$Apple(AAPL)$Apple is in it for Apple. They're no Microsoft or anything, really, outside of Apple itself. They're a marketing company. They have done an excellent job at that.... But when the Apple fan boys slowly die off, and the really tech guys (who are currently Apply fan boys) see clearly, it's going down. imagine if this company came out right now. What an utter failure it would be. Apple is not special. Apple is not Unique. Apple is not compatible. Apple is not IT.
$SUPER MICRO COMPUTER INC(SMCI)$ IBD has SMCI rated as #1 stock in the COMPUTER-HARDWARE/PERIP GROUP, SMCI is still being institutionally accumulated at a B- rating, there's been a 17 percent increase in funds owning SMCI, and SMCI has had 8 consecutive quarters of increasing funds ownership. So there's that. Yet some posters today are falsely claiming funds are selling SMCI.
$Coinbase Global, Inc.(COIN)$So Coin is up today with Bitcoin down. So what?Coin was down yesterday with Bitcoin up. So what?It's stock price is based on earnings, not Bitcoin.Coin is a stock, not a Bitcoin ETF.Anyone remember what happened last time COIN had a 30% pullback in December?It rallied from $125 to $280+ in 2 monthsWhen it does it again, and it probaly will, COIN will be around $450.It could happen in 2 months like last time or mayby by end of the year.No one can know, especially the analyst wannabe's hereY'all worry too much
$Intel(INTC)$How much debt has he taken on Intel to build these multi billion dollar fabs? CHIPs money has conditions it’s not a blank check that Pat wanted. Not to mention GFS and SkYT already are Made in US pure play foundries. And the miscalculation that he’ll simply beat TSMC in 2025. More like a false promise that is materializing as we speak
$Alphabet(GOOG)$$Alphabet(GOOGL)$ I own 5.5% T-Bills and 6% CDs. My largest stock holding is Google. With exception of 2022, for multiple years, GOOG has significantly outperformed T-Bills and CDs. I 💕 holding GOOG since $45. I believe we eventually see $250 and membership as a DOW30 stock.
$Marathon Digital Holdings Inc(MARA)$It looks to me like we are set up for a short squeeze.Front runners showed up for the S&P 600 listing and drove the price up.Upon listing, the play, as I have said before, is to short the stock and that happened.The problem for shorts, is that they need the SP to go down for some reason other than their short position. Typically, that reason would be bad news, or maybe just the fact that the SP is going down, without any good news. MARA had good news. According to the TTM EPS, MARA should be trading at $42 with a 20 multiple, $21 with a 10 multiple, yet MARA is trading with an 8 multiple.So, nobody wants to sell a stock that is so undervalued, when the entire thesis for investing
$Apple(AAPL)$Apple will surely be able to profit more on consumer devices than most companies. Apple controls its whole stack of hardware and software for better integration. Consumers can go to Apple stores and be shown how to use features. Apple also has a wealthier client base willing to pay for A.I. features if it comes to that. Apple hardware has the processing power to run A.I. on older models than most companies thanks to the Neural Engine a available on recent Apple Silicon. I believe Apple will be able to monetize A.I. better than most consumer companies. That's just my opinion for what it's worth. I'm not worried at all about Apple being called an A.I. laggard as it's still early yet if A.I. is that important l
$Novavax(NVAX)$ Shorts control this stock, like AIPAC elected politicians, control America. Well, we are all short squeeze ready. AIPAC even got rid of JFK as he was against the USA being controlled by AIPAC and they got away with it.
$Palantir Technologies Inc.(PLTR)$Who knows more about the Palantir's current situation: Peter Thiel the Billion investor who funded Palantir initially now selling $275 Million Palantir on 5/7, after the big Crash, or the illegal "Jose" from Guatemala?? If Peter Thiel saw the slightest chance of recovery, why would he rush to sell 3.5 Million shares of Palantir at $21 a share after the Crash??Once it stabilizes, one or more prominent Wall Street institutions will recommend with a buy or strong buy (or maybe a "conviction buy") and we'll be off to the races toward 25+. It will be an easy 12-15% on your money. After 25.50, then investing comes into play and that's something I don't know anything about. Isn't this fun!
$Tesla Motors(TSLA)$ I will be thrilled when the day arrives that Mr Musk appears with Noland Arbaugh and an Optimus bot to demonstrate how Optimus can be controlled by Mr. Arbaugh's thoughts, via 'Neuralink', his thoughts sent to move the bot around a room, like the chess pieces on a computer board he has already shown he can control to his will and to also select from preset tasks, such as fetching a coffee, for his assistance as well. It will be too late for you to begin making investments in Tesla out of admiration.