$NVIDIA Corp(NVDA)$ I have had NVDA since 2013. My cost basis is .36 (cents). It has taken years for the company to develop its chips. These other tech companies are years behind. Intel could have kept up but it chose not to. When NVDA split in 2021 the stock price dropped like crazy but I held on long term because I believe in the company. They got to where they are on developing chips now the tech is AI. I’m holding on!

$NuScale Power(SMR)$ While NVDA $NVIDIA(NVDA)$ stays rock solid, small-cap growth names like SMR (nuclear) are quietly picking up speed. There’s nothing romantic about it—the logic is brutally cold: the AI battle has moved down to the physical layer. Mega-cap tech is entering a phase of “average growth,” while companies like SMR and $Rocket Lab USA, Inc.(RKLB)$ , the so-called “physical AI” plays, are sitting right at the 0-to-1 breakout point. Smart money is clearly rotating, increasing exposure to small caps to hedge against potential fatigue in big tech. Caught this move early—and it’s paying off nicely.

$Bullish(BLSH)$ US Crypto Stocks Bullish BLSH surges over 10 percent at open Strong volume price rally suggests continued momentum Profit growth and sector tailwinds support solid outlook.

$Circle Internet Corp.(CRCL)$ ’s listing marks a key milestone for stablecoin adoption, with USDC as core infrastructure. While 95% of Q2 revenue relied on USDC interest income, rate cuts pose risks. Now launching Arc blockchain to compete with $Visa(V)$ $MasterCard(MA)$ via CPN+Arc payment network, aiming to control and monetize digital dollar flows.

$Quantum Computing Inc.(QUBT)$ Made some nice gains on QUBT! Strong momentum here - ready to take off when the market stabilizes. Their new product roadshow exceeded expectations, future looks bright. Perfect timing to use my Contra688 vouchers for more shares - gotta maximize this free boost!

$JD LOGISTICS(02618)$ is ramping up its overseas warehousing game. And with $JD-SW(09618)$ ’s potential stablecoin in the pipeline, it could also help tackle long-standing issues with cross-border payments. Warehousing + seamless payments? That’s a pretty powerful combo，especially in today’s cutthroat global e-commerce environment.

$NEBIUS(NBIS)$ With strong financial backing enabling data center expansion and computing demand steadily increasing, NBIS is likely to outperform expectations. Hold and await the rewards.

$SUPER MICRO COMPUTER INC(SMCI)$ Yesss! SMCI rocks with $418.60 gains! Price at $46.84 crushes my $45.53 cost. This unsung hero in AI servers is finally getting the recognition it deserves. With its unique build-to-order model in compute infrastructure, SMCI is perfectly positioned for the AI boom - this is just the beginning!

The reason I stay long $Applied Optoelectronics(AAOI)$  is straightforward. AI isn't just about chips anymore—it's about moving massive data between them fast enough to keep training clusters running. As the industry scales toward mega-factories with 500K+ GPUs, copper starts to become the bottleneck. Optics become the real infrastructure layer. That's where $Applied Optoelectronics(AAOI)$  comes in. They build the optical connectivity powering next-gen AI data centers, the plumbing that keeps inference and training running at hyperscale. Everyone talks about GPUs. Fewer people understand the networking layer behind the AI boom. That's where some of the biggest winners could be.

$Applied Optoelectronics(AAOI)$ AAOI is emerging as a major winner in AI infrastructure. As hyperscalers build out bigger GPU clusters, demand for 800G optical transceivers keeps surging. Reasons investors are watching: • First volume shipments of 800G transceivers are complete • Strong exposure to AI data center spending • Deep relationships with major cloud customers • Positioned for both 800G and future 1.6T upgrades A key advantage is vertical integration. AAOI builds critical optical components in-house, which improves supply chain control and margins. Non-GAAP gross margin improved from 19.4% to 29.2% year-over-year. The AI boom isn't just about GPUs. Massive networking infrastructure is needed to connect them, and AAOI is well position