$Taiwan Semiconductor Manufacturing(TSM)$ 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

$NVIDIA Corp(NVDA)$ HUANG’s worst nightmare has finally come to fruition; the Chinese bans on NVDA GPU’s, he always said won’t work because Hawei will just eventually copycat his GPUs, which as of today they finally did，I don't know who is still buying it, please sell it all quickly.

$Taiwan Semiconductor Manufacturing(TSM)$ Price predictions for TSM once INTEL takes over the technology lead? We know for sure that all companies will be using Intel at the very least as a hedge to Asian turmoil. How much losses will TSM suffer?

$Alibaba(BABA)$ What would BABA's stock price be today without such huge buybacks. Funny that anyone expects buybacks to raise BABA's stock price when those buybacks can't even keep the price afloat.Still, this should add to edge of Alibaba vs other Chinese companies like Baidu which are without investor-friendly policies. Once economy improves steps like these might make investors favor Baba vs other Chinese names. Let's see. Economy in China is still bad. Reality market still down. Consumer confidence low. This will not last forever, however.Why sell unless another pandemic comes? If I buy its company I believe will do well over next 10 years

$Apple(AAPL)$ Buffett selling half his Apple stake in 2nd Q was averaging about 8% of the daily share volume for the whole quarter. That’s why Apple stock price was under pressure before WWDC. Now Buffet probably done selling.APPL now has an IMMINENT six point gap to fill going UP !!! And Dividends to pay on 8/12/2024 !!! Buy ! ! !

$Reddit(RDDT)$ 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……

$Li Auto(LI)$ With a revenue of 30 billion, all the cars are high-priced at around 300,000 yuan, and the operating profit is only a few hundred million yuan, which is far behind the international giants. This means that the car with a cost of 300,000 yuan is sold for 310,000 yuan. There are also manufacturers such as NIO that sell cars with a cost of 300,000 yuan for 200,000 yuan, while the international giants are trying to sell cars with a cost of 100,000 yuan for 300,000 yuan. Let's see who will have the last laugh.

$XIAOMI-W(01810)$ 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

$The Australian Wealth Advisory Group(LTP.AU)$ 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

$FTSE China Bull 3X Shares(YINN)$ 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.

$NIO Inc.(NIO)$ Six of the top 10 EV makers in the world are under CONTRACT with NIO and its NOT FREE. China FAW will join the Nio-led battery swap alliance, becoming the seventh automaker to do so, according to local media.SHANGHAI/SINGAPORE (Reuters) - Tesla is pushing ahead with plans to power the global development of its self-driving system with data from China that could be processed within the country, part of a strategic shift by Elon Musk, according to people with knowledge of the work.In a bid to restructure, Tesla laid off over 10% of its staff this year, including disbanding the Supercharger team.

$NVIDIA Corp(NVDA)$ 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.

$Palantir Technologies Inc.(PLTR)$ This is by far one of the most valuation-inflated companies on earth. Nikola and Cathywood's Workhorse WKHS pick, at their prime prior to downfalls, pale in comparison. Some of its gov contractor peers of similar tech capacity (publicly-traded ones) have valuation 1/1000 (not 1%, but 0.1%) of Palantir's current valuation, because those companies seldomly diluted their shares for cash and compensation like Palantir has done. Palantir currently has 2.4 Billion Diluted Shares, you heard it correct, BILLIONS, NOT millions, NOT hundred millions, while other gov software companies of similar tech capabilty usually have tens-of-millions outstanding shares. Microsoft reached Billions shares aft

$NIO Inc.(NIO)$ 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.

$AMC Entertainment(AMC)$ Over 300k 6/21 GME call contracts are in the money at the price GME sold their 75m shares! Shorts never hedged and are now trapped! They knock down the price too far below that $28 price, and GME starts buying back their own shares at huge profit!Retail owns all the shares. Shorts were too busy bringing the price down to buy the new shares!Enormous Gamma Squeeze is coming next week! It could lead into the MOASS! GME will go first, then AMC will be next as retail profit from GME starts buying up the absurdly cheap AMC!

$Marathon Digital Holdings Inc(MARA)$ M Pool continues at a mtd average just over 18 coins/day as of 5/21 (PST). Five day avg just over 14...lovely. Efficiency still in mid 70 percentiles. Fees continue averaging under .25 coins/block. Nothing to get excited over. Oh yeah, FF and the boys continue to be rewarded as if operations are running just fine.

$TENCENT(00700)$ Tencent's problem is that the company is relatively restrained in making money. Alibaba's problem is that it used to think it had no boundaries and invested in too many unprofitable businesses. JD's problem is that it is too down-to-earth and has too many people. Pinduoduo's problem is that there are certain moral risks. Douyin's problem is that the media has too much discourse power and there are political risks. At least three of these five companies will become world-class companies in the next ten years.

$TENCENT(00700)$ 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.