To The Moon

Bought $MARA 20250117 30.0 CALL$ $Marathon Digital Holdings Inc(MARA)$ leap calls yesterday. Planning to accumulate more if it continues to dip.

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Jensen Huang, CEO of $NVIDIA Corp(NVDA)$, is throwing some serious shade Tesla's way, all while showering praise on their self-driving tech. Let's unpack this interesting situation. Huang claims $Tesla Motors(TSLA)$ is "far ahead" in self-driving technology. This sounds great for Tesla bulls... until you remember one key detail: Tesla's FSD system relies heavily on Nvidia's chips. This feels an awful lot like two used car salespeople pumping each other's tires. "Your engine is incredible! And let me tell you, it runs beautifully on my high-octane fuel!" Of course, Huang has a vested interest in Tesla's success. A thriving Tesla with a highly regarded se

$Target(TGT)$ is feeling the pinch of inflation. Their recent earnings report showed a decline in sales and missed earnings expectations for the first time in months. This tells me that inflation is putting a strain on consumers, causing them to cut back on discretionary spending across the board. While Target attempts to compete with discount giants like $Wal-Mart(WMT)$, they're at a disadvantage. Unlike Walmart, with its 60% grocery sales base, Target relies more on discretionary categories like clothing and home goods. When inflation hits, these are the first areas where consumers tighten their belts. This dynamic hurts Target more than Walmart. Target is aware of the challenge and is taking action. Th

$Pfizer(PFE)$ is in a period of transition. They're facing a decline in their Covid-related revenue, but their recent cost-cutting initiatives and a strong first quarter earnings report paint a cautiously optimistic picture. As an investor with a long view, here's why I'm watching PFE closely. Pfizer's new multi-year cost-cutting program, on top of their previously announced $4 billion initiative, signals a proactive approach to a changing market dynamic. The initial phase focuses on operational efficiencies and is expected to save $1.5 billion by 2027. While there will be upfront costs associated with restructuring, including employee severance, this move demonstrates Pfizer's commitment to streamlining operations and remaining competitive in the

$Under Armour(UA)$ is at a crossroads. The athletic apparel retailer recently announced a restructuring plan in response to slumping sales, particularly in their crucial North American market. As an investor, this news gives me pause, but there's also a chance for a turnaround. Let's break down the situation. There's no denying the rough patch UA is facing. Sales in North America, their biggest market, plunged 10% in the last quarter, and they predict this will continue throughout the year. Overall profits also took a massive hit, with a 96% year-over-year decline. To make matters worse, UA is laying off an unspecified number of employees as part of the restructuring. This is a tough pill to swallow for both employees and investors. Kevin Plank Des

$Dell Technologies Inc.(DELL)$’s recent stock surge is music to my ears, and not just for Dell investors. The news, driven by Dell's dominance in the booming AI server market, has significant bullish implications for $NVIDIA Corp(NVDA)$ as well. Here's why I'm excited about both companies. Dell's accelerating momentum in winning AI server deals is a major positive. Morgan Stanley analyst Erik Woodring's prediction of $10 billion in AI server revenue for Dell by next February paints a rosy picture. This not only validates Dell's strategic focus on AI but also highlights the insatiable demand for these specialized machines. Here's where Nvidia comes in. Most AI servers are built around Nvidia's powerful c

While some may have scoffed at $Netflix(NFLX)$ ’s decision to embrace advertising, the recent surge in ad-supported tier subscribers paints a much rosier picture for the streaming giant. Here's why I'm bullish on NFLX's future and believe their calculated gamble on ads is a winning strategy. Netflix's ad-supported tier, launched in November 2022, has exploded in popularity, reaching a staggering 40 million global monthly active users. This nearly doubles the number reported just a few months ago and signifies a strong appetite for a cheaper alternative among viewers. This rapid growth is not only impressive but strategically significant. It expands Netflix's reach to a whole new segment of the market, viewers who might have been priced out of the

The recent announcement of Amazon Web Services (AWS) CEO Adam Selipsky stepping down sent ripples through the tech world. As someone with a long view on $Amazon.com(AMZN)$, this news doesn't trigger a sell signal for me. Here's why I believe AWS remains a dominant force in the cloud computing industry, and why I'm bullish on AMZN's future. Selipsky's departure doesn't diminish the incredible success story that is AWS. Under his leadership, AWS solidified its position as the undisputed leader in cloud computing. They boast a massive and loyal customer base, including industry giants and nimble startups alike. This success is built upon a foundation of constant innovation in cloud service offerings. From on-demand computing to data storage and mach

Will the Feds increase interest rates? Jerome Powell: Impossib...

$Intel(INTC)$ recently made headlines for its potential $11 billion deal with Apollo for a new chip factory in Ireland. While this might seem like positive news on the surface, I'm taking a cautious approach to INTC. Intel recently forecasted lower-than-expected revenue and profits for the second quarter. This comes amidst a weak demand for their core data center and personal computing chips. While the chipmaking industry is experiencing a boom, Intel seems to be missing out, particularly in the high-growth AI sector. This combination of declining core business performance and a hefty $11 billion expenditure for a new factory raises concerns about their financial health. With a growing debt burden, it remains to be seen if this investment will pa

While headlines highlighting $Tesla Motors(TSLA)$  ’s declining market share in China might be cause for concern for some investors, I see this as a temporary blip on the radar for a company with a long runway for growth. It's important to acknowledge the dominance of $BYD Co., Ltd.(BYDDY)$ in the Chinese NEV market. $BYD COMPANY(01211)$ is a strong competitor, particularly in the PHEV segment, which Tesla doesn't currently cater to. This factor likely plays a significant role in Tesla's declining market share within China. However, this doesn't translate to a universal weakness for Tesla. They continue to be a global leader