$Applovin (APP.US)$ The trend is really awesome

$MicroStrategy (MSTR.US)$ I fucking let you rise

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 $NVIDIA (NVDA.US)$...

$Tesla (TSLA.US)$ it will crash soon. many people may cash out to take profit.

$ASML Holding (ASML.US)$ about time to join in the fun

$Super Micro Computer (SMCI.US)$ bull

$Super Micro Computer (SMCI.US)$ Earnings call live broadcast is coming soon! Based on the recent market performance of SMCI, I have made predictions for 3 scenarios:
Best case scenario forecast
Probability:30%
In the best case scenario, SMCI can successfully turn the situation around through the following actions:
1. Quickly find and cooperate with a new audit firm, and rebuild market confidence through improved financial transparency.
2. Strengthen governance structure to ensure the independence and compliance of the management team and the board of directors, and improve internal controls.
3. Maintain technological innovation in AI servers and liquid cooling technology, seize current market demands, and continue to expand market share.
As these measures depend on the company's internal efforts, cooperation from external audit firms, and the stability of market demand, the probability is around 30%. This probability takes into account the significant impact of the current negative news on the company, but its technological advantages in the fields of AI and high-performance servers may still provide the company with a turnaround opportunity.
Worst-case scenario prediction
Probability:50%
In the worst-case scenario, the risks faced by SMCI are as follows:
1. Failure to effectively rectify financial and governance issues, leading to further escalation of audit issues, which may trigger in-depth investigations by regulatory institutions and more severe financial scrutiny.
2. Loss of customer and investor confidence, which may result in customers switching to competitors, leading to a decrease in company revenue and market share.
3. The continuous low stock price or further decline has led to financing difficulties, affecting future business expansion and technology...