To The Moon

$Tesla Motors(TSLA)$ With all these positive catalysts like lower interest rates and the Robotaxi AI launch, it feels like a no-brainer to hold onto TSLA. The Bitcoin halving cycle and solar energy growth just add fuel to the fire! I’m definitely keeping an eye on that P/E ratio, but honestly, I can’t see why anyone would want to sell right now. TSLA feels undervalued, and I’m all in for the ride! Let’s see where this takes us! 🚀

$NVIDIA Corp(NVDA)$ I have been doing a deep dive on Jensen himself, watching hours and hours of his interviews on youtube. His management is superb. Never mind the actual market opportunity NVDA has... on the management side you could ask for nothing more. He thinks and rethinks NVDA strategy daily. He disseminates information to all employees (with 60 direct reports instead of 2-3) and keeps everyone abreast of his decision-making so everyone can learn. He's going to make everyone a CEO-thinker over time. He also works flat-out, day in and day out, no holidays. Regardless, in the medium term at the very least, this is a very safe company and reasonable forward valuation with absolutely no hint the world has had enough G

$Meta Platforms, Inc.(META)$ Here we go again, back at the $540 mark! I’m really curious if it’s finally going to break through this barrier or if we’re going to see it slide back down to $500 again starting tomorrow. It feels like such a pivotal moment. I’m hoping for a breakout this time; it would be great to see META push higher!

$Broadcom(AVGO)$ I highly recommend buying the dip on Broadcom. This semiconductor and networking company is excelling at increasing its sales and profits. What’s even more encouraging is that estimates suggest this growth isn't slowing down anytime soon. Analysts expect nearly a 30% year-over-year increase in profits for next year.

$Li Auto(LI)$ $LI AUTO-W(02015)$ I think it's fair to say that Li Auto doesn’t really have much of a competitive moat. If there’s any slight differentiation, it’s definitely their founding team, which seems stronger than those at other car companies. I’m pretty optimistic about Li Auto’s growth over the next three years, though. I’m really curious to see if their smart driving technology can create a more sustainable competitive edge in such a crowded market.

$Meta Platforms, Inc.(META)$ It’s no longer a bargain, but let’s be real—the price is around the same as the S&P, and when you compare it to the S&P, this company shines. Its balance sheet, margins, business model, market share, and future growth potential all outshine the competition. I’m totally on board with the Strong Buy rating. Given how solid the fundamentals are and the high likelihood of strong Alpha returns, it’s hard to ignore the potential here. Even though it’s not a steal anymore, I think it’s still a fantastic investment opportunity.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ All bad news including law suits priced in. PE is cheaper than Campbell soup. Goog trades at forward PE of 17. Highly undervalued. Big guys have started loading up from today. Once it clears 158 it’s blue skies. We can easily see a 5 percent up day tomorrow for google GLTA.

$Microsoft(MSFT)$ MSFT is definitely a no-brainer AI stock to buy right now. If you don't get in now, you might be looking at buying it at $460 in the near future. The company's AI focus is really paying off, and it’s poised for some serious gains. So, grab it while you can—don’t miss out on this opportunity!

$Microsoft(MSFT)$ The high target is set at $600, while the average is around $496.67, and the low target is $440. Most are giving MSFT a Strong Buy rating, which is a pretty strong endorsement. If you’re holding onto MSFT, my advice? Be patient. Don’t jump the gun and sell just yet. The stock has solid potential to climb, and selling now might mean missing out on some serious gains. Now, if you’re thinking about adding to your position, consider grabbing MSFT at $460 or lower by December. That could be a sweet spot to get in at a decent price before any potential upward swing. In the long run, holding tight or buying more at a good entry point could really pay off. Just remember, patience is key here.

$SUPER MICRO COMPUTER INC(SMCI)$ As I have said and will continue to say Buy when others are fearful, Sell when others are greedy. In addition: Don’t be mad at the shorts love them because when they bring down the price, we can buy cheap and repeat the cycle. I love eating the shorts lunch on good companies.