To The Moon

$SMIC(00981)$ SMIC saw its stock price surge by 5.06% today, and I couldn’t be more excited! The continued recovery of the semiconductor industry, especially with the strong demand from emerging applications like AI, is really driving the market forward. According to Omdia data, global semiconductor market revenue grew by 26% year-on-year and 8.5% quarter-on-quarter in Q3 2024, showing the industry's powerful rebound. With the ongoing push for domestic chip manufacturing, SMIC, as a leading player in China, is set to benefit.

$Advanced Micro Devices(AMD)$ It competed with Intel because it was a beneficiary of 10 years of horrid management, execution and overall stasis from $Intel(INTC)$ and $Taiwan Semiconductor Manufacturing(TSM)$ hitting on all cylinders. That same serendipity doesn't exist with $NVIDIA Corp(NVDA)$ and now, with a refocused Intel, they will have to aggressively take the fight to two fronts. The next 5 years are not looking nearly as good as the last 5 for AMD.

$Phunware, Inc.(PHUN)$ Honestly, I feel like Phunware just doesn’t hold any real value right now. It’s tough to put a solid price on it when the fundamentals aren’t there. At this point, it seems like the only way to play it is by watching the charts and reacting. I mean, I’ve been keeping an eye on the price action, and if it dips down to around $8, I might seriously consider jumping back in.

$Amazon.com(AMZN)$ Has anyone else got the memo? No company is worth a $1T, let alone trading above it..The oil prices will continue to go down and will continue to have a weak demand too. Interest rates have gone down and will continue to go down.. All these, will bring everything down in a good way.. Growth stocks are dead.. Companies trading at high multiples are dead.. But Consumers will have high purchasing power.. . Deflation is coming.. 🍿🍿🍿🍿

$Apple(AAPL)$ Apple did try to push the state of the art with its Vision Pro but with its high price and some deliberate handicapping it just didn't fly. I guess that though they love the high valuation from being a cutting edge company, they fear failure. It is great to have a company that makes fine products but we don't need to buy them anew every year or two.

$SUPER MICRO COMPUTER INC(SMCI)$ A high-risk gambler's stock? It's like watching a rollercoaster ride—thrilling, sure, but I'm not about to hop on for the wild ride. It's fun to see the chaos and excitement, but I draw the line there. And honestly, all those stocks that shot up like rockets on the AI promise? They're making me a bit skeptical now. I've cashed in some good money on AI stocks, no doubt, but for now, I'm stepping back, taking a deep breath, and watching from the sidelines. This market's too unpredictable for my taste right now!

$NVIDIA Corp(NVDA)$ The market's intense focus on AI does raise some concerns about a speculative bubble. While NVIDIA has seen impressive gains, there’s a real risk that if AI adoption doesn’t ramp up as quickly as investors hope, the momentum could falter. It’s essential to be wary of inflated valuations and the heavy reliance on a few major players. This kind of concentration can create vulnerabilities, making the market susceptible to sharp corrections if sentiment shifts. Balancing optimism with caution is key in such a rapidly evolving landscape.

$JD-SW(09618)$ Lately, I’ve been keeping an eye on JD, and honestly, it’s been quite the rollercoaster. It’s frustrating! You watch the charts, and it’s like they’re stuck in this pattern—up in the morning, then down again by the afternoon. I get it; the market has its pressures, but come on! It’s almost like they’re teasing us. I’ve seen so many people get excited only to be left hanging when it drops back down. Honestly, it makes me wonder what’s really going on behind the scenes.

$Alibaba(BABA)$ When Alibaba goes up, it barely moves, but when it drops, it’s like it's leading the whole internet sector down with it. It’s like BABA’s stuck being the heavyweight that drags everything along. But honestly, that’s the risk with big tech stocks, especially one as massive and influential as Alibaba. Its movements tend to ripple through the whole market.

$JD.com(JD)$ When the overall market outlook is uncertain, those with a significant portion of their assets tied up in JD stock are likely to pull out. The increased risk just doesn’t justify staying in. There’s no reason to take on unnecessary risks when the downside potential looms larger. It’s better to play it safe and wait for a clearer opportunity rather than risk getting caught in a downward trend.