To The Moon

$NVIDIA Corp(NVDA)$ $Palantir Technologies Inc.(PLTR)$ I've been accumulating and building a long term hold position base. That base has increased with growing confidence in the companies narrative, not just the share price. Any time it sells off with general market I add to my position. We'll see plenty of sell-offs, but so long as it's market driven and not stock specific, I'll keep building. It's what I should have done with Tesla and a few other stocks. Fortunately I trusted NVDA and have done very well with that and PLTR, so I'm finally learning!

$SUPER MICRO COMPUTER INC(SMCI)$ $1229 to $385. Not a good decision not to sell earlier. You guys that are bullish still, must love companies that can't refute short sellers information , stay quiet, and then say they need to delay filing their annual report ! Oh yeah they had accounting issues in 2017. Forget about the earnings miss and margins dropping like a rock, they are giving you 10 shares for your one. You must believe fundamentals don't matter. Ai, Ai, Ai, Hey I might start a company with Ai in the name, interested?

$Microsoft(MSFT)$ LONG strategy: when RED, buy more to average down to hold multi-years. Be patient. Don't sell. MSFT strong fundamental, and business growth well as planned. MSFT will rise up sharply in the near future.Be patient.

$SUPER MICRO COMPUTER INC(SMCI)$ It's been my experience after trading for 30 years that stocks like this do not decline back to a stable level overnight. The declines are steady in small or sometimes big amounts daily because large institutions are selling pice meal to avoid a drastic drop in the stock. Then when the stock reaches rock bottom, they will announce their sales. Beware people.

$Apple(AAPL)$ What's the anti-Apple conspiracy called? Apple is the top market cap stock so the conspirators aren't doing such a great job. My take is that you can't keep a profitable stock down forever. The cream usually rises to the top in the long haul.

$Hewlett Packard Enterprise(HPE)$ HPE is being undervalued and it is flying under the radar. I had been a Juniper Shareholder for five years and when they sold to HPE, I became interested in their new situation. So far I have bought only a small but what I consider growing position because the more I researched HPE the more Juniper's new home seemed like a secure and growing investment. I do intend on growing my position over time and while at the present the shares are in one of our standard brokerage accounts I intend on transferring shares into our family trust probably in October. Then it will be permanent but I can still add

$SoFi Technologies Inc.(SOFI)$ Revenue growth: 20.9%EV/Sales: 3.2xSOFI will be a +$15 stock by the end of 2025. With rate cuts will come a surge in lending revenue. With time will come the tech platform growth. And the financial services segment will continue to boom like it is today. An incredible company building an all-in-one financial platform.

$Broadcom(AVGO)$ $Dell Technologies Inc.(DELL)$ $NVIDIA Corp(NVDA)$ NVDA has risen quite a lot so far this year. I do believe though, it will increase further since its most recent drop. I also believe we’ll see a run later this year especially after September. AVGO is only recently being looked at as an AI play. A good amount of AVGO business is networking chips - Tomahawk, Trident, Jericho. These chips are used by all the major networking companies to make data center Ethernet switches, so AVGO is an AI play for multiple reasons. The AI play is already considered in the price of NVDA, but not nearly as much in AVGO.DELL is an example o

$Tesla Motors(TSLA)$ $NVIDIA Corp(NVDA)$ TSLA is also not doing so hot right now because of its owner and shitty products. NVDA has had nothing but good news and good profit. It wont go up anymore like it used to but it will still continue to do good as long as companies want their product. They’re a pioneer in what they do, they’ll continue to rake in profits for the time being.

$Dell Technologies Inc.(DELL)$ For me near term downside is from profit taking by uninformed investors. DELL relationship is strong. A catastrophe like fire could be one but not realistic. They are primed to gain share in the market. Need to find larger space with power. That could slow ramp.