$Marathon Digital Holdings Inc(MARA)$Wall Street is finally buying Bitcoin like crazy! I've been steadily increasing my position in Marathon Digital Holdings (MARA) all year, and what a wild ride it has been holding onto this stock. I don't want to get too greedy, but reaching $40 would certainly be a nice milestone!
$NVIDIA Corp(NVDA)$142=35 multiple of next year’s eps of $4.06(fiscal 2026). If $5.7 eps become visible for 2026 (fiscal 2027), guess the stock can be $180-$200. It requires the fundamental to sustain 40% growth. From fiscal 2025 to 2026, the eps growth is estimated for 43% and highly visible now since NVDA’s next generation chipset is fully sold out for next year. 40% growth for another year to fiscal 2027 ( calendar 2026) is certainly possible, but not warranted yet
$Alibaba(BABA)$This is very good price action. Decline in volatility, base formed, gradual rise. I still don’t think we’ll see the high for quite a few months. It will happen in next quarter earnings, which is 4 months away, and granted that the stimulus shows up in the top and bottom lines.
$Amazon.com(AMZN)$You might not expect Amazon, with its massive $2 trillion market cap, to be underappreciated or somewhat overlooked, but surprisingly, it is. I believe that this upcoming earnings report will propel Amazon's stock price above $200, and once it crosses that threshold, I don’t foresee it dropping below that level again.
$Alibaba(BABA)$ I recently came across a factor I had previously underestimated: interoperability. The ability to share links within WeChat can bring substantial incremental growth to any app. This reminds me of my experience at Kuaishou, where our primary user acquisition and engagement strategies were heavily reliant on WeChat. The platform's extensive reach and user base allowed us to effectively attract new users and keep them active, highlighting the significance of seamless integration between applications in driving growth. This insight makes me appreciate the power of social networks in enhancing app visibility and user interaction.
$Tesla Motors(TSLA)$ Sell TSLA , Buy OUST $Ouster Inc.(OUST)$ .One is a car company, the other is at the leading edge of advancing Autonomy.One has a CEO that embraces pseudoscience such as Optical Sensors for FSD, while the other has a CEO who advances next-gen science with Electro-Optical LiDAR sensors that 3 of the top-4 robotaxi companies all buy from (along with all the top robotics companies buying also).One has a CEO that has turned off at least half the USA as customers due to his politics, the other has a CEO who is a true engineer that remains curious about how to advance Autonomy and has been likened to the next Steve Jobs.One has a CEO
$MEITUAN-W(03690)$ To be honest, I added a full position in Meituan when it was at 170 recently. The valuation of 1 trillion RMB was quite appealing. Logically, buying in September could have been 30-40% cheaper. However, over the past month, both subjectively and objectively, Meituan has changed in the eyes of most people. It's no longer the same Meituan, even when benefiting from the bullish market sentiment driven by National Day consumer spending.
$Amazon.com(AMZN)$The price is holding strong at $190, and I will be watching closely for a potential bounce tomorrow. It's crucial to see if we can maintain our position above the 100-day moving average. If we fail to do so, the next support level is at $180. My price target remains at $190 for now.
$Microsoft(MSFT)$AI bubble is much bigger than the dotcom bubble. Software companies spent hundreds of billions developing AI software like CoPolit and META $Meta Platforms, Inc.(META)$ AI tool that very few people would use even when it's free, where and how do they think they can generate more revenue to recover their investments. Not to mention technologies keep on evolving, the hundreds of billions of hardware they acquire will become trash in a few years.
$Invesco QQQ(QQQ)$qqq ripping, futures up, oil up, bonds up. Did I miss to mention anything that goes up just now? Has the global economy completely recovered, inflation come down, wars are over, Trump president telling people how strong the dollar and the stock market have become since he took office? Or is just gargle with bleach?