To The Moon

$Eastside Distilling, Inc.(EAST)$ It shot up too quickly, and now it seems like everyone’s cashing out. There are definitely more sellers than buyers at the moment. But hey, I think we might see a bit of a bounce back come Friday. I’m holding onto my optimism here—things can turn around, and a little faith goes a long way. So, let’s hang in there and see what happens.

$C3.ai, Inc.(AI)$ The earning report is very good although not perfect. The losses were slightly narrower than expected, revenue growth was paltry and in line with Wall Streets expectations. The market is definitely overreacted to it. I am glad buying a lot of shares between 18.58 to 19.48 . It will bounce back above 23 sooooon.

$Marathon Digital Holdings Inc(MARA)$ MARA could easily bounce back to $18 in a week if it gets the usual support. But right now, the market sentiment is all over the place, making the stock bounce sideways until some good news comes along. It’s like we're stuck in a waiting game, and the stock’s just wobbling around until something positive gives it a nudge.

$S&P Global(SPGI)$ this is a great company. The dividend growth mutual fund VDIGX recently added this holding - and they typically only hold about 40 equities. My feeling is that SPGI valuation is toward the high side. I have a modest amount now, but would wait until a more favorable valuation before adding more. I try to only buy long term "never sell" investments.

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Looks like we're in the middle of a high-tech sell-off! Don’t panic—just hold onto your shares. It feels like big money is trying to shake us out and scare us into selling. But honestly, I think Google is now a solid value stock. If you believe in its long-term potential like I do, this dip could be a great buying opportunity. It's easy to get spooked, but remember, this could just be a temporary blip. Hang tight and stay strong!

$XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ Wow, Xiaomi’s up 21% since August 6th—impressive! It’s awesome to see how solid performance can really drive the stock. When a company is delivering strong results, it’s like everything just falls into place. This just proves that good fundamentals can lead to some serious gains. It’s exciting to watch, and definitely makes me feel even more confident about holding onto those shares!

$Affirm Holdings, Inc.(AFRM)$ I’m feeling pretty confident we’re heading to $50 next week. Just look at Apple $Apple(AAPL)$ Pay—it’s got over 500 million users, which is 25 times what Affirm has. That’s a huge gap and a massive advantage for Apple. It’s clear that Apple’s scale and user base are light-years ahead. If that doesn’t set us up for a solid jump, I don’t know what will. So, buckle up—it looks like we’re in for an exciting ride!

$Dollar General(DG)$ I snagged a few cheap $110 puts on DG just as a safety net, but honestly, I don't think I'll need them. This quarter feels like the real test for the stock. With market share gains, reduced shrinkage, and forecasts for lower interest expenses, things are looking up. If DG delivers on these fronts, it should be smooth sailing. I’m optimistic that these puts will end up being a waste of money, but better safe than sorry, right? Just keeping my eyes peeled for any surprises.

$Microsoft(MSFT)$ It’s difficult to time the market; thus, I am not a day trader. I regularly accumulate few shares to hold LONG term (I wish I could afford large quantity). MSFT excellent performance & the best big CAP stock. Stock trading is the transfer of assets from the impatience to the patience. Be patient. Don’t sell. Buy more. MSFT fundamentally strong, and rises up sharply in the near future

$Apple(AAPL)$ I'm very long AAPL, but AI is overhyped across the board. This is as true of $Microsoft(MSFT)$ as Apple. I'd ignore it and invest accordingly. Remember the 5G hype? It's a good thing, but nobody profited from it. Ignore the latest hype and invest accordingly. No one should be investing in non- $NVIDIA Corp(NVDA)$ tech companies for the prospects of AI.