To The Moon

$Broadcom(AVGO)$  nibble a small amount. Tracking the stock and mindful of the feared AI bubble.

$Broadcom(AVGO)$  larger drop due to AI bubble going forward? To monitor and wait for bubble to burst?

$Tesla Motors(TSLA)$  why I trust Elon's Musk. Which big cap CEO in the world shares his true thoughts as readily and timely as him? You will know him via 1) reading his biography 2) reading his tweets 3) watching his interviews

$Meta Platforms, Inc.(META)$  FANNG stock. Unlikely to breach new highs in the near future. Likely to trade in the band between 610 to 650. Ok to accumulate at the lower band.

$SMIC(00981)$  is this China's answer to TSMC? If yes, may have to consider being a cornerstone of my portfolio.

$Nike(NKE)$  limited growth stock. Can consider trade with target $70. But competition is real.

$NVIDIA(NVDA)$  gotta stay with it. Best of the best AI Chip out there. Most is strong.

$Tesla Motors(TSLA)$  Big wall at $500 that is difficult to break. Need tailwind to happen. Not adding more now. Tailwind 1) potential SpaceX priority? 2) removal of safety monitor 3) improvement in Optimus Bear - upcoming result announcement 1) lower car margin 2) lower car sales 

$Alphabet(GOOG)$  gotta stay with this. Too many tailwind moments - strong AI product in Chrome - SpaceX investment  - TPU product not yet truly realised

$Nivida is a core holding in my portfolio. Chips are the oil in the next 10'years and $Nivida is the Hermes of chips. They are the best and demand would continue to grow.