$Alphabet(GOOG)$ GOOGL managed to grow its Capital Employed at a high rate. Since 2014, the growth CAGR for GOOGL's Capital Employed come in at 17.7%. As long as we see good growth in Capital Employed while ROCE remains steady or expands, we are looking at a true compounder. This company consistently creates value for shareholders.

$Destiny Tech100 Inc(DXYZ)$ For those of you who say fake news or old news, read the filings, last week he sold 162.5k shares and he held 1.28M shares. Today he sold 200k more and now holds $1.08M shares. Its not fake news, he is offloading shares in a private transaction. And OH did you see the $1bn share offering? He knows he needs to get out before he starts selling $1bn worth of stock. wake up

$Advanced Micro Devices(AMD)$ ’s chips are primarily fabricated in Taiwan, and since they don’t have their own engineering, they rely entirely on $Taiwan Semiconductor Manufacturing(TSM)$ for manufacturing. As a result, they are not significantly impacted by tariffs. The US factory is only starting to produce this year, primarily focused on AI chips. In contrast, $Intel(INTC)$ ’s situation is different, as most of their chips are fabricated domestically in the US, meaning tariffs could have a bigger impact on them.

$Trade Desk Inc.(TTD)$ 's trend is clear now—good time to consider entry! Steady growth is ideal; don't sweat minor pullbacks. With two rate cuts expected this year, hitting $60 is just a matter of time.

$iShares 20+ Year Treasury Bond ETF(TLT)$ God With the real inflation basically back to 0 if you look deep at the numbers they are just delaying rate cuts to closer to the election and pretending there is still inflation. Commodity prices are way down Energy inflation is not real since the energy commodities are way down its just they are not charging less yet and the housing inflation is just the lag from the old inflation since people have to resign leases now at a higher price. This is like the easiest layup buy of TLT I ever seen.

$Moderna, Inc.(MRNA)$ 's vaccine play is back! Fall booster season + new variant approval = biotech momentum. But biotech moves fast - taking gains while it lasts!

$Apple(AAPL)$ Apple is a great company. But not a great stock at the valuation. I hold shares of both $Alphabet(GOOG)$ $Alphabet(GOOGL)$ and apple but if I'm looking five years down the road from a stock perspective I think Google easily beats apple and the index. At these valuations apple is likely to lose as the index itself is growing top and bottom line faster than apple. Plus the higher that apple stays at 30 to 35 PE's the impact of billions in buybacks gets washed away with what is essentially a 3% return on the buyback. Lower than US treasuries. Google's buyback at 18 multiple is now higher than US treasuries.

$XPeng Inc.(XPEV)$ 's "Applied Physics AI" strategy is gaining traction, from viral robot videos to upcoming flying car production. The recent volume breakout brought solid gains, and I'm using the Contra688 cash boost to double down. This could be the next big play in smart mobility!

$Cloudflare, Inc.(NET)$ shorts attacking is a joke! NET met all numbers, growing nicely and in a sector that will see demand only rise. Wait until Quantum computers start attacking databases! Buying all day! The report is good as NET beats expectations.NET falling down today. That may happen, probably squeeze or some big hands switch. You will see a reverse back up on Monday.The target is definitely 400$ in a year.Cloudflare is everywhere. The cyber sector is getting stronger...

$Occidental(OXY)$ Oil companies may outperform crude oil. The sector is improving capital allocation by reducing debt and boosting dividends/buybacks. Over time, per-share hydrocarbon reserves are likely to rise.