$Taiwan Semiconductor Manufacturing(TSM)$ Just started a position in TSM at $156.50. Only half a position at this point but willing to double up if the stock drops another 10%. Semiconductors are undeniably the most important sector of the economy for the next few years. I have no idea who the winners will be. Right now the market believes it’s Nvidia, but AMD and Broadcom were behind but are quickly catching up. Amazon, Google and Apple are all designing their own custom chips. Regardless of who wins EVERYONE is going to get their chips manufactured by TSM. It trades at a 19x FPE and the company is growing earnings at 40% YoY and sales at 25% YoY.

$Taiwan Semiconductor Manufacturing(TSM)$ So much BS out there about TSM. Flak. Target. Enough said. China risk is overblown. Bogus legal issues. It never ends. We're talking about companies reporting great earnings and getting slaughtered for weeks. If AI was a 'bubble' why are there such impressive financials to accompany the 'hype'. There is a club and they don't want retail in it.

$NIO Inc.(NIO)$ NIO has already kickstarted the 2nd shift operation of Onvo L60 production preparation to begin producing near the end of this month or early next month. It will also compete the 3rd factory by next year in anticipation of growth of sales. This indicates that the pre-order volume is certainly high enough to expand the capacity.

$NIO Inc.(NIO)$ After Nio unveiled its Onvo L60 model in May, production vehicles rolled onto the assembly floor at a company plant earlier this month, and deliveries will begin shortly. It's a big step for Nio, which hopes the L60 will attack Tesla's Model Y market share in China. The latter starts at around $34,000, while Nio's L60 will check in about $4,000 cheaper in China. It's also possible that with battery leasing, as Nio does with its other models, the L60 could be even more affordable.

$GameStop(GME)$ A company is only as strong as its finance and accounting team, history has shown us that even the biggest corporations, like Enron and Lehman Brothers, have collapsed due to poor financial management. In contrast, GameStop’s financial team is exceptional, with a firm grip on the company’s financial health. This is why GameStop continues to thrive, while others like Game Mania in Belgium falter, not due to a lack of interest in gaming, but because of poor financial oversight. GameStop’s financial leadership knows exactly what they’re doing, ensuring the company's long-term success.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC has 2 fabs in the PRC already. Plenty of Taiwanese engineers in Shenzhen as well. Approximately 100,000 or more.The issue is SMIC and other domestic competitions are taking away TSMC low end business of legacy chips. Which reduces their R&D budget.Also PRC is actively derisking their chip industry to be US independent. So less orders for TSMC since the PRC is the biggest market for chips.Not to mention delays in the US TSMC chip fab construction.

$Micron Technology(MU)$ Playing the longer memory cycle interval. Really hard to believe in this longer than normal cycle, we've already topped. But if we have, no problem holding it long to sell in the next cycle. GLTA, longs shorts and day traders.ref. MU stock price since the beginning of time.

$Micron Technology(MU)$ Logically, MU.. far more fair valuation for a value investor.. Price / Book is around 2.4 vs 50 for NVDA Forward PE around 11 vs 42 for NVDA... however, NVDA is the flavor of the month and there's no requirement for the stock market to be logical. NVDA is also profitable now whereas MU isn't so a play on MU is a play on the turnaround and the lofty predictions of analysts. I still take MU when we're reporting $3/share earnings per quarter towards the end of 2025 it should move towards the $300 - $400 range.

$GameStop(GME)$ market makers predictably left a small gap from the spring trying to make you concerned about the rally imo. I think with the buy side imbalance and everything something really special is about to happen. Good luck to us all and god bless.

$Marathon Digital Holdings Inc(MARA)$ The miners are a difficult read.The price action has been positive for a few companies more so than then the top public BTC hodler. This hasn't always been the case. Some recent articles about AI companies perhaps being interested in acquiring miners have surfaced. Is this the start of a trend reversal for some miners? Of course, BTC hit $61.1k and now pulling back somewhat which is affecting MARA. It's anyone's guess where this ends for the day.

$PDD Holdings Inc(PDD)$ PDD was selling massive volumes of consumer goods but making no money on it......the growth sent the stock to $ 150's but it was doomed to failure from the start.Now they are raising prices and volumes will come down.The other China stocks never did this.

$Marathon Digital Holdings Inc(MARA)$ My opinion: I'm keeping an eye on MARA stock because recent BTC trend may cause the stock to visit the red fib area once again. If the stock jumps to the green fib area and holds then that will finally invalidate the red. Current price gap is a waiting zone.

$Tesla Motors(TSLA)$ I just loaded up on long term $150 puts. The problem with Tesla is the CEO lost interest and bought Twitter, which he has ruined. His twitter investors are getting fed up and want paid. He's annoyed many senior Tesla employees who are leaving in droves. Lastly, he's very liberal with the truth and has cried wolf too many times. That's all you need to short this. Hindenburg is sniffing around...not good.

$Marathon Digital Holdings Inc(MARA)$ MARA looks undervalued considering the growth outlook. For Q2 2024, the company reported stellar revenue growth of 78% on a year-on-year basis to $145.1 million. This growth was backed by aggressive capacity expansion by MARA. As of Q2, Marathon reported energized hash rate of 31.5EH/s. On a year-on-year basis, hash rate increased by 78%. Further, Marathon expects to end the year with a capacity of 50EH/s. Therefore, there is visibility for sustained upside in revenue and cash flows. To top it all off, Marathon reported a liquidity buffer of $1.4 billion as of Q2 2024. This provides flexibility for aggressive investments next year. Keeping bullish on this one.

$Micron Technology(MU)$ Micron Technology (MU) has consistently proven itself to be a strong performer in every quarterly earnings report, making it a solid investment choice. The idea of selling MU stock seems illogical unless those selling are simply giving away their money to the market, perhaps out of exhaustion or frustration. For those with a clear view of MU's potential, the strategy should be to buy more, capitalizing on the company's consistent success. The notion of selling at this point is laughable, especially when MU continues to deliver strong results quarter after quarter.

$Amazon.com(AMZN)$ Amazon (AMZN) is showing signs of recovery after its recent dip due to a disappointing earnings report. The stock is making a strong attempt to fill the gap created by the post-earnings drop. With momentum building, the next significant level of resistance is around $190. I'm bullish on Amazon at this point, as it appears to be regaining strength and could continue its upward trajectory if it breaks through that resistance.

$Coinbase Global, Inc.(COIN)$ I recently bought shares of Coinbase (COIN) and MicroStrategy (MSTR) and sold covered calls to generate some income. However, I was caught off guard by the significant run-up in MicroStrategy's stock price. With the bull market approaching, I'll be more cautious to avoid having my shares called away too soon. Going forward, I'll carefully consider my strike prices and expiration dates to ensure I don't miss out on potential upside gains while still capturing some premium. It's all about finding that balance between risk and reward, especially in a market that’s showing strong momentum.

$Intel(INTC)$ $Advanced Micro Devices(AMD)$ INTEL operating cash flow (almost 12B) still 5x of AMD operating cash flow, YTD..Intel 5 nodes in four years process is near its end. Intel does not have to spend so much money making these changes.Intel will have first 3nm x86 and GPU ahead of AMD.Intel will reduce capital spending to 20B (reduction of 5B) and save another 5B on lay-offs.Next year will be great...

$Micron Technology(MU)$ People generally associates better more advanced processing with higher density and higher speed. But generally it is also associated with lower power. With so many layers all stacked one on top of the other, if the underlying power consumption is too high either from the innate process or circuit design or both, less advanced processing just won't work.And MU leads in processing ! This WILL translate into higher margins down the road and hopefully a higher valuation basis compared with eithe rHynix and Samsung?

$Apple(AAPL)$ All in Call options! Everyone at work is talking about how Apple is going higher!! I'm so excited at the idea of AAPL going up and up!! I think Wall Street is using Warren Buffett non-sense to keep retail out of the stock because they want all the shares for themselves! Well, I just scooped up 1000k shares with my 401k account! 500 EOY!!