$Cameco(CCJ)$Santee Cooper is actively seeking proposals for the acquisition and completion of two nuclear reactors at the V.C. Summer Nuclear Station in South Carolina. The move comes amid heightened demand for electricity and a burgeoning interest in nuclear power, particularly from tech companies aiming to support AI data center expansions.Short term bullish momentum, but nuclear energy business is still too capital intensive that requires more government support and funding, with low profit compared to Natural Gas.There might be more constructions in the future as we see inventory of Uranium stocking up, and the demand of energy from AI data centers will cause a surge in energy prices.Investment cycle is lengthy for th

$FTAI AVIATION LTD(FTAI)$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.

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.

$特朗普媒体科技集团(DJT)$ Great stock to trade options for premium.

$纳指三倍做多ETF(TQQQ)$ I would say it’s a good timing to Sell Covered Calls…

$微软(MSFT)$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

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

$英伟达(NVDA)$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.

$SoundHound AI Inc(SOUN)$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.

$Palantir Technologies Inc.(PLTR)$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.

$超微电脑(SMCI)$Super Micro Computer is poised for strong growth, driven by its leadership in liquid-cooled server racks for data centers. The company’s focus on liquid cooling has fueled growth beyond industry rates over the past two years, with continued demand as data centers adopt advanced cooling solutions.In addition, AI and high-performance computing, key markets for SMCI, are rapidly expanding. By capitalizing on these trends, Super Micro Computer is well-positioned to sustain growth and profitability, securing its role as a leader in next-generation data center technologies.

$英伟达(NVDA)$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.

$Quantum Computing Inc.(QUBT)$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

$IONQ Inc.(IONQ)$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

$美光科技(MU)$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

$Broadcom(AVGO)$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

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

$Palantir Technologies Inc.(PLTR)$This price level is squeezing off the positive expectation from the financials… Bearish for the short term.

$博通(AVGO)$Broadcom’s collaboration with Apple to develop its first in-house AI server chip, internally code-named “Baltra”, expected to be ready for mass production by 2026, the Baltra chip is designed to accelerate AI tasks, specifically focusing on inferencing. Huge growth potential in AI chip making.CSPut after financial report, seeking for long term opportunity.

$英伟达(NVDA)$Strong support, top tier semiconductor stock.CSPut or LCall thru CPI announcement.