To The Moon

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $Apple(AAPL)$  $NVIDIA(NVDA)$ MSFT TSLA SNDK MU. Looking at the MAGS, this doesn't look like a market that's scared of rate hikes.

$Apple(AAPL)$  First time in a while I've seen Apple and NVDA both green at the same time — that caught me off guard.

I've been holding $Apple(AAPL)$  since the first iPhone back in 2007. It's worked out very well for me. At the end of the day, everyone just has to focus on their own path.

$Apple(AAPL)$ Still has room to grow with services and wearables picking up steam. The market seems to be watching how the next product cycle plays out. The long-term growth story looks intact, just a matter of patience. Curious how others are viewing the setup here.

$Amazon.com(AMZN)$ I just bought AMZN at this price. The idea that AMZN won't have a good Q3 doesn't seem right to me. We'll likely see some managers back up the truck to load this stock. On Sept. 16, we'll see whether Kevin steps into Powell's shoes or not. I hope he isn't part of Trump's circle.

$Amazon.com(AMZN)$ A TTM PE ratio of 20.46 seems kind of low for a company like this. I'm thinking about loading up on some shares and holding for the next 5 years. Curious what others make of that.

$Alibaba(BABA)$ Bidu and Baba are closing the price gap on the daily. Bidu is about 2 points higher today, and it has been averaging roughly 2 points up per day over the past two weeks.

It can keep growing like crazy without adding a single new customer. More than 760 merchants are already connected. But here's the interesting part: Existing customer revenue is up 58%, NRR sits at 153%, and TPV retention is 188%. In other words, dLocal still only processes a relatively small share of its own customers' total payment volume. Future growth could come simply from $Amazon.com(AMZN)$ , $Uber(UBER)$ , $Spotify Technology S.A.(SPOT)$  or Temu giving $DLocal Limited(DLO)$  more countries, payment methods and volume. The land-and-expand opportunity here is huge.

$Qifu Technology(QFIN)$ One of the best fintech plays with a 14.2% dividend yield (ex-dividend Sep 09) and a PE of 1.95. Virtually debt-free. I think there's 7X potential from here once the international expansion plays out. I've been buying daily and have accumulated over $560,000 worth, planning to keep adding. DYD

$Huya Inc.(HUYA)$ Looks increasingly promising after Q2. AI game assistants, voice moderation and virtual hosts could improve engagement while lowering content-production costs. Management is also reviewing streamer economics, which may create additional operating leverage. I'm bullish on this one.