$NIO Inc.(NIO)$ $NIO Systematically destroying my nerves.

$XIAOMI-W(01810)$ Xiaomi’s $5.3B stock placement pressures its share price, but is it a buy under 50? The dilution effect and short-term selling may weigh on sentiment. However, if funds are deployed for R&D and market expansion, long-term growth prospects remain intact. Valuation and demand in the smartphone and AIoT sectors will be key. If support holds near 50, it could attract dip buyers. Caution is needed, but opportunity exists for long-term investors.

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.

$Tesla Motors(TSLA)$ Mark my words, $TSLA will be at $1,000/share in 2026.

$Apple(AAPL)$ $Microsoft(MSFT)$ I want to pick a stock to put some money in short term (under or about 1 year) and I'm thinking about MSFT or AAPL. Doing research, they have pretty similar valuations, efficiency (disregarding ROE for apple). I searched up predictions and aapl is supposed to rise 6% yet msft is supposed to rise 18%. What do you guys think?

$XIAOMI-W(01810)$ Xiaomi’s EV launch marks a major milestone, proving its ability to integrate smart tech into the auto industry. With strong execution, ecosystem advantages, and a commitment to high-end innovation, Xiaomi is set for long-term growth. I’m bullish on its future!

$Alibaba(BABA)$ China’s asset boom from the Two Sessions could drive BABA higher as economic stimulus fuels consumer spending and tech growth. Policy support for private enterprises may ease regulatory concerns, boosting investor confidence. With a recovering domestic market, Alibaba’s e-commerce and cloud segments stand to benefit. Capital inflows into Chinese equities could lift sentiment for major tech stocks. If pro-growth measures materialize, BABA’s valuation rebound has room to run. The right policies could spark a strong rally.

$SUPER MICRO COMPUTER INC(SMCI)$ $SMCI don’t worry about whatever bullshit this is. Her is the big picture of where we are going.

$Palantir Technologies Inc.(PLTR)$ Palantir's rebound to $90 signals strong market confidence, and adding now could be a smart move. The company's AI-driven growth, expanding government contracts, and increasing commercial adoption support further upside. Despite short-term volatility, its long-term fundamentals remain strong. Institutional interest is rising, and revenue growth continues to accelerate. If momentum holds, the stock could push higher. Buying on strength, rather than chasing dips, can be a winning strategy.

$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Micron Technology(MU)$ Anyone can say anything , but I’m about to pull a Houdini on $NVDA and short it to $98. I’ll start loading up between $128-$135, eyeing that sweet $98-$90 zone. And when that happens, $Google and $MU will come waltzing into my zone, ready to buy and load up for the long haul. I'll just kick back, buy some shares, and let the market throw me a year-long vacation.

$AppLovin Corporation(APP)$ AppLovin faces its third short-selling wave, signaling bearish pressure. Concerns over ad market weakness and growth sustainability fuel the sell-off. If support holds and fundamentals remain strong, dip buyers may step in. However, persistent short interest suggests further downside risk. Momentum favors shorts unless a strong catalyst reverses sentiment. Watch price action closely before deciding your move.

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$GameStop(GME)$ GameStop’s impressive EPS beat and 10% surge signal renewed investor confidence. Improved profitability suggests operational efficiency and stronger fundamentals, potentially shifting the narrative from meme frenzy to real turnaround. Retail traders may reignite momentum, but sustaining gains depends on consistent earnings growth and strategic execution. Short interest remains high, setting up the potential for another squeeze. A cautious but bullish outlook seems justified if fundamentals continue improving.

I’ve been telling everyone to stay in Money Market and Stables since October. Now you are telling me I can potentially get $NVIDIA(NVDA)$ low 80s/70s; $S&P 500(.SPX)$ sub 4k; and $Bitcoin(BTC.USD.CC)$ in the 60s. Love it. Play the game- don’t let the game play you. What a great week this will be. Thanks Trump. Take the band-aide off!

$POP MART(09992)$ +349.59% in 2024 Full Year +56.94% 2025 YTD Earnings is out. Another "Eye-Blinding Earnings" report that beat the crap out of street expectations. The focus, the huga mama focus, remains in the overseas (i.e. outside of Mainland China) contribution to the revenue which I have been following closely in its development since last year. This is the growth engine, that Pop Mart started to report in 2022, that hugely expand its TAM. To illustrate how crazy is the growth of this overseas segment, I did up a simple Excel Bar Chart. The bright green is the contribution to the revenue. +375% yoy Overseas growth! Talking about solid fundamentals? The overall picture: Revenue +106.9% Net Profit +185.9% PM% +550 ba

$Intel(INTC)$ Intel’s recent pullback reflects market skepticism about its foundry turnaround. Spinning off the foundry business could unlock shareholder value by allowing more focus on core chip design. However, the foundry unit’s heavy capital demands and slow profitability turnaround make it a tough call. A split might help streamline operations, but execution risks remain high. For now, staying cautious until clearer signs of foundry growth emerge seems prudent.

$TENCENT(00700)$ $PDD Holdings Inc(PDD)$ Tencent’s steady performance contrasts with PDD’s high-growth momentum, creating a valuation gap. Tencent’s lower multiple reflects slower growth but offers stability with its strong cash flow and diversified business. PDD’s premium valuation hinges on rapid expansion, but margin pressure and competition are growing risks. In a volatile market, betting on Tencent’s lower valuation and defensive nature might be the smarter play. Long-term investors may prefer value over momentum here.

$XIAOMI-W(01810)$ xiaomi is going into price discovery. It's not going to expand as fast as Tesla did, but it's still going to give you 2,000% profit in a couple years.

Despite the recent pullback, strong earnings from tech giants and AI-driven growth could support a recovery. Market corrections often present buying opportunities, and investor sentiment may improve if macro conditions stabilize. With Fed policy clarity ahead, a rebound looks more probable than further declines.

$POP MART(09992)$ Pop Mart’s earnings potential lies in its strong IP portfolio and high-margin blind box model. The company’s ability to create viral products and cultivate collector loyalty drives repeat sales and premium pricing. Unlike Mixue’s price-sensitive market, Pop Mart benefits from emotional attachment and brand exclusivity. Expanding globally and licensing popular IP could unlock further growth. If Pop Mart sustains its creative momentum, earnings could surprise to the upside!