$Broadcom(AVGO)$ I won't debate the details but once I pick what appears to be a great company, I back the CEO and don't become a trader. AVGO has a great CEO, and no analyst knows what he will do next. A year ago, I sold some MSFT based on similar advice, instead of trusting the CEO. Nardella surprised by being well positioned for the AI boom. If the Broadcom stock goes down a bit in the short term, who cares? Hock Tan has already delivered me a 340% gain, so he has earned my confidence.

$NVIDIA Corp(NVDA)$ There is no need for panic. AI infrastructure is a must build for both China and the US for global leadership. $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Oracle(ORCL)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Tesla Motors(TSLA)$ $Meta Platforms, Inc.(META)$ are all building GW data centers all over the world. AI investment only had began in the US, and the global scale is much larger. You only saw the one third of i

$Apple(AAPL)$ AAPL upgrade by UBS is very important when you look at it (price of stock bumped up by 25%). The Analysts involved are no small potatoes and they generally have done their homework. I used to work for a brokerage/banking/asset management company so I know the process. The stock should have finished at least $5+. We all know that there are some bad hombres here trying to keep price down from going to $225 - $230. The best thing to do is to stay long folks.

$ServiceNow(NOW)$ I had the opportunity to buy NOW for the first time in June at $650, and the good fortune to sell it over $800 within a month. I am on the sidelines now but would be an aggressive buyer of NOW under $700 and an aggressive seller over $850. It's certainly a good company that can be traded for its volatility and wide swings.

$SUPER MICRO COMPUTER INC(SMCI)$ I say green in a few days. The stock was illegitimately driven down by a short-seller’s specious report and accompanying unfounded rumors surrounding a delayed 10-K. Management has finally addressed both of those issues and says it’s maintaining its promising financial projections. What’s not to like? SMCI is on the way back. Today is just the beginning!

$Amazon.com(AMZN)$ Investing is all about the fundamentals of the company, right? It's like, if a company is killing it operationally, if it's growing and making smart moves, that's what really counts. The stock price might not skyrocket overnight, and that can be super frustrating, but that doesn’t mean the investment isn’t solid. It’s about owning a piece of a business that’s doing well, not just chasing short-term stock performance. I think a lot of people get caught up in the daily ups and downs and forget that real investing is about the long game. Like with Amazon, if they’re executing their strategy and expanding their reach, that’s where the real value is. So, I’d say focus on the company's performance and stick w

$Amazon.com(AMZN)$ AMZN has been an AI company ever since the inception of AMZN. The investment to AI has many applications such as personalized shopping made possible by storing customer purchasing history, advertising made possible by having the largest repository of customer rating and reference data(data on similar products that were bought to provide buying suggestions). Amazon to me looks the safest bet of the mag7 atm.

$NVIDIA Corp(NVDA)$ NVIDIA is still very much a thing! In fact, they're a leading player in the tech industry, specializing in designing and manufacturing graphics processing units (GPUs) and high-performance computing hardware.NVIDIA's products are widely used in various fields, including:1. Gaming: Their GeForce GPUs power many gaming PCs and consoles.2. Artificial Intelligence (AI): NVIDIA's hardware accelerates AI computations, making them a key player in the AI revolution.3. Professional Visualization: Their Quadro GPUs are used in workstations for industries like engineering, architecture, and video production.4. Data Centers: NVIDIA's data center products support cloud computing, scientific simulations, and more.5.

$Apple(AAPL)$ Forward PE for Apple is 30x. Yes, its higher than the $S&P 500(.SPX)$ forward PE of 21x but given its unique nature it's a hold.Apple really is a unique company. Only other even close is $Microsoft(MSFT)$ . I've owned a little of both for over 25 years. Obviously, wish I bought more of both.The S&P 500 was up 20% in the first 8 months of 2024 including dividends. Amazing year. My 401k is over $3 million. Will never need to touch it. Ignore the Debbie Downers. The stock market...long only for me...is a great way to become wealthy.

$Advanced Micro Devices(AMD)$ Amd 2025 earrings estimates non gaap are 5.41$ that’s 28x 2025 earnings . $NVIDIA Corp(NVDA)$ 2025 pe is above 30 so it is cheaper on a 2025 pe and most other metrics. Analsysts have Amd growing faster from here than Nvidia, and Nvidia has the more downside risk also imo due to having already moved so far and being priced for perfection almost. Both great companies but the myth that Nvidia is cheaper just isn’t true

$Li Auto(LI)$ $LI AUTO-W(02015)$ I’m seeing $17.50 as a solid floor for LI right now. If you’re watching the stock, definitely buy those dips! I’ve got a feeling this recovery is going to be faster than the last one. Plus, they’re about to report delivering 148k vehicles by September 30th. That’s a big number, and it could really push the stock up. So, if you’re not already in, now’s a great time to load up before that report drops. This one’s shaping up to be a winner, and I’m planning to grab more while the price is still around this level.

$Marathon Digital Holdings Inc(MARA)$ What happened to news about MARA buying BTC? Anyone?I found the $249M buy in a PR about Selling the Notes. OTOH, I thought they bought another $50M worth of BTC after their original purchase of $249 million. Does anyone know where that news (PR) is? TIABTW, I am looking for the news (PR, SEC filing). The reason is that I want to see the terms.

$Apple(AAPL)$ Let’s get back to $235 first, and then ramp up $10 every 2 month. That could get us to $265 by end of January just before Q1 earnings. If FY25Q1 looked good, then $265 is reachable. I still believe that AAPL is a "Strong Buy" and I am adding more shares to my position since my valuation analysis suggests there is a 30% upside potential.

$CrowdStrike Holdings, Inc.(CRWD)$ I’m convinced CRWD is heading back to $350 by the end of the year. No doubt in my mind. So, all this whining about its current valuation? Forget it. If you believe in the company’s potential and the tech, now’s the time to get in. Stop second-guessing and start making some money. The stock’s been through its ups and downs, but if you’re in this game for the long haul, you’ll want to ride this wave. The potential for a solid rebound is right there. So, buckle up and get ready. This could be a great opportunity if you play it right. Let’s go!

$NVIDIA Corp(NVDA)$ NVDA has been a generational, life changing investment for those to have bought in long ago and held on to today. I don't know what next week will bring, but it is up $30/share from where I bought it($99) again a week and a half ago. I was all in cash and thought I should diversify what I bought and I only have a small stake in it compared to other people, but dang....Amazing.....

$Virax Biolabs Group Limited(VRAX)$ People love to jump on the hate train after VRAX dips, but let me tell you, it's all just noise. Like, seriously, who cares what they say when the price takes a dip? It's a lie they spread just to feel better about themselves. I'm here for the ride, ups and downs, and I'm not letting their negativity bring me down. See you tomorrow, VRAX, when we hit that sweet $10 mark! 🚀

$NVIDIA Corp(NVDA)$ I was a big skeptic of NVDA a year ago - but after the last quarters earnings, that was it, I thanked god it dropped below $100. I mean $15,000,000,000 and 57% NET margins, NET, in ONE QUARTER! Its just insane. And Cuda/H100 (blackwell soon) combination is an incredibly wide moat, on all fronts - those saying we have reached the top, well then why is AI capex just skyrocketing at major companies - esp. the tech giants? At some point it may slow down, but not over the next 4-6 quarters, and during that time, AI capex will keep accelerating, all the while with NVDA still not having any real competition; $15 billion in net profit in one quarter is crazy, but I think its about to get even crazier.Time to p

$NVIDIA Corp(NVDA)$ I have bought and held NVDA for a couple years...before I could even spell AI.With the AI craze hitting full speed, I made some money on $Advanced Micro Devices(AMD)$ and $SUPER MICRO COMPUTER INC(SMCI)$ but with the downdraft took my profits , leaving only a few tracking stocks to remind me of the sales.On $Intel(INTC)$ I bought leap calls over a year ago...those expired worthless. I've owned $Taiwan Semiconductor Manufacturing(TSM)$ for some time. However note that the immense plant TSMC is building in Phoenix will be delayed, which

$Amazon.com(AMZN)$ AMZN is the cheapest it has been in the last 10 years, even cheaper than when AMZN was trading at 80. I do my thing and let others do theirs. I will say I long term buy and hold them, not a trader, do not look for "attractive entry points". For example I held AMZN through dot.com, 2007 and every other "crisis" you can think of.