To The Moon

$XIAOMI-W(01810)$ Here Xiaomi basically dominates the non Apple handset market and their phones are more advanced in many many features and respects. There is very high consumer acceptance of Xiaomi. Telsa's Q1 will be lower YOY and QoQ, Q2, Q3,Q4 will be worse than Q1, demand won't come back to their stale old models.

$Meta Platforms, Inc.(META)$ The market rally over the last 6 months has been in anticipation of rate cuts. It is still going to rally, in part, because of anticipation of rate cuts. I am not complaining about the price as I bought META at $25/share years ago. But still wouldn't you want to buy it after an irrational decline? Irrational because META is still making a lot of money and I expect a whole lot more as AI bears fruit.

$Coinbase Global, Inc.(COIN)$ Why are so many of the Coinbase analysts just so wrong on their numbers? This is simple addition, multiplication and maybe a little algebra. They get paid way too much to be this bad Coinbase will exceed estimates again based on a lot of really poor math by these people JMP analyst is almost spot on - that one does it right The first two out this morning however are a joke

$Coinbase Global, Inc.(COIN)$ Base chain… From August 2023, when Base launched, to February 2024, Base generated roughly $6.5 million in profits. Not bad, but considering that Coinbase's quarterly income hovered around $90 million last year, the profits from Base were but a small drop in the bucket. However, things changed significantly in the last two months. Since the beginning of March, Base has produced nearly $35 million in profits as users flocked to the blockchain in the wake of Ethereum's Dencun upgrade, which lowered fees on blockchains like Base. If it were to keep its current pace, Base could produce somewhere around $200 million on an annual basis. When considering that Coinbase posted a net income of $95 mill

$Cloudflare, Inc.(NET)$ Lesson in sizing for folks here today. NET was my top holding, over six figgas. It got hit on a conservative guide (ER was completely fine), so it dropped to my #4 holding today all by itself. However, I'm down less than 1% for the day in my port. Why? Because I don't let anything grow larger than 15%, unless there's a damn good reason. NET was at that level. Had it spiked 15-20% I would have trimmed it back, (unless there was a damn good reason). Let your winners run. Ruthlessly cull your losers. But don't get unbalanced. Equilibrium is key, both in markets and in life.

$XIAOMI-W(01810)$ Redmi note 4 was okay. It was mediatek and had battery drain issue until I used 4G sim. Mi A1 was awesome. I upgraded for dual camera and it had great camera for its time and I am using the phone right now. 😄 Only problem is with the speaker. Poco X3 NFC was nice too. But I was not so satisfied with camera. Maybe I was too used to telephoto lens of A1. Other than that it was good. Xiaomi 14 is awesome too. I really like it.

$NVIDIA Corp(NVDA)$ 60 Minutes segment was a nothing burger. No new information, just a hype piece for their 70 year old viewers. Fade the pump tomorrow. Sunday night futures are reliably unreliable. back to red. people are tired from the AI bubble pump and dump scheme. $885 buyers pre market like $850 orno 60 Minutes lol 😆

$Riot Platforms(RIOT)$ I think the majority of investors treat them that way...I certainly don't buy these investments for any underlying value, but I know when they have momentum behind them is the time to buy. The miners are likely going to be making less money next year than this year, but the values continue to rise...I say keep buying!!!

$CleanSpark, Inc.(CLSK)$ Don’t get yourself all worked up in a tizzy, Kevi. Let it down trend down for a week or so. I’ll give you the Buy signal.Nitey nite 🥱😴💤They don’t just drop it one day, Kevy. Those who bought at $21 yesterday are today’s margin calls. Those who bought at 19 today will be tomorrow mornings margin calls. And so forth and so on until we hit the magic number.🩰Stock Market Nft GIF by BoDoggos

$Coinbase Global, Inc.(COIN)$ Wow, all my Bitcoin related stuff is in the toilet recently. Massive selloffs of MSTR, MSTY, COIN, IBIT, etc. Smells like a scam vs manipulation. Both scenarios are bad for the crypto business as a whole. In the face of the "halving" event, these are crashing? Exactly the opposite of what the experts predicted? Not a good look.