To The Moon

$Trade Desk Inc.(TTD)$ As a global leader in digital advertising, The Trade Desk operates worldwide, serving top-tier brands and standing as the only international platform dedicated to helping Chinese companies expand overseas. With extensive Open Internet advertising resources, TTD covers 225 countries and regions, reaching 4 billion internet users—enabling seamless, multi-scenario consumer engagement at the click of a button. As the digital ad market continues to grow, TTD’s global reach and technological edge position it as an indispensable force in the advertising industry!

$DONGFENG GROUP(00489)$ Big volatility, but as the saying goes, "The bigger the waves, the more fish there are." The restructuring announcement from Dongfeng Group and Changan Auto sparked strong market expectations for a potential merger between the two major state-owned auto enterprises. If the merger goes through, the new group will have an annual sales volume of 5.16 million units, propelling it into the global top five automakers. The optimism around resource integration and synergy was reflected in the market, with the stock price soaring 25.7% on February 10th and another 7% increase on February 19th. Looking long-term, if the merger succeeds, it will significantly boost the scale advantages and transformation efficiency of both companies.

$Micron Technology(MU)$ Recently, there’s been growing investor interest in Micron, especially with their advancements in high-bandwidth memory (HBM) which is becoming crucial for AI hardware. Micron’s partnership with $NVIDIA(NVDA)$ only strengthens my confidence in their future prospects. During Nvidia’s announcement of their new GeForce RTX 50 Blackwell gaming chips, Micron was highlighted as a key memory provider for the GPUs, and their GDDR7 (G7 memory) technology is outperforming other suppliers. Coupled with the news of Micron’s new advanced packaging factory in Singapore, I’m excited about the future growth potential and the returns this trend might bring. This is definitely something every investor

$Taiwan Semiconductor Manufacturing(TSM)$ Just started a position in TSM at $156.50. Only half a position at this point but willing to double up if the stock drops another 10%. Semiconductors are undeniably the most important sector of the economy for the next few years. I have no idea who the winners will be. Right now the market believes it’s Nvidia, but AMD and Broadcom were behind but are quickly catching up. Amazon, Google and Apple are all designing their own custom chips. Regardless of who wins EVERYONE is going to get their chips manufactured by TSM. It trades at a 19x FPE and the company is growing earnings at 40% YoY and sales at 25% YoY.

$Taiwan Semiconductor Manufacturing(TSM)$ So much BS out there about TSM. Flak. Target. Enough said. China risk is overblown. Bogus legal issues. It never ends. We're talking about companies reporting great earnings and getting slaughtered for weeks. If AI was a 'bubble' why are there such impressive financials to accompany the 'hype'. There is a club and they don't want retail in it.

$NIO Inc.(NIO)$ NIO has already kickstarted the 2nd shift operation of Onvo L60 production preparation to begin producing near the end of this month or early next month. It will also compete the 3rd factory by next year in anticipation of growth of sales. This indicates that the pre-order volume is certainly high enough to expand the capacity.

$NIO Inc.(NIO)$ After Nio unveiled its Onvo L60 model in May, production vehicles rolled onto the assembly floor at a company plant earlier this month, and deliveries will begin shortly. It's a big step for Nio, which hopes the L60 will attack Tesla's Model Y market share in China. The latter starts at around $34,000, while Nio's L60 will check in about $4,000 cheaper in China. It's also possible that with battery leasing, as Nio does with its other models, the L60 could be even more affordable.

$GameStop(GME)$ A company is only as strong as its finance and accounting team, history has shown us that even the biggest corporations, like Enron and Lehman Brothers, have collapsed due to poor financial management. In contrast, GameStop’s financial team is exceptional, with a firm grip on the company’s financial health. This is why GameStop continues to thrive, while others like Game Mania in Belgium falter, not due to a lack of interest in gaming, but because of poor financial oversight. GameStop’s financial leadership knows exactly what they’re doing, ensuring the company's long-term success.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC has 2 fabs in the PRC already. Plenty of Taiwanese engineers in Shenzhen as well. Approximately 100,000 or more.The issue is SMIC and other domestic competitions are taking away TSMC low end business of legacy chips. Which reduces their R&D budget.Also PRC is actively derisking their chip industry to be US independent. So less orders for TSMC since the PRC is the biggest market for chips.Not to mention delays in the US TSMC chip fab construction.

$Micron Technology(MU)$ Playing the longer memory cycle interval. Really hard to believe in this longer than normal cycle, we've already topped. But if we have, no problem holding it long to sell in the next cycle. GLTA, longs shorts and day traders.ref. MU stock price since the beginning of time.