To The Moon

$TENCENT(00700)$ Tencent's position is around 65% now. If it's down again tomorrow, should I consider taking profits, like 1/3 to 1/2?I'm optimistic in the long run, but having such a high concentration in one stock is quite risky. Even after taking profits of 1/3, there's still over 40% in Tencent. If the price drops later, I can buy back in. Since individual stock holdings between 40-50% are reasonable, I don't feel too bad about it. What do you all think about this approach?

$Apple(AAPL)$ apple’s China iPhone shipments soar 12% in March, indicating Tim Cook was absolutely correct about the enthusiastic sales sentiment in China, and the negative “independent research” was questionable if not criminal. Go AAPL!

$Walt Disney(DIS)$ So Disney has three divisions. Theme parks are doing great. But as I posted a week or two ago they really are squeezing as much money per visitor as they can. To the point it really isn't enjoyable. Long lines, etc... But credit to Disney they really do bring in the people. Their international operations have expanded and that is where the real growth is. I think they are making the right decision to poor money into their theme parks. If they grow them so will the revenue. Parks are basically at capacity.The rest of the company though is a hot mess. Streaming is literally cannibalizing what used to be monies from cable, monies from licensing, and monies from movies. If you look at their pipeline in this

$MicroStrategy(MSTR)$ The short squeeze is just ₿eginning. MSTR is expected to reach $2,500 in the next three to six months. Many investors hold MSTR shares for the long term and are not day traders like Kelley; nor is it necessary. Holding MSTR over long stretches is justifiable if ₿itcoin's trajectory continues its upward trend over the years, as MSTR's value is likely to follow. In my view, MSTR has the potential to surpass ₿itcoin's performance due to a deserved higher multiple over its ₿itcoin assets. To say that MSTR is solely a trading stock is an oversimplification, and to a true believer in ₿itcoin, absurd.Longs might appreciate the liquidity that day traders provide or appreciate the occasional short squeeze that causes buying to cover,

$Advanced Micro Devices(AMD)$ Based on estimates for the next years, AMD will show a very strong growth in Earnings Per Share. The EPS will grow by 32.66% on average per year.Based on estimates for the next years, AMD will show a quite strong growth in Revenue. The Revenue will grow by 16.88% on average per yearAMD Positions for AI Leadership with Expanded Portfolio, Quadrupled R&D Investment Ahead of Major Computex Announcements+8.24% as of right this second since $143.75 entry last Wednesday. I'm happy as hel! What say ewe?

$SUPER MICRO COMPUTER INC(SMCI)$ smci went to 1200, crashed to 700. Went to 1000, crashed to 700. Went to 900, crashed to 700. Problem for the shorts is it now has earnings for support. And high growth. Going up twenty bucks here and fifteen there is what you want to see. It is now matching up with climbing earnings. And solid support at 700. Solid double in a year and probably a double in 2026.

$Alibaba(BABA)$ $Alibaba(09988)$ $BABA It's an easy triple stock in 1-2 years. Lot of potential in BABA shares, one sincere advise, please don't buy options, just buy stocks and also not in margin... You will do fine, better than buying any of the Mag 7 US stocks.

$Microsoft(MSFT)$ MSFT P/E is smaller than that of $Advanced Micro Devices(AMD)$ AMD; $Palantir Technologies Inc.(PLTR)$ PLTR; $SUPER MICRO COMPUTER INC(SMCI)$ SMCI, $Intel(INTC)$ INTC; $NVIDIA Corp(NVDA)$ NVDA; $Chipotle Mexican Grill(CMG)$ CMG; $Amazon.com(AMZN)$ AMZN; $Netflix(NFLX)$ NFLX; $Tesla Motors(TSLA)$ TSLA, etc. MSFT great AI growt

$Sea Ltd(SE)$ I see the TikTok ban as a double edged sword for Shopee. I'm not sure what to make of it. On one hand, it hurts TikTok's bottom line, which might force them to increase margins in Southeast Asia. But on the other hand, TikTok might decide to invest more aggressively in Southeast Asia as they just lost their most important market, I'm especially concerned they will use the money from selling TikTok US to invest in Southeast Asia as one of their most promising markets. It depends completely on TikTok's strategy, so at this point I can't say if it's a good or bad thing for Shopee.

$Palantir Technologies Inc.(PLTR)$ I fail to understand why this stock is languishing so close to the earnings release. All signs I see point to another blowout.Last week I sold a hundred 22.5 calls and even though the stock closed a couple of cents in the money, my shares were not assigned. Go figure. Thinking I had lost those shares, I repurchased them after-hours, fortunately at a price even lower than 22.5. 'course, Saturday I learned I have twice the number of shares I expected. Hold 'em or sell? The stock price is simply not performing as I anticipated. Valuation? Israel? Anticipation of stagflation? Where's the falling shoe? What am I not seeing? Or maybe investors will finally wake up and start buying this week.