$NIO Inc.(NIO)$ NIO’s new share offering may cause short-term dilution, but the raised capital strengthens its financial position. The company is expanding its battery swap network, developing next-gen EV models, and pushing into global markets. China’s EV demand remains strong, and NIO’s premium branding gives it an edge in a competitive space. If the funds are used efficiently, future revenue growth could offset dilution concerns. Investors with a long-term view might see the current dip as a buying opportunity

Bitcoin’s long-term thesis remains intact, even with a slower Q1. The network’s security, institutional adoption, and increasing on-chain activity show underlying strength. As global liquidity improves and risk appetite returns, Bitcoin could see renewed upside. The halving effect, combined with ETF inflows, may create a supply squeeze, driving prices higher. Regulatory clarity in major markets like the U.S. and Hong Kong could further boost confidence. With the halving in April, Q2 could be a prime accumulation period before potential new highs.

Tomorrow, can we buy puts and chill? Buy $1000 and turn into $10,000 by lunchtime. I won't ask for more 1000% $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $S&P 500(.SPX)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Broadcom(AVGO)$ $Tesla Motors(TSLA)$

$Tesla Motors(TSLA)$ Tesla’s industry dominance in EVs, energy storage, and AI-backed autonomous driving supports long-term value. Temporary delivery shortfalls do not change its leadership position or the rapid expansion of its charging network. The upcoming Robotaxi launch and continued software monetization can significantly boost profitability. Tesla’s strong brand loyalty and vertical integration ensure resilience against short-term setbacks. If the stock drops below $160, it could be a prime accumulation zone for patient investors.

Trump’s shock tariffs may raise costs for businesses and consumers, reducing spending and investment. Higher import prices could fuel inflation, prompting the Fed to maintain high interest rates, slowing growth. Retaliatory tariffs from other nations may hurt U.S. exports, weakening corporate earnings. Market uncertainty might deter capital inflows, dragging down stock valuations. Supply chain disruptions could lead to job losses, further dampening demand. A slowdown in global trade may push the U.S. economy into a recessionary cycle.

$SUPER MICRO COMPUTER INC(SMCI)$ Waiting for triple digits.. Won’t be long now

$Advanced Micro Devices(AMD)$ $AMD constantlyexpanding their R&D expenses over the years 20% CAGR over the past 10 years.

$Palantir Technologies Inc.(PLTR)$ Write a neutral post about Palantir and everyone loses their minds. $pltr

$NVIDIA(NVDA)$ Nvidia’s ability to hold $100 this week depends on market sentiment around AI demand. Recent volatility suggests investors are reassessing growth expectations. If earnings or guidance disappoint, profit-taking could drive a pullback. However, strong institutional support and AI-related optimism may provide a floor. Watch for key technical levels and broader market trends. A break below could signal further downside, while resilience may reinforce bullish momentum.

Gold and silver are gaining momentum as risk in the market increases. With inflation concerns, geopolitical tensions, and central banks diversifying reserves, precious metals remain a strong hedge. Gold's safe-haven appeal and silver's industrial demand create further upside potential. Weakening currencies and potential rate cuts could push prices even higher. Investors seeking stability may turn to these assets as uncertainty grows. The current environment favors further gains in both gold and silver.

$NIO Inc.(NIO)$ NIO’s new share issuance raises dilution concerns, pressuring its stock price. While fresh capital supports expansion and R&D, it signals possible cash flow challenges. The EV sector remains highly competitive, with margin pressures intensifying. Long-term potential hinges on execution and demand recovery in China. If shares stabilize post-offering, it could be a buying opportunity. However, cautious investors may wait for clearer profitability signals.

$XIAOMI-W(01810)$ 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.

$NVIDIA(NVDA)$ • This will be interesting here once the low of couple of weeks back is taken out. • Current structure is a bear flag ready to break down with a massive PUT flow in action. • On the macro front CHIP ACT being a disaster is a problem along with the manufacturing shift + $MSFT news about AI oversupply. Let's see if 98-95 zone can hold or there can be a bigger drop to 75. Long term bullish still unless the trendline is taken out. Short term bear!

$AppLovin Corporation(APP)$ 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.

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

$GameStop(GME)$ 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.

$POP MART(09992)$ +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

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

$NVIDIA(NVDA)$ $NVDA Ok let's be honest....this does not look great. We like $NVDA, they are ground breaking and the market leader for a reason But the chart is a concern Bulls needs to get this back above $121 quickly or there is substantial downside. THAT BEING SAID LORD JESUS CHRIST PLEASE LET ME BUY $NVDA AT $55 at the 200 WMA.

$Tesla Motors(TSLA)$ its coming. $tsla