$Quantumscape Corp.(QS)$ Who is JB Straubel? He is one of the fathers of $Tesla Motors(TSLA)$ 's battery. He is now on the board of QS. If Volkswagen makes achievements in solid-state batteries first, Tesla will definitely not sit idly by. JB has status in both parties, and he may have helped to make connections. The cooperation between Tesla and QS may be quietly advancing.

$Palantir Technologies Inc.(PLTR)$ jumps on $Voyager Technologies, Inc.(VOYG)$ ’s IPO buzz. They invested early in that small aerospace company. With the right connections, especially leaning on Trump, they’ve secured plenty of military contracts.

$SUPER MICRO COMPUTER INC(SMCI)$ Who said the AI wave is over? Riding SMCI's server momentum feels like catching the tech tide at just the right time! Watching those numbers climb faster than my heartbeat — when you align with the trend, compute power truly delivers.

$Lithium Americas Corp.(LAC)$ proves patience pays off in lithium! Thacker Pass development progressing steadily, US domestic lithium resources showing strategic value. Holding long-term~ Seriously regret missing Contra688 - those vouchers would've been perfect for building position. Next promo I'm not missing!

$Upstart Holdings, Inc.(UPST)$ finally starting to fall to a more realistic price. I think it still has another $10-$15 to go. Economy is going to be very slowThis year and interest rates are still going to be historically very high, but sure go ahead and “buy the dip.”

$Coinbase Global, Inc.(COIN)$ COIN just leveled up! Its B2B arm launched Global Payments and Pay Links, enabling businesses to send/receive USDC with instant settlement and low fees. A solid move as crypto goes mainstream - bullish on its growing moat!

$Robinhood(HOOD)$ In U.S. stocks, app firms like Robinhood grow fast post hardware upgrades—30%-50% growth, now 17x forward P/S, showing strong potential.

$Marathon Digital Holdings Inc(MARA)$ Too early to celebrate. CPI report is due 8:30am tomorrow. If inflation is not cool down then market will be sold off no matter how high btc jumps. I’m holding Mara Bitf but I would not celebrate till market opens.

$SoFi Technologies Inc.(SOFI)$ is seriously undervalued at this level! Its fundamentals are solid, and the market hasn’t fully priced in its long-term potential. I’m especially bullish on its “super app” strategy，it fits perfectly with the digital banking trend. Holding SoFi feels like having a ticket to long-term growth, with steady double-digit revenue gains in the years ahead. Solid long-term play!

$SoundHound AI Inc(SOUN)$ Amid the AI boom, SoundHound, a key player in voice recognition and conversational AI, could benefit from the market’s optimism toward generative AI, such as ChatGPT. Its potential partnerships in automotive and IoT are seen as "growth options," with revenue surges likely if its technology is embedded into more smart devices. Additionally, SoundHound’s independent voice AI stack—untethered from large language models—serves as a key differentiator in the competitive landscape. As the AI ecosystem evolves, SoundHound’s value proposition is becoming increasingly compelling!