$Marathon Digital Holdings Inc(MARA)$ I am stating the obvious to some that MARA is down 50% since mid-July. Unfortunately, I don't think BTC has hit its low yet. When it does sometime this month, we may witness another drop of 25%+ . Very painful I know! The biggest problem we are facing is nobody knows when BTC will make its next move higher. So many pundits have been preaching about BTC going to $100k this year and many other experts stating $150k. This could in fact happen and you don't want to be sitting on the sidelines when it does. So, we wait for the signals that many are saying will come after the elections. Hang in there will be better times ahead!

$SUPER MICRO COMPUTER INC(SMCI)$ So, what is going on? I thought the shorties said this was going below $400 to new lows since they were shorting? But guess what? Just isn't going there as my ai predicted. Go smci? Although I would personally like it much lower. Then I could get even cheaper shares. But the smart money is buying. Maybe some of these shorties even work for some of the smart money. This would have to be an exceedingly bad call, for instance, by H. at these prices. Raise your hand if you think they are that naive. The ai revolution has just started. And they want to short a company in the middle of it?

$Tesla Motors(TSLA)$ I wonder how many newbie retail traders know that there's a massive $220 Call wall with expiration this Friday. Trust me MMs aren't paying that. This will be back under $220 in a flash. Plus the Market crash incoming. This is going straight down.

$PDD Holdings Inc(PDD)$ Not in spite of this, but because of it, I'm predicting that PDD Holdings stock will at least rebound to $120 this year. This wouldn't require a full share price recovery -- not even close. Rather, it would only require a contraction of fear and share price volatility, which isn't uncommon after fear and volatility spike to an extreme level. After all, PDD Holdings' management prepared investors for turbulence and the market immediately priced that turbulence into PDD stock.

$NIO Inc.(NIO)$ Living in shanghai where EVs are abundant really showcases how important Nio is. EV buyers are so worried about their batteries as insurers only insure first buyer of EV cars for their batteries. That is why EV resell value is non existent.Nio really breaks the mold and reason why so many china people supports them. This is a game changer.

$Apple(AAPL)$ only apple can offer a suite of high-quality products tightly knit together and operating on apple's operating systems. most tech product users just want their stuff to work so they can get done what they need/want to get done. fr the beginning, jobs' focus was high quality and ease of use to provide an unmatched user experience. he believed if apple could deliver that, the rest would take care of itself. many willingly pay a premium for apple's premium experience. non-apple oem's unable to offer what apple can are forced to compete on price. the result: apple recvs the lion's share of PC and mobile phone profit and enjoys a very wide moat.

$Coinbase Global, Inc.(COIN)$ Yeah. The big money investment banks already have this technology, it’s called quants or algos and they drive the stock market, love it or hate it. So it’s no surprise that blockchain is going to get the same treatment. So let’s go, way into the future and leave the naysayers in the past where they belong..Long BTC ETH COIN.

$SUPER MICRO COMPUTER INC(SMCI)$ During that $1,229.00 per share period, just days leading up to it and just days after it people were saying, one little hiccup, and Super Micro is gonna drop. I think now, SMCI has a major case of the hiccups. Sure SMCI can climb a wall of worry, especially if JPM gets involved, but any rally get sold short as well. Pressure has arrived. If you Stick your neck out for a recidivist company, you may get trouble as well.

$Micron Technology(MU)$ This is what happens when you let computers run the country…..because knowing what we know now, going back to the 80’s (before the AI hype) makes so much sense. So I guess analysts will start lowering their estimates as well because that’s what they do.

$NVIDIA Corp(NVDA)$ Cramer says the expectations are too high and he would expect a big drop post earnings. As nothing Nvdia says will satisfy Wall Street. Says it will be better to sell now and buy back cheaper. Goldman sacks expects a $300B swing in the stock price post earnings showing high volatility. This could be 1999 and we could see some tech drop to extreme levels creating a recession. Scary stuff!

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ I sold my TSLA (CB 150) at 240, do I buy TSLL over TSLA now? Do I sell my NVDA and buy NVDL ? Can someone help me understand how these levered funds work and how much I’m really giving up with these expensive ratios ? Is it just a short term asset ?

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ For me, it is no exaggeration to say that this is the real test of the unconventional approach to financial statements that I have been experimenting with.Of course I will make a move, and I plan to go for NVDL within the limits of my risk tolerance.Since institutions seem to still be skeptical and have not yet invested much, I have a feeling that if the financial results are satisfactory, they will return, just like the other day CAVA .

$Microsoft(MSFT)$ $Alphabet(GOOG)$ Bull case for GOOG over MSFT right now: G Suite started with all the relevant data to provide model context in the cloud by default. Outlook 360 has been catching up, but default user behavior is still to work of a hard disk and collaborate over email.If Google is quick on its feet (big if for such a large company), they'll capitalize on that slight advantage by offering much more useful responses based on org-specific data. By the time Microsoft catches up, perceptions of who's behind may already have shifted too far.

$Grab Holdings(GRAB)$ GRAB out with its numbers and growth was solid 17% top line growth, 23% in constant currency Now sustainably EBITDA+ and fcf generative This will give the co. license to be even more aggressive with growth in the years ahead as it captures its huge market opportunity

$Marathon Digital Holdings Inc(MARA)$ Great entry point!! Remember historically Bitcoin 2 worst months are August and September!! Fact. Buy now you will be up 30% by 10/15-11/1. This is a great opportunity to make a nice hit. I will be chilling in SoBe this winter with a hot model and a pocket full of dough. ….and cryptonight.

$Palantir Technologies Inc.(PLTR)$ This will probably drop next week a little bit but the reality is that we'll start getting SP500 buzz again for the Sept 6th inclusion possibility and then the FED should take it from there with rates cutes for the next 2 years. A few contracts and we're knocking on 40. Confidence is high.

$Intel(INTC)$ INTC is not going bankrupt, but this latest earnings announcement is nothing new for Intel. It's just Intel being Intel. Intel was one of the first individual stocks I ever bought back in 2001 after the dot com bubble burst. I figured INTC would be one of the first to get its act together. We were still buying lots of Intel based computing devices then. Well that stock floundered for 13 years and then I finally sold it. It did proceed to increase 2x over the next few years. For the most part, this company has been very poorly run since the 90s. Nothing has changed.

$CrowdStrike Holdings, Inc.(CRWD)$ Still struggling between CRWD & CYBR. I like both, but one is cheap and other is a bubble. I'm leaning towards CYBR for its more reasonable valuation, but I can't ignore CRWD's market leadership and innovative edge. It's a tough call, and FOMO (fear of missing out) might eventually compel me to hold both for a while to see how things play out.In the meantime, I'll keep an eye on both and try not to let FOMO dictate my decisions too much. What do you think?

$Micron Technology(MU)$ I believe that we are either at or near the exhaustion of selling in MU shares. We saw a Market Meltdown and Micron closed down only 2.46%. The stock is getting a nice lift in the After Hours Session up+1.63 (+1.80%). Next day will be a green day for MU.

$Marathon Digital Holdings Inc(MARA)$ I'm not gonna talk a bunch of bullish stuff hereI still think MARA is going to the moon, time undetermined and path undetermined, and I haven't sold a single share of any miners todayI used the money I have and bought the crypto dipNot here to call V shape recovery, just letting you know what I'm doing