$NVIDIA Corp(NVDA)$ With the current share price and the recent healthy correction, I believe Nvidia is now stands at an attractive price to enter especially when the earnings are approaching. At the same time, I believe that the barrier of entry by its rivals is still relatively high - considering the costs its rivals will need to incur to just compete with Nvidia. I'm not just talking about CAPEX (capital expenditures) but also OPEX (operating expenses) which can be quite hefty as the latter is on an annual basis.
$Tesla Motors(TSLA)$ finally have some time to write about TSLA. I am shorting TSLA as I don't see Elon's latest move being smart to go against Trump. Just look at how much power US presidents have had in the past. Moreover both House and Senate are controlled by the Republican. Trump could simply sign or give order to make TSLA worse off. Case in point, (1) he could give order to DOGE to open a case on TSLA, (2) through trade tariff make it worse for TSLA China new production plants, (3) retract contracts awarded to SpaceX and if Elon threaten to switch off the satellite which he did say before, Trump could very well use national security as an excuse to penalise SpaceX or to even nationalise Spa
$Tesla Motors(TSLA)$ Musk funded / linked to JD Vance who has been appointed by Trump as his VP. I'm more inclined than ever that Tesla will thrive locally in the US with potentially subsidy to compete with Chinese rivals.
$NVIDIA Corp(NVDA)$ Just sold my position yesterday and will stay out of course for awhile for market to stabilise. With the turbulence and Jensen Huang keep selling and chips delayed, might enter into correction real soon.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ As I have said in my posts thus far, it is going to be bullish for semiconductor and I see no reasons why not especially after a healthy correction recently! Buying at a discount before further upsize.