To The Moon

$XIAOMI-W(01810)$ Xiaomi is late, but having an established brand image/name is a plus. The SU7 has received significant coverage in China, which is a sign of strong branding. The key question remains around mid to long term brand price positioning (maybe above XPeng and below Nio?). Having a charismatic leader is a plus in a world increasing susceptible to Messiah marketing and one word labels.

$Meta Platforms, Inc.(META)$ FCF is to measure up how much of my cash generated from my operations after maintaining my infrastructure is free to do whatever I want. After that META wants to invest in growth. They could give it back to shareholders, keep it as cash, or invest it, and they choose the later.If we consider that 50% of capital expenditure of the last year was for growth and 50% for infrastructure maintenance (not even close), they would have generated 62.9B of FCF (kind of "normalized"), capitalized 18x, not 25x. Big difference.Meta has a ROIC of 26% and they are investing massively. We have to consider the growth they are having and will have, put it into value. Meta has to correct its price, but will get ba

$Coinbase Global, Inc.(COIN)$ Now when we resist shorts after extremely successful earnings it’s just a question of time when this stock will skyrocket to 350-400. Exercise in futility: trying to predict coin movement is easy, it will go up big and it will go down big, unpredictably. And that my friends is all we really know. We can't even predict when!! Just my observation, so enjoy the ride and make some money.🚀🚀🤠🤠🤑🤑

$Cloudflare, Inc.(NET)$ Cloudflare is best in the industry. Yes, it is expensive. But look at the growth. They are still guiding 30%. This will settle at $80. probably don't need to point this out, but if you have stop-losses set, they will get cleared out, so make sure you really want them there. Trade programs love stop-loss raids. Holding all shares, have cash if want more. picked up a bunch, now sit and wait.

$XIAOMI-W(01810)$ The first one I had was the Mi Mix 2, I fell in love with the design, but back then I bought a unit from china which I then switched to a global ROM but the experience was really awful. Sold after a month or two, not a great start. Long after I got a MI MIX 2S because I wanted to try again but this time i got a global version that I bought on Amazon, proper euro version and I loved it. Then it was MI 9T pro, Mi 10, POCO F4 GT and currently I'm on a XIAOMI 14. On the side I have a MOP 2s and 2 security cameras. Everything works fine.

$NVIDIA Corp(NVDA)$ big TSLA breaking news with china will be big for NVDA...more AI huge market open up....here is a paragraph from an article : "Enabling FSD in China would provide a buffer to Tesla's declining EV sales by accelerating its diversification towards autonomous technologies, artificial intelligence and humanoid robots and operating a fleet of millions of autonomous vehicles.

$CleanSpark, Inc.(CLSK)$ the “smart money“ actually owns both and buys more on every pullback. I hope this helps but I don’t know if you’ll listen. One thing is certain: only fools would spread trade these two stocks. It’s inevitable that they’re going to miss out on the big gains by failing to take advantage of the sustained runs and profits when they move consistently together most of the time. They have a correlation above 80%

$Coinbase Global, Inc.(COIN)$ I’d add that you probably missed the explosive growth of Coinbase’s Base chain, how much money it’s generating and how their new web wallet is game changing. If you do not actively use defi and crypto there is a lot you would not know. There is a lot happening on the Base chain including decentralized social and payments.

$Alphabet(GOOG)$ Dry detailed analysis of a great company with some minor flaws. Cloud as mentioned could add 40 billion in revenue this year and at 10% margin return 4 billion instead of losing 4 billion which is a significant turn around. In 2-3 years Cloud could generate 60-70 billion in revenue and if margin expand to say 15% add 10 billion in profits. Cost containment is my concern as Google seems to hire at will and offers very high compensation as well as SBC which costs around 30 billion currently. This needs to be better managed. Buybacks were not highlighted but the 70 billion yearly buyback should not only continue but possibly be augmented . Currently about 300 million shares are being retired after SBC which

$Marathon Digital Holdings Inc(MARA)$ That's exactly the point, all the threads are flying and Mara went down 5% today and she did herself a favor by fixing a little something here doesn't smell goodTh Runes protocol allows people to etch and mint tokens on the chain. The launch of the protocol over the weekend triggered a spike in network fees on the Bitcoin blockchain...BUT its not enough to insure proftability ...its only 15% of miner revenues network transaction fees..not enough ..