$Alphabet(GOOG)$ 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.

$Trump Media & Technology(DJT)$ looks like it hit my number after calling bottom should have loaded it’s going to rocket! Strong buy oversold p,us increased subscriptions, massive short squeeze! Also 42 days isn’t long if he wins it will go towards 52 week high possibly! It’s a strong buy regardless as will run all week!

$Marathon Digital Holdings Inc(MARA)$ MARA stock is prepping for a potential 3x rally as Marathon Digital pushes into AI with new cooling tech.Despite a 30% drop this year, analysts see a comeback tied to Bitcoin hitting $90K and Marathon’s leadership in crypto mining and AI infrastructure.Are we on the brink of a massive recovery?

$Apple(AAPL)$ The new iPhone is a yawner. Tim Cook should have been fired long ago. Were it not for buybacks (which are a waste of cash), the P/E would have declined to the point where the board would be forced to get some new leadership. Apple has been moving sideways for years with buybacks covering up the real performance.

The 50-day moving average is around 21.50. The hedge funds will take your money and the algorithmic system will kick in and this stock will be down - You will be losing all your money.The thing is not to be greedy and hope that this will go as high as $700 like Tesla ,but you're wrong sell your shares now ...before the hedge funds burn you.Just watch and see$Lucid Group Inc(LCID)$

We retail & apes are all holding strong, this is a fact not an opinion. $AMC Entertainment(AMC)$ , $GameStop(GME)$ , BBIG all took a huge hit on Tuesday along with all the other squeeze play stocks. When we only have positive catalysts coming up, there is no way retail/apes would sell (unless you decided to help the hedgies and placed a stop loss). All of us are invested based on the high SI%, utilization, high cost to borrow, and because we like the companies' future outlook regardless of how the media bashes them. As long as we hold as well as we do now, hedgies will have cover at some point via margin call. The market is unstable with inflation over 5%, banks and financial institutions are all overleverage

$ISHARESHSI(03115)$ I made money again. This stock has never let me down. I'll add chicken legs tonight.

$Advanced Micro Devices(AMD)$ Today, AMD hosted the "ADVANCING AI" AMD AI PC Innovation Summit in Beijing, where CEO and Chairwoman Lisa Su stated that AMD has supported DeepSeek from the very first day of its launch, striving to make AI development faster, more open, and scalable. Software developers have been focused on continually optimizing DeepSeek, with noticeable performance improvements every few days. This showcases the constant breakthroughs in AI technology and its immense growth potential. As AI continues to evolve, AMD is undoubtedly at the forefront of this industry, and investors should continue to hold their AMD stocks with confidence, as the future returns will be truly rewarding.

$GameStop(GME)$ As this stock inches closer to $25, keep an eye on how quickly the paid bashers start disappearing—they'll scatter like roaches once the positive momentum builds up. Most will move on to attack other tickers where sentiment hasn’t turned bullish yet. Of course, a few will have to stick around to fulfill their contracts, but they’ll be a lot quieter.It’s funny how they try to drown out the positives when a stock's on the rise, but that won’t last long. Real investors see through the noise, and once this hits $25, the bashers won’t be able to hide the upside any longer!

$XIAOMI-W(01810)$ Hahaha. That's funny. An apple fanboy bleat about Xiaomi Phones. Apple phones are the biggest garbage available. And yeah... maybe you didn't get it but Xiaomi produces many more things than phones. And when all share our phone preferences... In my opinion Xiaomi makes better android-phones than Samsung.

$Netflix(NFLX)$ They have stopped reporting subscriber data because no one is wiling to pay their fees anymore...First thing to go for Biden's economy. Potential profit on 10k short selling when it will hit 200 from 570 = 3.7Million dollarsHave been telling you the same when it was at 630