$GDS-SW(09698)$ Honestly, I think the market is underestimating GDS. Its EV/EBITDA is just around 12 times, same level as before the last big rally! OpenAI is still raising funds to build its own computing power, and $Oracle(ORCL)$ jumped in right after $Microsoft(MSFT)$ cut its data centers. Demand clearly hasn’t cooled. China’s major telecoms are ramping up investment, with $CHINA UNICOM(00762)$ and $CHINA TELECOM(00728)$ growing over 20% and $CHINA MOBILE(00941)$ going all in. Not getting in now feels like missing a golden chance
$Klaviyo, Inc.(KVYO)$ is an invaluable asset! It primarily serves independent e-commerce sellers, and in the U.S. market, $Amazon.com(AMZN)$ holds about 38% of online retail, while independent websites account for 20%-30%—roughly half of Amazon's market size. For these sellers, building their own site is essential, and Klaviyo acts as a growth engine within these platforms, offering automated marketing solutions that help businesses establish private traffic channels and boost sales. For independent sellers, Klaviyo is practically a must-have tool. That’s why I’m highly confident in its future—holding firm and anticipating even greater returns!
$GDS-SW(09698)$ This is truly the big leader in the computing power industry, and the surge is just phenomenal! I missed the early opportunity, and now I’m eager to get in but didn’t have spare cash. Thankfully, the CBA account came to the rescue—trading through it is not only flexible but also offers high returns! Big thanks to the CBA account for helping me catch this wave!
$Quantumscape Corp.(QS)$ Once there are breakthroughs in technology and business, QS could see its stock price soar by over 100 times. With the electric vehicle competition heating up and global energy demand surging due to AI, the energy storage sector is poised for growth. While nuclear energy faces challenges in widespread adoption, many Western battery competitors have made strategic missteps. QS, with its advantages in energy storage, could be on the brink of a stock explosion, making it a potential opportunity for investors to watch closely.
$Microsoft(MSFT)$Microsoft stays in the business because they hope to create a video game streaming subscription service and scale. If they have enough IP, good hardware and get the streaming right then that's a potentials exciting market. Having said that though, with the size of the cloud opportunity for Azure, xbox really isn't much of a needle mover for the company overall.
$Phunware, Inc.(PHUN)$I've been leaning towards clearing out my Phunware holdings before the election. I mean, if the results are super obvious, it kind of takes the excitement out of it, right? It feels like riding a rollercoaster where you already know the ending. I’d rather not stick around just to watch things plummet. I don’t want to be caught holding onto something that could go downhill fast.
$Trump Media & Technology(DJT)$ I'm not partisan, but I think Harris is the favorite here. If she wins, DJT will drop 50% or more in less than a week. Buying put options on DJT, or selling calls, is potentially an incredibly profitable and simple trade. it might catch a lot of people off guard, I was going to short it at $ 20....DJT can be a rollercoaster, for sure.
$MicroStrategy(MSTR)$MSTR is in a precarious position due to its extreme dependency on Bitcoin’s performance. While the stock’s recent momentum is impressive, investors must be aware of the inherent volatility and high leverage risks. Buying at these levels exposes investors to potentially sharp pullbacks if Bitcoin experiences a correction or if market sentiment shifts.
$Apple(AAPL)$Great products but the thrill and excitement with their products is missing. Its just more of the same... Same issue with $Advanced Micro Devices(AMD)$$Intel(INTC)$, it's almost like the tech industry is experiencing stagnation. I think a big part of it is the FTC not having the talent to launch successful anti-trust cases. Most of these companies are just pushing out the same stuff year after year with marginal changes.
$Advanced Micro Devices(AMD)$You want to buy against the market. For example, far back in time when the market saw AMD as a burning dumpster fire, I could see a massive restructuring underway, doing all of the right things that had to be done to put out the fire, and get things back on track. Today, AMD beat back $Intel(INTC)$ to a point of an embarrassment, but it's still seen as a company incapable of putting two lines of code together without several bugs in it, and fumbling to spell the two letter word "AI". Now is the time to ride the AI tidalwave, which AMD has barely started to ride. After the market figures out what's going on, it'll be too late, the price will again, be