$SUPER MICRO COMPUTER INC(SMCI)$I cut my big loss yesterday. Just the read the whole hidenburg publication about it, SMCI was targeted for sure. I believe every companies are doing the same thing to a certain degree. Lease and lease back? Inflated sales? Hiring family member? Hahah it's a joke. Do you think this is not happening with other public companies? Maybe big guys want this stock at cheaper price. I'm ready to come back when it hit bottom.
$Meta Platforms, Inc.(META)$Shorts are bashing this stock cause they shorted without a stop loss and now they pray for it to go back down but it isnt gonna happen. Now they owe big. When META heads North it leaves shorts scrambling in the dust. Short somewhere safer with not so much upside potential. Or not. It's your loss.
$Invesco QQQ(QQQ)$ One would think that grandpa names like Xerox $Xerox(XRX)$ and IBM would be literal AI-inspired/transitioned Godfathers by now ...but XRX is 10/share with a 10% div . . .One of my best buddies has worked for Xerox for over 30 years. They've laid off massive amounts of employees over the past 10 years. He tells me they just never transitioned into enterprise software & logistics. Only providing sophisticated copiers. They're dying a slow death living off their past laurels. He's bailing this year before he gets the hatchet.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$not till the SOX had bottomed its a classic flush of shares to scare people out before making a big push higher go look at the last 2 elections and mid terms its a banger off the bottom... its not moving with NVDA $NVIDIA Corp(NVDA)$ YET ! it will catch up so fast it will give no time to buy
$Alibaba(BABA)$Another rinse and repeat cycle. BABA has closed under $100 every time it broke $100 since 2022. The last time BABA fell as low as $68. How far will it drop this time. $90 $80 $70. Question is when to buy again.Let's face it. US elections are around the corner. Stimulus size is not clear. And already announced policies are not put into life yet. Innitial euphoria phase is over. Now sobering and waiting. Will everything be as bad as in the past? I do not thing so but with so many uncertainties we cannot be surprised stock is 17 bucks down from the top and further decline perfectly possible. For new investors - you might not catch the bottom but I would think waiting for the election results might be a good i
$MicroStrategy(MSTR)$I covered early this morning and went long. Now for the fun. I really think Saylor will try to create what Silvergate Capital couldn't do (anyone remember them?) Silvergate was a bitcoin bank, where investors could store their wealth. Bitcoin fell too low years ago, and everyone withdraw their holdings. Now Silvergate trades for pennies. So Saylor could create a storage of value as in a bank, or just continue to let MSTR remain a proxy for the price of bitcoin, or both. Anyway, it'll be interesting to see where MSTR trades if Bitcoin trades over 100 as many think it will.
$Advanced Micro Devices(AMD)$AMD) have taken a step back on the charts. Down 2.1% over the last nine months and 4.4% this quarter, AMD is looking for a blessing after its most recent rally lost steam in the $175 area. Last seen 0.2% higher at $156.89, the chip stock is now trading near a historically bullish trendline that could help it reclaim lost ground over the next month.According to a study from Schaeffer's Senior Quantitative Analyst Rocky White, Advanced Micro Devices stock is trading within one standard deviation of its 260-day moving average. Per White's data, four similar signals occurred in the past three years, and AMD was higher one month after three of those occurrences, averaging a massive 18.6% 21-da
$Bright Minds Biosciences Inc(DRUG)$This company is doing work on brain and neurological issues. One very small blurb states they are working on compulsive issues related to obesity. That's all it says. Someone picked up on this tid bit and ran with it, triggering volume alerts and boom,,,,
$NVIDIA Corp(NVDA)$It's very similar to the space race, and luckily, NVIDIA is selling the main component to all the big players trying to get to the "moon". AI is inevitable. It's not a fad or being overhyped. It will significantly impact the future, and companies want their piece of it —heck, they even need it if they're going to maintain their current dominance.I'm very bullish on NVIDIA and TSMC $Taiwan Semiconductor Manufacturing(TSM)$ ; they're the current front runners powering the most advanced Chips worldwide. Both are investing heavily in R&D and are miles ahead of the competition with room to grow as the others attempt to catch up.
$SPDR S&P 500 ETF Trust(SPY)$Is it me or are the spreads on the bid ask getting wider and wider and it seems like they do everything in their power to delay or prevent you from getting your order filled by moving the price around your bid unless you buy, short or cover at the market order price. This market is ridiculous.the Vol. in individual issues is 250% higher than the Vol in the Index........Leads me to believe the Crowd is Trapped from passive investing and the Market makers are losing control.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$While others avoid this ETF for very reason, im all in for SOXL for that volatilityi bought good positions at $27 and am now 99% confident that my chance of losing money from this purchase is near zero, at least throughout next two-months run.
$Alibaba(BABA)$Woohooo!!!!! Finally, the government is taking this seriously. Can’t wait for further positive announcements in meeting on Monday and at big meeting end of October. Alas, there will be entering its Bull market, albeit 3 years behind the West.
$Celsius Holdings, Inc.(CELH)$It’s near a bottom, basically trading at single digit growth for the next ten years. But I think it’s a pretty good product and it sells out regularly at my local grocery store. There’s serious international opportunity. I suspect the stock will outperform expectations over the next few years, but near term is just not compelling.
$Taiwan Semiconductor Manufacturing(TSM)$Taiwan semis disappoints.Stock has had a great run Topped out now.Too many risks.Smart money liquidating at the top as upside risk is low but downside is huge.
$Microsoft(MSFT)$Their acquisitions is the worst and didn't materialize into anything. The only good thing going for them is their brand name Windows and now Openai. Overpaying for a trash company like blizzard that was on its way out of gaming, then the geniuses who work there thought a game like baldurs gate 3 was a 1 million dollar game while suicide squad was a 250 mil.
$Advanced Micro Devices(AMD)$Amd has taken a lot of $Intel(INTC)$ Intel’s marketshare in a lot of different waysIn Datacenter/AI CPU space Amd currently blows Intel out of the water. Intel has taken the lead for like two weeks and AMD is coming out with Turin in a week. Turin will blow Intels offering off the board.Yes Nvidia $NVIDIA Corp(NVDA)$ is the leader by a long shot but your second place offering is going to be AMD. Keep in mind Nvidia does more of the GPU stuff.Amd has continued to grow especially in high margin Datacenter and their margins are very healthy.Amd leads in individual desktop chip cpu sales too. After the 13th and 1
$Tesla Motors(TSLA)$we all dreamed of a better future with reduced dependence on oil. I bought into the EV revolution but Tesla has proven not be the answer. Frankly EV cars and battery storage products will not be the final answer. And I definitely don’t think investing in a pipe dream like robotaxi will help any of us long term. Tesla is now a trading/momentum stock made up of manipulators and cult members hoping to win big trading this stock. Very far from the altruistic beginnings. It’s all going to be an epic fail.
$Sea Ltd(SE)$SE would be dead long ago if not for investors.Amazon $Amazon.com(AMZN)$ has much more scale, robots and tech to do ecommerce and yet, they make tiny margins. It is a tough biz.Shopee does not have Amazon's efficiency. They may possibly make losses and go down one day. It is a badly run company that has burnt a ton of investors and does not have a business moat over others like lazada, etc.
$Bilibili Inc.(BILI)$Bilibili has a lot of potential in years to come. It’s another form of YouTube IMO. and I have been trying to buy every week. It’s going under the radar of a lot of people. Be free to comment any thoughts and news on this stock.