$iQiyi Inc.(IQ)$ CEO Gong Yu said that micro-dramas will evolve into a more premium form. The current “iQIYI Lite” app, originally designed for lower-end phones, will be transformed into a dedicated app for micro-dramas，signaling a strategic upgrade in content and user experience.
$ProShares VIX Short-Term Futures ETF(VIXY)$ Investing in the U.S. stock market can be straightforward—just leverage the fear index. When market volatility spikes, going long on ProShares VIX Short-Term Futures ETF is like controlling the brakes, accelerator, and steering wheel all at once. Holding VIXY during market downturns not only hedges risks but also capitalizes on fear-driven opportunities, making investing both efficient and simple!
$FI2CSOPNASDAQ(07568)$ The stock market has truly surprised me! The profits I’ve made recently have already exceeded my regular salary by so much! Watching my investments grow steadily feels amazing, and I can’t put into words how happy I am. Honestly, when you make the right investment choices, wealth can grow much faster than your salary from work. Feeling great!
$Unity Software Inc.(U)$ A small bet for fun, not for life. 🎲 This time, I slightly increased my position, betting on the possibility of a financial report turnaround. Unity, once a star, fell from grace due to AI setbacks, wiping out 95% of its market value. Although they’ve brought in a new team to make a comeback, their history reminds us to tread carefully. Even if they succeed, they’re only picking up crumbs behind APP. 📉 Still, the market can be surprising—when pessimism peaks, a reversal might just happen. Let’s see if this earnings report brings some excitement!
$Broadcom(AVGO)$Apparently, Hock Tan has not alienated his solid relationships with $NVIDIA Corp(NVDA)$$Alphabet(GOOG)$$Alphabet(GOOGL)$$Apple(AAPL)$. Sometimes the squeeze is not worth the juice, and smaller customers are more of a drain on resources than can be justified in the name of incremental revenue.I know this because I have expertise in turning around companies and in integrating acquired companies. Meanwhile, I increased my position in AVGO by 33% even though it was already the largest position in our portfolio.I certainly believe that t
$Tesla Motors(TSLA)$Many think that TSLA is a meme stock and go ahead and sell some. I need the price to come down to DCA some more until the FSD and robotaxi boom. Tesla (xAI) is leading the pack in GPU usage currently at 100k. They are expecting to be using 200k clusters by December. Things are just boiling under the pot and no one is noticing.
$C3.ai, Inc.(AI)$This company will probably be bought out by either Microsoft or Amazon because of its close ties with the United States governments' defence industry! Once retail has been pushed out C3ai will probably be back over $25 in a few weeks, it probably within the next year at $40.00.
$Apple(AAPL)$A musing I thought I would share. Perhaps for many this is common sense. The owners of AAPL collectively think in terms that they have 3.4 trillion dollars in AAPL stock. Yet, is there really 3.4 trillion out there to buy all that stock to justify this total in their spreadsheets as part of their net worth? Can shareholders all believe they can receive $3.4 trillion for their shares? To grasp scale of $3.4 trillion, in 2020, for the USA, all Fiat currency totaled $2T, commercial bank deposits totaled $3T, and Central bank deposits totaled $15.5T. Also, for perspective on this point, $NVIDIA Corp(NVDA)$ lost $300 billion in market cap on Tuesday. However, the number
$Marathon Digital Holdings Inc(MARA)$ You can’t expect Bitcoin to drop overnight, bounce back to its old price by morning, and then think miners like MARA should be up. It doesn’t work like that. If Bitcoin hits $60k, then yeah, MARA should ideally rise too. But right now, it feels like there’s no real rhyme or reason to how MARA’s moving compared to BTC. It’s like they’re on totally different wavelengths.
$Tesla Motors(TSLA)$Shorties are trying so hard to connect Tesla with X. With the latest increase it's obvious that Tesla is connected to SpaceX. Over the weekend $T-Mobile US(TMUS)$ and $AT&T Inc(T)$ pleaded with the Fed to slow SpaceX. Both are afraid that SpaceX will soon have monopoly on wireless internet as Starlink can now provide high speed internet to cell phones directly (no dead spots except underground). In the US T-Mobile immediately signed a contract with SpaceX to give such an option to their customers. It's estimated that Elon will make another $250b in the next year with the new Starlink capabilities. Tesla vehicles wil