$Navitas Semiconductor Corp(NVTS)$ Patience pays off! Saw NVTS's potential since it started moving last October. With solid drivers in AI data centers and auto chips, the fundamentals are strong. Held tight without fear, and scoring the Contra688 bonus was the cherry on top - bullish for the next leg up!

$Tiger Brokers(TIGR)$ is seeing a pickup in trading activity, with its volume ratio even surpassing Futu's recently. It seems market liquidity is flowing back, boosting trading vibrancy—a positive signal worth watching!

$Direxion Daily S&P Biotech Bull 3x Shares(LABU)$ U.S. Healthcare stocks are on a nice run! Biotech, CRO, and innovative drugs are likely to keep rallying tomorrow. This trend isn't over yet—staying bullish on what's ahead.

$PING AN(02318)$ 's turnaround confirmed! Life insurance reforms + integrated finance edge shining through. The market finally recognizes this financial leader's worth.

$NTES-S(09999)$ traded steadily today, with the stock ticking up to HKD 207.600—just a bit above my entry price of HKD 204.311—bringing in an unrealized gain of HKD 1,644.67. It’s not a big win, but it’s nice to see the portfolio in the green. As one of China’s leading tech companies, NetEase’s steady innovation in gaming and cloud services gives me confidence in its long-term potential. I’ll hold on for now and see how things develop.

$CARSGEN-B(02171)$ After reading Insight, I truly believe CARsgen is one of those rare “change-the-world” companies. The founder is credible and mission-driven，10+ years in CAR-T, leading globally in solid tumors. Not a Buffett-style cash cow, but from either an investor or speculator view, it’s a standout gem.

$e.l.f. Beauty Inc.(ELF)$ is accelerating its global expansion，now entering Kruidvat and Trekpleister drugstores in the Netherlands and Belgium. With operations in 15+ countries and global delivery via eShopWorld, the brand’s non-U.S. net sales grew 66% YoY in FY25 Q3, now making up 20% of total sales. Huge whitespace remains，international growth is just getting started.

$Direxion Daily Real Estate Bull 3X Shares(DRN)$ I made another small profit. I admire my own vision. I'll add chicken legs tonight.

$GraniteShares 2x Long COIN Daily ETF(CONL)$ Continue to add to your position, add another one at this position, and look forward to a small explosion!

$Bilibili Inc.(BILI)$ 's recent strategy shift shows a lot of potential, expanding internationally like Xiaohongshu, which is such a promising direction! Keep it up, and I’m looking forward to some great news in tomorrow's earnings report. As a long-term holder, today’s gains make me even more confident. Whether it’s in China or abroad, Bilibili has huge opportunities ahead. What’s everyone’s expectations for the earnings report? Hope it brings even more positive news!

$XIAOMI-W(01810)$ ’s overseas expansion is progressing smoothly, and as long as there are no black swan events and the brand stays strong, the 300K target isn’t far-fetched. In the short term, the stock will likely make a push, but how much you can buy depends on how much capital you have. I feel like Xiaomi has almost reached its peak, so I’m planning to exit first.

$Marathon Digital Holdings Inc(MARA)$ The next Fed meeting is on Sept 18th. They have been raising interest rates since March of 2022, which has reduced inflation as was the goal, but now the rest of the economy has gotten very weak in the knees.My feelings are that if the Fed drops interest rates by at least .5% we will see Bitcoin take off and we will finally see a $100,000 Bitcoin. We won't have to wait long to find out if that notion is true.Only 10 days, folks.

$SUPER MICRO COMPUTER INC(SMCI)$ Super micro is best in its class.Its competitor’s Dell and HPE are growing at a much lower rate. Their P/E ratios are similarly low. But Supermicro has significantly lower debt than the other 2. There is one obvious winner here and direct liquid cooling is going to improve Smci’s stats even more.

$Lululemon Athletica(LULU)$ LULU gapped down under the 200 day March 22, it's been in a downtrend ever since. Unable to close 1 single day over the 50SMA (red line) LULU specialty retailers are tough. Quality of the product has gone down hill over the years too.

$SUPER MICRO COMPUTER INC(SMCI)$ Ai can be your friend, or not. Or you can short ai by shorting smci and hope ai is like 3d printing and not really be ready to take off, yet. But it has already launched. And smci is desperately needed, and companies like them, to fulfil the incredible demand for the start of this ai infrastructure. Get ready. Its not going to stop. Its getting bigger and some shorts, for some inexplicable reason, don't seem to understand that. Or did they just want to pick up some short shares? Maybe. Who knows? It is hard to believe they are missing what is going on and the bus they just jumped in front of.smci: $437.70 close

$Alphabet(GOOG)$ GOOG still long, YELP suing them, big deal. Go ahead and break up Google. Spin off YouTube, Android, Google Cloud, ect...It will just unlock way more value for shareholders. I don't mind. Regardless, long. I might add in the next few weeks or next market dip.

$Micron Technology(MU)$ This is going down to $80. Will there be times of short reversals, yes. The downtrend is still in tack until further notice. I hate to be that guy. I will be a buyer, until then I wish I’m wrong but I watched analyst. The $86 to $109 move was simply a SnapBack smiley face from the previous $109 in early august. GLTA

$Palantir Technologies Inc.(PLTR)$ If you are to consider eventually building an investment position in PLTR, my suggestion would be to start accumulating in small bites each time you see a dip in the trading level if you are closely following the stock price from week to week.I started building my position with long call options trades I subsequently exercised that began at the $12 price. Then did more of the same throughout the lower and higher teens levels from there, as the stock price continued to advance over time. I’m up over 100% in my cash account, and approaching the same in my IRA account.Maybe I should consider writing a bullish SA analysis on PLTR and post it?

$Microsoft(MSFT)$ End-of-day imbalances can be nerve-wracking, especially when option flows are signaling mixed signals. While I'm bullish overall, the uncertainty around options expiration, particularly on a Friday, adds to the tension.I did run some calculations on the fair PE for 2024, and based on those, we're already nearing the 2025 price level if the growth rate is 10%. However, analysts are predicting a 15% growth rate, which could justify higher valuations.Hmm and Friday ewww and options Friday too

$CrowdStrike Holdings, Inc.(CRWD)$ 'The tech giant also said it is "rapidly becoming apparent" that Delta ignored or refused offers for assistance because the crew scheduling program that was the most affected didn't rely on Microsoft's Windows or Azure, but was instead serviced by other providers like IBM (IBM).'If the system that had the most problems did not use Windows, then CrowdStrike has no responsibility there. Their software error was only on Windows. This would also explain why Delta did not accept help from CrowdStrike either.So that $500 million lawsuit threat is nothing but a maneuver to distract Delta shareholders.