To The Moon

$MIXUE GROUP(02097)$ ’s growth is practically a certainty, driven by its stable business model and strong expansion potential. With both product sales and franchise services fueling revenue, this quarter’s results are expected to be even stronger. Institutional investors clearly recognize this—given the limited floating shares, securing a position now means locking in future gains.

$INKEVERSE(03700)$ Tech stocks are at the bottom, and I'm just waiting for them to take off! Kunlun's SkyReels platform, which integrates AI-generated scripts, characters, and storyboards, has massively improved production efficiency—it's the future. With Ying Universe's deep collaboration, they're bound to benefit. This kind of innovation is definitely one to watch for long-term growth, just waiting for that price surge!

$PDD Holdings Inc(PDD)$ The risks are still looming, and it’s too early to call the bottom. 📊 However, Pinduoduo's underlying logic remains compelling. From consumer-centricity to a more efficient product flow, this "efficiency machine" demonstrates its unique advantages. Although Temu faces geopolitical and policy risks, in the long run, Pinduoduo’s focus on foundational systems and long-term strategy shows great potential to build a strong moat. After the storm, the rainbow will appear.

$Intel(INTC)$ Gelsinger is making giant decisions now, which they say should've been made 18 months ago. Many analysts absolutely concur, that even 20 fabs or 50 fabs, will not produce the catalyst of acceleration, and profitability. It won't ensure anything significant, except the disadvantageous, obvious, extreme void in innovation, let alone remain in the black, and even somewhat competitive, which they already speculate, obviously because of these diminishing profits at this rate. This lack of creativity in Intel which only $Advanced Micro Devices(AMD)$ , and $NVIDIA Corp(NVDA)$ , obviously continuously don't lack, is a compelling neg

$Broadcom(AVGO)$ I trimmed AVGO above $165, that I bought back some of what I trimmed under $155, and that I would buy more AVGO if it fell below $142. So, NOW I increased my position in AVGO by 33%, bringing my largest holding up to the full, over-weighted position that I once held. Big gainer for me. I think this will drop to 130 again, maybe even lower.Because semis are getting crushed, I also took advantage of the opportunity to buy more $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Applied Materials(AMAT)$ $Qualcomm(QCOM)$. These chips are es

$Intel(INTC)$ I don't own any INTC but I don't think many on here realize how ABSOLUTELY DESPERATE the major fabless chip cos are for a second source of leading edge fab services. Intel being USA-based is a bonus cherry on top. There's a whole industry that wants Intel to succeed and will tolerate bumps in the road along the way. Low initial yields on a new node are not unheard of and it would be wrong to think of this news, even if true, as a death sentence for Intel. That said Intel has already told us not to expect profits from this venture for several years so IMHO shares don't look like a great opportunity here.

$NVIDIA Corp(NVDA)$ The price of this stock is disconnected from fundamentals. The stock price is driven by sentiment which is still pretty good for this stock. However, the narrative of "NVDA wins 100% of AI chip space and there's no close second" can and will change when the revenue starts slowing and margins start to compress. Revenue growth will slow soon given that you can't keep up 200% revenue growth forever. In fact even if NVDA posts 100% revenue growth, that is still a narrative violation since that would represent a major drop in growth. As far as margins compressing, It could be right that margins will stay fat for years. But as someone who follows the AI chip space closely, I see that the next big AI narrativ

$Apple(AAPL)$ As impressive as Apple is, it’s really a one-trick pony. If the iPhone stumbles, almost everything else tends to drop with it. That’s why I think it’s smart to diversify your investments, no matter what the tax hit might be. Relying too much on one company can be risky—better to spread things out and play it safe.

$Tesla Motors(TSLA)$ There is no growth in TSLAs future that justifies this price...not even close. Book value of $20. One year from now they'll be well on their way to being a niche player in the EV market, and there will be no significant revenue from robots, AI, or energy storage to justify this price. It's all a mirage.YOU PREDICT! Will Tesla Stock Soar or Sink by December 31, 2023? - AutoSpies Auto News

$Procter & Gamble(PG)$ It's nice to see PG and other consumer staple stocks perk up a bit but even with its recent movement, PG's total return for two years has trailed the $S&P 500(.SPX)$ by 11.6%. It's even worse for my position--come Sept 6 it will be 19 years since I initiated my PG position. PG has lagged the market and its peers by 125% and 98% respectively.