To The Moon

$Carlyle Group LP(CG)$ is literally everywhere. From aerospace and defense to healthcare, tech, and consumer retail, name a sector and they have a stake in it. By 2024, they are managing a whopping $420 billion in assets with 31 offices across six continents and more than 2,100 top-tier professionals running the game. And let’s be real, their private equity, real estate, infrastructure, and credit investments have been absolutely crushing it. Returns are solid, and their influence is next level, especially with their deep ties to U.S. politics. No wonder people call them the President’s Club. This is one powerhouse of an investment firm, and it is definitely worth keeping an eye on.

$Aurora Innovation(AUR)$ This year, Aurora has also formed partnerships with NVIDIA and Continental, further solidifying its industry chain. With technology, capital, and ecosystem all in place, future growth looks promising.

$XIAOMI-W(01810)$ Just pulled off a nice little profit with Xiaomi today—feeling so good! Honestly, Xiaomi’s come a long way in the past few years, and it’s not just the phones. Their smart hardware and internet services are really picking up. The growth in Europe and India is impressive, and it seems like their global expansion is really paying off!

If you put any faith in classical supply and demand curves, you have to be at least somewhat concerned that a massive $7.6 trillion in Treasury debt matures in 2024 and must be refunded (rolled over). Let's toss into the mix another $3 trillion in new debt issuance. These trends are not sustainable. Prepare for something unpleasant in 2024. This recent bounce in TLT might be purely technical without strong fundamentals. What happens to TLT if the US dollar crashes in the fx markets? The world at large clearly grasps that our obscene debt must be monetized. It can never be paid down by taxes or economic growth alone.$TLT$ Bearish

I thought I’d add I still haven’t sold ANY so far I bought 10 different times in total on the way down currently up about 6% here my price target to sell only a few high lots is 78.50 I will be holding the rest going long into 2024 with it good luck!!!!$BABA$ Bullish

Meta did what we all anticipated...Drive Revenue! Meta continues to be a growth company that will keep creating new products while driving user growth globally. I see this momentum to carry into the Fall and hopefully into 2024 should macros remain stable. Overall, it was a very good report!$META$ Bullish

Here is something for serious investors. Paypal had great earnings, increased guidance and yet some people want to only talk about margin pressure while ignoring the positive. How can a company be doing so well and at the same time some want you to believe they are falling apart?Look into the business segments of Paypal and what each is doing. Some parts of Paypal are in higher growth phases and have less margins while others have matured and have higher margins.   Trying to equate margin pressure on some of the company to the whole company is disingenuous. This is why when you look at Paypal in totality the slight margin decrease does not sync up with the improved earnings and guidance overall.  Have a great weekend.$PYPL$ Bullish看多

I’ve been investing for quite some time, and have used your approach and several others. The ones which work best are, 1) buy quantity stocks and hold, then buy more when others sell, 2) find ppl who are great at doing this and hop on board, like buying BRK or Magellan Fund when Lynch was running it, and 3) the best method: buy index funds, esp S&P500 and NASDAQ then go and enjoy life. I admit that I still like to pick ‘em, but if I’m honest, doing that is for fun, and all it does is hurt my long term returns. I started with S&P500 before AMZN started, so, of course, I missed the beginning of it, but the nature of indexing means that companies like AMZN get added and eventually earn a bigger portion of the fund.AMZN still has hungry leadership and deserves a presence in your portfo

$Grab Holdings(GRAB)$How do you create a taxi business with a 12 billion market cap? Well, you start with a 40 billion market cap and 9 billion in VC and IPO funds, then lose 200 million every month, until the money is gone.

$Bright Minds Biosciences Inc(DRUG)$Bright minds Biosciences Inc (DRUG) has just unveiled a new phase I drug known as BMB-101 for Dravet Syndrome..now is the time to buy. Let's take the opportunity to buy before all investors know the news.