To The Moon

$Amazon.com(AMZN)$ When Jassy speaks during the next conference call this will be over $220 . How do I know you are hearing it from a Amazon Millionaire . Earnings should surpass the .81 mark and certain comments will create a META effect that took place at last META announcement . We used to count VW's when we took family rides . Not we count Amazon vans and trucks ! They are covering the world with the best customer service out there . Try Amazon Medical you will be very happy . I cant wait to switch my boat over to Kuiper Internet . AI don't even get me going on what is happening behind closed doors it will blow everyone away as they discover the true KING OF AI is Amazon.

$NIO Inc.(NIO)$ There are many examples of companies that passed on new or different technology only to be defeated by it later. Just because others passed on battery swap does not mean they made the right decision. Setting up the stations and infrastructure is costly and prolongs any potential profits. It will be interesting to see how the partnerships with other companies plays out. If they start sharing a large portion of the cost to use NIO tech. it could very well be a big boost for NIO.

$SoFi Technologies Inc.(SOFI)$ I sell Puts and Calls on SOFI. It’s a volatile stock that rewards options sellers. I’m no longer a long term holder of anything. Prefer the monthly cash flow to a wait and hope scenario.SOFI has been a great moneymaker for me selling options.

$NVIDIA Corp(NVDA)$ Nvidia is the Gorilla in AI with its data center solution… not just some semis. It includes semis like H100, B100, B200, CPU, support semis, network integration, software starting from CUDA plus apps. It is a proprietary architecture that is open to outside software, hardware… increasing its value. Hi switching cost.

$Amazon.com(AMZN)$ I know that millions mean nothing to Bezos but it’s hard to fathom the past. Bezos moved to Miami and is benefitting from the absence of state income tax that would he would have incurred in living in the state of Washington. So, in February, when Bezos exercised his planned sale of 14 million shares, AMZN was in a period where the stock price was tethered at $170-$172 a share during this time. There were the fear mongers and bears that tried to put fear into investors minds as Bezos unloaded a small portion of his shares. Forward six wks. We are now at $185. If Jeff had sold now, he would have gained an extra $210 million dollars. I did not fret when the announcement of his selling made headlines every

$Micron Technology(MU)$ At current prices I don't disagree so strongly, but people have been making comments like this since Micron was in the 60s and is now up 100% from that in 1 year. "Market Leader" is pretty narrowly defined to current HBM quantity. Samsung has the most overall memory quantity, and Micron currently has the best product quality shipping in significant quantity.

$Reddit(RDDT)$ who actually uses Reddit on a consistent basis? It’s getting to a point for me, where I check it daily and get interested in many of the posts and engage with them. Reddit is legit, they may not have much a revenue stream that I am aware of, but so many people use their platform. If they can turn a small percent of users as paid consumers in some way with a subscription service, etc. it may help a lot. Overall, I am an active user on Reddit!

$Amazon.com(AMZN)$ To the pessimists on this page so obsessed with AMZN and the $180 barrier, it’s getting ridiculously redundant. AMZN as it breached $160 $170 and already reached $180+ will forge forward and your new tune will be the wall at $190 and $200 etc. News flash to the doubters and the pessimists, AMZN will continue to forge forward and will reward those with patience and faith while the doubters will be left behind wallowing in regret.

$ARM Holdings Ltd(ARM)$ With the exception of R&D prototypes, ARM makes no chips. ARM gets license and patent use fees for their design. Many big tech and semi companies actually hold shares, and are also partners and customers. Listed below are the biggest ones. Samsung, TSM, Global Foundries, AMD, Nvidia, Amazon, Qualcomm, Super Micro, Google, Microsoft, Apple, Alibaba, Tencent and Byte Dance. There are others, and all pay ARM for their product. Explosive growth ahead due to the AI boom.

$Palantir Technologies Inc.(PLTR)$ This AI stuff is the fourth Industrial Revolution. But you so called analyst experts are using pricing and valuation models that are decades old.This is not soft drink co. Not a car co. Not a sneaker co. It’s a company that can be part of starting or preventing wars.I mean this in all humility. Please tell me if I’m wrong.