$Unity Software Inc.(U)$ ’s been holding up surprisingly strong，actually outperformed the $NASDAQ(.IXIC)$ these past couple of days! Thought it was just a rebound at first, but the market seems to be recognizing its potential. With so many product catalysts this year, there’s no way it’ll do worse than last year. I’ve already added to my position，feels like something big is brewing!

$Rocket Lab USA, Inc.(RKLB)$ is acquiring laser communications company $Mynaric AG(MYNA)$ for $75 million—an important step in its "space value chain" strategy. This move suggests that Rocket Lab has reached a turning point where acquiring Mynaric is more cost-effective than paying per order. It also signals the company’s ambition to expand its market share in the launch industry. In 2024, Rocket Lab completed a record 16 launches, accounting for 6% of the global total of 269. Management now aims for 20 launches in 2025, a 25% increase. As the commercial space race heats up, Rocket Lab’s growth trajectory is becoming even clearer!

$SMIC(00981)$ This surge in SMIC is incredible! Its performance in the Hong Kong market has been eye-catching, with its stock price steadily rising, and the confidence it gives is undeniable. Looking ahead, the company is expected to maintain high capacity utilization from this Q4 to Q1 next year, ensuring solid performance growth. What’s even more exciting is that with capital expenditure gradually decreasing, the potential for profit growth will continue to expand.

$Alphabet(GOOG)$ Alphabet is at a critical juncture, needing to balance its AI advantages and market dominance with significant regulatory and competitive challenges. The company’s future success may hinge on how well it navigates these challenges while continuing to innovate and expand AI capabilities across its product portfolio.

$Marathon Digital Holdings Inc(MARA)$ The number of available shares to short for MARA was around 1.9M (1,900,000) at last Friday's close. If BTC drops further, there will soon be none.If Institutions start buying, we could easily see a short squeeze. What was "very squeezable" in June is very, very, very squeezable in September. From mid June to mid August, MARA went from 67M to 82M shares short. Where do you think the short interest is now?I see lots of 10% plus days ahead for MARA and all shorted miners.Good luck.

$SUPER MICRO COMPUTER INC(SMCI)$ It's clear that, as long as demand for AI products and services keeps growing, Nvidia and Supermicro will benefit. And the companies both have established solid earnings and share performance track records. The one thing that sets them apart right now is valuation. Nvidia trades for 38 times forward earnings estimates, while Supermicro trades for only 12 times estimates.Earlier in the year, their valuations were similar -- and at one point Supermicro was even more expensive. Recently, though, two pieces of news have weighed on the equipment maker. Short-seller Hindenburg Research issued a report alleging troubles at Supermicro, and, separately, Supermicro delayed the filing of its 10-K annual report. From what we k

$Palantir Technologies Inc.(PLTR)$ Tom Lee, head of Fundstrat Research, sees SP 500 to hit high at 15,000 in 6years or by 2030. This is so significant in relation to AI leaders both hardware and software that I meant PLTR. It means SP 500 will have an average growth of 44% per year, parallel to my calculation with Palantir. Only AI companies like PLTR can make this happen. I'm thinking SP inclusion is imminent between now and the next quarter.

$Intel(INTC)$ Intel with its very successful new chips (announced) is now collaborating with IBM, Dell and Microsoft. They will all be winners based upon Intel chips. Intel has it all, including the full backing of DOD.Intel is poised for success and could emerge as a leading force in the tech sector once again.

$Lululemon Athletica(LULU)$ LULU earnings were yuck and guide was putrid. Makes me wonder if US has hit peak Yoga Pants? How many overpriced yoga pants do US women really desire or need? Took loss on 1/2 of long LULU position and take loss on remained this week, possibly next. Time to move on.

$SUPER MICRO COMPUTER INC(SMCI)$ Where will SMCI be in 5 years? My estimate $4.5k to $5k. Since last time the company got government investigation and stock halted for trading and a fine of $17 million. How the stock performed? Well, I count from August 2020 about $25 (the month it got the $17 million fine) to this year's high of $1200k, the stock appreciated 4800%, or 48 times. Even with the price of 437, it is still up 1748%, or 17.48 times. Bottom line, SMCI is no Nikola or Lordstown which had no products and no customers. SMCI has real products and large installed base including many S&P 100 and S&P 500 customers. Buy the stock with confidence and hold for the next 5 years.

$Alphabet(GOOG)$ Without a new CEO, with a new vision, this stock will keep going down. Wall Street views this as a value trap and rightfully so. Everyday OpenAi and competitors are doing something different and google is doing more of the same.

$Micron Technology(MU)$ Wow 7% down. What for Show is this. Micron is sold out and made more than ever money. What for Bear game is this ? Wiping all retail longs out. Institutions already own 85-90% of the float. Revenue Nvidia grew 100% compared with 2th quarter 2023. Insane market.

$Alphabet(GOOG)$ it's important to remember that GOOG has consistently shown resilience, even during volatile times. Agreed, nothing is crash-proof but dismissing GOOG's potential for growth might be hasty. Alphanso_AI seems to share this optimism, giving GOOG a buy rating with a score of 9.8/10 considering its profitability and catalysts.

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ If I could add NVDL at $58 or better before the earnings report, I would do so with confidence. If the stock drops significantly after the earnings release, I would wait about three days and then consider doubling down for a long-term hold, aiming to benefit from the company's growth over the next year.I regret selling NVDL too early. The recent price movements have shown that the stock has potential for significant appreciation, and my earlier exit missed out on potential gains.

$Tesla Motors(TSLA)$ Electric cars and semis, solar panels and battery systems, rockets, AI, and mega power storage—these were once the stuff of science fiction. Yet, they are now part of our everyday reality, driven by innovations and advancements that seemed unimaginable not too long ago.Given Tesla's leadership in these cutting-edge fields and the ongoing advancements in electric vehicles, energy storage, and beyond, it's not surprising that many believe Tesla's stock will continue to rise. The company's ability to innovate and drive progress in these crucial areas positions it for significant future growth.Yes,Tesla stock will go higher. The future is here, and it's electrifying.

$Microsoft(MSFT)$ MSFT still isn't to the overall 0.5 fib retracement to its all-time high, but it's still in a very bullish trend. Whales are still being a little hesitant buying back in. We may see a dip/resistance in the $425.94 area. Keep an eye on the 30-minute RSI trend line to see when the bullish trend is ending - that's when we'll likely get a largerish pullback as it's going up.

$NVIDIA Corp(NVDA)$ Nvidia is up almost 150% for the first half of 2024. And if it doesn't move much for the rest of the year, that's fine with me... we will have beat the market and taken some real profit. Beyond that, I am confident Nvidia will rise more as we move on towards December. I'm staying long.

$NVIDIA Corp(NVDA)$ Well, nothing goes up every day but it looks like that $70, $80 or less thing being pushed by some in prior weeks must have been somebody’s pipe dream. Good to see games, fear tactics & manipulation do not always work. Congrats to real investors!

$Taiwan Semiconductor Manufacturing(TSM)$ The thing about semiconductors is that they really are the new gold, but much more functional. The industry goes through cycles, but I think we are in an extended period of expansion. Unlike the dot.com boom and bust there are actually proven cases semiconductors. Also is hard to get ahead of yourself when you have a backlog and your clients are paying cash. Even in a recession hardware needs upgrading. Neglect upgrades at your competitive peril. Buying .

$CrowdStrike Holdings, Inc.(CRWD)$ Warren Buffett sold 50% of his holdings in AAPL and this company didn't mess up like CRWD did. As of now, he has about $270 billion in cash. He has been preparing for a bear market for a while. So, do you want to bet against this man? I wouldn't. And if he's right, do you think investors will pay to buy an over-priced stock like CRWD? I highly doubt it.