To The Moon

Had some extra money sitting in Sep plan so added 50 at 882 and the today another 50 at 870. Nvda now 97% of my portfolio. With cash the rest. Time to let her rip again. For 24/25 I see above 150 billion in revenue with earnings per share well north of $35 a share.Even at a 40 PE that would be $1400 a share but at a more NVDA standard PE of 60 we would be sitting at $2100 a share. Even there I think some new areas for NVDA are going to be so paradigm shifting that a 80 plus PE might not be out of line and that puts us at $2800. Think Jensen sees it too so beginning to believe the split will be 10 to 1 with NVDA added to Dow no later than this July. Next March we be at $280 after a 10-1 split while not only leading Dow but first $5 trillion company. Mark it down an

NVDA earnings coming up soon, there will be a very massive increase.NVDA is forming partnership with Indosat- Indonesia building a new plant there, and to use their Blackwell chip, and will open up use of NVDA's chips for all of Asia and China.Analysts are raising NVDA price targets. Vinh and Long raised targets for Nvidia to $1,200 from $1,100 while keeping an overweight rating.The analysts said positive implications include supply chain feedback for Nvidia’s GB200 computer systems for networking. GB200 systems with average selling prices of $1.5 million to $2 million are expected to become a mainstream configuration in 2025, generating as much as $90 billion to $140 billion in revenues alone.The analysts said, among other things, that supply chain feedback

Wall Street weighs in on Nvidia stock Notably, over the last three months, the average 12-month price target for NVDA by Wall Street analysts is presently $983.84, implying a potential upside of approximately 10.59% from the current stock price, with a high target of $1,400 $NVIDIA Corp(NVDA)$

All the bets are again on the table for CPI print this Wed. Would it be higher than consensus, in line or below? How would the Fed see those numbers? I suspect that the Fed already know at least the preliminary numbers. Bullard came out and spoke out for a base case of 3 rate cuts. Suggestive that we are expecting a lower countertrend CPI print this Wed. I am excited but contemplating on how to trade this CPI Wed. I have set up by buying a VIX put $16 Apr 26th expiration yesterday when VIX was beginning to come down (around $16). I am expecting it to fall even lower to around $13 if CPI print turns out to be bullish. Will close my VIX put when VIX is around $13.50. Good luck everyone..

$Tesla Motors(TSLA)$  Robotaxi on 8th Aug is likely going to push prices up but not back to the the all time highs near 400.  Demonstrating a working prototype of Robotaxi is not something new and companies in US I.e Waymo and especially in China I.e. DIDI, BAIDU and many more, have already implemented their versions of Robotaxi.  In spite of these, I still believe TSLA is on the path towards a truly scalable Robotaxi, with software that can be deployed in every Tesla EV and also in all road conditions, unlike its competitors who still depend on very expensive sensors setup and intensive mapping.  Challenges foreseen will be the reliable of the proof of concept of their version of Robotaxi over competitors a

$Tesla Motors(TSLA)$  One tweet and the stock went up several percent. No I don't think it will help Tesla stock in the mid term and instead it is hype to keep it from sinking further.  Yes once actually rolled out it will significantly support the stock but it will be a long process to get there, besides completing FSD , building the car there are also regulations to meet and approvals to get.  Elon Musk needs to stop tweeting (either to create hype or at least to not damage the company image) and instead share a clear plan on the roll-out, FSD progress and lisencing and clarify on Model 2 release.  The competition is getting stronger and stronger, one item which I think is important are recent news

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I opened $UBER 20240419 72.5 PUT$  ,🚙 Zoom… my next foray into UBER! Uber's like the cool kid on the block in ride-sharing and food delivery, flipping its financial report card from 'needs improvement' to 'top of the class' with a whopping $27.34 billion revenue and pocketing a neat $458 million profit. This isn’t just navigating the storm; it's surfing the waves of competition and regulation like a pro. With their fingers in every pie, from ferrying people to feeding them, Uber's not just growing; it's exploding globally. My take? Uber’s zooming past the rest, and I’m all buckled up for the bullish ride ahead! Moreover, the gamma and vanna levels indicate a moderate resistance zone at 72.5-75. Let’s see how this goes! 🤞

$Mister Car Wash, Inc.(MCW)$ Possible Short Squeeze?@OptionPlus @TigerOptions @Daily_Discussion @MillionaireTiger @TigerWire @TigerStars @CaptainTiger @Tiger_comments  Mister Car Wash (NYSE:MCW),a provider of conveyorized vehicle washing services. Its positive fundamentals, along with broader interest in specula

$Taiwan Semiconductor Manufacturing(TSM)$  TSMC, the world's leading chipmaker, is firing on all cylinders. With their highly anticipated Arizona fab approaching pilot production ahead of schedule, a second fab confirmed in Japan, and their CoWoS technology leading the advanced packaging game, TSMC's future is undeniably bullish. The Arizona fab, a massive undertaking aimed at bolstering US chip production, is expected to begin pilot production by mid-April, a significant milestone ahead of initial projections. This signals a potential early start to mass production, possibly by the end of 2024. An official announcement is expected at TSMC's upcoming press conference on April 18th. This fab, along with the first fab i

$General Motors(GM)$ $DJIA(.DJI)$  $NASDAQ(.IXIC)$  $S&P 500(.SPX)$   General Motors Company designs, builds, and sells trucks, crossovers, cars, and automobile parts and provides software-enabled services and subscriptions worldwide. The company's segments include GMNA, GMI, Cruise, and GM Financial. Its Cruise segment is engaged in the development and commercialisation of autonomous vehicle technology and offers OnStar and connected services to approximately 22m connected vehicles globally through subscription-based and complimentary services. It is also d

$TENCENT(00700)$  Tencent's repurchase is already twice as much as the major shareholder's reduction, so in theory, Tencent's repurchase can completely offset the impact of the major shareholder's reduction. It's just that during the period when Tencent cannot repurchase, the major shareholder can reduce its holdings. During this period, if there is no capital inflow from the market, Tencent's stock price is likely to be hit down again. After all, when Tencent repurchased 1 billion every day, it is estimated that it did not rise significantly. Personally, I think 300 has become Tencent's new support level. Last year, the repurchase was almost the same as the reduction, and the stock price was probably hit to a low o