a few years ago. This is definitely an interesting development to watch. 🚀📈

$Advanced Micro Devices(AMD)$ so.gonna hold up around the size of correction seen Aug-Oct last yr?-30% then-28% now+ right on top of late '21 ATH & trying to hold 4mo S range.- under 6mo vpoc & ST MAs rolling over and ripping thru longer ones.What else should I say……

$XIAOMI-W(01810)$ In Lei Jun's view, Xiaomi Auto's goal is not to make low-level profits. The goal is to become one of the top five automakers in the world in 15 to 20 years and become a new generation of global hard-core technology leader. "If we pursue this goal, I think we can go further by laying a solid foundation first. As long as our financial report can support it, I hope to invest as much as possible and ensure we gain a leading edge." Lei Jun told investors express.Regarding the external concern about Xiaomi's overseas expansion, Lei Jun responded that in terms of business deployment, it will focus 100% on the domestic market in the next three years, and doing a good job in the Chinese market is the first step

$FTSE China Bull 3X Shares(YINN)$ I think this will be $150-300 in coming years - whether adjusted for RS or not...it's a long term play and it's their entire market index, not just an individual stock. In the long run, China and their companies aren't going away. I consider this like buying the US markets in 2002/2008...I believe patience will be very nicely rewarded.

$NVIDIA Corp(NVDA)$ If you knew the news at the GTC meeting that Buffett’s BRK owns 3,050 shares of NVDA! ! ! How would you react?  Back in 1998, Buffett's BRK acquired General Re for $22 billion. While General Re's reinsurance operations were the prize of this buyout, it also owned a specialty investment firm called New England Asset Mgmt — which BRK also acquired: NEAM. — NEAM's buying and selling activity as it does Berkshire Hathaway's investment — led to the acquisition of a surprising stock you'd never have guessed Warren Buffett owns, that is; is graphics card, and semiconductor solutions; and AI super cycle specialist: NVDA . New England Asset Management's third-quarter 13F showed it held 3,050 shares of Nvi

$Affirm Holdings, Inc.(AFRM)$ Affirm Holdings has a total shareholder equity of $2.6B and total debt of $5.6B! which brings its debt-to-equity ratio to 219.5%!!! Its total assets (Air-fryers and Peloton bikes) and total liabilities are $8.4B!! Obviously a flawed business model.

$The Australian Wealth Advisory Group(LTP.AU)$ Now that the fertility rate is getting lower and lower, young people don’t want to get married, so I will choose to buy LTP as my pension insurance hahahahaLTP invests in healthcare institutions, including nursing homes, care centers and other medical facilities. These facilities often provide long-term care, rehabilitation and other medical services. As the population ages, the demand for elderly care facilities continues to increase. LTP focuses on investing in these facilities to meet the needs of seniors. in aged care. Policy changes, demographic trends and fluctuations in health care demand could affect LTP's results. There are more and more elderly people, and I belie

$NIO Inc.(NIO)$ IN 2024, 2025 and 2026 NIO will generate insane revenues from their 2000+ Swap Stations and licensing fees from their 9200 patents. Then add 25000 to 35000 EV deliveries. per month.If you have any cash left traders. Keep in mind NIO and Tesla will both be trading in the $90 range by Nov.

$TENCENT(00700)$ Microsoft's financial report gave Tencent a good example. In the future, Tencent's SAAS with AI support will have a lot of space. Mini programs, Tencent documents, and Tencent conferences are all very good AI monetization channels.

$Rivian Automotive, Inc.(RIVN)$ Apple spent over $10 Billion on an Automotive initiative over multiple years. With that much money, they could spend $9B to buy Rivian today and they would be so much further ahead. By backing up they saved next 90B. That they can invest in AI for handsome return.

$XPeng Inc.(XPEV)$ Strong support near $7. This was the range ($750-760) BABA was selling weeks ago IMHFO. Once the selling stops, it will trend up over $8 just like earlier this week. If one was to “buy the dip”, then here’s your chance!keep dreaming about it 😂

$GameStop(GME)$ 24-hr market $25.08 right now. It sets max price you can sell at $25.28, according to 24-hr venue blue ocean ATS. That means, when pre-market official opens, this is likely going to zip past $25.28 to probably much higher.It is your own decision to remain in a prison. It is your own responsibility.You have willed your slavery, you have decided to remain a slave,hence you are a slave. Change the decision, and the slavery disappears.I heard they're issuing more shares at $50 and even more at $150 tomorrow . sleep well.The buy orders are coming in so strong we're burning our brakes out trying to slow it down. Buy what you can because tomorrow it's going from 25 to 50 the instant pre market trading begins.

$Laser Photonics Corp.(LASE)$ Postponed it's earnings and now this news. Something tells me the earnings going to be a disaster .These are all pump and dump schemes.. Experienced with 22nd Century myself.. Although not all stocks are same.. bearish…hhahah

$Meta Platforms, Inc.(META)$ NO better pe...total earnings..earnings growth..on board with AI...bit coin exploring....dau's growth..etc..etc..in the 1 trillion club as the mighty META....wake up folks and invest LOng!!!!booooommmmm..meta = $450++ next week..this mega growth giant has been held down by shortie lies propaganda for tooo long....its growth $ progress is wayyyy better than nflx..tsla..msft..nvda..etc..etc....wake up and buy and stay long..you will be rewarded....!!!No....I am speaking of the past..present..and...FUTurE...my points are the total package of META..which have been held back by short propaganda....this stock is a growth $ magnate...with the most pontential in the history of investing....will make a

$Walt Disney(DIS)$ Disney has a Pending Federal Lawsuit against State of Florida and Governor, Legal experts say it is a "Slam Dunk". I like the idea of a "Special Dividend" coming. Payment could be in BILLIONS of Dollars.“A targeted campaign of government retaliation—orchestrated at every step by Governor DeSantis as punishment for Disney’s protected speech—now threatens Disney’s business operations, jeopardizes its economic future in the region, and violates its constitutional rights,”Maybe Disney would do a Stature on Main Street when they are paid BILLIONS.

$NIO Inc.(NIO)$ When Tesla introduces their Robo-Taxi in August, you can bet they will be licensing NIO battery swapping. That is if they plan to sell them. Hertz and SITX rentals both proved fixed batteries will not work in fleet applications.

$Microsoft(MSFT)$ How do you say they are not failing at phone? They failed so badly for twice. Surface duo (installed android) is even worse than winphone. Surface duo is officially dead. Satya said he won't remove phone business and microsoft band. They were gone long time ago. Just go Microsoft Store on Windows, Microsoft Edge gets downvoted so badly that i do not even know what to say. Or what about HIFI rush disaster in xbox gamepass? Totally failed business.Investing on Openai for microsoft is nothing more but to introduce traffic to Bing. They fail so badly.

$Micron Technology(MU)$ In the past 13 years, the bull market makes stocks higher and higher.It is easy to make money so a lot of john and mary also buy stocks and even buy stocks on margin to earn more. But even interest rate raise to 5.25% last year, AI frenzy makes stocks rises further. But Tide is changed now. Now Market becomes bearish falling straight 5 days in Nasdaq. John and mary cannot tolerate the loss over 20%, Monday they will sell their stocks,otherwise if their loss widen to 40% they have difficulty to pay loan and rent. They never meet the bear market for so long time.

$Apple(AAPL)$ I won't comment about the stock, but the latest update to the IOs has my I-phone 14+ blah-blah-blah working like a charm. I guess the company doesn't want to hear that, but I won't be getting a new I-phone anytime soon. The one I have now is awesome.