To The Moon

$Intel(INTC)$ Can we please stop the negativity with Intel? Yes, they are investing $150B+ to build out the worlds' most advanced fabs. Yes, they will not make anyone rich quick. Everyone would love a quick gain, but Intel is doing this for the its future and for the USA's future. Please stop all the doom and gloom talk. Intel is doing just fine. Stop with the talk about how they are a "has been" who are incapable of doing great things. By the end of the year, Intel will be the process leader having features sizes smaller and performance better than $Taiwan Semiconductor Manufacturing(TSM)$ 's nodes. Stop saying they are getting "bailed out". THe CHIPs act just provides subsidies

$iShares Bitcoin Trust(IBIT)$ The "why" that Bitcoin doesn't behave as people expect is because it ISN'T what people expect! It is NOT a stock. It is NOT a security. It is NOT a currency. IT IS A COMMODITY! And even more it has PLANNED INCREASING SCARCITY AND A PLANNED FINITE END OF SUPPLY. Once you grasp this reality everything becomes clearer.I’ll buy when pps is $37.50 / yes it sounds goofy wanting to pay substantially more than the current price but it has always worked well for me to buy only when trending up.usual behavior---pump a stock, then the folks sell for profit... usual behavior;now you must hold, or sell for a loss. look at charts--add small ibit as it it goes up-- in 2025.Puppy Love GIF by MyMorningDog

$NVIDIA Corp(NVDA)$ NVDA, Best-Worst-Kept-Secret in the market.... "It's going up"It's that simple.The one thing to look out for, and this isn't even a negative, is that consensus is so stronglyin favor of a blowout earnings, that we may see all the gains mount up heading into earnings.In that case, the report will simply confirm the move, reiterate crazy guidance, and lower the forward p'/e again. Oh... and Jensen IS a fan of stock splits... so we could see an announcement. Then we're in for gargantuan growth in volume, as options would become dirt cheap. So much good stuff to come!!!Enjoy the ride people.

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI is not a short term play. It's amazing how people get so frightened with short term consolidations. Super Micro will get the lion's share of all the Ai investments. Why? They have patents on their liquid cooled motherboards, and no other company can match them. If you want to miss that, well it's your choice.Even as Bidenomics implodes, SMCI will still be around. For the annual period, Estimates anticipate earnings of $22.15 per share and a revenue of $14.76 billion, signifying shifts of +87.55% and +107.26%, respectively, from the last year.To The Moon Gme GIF by Partiful

$Coinbase Global, Inc.(COIN)$ Consider this: At first glance, the ETFs appeared to be bad news for Coinbase, as it offered investors access to BTC thru their brokers. But 90 percent of the crypto held by the ETFs is held in custody by Coinbase. Coinbase charges a custodial fee for this, the details of which we don't know, but you're talking about tens of millions of dollars.Hong Kong is set to approve their spot BTC ETF this week, and within a couple years we could see dozens of these ETFs. That doesn't begin to account for ETH and Solana ETFs that might open up. All paying fees to Coinbase for use of their cold wallets.On top of all this, there are transaction fees that are a percentage of the going rate of these coins.

$Alibaba(BABA)$ $Alibaba(09988)$ I thought shorts are more diligent evaluating numbers for the companies they are shorting but not the case for BABA. They have no clue what they are shorting, just pray and hope the stock price will magically sink. People like this deserve to loss all. BABA is up 6x the Nasdaq… looks like a good start…

$Taiwan Semiconductor Manufacturing(TSM)$ My prediction for the quarterly report on the 18th...1. sales revenue increase+20% for quarter2. net income +35%3. profit margin improvement to 45%4. guidance of increasing sales to +30% for the next 6 quarters due to the increasing 1 year back log...I think it'll be a blockbuster quarter report that announces a new 2 year cycle for demand in semiconductors thru 2025 because of the high demand by companies adopting AI onto their platforms. I literally mean 2/3 of the fortune 500 companies embarking on this new path...short term target $175 on the report and guidance.long term target $375-$450 target in 1 year's time.Laugh Laughing GIF

$Microsoft(MSFT)$ I don't think most can go wrong with a growth portfolio invested almost entirely in MSFT and $Amazon.com(AMZN)$ . Both will likely be up 20%+ over the next year without as much volatility of an $NVIDIA Corp(NVDA)$ / $SUPER MICRO COMPUTER INC(SMCI)$ . As AI gets monetized via subscriptions and cloud service (both dominated by MSFT and AMZN), the service providers will drive the demand for hardware (NVDA). However, NVDA relies on constant chip growth, whereas MSFT can get 100 million users onto CoPilot and increase its earnings multiple with another stream of recurring subscripti

$Sea Ltd(SE)$ Just added some more shares today – feels like a great move! Whenever there's a bit of weakness in the market, that's the time to buy. 📈💰Hold tight and wait for those juicy gains to come rolling in. Just like after the last earnings report, I'm betting this stock will shoot up again before the next one. And let's face it, this valuation is a steal! Take advantage of it while you can, guys. Don't miss out on this opportunity!

$Apple(AAPL)$ I honestly don't see how Apple greatly benefits from A.I. Apple is basically a people company. It will be nice if Apple products have some A.I. features but so will other companies' products. It's not as though Apple will suddenly become an A.I. company capable of running massive LLMs. Apple isn't exactly buying tens of thousands of A.I. processors for their data centers like other tech companies are doing. Let's not go overboard with this A.I. nonsense.