$Oklo Inc.(OKLO)$ Just pocketed some gains from OKLO, but the real show is just getting started! Holding this requires patience and conviction. With the nuclear renaissance and AI's massive power demand, its growth story is far from over — $20B market cap is nowhere near the ceiling.

If I had $1M, here is how I would build an AI-focused portfolio, so I never have to work again!Here is why 🧵👇Image1/ $Nu Holdings Ltd.(NU)$ NU is a fintech that's bringing modern financial services to unbanked populations in Brazil, Mexico, and Colombia.Their AI Private Banker will bridge the knowledge gap between 1% and the 99%, enabling everyone to have access to sound financial advice and integrated AI services.Nu's low-cost model enables fast growth and huge profits. 📈 Revenue per customer: +270% 📉 Cost per customer: -27%Trading for a P/E of 34, despite being a disruptor with huge growth runaway.2/ $NEBIUS(NBIS)$ NBIS is rebuilding the cloud for the AI era with an infrastructure platform purpose-built f

$Bilibili Inc.(BILI)$ 's Gen-Z economy is holding strong! Ads livestreaming dual recovery with community moat deepening, catching China tech rebound. Long-term thesis intact - keeping faith!

$SMIC(00981)$ holding firm—locked in some early gains! With China's semiconductor push gaining momentum, I remain optimistic about its long-term potential.

$SharpLink Gaming(SBET)$ 's potential is unfolding! The fusion of digital entertainment and competitive gaming creates unique growth vectors, with regulatory clarity adding stability. While emerging sector volatility persists, the innovation premium warrants patient tracking.

$Constellation Energy Corp(CEG)$ popped after the company announced it received regulatory approval from the New York State Public Service Commission for its previously announced acquisition of Calpine. Regulatory green light = bullish signal. The market liked what it saw!

$Sylvamo(SLVM)$ I made some money again. I’m so lucky. It feels good to make money from fluctuations. I’ll feel good all the time if I keep doing it. I’ll have a drink to celebrate tonight.

$Coinbase Global, Inc.(COIN)$ The opportunity to make money has come, let the profits fly.

$CHINA LIT(00772)$ Fueled by the creativity of online writers and the immense monetization power of hit IPs like Joy of Life, Yuewen Group achieved its highest revenue in three years in 2024. With New Classics Media producing a series of blockbuster films and dramas, and its IP-derived merchandise hitting a record-breaking GMV of 500 million RMB, the company is well-positioned to ride the booming “Guzi Economy” trend. As the market for online literature derivatives rapidly expands, Yuewen’s revenue potential could skyrocket, making it a compelling long-term investment opportunity.

$Specificity, Inc.(SPTY)$ What a perfect entry point! Hedged against the market downturn, and the returns are looking great—truly satisfying! I'll wait for the right opportunity to exit in the next couple of days. Nothing beats the peace of mind that comes with locking in profits.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Gradually starting to go long, SOXL shows an upward trend. As long as the cost price stays around 27, profitability won’t be an issue.

$Broadcom(AVGO)$ Il will go up by the end of the day, 140 - like is such a good price for this stock. I bought more at 140 and if it goes to 130 and some - I will buy more. Perfect growth stock with dividends.I still see a target of $200 to $225 in a year. The Q3 was a good report, but I was not surprised that the market punished, such is the market. I agree with strong buy rating, especially after the "unfair" punishment, but I have at this point what I consider a full position for me and will hold what I have.

$Eastside Distilling, Inc.(EAST)$ I’m convinced this will hit $3.00, and if it can hold that level, we’re in for an exciting ride up even higher! This is the moment to jump in and get on board—things are looking promising. I’m ready for the ride and feeling pretty pumped about it. Let’s strap in and see how high this thing can go! 🚀😄

$Apple(AAPL)$ Don't sell Apple ever. This upgrade cycle will be bigger than expected. Even if the upgrade cycle is just slightly bigger, I'll take it. I have my doubts about any supercycle happening due to a weakened global economy. You wait and see. Wall Street makes sure they get in at a good buying price that’s why any companies that have big events pull back

$NVIDIA Corp(NVDA)$ I believe 2 things may happen:One nvidia falls below 100 to 86-92$ and will go up to maybe 130-140$ after Q4 earnings if Blackwells good, or it doesn't fall below 100$ and it hits 130-140$ possibly 150$ by end of the year.I'm still holding LONG and haven't sold any shares in 5 years,and will not even think about any possible sale until 2027 !NVDA Strong and LONG !!

$Apple(AAPL)$ Another mistake people make in evaluating Apple's strengths is to just look at iPhones. Apple offers an entire eco-system where all the various devices and services it sells are very intelligently integrated and create a synergy that is much greater than any single component. Buying one type of device creates incentive to buy others and the benefits increase with every device and service that is added to the consumer's "stable".

$ServiceNow(NOW)$ Amazing company with massive global customers and billions in revenue, one of the best enterprise software companies out there, this is a SOLID buy! No wonder 3125 funds and institutions own this stock! Once in a lifetime opp here, these will be trading over $2000 in the next 3-4 years! Amazing growth and fundamentals here!

$NVIDIA Corp(NVDA)$ I've been a big NVDA investor. Short term NVDA is unpredictable. However, once Blackwell production starts we are likely to S-Curve growth. Hi double if not triple digit growth. Besides demand for new processing worldwide, replacement cycle will be be significant due to power savings.

$Amazon.com(AMZN)$ AMZN is investing heavily in AI to streamline its operations. They are adding 1000 robots daily to replace mundane tasks that humans don't want to do. As AI evolves, robots will be able to replace most human tasks however will create new jobs that require skilled labor that will pay well. Problem solved!

$NVIDIA Corp(NVDA)$ While it’s true that market euphoria can lead to inflated valuations and painful corrections, not every surge in stock price is purely driven by hype. Nvidia’s rise isn’t just about market sentiment—it’s also about the company’s leadership in AI and its role in transforming entire industries.Key Points to Consider:1. Fundamental Growth vs. Euphoria: Nvidia’s current valuation isn’t just a product of speculative mania; it’s backed by real, tangible growth in sectors like AI, data centers, and gaming. The company has consistently delivered innovation that has redefined these industries, which justifies a premium valuation. While past market bubbles have taught us to be cautious, Nvidia’s trajectory is ro