To The Moon

$Alphabet(GOOGL)$ has the lowest P/E ratio among the seven tech giants, signaling strong upside potential! Fed rate cuts will boost the market, with undervalued Google poised to shine. As rate cuts near, top stocks become more attractive.

$Alphabet(GOOG)$ 's upcoming "Winning the AI Race" keynote is set to fuel a fresh rally, potentially driving Google's shares to record highs! As the undisputed leader in AI, Google's technological edge and strategic innovations may solidify its dominance, unlocking new growth opportunities.

$-1X Short VIX Futures ETF(SVIX)$ gains from low volatility, but $Cboe Volatility Index(VIX)$ products are dangerous - taking profits. Shorting vol is tempting in calm markets, but one black swan can wipe out gains. Trade carefully!

1. Intel ($INTC) - The Comeback Nobody Sees Coming Everyone’s written off Intel as a dinosaur losing to TSMC and NVIDIA, but I think they’re setting up for the biggest turnaround story of the decade. The CHIPS Act money is real, their foundry business is finally getting traction, and most importantly - geopolitical tensions are going to force American companies back to domestic chip production whether they like it or not. At current prices, you’re getting a potential 10x return if they execute even halfway decently. 2. Tesla ($TSLA) - The Growth Story is Over This is my biggest short thesis. Everyone’s still pricing Tesla like it’s a startup, but it’s becoming a mature auto company with mature auto margins. The EV adoption curve is flattening, competition is brutal, and Musk’s distractions

$Oklo Inc.(OKLO)$ riding the nuclear energy wave! Small win but big potential in clean energy transition. Wishing everyone catches the green energy trend - slow & steady profits are the sweetest!

$Qifu Technology(QFIN)$ 's rebound aligns with fintech sector recovery! Improving loan demand boosting earnings outlook. Keeping positions modest given regulatory uncertainties - took partial profits while maintaining core exposure.

$Direxion Daily Real Estate Bull 3X Shares(DRN)$ Caught the DRN rally! 3x leverage amplified REIT gains perfectly. With Fed rate decision pending, took 50% profit to play safe. Commercial real estate showing signs of life, but keeping position size modest.

$iQiyi Inc.(IQ)$ is showing signs of recovery. Content and membership strategies are working, valuation remains low. With sentiment rebounding and fundamentals improving, I’m holding for the upside potential.

$Alibaba(BABA)$ Taking both risk-reward ratio and win probability into account, Alibaba stands out as a highly reliable long position for the rest of the year. Its fundamentals are improving steadily, with each pullback forming a higher low. The upward momentum is clear, making it a strong and reassuring hold.

$Tesla Motors(TSLA)$ 's Robotaxi may soon roll out citywide in Austin, with private cars expected to join the network. Each step forward pushes industry limits and strengthens Tesla’s global leadership.

$Wolfspeed Inc.(WOLF)$ is stabilizing lately. Though the SiC sector is volatile, long-term demand remains solid. With deep ties to EV and industrial markets, the outlook is promising. Light position performing well—watching for further entry points.

$Opendoor Technologies Inc(OPEN)$ might be on the verge of a sharp rebound that surpasses most expectations. Beyond transforming real estate, it could play a key role as a strategic link between property markets and the emerging wave of digital finance.

$Rigetti Computing(RGTI)$ has surged with volume recently—quantum computing seems ready to move. As a small-cap concept stock, the upside could be huge once it runs. Fundamentals intact, holding tight and staying optimistic.

$Netflix(NFLX)$ Netflix is becoming a value trap disguised as a growth story. Everyone’s fixated on the guidance beat, but I think we’re witnessing the peak of Netflix’s relevance: The streaming wars are entering consolidation phase - and Netflix loses. Disney has Marvel/Star Wars, Amazon has Prime ecosystem integration, Apple has infinite cash. Netflix just has… content spend. Their competitive moat was being first to streaming, but that advantage is gone. They’re now the most expensive pure-play in a commoditizing industry. The ad tier “success” is actually margin destruction. Yes, ad revenue is growing, but it’s cannibalizing higher-margin subscription revenue. Netflix is essentially training their customers to pay less while increasing their o

$POP MART(09992)$ The market is right to sell - this is peak collectibles bubble, and Pop Mart is the poster child for what’s about to implode. Everyone’s focused on the 200%+ revenue growth, but I think we’re witnessing the top of an unsustainable mania: Collectible toys are the 2025 version of Beanie Babies. The entire blind box/mystery toy craze is driven by artificial scarcity and FOMO, not genuine collecting passion. Pop Mart’s business model is literally gambling disguised as retail - and regulatory crackdowns on loot box mechanics are coming to physical goods too. The China consumer story is broken. Pop Mart’s growth is happening precisely as Chinese youth unemployment hits record highs and disposable income shrinks. Spending ¥59-199 on ra

$Upstart Holdings, Inc.(UPST)$ Great satisfaction 

🔥 Nvidia now worth $4.17T 🚀 — can it become the world’s first $10T stock? $NVDA has officially joined the megacap elite, leapfrogging $MSFT and $AAPL as the world’s most valuable company.  The question isn’t just “how high can it go?” — it’s whether we’re still early, or already in the euphoric phase of an AI supercycle. 🤔 With whispers of a $10 trillion milestone, investors are asking: Is Nvidia still the best 10x bet? Or has the next generational winner already moved in? 📊 Nvidia’s Meteoric Rise Let’s be clear: Nvidia’s run isn’t hype — it’s execution. The stock is up a staggering 1,596% in five years, driven by dominance in data centre GPUs, a near-monopoly in AI training chips, and relentless demand from hyperscalers. Its quarterly earnings keep shattering Wall Street estimates, w

$Invesco NASDAQ 100 ETF(QQQM)$ QQQ high soaring soon to 💯 %

$NIO Inc.(NIO)$  break out...test test abit. Cai Png with fish depends on you. No 4.88 no sell !!