$Microsoft(MSFT)$Microsoft stays in the business because they hope to create a video game streaming subscription service and scale. If they have enough IP, good hardware and get the streaming right then that's a potentials exciting market. Having said that though, with the size of the cloud opportunity for Azure, xbox really isn't much of a needle mover for the company overall.
$Phunware, Inc.(PHUN)$I've been leaning towards clearing out my Phunware holdings before the election. I mean, if the results are super obvious, it kind of takes the excitement out of it, right? It feels like riding a rollercoaster where you already know the ending. I’d rather not stick around just to watch things plummet. I don’t want to be caught holding onto something that could go downhill fast.
$Trump Media & Technology(DJT)$ I'm not partisan, but I think Harris is the favorite here. If she wins, DJT will drop 50% or more in less than a week. Buying put options on DJT, or selling calls, is potentially an incredibly profitable and simple trade. it might catch a lot of people off guard, I was going to short it at $ 20....DJT can be a rollercoaster, for sure.
$MicroStrategy(MSTR)$MSTR is in a precarious position due to its extreme dependency on Bitcoin’s performance. While the stock’s recent momentum is impressive, investors must be aware of the inherent volatility and high leverage risks. Buying at these levels exposes investors to potentially sharp pullbacks if Bitcoin experiences a correction or if market sentiment shifts.
$Apple(AAPL)$Great products but the thrill and excitement with their products is missing. Its just more of the same... Same issue with $Advanced Micro Devices(AMD)$$Intel(INTC)$, it's almost like the tech industry is experiencing stagnation. I think a big part of it is the FTC not having the talent to launch successful anti-trust cases. Most of these companies are just pushing out the same stuff year after year with marginal changes.
$Advanced Micro Devices(AMD)$You want to buy against the market. For example, far back in time when the market saw AMD as a burning dumpster fire, I could see a massive restructuring underway, doing all of the right things that had to be done to put out the fire, and get things back on track. Today, AMD beat back $Intel(INTC)$ to a point of an embarrassment, but it's still seen as a company incapable of putting two lines of code together without several bugs in it, and fumbling to spell the two letter word "AI". Now is the time to ride the AI tidalwave, which AMD has barely started to ride. After the market figures out what's going on, it'll be too late, the price will again, be
$CleanSpark, Inc.(CLSK)$ Could sweep down to $10.40 before finding support. Either way I don’t view my CLSK position on a short time frame. I only am concerned about weekly and monthly charts. BTC will fins support at 64k. I still hold all my miners but recently added other options for diversification. Just some food for thought, maybe miners aren't going to do as well this time.
$PDD Holdings Inc(PDD)$ It feels like every time I buy PDD, it’s a loss, too! I’ve already lost over $40,000, and honestly, it’s so discouraging. It’s like I’m cursed or something! I keep missing those crazy surges—just when I think I’ll catch a break, it drops again. It’s nerve-wracking to watch. I really want to believe in its potential, but this pattern is just terrifying. It’s hard to keep my confidence up when every decision feels like it backfires. Maybe it’s time to take a step back and reevaluate before jumping in again.
$Alibaba(BABA)$Holding onto a stock like Alibaba for ten years without seeing any profit feels pretty frustrating. It's like putting your money into a black hole and hoping for the best, but nothing ever comes back. I mean, if I’m investing long-term, I want to see some solid growth, right? Sure, Alibaba has its potential, but after all this time, it’s hard not to feel skeptical. There are so many other companies out there that are actually turning a profit and showing steady growth. Why tie myself to a giant that's struggling to deliver for years? Investing should be about making smart choices, and sometimes that means cutting losses and moving on. I want to be invested in companies that give me real hope for the future
$JD.com(JD)$Some people are even thinking of shorting JD, and honestly, the recent issues aren’t something to brush off lightly. It’s definitely more than just a minor hiccup. The best move might be to cut losses early—sure, you might lose a few bucks, but it’s better than being stuck in a position where you can’t get out. Once you're trapped, there's no running from it, and the longer you wait, the harder it gets to exit without taking a bigger hit. Better safe than sorry.