$ProShares UltraPro Dow30(UDOW)$ Trump is paying the price for his earlier “stubborn” policies. After the hundred-day plan, trade talks stalled, Russia-Ukraine negotiations faced setbacks, and US debt pressure remains high. Today, the US International Trade Court demanded the removal of tariffs imposed under an alleged misuse of the International Emergency Economic Powers Act (IEEPA). For the market, the key question is whether this passive easing is real or not. The court halting tariffs can be seen as a phased, indirect easing. If this decision holds, asset performance may shift toward “lower taxes↑, lower tariffs↓.” US debt pressure will increase due to declining tariff revenue, but this is positive for the dollar and US stocks.
$Micron Technology(MU)$ fundamentals are improving, moving along with the broader tech sector. The upcoming earnings report is still uncertain, but Q3 should be solid. Worth paying close attention to the Q4 guidance.
$Astera Labs, Inc.(ALAB)$ The rally in semiconductor stocks might be thanks to President Trump delaying the 50% tariffs on the EU until July, boosting the overall market. Plus, $NVIDIA(NVDA)$ ’s strong earnings report definitely helped out,making money feels great, haha!
$NVIDIA(NVDA)$ is definitely set to hit new highs in this rally,mark my words! The future revolves around two themes: AI and decentralization. This could be the moment for individuals to change their destiny!
$Trade Desk Inc.(TTD)$ has seen strong stock performance, soaring 57% over the past month. The company boasts an impressive ROE, well above the industry average of 9.6%. This supports its steady 16% net income growth over the past five years. Notably, Trade Desk’s net income growth surpasses the industry average of 6.8%, highlighting its strong performance.
$Direxion Daily S&P 500 Bull 3x Shares(SPXL)$ Nvidia $NVIDIA(NVDA)$ released its earnings report after the U.S. stock market closed on Wednesday, which exceeded expectations. Its revenue increased by 69% year-on-year to $44.06 billion, mainly driven by its data center business, which increased by 73% year-on-year. Its sales volume was $39.1 billion, accounting for 88% of its total revenue. Despite trade tensions, the strong demand for AI chips has helped the company continue to grow rapidly. Today, these indexes are really benefiting from Nvidia. They are all rising. Hahaha, I made a lot of money.
$Apple(AAPL)$ Doing everything often means being good at nothing. It spreads your focus and resources too thin. The market is brutally competitive,when others are all-in, being scattered just leads to internal drag. Over the past two decades, only a few internet giants like $TENCENT(00700)$ and $BABA-W(09988)$ truly emerged,one focused on social, the other on e-commerce. Those "do-it-all" portal sites and once-ambitious giants? Most are long gone. Great companies are built on focus. Just look at Apple,it’s been extremely cautious about entering the auto industry. If it had rushed in like $XIAOMI-W(01810)$ , it might n
$Amazon.com(AMZN)$ Bezos elevated "low prices" as a core pillar of Amazon's strategy, driving the team with an "everyday low price" mindset and long-term vision. This not only ensured unit profitability but also scaled the business and boosted customer loyalty.
$Quantumscape Corp.(QS)$ I really underestimated this stock. I didn't expect to make so much money. Haha. I'll treat my brothers to dinner tonight to celebrate. Haha.
$New Oriental Education & Technology(EDU)$ Education stocks surged today amid reports that Guotai and Haitong Securities issued a research note highlighting high school education reform. They continue to recommend three themes: AI + consumption, experiential consumption, and traditional retail with new channels, along with Q1 high-growth stocks. High school education demand remains strong, backed by 7–8 years of demographic tailwinds and government support for expanding capacity, standardizing private education, and integrating vocational and academic tracks,benefiting related names.
$Constellation Energy Corp(CEG)$ Last Friday, President Trump issued an executive order aiming to expand U.S. nuclear power capacity from ~100 GW in 2024 to 400 GW by 2050. Nuclear stocks extended their rally on Tuesday following the news.
$SUPER MICRO COMPUTER INC(SMCI)$ To support U.S. manufacturing reshoring, Super Micro Computer plans to ramp up server production in states like Mississippi and Texas. CEO Charles Liang says AI demand is surging fast across the U.S., Europe, and Japan,making it the right time to expand domestic capacity. This move isn’t just a company-level shift, it signals how the AI compute race is reshaping global manufacturing. With U.S. subsidies coming soon, more server makers might follow suit in the next 6 months.
Nailed $NVIDIA(NVDA)$ target $140 🎯 for you all:Here's what happend for NVDA Q1 Earnings ✅ Sales $44.1B vs Est. $43.3B ✅EPS $0.81 vs Est. $0.752 years ago, we said SWING NVDA into ER and do it for a year. Everyone said we don't do analysis and research.This time on ER, we gave you the $140 target 1 month ago and all the reasons to go long into it. Hope this time you followed and banked hard 💸ImageGetting $IONQ Inc.(IONQ)$ at $45 is like buying NVDA at $200 and $Tesla Motors(TSLA)$ at $100.You’re in early. History will reward those who are patient. This is retirement money 💰ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privil
$Tesla Motors(TSLA)$ - Consolidating the Volume ShelfToday, the price found rejection at $365.5, the immediate bullish target presented last Saturday for this security. If we are strict with candlestick patterns, the latest candle is a fake dark cloud, meaning that the bullish momentum continues and a breach of the central weekly level, $341.9, is very unlikely.The current volume shelf, which was highlighted in the weekly compass when it was smaller several days ago, now suggests a solid consolidation area. Once the price jumps above its higher edge, a rapid move towards $390 is likely.The annual $353 level, also presented in the weekly compass, is being breached as of today, adding bullish references to the landscape.For whom haven't open CBA can
$NVIDIA(NVDA)$ At the moment of writing this analysis, the price action after hours jumped +5%, finding resistance at $140.9, which is the second weekly resistance zone calculated last Friday for this week. That level matches the higher edge of the volume shelf highlighted by the red arrow. The price is set to open with a significant gap, and considering the latest bearish reversal candle, there are good odds for at least a partial fill for that gap. Nevertheless, the context remains bullish considering the recent breakout of the bearish downtrend, and the price is consolidating the current volume shelf, which should act as a launchpad after a period of consolidation. $132.6 remains as the key level to watch this week considering the confluence of
Why doesn't ASTS run into the same financial challenges VZ and T have?
$AST SpaceMobile, Inc.(ASTS)$ Asymmetric opportunities rarely begin with zero revenue.Look for businesses with business models that are SHOWING strategic strength AND evidence of financial success.Without the latter, you're just buying into a hype cycle, and you may be holding the next $Plug Power(PLUG)$ ..ImagePut another way, why doesn't ASTS run into the same financial challenges $Verizon(VZ)$ and $AT&T Inc(T)$ have? Space is a big opportunity, but there's also no moat when anyone can launch a satellite.BTW, "BUT THE PATENTS" isn't a business model.PS: You're all making my point for me.I got the same comments about PLU
$Broadcom(AVGO)$ is a true heavyweight in semis,leading in ASICs, dominating networking, and its software biz is basically a cash cow. Thanks to its strong AI reference platform, AVGO’s become a top long pick and is considered tough to short. With AI momentum and new projects, the upside still looks solid.
$Unity Software Inc.(U)$ really turned the tide, unexpected but impressive. As a top game development platform, it holds massive data and strong ties with developers, offering smart insights to boost game performance. Even if your game flops, Unity can "empower" you to turn it around.
$ZTO Express Inc.(ZTO)$ rose nearly 5% in U.S. trading, with Q1 net profit up 40.9% year-over-year. The express delivery giant keeps delivering solid growth and stronger profitability.