$英伟达(NVDA)$Bad ass Jensen Pops the bubble💣💣

$Palantir Technologies Inc.(PLTR)$Palantir’s current valuation appears overly high and difficult to justify, even with optimistic projections. Indeed, PLTR stands out as a leading public AI company, the potential for further stock price growth seems limited. To drive more upside, the company would need to significantly exceed expectations, but there are no clear signs indicating it can achieve such performance.Trading short/neutral at current state.

$Palantir Technologies Inc.(PLTR)$CEO, Alexander Karp, has adopted a Rule 10b5-1 trading plan to sell up to 9,975,000 shares of the company's stock by September 12, 2025. Based on recent trading prices, this sale could amount to approximately $1.23 billion.CEO sell off combined with Pentagon budget cut report definitely impose strong downside momentum…

$美光科技(MU)$Company entering a bearish cycle due to PCs and other consumer products demand is weak, putting pressure on earnings. Demand for high-bandwidth memory chips, critical to artificial intelligence, has jumped sequentially.And this bearish forecasting of earning accompanied by hawkish FOMC speech, led to a crash in the stock price…My view is still bullish for actual AI related companies… Entering a SCPut this weekSalt the market

$Taiwan Semiconductor Manufacturing(TSM)$Nvidia’s revenue share at TSMC will rise from 5-10% in 2023 to over 20% by 2025, matching Apple’s. AI and advanced packaging are key growth drivers, with AI expected to contribute over 20% of TSMC’s revenue this year. TSMC’s data center AI revenue is projected to grow from 6% in 2023 to 14% in 2024 and beyond 20% in 2025.Production capacity is the only factor limiting TSM’s growth🚀🚀🚀

$SoundHound AI Inc(SOUN)$SoundHound’s stock may remain volatile due to lack of cash flow and profitability. Short-term and long-term investors may want to take profits, but speculative investors bullish on Voice AI’s growth potential might hold. According to company management: The Voice AI market is highly competitive, with rapid technological changes, short product cycles, and price-sensitive customers.

$NVIDIA(NVDA)$Governments and private investors worldwide are pouring billions into infrastructure to support the increasing demand for data processing and storage. South Korea plans to secure 10,000 high-performance GPUs in 2025 to stay competitive in the global AI race.The global race of AI and data processing in confirmed, and NVIDIA is riding on this strongest tide. Investments into AI will be exposed to the public, pushing valuation higher.

$微软(MSFT)$Microsoft is investing $80 billion in AI data centers and deployment, exceeding its 2024 CapEx of $53 billion. Over half the funds target U.S.-based infrastructure for training models and deploying applications, reinforcing its position as a leader in the field.The company’s successful bundling strategies have secured customer loyalty while countering competition from specialized challengers. AI Factory

$Strategy(MSTR)$MSTR bought 20,356 BTC for $1.99B, bringing total holdings to 499,096 BTC at an average cost of $66,357. Funded by a $2B convertible notes offering, the company faces financial strain, with profitability concerns and a $670.8M Q4 net loss. Despite this, institutional interest is growing, and MSTR remains committed to its Bitcoin strategy.

$Quantum Computing Inc.(QUBT)$Despite promising technology, QUBT stock is overvalued at 3000x P/S, making it a risky investment compared to peers like IonQ.The company’s revenues, which doubled YoY, However, the cost of revenues more than tripled over this period.Advanced tech but unpromising future when facing competition… Short for now

$特斯拉(TSLA)$ Elon’s lawyer would settle these issue… Neuralink is an insane innovation🔥🔥🔥 Stock price doesn’t seem to face any resistance😂😂😂

$IONQ Inc.(IONQ)$Compared to what $IBM(IBM)$ $谷歌(GOOG)$ is producing… this company seems way behind in Qubit countsBut they are eager to commercialize in order to achieve revenue to boost market capitalization ultimately snowball their valuation and get more financing.IBM

$Broadcom(AVGO)$The next semiconductor leader, showing substantial growth this earning season. More potential to unleash, integrate the acquisition and boost the earnings completely!Wednesday FOMC Meeting adding uncertainty, giving a better price to Sell CSPut to obtain a position.Broadcom CEO Hock Tan

EU Considers Gradual Ban on Russian LNG and Aluminum$Cheniere Energy Inc(LNG)$Well-positioned as an LNG exporter, benefiting from a pro-energy administration and global geopolitical risks disrupting supply.In addition, Stage 3 at the Corpus Christi facility nearing completion in 2025 and with a stronger gas market.Price hiked 6% last night, not a preferred entry timing for long term investors but likely bullish 2025.

$英伟达(NVDA)$Jensen dropped the bomb…In very recent leaks, we know that NVIDIA's new flagship GeForce RTX 5090 Laptop GPU offers an astounding 24GB of super-fast GDDR7 memory, while the new RTX 5080 Laptop GPU will reportedly feature 16GB of GDDR7 memory.

$NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ Singapore is investigating NVIDIA chips allegedly shipped to restricted countries via Malaysia, violating U.S. sanctions. Authorities suspect suppliers were misled about end users. Reports suggest Chinese buyers may be bypassing U.S. export bans through third parties. Nvidia and Dell deny involvement, emphasizing strict trade compliance. The probe raises concerns over tighter AI chip restrictions, impacting Nvidia and Super Micro stocks.This seems to be a signal of Singapore’s authority supporting the US Regulation.

$Palantir Technologies Inc.(PLTR)$After CEO Alexander Karp, another insider selling off 30,000 shares equivalent to $2,772,960. More bearish momentum coming in… What’s coming next?

$Alibaba(BABA)$Alibaba plans to invest $52.4 billion over the next three years to expand its cloud computing and AI infrastructure. The move aims to strengthen its global cloud position and AI-driven growth. CEO Eddie Wu called AI a “once-in-a-generation” opportunity, with Artificial General Intelligence as a long-term goal. Alibaba is uniquely positioned due to its dual focus on cloud computing and AI. Its cloud segment is already the fastest-growing, and AI-related revenue has shown consistent triple-digit growth. This substantial commitment could significantly enhance its AI hosting and advanced service offerings, potentially capturing a larger market share as demand for AI solutions increases.Stock price surge as poss

$英伟达(NVDA)$NVIDIA is an undisputable leader in AI and high-performance computing, facilitating operations for all hyperscalers, major cloud providers, and dozens of thousands of other businesses. Never bet against Jensen Huang. Definitely a top buy for 2025.

$FTAI AVIATION LTD(FTAI)$Muddy Waters is short $FTAI AVIATION LTD(FTAI)$ because its financial reporting is highly misleading. Their revenue from true maintenance and individual off-the-rack module sales are materially lower than reported, misleading investors by reporting one-time engine sales as Maintenance Repair & Overhaul revenue in its Aerospace Products segment.