$Trump Media & Technology(DJT)$Only Trump and insiders become super rich thanks to DJT while majority of DJT investors, especially MAGA followers are big LOSERs.BTW, The options chain showing major bearishness with highest concentration of puts at the $2.50/share strike price. With a beta over 6, "investors" should be prepared for significant losses.
$Marathon Digital Holdings Inc(MARA)$I believe that instead of waiting a long time to get our money back, we could sell half of our shares at, for example, $15 and repurchase them at $14.20, then sell at $ 15 , repeating this process multiple times. By doing so, we can recover some of our funds while increasing our share count. I have started implementing this strategy.What do you think?
$Visa(V)$ Visa continues to be a force in the global payments industry, buoyed by recent financial performance and strategic investments in new technologies like Artificial Intelligence (AI). Solid Financials and Positive Outlook: The company is experiencing healthy growth in credit and debit card spending, leading to strong profits. Investors are eagerly awaiting their second-quarter results for 2024, scheduled for release on April 23rd. Visa's management has also reinstated full-year guidance, projecting double-digit adjusted net revenue and EPS growth, indicating their confidence in the company's future. AI Powering Innovation: Visa isn't resting on its laurels. They've launched the $100 million Generative AI Ventures Initiative, showcasing
$Marathon Digital Holdings Inc(MARA)$if with the halving the cost to mint a new Btc will increase and so the amount of new Btc . The Btc price in the last events increased in value 6x . If that happens from a 28k value or 60k value it means that Btc should trade between 168k-360k by year end. At the current month Mara owns 17381 Btc that can worth by year end between 2.9B-6.2B!!! Plus 324M they n cash plus all the Btc to be produced until year end. The current market cap is 3.2B !!!
$Sea Ltd(SE)$TikTok is killing this garbage! Do not get trapped in this Junk. The revenue is collapsing. The company has too many employees for nothing. The management has diluted the stock ownership 3 months ago below $36 because they know that the stock worth way less than $30. The loss will grow. Expect again 35-40% quick drop after the ER Disaster.
$Sea Ltd(SE)$Sea Limited spent months in the accumulation phase. Recently, it broke the downtrend and consolidated during the retest. Now we are waiting on breakout and a move to the upside. Giving the strength it is showing during the Mag7s fall, it’s clear this ticket is apart of of a rotation you don’t want to miss.
$Sea Ltd(SE)$On the stock market, Sea stock surged nearly 8% to 56.66. This robust performance follows a year where Sea shares ( SE ) gained nearly 40%, reclaiming investor confidence after a turbulent period. The company's resilience amidst market challenges underscores its strong fundamentals and strategic positioning in the rapidly evolving digital landscape.Looking ahead, Sea remains poised for growth, with its Relative Strength Index (RSI) at 56.97 accentuating the bullish thesis. The company's focus on innovation, coupled with strategic partnerships and market insights, will drive sustained growth in key markets like Indonesia. Moreover, Sea's ability to adapt to evolving consumer trends and capitalize on emerging op
$Micron Technology(MU)$High interest rate environment, geopolitical conflicts, political instability in the US, China tensions, AI bubble bursting. There are many reasons to short this stock right now. If you are smart, you will short. Only a fool buys at the top of a rally. Decline is coming. Semiconductors have come up way too much. There will not be buyers at this range. Mark my words, Micron will drop 10% in the next week. This is the best time you will ever get to short this stock. Up over 90% in the past year, this stock is in overbought territory. And with interest rates remaining high, semiconductor stocks are struggling to maintain their upwards trajectory. A dip towards $100 near-term is highly likely at this rat
$Micron Technology(MU)$The problem of Bank of American infamous investment in buying 1.2 % term 20 years of Treasuary Bonds are about 350billion~400 billion dollar and most of the investment money come from short-term deposit money. Now only worth about 100 billion or lesser in Bonds Market value now when 10 year Treasuary Bonds reach 4.7%. Though no selling no loss, but keep them come due after 20 year. The inflation will keep near 400 billion investment Zero, not to mention the loss of oppturnity cost loss. And Goldman Sach buys all of SVB's about 60 billion bonds which is also 1.2% for 20 years at great discount price which may be based on 3.5~3.75 % yield. How much Goldman has bought this kind of bonds its self we do n
$Netflix(NFLX)$ will be releasing its latest quarterly earnings results tonight after the US market closes. I would expect the company to celebrate further growth in revenue from its crackdown on password sharing and its ad-supported subscription plans. Old habits die hard since the onset of the COVID pandemic, when many avoided theatre halls and have grown used to watching movies anytime from the comforts of their homes. The rise of online streaming services by Netflix and its formidable peers Amazon and Disney, and their growing popularities have added to the woes of AMC, whose profits in the fourth quarter of last year had already fallen short of market expectations. With rising competition from t
$Meta Platforms, Inc.(META)$What is the cause for worry? $500 is support. I concluded, some time ago, that many of the board posters are not familiar with META's insider activities and price performance.Earnings releases will become once a year. Next earnings release will be Feb. 1 2024. Now sit back and relax.
$Sea Ltd(SE)$This is one of the stocks we are aligned on the buy rating and also early in my investment thesis as a bag holder since Jan ‘22 with $53/unit cost (at least above water currently). Disagree that the stock is no longer a growth company (excluding gaming) but more a condition of the macroeconomic environment.1. Pull-forward growth from Covid. This creates tougher comps but should chart a growth trend line to smooth it out and see where normalized growth is in the future. 2. Tightening monetary policy. Prioritization of profit/cashflow over growth.Forrest is a masterful CEO and when growth is favored or necessary again he will turn it on but the pruning and reenforcing the foundation during these past 2.5 years w
$Alphabet(GOOG)$Maybe worst call on Google I have ever seen. Google has gone 100% woke. They are getting sued by SEC for dishonest business practices. They have made most of what they have indexed putrid in terms of A.I. Their fake indexes to help line their own pockets is producing laughable AI results.Now their own employees have decided to occupy their own HA to protest a $1.5B contract. With Israel. What an ugly scene it is. Employees look like terrorists with all their face coverings.Google management has left the scene and inmates running wild. I am a net seller and will stay in the sidelines until SEC lowers the hammer. By then, Foogle may have imploded if they don’t immediately take control of their company.Sell
Subject: A Tribute to Prime Minister Lee Hsien Loong: Reflections from New Zealand Dear Prime Minister Lee Hsien Loong, As news of your impending departure from office reverberates around the globe, I wanted to take a moment to express my deep admiration and gratitude for your nearly two decades of dedicated service to the people of Singapore. Your leadership has not only transformed Singapore into a beacon of prosperity and innovation but has also forged strong and enduring bonds between our two nations. From the vantage point of New Zealand, your tenure as Prime Minister has been nothing short of remarkable. Your unwavering commitment to excellence, integrity, and progress has not only elevated Singapore onto the global stage but has also inspired admiration and respect from leaders and
$Rivian Automotive, Inc.(RIVN)$ I see a short squeeze happening here very soon driving the price up a little but after earnings there will be another huge sell-off. I anticipate short sellers again returning for a round two. Long term I suspect the stock with trade in the $6-$9 range. Company isn't communicating any growth in the business for the next several years making this stock a very poor investment. They need to be acquired by another large auto manufacturing company that knows how to run the business. RJ the true visionary clearly isn't doing a good job.
$Rivian Automotive, Inc.(RIVN)$ The $5 billion debt that people are talking about is $5 billion converted into stock in the future like 2030Stop with the bankruptcy Rivian has $9.4 billion to complete their goals They're only gonna need $6.5 billion to complete the R2 orders that they got Last month that's 100,000 also 90,000 more Amazon vans They will also have $2.5 billion in cash for miscellaneous ....
$Alphabet(GOOG)$GOOG did what I wanted and stopped in the trendlines, but we don't have confirmation of a reversal.Also, mkt is in downtrend, and there are easy plays on puts, so go careful on calls here.Yes, I still jump on GOOG if I see big a$$ wicks on bottom of green candles lifting off
$Rivian Automotive, Inc.(RIVN)$ Stop with the bankruptcy Rivian has $9.4 billion to complete their goals They're only gonna need $6.5 billion to complete the R2 orders that they got Last month that's 100,000 also 90,000 more Amazon vans They will also have $2.5 billion in cash for miscellaneous ....