$Sirius XM(SIRI)$ In the in-car environment, Sirius and streaming platforms like $Spotify Technology S.A.(SPOT)$ may appear similar, but they serve entirely different user needs. For long-haul drivers or those who spend extended hours behind the wheel, traditional-style radio remains the preferred choice. Streaming services often suffer from recommendation fatigue，once you've heard enough playlists, the novelty wears off. Sirius, on the other hand, offers live hosts, curated channels, and a dynamic listening experience that keeps things fresh. This differentiation significantly reduces the risk of Sirius being replaced by streaming in the car and reinforces its moat in the automotive audio space.
$United States Oil Fund LP(USO)$ Even with the U.S. achieving energy independence, USO still reflects a broader demand story. Crude oil remains a key barometer for both U.S. and global economic activity. Recently, after the tariff event, oil and Treasury prices have been moving in sync again，this shift is telling. I believe oil is showing the right direction. Staying bullish on USO.
$FI2 CSOP HSI(07500)$ Continue to increase your position and hold firmly! I made a small profit today, which further strengthened my judgment and choice. I look forward to a bigger surprise tomorrow!
$Intel(INTC)$ is taking off, and the profits are real!With Trump's return, the new wave of tech-nationalist policies and government subsidies are boosting Intel's resurgence!Decades of accumulation and solid Book Value, Intel is not just a PPT dream, but a tangible powerhouse for the future. This is more than history; it’s a strong foundation for the future.
$MicroStrategy(MSTR)$ It’s starting to rise again, with the resistance level around $400. For the next phase, we still need to keep an eye on MSTR and $Coinbase Global, Inc.(COIN)$ , as they will likely lead the way in the crypto stock sector. While mining stocks do offer some potential, they can be quite volatile and exhausting to trade.
$Walt Disney(DIS)$ acquiring ESPN and the rest of HULU as well as streamlining Disney+ and focusing on quality over quantity will send us back over $200 this year. Based on last quarter, going from 1.5b to 0.5b in losses from streaming, I expect a major beat on EPS in February sends us to $120+
$Amazon.com(AMZN)$ Realize the game here people. 50 million shares a day on average. Meaning 7.5 trillion trades daily. The guys that need to swing a billion to really make money can't do it in the majority of the S&P 500 companies without moving the price too much...so they play here for pennies and nickels each share running statistical arbitrage.If you look at the valuation here, it is laughable and has been laughable for decades. The game is trading volume, no matter what the valuation is...that is the game of Wall Street. Be cautious, as a fair value here is closer to a 50% drop. But yes, you can talk if you hold different opinions.
$Boeing(BA)$ It is kind of risky going heavy on Boeing here.The market is extremely overbought. Nasdaq just made a new ATH and could have a pullback next week.With the market getting a pullback, BA will surely have one too. That's just how the stock market works.If you are getting calls, get them with enough time (at least 20 days out).
$Apple(AAPL)$ Apple more growth is certainly possible but it's not fast enough for greedy investors looking for double-digit growth every year. People keep saying Apple is dying just because growth has slowed. I would be satisfied if Apple only had single-digit growth for the next few years. Most investors would be quite unhappy hearing something like that. I'm just not that greedy as a senior investor.
$Coinbase Global, Inc.(COIN)$ THis is a stock that will grow in tandem with BTC/Cryptos/Alts. There are few headwinds. However we will comeback to revisit this stock at 500+ in 3 years. There is absolutely no stopping the frenzy. I may sound lunatic here but so were people who paid for a Pizza with BTC years ago. Or even people who said BTC not going above USD 100 ever. as in EVER.Give this time. 500 in 3 years.