$Trade Desk Inc.(TTD)$ “Ad winter”? Not here. I've been holding TTD and the more I watch it, the more I feel like it’s a sleeping giant. Their AI-driven edge，especially in CTV，is quietly taking over more and more of the pie. I won’t be surprised if it hits $90 this year. There might even be some upside surprise in the next earnings. The ad industry isn’t slowing down anytime soon，and neither is TTD.
$Direxion Daily Financial Bull 3x Shares(FAS)$ This stock is on fire! I knew it was going to explode, and it didn’t disappoint! Earnings are through the roof, can’t let go now, waiting for the next surge!
$GDS-SW(09698)$ Looking great! GDS is showing incredible strength, shining bright in the Hong Kong market! Just a little more push—can we break through 28?
Recently, I invested in $XIAOMI-W(01810)$ stock, mainly due to its strong performance in the electric vehicle and AI sectors. Xiaomi has not only been recognized as a "Chinese ESG Role Model" by CCTV, but its SU7 model has also gained significant attention, boosting the market’s focus on electric vehicles. Additionally, Xiaomi’s HyperOS and its growing IoT ecosystem give it a competitive edge. With increasing market confidence in Xiaomi’s growth potential, I believe it has significant room to grow in smart hardware and EV markets. While the stock market carries risks, I’m optimistic about Xiaomi's long-term prospects!This Christmas, Xiaomi is giving us 1M reasons to celebrate.
$Palantir Technologies Inc.(PLTR)$ the only argument tht they put forward for their 40% drop is the bogus valuation argument- valuation is a measurement of a company's worth-this company has a bottom line of 25%- name me another saas company tht has a 25% bottom line-
$NIO Inc.(NIO)$ Who is going to put serious money into NIO if Trump or any other president can come and say anytime that they ban Chinese stocks? By buying it you don't even own the real stock, just an ADR. This is a joke not a stock, nobody will put money here. Funds stay away for a reason
$Meta Platforms, Inc.(META)$ Heading to $700 next week for sure. After this week's blowout beat and raise, and once the Emperor gets voted back in next week, this thing is going to the moon! Get aboard or get out of the way. Either way, this is poised for a massive melt-up!!
$Advanced Micro Devices(AMD)$ What is ZT systems value? IMO 1 + 1 >> 3. There is no doubt in my mind AMD will close deals valued greater than 10X this years AI revenue. It would be a mistake to get too caught up in what will seem like chump change before long.
$NVIDIA Corp(NVDA)$$Advanced Micro Devices(AMD)$ Are we surprised that AMD lowered guidance? After all, they did reduce its orders of chips from TSMC for 2025. This was due to uncertainty about demand for the MI325, a competitor to Nvidia's H200. Why would hyperscalers want the equivalent of the H200 from AMD when Nvidia's far superior Blackwell is available. So, AMD reduced orders from TSMC while Blackwell is completely sold out for 2025... insane demand. TSMC production capacity that was reduced from AMD is picked up by NVIDIA. This means more revenue for NVIDIA in 2025 with possibly an even larger market share. The ER next month will set up what will be a monster 2025.