$Tiger Brokers(TIGR)$Simply a retest of the previous resistance zone which has flipped to support over the last 3 weeks. Another China name that looks ready to go. A hammer showed up, expect the next 7 day to see big movement! I have HIGH CONFIDENCE that TIGR will go at least $18, to as high as $26 with the next move. Thought we were done?
$Microsoft(MSFT)$The real danger is to AI hardware stocks. The huge capex jump by hyperscalers on the back of pandemic revenue has been extrapolated into the future - AI hardware stock valuations assume capex spikes year after year.Since hyperscaler revenue is finite, this is impossible. 70% capex growth is impossible according to the arithmetic taught in third grade when revenue is growing around 10%. Capex/revenue is already at a record.The big party is in the AI hardware food chain. Hyperscalers fund the party, but have run out of money.
$SoFi Technologies Inc.(SOFI)$For some reason this stock always dips right after earnings a little bit. I think it's people betting up the stock and then trying to get out quickly. But this stock will then continue to go up further. I don't understand how a stock with record earnings and raise guidance could pull backwards. This stock has a long Runway to keep going higher.
$Taiwan Semiconductor Manufacturing(TSM)$TSM is the ONLY company able to make 3nn transistors at scale. They are going to be making 2nn transistors before anyone else can do 3. The smaller the transistor the more that can be crammed into a chip -- it is this reduction in size that has driven the power of the latest gpu's which in turn have enabled the training of the huge neural networks that power AI. TSM is capacity constrained -- if they had double the capacity it still wouldn't be enough -- and no one else can fill the gap. TSM's tech lead is safe for years to come. And their overall strength is without any peer remotely seen in the rearview mirror.
$MicroStrategy(MSTR)$Most people are already familiar with MicroStrategy. For those that aren't, there are two segments to consider. The legacy of the business is software. MicroStrategy got started in 1989 as a business intelligence software provider. The company went public in 1998 and largely matched the stereotype of the dot com boom. Shares rocketed from $7 in 1999 to in excess of $300, at the peak in 2000. It all came crashing down when the dot com bubble burst and MicroStrategy came under investigation by the SEC. While the stock price never recovered, the core software business continued to chug along, showing annual revenue growth from 2003 forward.
$Advanced Micro Devices(AMD)$There are three reasons I'm buying and holding AMD stocks:1) Dr. Lisa Su is an extremely intelligent engineer and leader who understands where AMD should go.2) The insane AI hype is still going on and will not stop anytime soon.3) There are just too many people underestimate AMD's potentials. That tells me the stock price is still under valued, not over valued.
$Palantir Technologies Inc.(PLTR)$ A buy/write is the same thing in essence as the covered call which is what I suggested. I don't usually do buy/writes since I want to buy the underlying on any sort of dip, then sell the calls on any sort of bump. A buy/write executes both sides based on what the underlying is selling for at the time of that trade. For example, if you buy the underlying when its trading at $42, then wait a day or so to sell the calls in a rising bump in the stock price, you'll get more premium. This can make a significant difference depending on whether the stock moves in your direction. I have done this three times on $Oklo Inc.(OKL
$Palantir Technologies Inc.(PLTR)$ Palantir is a stock to never sell. Just keep a core position and trade around it. **Ontology** that is what no other AI can do and it’s why the market is right about Palantir.The business model is beautiful too. The product is so unique and valuable to large enterprises that Palantir can charge big bucks for each contract. They don’t need many new contracts each quarter to keep ramping up earnings at surprising levels. Within a few years all enterprises will have a Palantir subscription just to survive in their industry. Do the math and you’ll want to buy more shares today.
$Taiwan Semiconductor Manufacturing(TSM)$When it comes to the speed of stock price hikes, I think we should keep our expectations in check. But given TSMC's solid 25-year track record of high growth and its promising outlook for 2026, assuming no unexpected setbacks, plus the fact that it's currently undervalued, I really find TSMC quite appealing. I mean, it's not just a buy-and-forget stock; it's one I'd happily hold onto for a good chunk of time, patiently waiting for it to shine even brighter.
$Meta Platforms, Inc.(META)$Meta should never be underestimated.Analysts were predicting 13% earnings growth forward, after TTM revenue growth of 22%. We all saw how much better their ad getting got via AI in the last year. A 13% earnings growth entails under 13% revenue growth. Totally underestimated.Not to mention that meta has the most GPUs, multiples of the next player. GPUs = compute = data = gold.