$Sirius XM(SIRI)$ In the in-car environment, Sirius and streaming platforms like $Spotify Technology S.A.(SPOT)$ may appear similar, but they serve entirely different user needs. For long-haul drivers or those who spend extended hours behind the wheel, traditional-style radio remains the preferred choice. Streaming services often suffer from recommendation fatigue，once you've heard enough playlists, the novelty wears off. Sirius, on the other hand, offers live hosts, curated channels, and a dynamic listening experience that keeps things fresh. This differentiation significantly reduces the risk of Sirius being replaced by streaming in the car and reinforces its moat in the automotive audio space.

$SoFi Technologies Inc.(SOFI)$ 's fintech positioning perfect timing! Digital banking penetration accelerating, cross-border ecosystem forming. Valuation repair plus growth double play - firmly holding this dark horse!

$Walt Disney(DIS)$ acquiring ESPN and the rest of HULU as well as streamlining Disney+ and focusing on quality over quantity will send us back over $200 this year. Based on last quarter, going from 1.5b to 0.5b in losses from streaming, I expect a major beat on EPS in February sends us to $120+

$YUNJI(02670)$ ’s private-domain e-commerce rebound was a pleasant surprise—booked a small profit! Used my Cash Boost first trade to catch the Contra 688 promo, SGD688 voucher arrived smoothly. Community retail thesis still holds—I’m holding firm.

$MicroStrategy(MSTR)$ It’s starting to rise again, with the resistance level around $400. For the next phase, we still need to keep an eye on MSTR and $Coinbase Global, Inc.(COIN)$ , as they will likely lead the way in the crypto stock sector. While mining stocks do offer some potential, they can be quite volatile and exhausting to trade.

$Intel(INTC)$ is taking off, and the profits are real!With Trump's return, the new wave of tech-nationalist policies and government subsidies are boosting Intel's resurgence!Decades of accumulation and solid Book Value, Intel is not just a PPT dream, but a tangible powerhouse for the future. This is more than history; it’s a strong foundation for the future.

$Apple(AAPL)$ Apple more growth is certainly possible but it's not fast enough for greedy investors looking for double-digit growth every year. People keep saying Apple is dying just because growth has slowed. I would be satisfied if Apple only had single-digit growth for the next few years. Most investors would be quite unhappy hearing something like that. I'm just not that greedy as a senior investor.

$Palantir Technologies Inc.(PLTR)$ Heard people say government contracts dwindling- plz dont make me laugh- dont forget folks there r only 3 companys with level 6 clearance for the US government amazon- to deliver packages, miocrosoft- to deliver computer hardware and palantir to deliver software-the only reason tht the last military contract was 115m for a year was tht pltr was so efficient with the work tht they had done at the beginning of the contract tht pltr saved the US gov 4b $ and knocked a year off the time frame to produce the desired outcome- they r only there now to maintain the work tht they have already performed. research it - its all there.

$SoFi Technologies Inc.(SOFI)$ I’ve been watching SOFI and investing in and out of it for about 10 months now. I got in around the 4s and preached that it would double. I got out in the 6s made a few bucks and started investing in other stocks. I then ended up buying when it was in the 10 range and over the next 6 months I averaged down to 8.28 and held a large bag for months and months. Ended up selling 8 out of 12k shares on the 28th for a healthy profit. Held on to the rest and watched it come down and down. I’ve since added to a total of 7250 shares at 8.24 and have 490 1/26 calls at 8.50 for an average cost of .33. Those are currently at .27. I am currently down on the the new trade although not as much as I was this morning but I sure as hec

$小米集团-W(01810)$ Xiaomi has unveiled its first EV, the SU7, with the ambition to become a top five automaker in the next 10-15 years. Xiaomi plans to invest $10 billion in the auto sector highlights autonomous driving capabilities as a key feature. Now this thing is really expanding... im curious with its commercial empire going bigger what's the future price gonna look like.

$Singtel(Z74.SI)$ 's digital infrastructure paying off! 5G adoption plus SEA data center expansion equals telco transformation. Dividend growth story intact - perfect for passive income!

$Boeing(BA)$ It is kind of risky going heavy on Boeing here.The market is extremely overbought. Nasdaq just made a new ATH and could have a pullback next week.With the market getting a pullback, BA will surely have one too. That's just how the stock market works.If you are getting calls, get them with enough time (at least 20 days out).

$Walt Disney(DIS)$ Another debacle for Dismal Disney: The computers at Disneyland went down. So everyone with Genie+ and Lightning Lane got skrewed. 2.5 hour wait in line to straighten out at customer services. Still a mess because no way they could retrieve the information because computers never came back up. So if you paid a premium and had reservations for rides at 10AM, 2PM and 5PM, you were out of luck. Wow!This could never happen at Universal because they dont have this bizarrely complicated reservation system there. If you get fastpass with Universal, they give out a card that allows you to skip the line. If computers went down, you'd still have the card as proof you have fastpass and be fine for the day.The cash

$Marathon Digital Holdings Inc(MARA)$ The SECRET to making money (LOTS of money) , in MARA stock, (and this works for not longs and shorts) is to only look at the WEEKLY chart. To do otherwise is to become your own worst enemy where the “NOISE” kills you. PS. You don’t need anything fancy for analysis either. The standard canned indicators work just fine!

$SoFi Technologies Inc.(SOFI)$ So mkt looks to open sharply down; could this be the start of the pullback I expected sometime in January or is this another flash crash? Every drop might be a buying opportunity... that’s my opinion. So what ya think?

$NVIDIA(NVDA)$ riding the AI compute wave! Blackwell ramp + data center strength proving GPU dominance. This moat keeps deepening.

$ZTE(00763)$ held up pretty well today! The stock inched up to HKD 23.550, slightly above my entry price of HKD 22.562, giving me a modest unrealized gain of HKD 4,940.46. Not a huge win, but hey—seeing that green in the account always feels good! As a key player in the 5G rollout, I still believe ZTE has solid potential ahead. I’m holding on for now, keeping a close watch—who knows, maybe a big move is just around the corner!

$Bilibili Inc.(BILI)$ is picking up steam in ads，Q1 ad revenue up 20% YoY, with performance ads growing 30–40% and eCPM up 10%+. Monthly active users and watch time hit record highs. With traffic strong and monetization still deepening, BILI's ad story looks promising.

$United States Oil Fund LP(USO)$ Even with the U.S. achieving energy independence, USO still reflects a broader demand story. Crude oil remains a key barometer for both U.S. and global economic activity. Recently, after the tariff event, oil and Treasury prices have been moving in sync again，this shift is telling. I believe oil is showing the right direction. Staying bullish on USO.

$FI2 CSOP HSI(07500)$ Continue to increase your position and hold firmly! I made a small profit today, which further strengthened my judgment and choice. I look forward to a bigger surprise tomorrow!