$Taiwan Semiconductor Manufacturing(TSM)$ in 2022 crash I loaded up on TSM on specifically AI play. This was before chatGPT.Didn’t do nvidia because google uses TPU and Microsoft and meta are making their own as well —- all manufactured by TSMC of courseI thought the AI boom was gonna happen in like 2025. But then chatGPT went viral November 2022 and nvidias the only player in town for most big labsStill doubled by tsm investment .

$Taiwan Semiconductor Manufacturing(TSM)$ what was once acceptable when TSM wasn't as dominant is now a glaring weakness. Nowadays, why would anyone go with Intel and accept poor yields when TSM's insane yield offers far superior performance? TSM has set a new standard in efficiency and reliability, making Intel's yield issues increasingly hard to justify in today's competitive landscape. With TSM leading the way, choosing Intel means settling for less, and that's no longer a viable option for many.

$NIO Inc.(NIO)$ Markets sometimes move in the direction that causes investors the most pain. Unfortunately, most people think Nio will go higher, so I won’t be surprised to see it dip lower, even with good earnings. Eventually it is going much much higher, but maybe not tomorrow.

$Micron Technology(MU)$ This is by no means a hidden gem. Everyone that has tech exposure should be familiar with this name. Misunderstood by many, while others remain fearful of cyclical volatility. The time has come for this companies business model to evolve into a continuous grower. Quarter by quarter, this company is increasing its revenue by segments that are n0t necessarily subject to the same cyclical downturns as before. When they say ‘the past performance is not indicative of future results’ this is a perfect example of how backward looking charts, though revealing some expected cyclical it’s, do not define the future performance of the company fundamentals going forward. One day soon, everyone will have no choice but to add to their posit

$Micron Technology(MU)$ Anyone with a fraction of common sense has seen from this earnings season that the hyperscalers are spending unprecedented amounts of money to build out the AI infrastructure. Hundreds of billions of dollars! They expect this to continue for a few years. Nothing like this has happened before. Buy the stocks of the companies they are paying that money to, sit back, and get rich. The market volatility is just noise to scare retailers out of their shares. Anybody who is paying attention can see the writing on the wall.

$Marathon Digital Holdings Inc(MARA)$ Don't be intimidated by the arrogant bears trying to shake you out before the anticipated rate cuts. I'm firmly holding my 10k shares of MARA and won't be swayed by these bottom feeders trying to scare investors out of their positions. The potential for significant upside remains strong, and I'm confident in my long-term strategy.

$Alibaba(BABA)$ All the shorties are crying!!!Dont sell your stocks cheap fools to frauds and their Media fraud system and wall mafia they manipulate the stock all this years!!!!Alibaba is undervalued about 50-60 %Stay away from american bubble stocks are overvalued extremely!!!!

$Marathon Digital Holdings Inc(MARA)$ Let's not lose sight of the fact that MARA's all-in cost of mining bitcoin in 2Q was 100K per coin (and that is before stock based compensation, and with 19 days of the quarter occurring before the halving). So right now it is way cheaper for MARA to buy bitcoin than to mine it.The only way the bitcoin mining companies can avoid bankruptcy, and to allow the execs to collect their millions in salary and compensation, is to issue shares and/or have the price of bitcoin go a lot higher. So sure, why not borrow money (or issue shares) and buy more bitcoin, not like they have any other option.MARA has a market cap of about $5.5 billion, over $600 million in debt, and to offset that only 25,000 bitcoins (worth about

$Micron Technology(MU)$ If Micron (MU) were to buy Intel (INTC), it would be a signal that Sanjay Mehrotra, Micron's CEO, has completely lost his mind. This move would be so out of line with strategic sense that I would immediately liquidate my entire position in MU, despite having been long on it since 2017.

$Alibaba(BABA)$ Four positive catalysts coming during next 3-6 months; so stock has bottomed! The catalysts are:(1) Return of cloud business growth to double digits (per management) (2) Cloud business generating huge Ebitda growth as seen from this quarter, and continuing going forward as lower quality business has been dumped.(3) Honk Kong stock listing coming in September/October time frame.(4) Advertising revenues will begin to show up towards end of the year and likely ramp up afterwards. This can easily become a growth driver of cashflow.

$Marathon Digital Holdings Inc(MARA)$ $MicroStrategy(MSTR)$ $Riot Platforms(RIOT)$ everyone can say whatever they want ...in my opinion Fred's approach is right , he's diluting now in order to accumulate more Bitcoins ( mining and buying) .In 5 years MSTR , MARA and RIOT will be either multi trillions companies or they'll go out of business.... Part of us hope so part of you not , future will tell GL.

$Advanced Micro Devices(AMD)$ Semi companies have recently been through tough times, lots of hot topics around China, AI boom, and SMCI earning didn’t help much either.With AMD falling to 120s in the after market , what are your thoughts on the price point? Its forward PE is now at 37, I’m planning to open a long position if it falls a little more.

$CrowdStrike Holdings, Inc.(CRWD)$ Crowdstrike's tool detected the update as a malicious attempt to tamper with the service, and which appears like a regular anti-virus alert and is extremely noticeable. The fact that this update was pushed in this state shows that not a single person examined it before pushing it, or that this was an intentionally harmful action. Either way, Crowdstrike very clearly has no substantial internal controls on the updates for their flagship product, which would suggest that their are entirely deficient throughout their business. Do not put money into this company.

$Lumen Technologies(LUMN)$ This deal will help create 6 million additional miles of high demand fiber basically on the customer's dime. Then they'll have to rent it forever.Lumen has a huge barrier to entry on this type of network and none of the telecoms can afford to play catch up with them. It would be way cheaper to buy LUMN for 25-30 billion than to attempt to replicate their infrastructure.

$MicroStrategy(MSTR)$ As almost anyone can borrow money to buy bitcoin, there is no massive advantage to having MSTR do it and no justification for the high premium. There is some value from MSTR's ability to monetize BTC's volatility to get cheap convertible financing. However, this is not enough to justify selling for twice the fundamental value.Just because the firm has been able to borrow money to buy more bitcoin does not mean it can do so forever.MSTR is basically a closed-end fund selling at a huge premium - roughly twice the value of its assets. As we learned from GBTC, a huge premium can turn into a big discount rather quickly.

$CrowdStrike Holdings, Inc.(CRWD)$ Been watching this stock since it hit the news of the massive problems at airports and such. Thought about buying some if it got down to $200 but now im convinced this is no where but down for a while. Not gonna buy this one but its surely interesting to watch and learn from where it was at around $389 or so all the way down to where it is now. I'll spend my money on another company. Be Careful and good luck with this one

$CrowdStrike Holdings, Inc.(CRWD)$ Shorts and panic sellers should read the info provided on the company website responding to the incident. Specifically, regarding cash position and liability limits. Not sure where the bottom is but I'm betting this is a great buying opportunity long term. Do your own research.

$Broadcom(AVGO)$ This is just a preview wait till until AVGO releases earnings and shows who they signed as a customer. You bears gonna need to have some shame to comment here without doing any research behind how the company is fundamentally performing and looking only at short term price.

$GameStop(GME)$ Never forget Ryan dropped earnings early as gme was going past 60+ in the pre market and lost the 30% to being down 40% and the stock has not recovered since he did that. Then continued to say on the call how he doesn’t follow hype the same hype aka retail who kept the company alive and his thanks was to dilute you without warning. Complete an utter cowboy who can be bought.

$Broadcom(AVGO)$ it's an encouraging sign to see AVGO bouncing back like this. Seems like the tide is turning in our favor. According to @Alphanso_AI, the company holds a promising buy rating with a score of 8.0/10, based on its sound profitability and management. So, great things could be on the horizon!