Coinbase lost on the XRP news it still a security when sold to institutional investors and that is coinbase customers now. Its not retail anymore cause they are losing retail investors. And this quarter wont be good so look out down below. All those tokens they wont be able to sell to institutional investors and that is even a sign that SEC wont allow a bitcoin etf. XRP is a security for institutional investors and that is coinbase customers in the future. And they are still losing money on top of that. I expect coinbase to lose their cash and be bankrupt within 2 years unless crypto take off but I think crypto will be at all time lows sometime next year unless interest rates drop. they can't stay flat they have to go down for crypto to take off. $Coi

What you won't hear from massive pumpers, is AMD is 100% dependent on OEMs to sell technology aka, chips. Good strategy when you have x86 duoply. Apply this logic to AI. Our success is entirely dependent on OEM, cloud providers, etc. Good, but no DIRECT path to market is irresponsible. NVDA...claims to sell chips to OEMs (DIY), sell AI stack w/CUDA (total solution) and likely offer subscriptions through private cloud offers. So...if you don't have an inhouse 'solution’ ...how do you sell AI solutions. Plus software is massive margin business. What is Doc doing...someone please explain their logic? Is XLNX team coding 24x7x365 to build AMD only AI software Models? Someone on the board is an insider. Speak up????? $Advanced Micro Devices(AMD)$

question is, does it run like c3.ai? i'm betting on it runningThis Company will be a major player to threaten every AI companies. This company will be bought out at a high premium as what it is today. Their military apps and applications are enough to triple its value. The are getting more revenues on every APP. I wouldn't be surprised to see this Company with a 200 billion value very soon. $Palantir Technologies Inc.(PLTR)$

Mullen is clever. They have to update shares in the DEF 14A, but they declared June 22 to be the shareholder of record date and they had already identified 643+ million shares as of that date on the June 26 424(b)(7) filing. So, on the DEF 14A, they announced the share total as of the shareholder of record date. It keeps them from admitting this is already well over a billion shares today. $Mullen Automotive(MULN)$

They began the dividend with the share price near $4. That initial .20/yr. dividend was a hefty 5%. It has since been increased to .24/yr. It was quite confusing to analysts of why a company would earn .20/yr. and pay the same amount as a dividend. Payout ratios are always recommended to be a much smaller percentage. I think we are due for an acquisition. They only ever had about $10-$20M before their cash raise. They want a high margin business to complement what they own. The market affords them a high PE ratio due to their high gross & net margin. A special dividend would be nice and would benefit all shareholders. $Simulations Plus(SLP)$

major indexes all red today, including Russel, all red. LI Auto also break uptrend and turned red after reporting record deliveries 33k. Yet xpev continued another big jump to extend the gain of another almost 6%. That is how strong this up trend is!!! This additional 5.87% gain is not the same as 6% from 10 days ago at lower base, but a lumpsum of all prior huge gain as the base, then add on another additional 5.87% from a larger base. Next 2 to 3 trading of smaller changes, then followed by next Tuesday's big move of weekly delivery data. If G6 delivery disappoints or any problems, big sell off starts. If 35k pre-orders can materialize in big production jump (most likely after big orders), then uptrend continues, followed by rating changes from sell to buy upgrades. Home run is coming. N

Apple VR Vision Pro already a black eye on Cook's record. Waste of resources and more importantly a big hit to the Apple brand. In the meantime, the whole tech sector is moving towards AI and Cook is years behind with his pants pulled down. $Apple(AAPL)$

Well, I'm all in on PLTR. 95 percent of my IRA is invested in this future industry giant. I know, "don't put all your eggs in one basket." I haven't, I still have 5 percent to make my annual MRD withdrawal. Trust me, I sleep well at night knowing what I know about this sleeping giant.Have a great 4th all you long PLTR investors. I'll just call you smart American patriots! $Palantir Technologies Inc.(PLTR)$

Self operated logistics is a heavy asset that requires long-term and huge capital investment (taking SF Express as an example, the capital expenditures from 2018 to 2022 were 14.66 billion, 12.9 billion, 14.15 billion, 19.2 billion, and 14.2 billion, totaling 75.11 billion). This is something that Alibaba was unable to achieve at its peak; Nowadays, Alibaba's market share is constantly being eroded by its competitors, with little revenue growth and under siege. What is the possibility of achieving this? $Alibaba(BABA)$

In general round numbers, I think Apple will view $300 to $400 as a good time to split to keep split shares starting at $75-100/share for investor accessibility, suggesting 4:1 to 3:1 at those levels. Perhaps a lot depends on how well trading volume holds up vs decreases as share prices inch higher, especially among retail investors. I’m sure there will be other considerations and metrics the Board of Directors, Cook and Maestri will take into account when thinking about a possible future stock split. $300 = 4:1 = $75, 3:1 = $100 $400 = 5:1 = $80, 4:1 = $100, 3:1 = $133 Pick a price and a split, they are all good. $Apple(AAPL)$

By raising prices (which they said they are doing in the earnings report), and by operating their fleet more efficiently (which they also talked aboujt. They never said they would do anything else this quarter except close the gap toward profitability and pay down some debt. They did both of those things. The stock dropped because they thinking they would turn a profit this quarter, which was never possible. That will happen in 1 or 2 more quarters $Carnival(CCL)$

We will most likely hit 152 since we didn't pass through the 182 area. The support at 152 is however very strong and should not go below that. I will make sure to add some there and if we do and then bounce back up, we will have a double bottom which will result into breaking the negative downtrend we've had for a long period of time now. I am still very bullish in the company and once again, solar energy is the future, ENPH is still expanding and this is just like TSLA hit its 108 mark, then ran up to its price today of above 250+. With my analysis I truly belive that we can also see this happen to ENPH. ENPH is a pretty volatile stock and if you look at the 5 year chart of ENPH the pattern is very easy to see that this stock should go up again and reach new highs. I remain bullish and po

In addition to EDA, the development of AI has also brought new explosive orders to the chip industry.The downward trend in consumer electronics has also had a significant impact on the chip industry.With the AI big model, the demand for computing power surges, and Nvidia continues to increase the demand for chips to TSMC, driving the overall demand for chips to gradually recover. $Taiwan Semiconductor Manufacturing(TSM)$

Well it's official tomorrow boom. Search for the point and figure orcl chart and you'll see it tomorrow blast off. Gl to all wish I got in today. Of course all in my opinion by looking at that chart go take a look won't hurt. Either your in or out either way 130 plus by Friday becareful it's not at 130 tomorrow $Oracle(ORCL)$

Looking through many posts I see a large number of the permabulls have ceased posting. Quite the testament to this stock. Yet another set of investors turned off and chased out by the lack of any long term appreciation. 1 year, 2 year, 3 year, 5 year same range $60-$65, ( late 2018 to present) and MU missed the greatest bull run in the history of the US markets. Will repeat in the next bull run, 2025-2031 …….watch. $Micron Technology(MU)$

Phase 1 2024.The factory, among the largest foreign investments in U.S. history, will start production in 2024, using advanced 5 nm technology. TSMC expects its Phoenix factories to create 13,000 high-tech jobs, including 4,500 under TSMC and the rest at suppliers.Phase 2 2026.TSMC said in December it would open a second factory in north Phoenix by 2026Just wait for 3 years you'll see your investments will at least doubled. $Taiwan Semiconductor Manufacturing(TSM)$

What do you think? I think the AI hype will morph into 'which companies will be able to benefit the most from the increased productivity of their employees using AI applications' - and the answer will include the small and the microcap ... IWM needs to stay above 185.x for the year $iShares Russell 2000 ETF(IWM)$

Cybersecurity stocks surged higher as companies adjusted to the world of remote work. But many investors believed that demand had peaked. But theRussian invasion of Ukraineis changing the calculus. Cyberattacks will be aprimary weapon of warfarein the 21st century. This means that companies are going to need to invest even more to keep their operations secure. And more importantly, these dollars are going to be sticky. That’s good news for companies like CrowdStrike. CrowdStrike has acloud-first businessthat helps enterprise customers move their existing security protocols into the cloud era. This straightforward model is definitely attractive to companies. CrowdStrike does business with 63 of the Fortune 100 companies. And 14 out of the top 20 banks use the company’s software.

Excellent piece this morning on CNBC with someone from Goldman. He explained why the underinvestment in the sector is a problem that will last 2-5 years and prices going to remain high and go higher until that changes which takes years. He said the volatility will not only stay high like it’s been, but will get even more volatile while it keeps moving higher. As we know if the commodity is going higher , so are oxy profits and so is oxy. glta $Occidental(OXY)$ $Occidental Petroleum Corp. Warrants 2027/08/03 22C(OXY.WS)$

Moderna just raised their guidance by a lot. MRNA's stock price has been so disconnected from its fundamentals for months. Considering the raised guidance, the promising pipeline, an RSI under 60, and many analysts recently agreeing with my points, I think we can see MRNA rising to at least $250 within a couple of months or less. And don't worry about premarket, it's a buying opportunity. $Moderna, Inc.(MRNA)$