$NVIDIA Corp(NVDA)$I actually think every single person in this board does know that NVDA will continue to skyrocket, that a massive earnings report next week will be setting a new high, that the rest of 2024 through at least 2026 is in the bag, and this will be a consistent wealth maker for longs (albeit with typical ups and downs we would expect). Those who say otherwise are posers trying to manifest the opposite are simply scared and regretful of their short positions
$JD.com(JD)$Jd went 50% higher or so from its lows and so that tells me that such results were anticipated. Baba $Alibaba(BABA)$ still has to play catch up with the rest of the group. Having said that, Jd has way much higher to go. I am ready to wait and wont sell 1 share of it below 100usd
$Grab Holdings(GRAB)$2/ Something that was interesting to me was that growth came in at 24% in Q1'24, despite the company's guidance for mid teens growth in 2024Meanwhile, GRAB also increased its guidance for fcf margins in 2024 by a lotIt seems there's some chance that we get both sustained 20%+ growth alongside expanded free cash flow marginsIt's tough to tell though, and management has been very cautious in its guidance after the difficulties of 2022/2023 in terms of lumpy growth rates
$Marathon Digital Holdings Inc(MARA)$ Not a profitable company anymore. Going to shut the doors just like the oil companies when oil prices dropped. Already worth less than half after bitcoin halving bitcoin mining isn't worth the cost to mine at current hash rates!
$Palantir Technologies Inc.(PLTR)$ I think that funds taking oil $$ are being told to divest for obvious reasons. This will fly. It’s so far and ahead the only Ai software that can be utilized by organizations.easy money right here, buy those calls June 7th calls immediately they are really cheap right now and a lot of action going on for those June 7th calls which indicates something is going to happen that day.
I love this platform. It is very accurate with my quest for contrarian indicators. Too many clowns are excited and wishing for a smci $SUPER MICRO COMPUTER INC(SMCI)$ type bullish rise. That won’t be. Corp officers will take advantage of stock rise to dilute and raise cash. I see the stock down 50% by next week. Take your profits and run..
$Vertiv Holdings LLC(VRT)$ This stock still trading at a "discount" after latest earnings! Loading up because their future guidance for the next couple of years is bound to be going upwards. Financials are fantastic and they are a great company (backed by Nvidia as a partner)!
$JD.com(JD)$There is no problem. The low on April 16 was exactly on the 50 Fibonacci line from the low on January 22 to the high on March 13 (black table). If we had reached the 61 Fibonacci (golden zone), I would have been worried about a trend reversal, but we bounced upwards off the support line. Accordingly, we were in a bull flag, from which we broke out to the upside. Measured from the low (22. January) to last high (March 13) to the low (April 16), we are currently just below the 38 Fibonacci extension (blue table 27.61). We may test the upper limit of the bull flag once again in order to close the small gap, but after that we should continue higher.
$MicroStrategy(MSTR)$ What are the Big Players Up To? 1) MSTR is included in the Nasdaq Composite, Russell 2000, Russell 3000, S&P 600 Small Cap Therefore as the market cap increases, MSTR will be weighted more heavily in these indices. This requires more passive buying which puts pressure on increasing the stock price. 2) There are 3.4M MSTR shares sold short, while there are 15M shares outstanding, 8M of which are held by institutions. Attached: Left = Top 15 Holders of MSTR Right = Number of MSTR shares sold short (updated every 15 days)
I have SOFI $SoFi Technologies Inc.(SOFI)$ fair valued at $20 based on the lower range of their 2026 guidance. Which is interesting as they projected to grow by 20% annually after 2026 which is actually quite modest.My biggest bull case for SOFI is actually it seems to have differentiated itself for the next generation. Especially with the fact that its tech platform also powers alot of its competitors I can see they can continue to eat up market shares in the future.As Noto said in an recent interview, conventional banks had tried what SOFI is doing by attempting to provide one-stop financial services and have failed. I have friends working in bank who explained to me, that there are many hurdles for a conventional bank to transition everything o