I do think LeaderDrive (688017) is China's standout component leader in the robotics sector. I've done a lot of research on other robotics picks / $TSLA Optimus suppliers, but LeaderDrive is extremely unique. Compared to others doing lower margin assembly, or lower value components, with higher design out risk. Western institutions like Goldman Sachs Research flags LeaderDrive many times: -> As a company with high technology barriers (eg. harmonic reduction gear). -> and likely capturing high component value costs like planetary roller screws of each humanoid produced. In simpler terms with LeaderDrive, you cover: 1. Many different components, with high barrier to entry 2. High BOM of each humanoid made, if you combine them together 3. Mass production capability at low cost. For each humanoid made. Please do your research on this topic before making your own decision; but long-term if you believe in humanoid sector growth: I think LeaderDrive (688017) is very compelling. Risk is mainly coming from other emerging Chinese companies taking over market share of different individual components. As well as mass-production margins decreasing over time; as seen with $VPG going from $750 (for early stage pre-production) -> $150 for sensors. But in general, I don't believe companies outside China like Harmonic Drive (6324) can achieve the same costs for mass production, which is why $TSLA Optimus is creating extensive supply chains from China. So we'll likely see supply chains be bifurcated with cheap mass production $15k-20K humanoids from Chinese supply chains. And higher cost humanoids from Western supply chains. Again if you look at current P/E ratios and say it's high; a lot of it is misunderstanding comes from not looking at forward growth: Nothing has been mass produced yet. AGIbot has recently achieved 10k units produced back in March. But in the next 3-5 years, the TAM of the humanoid/robotics sector forecasted by Elon Musk and others very large, if he's expecting millions of humanoids to be produced a year. So my expectation is the current $10.65B MC would look very tiny in hindsight of LeaderDrive's market capture of the overall robotics market. So I don't believe thesis like this should be measured in short term timeframes (or that people should actively trade names like these). Moreso a long term investment idea about how this company could capture a material part of the overall humanoid market that exponentially grows over the next few years.

Yes, we talked about why aggressive sizing in some stocks is necessary. This is what I’ve learned from the very wealthy in Asia over the past decade through my observations and interactions with them. Without proper position sizing, meaningful wealth creation is almost impossible. Holding just 100 shares in the right stocks — even in names like $AMD, $NVDA, $AVGO, $TSLA, $MU, $MRVL, $ARM, or $INTC — won’t change your lifestyle or retire you. When we’re in the right stocks, we should size up aggressively during big discounts and continue to add when bullish signals flash across the screen. Maybe Cat @cantonmeow will share a chapter on position sizing in his new book. It really takes us 3-4 weeks to fully explain this.

Good stocks are trading at a premium for a reason. If you keep waiting for your dream entry prices or an Elliott Wave correction, you will almost certainly miss the ongoing uptrend. Based on my observation of many Elliott Wave charts, the common projected targets I've seen are: • $ONDS at $2 • $PLTR at $60 • $TSLA at $200 • $NVDA at $62 • $AMD at $120 • $HOOD at $45 • $SOFI at $12 That said, I’m not certain we will actually see these levels — nobody has a crystal ball. All technical predictions are simply for reference. To me, Elliott Waves are like horoscopes: interesting but not something I rely on. I prefer to trust my own analysis and conviction rather than follow random chart drawings.

Honestly, looking back to late March and early April, the majority of voices on X were loudly calling for a sharp drop in May. Targets like $SPY to 5,800, $PLTR to $60–$100, $NVDA to $82, $TSLA to $280, $ONDS to $2, and $AMD to $120–$160 (mostly based on Elliott Wave counts or gap-fill theories) were all over social media. In hindsight, it became very clear who the real TA guys are and who the fake ones are. The genuine ones stayed objective, respected the higher-timeframe trend, and didn’t force ultra-bearish counts just to sound smart or chase engagement. The fake TA crowd, on the other hand, kept recycling the same broken patterns and doomsday scenarios — predictions that have been consistently wrong for years. Had anyone followed those fake calls, they would have completely missed this powerful parabolic rally. Retail sentiment remains low while a good portion of institutional money is still sitting on the sidelines. This is exactly why I see significant upside ahead. Every dip over the past three years has been a strong buying opportunity — and I believe this will continue. I have been holding and accumulating my winners since Jan 2023, as my research and technical analysis point to much higher prices. This is not financial advice — always do your own due diligence. But here’s the truth I’ve learned: don’t let the loud permabear noise affect your logic or strategy. The fake TA guys have been wrong for over a decade, and their excuses (recession fears, “it’s different this time,” broken wave counts) are getting weaker with every missed call. The market climbs walls of worry. Real edge comes from filtering out the noise, trusting your own process, and recognizing that fear is often the best contrarian signal. Stay disciplined, keep studying, and let real analysis — not the loudest voices — guide your decisions.

RT @dannycheng2022: $TSLA (May 23, 2026-weekly chart) I shared my buy orders for $TSLA with Tier 3 members at least five times during March and April. I’m pleased to say that my accumulation is now complete. Over the past five years, my weekly chart buy and sell signals for $TSLA have been accurate most of the time. What I do is quite straightforward — I simply focus on the volatility hole, which gives me a clear trend reversal signal. Over the past eight weeks, I’ve been patiently accumulating $TSLA between $350 and $400 amid widespread retail fear and skepticism. I don’t rely on complex technical analysis, moving averages, or trend lines. Instead, I stick to my own method. At the end of the day, my chart speaks more than a thousand words. @cantonmeow

Well $VPG ended up tripling since my thesis post. I got the ASP wrong in my original thesis, was $150 mass production rather than ~$750 midpoint quoted by management. And $TSLA design out risk made me cut concentration. But 3x regardless not too shabby. https://t.co/ksB8ZrnnEg

I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids: $RKLB / $SPCX / $PL = Death Star $LASR / $SIVE = Laser Beams $TSLA / Unitree = Battle Droids https://t.co/C53qKjWrS8

It’s not about copying others’ indicators or relying on simple technical analysis alone that ultimately wins in the market. Real success comes from conviction — the wisdom to select strong stocks, the discipline to hold through volatility, and the courage to add during major discounts when retail sentiment is filled with skepticism and doubt. Today’s interview with @sheslee was truly eye-opening. It reminded us how important it is to pick your own conviction stocks based on personal research, rather than blindly following any system or indicators. Our Top 3 Conviction Stocks (not in any particular order): 1. Lee @sheslee : $PLTR, $OSCR, $BB since 2023 2. Cat @cantonmeow : $PLTR, $TSLA, $CIFR since 2023 3. Danny @dannycheng2022 : $PLTR, $NVDA since 2023 and $AMD since 2025 We are very transparent and happy to share our conviction stocks openly because we sincerely want everyone to win and succeed through long-term investing, not by trading in and out! @cantonmeow @sheslee

Danny @dannycheng2022 and myself were sitting at his clubhouse, and we got a hold of what we think is a legendary fundamental investor and trader @sheslee. We went through how she was one of the early investors in $TSLA, how she sold near the top and migrated heavily into $PLTR in the single digits, as well as recent successes with $OSCR and $BB and more! I wished we could keep going, but @dannycheng2022 and I have to go destroy the buffet right now. We hope to have a part 2 with @sheslee to discuss what she think could be the next $TSLA and $PLTR soon!

$TSLA (May 24, 2026-weekly chart) My weekly chart spans from the week of November 23, 2023, to May 24, 2026 — a complete 3-year timeframe. Looking back, the weekly signals have been remarkably accurate, with clear buy and sell signals highlighted. Strong buy signals include: Volatility Hole + Red Candle + Gradual Increase in Whale Accumulation + signals from my private system (not shared publicly). Sometimes you don’t need multiple winners. You only need one high-conviction ticker with a proven track record of accurate signals. Always focus on the weekly charts — not the noisy daily charts — when it comes to major stocks. Patience is the key!

New laptop, new setup. I don't have my usual mic with me (apologize for the audio ahead of time), but I recorded 12 videos on 37 (!) tickers for @dannycheng2022's Patreon last night and this morning, with deep analysis on $PLTR $TSLA $NVDA $AMD and thoughts on $FUTU and $TIGR. https://t.co/lsgIO4HakP

$TSLA (May 23, 2026-weekly chart) I shared my buy orders for $TSLA with Tier 3 members at least five times during March and April. I’m pleased to say that my accumulation is now complete. Over the past five years, my weekly chart buy and sell signals for $TSLA have been accurate most of the time. What I do is quite straightforward — I simply focus on the volatility hole, which gives me a clear trend reversal signal. Over the past eight weeks, I’ve been patiently accumulating $TSLA between $350 and $400 amid widespread retail fear and skepticism. I don’t rely on complex technical analysis, moving averages, or trend lines. Instead, I stick to my own method. At the end of the day, my chart speaks more than a thousand words. @cantonmeow

Who could have thought China was holding all the cards over humanoid mass production? Really if America sees a future in $TSLA or Figure robotics programs. Maybe it’s time to start pouring more funding sovereign rare earths supply chains. Whatever we’re doing now isnt enough. https://t.co/VQXh9otLMi

RT @cantonmeow: This is what I said on @dannycheng2022's Patreon this weekend: " $TSLA got rejected at 452 and likely will land on either 418 or 408-410 to find support. It is forming higher highs and higher lows, and the weekly bull trend is intact." While it doesn't have to, because the down move currently doesn't have any volume, touching the 20 day SMA at 402 is also possible. This is me being objective here. It's forming higher highs and higher lows, and the change of trend started with huge volume. I cannot be too bearish on $TSLA.

This is what I said on @dannycheng2022's Patreon this weekend: " $TSLA got rejected at 452 and likely will land on either 418 or 408-410 to find support. It is forming higher highs and higher lows, and the weekly bull trend is intact." While it doesn't have to, because the down move currently doesn't have any volume, touching the 20 day SMA at 402 is also possible. This is me being objective here. It's forming higher highs and higher lows, and the change of trend started with huge volume. I cannot be too bearish on $TSLA.

They Called Every One of My Buys a Bubble: $NVDA, $TSLA, $PLTR, $AMD, $NBIS, $IREN, $ONDS… Now Trump Is Buying (May 15, 2026) When I bought my first $NVDA shares in January 2023, everyone called it a bubble — the P/E ratio had soared to 114.8x. When I picked up $PLTR at $8.80, the verdict was the same: just another overhyped meme stock with no real business or valuation. In the summer of 2024, I started reloading $TSLA below $170, only to be told it was obviously in a massive bubble with its triple-digit P/E. In May 2025, I added $AMD near $110, and the permabears once again insisted the top was in. Since last summer, I’ve been steadily accumulating $NBIS, $IREN, and $OND — and the “this is a bubble” warnings followed me there as well. Now, deep into 2026, the bubble chorus has only grown louder. Yet President Trump continues to load up on stocks himself. So the question is simple: will the bubble bears finally be right… or will Trump win again?

I do like Harmonic Drive (6324) as the Western Leader (eg. harmonic reduction gear) at ~$4.2B MC. Very large part of robotics/humanoid BOM value. I actually like Leader Drive more (since it's cheaper for mass production, covers more parts). And maybe Sanhua for $TSLA Optimus. But prefer to advance Western supply chains with my capital over ones in China. It's not just profiting off markets, but what you want to get accomplished as well (helping advance US supply chains and Robotics leaders).

@Dog_Ziller I actually think $AMZN for robotics is extremely underrated. Since since there’s immediate practical upside to lower opex + headcount for automation. But for general purpose $TSLA, Unitree, Figure, Boston Dynamics, Agibot, Agility, and others should do well.

“Robotics may be the biggest product category of all time” - $CDNS CEO. “The projection is $25 trillion. The whole GDP of the world is $110 trillion. So this is huge if this happens.” Extremely bullish on robotics/humanoids directionally. But maybe it’s time for $TSLA and America to really start prioritizing how we build it outside Chinese supply chains?

All right chat. I need some more ideas on the early $RKLB equivalent for humanoid exposure. 10x+ potential returns only in the next 2 years and more pure play exposure than $TSLA. What’s your best ideas?

$TSLA Just for fun. Don’t take it seriously. https://t.co/TfUjb6zDS3

The Power of Skepticism in My Investment Journey (April 24, 2026) Throughout my investment journey, I’ve encountered plenty of skepticism. Unsubscribes, unfollowers, and outright mockery have been constant companions. 1. $NVDA Outperforming $TSLA: The Thesis That Drew Heavy Criticism Back in 2023–2024, when I publicly shared my conviction that $NVDA would dramatically outperform TSLA, the pushback was intense. Many dismissed the idea, and some vocal $TSLA bulls challenged and blocked me. The outcome proved the thesis: $NVDA delivered nearly 20x returns from its cycle low of around $10.8 to its interim high of $21.2 (split-adjusted), while $TSLA rose roughly 5x from $101 to $499. That said, I remain a committed long-term $TSLA bull and still hold well over 10,000 shares. 2. Building Conviction in $PLTR Amid the Mockery The $PLTR journey followed a similar pattern. I didn’t catch the absolute bottom at $5.84, but I began buying aggressively at $8.8 — even as the stock had already rallied nearly 40%. From that point, I kept adding on dips. Lee and I turned it into a light-hearted competition, regularly purchasing 1,000–5,000 shares while many private bank analysts and directors openly ridiculed the idea. Some of my own Patreon subscribers questioned why I charted $PLTR almost daily, labeling it a high-valuation meme stock. Yet I continued sharing more than 50 clear buy signals over two years. While most observers sat on the sidelines or dismissed the move as unsustainable, those who listened rode the parabolic trend. 3. The $AMD Experience and a Subscriber’s Story Last year, I kept highlighting my bullish thesis on $AMD in my weekly insights more than five times and openly shared my own buy orders on over 15 occasions. Still, the message fell on deaf ears. One subscriber confided that he had bought AMD at $205, but after subscribing to Elliott Wave theory predicting a drop to $162, he panic-sold at $190 at a loss — then promptly unsubscribed. I sincerely wished him well. Incidents like this only strengthened my resolve, while the loyal members of the community kept executing and compounding. 4. When Everyone Believes, It’s Usually Too Late These experiences have taught me a powerful lesson: the loudest skeptics and the heaviest pressure are often the very fuel that drives us to higher levels of conviction and discipline. When the crowd finally rushes in and everyone believes the story, that is usually the moment the easiest gains have already been made. 5. One Man’s Meat Is Another Man’s Poison Investing in transformative companies like $NVDA, $PLTR, and $AMD is never a smooth ride. All three have endured 50–70% drawdowns over the past three years, testing even the strongest hands. Yet volatility is not the enemy — it is the mechanism that separates serious long-term investors from the rest. Those who understand the underlying secular trends can turn market turbulence into their greatest advantage by keeping dry powder ready to add at strong support levels and compound gains over time. 6. What Truly Determines Success Please remember: I cannot force or convince anyone to buy or sell. All I can do is transparently share my own buy orders and thought process. I am here for a full investment cycle of 5–10 years. True wealth is never created in months or even 1–2 years — it is built through patience, compounding, and staying the course. That is why I always say: never copy anybody’s trade. Everyone has a different time horizon, conviction level, risk tolerance, and appetite for volatility. Copying others’ indicators is equally useless if you don’t have your own independent system to validate and confirm the signals. In the end, true success comes down to three irreplaceable qualities: ---Vision to identify the right companies shaping the future at the early stage, ---Holding power to weather the inevitable storms, and dry power to keep adding for compounding gains. ---Discipline to follow a proven process instead of trading emotionally in and out, like 99% of the retail investors. Without these inner strengths, even the best ideas, signals, or indicators will fail to deliver meaningful results!