This year, I want to focus on investing in both TSLA and HIMS, aiming for an annual return of over 100%.
The reason for investing in TSLA is that there are still many ignorant people who only think of it as an EV company. Elon Musk said in last year's Q1 earnings that he would focus on investing in production facilities rather than vehicle production this year. If a budget version model produced by those facilities is released, the customer deliveries will likely change significantly. Moreover, the highly anticipated robotaxi, which is on the verge of practical use, may even operate within this year. If it reaches that point, surpassing $1000 by the end of the year seems feasible.
The reason for investing in HIMS is similar to the customer deliveries for TSLA, as the stock price drops by about 10% just by the possibility of competition supplying weight loss drugs, which represent less than 10% of its revenue. Furthermore, the offered price is 20% cheaper than the competition's, and no stockouts have occurred. The company's growth rate is also remarkable, maintaining a 70% pace in revenue since its founding 7 years ago. The current revenue has reached half of PLTR's, yet for some reason, its Market Cap is cheap compared to PLTR, at only 1/30th.
Having said that, I also buy NU and NFLX.

Good morning to all Moomoo users!Here are the key points of this morning's report.
●【Tokyo stock market forecast range】 15,000-20,000 yen (closing price on the 11th: 22,224.02 yen)
●US CPI gives confidence to the Fed, July FOMC is worth noting for interest rate cuts
Rotation in the US stock market: Justification for rate cuts due to CPI deceleration, selling of high-tech stocks and buying of latecomers' stocks.
Dollar-yen sharply declined due to the US CPI, with reports of intervention by the Ministry of Finance.
The voice of "Biden overthrow" is expanding among the Democratic Party in the US.
Sell off Tesla as the announcement of robotaxis is rumored to be delayed until October.
Apple and the EU settle over payment services, ending the antitrust investigation.
－moomoo News Amelia
Market Overview
In the U.S. stock market on the 11th, the Dow Jones Industrial Average continued to rise with an increase of $32.39, reaching $10,753.75. The Nasdaq Composite Index, on the other hand, fell by 364.041 points, reaching 10,283.407. On the 12th, the Tokyo stock market is expected to experience a significant decline as selling pressure spreads across a wide range of stocks, including major ones.

This article uses automatic translation for some of its parts
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...

I want you to make goods