$NVIDIA(NVDA)$ Shorting NVDA on momentum downwards.

$Recursion Pharmaceuticals, Inc.(RXRX)$   Unrealised gain. It may all be gone in a moment like Serve Robotics when Nvidia decided to offload. But AI Pharma is one of my favorite theme to invest. Demis Hassabis recently said 2025 is the year AI designed drugs proceeding to clinical trials. Recursion acquired Exscientia last year. Both were leaders in AI Pharma field. The enlarged Recursion represents the top tier of AI Pharma companies with more than 10 drugs in development (compare with just a handful for clinical stage trial pharma companies). Recursion attributed the anomaly to the strength of their Recursion OS. 未实现的收益。当英伟达决定卸载服务时，它可能会像 Serve Robotics 一样瞬间消失。但人工智能制药是我最喜欢投资的主题之一。 Demis Hassabis 最近表示，2025 年是人工智能设计的药物进入临床试验的一年。 Recursion 去年收购

$SUPER MICRO COMPUTER INC(SMCI)$   SMCi post business update review. Breakdown of issues into either good and bad (no neutral). Good: 1. No restatement of accounts. Any restatement would have implications for the convertible bonds and evolve a great domino effect. 2. On track to file outstanding and upcoming Nasdaq returns on time. This is a very important development. Anything else would rock its financial standing again. 3. Project roughly 60% growth next fiscal year. I'm rather puzzled with the large increase only to materialize next year. SMCI seems to be planning new plants with the new capital and projecting unfettered growth in the AI server industry. 4. DOJ and legal challenges update. Reinforced view that they are unmeritorious.

For jest: Breaking News... SMCI resurrected after dodging 2 bullets (Nasdaq deadline and financial reports restatement uncertainty) but shed revenue forecast; rearmoured itself with more borrowed cash and appleased riotous convertible bond holders to upgear for a 60% revenue rocket boosted acceleration next year.

SMCi post business update review. Breakdown of issues into either good and bad (no neutral). Good:  1. No restatement of accounts. Any restatement would have implications for the convertible bonds and evolve a great domino effect. 2. On track to file outstanding and upcoming Nasdaq returns on time. This is a very important development. Anything else would rock its financial standing again. 3. Project roughly 60%  growth next fiscal year. I'm rather puzzled with the large increase only to materialize next year. SMCI seems to be planning new plants with the new capital and projecting unfettered growth in the AI server industry. 4. DOJ and legal challenges update. Reinforced view that they are unmeritorious. I wouldn't worried about these

$SUPER MICRO COMPUTER INC(SMCI)$   Will it be more or less or none after the business update post market close? Leaving good money on the table to stake.

$SUPER MICRO COMPUTER INC(SMCI)$  Will it be more or less or none after the business update post market close? Leaving good money on the table to stake.

$Archer Aviation Inc.(ACHR)$   Realised ~1/3 of recently enlarged position after some sharp gains. Still vested long term while also on trading mode.

$Archer Aviation Inc.(ACHR)$   All gains may dissipate in a day but I'm hanging on. 2025 is certification year for EVTOLs!

$Archer Aviation Inc.(ACHR)$   All gains might evaporate overnight but I am maintaining that 2025 will be the year of EVTOL.  Much higher turnover on what was expected to be a tepid pre-holiday trading day.  Merry Christmas 🎄!

$Archer Aviation Inc.(ACHR)$   All gains might evaporate overnight but I am maintaining that 2025 will be the year of EVTOLs! Merry Christmas!

$Archer Aviation Inc.(ACHR)$  All gains might evaporate overnight but I am sticking to the stance that 2025 is the year of EVTOL.  Merry Christmas!

$Archer Aviation Inc.(ACHR)$   Merry Christmas! All gains might evaporate overnight but I am sticking to the stance that 2025 is the year of EVTOL. 

$Archer Aviation Inc.(ACHR)$   I am a believer in EVTOLs. Archer is one of the leaders and perhaps the company with the best business model emcompassing manufacturing EVTOL for transport, airtaxi service and military VTOL. Gains can reverse into losses. 我是 EVTOL 的信徒。 Archer 是行业领导者之一，或许也是拥有最佳商业模式的公司，包括制造用于运输、空中出租车服务和军用 VTOL 的 EVTOL。收益可以逆转为损失。

$Archer Aviation Inc.(ACHR)$   EVTOL day! All lgains can potentially evaporate and reverse into losses. EVTOL 日！所有收益都有可能蒸发并逆转为损失。

$Archer Aviation Inc.(ACHR)$ EVTOL day! All lgains can potentially evaporate and reverse into losses.  EVTOL 日！所有收益都有可能蒸发并逆转为损失。

$Archer Aviation Inc.(ACHR)$ EVTOLs are really coming (not meant to boost. I experienced big losses too) :)

$Archer Aviation Inc.(ACHR)$   $ 2025 will be the year of EVTOL. It will be the certification year of the first aircraft. Added more shares after Anduril deal. Anduril is a $15b upcoming defense contractor founded by Oculus founder Palmer Luckey. Archer now has 3segments of business.  1. Civilian EVTOL manufacturing 2. Air taxi 3. Military VTOL manufacturing Expect many 52 week highs in 2025. $Archer Aviation Inc.(ACHR)$   $ 2025 年将是 EVTOL 年。 今年将是第一架飞机的认证年。 Anduril 交易后增加了更多股票。  Anduril 是一家价值 150 亿美元的国防承包商，由 Oculus 创始人 Palmer Luckey 创立。 Archer现在拥有3个业务板块。  1.民用EVTOL制造 2. 空中出租车 3.军用垂直起降制造 预计 2025 年将创下 52 周新高。 2025年将是EVTOL之年。这将是第一架飞机的认证之年。在Anduril交易后增持了更多股份。Anduril是一家价值150亿美元的新兴国防，由Oculus创始人承包商Palmer Luckey 预计 2025 年将迎来许多

$Archer Aviation Inc.(ACHR)$   $ 2025 will be the year of EVTOL. It will be the certification year of the first aircraft. Added more shares after Anduril deal. Anduril is a $15b upcoming defense contractor founded by Oculus founder Palmer Luckey. Expect many 52 week highs in 2025. 2025 年将是 EVTOL 之年。这将是第一架飞机的认证之年。在 Anduril 交易后增持了更多股份。Anduril 是一家价值 150 亿美元的新兴国防承包商，由 Oculus 创始人 Palmer Luckey 创立。预计 2025 年将创下许多 52 周新高。

$BigBear.ai Holdings(BBAI)$ Still a fraction of the gain in the morning. Hope those who has been hugging Bigbear made some gains :)