8 stocks to watch today in my opinion are:  1. Dell Technologies 2. NVIDIA 3. Advanced Micro Devices 4. Broadcom 5. Micron Technology 6. Palantir Technologies 7. Taiwan Semiconductor Manufacturing 8. Intel

SNOWFLAKE in this quarter looked like a genuine turning point. The AI pivot appears to be delivering measurable business acceleration — not just marketing language anymore. But after a 34% one-day move, expectations are now much higher, so Snowflake will need several more strong quarters to sustain the momentum.

Probably YES, and my reasoning is because Micron’s rally is being powered by a memory supercycle (HBM, DRAM shortages, pricing spikes), while AMD’s surge is driven by AI GPUs and server CPUs competing against NVIDIA. All AMD needs is another huge jump in AI GPU demand, securing a major hyperscaler contracts, and sustaining a data-center revenue growth. 

No — I do not think buying Tesla is a reliable or “indirect” way to own SpaceX.

$Meta Platforms, Inc.(META)$  Planning to add more!!

$Advanced Micro Devices(AMD)$ I see AMD as as a “high-quality aggressive growth”. 

$Apple(AAPL)$  Apple is no longer a hyper-growth stock like NVIDIA, but more as a stable mega-cap with strong profitability.

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Hong Kong market hotspots are basically: 1. AI / Tech (main driver) 2. Property recovery theme 3. China financials & dividend stocks 4. EV / industrial selective strength 5. IPO momentum

Tesla likely has a better chance now of getting broader FSD access in China compared with earlier periods, especially with Elon Musk personally engaging during the visit. However, the window appears more open — but not fully cleared yet.