Summary Following the announced Microsoft acquisition of Activision Blizzard, we determined the outlook of Activision based on its upcoming game releases, deriving a forward 5-yr average revenue growth of 13%. We believe that $Microsoft(MSFT)$ could leverage Activision’s massive active user base for its Game Pass subscription services with an estimated $484 mln in synergies for 2023. In terms of its financial impact, we see the deal supported by Microsoft’s massive cash pile, contributing 4% to top-line revenue. We raise our price target on $Microsoft(MSFT)$ , and in conjunction with the recent price decline, view a strong buying opportunity for the company's shares. Jean-Luc Ichard/iStock Editorial via Getty I

$Palantir Technologies Inc.(PLTR)$ 's government deals rock! AI decision platforms exploding, moat getting deeper. Wish all investors profit together on the road to 200!

$iShares Russell 2000 ETF(IWM)$ The fresh CPI data cements a Sept rate cut, while the 90-day US-China tariff delay keeps inflation tame. Institutions are easing small-cap worries – if Russell holds up, the broader market should stay resilient.

$LAOPU GOLD(06181)$ Right now, growth stocks are my go-to! When the economy slows down, the market favors companies that can keep delivering solid growth, just look at $POP MART(09992)$ , Lao Pu Gold, and $XIAOMI-W(01810)$ . They all thrived during similar cycles. It’s the same story now, growth stocks are getting premium valuations because their cash flow is steady and their growth is predictable. I’m holding onto mine with confidence because once the economy picks up, the returns on growth stocks are usually way bigger than value stocks. No way I’m missing out on this one!

$SoFi Technologies Inc.(SOFI)$ people you have to get a clue....shorts brought this price down...they may not be adding here but they are NOT COVERING....look at the volume...its at or below the daily average....shorts are not covering...they started this attack at a shareprice of 15....unless there is some significant catalyst they don't need to cover...they are up bigtime now....I LOVE SOFI long term but it is going to be a grind....9.80 to 10 was support for a long time...now its resistance...its is just trading with the DAQ right nowthe volume will be the metric to watch, if it picks up big time then you will see some movement...Great company, well run....but this is where we are at now...Hopefully will consolidate below 10 before it moves higher

Now that China is starting to support Chinese stocks listing in the US. We know $Li Auto(LI)$ $(XPEV)$ $(NIO)$ $(BABA)$ etc..will be flying and when the crisis in Ukraine ended. These stocks will explode.

$TENCENT(00700)$ TCEHY beat earnings easy. Year after year growth. TCEHY seems to have began developing the Meta Verse technology. China becoming a huge influence on the world and would be surprised if TCEHY begins huge opportunity outside of China too. Last TCEHY market cap is just about even to its revenue. Considering that so many company’s like Tesla, Apple, Microsoft, and many others are trading around 30 times more than they make as Revenue. I would feel pretty safe to assume TCEHY should easily be worth nowhere less than $300 per share... and possibly even more $500++. What do you all think if my thoughts??