To The Moon

$Tesla Motors(TSLA)$ $300 is the new current target. Perhaps before our oct reveal? sales on the mend, competitors often have to use Tesla chargers to be reminded of the leader. Well, I have calls that are nicely in the money to see what the brightest mind and businessman and people-person can do: Elon Musk. Who has Tesla at the cusp of the AI Revolution, Robot Revolution, Solar Revolution, not to mention the EV revolution he has led the entire world into. These, of course, are just Tesla feats. Reaching for $300 soon would not be surprising at all to me. But you have to ride the bumps for the big money- with Elon

$SUPER MICRO COMPUTER INC(SMCI)$ They missed heavily on the EPS in the last earnings - like 11% vs 18%. They have also failed to provide support on why their guidance for the next year should increase that much. They simply “believe” they would be able to cut operational expenses and increase margins, this sounded week af. And we have a stock split on top of failed EPS which could be speculated to be done just to attract liquidity while company underperform.

$NIO Inc.(NIO)$ It may be getting harder for Nio to be profitable if they keep selling 5 series that has a low profit margin which allows 5 series owners to get into the Nio ecosystem which is a high cost to burden for Nio. They may want to look into downgrading these cars to Onvo for a win-win. they can be sold for a cheaper price and Nio doesn't have to cover eco system after sales cost.

$Palantir Technologies Inc.(PLTR)$ Nobody knows Palantir in Europe. They just started their US comercial market ramp. It will be a shame if you have to sell it now. This is a company to hold for compounding growth and generational wealth. Might be expensive but it will growth to it’s current market cap in the near future.

$Taiwan Semiconductor Manufacturing(TSM)$ Dont be so down the stock will recover. TSM is more important to the chip market than any other stock. Just hang on and in a year you will be completely happy. Im in at $165ish average and am not worried.

$United Continental(UAL)$ Did well on United earnings. It pushed up other airlines but I have positions in American and southwest that expire after earnings next week.Logic for trades? Simple. No way these company’s can be fucking consumers so badly and not making money.Anyone else playing LUV or AAL next week?

$Amazon.com(AMZN)$ Amzn is one of the few companies that can directly monetize their ai spend and also has more than enough excess capital to invest. most revenue is still from the retail business. And they can use their own AI to a great extent.

$Taiwan Semiconductor Manufacturing(TSM)$ Been holding it for 4 years. Love the stock. A steady riser with a very respectable dividend (for a tech manufacturer). TSM isn’t design, they’re manufacturing and have 70+% market share. Of the top 5 foundries in the world, TSM outproduces all of them hand over fist. They're building in the US, they're building in Germany and in Japan. Best run business of them all. Once the fabs in AZ, Germany, and the two new ones in Japan are complete and debt is paid, they’re going to be raking it in.The joint venture fab plant mostly owned by tsmc with 70% and 10% each for the other 3 companies. I also considered the distribution and the unforeseen expansion or demand. TSMC is basically a pen

$iShares 20+ Year Treasury Bond ETF(TLT)$ I wouldn't expect much above 105. TLT is long term rates. Even if short term rates are low, long term will probably stay 3-4%, which is what it is now.To see 120, you'd need a complete collapse in the economy and fed funds at 0 again. Can't see the happening

$Advanced Micro Devices(AMD)$ Nvda $NVIDIA Corp(NVDA)$ chip maker dropped 13.9% last week, and shed $406 billion from its market capitalization. It was the largest weekly market cap loss for any company on recordTime to buy AMD