Nvidia is currently priced for perfection and being the dominant maker leader. Eventually it will lose some market share of competitiveness. Howeve it will continue to lead due to CODA as it is too difficult to move away. The AI race will continue for many years and compute is the true measure of power. The world is going deeper into digital and branching into robotics (real world AI). Nvidia, ASML, TSMC, Micron will be powering this growth.

$Tesla Motors(TSLA)$  may reach at low of $320 as negative cash flow, increase cap ex and delay in roll out lead to uncertainties 

370.82

I think it would drop by 4% as it would be a miss. There would be worsening cash flow and slowing revenue growth. Concerns would be on increasing capex with Elon Musk not sharing more on robotaxi and robots as this is an earnings call. He will say this is not a product launch.

$Tesla Motors(TSLA)$  painful day, days like these make me question my choice to go heavy into Tesla

$Broadcom(AVGO)$  nibble a small amount. Tracking the stock and mindful of the feared AI bubble.

$Broadcom(AVGO)$  larger drop due to AI bubble going forward? To monitor and wait for bubble to burst?

$Tesla Motors(TSLA)$  why I trust Elon's Musk. Which big cap CEO in the world shares his true thoughts as readily and timely as him? You will know him via 1) reading his biography 2) reading his tweets 3) watching his interviews

$Meta Platforms, Inc.(META)$  FANNG stock. Unlikely to breach new highs in the near future. Likely to trade in the band between 610 to 650. Ok to accumulate at the lower band.

$SMIC(00981)$  is this China's answer to TSMC? If yes, may have to consider being a cornerstone of my portfolio.

$Nike(NKE)$  limited growth stock. Can consider trade with target $70. But competition is real.

$NVIDIA(NVDA)$  gotta stay with it. Best of the best AI Chip out there. Most is strong.

$Tesla Motors(TSLA)$  Big wall at $500 that is difficult to break. Need tailwind to happen. Not adding more now. Tailwind 1) potential SpaceX priority? 2) removal of safety monitor 3) improvement in Optimus Bear - upcoming result announcement 1) lower car margin 2) lower car sales 

$Alphabet(GOOG)$  gotta stay with this. Too many tailwind moments - strong AI product in Chrome - SpaceX investment  - TPU product not yet truly realised

$Nivida is a core holding in my portfolio. Chips are the oil in the next 10'years and $Nivida is the Hermes of chips. They are the best and demand would continue to grow.