To The Moon

The secular growth of semiconductor manufacturing capacity in the U.S. could benefit these two chip stocks in the long run.The U.S. government has focused significantly on the country's position in the semiconductor market, and that's not surprising -- chips play a critical role in multiple industries, ranging from automotive to smartphones, computers, and artificial intelligence (AI).A key effort: the CHIPS and Science Act, which was enacted in 2022, has accelerated investments in the U.S. semiconductor industry. As a part of this program, the U.S. government has awarded nearly $30 billion in grants and $25 billion in loans to seven companies. Thanks to these massive investments, semiconductor manufacturing capacity in the U.S. is set to triple by 2032, growing an estimated 203% in less t

$Taiwan Semiconductor Manufacturing(TSM)$ Regardless of recent bullish movement, this is the best long-term play in my eyes. The world literally depends on this company, it will keep growing as the demand does/will. This is just the beginning from what I'm seeing. If you start comparing the financials to other established companies, this is still way undervalued [Miser][Miser][Miser]

$NVIDIA Corp(NVDA)$ I have been following high-tech stocks since the early 1990s, and I have discovered a trend that repeated itself every decade. Every ten years, a technology stock comes with an invottive phenomenon that changes the world.In thd 1980th, we had INTC and MSFT, and the ninties we had CISCO and NOKIA and in the 2000th we had APPL and so on.For this decade, we defenatly we have NVDIA and winning stock and the leader of AI technology.With all future prospects, I truly believe that NVDIA stock will be marching to new highs, especially with expected strong revenue growth and total dominates of the AI market.Let's not forget NVDIA stock P/E will be much lower with company explosive earnings.[Happy][Happy][Happy]

$SunPower(SPWR)$ Earnings will be bad,  that is already expected and won't have a negative impact.It's position as the largest solar integrator, and when interest rates are going down, tariffs are up, and energy crunch is impending ... all that will offset currentearnings. Expect to be profitable last half of 2024. This jump though is largely from a short squeeze which ignores all that anyway.[LOL][LOL][LOL]

$Palantir Technologies Inc.(PLTR)$ Market bouncing but PLTR looks weak.[Sweats][Sweats][Sweats]This could trickle up but I will hold my short for quite a while from here unless something significant happens to the upside.Indexes are in a ratio area where they might roll over.If they do, then PLTR will likely drop like a stone.[Wow][Wow][Wow]

$SoFi Technologies Inc.(SOFI)$ I wonder if what is happening with $GameStop(GME)$ will have any positive impact with SOFI stock.  [Surprised][Grin][Tongue]The shorts got killed and i'm hoping they have an empty wallet tomorrow or the next day for a little bit. [Smart][Smart][Smart]I'm probably dreaming... But I'll wait my turn if i need to.

$Microsoft(MSFT)$ Probabilities calculated Microsoft20% chance of $500 by year end to trade to39% for $47057% for $450MSFT is the best big CAP for retirement investment. MSFT is under-valued. Be patient. Don't sell. Buy more today to keep multi-years. Otherwise, buy MSFT $470 in the near future.[Smart][Smart][Smart]

$Airbnb, Inc.(ABNB)$ There is no catalyst for the stock to go up for the next 3 months, but just going down since guidance was poor.On top of it, S&P has already peaked, going down, and will take ABNB further down with itself.[Sweats][Sweats][Sweats]It’ll get to $100 within next 3 months.[Heartbreak][Heartbreak][Heartbreak]

$Intel(INTC)$ Totally "bearish" hahahaha[LOL][LOL][LOL]."...During Red Hat Summit in Denver this week, Red Hat Inc. announced plans to bring Intel Corp.’s most advanced artificial intelligence processors to its customers.By making cloud-hosted versions of Intel’s Gaudi AI accelerators, along with the chipmaker’s Ultra and Core central processing units, Xeon, and the Arc graphics processing unit available, Red Hat is acknowledging the role that major chip suppliers such as Intel are having in the model-driven world of AI...."And now?!!! What is stock price for the future in an AI driven world???[Doubt][Doubt][Doubt]

$NVIDIA Corp(NVDA)$ $ARM Holdings Ltd(ARM)$ ’s Earnings Report from last February was not as strong as today’s — and its Mgmt was also cautious about its forward guidance — back in February’s, but its Earnings came in Strong — overriding the cautious guidance.—- $NVIDIA Corp(NVDA)$ ’s Earnings Report — following ARM’s February Earnings — was a blockbuster — but, its Mgmt forward guidance projections were quite robust — with a whopping 433 percent “YOY” Revenues Growth, and 72-75 profit margins![Happy][Happy][Happy]** So, be advised that NVDA’s and ARM’s forward guidance — always seem to correlate when it comes to soundly beating Earnings