To The Moon

$NVIDIA(NVDA)$ 's dominance in high-performance chips is undeniable. Those securing a spot in its supply chain have seen stellar results. This investment thesis has proven right, and I'm sticking with it. Bullish on what's ahead!

$Navitas Semiconductor Corp(NVTS)$ Still bullish on Navitas! NVTS is building a solid base here. Just waiting for a catalyst—strong earnings or a design-win—to ignite the move. My thesis holds strong; patience will pay off.

$Baidu(BIDU)$ , an early pioneer in "All in AI", is now cashing in! Their just-released Q2 report shows AI-driven revenue (smart cloud & autonomous driving) smashed through 10B RMB, soaring 34% YoY. With such deep AI expertise and trading at just 10x PE, $200 seems totally within reach. Holding strong and staying bullish!

$Palantir Technologies Inc.(PLTR)$ signs a LOI with Poland's Defense Ministry, steadily expanding its government footprint. This further validates its core business model. Confident in its long-term value as new highs approach.

$CRITICAL METALS CORPORATION(CRML)$ $500B market cap for CRML? Absolutely solid thesis. The key shift this year: projects moved from "testing" to "on-ground execution". With a robust cash position, they're fully armed. I'm staying bullish and waiting for the value to unfold!

$Robinhood(HOOD)$ Still bullish on HOOD! Crypto's future is vast, and they've already launched products that drive revenue—way ahead of competitors still stuck in the PPT phase. This is the " $NVIDIA(NVDA)$ of Finance". The dominant leader is destined to soar higher. Let's go!

$Oklo Inc.(OKLO)$ This AI bull market is lifting nuclear energy too! OKLO's epic rally says it all. With the US pushing nuclear expansion and the future of fusion, I'm confident in my investment thesis and remain bullish.

$CoreWeave, Inc.(CRWV)$ Big news from CRWV! The Chief Development Officer confirmed a major shift: client contracts are jumping from 3 to 5 years. This solid proof of rocketing "inelastic demand" for computing power greatly enhances future revenue visibility. Staying bullish!

$Opendoor Technologies Inc(OPEN)$ is no longer just a broker; it's redefining real estate with AI and algorithms, and will be a key bridge to tokenization. I firmly believe in my investment thesis and remain bullish on this platform tech company's future!

$Advanced Micro Devices(AMD)$ 's partnership with OpenAI gave the stock a massive 51% boost! But beyond the short-term hype, I'm betting on the long game. AMD's "open ecosystem" approach is a strategic masterstroke, proving more resilient and full of potential than closed systems. With the Fed pivot and sector rotation in play, I'm holding strong – time will prove AMD's strategic vision.

$Coinbase Global, Inc.(COIN)$ BTC breaks out strong this weekend, firmly above $110k. The bottom is solid. $COIN, as a core beneficiary, is just starting to tap into the stablecoin dividend. My investment thesis holds — staying bullish!

$Advanced Micro Devices(AMD)$ scores again! Teaming up with the U.S. Department of Energy on a $1B supercomputer project for breakthroughs in cancer treatment and nuclear energy. The stock is reacting positively. As the AI arms race heats up, AMD's tech is proving its worth. Bullish in the future!

$SUPER MICRO COMPUTER INC(SMCI)$ The pullback is over, this rebound means business! With the AI server market on fire, the next earnings report will be the key catalyst. Bullish on SMCI resuming its uptrend and charging toward $70 by Christmas!

$Tempus AI(TEM)$ is knocking on $100's door! Its secret sauce is that massive (and growing) multimodal real-world database. This is a total game-changer in the AI healthcare race. $10B+? We're just getting started!

$NuScale Power(SMR)$ Bullish on SMR! With the global energy transition and AI's massive power demand, nuclear is back in spotlight. SMR, as the safer & more flexible next-gen solution, has huge potential. Holding strong for the long run!

$Oklo Inc.(OKLO)$ Just pocketed some gains from OKLO, but the real show is just getting started! Holding this requires patience and conviction. With the nuclear renaissance and AI's massive power demand, its growth story is far from over — $20B market cap is nowhere near the ceiling.

$Bilibili Inc.(BILI)$ has broken through last year's high of 238.8! With resistance turned to support and strong tailwinds from gaming & monetization, the path is clear. A $20B market cap seems just a milestone on the way up. Bullish!

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ What an epic surge for Tesla $Tesla Motors(TSLA)$ this week! With FSD rolling out and Optimus exceeding expectations, this rally might just be the beginning. Holding TSLL tight - the real journey is ahead!

$Baidu(BIDU)$ finally broke out with volume after a long consolidation! With bullish MACD crossover and moving averages aligning, the technical setup looks solid. I'm sticking to my thesis on its AI monetization and earnings recovery – staying long for the next leg up.

$Strive(ASST)$ 's small-cap strategy is working! Focused on the US infrastructure theme, policy dividends unfolding. Volatility remains but long-term thesis solid - holding for value realization!