$GraniteShares 2x Long COIN Daily ETF(CONL)$ COIN $Coinbase Global, Inc.(COIN)$ jumped 6.6% in yesterday afternoon trading, riding the wave as Bitcoin hit a new all-time high,briefly surpassing $110,000. In times of rising uncertainty, investors are showing renewed faith in Bitcoin as a store of value. Geopolitical tensions, intensifying trade conflicts, and persistent concerns about U.S. Debt sustainability is driving capital toward alternative assets. Digital currencies, especially Bitcoin, are increasingly viewed as a go-to hedge,and Coinbase, being a key blockchain infrastructure player, is clearly benefiting from this trend.
$Tesla Motors(TSLA)$ gains are sweet! Small win now but with 4680 ramp-up + Shanghai Megafactory approved, the real feast is coming! Holding AI Day fireworks. Hot news: Model Y prices up 5000 RMB in China - demand is insane!
$Micron Technology(MU)$$Micron Technology(MU)$ + $NVIDIA Corp(NVDA)$ Motley Article that came out today= (discounting their dominance in their cutting edge Server that came out the 9400 SSD. 77% less power4 better prfmnc=THE BEST IN INDUSTRY) "..in AI servers, the company's high-bandwidth memory (HBM) is being deployed by Nvidia. The graphics specialist recently announced its next-generation Blackwell AI GPUs (graphics processing units), and Micron points out that these chips carry 33% more HBM. Micron says that AI-enabled PCs could be equipped with 40% to 80% more DRAM content as compared to usual PCs. On the oth
$Taiwan Semiconductor Manufacturing(TSM)$$Taiwan Semiconductor Manufacturing(TSM)$ started position here today. Wish I bought sooner but this never popped up on my Div growth screener as it missed my criteria of Levered FCF margin of 5% by .4 That’s close enough for me to ignore that rule. This is trading at 14x 2026 earnings and has negative net debt of $24B.
$Broadcom(AVGO)$ soars 10% to a record high! Dominating 55-60% of the AI custom chip market, Broadcom’s differentiated "customization + software-hardware synergy" strategy fuels its strong profitability.
$Alphabet(GOOG)$ proving why it's a tech staple! Despite AI competition, the search+cloud combo remains unmatched. Keeping as a core holding while awaiting Gemini updates.
$Taiwan Semiconductor Manufacturing(TSM)$ I am out. Lost the Gap Open VWAP of $ 130.42 and continued to fall. Higher probability that it may fill the gap than keep it. Risk not worth it. Also makes no sense whatsoever given they make chips for NVDA and many others.
$Direxion Daily Energy Bull 2x Shares(ERX)$ Energy’s been lively lately — oil’s steady and policy tone’s friendly. ERX gave me a small win! Gonna watch OPEC moves and U.S. oil trends before the next step.
$Amazon.com(AMZN)$$Amazon.com(AMZN)$ Why in the hell are there even bears here lol. I hold long positions on some speculative biotechs and expect it there. Like $SeaStar Medical Holding Corporation(ICU)$ (promising pipeline) But here?? My only problem here was buying before the split. I KNOW it's generally better to wait after a split. But I thought Amazon would be the exception. I was wrong but oh well. I just averaged down. Now I'm up about 30%. And I expect this to get back up to 4 figures in no time.