To The Moon

$Amazon.com(AMZN)$ They are already doing this as a revenue source with Buy with Prime. AMZN has an advantage as they have better data than a typical shipping company as they know the content of what is being shipped and behavioral data as they are all Prime customers.

$NIO Inc.(NIO)$ NIO has perhaps 3 years lifespan left with its cash holdings. 1) It has not learn how to mass manufacture 2) battery swap is stupid idea As battery charging and batteries science change bs will be left behind. Why mobile phone don’t swap batteries because it is not efficient and as you change batteries long enough wear and tear will have problems with contacts and seal. 3) no real autonomous self driving tech 4) it claims to have leading batteries research but it is all from CATCL. Guess who is biggest customer for CATCL. They are working with Tesla to build US batteries plant.Not to mention it is facing new competition from Xiaomi and soon the big and deep pocket Huawei.

$SoFi Technologies Inc.(SOFI)$ Honestly, I wish everyone well. I have no investment here. LOL. The convertible, may appear to be good, but is actually Garbage. I would bet money, that the people investing in this convertible are also short the stock. I'm not going to try and explain my opinion. I'm just giving you my assessment. I think this stock is headed much lower. Good luck to everyone.

$NVIDIA Corp(NVDA)$ Nvda is sold out on H100 for the rest of the year and into next year. B100, B200 is not shipping yet… new product cycle that will last 18 months. There is global demand for data centers and services. Probably sell $30B in 2024 due to valued added data center sales. EPS likely to be closer to $30+ per share. Nvda is not just a semi company.High Five Tom Cruise GIF by Hollywood Suite

$Amazon.com(AMZN)$ I think a lot of people on here agree that AMZN will easily surpass $200 possibly this month and may end the year at $230-$240 if they keep up the strong earnings and strong forward guidance. Plus they are cutting cost everywhere which will only help the bottom line and increase margins and profitability. Anyone else see this happening

$Amazon.com(AMZN)$ While I did trim some AMZN recently, I kept far more than I sold and through price appreciation AMZN has grown to become the 9th largest holding in our family's main portfolio that is now down to only 27 names. As you suggest, I will gladly let AMZN continue to run and I won't let go of any more shares. Unless.... unless I change my mind on the basis of price and/or valuation.The stock market is dynamic rather than static, and thus so is my portfolio management.I am managing our portfolio diligently in the context of my macro view that equities are in an over-bought condition based upon a long period of speculative euphoria that now appears more likely to ebb than to flow. Based upon that macro perspect

$Micron Technology(MU)$ All the HBM for fully booked even in 2025 is the problem of pakaging.The order for HBM must take half a year. For after stacking up DRAM, must send to TSMC's CoWas Packaging Fabs for bonding with Nvida's Chip. The world has only one COWAS packaging Fab. Another new built Package Fab can work in the begining of 2025. Two another new will build and work in2026. The DRAM chips is not the problem.

$Reddit(RDDT)$ That $50 wall has been cleared and next stop is $55. Did not expect it so early on but am glad many of the nay sayers have left the building, at least for awhile anyways. Don't mind a good debate but calling for the stock to be under $10 is like calling it to be over $1000. We need to see earnings reports. Until then it will go where the MM's want it to.

$Amazon.com(AMZN)$ Wow, I just got home. I am shocked how all the mega tech held up today. Including AMZN, GOOG, META, all of them. It looks like AMZN wants to form a base at 180. We should battle 188 soon, before earnings too.

$ARM Holdings Ltd(ARM)$ Been here a good while now. Bought some at 47.20. Not worried about the price action, because I'm a very long term buyer. Bought AMD at 10.32 , Nvidia pre split first time, at 186, and Google after IPO at 88. Yep, that is 88. Short on boys.