To The Moon

$Sea Ltd(SE)$ As US decouples from China and builds out Indonesia, Vietnam, and Malaysia mfg this seems like a great play on rising middle class in SEA. Management woke up and stopped splurging on path of global domination. Multiple consecutive quarters with great numbers and garena user growth. The great fear of tiktokshop taking over is losing steam, so nothing left to keep this stock down any more. Great balance sheet and stock price for this kind of growth opportunity. This popping $100 seems likely after another strong earnings report soon.

$Meta Platforms, Inc.(META)$ No more Zuck Bucks left for buybacks. You know what that means, billions of shares still left, the majority not even owned by anybody and the price is too high for the average person to afford even 1 share, lol. I guess the only gimmick left is to do a share split.

$Coinbase Global, Inc.(COIN)$ Coin beat earnings. This should be the floor. Everyone was selling because of scary…….. because stocks dropped they sold here thinking the same way. There will be some shorty’s and haters, but I expect some buying to take place stealing shorts money trying to cover. Making it harder for shorts to cover.

$Lumen Technologies(LUMN)$ Great turnaround week for LUMN -- however, we don't trust it and all the puffery was met with a -40% in 3 days after the AH high on Tues. We know this Sector (30 years working directly in the C-Suites for Fiber network rollouts) and Company (in its previous structure) very well. This sector always run through a few "spikes" only to be ground down to "dumb pipe" realities. You can puff all you want, however, LUMN is no different. The "spikes" for this sector in the past 5-7 years have gone from months to days. Thus, we fully expect this current spike to largely be extinguished by the latest, late August. LUMN is worth, at most, $3.00 - 3.50/share. Have a great weekend all.

$Advanced Micro Devices(AMD)$ AMD CEO Dr. Lisa Su on Q2 earnings beat: Very excited about the traction that we're seeingDr. Lisa Su: “It is absolutely true that compute is really the foundation for what unlocks all of this, you know, A.I. capability. It is true that the supply chain is very tight right now, and frankly, people need more compute.We're in a very, very strong position in the sense that we're continuing to ramp up our MI300, which is our A.I. Compute Chip, but we also see, actually, you know, broader demand trends that say, even in traditional compute that had taken, you know, a little bit of a slower start for the year has actually seen some very positive signals, so we see that on the traditional datacenter

$Unity Software Inc.(U)$ U some things that stuck out to me: Industry vertical grew 60% yoy, they signed up Audi, Diageo (owner of Guinness etc) and Bosch amongst others. Industry now represents 18% of business up from 14% last year. Gross margins improved to 84%. I remember when they were in low 70% a couple years back. Strong sequential improvements there. New Head of Product for Grow sounds like a heavy hitter who can bring that product where it needs to be. Comps next year will be favourable. CEO clearly knows gaming industry and gaming engines back to front and is very passionate about it. He was a large a customer of Unity previously. Jury is out on whether he’s an effective ceo but he certainly knows the ins and outs of the business and what U

$Novavax(NVAX)$ Fake smarties will give unverified stats, fake numbers, question the performance as if they have invested 10s of millions of dollars with NVAX... watch out. It is good to have healthy discussion but these are just drainers for nothing. Just ignore them or mute them.

$Microsoft(MSFT)$ Stock splits generate interest from investors, which positively impact the stock price. Split is a bullish sign for investors, especially the split from MSFT, a blue-chip company. Investors view stock splits as a sign that the company is confident in its future growth prospects

$Shopify(SHOP)$ It sounds very similar to Q2, but knowing Shopify underestimating the similar surprise like today might be in the books.Revenue to grow at a low-to-mid-twenties percentage rate on a YoY basisFree cash flow margin to be similar to Q2 2024

$Micron Technology(MU)$ It took 6 months for MU to go from $85 to $153 (Feb to mid July). Then it took 6 weeks to fron $153 to $85. This has nothing to do with company financial performance. It is all algo and hedge fund trading, especially index options.