$Tempus AI(TEM)$ 's "Data + AI" model continues to impress, driving its share price to a high of $104 in October. A standout in medtech with solid momentum!

$Direxion Daily Energy Bull 2x Shares(ERX)$ 's energy rebound lucky play! Geopolitical tensions meeting inventory draws, double leverage perfect timing. But oil reverses fast-taking money and running!

$Novo-Nordisk A/S(NVO)$ printing steady gains! Small win now but with GLP-1 shortages + new indications approved, this is just chapter one! Holding for earnings fireworks. Breaking: Acquiring CDMO to boost capacity - pre-market up 2%!

$Tesla Motors(TSLA)$ finally delivered this time! EV competition is heating up, but the energy storage business still holds great promise. Locked in some nice gains this round, but with how fast the market moves, earnings and delivery data are key. Wishing everyone steady profits and no missed rides!

$Talen(TLN)$ Now that the oil crisis is coming again, who will benefit the most? Nuclear power is stable! Strong stocks like TLN are really worth keeping an eye on. Following the strong is not only to make some quick money, but more importantly, save worry, save time, and avoid unnecessary trouble. Stable trading is never about guessing the bottom every day or chasing breaking news, but about seeing the trend clearly and then following it firmly. The index may still be sideways, but bull stocks have already started to take off secretly.

$Coinbase Global, Inc.(COIN)$ The Genius Act just passed by the U.S. Senate may quietly be the biggest tailwind for Coinbase. Why? Because among all public companies, Coinbase arguably leads the pack in stablecoin infrastructure and operations. If stablecoin legislation officially rolls out, it’ll act as a massive catalyst，bringing regulatory clarity and potentially positioning Coinbase at the heart of the crypto payment ecosystem. Right now feels like a prime window of opportunity for COIN.

$A GX HSCEICC(03416)$ has seriously impressed me! It’s been a full year of non-stop monthly dividends, every month feels like a mini payday. Total return hits 25.28%, with 20.09% from steady income and 5.19% from capital gains. For someone like me who prefers stability with a bit of growth, this combo is perfect. Holding on for sure!

$T-Rex 2X Inverse MSTR Daily Target ETF(MSTZ)$ I have been pessimistic about the $Strategy(MSTR)$ stock recently, as I think its performance is not as good as expected, so I bought MSZT. It seems that my decision was right, and I made a lot of money. I admire my vision more and more!

$Rocket Lab USA, Inc.(RKLB)$ 2025 could be the breakout year for commercial space! The heavy-lift rocket New Glenn and the medium-sized Neutron rocket are set for multiple test flights, and their reusable technology will significantly reduce launch costs and improve efficiency—making space transportation as frequent as air travel. This will open up huge growth opportunities for companies in space infrastructure, satellite manufacturing, and more. As space transportation becomes more frequent, the entire industry chain will thrive, and the future looks bright!

$Adobe(ADBE)$ is positioning itself as the undisputed leader in digital creation and content generation with its generative AI tools like Firefly. As AI technology continues to evolve, Adobe is expanding its market share in the creative industry, making it a powerhouse for innovation. I’m confident this will drive consistent growth and long-term value, which is why I’ve held onto this stock. Seeing impressive gains already—excited for what’s to come!

$Taiwan Semiconductor Manufacturing(TSM)$ 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.