$Quantumscape Corp.(QS)$ Who is JB Straubel? He is one of the fathers of $Tesla Motors(TSLA)$ 's battery. He is now on the board of QS. If Volkswagen makes achievements in solid-state batteries first, Tesla will definitely not sit idly by. JB has status in both parties, and he may have helped to make connections. The cooperation between Tesla and QS may be quietly advancing.

$Palantir Technologies Inc.(PLTR)$ jumps on $Voyager Technologies, Inc.(VOYG)$ ’s IPO buzz. They invested early in that small aerospace company. With the right connections, especially leaning on Trump, they’ve secured plenty of military contracts.

$Upstart Holdings, Inc.(UPST)$ finally starting to fall to a more realistic price. I think it still has another $10-$15 to go. Economy is going to be very slowThis year and interest rates are still going to be historically very high, but sure go ahead and “buy the dip.”

$Lithium Americas Corp.(LAC)$ proves patience pays off in lithium! Thacker Pass development progressing steadily, US domestic lithium resources showing strategic value. Holding long-term~ Seriously regret missing Contra688 - those vouchers would've been perfect for building position. Next promo I'm not missing!

$Coinbase Global, Inc.(COIN)$ COIN just leveled up! Its B2B arm launched Global Payments and Pay Links, enabling businesses to send/receive USDC with instant settlement and low fees. A solid move as crypto goes mainstream - bullish on its growing moat!

$Robinhood(HOOD)$ In U.S. stocks, app firms like Robinhood grow fast post hardware upgrades—30%-50% growth, now 17x forward P/S, showing strong potential.

$Marathon Digital Holdings Inc(MARA)$ Too early to celebrate. CPI report is due 8:30am tomorrow. If inflation is not cool down then market will be sold off no matter how high btc jumps. I’m holding Mara Bitf but I would not celebrate till market opens.

$SoFi Technologies Inc.(SOFI)$ is seriously undervalued at this level! Its fundamentals are solid, and the market hasn’t fully priced in its long-term potential. I’m especially bullish on its “super app” strategy，it fits perfectly with the digital banking trend. Holding SoFi feels like having a ticket to long-term growth, with steady double-digit revenue gains in the years ahead. Solid long-term play!

$SoundHound AI Inc(SOUN)$ Amid the AI boom, SoundHound, a key player in voice recognition and conversational AI, could benefit from the market’s optimism toward generative AI, such as ChatGPT. Its potential partnerships in automotive and IoT are seen as "growth options," with revenue surges likely if its technology is embedded into more smart devices. Additionally, SoundHound’s independent voice AI stack—untethered from large language models—serves as a key differentiator in the competitive landscape. As the AI ecosystem evolves, SoundHound’s value proposition is becoming increasingly compelling!

$SoFi Technologies Inc.(SOFI)$ Check me out guys. Don’t have lots of money right now. So I wanted to see what you guys think about my grand plan. Buy 500 shares of sofi out of pocket Another 500 on margin leading up to earnings. Then sell and profit a few bucks once the stock sky rockets after earnings. Yay or nay?

$XPeng Inc.(XPEV)$ Brutal price race in China BEV. The bad is the lack of profits, the good is that it is forcing them to compete for lower and lower price points and better quality. It is a pressure cooker that will create gems. Any car company not competing in China is becoming antiquated. BYD and Xpeng are the clear leaders in the whole auto industry in the future. VW bought Xpeng's OLD platform to launch new BEV products. Crazy! Short term likely more selling pressure, long term upside.

$Upstart Holdings, Inc.(UPST)$ my gut is 20-30 for a bit. im playing with a core that i wont trade and some add ons at low of range till it breaks . i think this could be a moonshot later in year and want a core piece. ive been wrong before though hahaha. 16.5 breaks and i will be all out.

$Tesla Motors(TSLA)$ Here’s the steps that will take place:Tesla will get valuated as a car company as their quarterly sales plateau and margins drop this year since 87% of Tesla revenue is from car salesInvestors will then decide how much Tesla future FSD, robots and alternative energy are worthThe stock will trade accordingly from the new basis established in step 1.Im not so positive.

$XPeng Inc.(XPEV)$ The Chinese macro data was not favorable last week, and there are too many troubles and issues surrounding the country right now (just in my opinion) to re-gain a foothold and make a meaningful, persistent upward move. The sales data from NIO LI and XPEV were very good (Q4, Dec-2023); however, the broader market was/is moving downward. Long term Bullish, but I need to find a more reasonable backdrop and valuation to scale materially here. Start to look for oversold conditions on the 1yr daily and 3yr weekly. That might be the best opportunity (just in my opinion)I'm looking forward to its future performance!

$Bit Digital, Inc.(BTBT)$ riding the bitcoin wave! Hashrate growth plus coin rebound equals minor momentum. Volatility remains wild but blockchain infrastructure looks solid!

$Direxion Daily Real Estate Bull 3X Shares(DRN)$ , the 3x leveraged real estate ETF, surged powerfully today! The price soared to $9.78 from my entry at $9.16, jumping 6.8% and delivering a sweet $803.58 profit! With Fed rate cut expectations heating up, the real estate sector is rebounding sharply—and this ETF nailed the upswing. Holding on tight as I wait for the next big leg of the property market rally!

$HUA HONG SEMI(01347)$ Sold at just the right time today, and made a nice profit! Hua Hong Semiconductor, backed by Shanghai State-owned Assets Supervision and Administration Commission, has huge potential for the future. Being the leader in mature process foundries in China, the company is poised for growth, and I wouldn't be surprised to see its stock double in the coming years. I have a strong feeling that Hua Hong will become as iconic as Moutai for the semiconductor industry in Shanghai and beyond.

$Taiwan Semiconductor Manufacturing(TSM)$ As semiconductors regain traction, the sector could present a compelling opportunity for those looking to capitalize on its growth potential and technical setup. The coming days and weeks will prove pivotal in shaping the next phase of its market performance. Thanks to TSM, thanks to CBA, for helping me seize this opportunity during the surge and make gains.

$Unity Software Inc.(U)$ Apple Vision Pro went on sale today and Unity is the main development platform for new AVP 3D apps… It’s just a matter of time before that has real meaning for Unity shareholders. So if you don’t get in the boat now you might probably laid behind.

$Apple(AAPL)$ Wall Street seems overly concerned about A.I. being worth so much in terms of value. It's as though nothing else is important enough to matter. Just toss fundamentals out the door and bet heavily on A.I.. Does that really make much sense? I guessed Apple wasn't moving because Apple hasn't announced any A.I. plans as most major companies have. I guessed right. This A.I. obsession is ridiculous. Just attach the term A.I. to anything to increase its value. That's absurd. It's like they're elevating artificial intelligence over human intelligence. I'm not anxious to see how that turns out.