To The Moon

$SoFi Technologies Inc.(SOFI)$ Environment is accomodative. Recent $2B platform loan agreement with Fortress significantly supportive. Price appreciation due to improving underlying operational metrics, not via irrational exuberance. Yes, significsnt volatility remains, however, positive Q3 and Q4 reads and guidance, together with full year GAAP and continued sequential quarterly profitability will drive this stock higher. BUY, especially on dips.

$Amazon.com(AMZN)$ AMZN is always trying to cut costs through scale, AI-driven efficiencies, and organic growth of the higher margin businesses outpacing the low margin business growth. What is not transparent is how AMZN passes the savings down to the customers. AMZN is a defensive stock like $Wal-Mart(WMT)$ but grows like a high-growth stock. For this reason, you should own AMZN in a recession as well as in good times.

$SUPER MICRO COMPUTER INC(SMCI)$ My entire portfolio is all set for the long haul. But let me tell you, SMCI really gave me a soaking! Just when I thought I'd made a smart move and bought in, it took a nose dive. But hey, I'm a believer in this company's fundamentals, so I kept buying as it kept dropping. I'm hoping my faith pays off. May the force be with me, indeed! Let's see if this strategy pans out in the end.

$CleanSpark, Inc.(CLSK)$ We are still ahead of schedule for achieving $30 by EOY! Post US election this stock can explode to the upside. Remember this stock has surged 300% 4 times in the 18 months, $30 is easily achievable from here into EOY!Image

$PDD Holdings Inc(PDD)$ I’ve been gradually adding to my position in PDD. Honestly, I’m hoping it dips below 100 so I can go all in. If it hits 90, I’m even considering borrowing some cash to load up more. I know it sounds a bit risky, but I really believe in the long-term potential of the company. It’s like a golden opportunity just waiting to be seized! Sure, there’s a chance it could keep falling, but I’m all about taking calculated risks. If it pays off, I’ll be glad I acted when I did. Here’s hoping for that dip!

$Marathon Digital Holdings Inc(MARA)$ MARA is definitely starting to look promising! That critical support level has held strong, which gives me some confidence. Plus, I’ve noticed the oscillators turning upward, showing that bullish momentum might be building. I've been trading within this sideways channel, and it feels like we could be gearing up for a breakout. It’s always a bit nerve-wracking in these consolidating phases, but when you see the signs aligning, it really gets the adrenaline pumping. I’m keeping my fingers crossed for a nice upward move soon!

$Taiwan Semiconductor Manufacturing(TSM)$ I believe that companies like TSMC, similar to $NVIDIA Corp(NVDA)$ , have the potential for significant value growth, potentially doubling in market value rapidly.Exactly! Nvidia’s jump from $1 trillion to $2 trillion in market value happened so fast, and there’s no reason TSMC couldn’t follow a similar path. When a company is dominating a crucial industry like semiconductors, the growth potential is massive.TSMC has positioned itself as an irreplaceable player, and with the world’s increasing demand for advanced chips, their value could skyrocket just like Nvidia’s did. It’s all about being at the right place at the right time, and TSMC i

$Coinbase Global, Inc.(COIN)$ This forecast has been followed EXTREMELY accurately. This price action is exactly what we want and expect to see in a wave 3. We called this one yet a week before this explosive move to the upside, and have been following COIN well before our most recent pullback. Bitcoin reaching a three-month high suggests growing investor confidenceImage

$Meta Platforms, Inc.(META)$ I bought Meta back in 2018, rode the wave, but then sold at the end of last year. Now, I’m kicking myself because, wow, look at where it is today! It’s hard not to feel that regret when you see a stock keep soaring after you’ve let it go. But, hey, maybe there’s still another chance for me. Meta’s still making big moves with AI and the metaverse, so it might not be too late to get back in. Timing is everything, though, so I’ll just have to watch for the next dip and make a smarter play this time.

$ASML Holding NV(ASML)$ A 23.16x forward PE, puts EPS estimates around $30/share which based on a revenue of $32.5B ( guidance midpoint) implicit a 36% margin. Seems high to me, but even a 27~30 forward pe is fair to me given the very very strong secular trend and their competitive position. Thus, I’m slowly building my position here.