NVDA
NVIDIA
-- 126.630 TSLA
Tesla
-- 302.800 SMCI
Super Micro Computer
-- 45.540 PLTR
Palantir
-- 87.840 HIMS
Hims & Hers Health
-- 39.860 
Tokyo Electron Ltd. unsponsored ADR
Tokyo Electron raises full-year guidance in first quarter
Nothing else but amazing.
So I'm thinking of buying Nvidia and Applied Materials.
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