$Direxion Daily TSLA Bull 2X Shares(TSLL)$ What an epic surge for Tesla $Tesla Motors(TSLA)$ this week! With FSD rolling out and Optimus exceeding expectations, this rally might just be the beginning. Holding TSLL tight - the real journey is ahead!

$Robinhood(HOOD)$ soars 16% after joining S&P 500 $S&P 500(.SPX)$ ! Passive funds will keep flowing in, boosting its already strong business. Robinhood remains the legendary king!

$ProShares UltraPro Short QQQ(SQQQ)$ This U.S. market pullback seems driven by fundamentals and valuation reset. SQQQ may benefit from weakening sentiment and holds short-term rebound potential.

$Strategy(MSTR)$ timing on point! The flagship Bitcoin play shines as institutional adoption and ETF approvals unfold. Despite the wild swings, digital gold's thesis grows stronger. Core position locked and loaded!

$Advanced Micro Devices(AMD)$ Last night’s product launch got solid feedback, stock popped right away, Rumors are swirling about a potential $Amazon.com(AMZN)$ AWS partnership (still unconfirmed), but someone’s already making bold option bets since last week. True or not, the market’s feeling it. Let’s see what comes next.

$MEITUAN-W(03690)$ didn’t spell out travel & hospitality numbers, but I did the math: customer prepayments over 11 billion RMB, compared to Ctrip’s 18 billion. $Trip.com Group Limited(TCOM)$ ’s mainly lodging and tickets, with lodging. prepayments around 9 billion. Meituan’s travel biz is roughly on par with that. That’s a solid scale. I’m bullish on Meituan, this segment’s definitely one to watch!

$ProShares UltraPro QQQ(TQQQ)$ The steady surge is reassuring. Again, triple the happiness.

$TRACKER FUND(02800)$ The capital flow trend shows that over one-third of the southbound funds have poured into the Tracker Fund, which closely mirrors the movement of the $HSI(HSI)$ . This suggests that the primary goal of these funds is to stabilize the market by investing in the index, with major institutions and large funds leading the way. Such a trend reflects long-term confidence in Hong Kong stocks and indicates that the current level might be an opportune time for positioning.

$POP MART(09992)$ Investors in the Hong Kong stock market are generally more rational, and this makes me even more confident in my investment in Pop Mart. Despite the large shareholder reductions, the stock price remains strong, and the market focus is still on the company's long-term growth prospects. Pop Mart’s business model is solid, and its management team is strong, providing a firm foundation for steady growth. With a reasonable valuation and great potential ahead, I’m holding on for at least 10 more years!

$XPeng Inc.(XPEV)$ Today, we witnessed the takeoff of XPeng Motors! 🚀 As one of my top picks for 2025, XPeng is not just about smart cars—it’s a tech giant for the AI era, destined to conquer the stars and the seas! ✨ With clear market strategies, AI-driven innovation, diversified product offerings, and continuous brand and service upgrades, XPeng is setting new industry benchmarks every quarter. With full-domain 800V, powerful AI, and advanced autonomous driving as standard, how can we not look forward to this future?

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I actually believed that Google had the lead in AI for years before ChatGPT dropped the bomb on the market. My question is why do we think they are in the lead it feels like they muffed whatever lead we perceived them to have. Asking because I am losing confidence that my perception of their abilities and leadership are challenged.

$Intel(INTC)$ We will see this week if $18.84 holds or if Wall Street can trigger that real stop loss button and the bottom falls out and INTC has another major drop. No hurry in buying it will be years before INTC can make money again , INTC is forecasting to lose money for awhile. Revenue is dying, What a gamble an all or nothing!

$Intel(INTC)$ It will be a tough 2-3 years as Intel tries to make up for past mistakes. At the same time, $Taiwan Semiconductor Manufacturing(TSM)$ (a great company in a bad neighborhood) will be moving forward on process improvements.The world needs an alternative to TSMC, if only to maintain competition in the space (let alone a stable supply base) and INTC is the best option.While I am very long INTC (and will ride this out), this may be dead money for quite a while.

$Intel(INTC)$ Sadly Intel Foundry business is making Intel get massive loss, Citi says that exiting the foundry business can be a huge boost for intel eps between $4-$5 but Pat dont want to let it go and want to manufacture the chips at all cost. Something similar happened to $Meta Platforms, Inc.(META)$ and Zackenberg and his metaverse and he had to let it go.

$Tesla Motors(TSLA)$ Were you buying now?? What I can’t understand is why would you attribute a PE Ratio of 65 to a car company that has flat / declining sales and declining margins? I am always fascinated in the different valuations different people give to different parts of the business but the parts that are doing in sales growth such as Battery Storage or charging are not making decent margins and FSD is no closer yet people have been charged for the possibility for years and not received much more than you get from Mercedes. One day the lies and exaggerated claims will catch up with Elon!

$NVIDIA Corp(NVDA)$ I'm curious how much of their DC revenue is actually GPU vs. everything else. Nvidia is basically an ODM competing with HP, Dell, etc. How much of their revenue is the grace CPU, Bluefield DPU, Mellanox interconnect, the boxes, boards, etc. etc. Add in outside components (HBM, microcontrollers, etc.), and add in margin stacking on every single piece (that other ODM/OEMs can't get away with), and you have huge revenue/margins. And in trying to keep that for themselves, they compete with the other ODMs and restrict GPUs to them (this is where antitrust comes in in France or US). When other accelerators gain traction, those and the other various parts will be built/assembled by others, regardless of how m

$Tesla Motors(TSLA)$ There is a ZERO PERCENT chance telsa gets autonomous driving wide spread income producing in time to stop there declining new car margins take that into account when this is 100. Dont even bring up the MASSIVE depreciation new tesla owners have been hit with because musk keeps cutting new car prices. And TESLA service it doesn’t get any worse except it keeps getting worse. Run forrest run far away from this stock for the next 12 to 18 months.

$Trane Technologies PLC(TT)$ TT is really falling short lately. It’s frustrating how they’re always out of stock on parts, and the systems they sell are constantly on back order. Upper management seems more interested in cashing in on sales than dealing with warranty issues or taking care of customers. It’s disheartening to see customers getting pushed aside. This approach might work in the short term, but it’s a recipe for long-term disaster. It’s sad to watch, but it’s the reality right now.

$NVIDIA Corp(NVDA)$ This company was NEVER worth $3 trillion, only greed and a lack of understanding about the business got it to that level. Now margins are just starting to decline, peak business is a 18 months away and NVDA will be a $70 stock in the next 18 months. If you bought NVDA over a year ago you make either a great investment or got very rich if you have held it for a longer term. Take profits.

$Intel(INTC)$ This stock is done I feel. They are cutting dividend which loyal customers used to hold on to this stock. Now they are reducing the work force and doing everything at the wrong time. this stock will not recover until Pat is gone. Wall Street has lost confidence in his ability to turn around and does not trust his ever changing promises.I feel this drifts to single digits. Gl I sold all