To The Moon

$MEITUAN-W(03690)$ Recently, 80% of my portfolio has been allocated to Hong Kong stocks, and it turned out to be the right call! The market has been incredibly strong, delivering solid returns. Staying patient and looking forward to even greater gains!

$Unity Software Inc.(U)$ Today was incredibly powerful!

$Reddit(RDDT)$ It's hard to understand how the stock is trading above $100 when it has only made a profit of $25 million for the first time ever. The stock surged over $30, which translates to a market cap of around $5 billion. This situation feels absurd and ridiculous, highlighting the disconnect between the stock price and the actual earnings. Such a rally seems overly inflated, especially given the relatively modest profit figure.

$Taiwan Semiconductor Manufacturing(TSM)$ NVDA $NVIDIA Corp(NVDA)$ will have peaks and valleys. It is the new darling right now, but their projections to continue at their current growth rate is unsustainable. most of their products are bought by a few major players, and soon, they will be realize that the capital expenditure is excessive and will quickly hit a wall.TSMC is nothing like NVDA. To even compare them shows extremely weird logic.TSMC makes chips for hundreds if not thousands of companies. NVDA is just one of many of TSMC's customers. NVDA gets pricing advantage and quicker delivery of chips, but they don't get any technological exclusivity.

$Tesla Motors(TSLA)$ the problem is bigger than that. Whether i seek to be a bull or bear is immaterial. Elon made the decision for all of us by going so political. I actually agree with most of what he is doing for the campaign, America First. But the sacrificial lamb is Tesla. 50% of citizens (D's) won't ever buy a Tesla going forward. 40% (rural R's) rely upon ICE. Tesla's market is gone.

$Portage Biotech Inc.(PRTG)$ $Odyssey Marine Exploration(OMEX)$ $Vivos Therapeutics(VVOS)$ It was an extremely complicated day for me. The plays were there but I had to fight for them all the time. VVOS all day with the correct bias but always entering when the stock was running out of gas, PRTG not being able to be there during the big rise (I wanted to go long from $15, I lose it on the way down and I don't know how to go short when it goes below VWAP. OMEX was the only one that respected me a little because it didn't fall as fast as the others. I'm glad to see that more opportunities are coming up but I haven't been able to take full advantage of them. I would

$Marathon Digital Holdings Inc(MARA)$ MicroStrategy announces third debt offering of 2024, plans to raise $700M. The proceeds will be used to pay off $500 million in existing debt and to purchase more Bitcoin. MicroStrategy currently holds 244,800 BTC. I get the feeling that Michael Sailor is betting the farm on a bitcoin breakout. I'm thinking that if things go south, he's in big trouble.MARA mines their own bitcoin.

$Marathon Digital Holdings Inc(MARA)$ you’ll be able to tell when the breakout is the real deal on btc cos miners will front run. Knew the 58300 was needing to come back as Mara didn’t follow. They will always show strength on the underlying asset

$Oracle(ORCL)$ Basically if you understand technology at all and it's journey and the value of ORCL in this journey you will NOT be making bearish comments here. partnerships with Microsoft, Google, Palantir now AWS says a lot.. the more partnerships the more sticky Orcl gets and believe me it's not a piece of cake to change multimillion dollar technology investments..I bought PLTR 3 yrs ago and average down to $10 / share..look it now.. if I listened to fools here I would be kicking myself..do your own due diligence, simple and clear.Adios amigos

$Broadcom(AVGO)$ Broadcom is one of the equipment makers best positioned to be winners in the AI game. Since the technology has vast potential, to put it mildly, I wouldn't be concerned about the stock's still relatively high valuation. I agree with Vinh that it has far more room to run, and think his ambitious price target might even be too modest.