$Sea Ltd(SE)$ During the last earnings call, the crucial information highlighted was an increase in the GMV (Gross Merchandise Value) guidance and the projection that Shopee will achieve profitability by Q3. Additionally, the company will concentrate on monetizing its digital advertising business. Part of my investment thesis is that Shopee will generate substantial profits once it fully develops its digital ads segment, as evidenced by the significant success and profitability of similar businesses like Amazon $Amazon.com(AMZN)$ . The company is now prioritizing this area, and the positive impacts are expected to materialize within quarters rather than years. Consequently, I antic

$Apple(AAPL)$ If boring Apple iPhone sales are flat at 229-230M, and an average price slight increase of $890 vs 2023’s $872, Apple iPhones would pull in “only” $203.8M to $205M, almost a new record. Meanwhile innovations like Foldables can’t even manage to sell 18M annually after 6 years of trying. They do make money for Android makers, they better to offset all those cheap <$150 and <$300 smartphones that make up 85% of their sales.

$Alibaba(BABA)$ I'm reducing my position—there are just too many negative factors at the moment. On top of that, Alibaba is starting to compete in the low-end market, which doesn't inspire much confidence. They’re making a lot of noise with their marketing, but the stock has been performing poorly for a while now. Despite all the hype, the actual numbers just aren't holding up.

$Coinbase Global, Inc.(COIN)$ how else are they going to better "harvest" retail investors? Honestly, buying COIN would make more sense—at least it has a proven profit model. Especially in this high-interest rate environment, CLSK $CleanSpark, Inc.(CLSK)$ is much riskier.

$Palantir Technologies Inc.(PLTR)$ Macroeconomics can be frustrating, and I think we might be heading toward a minor recession. I currently own 500 shares and have no plans to sell, but there are days when I hope for a dip back to $25, so I can really load up on more.

$Palantir Technologies Inc.(PLTR)$ I can’t stop thinking about the 10x Karp mentioned. They have the numbers, I’m sure they compile them at least weekly to know where they’re going. Don’t be surprised if it’s a blowout earnings. Karp likes to be veiled, he’s giving the naysayers a chance. But then, I could be wrong.

$Amazon.com(AMZN)$ Added a little to my already large holding. AMZN is a no brainer. Everybody I know uses amazon. Their boxes are everywhere. Eventually they will pay a dividend. Kinda expensive; but a good hold. AMZN is in many sectors, commerce, advertising, the stick. Buy if multiple goes below 31.

$Apple(AAPL)$ All analysts have their own agendas and are entitled to express their opinions as they see fit. There has already been criticism directed at those trying to draw conclusions from just three days of pre-order data, which is a shortsighted approach. Some analysts are suggesting that iPhone sales this year are weaker compared to last year, and perhaps they have a point. If some investors are worried about this, that is their prerogative. Personally, I am not easily swayed by such short-term fluctuations and am prepared to wait a longer period to evaluate how iPhone sales numbers will unfold in the coming months. It is far too early to start panicking.

$Alibaba(BABA)$ I am heavily invested in many Chinese companies, Alibaba is one of the best, but I also have JD $JD.com(JD)$ and Baidu $Baidu(BIDU)$ and Xiaomi among large investments. I like to put it this way, stock market is a measure of respect that general investing public gives to a company , and international investors to a large extent because they are brainwashed by US media give very low respect to China. However, we are already watching Chinese brands winning the world and winning the competition with US, take solar cells, automotive, consumer goods, now wireless right in front of our eyes, and that is why Buffet is selling out

$Apple(AAPL)$ Apple focuses on a single model of phone, while almost every other phone manufacturer uses a strategy of flooding the market with various models. Which strategy do you think is better? If Apple continues to struggle with innovation, might they start offering cheaper phones to boost their profit margins? Do you think Apple will ever invest in creating phones priced around 1,000, 2,000, or even 3,000 yuan?

$Advanced Micro Devices(AMD)$ I was thinkin the same with one differance. NVDA $NVIDIA Corp(NVDA)$ has so many shares available 24+ billion, and AMD is STILL rock bottom price with only 1.6 billion. The buyers want AMD shares really bad but don't want to pay retail.

$NVIDIA Corp(NVDA)$ We've never witnessed an industry revolution where only one company leads the way, especially when it operates in such a fundamental sector while reaping substantial profits. This defies normal patterns: exorbitant infrastructure costs usually hinder commercial prosperity. Only when a major player falters can a thriving ecosystem emerge. Therefore, NVIDIA's challenges are not only confined to the commercial sphere but may also involve unseen shifts in regulatory or structural forces.

$Intel(INTC)$ Intel began to fall behind TSMC $Taiwan Semiconductor Manufacturing(TSM)$ because it would not give up the vertical integration of both designing and manufacturing computer chips. The clincher was TSMC embracing extreme ultraviolet lithography (EUV) systems from supplier ASML $ASML Holding NV(ASML)$ , which have been the key technology for recent advancements in semiconductors.

$Alphabet(GOOG)$ Nobody cares that 60% of AI start-ups use GCP. Most will fail and they don't have much money to spend. As an investor, I want to know which large mega-cap companies will use GCP's AI features and specifically what applications they will use. I am not able to visualize or guess where revenues will come from. AWS, $Amazon.com(AMZN)$ AZURE, $Azure Health(AZT.AU)$ and GCP stock prices will be slaughtered if they can't give practical details about where AI revenues will come from and when.

$Tesla Motors(TSLA)$ Elon Musk and many experts have mentioned that the quantity of data is no longer the core issue; rather, it’s about having enough special cases. Therefore, Tesla’s current large-scale user data is useful but not crucial. Sampling directly in responsible areas might be more effective. This logic reduces the disadvantage for later entrants. So, if a pure vision approach is the ultimate answer and hardware and algorithms are quickly sufficient, Tesla, with its current all-out effort, will likely achieve this the fastest and lead by a significant margin.

$Palantir Technologies Inc.(PLTR)$ Obviously funds are loading see the volume since Friday. Druckenmiller buying is huge ,also Tom Lee's fund. Honestly not sure what the shorts are seeing here. Why not short DKS overpriced and cooking the books ? Good Luck !

$Trump Media & Technology(DJT)$ To all the critics out there, please take a moment to compare the state of the country during Trump's presidency with the current situation under Joe Biden and Kamala Harris. It’s noteworthy that during Trump's time in office, the economy was robust compared to the current state, where we are facing significant economic challenges and high inflation. Despite this, it seems there is a tendency to support Kamala Harris. If she were to win the election through questionable means, it could signify a dramatic shift in the America we know today. It’s worth noting the remarkable resilience of Trump, who survived an assassination attempt, and many believe that with divine intervention, he has the potential to succeed in

$Apple(AAPL)$ AAPL is currently experiencing a state of market panic, almost as if it's situated in a place called Panic City. It's positioned at the intersection of Low Volume Street and Distribution Avenue, within the shadowy realm of Low Tech Valley. This place feels eerily close to Area 51 in Nevada, with all the metaphorical timepieces seemingly frozen at the year 2007.

$Advanced Micro Devices(AMD)$ It's clear to everyone that AMD is on track to reach the $120 range by next week. Anyone who believes otherwise is just fooling themselves. Six months ago, AMD was trading at $227, and since then, it has steadily declined to $200, then $180, $160, and now $140. The next logical step will be $120, either by next week or shortly after. The downward trend is evident, and it's only a matter of time before the stock hits that level.

$Alibaba(BABA)$ Other than cloud, Ciainao logistics is definitely a growth driver for Alibaba. Logistics sector is recovering in China across the board, just look at ZTO $ZTO Express Inc.(ZTO)$ and JD logistics. JD $JD.com(JD)$ logistics results were absolutely spectacular, and again it was achieved by measures to improve profitability by exiting lines of business with little or no profitability.