$Advanced Micro Devices(AMD)$ Patience pays off! With $Alphabet(GOOG)$ $Alphabet(GOOGL)$ running Gemini 3 on AMD MI300x, AMD's cost and power efficiency is becoming a trump card as AI hits infrastructure limits. Well positioned! Plus, the contra688 boost was a sweet deal for newbies - bullisih on the future!

$Taiwan Semiconductor Manufacturing(TSM)$ From precision screws to cutting-edge chips, the island's manufacturing is world-class. It's now a strategic ace in the hole. Want to keep the AI dream alive? You can't bypass TSMC's advanced processes. Game-changing advantage!

$Opendoor Technologies Inc(OPEN)$ broke and held above $5! While the market tanked yesterday, it topped my watchlist with strong gains. Outlook remains bullish — holding for more.

$Palantir Technologies Inc.(PLTR)$ Renowned tech analyst Daniel Ives reaffirmed his bullish stance on Palantir, naming it a "top tech pick" for H2 2025. He highlighted Palantir's AIP leadership in the early-stage AI revolution, signaling strong growth ahead!

$HENGRUI PHARMA(01276)$ showed modest gains today. The current price of HK$58.400 is slightly above my cost basis of HK$57.438, resulting in an unrealized profit of HK$1,924.70. As a leading domestic innovative pharmaceutical company, its long-term growth potential remains promising despite short-term market fluctuations.

$Talen(TLN)$ is doubling down with $Amazon.com(AMZN)$ AWS on nuclear power, eyeing a small modular reactor in PA to serve data centers. With state-level support and a replicable model, this deal boosts visibility. FCF per share expected to rise from $14.15 to $15.7 in 2026, and grow at 20% CAGR through 2032，classic case of numerator expansion + denominator shrinkage. Fundamentals are catching up with valuation.

$T-Rex 2X Inverse MSTR Daily Target ETF(MSTZ)$ BTC barely moved, but this thing pumped like crazy?! I’m honestly confused lol. Not to sound too “humblebrag,” but I made money out of nowhere... like it just landed in my lap. No complaints though，cash is cash. I’m happy and mildly annoyed at the same time

$Trade Desk Inc.(TTD)$ feels seriously undervalued right now. It’s still way below its all-time high, but people forget how strong it was during the 2022 ad slowdown，while others were struggling, TTD kept growing! With this kind of resilience, I couldn’t resist jumping in. This one’s got real bounce-back potential!

$SUPER MICRO COMPUTER INC(SMCI)$ is on the rise! Benefiting from the increasing shipments of $NVIDIA(NVDA)$ ’s Blackwell chips, its stock price is expected to have around 15% upside potential. With SEC-related uncertainties behind it and surging demand for Blackwell servers—far exceeding the previous generation—higher average selling prices are also fueling revenue growth. This investment has delivered solid gains, and the AI server market remains red hot. Staying bullish on Supermicro’s long-term growth!

$Zai Lab Ltd(ZLAB)$ I've been following this company for almost a year now, buying and selling gradually. Keep going, staying strong, and hoping it can return to its peak moment.

$WEIMOB INC(02013)$ Over the past 9 trading days, domestic investors have bought HKD 2.442 billion, accounting for nearly 27% of the total share capital, becoming the main driver behind this surge. The management pocketed HKD 300 million, with the rest of the sales coming from foreign investors. Currently, there are no signs of domestic investors selling, and this price manipulation feels more like A-share speculation. With fewer retail investors in the Hong Kong market, such speculation is rare, so it remains to be seen whether HKD 2.7 billion will be able to exit without losses.

$JD.com(JD)$ $JD.com(JD)$ has a lot of money to do share buybacks. Still thinking that it wil!pop huge before year-end. Let's see. Mountain of cash looking to getback in to China concept stocks and equities in general..Looking to buy on dips.lf $iShares Silver Trust(SLV)$ goes under $22, looking to go long. Alsolooking to add to $CSI China Internet ETF(KWEB)$ or $JD.com(JD)$ on any significant dips.

$Boeing(BA)$ $Boeing(BA)$ The other day I equated the cowl issue that SW had on Sunday with someone not closing the hood of their car and then complaining that it was the manufacturers fault that it blew off.. Turns out that somebody opened that cowling the night before and didn't latch it properly.... Well, as Gomer Pyle used to say... "Surprise!!! Surprise!!!" WASHINGTON (Reuters) - The chair of the National Transportation Safety Board (NTSB) said the loss of an engine cover on a Southwest Airlines Boeing 737-800 on Sunday that fell off during takeoff in Denver and struck the wing flap was the result of a maintenance issue. NTSB Chair Jennifer Homendy told reporters after a Senate

$Amazon.com(AMZN)$ Like it or not its CPI report will strongly influence the market. A lower CPI will prompt the Fed to lower interest rates which will prompt a surge in the market, a higher CPI will at least for the short term negate market upside mobility. I’m long on AMZN so long term AMZN will do well but short term it may be a bit nerve racking, get ready and don’t panic. This too shall pass.

$XPeng Inc.(XPEV)$ Man, I'm starting to lose faith in XPEV's performance. These registration numbers are just dismal, and it's hard to see any light at the end of the tunnel. With such weak figures, it's no wonder investors are feeling jittery. If this trend continues, we might be in for a rough ride ahead. Brace yourselves for a potential dip below $6 in the near future.

$TENCENT(00700)$ Tencent stands as a titan in the tech realm, boasting a diverse ecosystem of products and services that captivate millions globally. From gaming to cloud computing, Tencent's innovative prowess knows no bounds. With a robust balance sheet and strategic investments, the company is poised for continued growth. Anticipating further expansion into emerging markets and the evolution of their digital empire, I remain optimistic about Tencent's long-term prospects.

$XTI Aerospace, Inc.(XTIA)$ $XTI Aerospace, Inc.(XTIA)$ NEWBIES: XTIA is now confirmed to have a float of 483K shares, with 1.93m overall. XTI 's evaluation was professionally set at $245 mill -$340 mill, +the $20m INPX eval, brings this to an incredible max PT of $137-$191/share value. Currently under $5...I mean, I'm BUYING TODAY...HUGE....So is everyone in the company. ❗❗❗❗🔥🔥🔥🔥😘😘

$Micron Technology(MU)$ Advanced Micro Devices, Inc. is often overlooked and not given enough credit for being great AI investment play. MD's MI300 chips are not cutting-edge compared to Nvidia's H100s, yet have a chance to gain market among small enterprises and governments.At a first glance, AMD trading at a blended P/E of 62.5x might seem expensive, but the expected growth should well justify the valuation. While many risks remain, if AMD's data center execution is flawless, the company may potentially reward shareholders with up to 33% annual returns.

$Micron Technology(MU)$ Wow, Micron, the company that can't decide if it's a memory chip maker or a magician pulling disappearing acts with its stock price! With all this talk of supply-demand balance, I'm starting to wonder if they're just balancing on a tightrope, hoping not to fall into a pit of lost profits. Maybe their memory is as volatile as their stock price! 🎩💥📉

$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ Why do people always think when a stock tanks it's due to the shorts? What you all witnessed today was a massive dump of shares from Institutional investors. There are still plenty of shares available and actually the borrow fee is still pretty cheap considering the amount of shares traded today. The Tutes and Hedgies followed the charts of NVDA and SMCI today and it affected the whole AI sector. MM is getting out before the onslaught starts. Both of those two stocks basically stalled and are setting up for a major reversal. For about the last eighteen months NVDA set the algos off for the whole market. They a