$ProShares UltraPro QQQ(TQQQ)$ The steady surge is reassuring. Again, triple the happiness.

$TRACKER FUND(02800)$ The capital flow trend shows that over one-third of the southbound funds have poured into the Tracker Fund, which closely mirrors the movement of the $HSI(HSI)$ . This suggests that the primary goal of these funds is to stabilize the market by investing in the index, with major institutions and large funds leading the way. Such a trend reflects long-term confidence in Hong Kong stocks and indicates that the current level might be an opportune time for positioning.

$POP MART(09992)$ Investors in the Hong Kong stock market are generally more rational, and this makes me even more confident in my investment in Pop Mart. Despite the large shareholder reductions, the stock price remains strong, and the market focus is still on the company's long-term growth prospects. Pop Mart’s business model is solid, and its management team is strong, providing a firm foundation for steady growth. With a reasonable valuation and great potential ahead, I’m holding on for at least 10 more years!

$XPeng Inc.(XPEV)$ Today, we witnessed the takeoff of XPeng Motors! 🚀 As one of my top picks for 2025, XPeng is not just about smart cars—it’s a tech giant for the AI era, destined to conquer the stars and the seas! ✨ With clear market strategies, AI-driven innovation, diversified product offerings, and continuous brand and service upgrades, XPeng is setting new industry benchmarks every quarter. With full-domain 800V, powerful AI, and advanced autonomous driving as standard, how can we not look forward to this future?

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I actually believed that Google had the lead in AI for years before ChatGPT dropped the bomb on the market. My question is why do we think they are in the lead it feels like they muffed whatever lead we perceived them to have. Asking because I am losing confidence that my perception of their abilities and leadership are challenged.

$Intel(INTC)$ We will see this week if $18.84 holds or if Wall Street can trigger that real stop loss button and the bottom falls out and INTC has another major drop. No hurry in buying it will be years before INTC can make money again , INTC is forecasting to lose money for awhile. Revenue is dying, What a gamble an all or nothing!

$Intel(INTC)$ It will be a tough 2-3 years as Intel tries to make up for past mistakes. At the same time, $Taiwan Semiconductor Manufacturing(TSM)$ (a great company in a bad neighborhood) will be moving forward on process improvements.The world needs an alternative to TSMC, if only to maintain competition in the space (let alone a stable supply base) and INTC is the best option.While I am very long INTC (and will ride this out), this may be dead money for quite a while.

$Intel(INTC)$ Sadly Intel Foundry business is making Intel get massive loss, Citi says that exiting the foundry business can be a huge boost for intel eps between $4-$5 but Pat dont want to let it go and want to manufacture the chips at all cost. Something similar happened to $Meta Platforms, Inc.(META)$ and Zackenberg and his metaverse and he had to let it go.

$Tesla Motors(TSLA)$ Were you buying now?? What I can’t understand is why would you attribute a PE Ratio of 65 to a car company that has flat / declining sales and declining margins? I am always fascinated in the different valuations different people give to different parts of the business but the parts that are doing in sales growth such as Battery Storage or charging are not making decent margins and FSD is no closer yet people have been charged for the possibility for years and not received much more than you get from Mercedes. One day the lies and exaggerated claims will catch up with Elon!

$NVIDIA Corp(NVDA)$ I'm curious how much of their DC revenue is actually GPU vs. everything else. Nvidia is basically an ODM competing with HP, Dell, etc. How much of their revenue is the grace CPU, Bluefield DPU, Mellanox interconnect, the boxes, boards, etc. etc. Add in outside components (HBM, microcontrollers, etc.), and add in margin stacking on every single piece (that other ODM/OEMs can't get away with), and you have huge revenue/margins. And in trying to keep that for themselves, they compete with the other ODMs and restrict GPUs to them (this is where antitrust comes in in France or US). When other accelerators gain traction, those and the other various parts will be built/assembled by others, regardless of how m

$Tesla Motors(TSLA)$ There is a ZERO PERCENT chance telsa gets autonomous driving wide spread income producing in time to stop there declining new car margins take that into account when this is 100. Dont even bring up the MASSIVE depreciation new tesla owners have been hit with because musk keeps cutting new car prices. And TESLA service it doesn’t get any worse except it keeps getting worse. Run forrest run far away from this stock for the next 12 to 18 months.

$Trane Technologies PLC(TT)$ TT is really falling short lately. It’s frustrating how they’re always out of stock on parts, and the systems they sell are constantly on back order. Upper management seems more interested in cashing in on sales than dealing with warranty issues or taking care of customers. It’s disheartening to see customers getting pushed aside. This approach might work in the short term, but it’s a recipe for long-term disaster. It’s sad to watch, but it’s the reality right now.

$NVIDIA Corp(NVDA)$ This company was NEVER worth $3 trillion, only greed and a lack of understanding about the business got it to that level. Now margins are just starting to decline, peak business is a 18 months away and NVDA will be a $70 stock in the next 18 months. If you bought NVDA over a year ago you make either a great investment or got very rich if you have held it for a longer term. Take profits.

$Intel(INTC)$ This stock is done I feel. They are cutting dividend which loyal customers used to hold on to this stock. Now they are reducing the work force and doing everything at the wrong time. this stock will not recover until Pat is gone. Wall Street has lost confidence in his ability to turn around and does not trust his ever changing promises.I feel this drifts to single digits. Gl I sold all

$PDD Holdings Inc(PDD)$ PDD was selling massive volumes of consumer goods but making no money on it......the growth sent the stock to $ 150's but it was doomed to failure from the start. Now they are raising prices and volumes will come down. The other China stocks never did this.

$Coinbase Global, Inc.(COIN)$ What’s going on with this max pain level pinned right at 183? It’s like they’re sticking it there on purpose. Are we going to see it stuck at that spot next week too? The manipulation lately feels off the charts, and it’s not even tied to the broader market or crypto stocks anymore. It’s like they’re playing a whole different game. Honestly, it feels like someone’s really pulling the strings behind the scenes, and it’s starting to mess with my head. Anyone else feeling the same frustration or am I overthinking this?

$NVIDIA Corp(NVDA)$ nvidia shares have been moving up as revenue growth increased tremendously over the last 2 years. good and all, but once that revenue stopped growing, you will see stagnation and in this case now, a reduction in the stock price. why would people pay more for a stock that will make the same amount, or possibly less money in the future? unless they can convince people they can increase revenue again by 150%, 180% like previous quarters, i think this is the end of NVDA journey. coz i dont think people are gonna be happy holding NVDA shares when they only receive 0.001% dividend for lifetime because no growth prospects, or even reduced profit in the future. this quarter 14% revenue increase is good, but ne

$ulta beauty(ULTA)$ Priced as it is with a good history of compounding its top and bottom lines, it appears very good value. However, that competition risk some mention, particularly with Sephora and $Amazon.com(AMZN)$ , is a legitimate concern that is spooking the market. There isn't really a competitive advantage here as there's particularly nothing unique here. Probably doesn't go down much from here, but I'm unconvinced that it soars.

$ulta beauty(ULTA)$ All great investors make mistakes. I think Buffett just made one with ULTA. He should've stayed with $Apple(AAPL)$ ... My guess is he'll take his losses in ULTA and run for the door - like he did with his investment in $Exxon Mobil(XOM)$ a few years ago. His ULTA investment, like his Exxon investment, also does not make any sense.

$NVIDIA Corp(NVDA)$ Expecting some short term share price loss (as low as $85 within the next six months) due to poor year over year performance on revenue (percentage wise compared to Q3 of 2023 YoY growth). Gradual decline of year over year performance relative to the previous years quarterly earnings is most likely what caused this short term downtrend. Long term outlook remains bullish due to AI demand and general demand for the semiconductor sector.