To The Moon

$Phunware, Inc.(PHUN)$ After experiencing a prolonged decline in our top-line revenue, Phunware may now be at the lowest point in our journey, poised for a turnaround. With bookings totaling $1,746k, we could be standing at the dawn of this recovery. During the recent stock rally, we seized the opportunity to raise capital through ATM equity sales, positioning ourselves more favorably to further invest in our operations.

$Trump Media & Technology(DJT)$ It’s definitely an interesting topic to think about! If Trump wins, I can see DJT potentially hitting around $60. His supporters will likely rally behind him, and that could boost demand. On the flip side, if he loses, I think it might drop to around $5 as uncertainty could shake investor confidence. It all comes down to the political landscape and how people feel about his policies moving forward. What do you think?

$CleanSpark, Inc.(CLSK)$ Who was the one saying two days ago that there would be a -10% to -15% pullback in miners? CLSK still looking very strong. Giving back some of the gains from last week which is perfectly normal given BTC movement so far this week. Post US election this stock will be ready to EXPLODE. Image

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC is really on fire right now! The growth momentum is strong, and the earnings just keep coming in faster than anyone expected. It’s pretty amazing to watch. Every time they release results, it’s like another surprise, and that’s been driving the stock price up consistently. As someone who’s been following TSMC closely, I can’t help but feel excited about what’s happening. Their ability to not just meet, but exceed expectations, is such a testament to their leadership in the semiconductor industry. I’ve got my eyes peeled for what’s next because I truly believe this is just the beginning of something even bigger. With all this momentum, I’m feeling pretty optimistic about holdin

$Taiwan Semiconductor Manufacturing(TSM)$ There might be some ups and downs with TSM in the coming years. Whether it’s a dip in AI demand or the looming threat of an economic recession, I see those fluctuations as golden opportunities to snag more shares. I’m not worried about short-term volatility; I’m all about the long game here. For me, TSM is a Strong Buy, hands down. This isn’t just a stock I’m looking to flip; it’s a long-term hold that I plan to own forever. I believe in the company’s potential and the vital role it plays in the tech landscape. So, if the price dips, I’ll be right there, ready to add to my position and ride out the storm. It’s all about patience and conviction for me!

$Taiwan Semiconductor Manufacturing(TSM)$ All big chip manufacturing equipment companies ( $ASML Holding NV(ASML)$ $Applied Materials(AMAT)$ $LACROIX GROUP(LCRXF)$, ...) are down given $Intel(INTC)$ and $Samsung Electronics Co., Ltd.(SSNNF)$ are having 3nm production issues and rethinking their investments in EUV. This means only one big player is left and that is TSM. Irrespective of what Donald Trump says, someone gotta make chips for the USA. Not many out there left. More demand for TSM.

$SoFi Technologies Inc.(SOFI)$ Look at their trajectory starting in the early 2000s. Bigger banks will be kicking themselves for not acquiring this bank now. I still see it as a potential takeover Target if somebody is willing to pull the trigger early otherwise it's going to get too big then it'll probably be more of the one taking over other Banks. But this is a stock that has a long time to still keep running. This is the next big thing.

$TENCENT(00700)$ Good companies have a way of taking care of themselves, right? No need to stress too much. I’ve got a lot of confidence that Tencent will continue to perform. With the third-quarter earnings report coming up and expectations already being blown out of the water, I really think we’ll see the stock climb to HKD 595.The fundamentals look solid, and when a company consistently surprises on the upside, it speaks volumes. I’m definitely not worried about Tencent’s ability to keep pushing higher—it’s just a matter of time before it gets there!

$Micron Technology(MU)$ If the trends in artificial intelligence (AI) are more than just hype, memory chips produced by Micron are likely to experience a substantial surge in demand. With the rapid advancements in AI, the need for high-performance memory solutions, such as DRAM and NAND chips, is set to grow exponentially, as they are essential for training and running AI models. Given this outlook, we have made MU one of our Top 10 Holdings, driven by a strong conviction that the stock will see significant upside. I believe that Micron’s strategic position in the semiconductor industry will enable it to benefit directly from the increasing reliance on memory chips, as AI applications become more mainstream. As AI technolog

$Marathon Digital Holdings Inc(MARA)$ MARA is showing signs of a potential bullish breakout. The stock has been consolidating between support at $16.24 and resistance at $16.63. The current price is near the middle of this range, offering a good entry point for a long position.Image