WillWilliam James

Seeing Microsoft’s stock hit new all-time highs again naturally got me thinking about another potential winner Meta. In fact, Meta’s share price has already surged past $700, well beyond its previous ...

Lately, I’ve been seeing AMD once again leading gains among chip stocks, and to be honest, I’m becoming increasingly bullish on its potential to push past the $140 mark. As a regular retail investor, ...

Recently, both Morgan Stanley and Goldman Sachs turned bullish on Tesla, with high expectations for its upcoming Robotaxi business. Morgan Stanley raised its price target to $410 in a June 3rd report,...

Lately in the stock market, there’s been a lot of talk about the "Goldilocks moment"  a situation where prices can’t be too high or too low, but just right to hold steady and get ready to take off. An...

Circle and its stablecoin USDC have been heating up again in the market lately. A lot of people are asking: does it still have room to grow, or are we nearing the top? As a regular investor, I think w...

Today, NVIDIA (NVDA) closed at $141.22, up 2.8% in a single day, with its market cap soaring to $3.45 trillion, surpassing Microsoft to reclaim the title of "world's most valuable company." This isn't luck—it's the result of NVIDIA capitalizing on the AI wave to reap the biggest rewards.

NVIDIA's profitability is truly staggering. In its latest fiscal quarter, revenue hit $44.1 billion, up 69% year-over-year, while net profit approached $20 billion, a 26% increase. Its most lucrative segment, the "data center" business—which specializes in providing chips for AI training—contributed $39.1 billion, accounting for an ever-growing share. This solidifies its position as the "undisputed leader" in AI infrastructure.

Despite the sharp rise in its stock price, many worry it's overvalued and due for a correction. While valuations aren't cheap, many institutions remain bullish. For example, investment bank Jefferies has named it a "top pick," with a price target of $175, projecting future gross margins above 70%—a near-unprecedented level in the hardware industry.

So, what should ordinary investors do? It's simple:

If you believe in the AI industry as a long-term trend, NVIDIA is a stock worth watching.

But if you're a short-term trader or feel uneasy about the rapid gains, avoid chasing the rally. Instead, wait for a pullback to buy gradually or use dollar-cost averaging to enter the market.

In summary, NVIDIA is no longer just a chip company—it's a "critical infrastructure provider" for the AI era. Short-term volatility is inevitable, but in the long run, its technological edge and market position may still have room to grow.

$Palantir Tech(PLTR.US)Recently, the news of Musk and Trump "splitting" has caused a market reaction. In the past, these two "big shots" in the tech and political circles had a good relationship, but recently it is said that after a private meeting, they parted ways unhappily, and Musk clearly stated that he would not support Trump. This "breakup" indirectly drew investors' attention to another key player—Palantir (PLTR). Why? Because this company is deeply tied to the Trump administration, its main business is providing big data analysis and AI decision platforms for governments, military, and intelligence systems, essentially "helping people see what others can't."

During Trump's administration, Palantir secured many large contracts. Now, if he is likely to return, Palantir naturally becomes one of the "political market" beneficiary stocks. Data shows that since the end of 2024, Palantir's stock price has soared over 140%, breaking through $130 in May 2025. Some Wall Street analysts call it a "quasi-military giant in the AI implementation field." At the same time, it is also accelerating the expansion of commercial clients, covering healthcare, manufacturing, and finance, gradually reducing its reliance on the government.

The key is that it is not a "shell company" hyping AI concepts. Palantir's products have been deployed in real-world scenarios such as the Ukrainian battlefield, border intelligence, and healthcare. CEO Alex Karp also stated that the company pursues long-term strategic advantages rather than short-term profits. Although its current valuation is high, and there is even controversy about "overdrawing the future," this precisely reflects the market's recognition of its long-term value.

I believe Palantir is a rare "certainty + policy theme" dual-driven stock at present. It benefits from political expectations and has the ability to implement technology, making it a very promising growth stock. However, one must be cautious of the uncertainty of political transitions and high volatility, suitable for investors with judgment and the ability to withstand pressure. In the long run, commercialization speed and profitability remain key observation points.

In summary: **Palantir is not a "sure-win" stock, but it is currently one of the most story-driven and certain quality stocks worth deep tracking.** Suitable for those with clear thinking and rational judgment, rather than blind followers.

Recently, news about "tariffs" has been flooding the screen again. To be honest, I haven't felt such a direct impact of policy uncertainty on my life and judgment for a long time. On May 30, the U.S. Federal Court of Appeals suddenly reinstated most of the Trump-era tariffs on China; on the same day, Trump himself publicly stated that China "completely violated the trade agreement" and sarcastically mentioned "only buying tacos." These remarks directly triggered a sharp market reaction: all three major U.S. stock index futures fell, while spot gold and the U.S. dollar index also declined. Chinese stocks listed in the U.S. were also dragged down...

$Tesla(TSLA.US)Tesla has finally welcomed a real "blockbuster expectation"—Elon Musk personally confirmed that Robotaxi will be officially launched on June 12! Many are asking: Is this Tesla's chance to turn things around this year? I think it's quite possible.

First, we have to admit that Tesla has had a tough year so far—its stock price has dropped over 25% since the beginning of the year, and global deliveries have also been under pressure, especially in the Chinese market where it's being challenged by BYD and Li Auto. But Robotaxi is a different game—it's a potential turning point that could disrupt the entire mobility industry. If it materializes, Tesla would no longer just be a car seller but an "autonomous driving service platform," changing the entire narrative.

Why is the market so focused on Robotaxi? Simply put, this isn't just a "hardware innovation" but a new gateway for "business model monetization." You can think of it as a fusion of "iPhone + Uber for cars." According to ARK Invest's predictions, the global Robotaxi market could reach $9 trillion by 2030. If Tesla captures even 10% of that, its profits and valuation would be astronomical.

Another overlooked point: FSD (Full Self-Driving) has been rolling out faster in North America recently, with noticeably improved user feedback, indicating that the technology is nearing commercial readiness. Tesla has long claimed that FSD software will be a core profit driver in the future, and this is tightly linked to Robotaxi.

From a market perspective, Tesla's valuation has been heavily compressed, and many institutions are quietly increasing their positions. For example, Cathie Wood's ARK Fund bought tens of millions of dollars worth of TSLA last month, betting on this "Robotaxi gamble."

Of course, whether Robotaxi can truly materialize, whether policies will support it, and whether the public will accept it remain challenges. But in terms of stock price momentum, the period leading up to June 12 could see a wave of "expectation hype + sentiment recovery." If Musk can showcase a decent demo or business model, market sentiment could reverse instantly.

So, this time, it might not be about whether the rebound can sustain but whether Tesla can tell a new story. And that story might just begin on June 12.

$NVIDIA(NVDA.US) Jensen Huang sold NVIDIA shares again, causing many to worry: Will it plummet like it did last August right after the sale? But I think this time is different, and it might reveal some positive signals.

First, this sale wasn’t a sudden decision to "exit at the peak" but a pre-arranged transaction under the 10b5-1 plan. This mechanism is designed to avoid "insider trading" controversies, where executives set up automated sales months in advance. So, just because he sold some shares during a rally doesn’t mean he’s bailing out.

Looking at fundamentals, NVIDIA’s Q1 2025 earnings report was explosive: revenue hit $26 billion, up 262% YoY, net profit surged 628%, and data center revenue soared to $22.6 billion, accounting for 87% of total revenue. This shows no signs of slowing demand for AI chips, especially with major clients like OpenAI, Microsoft, and Amazon placing massive orders. Growth in the coming quarters looks even more solid.

Moreover, NVIDIA’s Blackwell chips haven’t even scaled up production yet. Many analysts predict this new product will trigger another wave of data center purchases. Goldman Sachs, Citigroup, and others have raised NVIDIA’s target price to over $1,200, citing its dominance in AI chips and control over the entire ecosystem.

Looking at the broader AI sector, TSMC’s May capacity utilization also hit a record high, reflecting strong downstream demand. Competitors like AMD and Broadcom are catching up, but NVIDIA still leads in technology and market share.

Of course, at such high stock prices, any minor news—macro rates, policy changes, or media interpretations—can trigger volatility. Last August’s drop was partly due to market sentiment that "it rose too fast," but in hindsight, it was just a pause before another rally.

My take: Short-term volatility is likely, but this isn’t the peak—it’s more like halftime. Jensen selling some shares doesn’t mean he’s bearish, just like taking profits when trading stocks. If you believe in AI’s long-term value, this pullback might be your "don’t miss out" opportunity.

$Tempus AI(TEM.US)

TEM's stock price suddenly dropped by 15%, which must have made many people panic and think about selling immediately. However, I believe this might actually be a good buying opportunity. First, let's talk about the fundamentals. TEM's recent earnings report showed a 36% increase in revenue. Although it didn't fully meet Wall Street's forecasts, this growth rate is quite impressive in the medical AI industry. The company focuses on genomics and medical data services, both of which are in rapid development stages with significant market demand. According to the market research firm Statista, the global medical AI market is expected to grow at a compound annual growth rate of over 20% in the next five years, indicating substantial potential.

Regarding short-selling, a short-selling firm, Spruce Point, raised doubts about TEM's revenue quality and profitability data, which has made some investors nervous. Short-sellers often exaggerate risks, and this time, it has put considerable pressure on the stock price. On the other hand, professional investors like Cathie Wood's ARK Invest have taken this opportunity to buy over 400,000 shares of TEM, indicating strong confidence in the company's long-term prospects.

From a technical perspective, the stock price has fallen near a key support level, and many technical indicators suggest it is oversold in the short term, potentially leading to a rebound. Last year, the company's R&D expenses increased by 20% compared to the previous year, showing that TEM is still investing heavily in product and technology development, particularly in AI chips and medical algorithms, which could lead to more competitive products in the future.

Of course, risks must also be acknowledged, such as global supply chain tensions, geopolitical uncertainties, the delicate state of U.S.-China relations, and competitive pressures. However, overall, the market's reaction to these risks seems excessive, and the stock price drop has exceeded the changes in fundamentals.

In summary, this 15% plunge seems more like a short-term market sentiment fluctuation rather than a reflection of bad news. If you believe in TEM's technological strength and industry prospects, the current low price might be a good opportunity to buy. As a Morgan Stanley analyst said, "TEM has a solid position in the medical AI field with significant growth potential in the future."

$NVIDIA(NVDA.US)

NVIDIA's (NVDA) earnings report is not just about whether this quarter is good or bad, but a major test of confidence for the entire AI industry.My personal view is: $150 is not a resistance level, but a springboard.

Why do I say that? NVIDIA is the one selling "water" during this AI wave. Everyone is frantically building models, while it quietly sells chips—OpenAI, Microsoft, Google, which one isn’t its customer? The flagship H100 chip has almost become the standard for high-end AI training, with data center revenue surging 280% last year, much of which hasn’t fully reflected in last quarter’s earnings.

Financially, NVIDIA is rock-solid. Over the past four quarters, EPS has consistently exceeded expectations, and gross margins have returned to over 75%. This isn’t about hype propping up the stock price but genuine profit-driven growth.

As for valuation, while many think it’s expensive, compared to the entire AI industry chain, NVIDIA is the one that can most effectively monetize.Meta and Google are spending tens of billions on chips to train models—whose pockets is that money going into? NVIDIA’s. While TSMC and AMD are still "making chips," NVIDIA is already "collecting rent."

Of course, there are risks, such as export restrictions due to U.S.-China relations and market concerns about the sustainability of AI growth. But look at recent events like Microsoft Build, Google I/O, and OpenAI’s GPT-4o—AI is now truly part of operating systems, browsers, and phones. The computing power behind all this? Still NVIDIA chips.

Not to mention, after the H100, the H200 has already started shipping, with faster inference and larger memory, poised to become the new flagship. The Blackwell architecture is also on the way, maintaining a technological lead.

So if this earnings report continues to meet growth expectations, the market will likely push the stock price to the next level. Don’t forget, many Wall Street institutions have already set target prices above $200. The current $150 might just be the runway before takeoff.

The AI revolution is just beginning, and NVIDIA remains the ace. The question isn’t whether it will break $150, but—are you ready to keep up with its next move?

$Unitedhealth(UNH.US) Recently, I looked at the stock price trend of UnitedHealth (UNH) and felt it's under some pressure now. The stock price rose sharply in the past few months, but recently it has seen a pullback, falling for several days, which is quite normal. After all, the previous rapid rise needed some consolidation to digest the gains.

From a technical perspective, UNH recently encountered a significant resistance level. The stock price failed to break through several times, and the trading volume didn't increase, indicating a tug-of-war between bulls and bears, with investors feeling hesitant. Typically, in such cases, the stock price will consolidate sideways until market sentiment stabilizes before deciding on a direction. The MACD and RSI indicators also show short-term overbought conditions, making the adjustment reasonable.

However, don't forget its solid fundamentals. UnitedHealth is the largest health insurance company in the U.S., with a broad business scope, stable customer base, and consistent growth in revenue and profits. Its recent earnings report was strong, with steady revenue growth and healthy net profit levels, without any unexpected losses. Healthcare is a necessity-driven industry, and with the aging U.S. population and growing medical needs, UNH's business is well-positioned for the long term.

Additionally, the healthcare industry is generally counter-cyclical, less affected by economic fluctuations. Even during economic ups and downs, people still need medical care and insurance, giving UNH some defensive strength. The company is also investing in digital healthcare and health management services to improve efficiency and reduce costs, which bodes well for future profitability.

As for the future trend, I think there might still be short-term volatility, especially if the broader market remains choppy, which could drag UNH down. Investors should be mentally prepared and not panic at the pullback. The key is whether UNH can break through the current resistance level. If it does, the stock price still has room to rise further.

In summary, UNH is a fundamentally strong company with good industry prospects. Short-term adjustments don't change its long-term value. It might be worth considering gradual accumulation during the pullback, as opportunities and risks always coexist.

$Trump Media & Tech(DJT.US)

Recently, many people are discussing Trump's DJT (Trump Media & Technology Group) planning to invest $2.5 billion to enter the Bitcoin field. Friends and communities are asking: 'Can this push Bitcoin to $120,000?' As an ordinary investor who has been following the crypto market for years, I'd say: It might rise, but don't be blindly optimistic.

First, while $2.5 billion seems like a lot, Bitcoin's circulating supply is actually limited. Many early coins are held long-term, and the actively traded coins are far fewer than the total supply. So, a large inflow of funds can indeed drive up prices. Especially now, with market sentiment already optimistic, politically-backed financial moves like this are more likely to be amplified.

Second, after Trump's re-election, he publicly supported cryptocurrencies, clearly stating he wouldn't ban Bitcoin and opposed central bank digital currencies, believing they threaten personal privacy and property rights. He also said the U.S. should lead globally in crypto. These policy signals have made the market react positively, expecting a new wave of growth in the crypto market under his leadership.

However, reality is more complicated than imagination.

✅ The market has already priced in some of the positives. Bitcoin and related stocks have risen recently, but after news breaks, there's often a 'buy the rumor, sell the news' effect, leading to short-term pullbacks.

✅ To push Bitcoin to $120,000, besides news, sustained large-scale funding is needed. $120,000 is about 9% higher than the current price, requiring billions in new buy orders. Only with more institutional funds—like pensions and sovereign wealth funds—entering the market can prices rise steadily, which also depends on better regulation and macro environment.

✅ Historically, Bitcoin's surges during bull markets have been massive, but they were driven by retail FOMO and loose liquidity. The current rally hasn't reached the frenzy stage yet. While $120,000 is plausible, it also feels like painting an overly optimistic picture.

I believe DJT's $2.5 billion is a spark, not the engine. It can boost market sentiment, but for Bitcoin to truly reach $120,000, more funding and policy support are needed.

💻 Is NVIDIA still worth paying attention to? I think it would be a shame not to.

It's no longer just a company that makes graphics cards, but has become the "computing power core" behind the entire AI era. ChatGPT, autonomous driving, and various AI robots you see today all require powerful computing capabilities—and NVIDIA is the world's most powerful "computing power provider."

You can simply understand it this way: whoever wants to move fast in AI must use NVIDIA's chips. Whether it's OpenAI, Microsoft, Google, or AI startups you've never heard of, most are using its products.

Even more impressive is that it now not only sells chips but also offers "complete systems"—providing platforms, software, servers, and even leasing computing power. It's like a company that used to sell only hammers now also provides workers and construction teams. Can profits not rise?

Its financial reports are solid, not driven by hype. Revenue and profits are growing significantly. CEO Jensen Huang calls AI the "new industrial revolution," and he is truly driving it.

Of course, the stock price has already risen a lot, and there will definitely be short-term fluctuations. But in the long run, if AI continues to explode, NVIDIA will essentially be the "engine" of the entire industry.

$NVIDIA(NVDA.US)

🚗 Tesla, can it still rise? I think there's a chance.

Recently, Tesla's stock price has been quite volatile. Although it dropped significantly before, it has slowly been recovering lately. Many people are asking: Is Tesla about to "take off" again? I've also looked closely at the recent news, and honestly, I think it still has plenty of upside potential.

First, let's talk about a very practical matter—Musk has recently "returned to his main job." He said he will continue to personally lead Tesla for the next five years and focus on technology, rather than running around doing other things. This "CEO returning to the battlefield" attitude is actually a confidence booster for investors.

Then there's the long-awaited autonomous driving. Tesla is preparing to launch Robotaxi (autonomous taxis) in the U.S. and has even developed a prototype called "Cybercab," which looks pretty cool. This isn't just talk—the testing program in Texas is about to start soon. If this succeeds, it would be a major industry breakthrough, just thinking about it is exciting.

Here's another solid piece of data—Tesla's Model Y has become the best-selling car in Norway, one of the countries with the highest EV penetration rates. What does this mean? It means that even in a highly competitive market, Tesla's product strength and brand power are still strong.

Of course, it's not all smooth sailing—competitors like BYD are indeed strong. But Musk's advantage is that he always comes up with things others can't. So I think Tesla is like a compressed spring right now—despite short-term fluctuations, as long as the products and technology deliver, the stock price could still have room to grow.

$Tesla(TSLA.US)