$Alphabet(GOOG)$ I would argue that a breakup of Alphabet might be good for shareholders. As long as people keep using Google as their default search engine, the ads business will be fine - maybe they lose some efficiency by not holding every side of the auction. And then you might get businesses spun out that would earn higher margins and do great things for more clients.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ INTEL $Intel(INTC)$ and TSML $Taiwan Semiconductor Manufacturing(TSM)$ are dragging this ETF down like mad.I really don’t think it will be a good holding for a while due to those and the extreme concentration and massive leverage. I want out but my cost basis is $47.Been selling long dated covered calls on it after a big green day or 2. It inevitably dumps the next day or two and I can make about $150-$250 per contract.Growing that cash pile to DCA after the election and i should be able to get out at break even or slightly above. It was never one I would have held more than a week befo

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I’m definitely loading up on more shares—seems like a solid move right now. If you're holding long, it might be smart to pick up a few more each day to average down. But here’s the real question: when does the squeeze kick in? That’s the million-dollar question! Usually, the squeeze starts when the stock breaks through significant resistance levels or when short sellers start scrambling. Keep an eye on those key price points; once we see a strong move past resistance, that’s when things might really heat up.

$MicroStrategy(MSTR)$ MicroStrategy raising $42B to buy bitcoin. Well, that's why they aren't going to see a regular bank. Their credit rating is oscillating between CCC and B, that shit is deep in the junk category, which means they're too risky for most banks and that they're borrowing money at super high interest rates.Since they try and keep low coupon rates, they're banking on the high implied volatility of the stock by issuing close to the money convertibles.Here's a recent example :September 18, 2024 — MicroStrategy® Incorporated (Nasdaq: MSTR) (“MicroStrategy”) today announced the pricing of its offering of $875 million aggregate principal amount of 0.625% convertible senior notes due 2028 (the “notes”).The conver

$Invesco QQQ(QQQ)$ I personally think QQQ is a silly product. People say it provides a "tech lean" but it really doesn't, it just provides a "Nasdaq lean" which I see no reason that you'd actually want that. If you want a tech lean, buy VGT $Vanguard Information Technology ETF(VGT)$ . If you want a growth lean, SCHG $Schwab U.S. Large-Cap Growth ETF(SCHG)$ is good as you suggested.I wouldn't go for either of those though. I'd personally recommend a value lean (SCHD $Schwab US Dividend Equity ETF(SCHD)$ sort of accidentally provides that) and a small cap lean. Something like VBR

$Coinbase Global, Inc.(COIN)$ Glad I sold Friday at 217.50. I Sold half position. Before the peak and buy back some on each drop. Will buy back max. half of the half. I’ll get back in once it starts going up again probably around 185-190. Could go lower, but I doubt it. Lets See how deep goes side by side with BTC before next leg up.

$Sea Ltd(SE)$ The PE is admittedly high but Shopee alone is the biggest E-commerce platform by a long way in many highly populated and growing South East Asian countries. If they can maintain this and possibly expand further, this could be a sleeping giant. That's without considering the gaming and finance parts of the business.I think you'll need to wait sometime for larger returns, it may be a bumpy ride and there's plenty of competition but they're in a very good position and their valuation compared to the likes of Mercado Libre and Shopify seems pretty reasonable to me.

$Meta Platforms, Inc.(META)$ Cant wait till earnings. Up up and away. The next few years will be impressive as well. Innovation and investment will pay dividends to patient long owners of this great company.

$TENCENT(00700)$ Tencent has deeper moat than Meta $Meta Platforms, Inc.(META)$ . It is more than social media company( WeChat - 1.3 billion users, qq music - only profitable music streaming service in the world, video streaming, gaming and financial arm). Since the crackdown, it started selling assets they owned, instead buying their own shares. This year it will be 12.7 billion dollar buy back. If you care about market fluctuations, then it is not good buy. But if you only care how much capital investment return from its business, it is no brainer.

"NEW YORK, July 12th .PRNewswire/ -- Boeing [NYSE: BA] is investing $980 million in Virgin Galactic, a vertically integrated human spaceflight company. The companies will work together to broaden commercial space access and transform global travel technologies. "Boeing's strategic investment facilitates our effort to drive the commercialization of space and broaden consumer access to safe, efficient, and environmentally responsible new forms of transportation," said Brian Schettler, senior managing director of Boeing HorizonX Ventures. "Our work with Virgin Galactic, and others, will help unlock the future of space travel and high-speed mobility."$Virgin Galactic(SPCE)$