To The Moon

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Here's what the market doesn't get.Google is the only company that does have:- Its own state-of-the-art LLM models- Access to the largest database for training models- Enough money to keep up the pace of innovation for years (or decades) to come- A cloud offering that can be used to bundle products, creating a clear path to AI profitability- Its own ecosystem (Android and Pixel) that it can use to drive adoption of its tools $Microsoft(MSFT)$ does not have its own model, and recent moves by OpenAI suggest that its goals are not always aligned with Microsoft's. $Am

$Meta Platforms, Inc.(META)$ After the failures of the Metaverse, all the bashing, plus renaming the company with a new symbol, this stock has gone from around $88 to over $475 in just under two years. Someone care to explain this? I guess everybody underestimated Mark Z. He proved everybody wrong didn't he? They always underestimate us Marks it seems. However...AI growth magic only gets you so far on Wall Street though. I think this stock has run it's course. AI competition will come in various forms going forward. Many others are better. I'm going Neutral now and leaning toward Bearish if the stock stays flat here. It's out of gas. As others have said, "META stock is boring". Heck, you can get more action on Trump's

$Novavax(NVAX)$ Novavax has unlimited R&D now. This is why I think these cowen and BoA are part of these short hedge funds covering novavax. The firms giving PT of $30+ are normal forms and being are being very conservative. The real value is $120/share. Again—short squeezes are multi-day events. keep holding and buying the dips

$Plug Power(PLUG)$ There was a time to avoid $Amazon.com(AMZN)$ $Netflix(NFLX)$ $Tesla Motors(TSLA)$ $Apple(AAPL)$ $NVIDIA Corp(NVDA)$, when they were close to bankruptcy and then there was a time to invest when the share prices were in the "Goldilocks zone."The business survival and eventual success of Rockefeller/Standard Oil, $FedEx(FDX)$ , $Microsoft(MSFT)$ , and Apple can be traced back to single date in history, where if

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI is heading toward $1,300 and BEYOND because of its recent stellar earnings and guidance. In fact, SMCI has consistently beaten earnings expectations for over 4 consecutive quarters! Get ready for our next take-offs because we will take-off – WITHOUT ANY ADVANCE NOTICE! Patience pays, besides having the certainty that SMCI is a great company with a great future.Fly Flying GIF

$Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ If it keeps going up like this for five more days, I might actually break even! Bought at 100 HKD, now I'm wondering... what's a realistic target? 130? 150? Or even 500? Hmm, I'm feeling ambitious, but I gotta be realistic too. I think 150 would be a sweet spot. But hey, if it hits 500, I'll be over the moon! 🚀📈🎉 Let's see what the market brings!

$NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ A tech company with revenues and no profit, trades at 5 X Sales. $7.5 B = $37.5 B divided by 2.34 B = $17.86. NIO should be trading over $17 by any metric. The banks talked NIO down far below its enterprise value and disconnected the SP from the real value. NIO would cost $135 BILLION to replicate. It has a $12B Market Cap. Huge upside here

$Alibaba(BABA)$ $Alibaba(09988)$ I have been successfully swing trading BABA & wait for a return to the bottom. I also hold a long $98 long position established more than a year ago. If BABA continues to climb I may escape by breaking even or maybe with a small gain. Any losses at this level will be more than covered by my short term gains. So, I fill the popcorn bowl & get comfortable. I am sure we all have other fish to fry. ;>))

$Taiwan Semiconductor Manufacturing(TSM)$ Make no mistake, TSM is the only major real bargain left, primarily because of a misunderstood risk profile that most people haven’t really spent the time to think through. This company should be sporting a much higher multiple - at a minimum it should be premium to the market and on par with all the other megacaps. And the earnings and revenue growth shown in the outer years is much lower than what will actually happen. Look, virtually every single cpu compute platform has to be replaced with a CPU+GPU platform. TSM is it going to provide a major chunk of that growth. And it is only a matter of time before TSM joins its peers in the trillion dollar club.

$Marathon Digital Holdings Inc(MARA)$ MARA is going to have to at least stay above 20 in order to be bought for the S&P 600 long term. Who wants to buy the stock only to have it lose 25-30 % ? All the negative sentiment here, makes me think MARA will be doing great soon. Get ready for earnings day shi about to go up a lot see y’all at $30 short squeeze coming up 🚀🔥🔥🔥