To The Moon

A small win, but every step reinforces my confidence in my strategy.😀😀🎇I've been keeping an eye on $IONQ Inc.(IONQ)$ lately, and I have to say, I'm really intrigued by its potential. The company uses trapped-ion technology, which seems to offer real advantages in stability and error correction—things that could make a big difference in the future of quantum computing. IONQ is also building strong partnerships with companies like $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Airbus SE(EADSY)$, and offering quantum services via AWS and Azure, which feels like it’s positioning itself well. That said, I’m aware that the competition

$Sea Ltd(SE)$ The e-commerce business in Southeast Asia has grown steadily over the past year as companies such as Shopee continue to raise merchant fees, which has pushed Sea Ltd's share price higher. With its strong financial position, Sea Ltd can attract the young Gen Z crowd to shop on Shopee by expanding its social commerce. Go, sea!

$CleanSpark, Inc.(CLSK)$CLSK is an energy expert data center. There are no previous records of traditional cryptocurrency mining. It highly respects the rights of minority shareholders and is very careful about diluting shares. I think it’s good.

$Palantir Technologies Inc.(PLTR)$ Some analysts think with Palantir aiming to make AIP the most powerful AI tool in the world, they expect an explosive growth in commercial revenue in the coming quarters. As a big PLTR fan, I'm sure it will take me fly!

$Coinbase Global, Inc.(COIN)$ I guess this round of rebound to record highs should be a probable thing. I’ve been holding this stock for a year and a half now and basically every pullback is over 30%, it’s a bit volatile and a bit testing, I got to say. But I am a man who likes challenges.

SummaryAdvanced Micro Devices called its AI aspirations "engagements" on its earnings call, but engagements don't bring in revenue.Engagements are merely proof-of-concepts and may not lead to sales.Nvidia Corporation continues to bring in revenue invoices with its complete H100 AI package in hardware and software.Until AMD gets through its "long journey" in software, Nvidia's products should remain on top, especially with Hopper-Next releasing while AMD just begins ramping MI300.AI,Circuit boardAndyThere's a pretty intense debate around Advanced Micro Devices, Inc.'s (NASDAQ:AMD $A

$Walt Disney(DIS)$ Disney's problem isn't financial, that is the symptom. The problem is that they are in no-man's-land with respect to their customers. I would love to hear someone at Disney tell me what their brand means. 10 seconds, 30 seconds, a few words -- what is the Disney connection to the customer?I think they've fallen into the trap of trying to be all things to all people, and the result is that they are nothing. Boomer customers see them getting away from "family friendly" and "traditional", and have no interest in following Disney to a new place. Young people have no connection to Disney; it's just another stream of entertainment like social media or YouTube... except Disney still operates in the 3 to 5 years to make a sequel mode whe

SummaryWe remain sell-rated on Intel; we think cloud customers' wallet-share shift to A.I. acceleration rather than compute will present significant challenges to its data center business in 2024.We now believe the stock has priced in PC Client recovery, moderating share loss to AMD and on-track execution of its process roadmap of 5 nodes in 4 years.We believe the current macro uncertainty will continue to weigh on consumer and enterprise spend.While we believe INTC can become a competitive foundry in the advanced process, material revenues may take longer to realize as the foundry industry remains in over-capacity mode.We recommend investors explore exit points as we believe the risk-reward profile for the stock has now become less favorable.Telecommunication Chip Processing In IsraelDavi

One can find photos of pitiful Tesla $Tesla Motors(TSLA)$ owners attempting to string extension cords from second story motel room windows. I agree that the necessity of being tethered on long trips is not a plus for EV's. One has only to stage and observe side by side experiences of a gas car and EV traveling long distance, especially for a Colorado ski trip in winter. Overnight the ICE driver has only to shut the car off, register and sleep. The next morning the cars fuel will be exactly the same as when shutdown. That will never be the case with an unplugged EV especially in winter. More and more studies are showing how EV range is drastically over reported. A current lawsuit against Tesla showed computer algorithims greatly over stated actual

SummaryLucid faces significant risks, including weak production numbers, high cash burn, and a lack of brand recognition in the premium car market.Despite these risks, the company's strong backing from Saudi Arabia, which is investing heavily in post-oil economic success, could provide Lucid the time it needs to solve its problems.With sufficient funding, many of Lucid's current problems, including production and liquidity issues, could potentially be resolved over time.Overall, Lucid is risky, but Saudi Arabia's political interest will likely keep it in the market for the time being.Lucid Air Electric CarhapabapaLucid Group (NASDAQ:LCID $Lucid Group Inc(LCID)$ ) is full of risks. In times of uncertain macroeconomic conditions and a high-interest