To The Moon

$McDonald's(MCD)$ From a long-term perspective, food poisoning incidents are one-time events. McDonald's biggest challenge right now is its declining performance and same-store sales growth rate. In the most recent quarter, the same-store sales growth rate decreased by 1%. It's hard to say how effective the new $5 meal combo will be. Based on the projected EPS of $11 in 2024, the current stock price of $300 corresponds to a price-to-earnings ratio of 28, which is too expensive.

$Direxion Daily FTSE China Bull 3X Shares(YINN)$ This is just absolutely ridiculous. Whenever you see this guy getting all hyped up, it’s time to prepare to jump ship. You should either sell off your investments or consider reducing your holdings before things get worse. Trust me, it's better to be safe than sorry!

$PayPal(PYPL)$ This is for the long term investor. PYPL is clearly focusing on product catalysts to distinguish product and improve margin and profitability (more important than pure growth near term) and will then continually weave other products into a complete fintech ecosystem, focused dually on merchant (lower fees long term once they settle transactions in crypto and take on VISA $Visa(V)$ , Mastercard $MasterCard(MA)$ ; new marketing product focus with huge margin) and consumer (comprehensive sticky fintech ecosystem). And they are undertaking the product transition while profitable and able to generate more than $1.0B free cash per qu

$NIO Inc.(NIO.SI)$ Question is... will the head and shoulders hold and we go lower, or will it fail and we break out? I'm betting shorts traded the technical charts and I'll give them credit for a well played trade... but I'm betting the head and shoulders trade fails and we break out to the upside with numbers due in just a few days. If Nio breaks lower, look for cheap LEAPS 6 to 12 months out. Nio is trading textbook chart technicals.

$Tesla Motors(TSLA)$ Too bad he turned off over half the customer base as return customers with his politics, and over half of would-be customers, and had an unexpected mass cancellation of Cybertruck reservations that has now exhausted the entire CT Reservation List, and Elon's Employees are also trickling out the door to get new jobs, which means employee performance will be down this quarter and going forward. What good is a perfect Supply Chain for a product that has reduced sales appeal?

$Marathon Digital Holdings Inc(MARA)$ I repeat, for those hodlers out there, this is just the beginning of life changing wealth. Short term, it can rip up or down depending on the upcoming election (Presidential and congressional). But after the fog clears, regardless of who wins* bitcoin will rally upward. *if we get a sweep in both, the all time highs might get dampened. But nonetheless risk on assets will climb higher.

$NVIDIA Corp(NVDA)$ I’ve got some fun thoughts. NVDA less outstanding shares (a lot less) than Apple $Apple(AAPL)$ . Apple profit margins around 30%+, NVDA 50%+. Blackwell chip sales, investments, setup consulting, software residuals, new gaming support, etc. of over $200billion in 2025? These base numbers put NVDA over $275 per share and they will earn more than apple at over $100b. Anything I missed will be gravy.

$Advanced Micro Devices(AMD)$ We are adding more AMD shares as the stock continues to slide following its Oct. 10 Advancing AI event. With the price dropping more than 10%, we see this as a solid long-term buying opportunity. Despite the recent dip, AMD remains well-positioned in the semiconductor space, and the current pullback provides a chance to capitalize on its potential future growth.

$JD.com(JD)$ The JD situation is starting to unfold, with some investors beginning to go long on Pinduoduo $PDD Holdings Inc(PDD)$ while shorting JD. However, JD's strategy is to stabilize its stock and avoid declines because if it drops, it could trigger panic, making recovery difficult. Yet, the more JD tries to prop up its stock, the more opportunities it creates for others to short it.

$Microsoft(MSFT)$ My personal understanding:Investment in AI is shifting towards applications.Microsoft's Office has significant potential as a productivity tool.Google $Alphabet(GOOG)$ and Meta $Meta Platforms, Inc.(META)$ primarily rely on advertising revenue, and AI won't significantly increase ad performance, limiting its impact.Tesla's $Tesla Motors(TSLA)$ self-driving technology is a key highlight of AI applications.Apple $Apple(AAPL)$ and Amazon $Amazon.com(AMZN)$ are currently contemplating their AI app