$SUPER MICRO COMPUTER INC(SMCI)$ I think it's important to know that institutional ownership has been steadily declining over the last 4 weeks. from about 66 to roughly 60-61 percent. possibly selling the rallies then shorting to boot. anyone else see this?
$Marathon Digital Holdings Inc(MARA)$ MARA has apparently figured out how to exceed their published 29.9 EH/s energized Hashrate. Only two-phased immersion technology can accomplish this feat. As an example, 1,000 Bitmain air cooled S21 miners cannot compete with 750 S21 immersion cooled miners. Significantly less downtime and overclocking of immersion miners will win the block every time. Not to mention the energy savings.This just in: As of today, Both the House and Senate have now voted to approve big bank and financial institutions holding of bitcoin (and its collateralization thereof) Also: please note the consistent hash rate and rewards currently being enjoyed by MARA on Mempool. (37.8 EH/sec with 9 blocks awarded over past 24 hours)
This just in: As of today, Both the House and Senate have now voted to approve big bank and financial institutions holding of bitcoin (and its collateralization thereof) Also: please note the consistent hash rate and rewards currently being enjoyed by MARA on Mempool. (37.8 EH/sec with 9 blocks awarded over past 24 hours)MARA has apparently figured out how to exceed their published 29.9 EH/s energized Hashrate. Only two-phased immersion technology can accomplish this feat. As an example, 1,000 Bitmain air cooled S21 miners cannot compete with 750 S21 immersion cooled miners. Significantly less downtime and overclocking of immersion miners will win the block every time. Not to mention the energy savings.
$Marathon Digital Holdings Inc(MARA)$For what it’s worth: The financial analytics websiteSimply Wall Street has it that MARA has an implied intrinsic value of 116.00 per share, indicating that we are currently over 80% UNDERvalued. I will point out that their valuation is derived by extrapolating longterm growth metrics in both Bitcoin as well as MARA the company; the stock. all taken with a healthy level of skepticism and I would venture a SAFE bet of 80.00 per share during this economic cycle. I’m not suggesting that anyone here make their investment decisions based solely upon this information - but I personally have found their analytics and services highly profitable in the past.
$Coinbase Global, Inc.(COIN)$ Get ready for another dull day. Daily COIN action used to be an easy adrenaline rush every morning. Not so anymore. The good thing is that I can sleep in now. But just like any junkie will tell you, withdrawal is hard.😞😞😞😞
$Intel(INTC)$ Intel has caught up to TSMC in technology. Intel 3 is at par or better than TSMC N3. Now its just a matter of time before IFS builds out the fabs, equips them and gets customers to use it.Every U.S based chip design company will contract out with IFS. Its a necessity especially with the China/U.S cold war heating up and the West vs East geopolitics plays out.The way I look at it is INTL NVDA $NVIDIA Corp(NVDA)$ AMD $Advanced Micro Devices(AMD)$ are not going away. NVDA is way to high to buy in at this price your risk vs reward is not good AMD is mid range on reward and at this current prices i believe ill go with intel.
$Marathon Digital Holdings Inc(MARA)$ MARA has produced 167.52 Bitcoin through 5/9. A slower production day yesterday with only 11.156 Bitcoin. They have already passed that number today with 11.2 Bitcoin so far. All miners had lower numbers on average yesterday. RIOT was down to just 4 Bitcoin payout today from Foundry for a MTD total of 58.0 Bitcoin and CLSK did OK with 12.9 Bitcoin for a MTD total of 129.1 Bitcoin.
$JD.com(JD)$ It will be very good due to JD also started dealing with small appliances/items like PDD. JD has a better warehouse network in China, sales figures will be great. Hopefully more buybacks will be announced.
$Apple(AAPL)$Apple has a good chance in China of regaining iPhone market share. Although Huawei reported decent sales, there have been quite a few problems reported with the flagship Huawei smartphones. Consumers are not satisfied with the overall performance and laginess of the Huawei flagships. They tend to overheat and stop responding to touch. They're not up to the standards of year-old iPhones in terms of speed and reliability and many consumers say they won't stick with the brand. I'm not able to give any numbers but I'm just pointing out the discontent of Huawei smartphone users that may give Apple a chance to increase market share in China in the coming quarters. Apple still can't be completely dismissed in China
$Palantir Technologies Inc.(PLTR)$Stop complaining about Karp and Theil and buybacks. I will continue to post.Look at balance sheet Net cash positive 3 billion. Free cash flow 550 million.This is a cash machine. Wall street didn't expect positive GaaP earnings this year.Too early to buyback shares better uses of cash now .Early inAI cycle. Continue to accumulate cash while still growing business.Use in future to buyout smaller start ups that fit like the big boys. Dont want to have to raise cash if needed in near future at these interest rates.