YNWIM
YNWIM
No personal profile
7Follow
391Followers
0Topic
0Badge
avatarYNWIM
10-30
$Coinbase Global, Inc.(COIN)$ Many are speculating that revenue might fall short due to lower transaction volumes impacting fee income. While that could be a valid concern, let’s not forget that MMs have a knack for keeping things volatile and unpredictable. They’ll manipulate the price action if given the chance, especially around earnings or news. I’m still holding steady—long and strong—so I’m not worried about short-term swings.I’m in it for the bigger picture, and temporary setbacks don’t shake my outlook. Wishing good luck to all the longs here—stay strong, and let’s ride this out!
avatarYNWIM
10-29
$Intel(INTC)$ $30 is a given. Just a question of when not if. Regardless, that's an easy 25-35% gains from this level. If Pat has positive things to say about IFS and 2025 outlook, could reach these levels as early as Friday morning. Downside is very limited as INTC trading below book. Unless you actually are foolish enough to believe Intel will go bankrupt.
avatarYNWIM
10-23
$Grab Holdings(GRAB)$ GRAB breaking out. Thesis is pretty simple: it’s not just Singapore’s Uber. Look at the expansion into the Philippines. Look at projects like GxBank. Check the hiring pages. This can section off a good chunk of SE Asia as a super-app
avatarYNWIM
10-16
$Trump Media & Technology(DJT)$ based on revenues, losses, negative growth, DJT is w worthless. TDS is not part of the equation. Because of the cash raised, DJT will not go bankrupt for 1-3 years, depending on the cash burn rate.Corruption: given its declining revenue, I see no way for DJT to make a profit going forward. Either someone has to funnel money to the company or support the stock to keep the stock from collapsing over the next 18 months. In the short run the stock price will be ruled by speculation based on the election.
avatarYNWIM
10-12
$Broadcom(AVGO)$ I prefer to think of AVGO as a beautifully diversified melody of semiconductors, software and the cloud.I own AVGO and have enjoyed trading aggressively and frequently around our core position in AVGO because it is so volatile. Throughout the year, I have been able to aggressively trade AVGO profitably. Quite recently I added to our position at $143 and then added more at $138. Then subsequently trimmed our position above $181. It's still one of our largest holdings, and I still plan to trim more above $190 and to buy shares back if it dips below $160 again.I hold a very high level of conviction that AVGO should be owned AND also traded!
avatarYNWIM
10-11
$Amazon.com(AMZN)$ What would happen in Jeff Bezos would sell all of his shares of Amazon for any price available (market order)?All of the current open positions would close and the stock would quickly drop significantly. But would it reach 0 $, or it would stop before? Then anybody who would like to buy at any price would instantly get their order filled. So by my logic the stock price would go to 0 $. Obviously this would be a bad idea from Jeff Bezos, but theoretically what would happen?
avatarYNWIM
10-10
$Trump Media & Technology(DJT)$ I guess I am too much of a purest. I look for vol in the high profile names. I also believe that a meme stock moves in absence of "any real news" trades on animal spirits. I trade commodities and gold and oil trade on animal spirits. Because DJT has been a proverbial loser of a stock I have avoided the gut wrenching vol of the popular meme names. For a moment I thought that DJT might pop 5 or 10 points but there was no follow through. The truth is that most people can't admit they're wrong and are emotionally incapable of trading. Every time you make a trade you must be like a slugger at the plate. You forget about the last at bat, if you struck out, flied out or got hit by a pitch.
avatarYNWIM
10-09
$Coinbase Global, Inc.(COIN)$ The question is - isn't it too predictable?All the big miners are dismantled even those that are weak on Wall Street. Also COIN in technical negative momentum. There are more signs neither here nor there for the long-awaited breakout of Bitcoin because we are still in a period of too much uncertainty.Maybe I'm complicating it too much with the macro when it's purely technical.
avatarYNWIM
10-08
$Direxion Daily FTSE China Bull 3X Shares(YINN)$ for anybody looking at HSI, i agree this is a crazy rip up. But if you're short, do you really think it's gonna print 14000 before going to 33000? its around 23000 right now. Aka, if you're short right now, do you even have a stop/max pain?
avatarYNWIM
10-04
$PDD Holdings Inc(PDD)$ PDD has been hit by call sweepers last week and this week. Hopefully you bought the dip. However, don't be so quick to chase now, running right into sellers zone. Better to allow it to break through resistance and retest the area. Let it prove itself.
avatarYNWIM
10-02
$NIO Inc.(NIO)$ All we investors have to do is be patient and not sell for a few months to reap the benefits of major gains. The 1.9 billion dollars they received means plenty of time to turn profitable. Onvo and the money from BAAS should get us there with firefly being the cherry on top. The resistance on the price won't break if we hold and they'll eventually give up, but they're definitely still here trying.
avatarYNWIM
10-01
$Meta Platforms, Inc.(META)$ I caught wind of some interesting options action around META that seemed to signal something more than just random trades. Looks like the institutional crowd is making some pretty bold bets, which might mean they’re seeing something promising on the horizon. With all the market twists and turns lately, it's curious how traders are recalibrating their strategies.I’ve been keeping an eye on insights from InsiderFinance, and they really shed light on these kinds of movements.
avatarYNWIM
09-27
$Apple(AAPL)$ First off didn’t we get numerous reports of Apple ramping up supply more this year for AI demand especially with the pros? Also isn’t India adding to supply by manufacturing a significant portion of supply this year which now includes the pros? Sounds like this year is different and Apple has ramped up supply in anticipation of initial sales and sales for every AI release.
avatarYNWIM
09-27
$Micron Technology(MU)$ Some of these Analysts are hilarious "we think Micron is only going to do well in 2025 and it's cyclical so we have a $110 price target" Meanwhile on the actual earnings call Micron states that "capex and research spending is going up to capture the substantial growth opportunity ahead"These analysts are trying to get as many cheap shares as they can
avatarYNWIM
09-26
$Sea Ltd(SE)$ The medium-sized Fighting Spirit Award goes to SEThis year it's +129%, but my position just went from -70% to -27% It's an incredible recoveryAlthough cutting losses is a good strategy, this may be a good example of how cutting losses on holding on to stocks is not always the right strategy.In the first place, good traders set stop losses properly, so they don't hold on to them.
avatarYNWIM
09-26
$Broadcom(AVGO)$ This is the most undervalued AI stock on the market, with fwd pe of just 29 and 1/3rd of the revenue totalling 12 billion from AI alone. More than 99 percent of all internet traffic crosses at least one Broadcom chip….. enough said!
avatarYNWIM
09-25
$NIO Inc.(NIO)$ NIO Shares HARD to LOCATE or Loan, this is a whole new NIO cycle. Holding down the most advanced EV company in the world is an example of mass hypnotism. The SP is nowhere close to the actual value of the company. I would never close a position in NIO under $21.
avatarYNWIM
09-25
$Direxion Daily FTSE China Bull 3X Shares(YINN)$ I got some small 4 x Jan25 $30 calls I had in gamble account I totally mismanaged They went from $4 to 8 (I held) and then $1 and totally saved me so I bailed 3/4 of them at $6.10 - leaving 1 runner in case it breaks out further. Sometimes you get luckyI dont do a lot of these plays - small account 10-15k but would love to grow it.
avatarYNWIM
09-24
$NVIDIA Corp(NVDA)$ NVDA seems to roll out new and improved chips at a very rapid pace — are they selling these chips primarily to the same customers? Aren’t those customers just about saturated? And, knowing that the next iteration is what, 18-24 months away, why don’t they just wait for those chips? I am sure I am missing something. I would think they would like to see an ROI on the expenditures they have already made before buying more but I guess not.
avatarYNWIM
09-24
$Palantir Technologies Inc.(PLTR)$ I’ve been dodging bullets since $34.50. Lol I should’ve been down a lot but I kind of suspected it wasn’t finished the rally. In the meantime, I’ve been tackling other great shorts. This is ideal for me. I’m going to cover some of my Oracle and smash this one.

Go to Tiger App to see more news