$Tilray Brands (TLRY.US)$The Lunar New Year is still two months away, could you please hurry up a bit, I need to get off the car.

The asia vets concept emerged at the end of 2022 with OpenAI's high-profile debut, going through the hype of large model GPU computing power and its upstream and downstream, then transitioning to the electrical utilities concept. Currently, hot software applications such as apps and PLTR have shifted the market focus from hardware to software.
It is undeniable that the mainstream hot stocks in the market now are electrical utilities (especially SMR and competitive power plants) and software. However, long-term investors can start laying out embodied intelligence (EAI) that combines hardware and software.
Embodied Artificial Intelligence (EAI) integrates artificial intelligence into physical entities such as robots, giving them the ability to perceive, learn, and interact dynamically with the environment. The biggest difference compared to previous robots isAI systems no longer rely on pre-defined complex logic to manage specific scenarios (code accumulation), but have evolved to learning mechanisms now (feeding data training), enabling them to continuously adapt to the operating environment
The concept's current biggest application scenarios are automated driving and humanoid robots (Androids).
Core concept stocks:Tesla $Tesla (TSLA.US)$(Regulatory easing completely reversed) The leader in automated driving and humanoid robots is the next Apple.   $Apple (AAPL.US)$! Next year, the stock most likely to compete with NVIDIA for the top spot in market cap.
nvidia $NVIDIA (NVDA.US)$...

$Unity Software (U.US)$ Recently, there may be a period of grinding at the current high level, then choose a direction. If looking upwards, is it possible to break through 28? The pressure at this level is still quite significant, with some difficulty. If going downwards, it may fall back to around 17. We can only wait for the next financial report season to see if any bright spots appear. Currently, if there are no better options, just continue to hold. No major issues.

$Rigetti Computing (RGTI.US)$ I don't think this is a big deal, in fact, it's even a good thing. Friends, this means we will have strong support at $2.

$Tilray Brands (TLRY.US)$ It can only be when it no longer exists.

$NVIDIA (NVDA.US)$
I think today's non-farm payroll data is not bad, but obviously, it has been interpreted as bearish news. I think it is to force Powell to cut interest rates by 50 basis points.
However, regardless of the situation, once nvda falls back to double digits, the bulls need to quickly start buying, just like last time. If it rebounds above 100, that would be even better.
In a bull market, investors should have the feeling that they need to get on the train as soon as it arrives, otherwise they will miss it. Otherwise, the market sentiment will dissipate. Once nvda falls below 90 and continues to decline, this wave is basically over.
Once the leader of this bull market, nvda falls, the bull market will come to an end. You'll see, it's already starting to crumble. $Tesla (TSLA.US)$ Today, it just directly shriveled up. The seesaw is also malfunctioning. In this bull market, some stocks may rise better than nvda, but no one can replace nvda's leading position.
My plan: If nvda falls to around 90-95, I will decisively buy more stocks. If I buy at this level, and the bear market really comes, then I can quickly cut losses without a big loss. If the bull market continues, nvda will at least return to 140, with a very good risk-reward ratio.

$Tilray Brands (TLRY.US)$ Block orders continue to enter the market, buying 10.31 million shares. Are you ready to fly to the moon? Hope all retail investors make money or get out of the predicament soon. 🙏

$Tilray Brands (TLRY.US)$ There are fund companies paying attention, everyone needs to be patient! This upward trend is inevitable.

$Advanced Micro Devices (AMD.US)$
Although I was lucky to sell half of my positions before the sharp drop in AMD, it is still my largest holding. And I added some around 150. So I still feel very anxious.
The main focus of the financial report is on the outlook, how much is the growth rate of the ai chip market, and whether amd can quickly grab more market share. As the second in the high-performance computing sector, amd is indeed lagging behind quite a bit this time. Nvidia has a market share of over 90%, while amd is still below 5% (as for Intel, it belongs to 'other' and can be ignored). The market share of the second in the industry should account for at least 10% to be reasonable. So amd still needs to make efforts.
As for $NVIDIA (NVDA.US)$ Now it's starting to make up for the decline. I bought some at 110 before, and now I'm in a bit of a loss, but the position is small, so it doesn't matter. If amd's financial report is not good, Nvidia may really see two-digit prices. That's two words: very tasty. I will definitely buy back some.
There are too many major events this week, but regardless of whether there is an economic slowdown, when the Fed will cut interest rates, at least for now, the ai chip sector doesn't seem to have any major problems. If there are issues, other industries are likely to suffer more. For example, the consumer sector has already collapsed, even P&G is struggling to sustain (see the following stocks, all plummeted to what extent: $Nike (NKE.US)$ ， $Lululemon Athletica (LULU.US)$ ,......

$Palantir (PLTR.US)$ I'll buy it by 19