To The Moon

$ARM Holdings Ltd(ARM)$ Very bearish! Nothing said by the bulls can stop this slide down below $100 now for this grossly overpriced stock. If ARM is valued over $100, it means it's growth prospects is better than any of the big tech companies and 99% of S&P 500. Pardon me but that is bullshit only for investors who knows nothing about fundamentals!

$MicroStrategy(MSTR)$  $Coinbase Global, Inc.(COIN)$  $Marathon Digital Holdings Inc(MARA)$  $CleanSpark, Inc.(CLSK)$   As of 12.30 pm EST, Bitcoin prices are as such : USD $63, 771.91. No biggie upward movement if you ask me 🤷‍♀️🤷‍♂️ Now, let's look at how irrational the market is LOL ❓️❗️❓️❗️ Miner stocks are surprisingly high. As if there is no better time in future to buy in LOL. The amount of Bitcoins that these companies mine would be HALVED for goodness sake, NOT DOUBLED ehh!! Their profitability would be HALVED if the price of Bitcoin do not rise doubly high. That being sai

$Technipfmc Plc(FTI)$ This energy stock is worth a buy at $25. I think this stock is great for diversification into energy sector from tech. I expect them to give a good earnings report next week and oil prices might go up further in the next few weeks.

$MicroStrategy Incorporated(MSTR)$ Microstrategy CEO Michael Saylor sees the halving as a catalyst for the price of bitcoin due to decreased selling pressure which will allow the price to go up.“You're going to see $12 billion of natural selling per year converted into $6 billion of natural selling per year,” Saylor said.Microstrategy holds more than 214,000 bitcoin, equal to more than 1% of the entire supply, with an average purchase price of approximately $35,000. Most recently, the company used a $700 million convertible bond offering to purchase more Bitcoin in March.OK above is what visionary prophetic GURU says today.But it still doesn't explain WHY MSTR trades at a 180% premium to BTC mkt value.Does anyone know why

$ConAgra(CAG)$  ConAgra Brands (CAG) declared a quarterly dividend of $0.35 per share, or $1.4 annualized. The dividend will be payable on May 30, 2024, to stockholders of record on April 30, 2024, with an ex-dividend date of April 29, 2024. The annual yield on the dividend is 4.6 percent.

$MicroStrategy Incorporated(MSTR)$ I do buy Bitcoin through IBIT, but I also have a large stake in MSTR.. MSTR will pump higher than BTC in a bull market.. It wouldn’t surprise me if MSTR traded at a 500% premium deep into this bull market. MSTR is a proxy for Bitcoin, but it’s still a stock. Stocks can be highly volitile to the upside or downside.. And yes,sometimes for no apparent reason. No one can tell you exactly why a stock is trading at a certain price.. There is NOT always a reason. That said, there’s nothing wrong with just investing in BTC directly. If you don’t want to pay a premium then just buy BTC direct. You will do great!! I think MSTR will pump 2X higher than Bitcoin, but in a bear market you will get des

$Advanced Micro Devices(AMD)$ Die-hard longs just ignored the negative side of fundamentals and technicals (led by kris?)1 Way over-supply: mid & low ends2 High competitions: From all Maga companies and countries3 Prolonged high interest rate4 Two big leaders, Nvda & Smci, are retreating.5 Naz bubbles: Most high tech companies are way over-valued.6 Geopolitical conflictsThe beauty is this market is full of surprises and is hard to predict.Amd could reach 250 or 60 by the end of this year!

So it is expected to DECREASE in terms of revenue and EPS for TSLA in this week report 2024 Q1, from $25.2 bn and $0.73 cts in 2023 Q4, previously! Supposed the report comes in higher than expected by $100 million in terms of revenue, it is still short of $2.4 bn from the previous report, There is no need for much celebration, as it is still on a downward trend overall, much like it was expected that TSLA should hit 2 million units last year 2023 but came in at 1.8 million only instead. The growth remains to be seen for its FSD, robotaxis, humanoid, etc, which I am more optimistic for TSLA going into 2025, not to mention that the Fed only will likely to cut rate much later!

$Advanced Micro Devices(AMD)$ Here's a little song I wroteYou might want to sing it note for noteDon't worry, be happyIn life we have stock in troubleBut it comes back & you make doubleDon't worry, be happyDon't worry, be happy nowWithout some news, it’s too quietVoices in your head say “they won’t buy it”Don’t worry, be happy.Like Tinnitus, the voices will fleeAMD really is an opportunityDon't worry, be happyDon't worry, be happy now

The world is now awaiting Israel's response. While it initially appears that Israel is poised to retaliate, there may still be an opportunity to avoid further escalation. gold prices have reached historical highs, peaking at $2,431. Typically, a strengthening USD negatively impacts gold prices, as fewer dollars are needed to purchase the same amount of gold. However, the market is forward-looking and may have already priced in the anticipation of rate cuts and a weakening USD in the future. Additionally, increasing geopolitical risks and unrest in the Middle East may have further boosted this doomsday asset class. Whatever the reason, gold has certainly regained its luster, and investors are taking notice. A Wall Street Journal article mentioned that gold bars have become popular at Costco

$MEITUAN-W(03690)$ I told my friends in the evening that I used to trade industry + trend, but cyclical trading is my focus in the next step, and cyclical trading should be able to satisfy a considerable amount of money. However, it is obviously not convenient for short-term funds to enter and exit after reaching a certain threshold. The cycle is not a bet on dogs. It is based on the judgment of the global competitiveness and cost-effectiveness of asset-heavy industries in difficult times. However, light assets cannot bet on the cycle, because asset-light disruptors are too easy to subvert. Meituan is very good, but the value of Meituan in my heart is It means how much money was burned back then, and how much money is b

$Micron Technology(MU)$ In the past 13 years, the bull market makes stocks higher and higher.It is easy to make money so a lot of john and mary also buy stocks and even buy stocks on margin to earn more. But even interest rate raise to 5.25% last year, AI frenzy makes stocks rises further. But Tide is changed now. Now Market becomes bearish falling straight 5 days in Nasdaq. John and mary cannot tolerate the loss over 20%, Monday they will sell their stocks,otherwise if their loss widen to 40% they have difficulty to pay loan and rent. They never meet the bear market for so long time.

$NVIDIA Corp(NVDA)$  The tech sell-off last week evokes memories of the FAANG meltdown in 2021. Short-sellers are celebrating a rare victory and advocating for further downward correction. The start of the Q1 earnings period coincided with tensions in the Middle East and an upward spike in treasury yields. Long investors are cautious, with some shifting to defensive positions. This provides short-sellers an opportunity to influence the market and sway investors. Financial news portals tend to present one-sided stories, exacerbating market volatility. While headlines mention escalating tensions between Iran and Israel, the reality is exchanges involve slow-moving drones being shot down. Both parties aim to avoid escal

$NIO Inc.(NIO)$ No, they aren't:Like every EV maker, NIO is a CATL customer, nothing more.The no-money, no-commitment agreement with Changan & Geely, NIO competitors, just means that when and if they decide to go with battery swap on any of their models, they will be compatible with NIO's swap boxes. Nothing more. No joint investment, no money, no royalties.BP put $30 million into NIO's capital fund in 2018, wrote it off in 2022, and has no connection with NIO now at all.NIO pays Ikea and Shell rent to put swap boxes at parking lots and filling stations."Forseven" is a paper contrivance associated with a massive share dilution conducted last year. It has no physical presence anywhere in the world."Hector" is Pump Boy,

$NIO Inc.(NIO)$ IN 2024, 2025 and 2026 NIO will generate insane revenues from their 2000+ Swap Stations and licensing fees from their 9200 patents. Then add 25000 to 35000 EV deliveries. per month.If you have any cash left traders. Keep in mind NIO and Tesla will both be trading in the $90 range by Nov.

$Intel(INTC)$ Looking for a new laptop and shopping the usual stores (Best Buy, BJ's, Costco, etc). Still going to check internet buys and some other stores but so far 85 - 90% Intel chip based, some AMD, one snap dragon and no ARM. I also consult with client engagements 3 months to a few years. Every one of these companies is 100% Intel. If there's a laptop refresh, Intel is going to be the big winner.No serious business buys AMD for their employee laptops. They expect 5-7 years out of them. I've had 3 AMD's (actually for my wife) and all dead in 18 months.Gaudi3 is just the beginning. Intel stock is going to the moon with a trillion dollar valuation like NVDA.

$Grab Holdings(GRAB)$ I was about to go to the hotel and asked about the hotel's pick-up service. The charge was equivalent to more than 600 yuan. I checked Google and found that it was only 27 kilometers away.It's just a money grabI have been to Hanoi many times, and I finally have to deal with transportation on my own.In addition, I suddenly remembered that I didn’t exchange currency.Now I plan to directly grab a motorcycle to solve the problem.

$Grab Holdings(GRAB)$ Losses have been significantly reduced, with a market value of 12 billion and cash on hand of 5 billion. There is still a lot of room for growth in Southeast Asia in the next ten years. Among the three Southeast Asian giants Grab, SEA, and GOTO, Grab’s taxi-hailing and food delivery business composition is larger than that of e-commerce. It’s easy to make money, and Grab has lower political risks than Sea and China. This price is now cheaper than SoftBank’s last two rounds of incoming prices.

One of my biggest takeaways from $Meta Platforms, Inc.(META)$ Llama3 announcement - data gravity is king. And access to high quality, annotated, LLM ready data will drive which companies truly utilize AI vs those who don'tAs the number of accessible, highly performant models continues to grow (both proprietary and open source), it becomes less important to ask "which model should I use or tie myself to" and more important to ask "how do I deploy / serve / train / fine tune / monitor a model on MY OWN data?"I don't think we'll see companies move data to the models. I think they'll move models to the data. It's easier - The gravity is with the data. It's not just about how you train / fine tune a model initially. It's really about how do you continu