$NVIDIA Corp(NVDA)$ I have had NVDA since 2013. My cost basis is .36 (cents). It has taken years for the company to develop its chips. These other tech companies are years behind. Intel could have kept up but it chose not to. When NVDA split in 2021 the stock price dropped like crazy but I held on long term because I believe in the company. They got to where they are on developing chips now the tech is AI. I’m holding on!

$NuScale Power(SMR)$ While NVDA $NVIDIA(NVDA)$ stays rock solid, small-cap growth names like SMR (nuclear) are quietly picking up speed. There’s nothing romantic about it—the logic is brutally cold: the AI battle has moved down to the physical layer. Mega-cap tech is entering a phase of “average growth,” while companies like SMR and $Rocket Lab USA, Inc.(RKLB)$ , the so-called “physical AI” plays, are sitting right at the 0-to-1 breakout point. Smart money is clearly rotating, increasing exposure to small caps to hedge against potential fatigue in big tech. Caught this move early—and it’s paying off nicely.

$Bullish(BLSH)$ US Crypto Stocks Bullish BLSH surges over 10 percent at open Strong volume price rally suggests continued momentum Profit growth and sector tailwinds support solid outlook.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ After a pretty brutal crash, KORU has bounced 75% off the low of 11.65. A lot of that wipeout seemed to come from over-leveraged Korean retail traders getting blown up on margin calls. From where I stand, that's exactly why I scale into and out of leveraged products gradually. I never go all-in on a single ETF at once and I never touch margin. Some of those Korean traders just come across as a bunch of amateurs to me. LOL The moving averages still look weak, but RSI and MACD are starting to show some bullish recovery signs.

$SpaceX(SPCX)$ SPCX will be added to the NDX on July 6th. It should revisit $225. Shorting it before that doesn't seem smart.

$Circle Internet Corp.(CRCL)$ ’s listing marks a key milestone for stablecoin adoption, with USDC as core infrastructure. While 95% of Q2 revenue relied on USDC interest income, rate cuts pose risks. Now launching Arc blockchain to compete with $Visa(V)$ $MasterCard(MA)$ via CPN+Arc payment network, aiming to control and monetize digital dollar flows.

$Quantum Computing Inc.(QUBT)$ Made some nice gains on QUBT! Strong momentum here - ready to take off when the market stabilizes. Their new product roadshow exceeded expectations, future looks bright. Perfect timing to use my Contra688 vouchers for more shares - gotta maximize this free boost!

$JD LOGISTICS(02618)$ is ramping up its overseas warehousing game. And with $JD-SW(09618)$ ’s potential stablecoin in the pipeline, it could also help tackle long-standing issues with cross-border payments. Warehousing + seamless payments? That’s a pretty powerful combo，especially in today’s cutthroat global e-commerce environment.

$AXT Inc(AXTI)$ $AXT Inc(AXTI)$ All three, $Lumentum(LITE)$ , $COHERENT(COHR)$ , and $Applied Optoelectronics(AAOI)$ , own their own foundries, achieving vertical integration of discrete InP electro-absorption modulated lasers or continuous-wave InP laser arrays to feed a silicon photonics engine. To fulfill this process, they need to purchase blank InP substrate wafers from AXTI. And the physical number of laser chips or array sizes from $SIVERS SEMICONDUCTORS AB(SIVEF)$  must scale up to deliver the nece

$NEBIUS(NBIS)$ With strong financial backing enabling data center expansion and computing demand steadily increasing, NBIS is likely to outperform expectations. Hold and await the rewards.