$ASML Holding NV(ASML)$Maybe people start realising they selling into fake pumps ?Hows is that rebound doing guys ?Someone said they bought at 695 and feel very good .What about now ? 🤣
$Alphabet(GOOG)$I remember Google being amazing, then it slowly frog-boiled into 99 ads and one link to experts exchange that never got answered. For now ChatGPT actually answers my question, but when people try to build a stable business on it will it follow the same path? Maybe google is just laughing knowing “shitty and ad-filled” is the only possible end state.
$McDonald's(MCD)$ Dirty Donnie strikes again. e Coli spreading fast now with more cases and more hospitalizations. The cause has not yet been determined which means spreading will accelerate. MCD will gap down post earnings to << $235
$Alibaba(BABA)$Actually I started to switch from BABA to 9988 (BABA in HK) $BABA-W(09988)$ . So shares I sold at 108s I will buy back as 9988. Currency exchange is bad but I feel safer as Trump is coming. So far 1/8 of my Baba is in 9988 and I will keep buying these when selling BABA ADRs.
$JD.com(JD)$domestic consumption is hurting. those that have the spending power are doing all they can to move their wealth overseas. w/o their real estate industry recovering, jd, bidu, and all other retailers will have to offer steep discounts in order to move merchandise. the top line will likely be tough to meet for all those bizs targeting retail consumers.
$SUPER MICRO COMPUTER INC(SMCI)$Who cares about CEO or anybody else. This company has a massive revenue and customers who are begging them for the liquid cool systems. The company is in the heart of AI-World , one of the best product of Silicon Valley. The accounting issues will be fixed with or without done penalty. Having a killer product is the key. Having a massive revenue is the key.
$Coinbase Global, Inc.(COIN)$COIN is my jam, although I just own a crap ton of shares. Would love to see us get back to at least 300s before end of year. Would really love anything over 300, but at this point I think we need a really good run starting soon if that’s going to happen.
$NVIDIA Corp(NVDA)$Nvidia is competing with Apple new AI chip rn but it will explode by end of the year. Their chips are sought after by asia. Tesla AI wont function without nvdia. Dont believe the chart, trend determines everything
$SPDR S&P 500 ETF Trust(SPY)$Market might go down in Thursday for initial jobless claims on the recent news jobless claims report high due to inflation and hurricane in Florida just and update and heads up for Thursday’s report I hope for the market to stay green but the outlook of the market seems maybe red
$NASDAQ Golden Dragon China Index(HXC)$This index should not exist, with only dozens of broken stocks. HXC is nothing, with such a small share. the people want to short the huge A-share market with it will not succeed this time. Hold!
$Tesla Motors(TSLA)$Musk is lucky there are so many losers. Thursday’s “Cybercab” robotaxi unveiling was, even by Musk-ian standards for bluster, one giant optical illusion. The kind of spectacle that should remind everyone that the world’s richest person is someone who promotes and appears to relish misinformation and hyperbole on a mass scale, whether he’s speaking to investors, his millions of followers on X or whichever politician he feels is most likely to agree with his increasingly right-wing and conspiracy-laden worldview.
$Microsoft(MSFT)$It’s difficult to time the market; thus, I am not a day trader. I regularly accumulate few shares to hold LONG term (I wish I could afford large quantity). MSFT excellent performance & the best big CAP stock
$NIO Inc.(NIO)$The best thing nio has been doing is under promising and over delivering. It’s throwing the shorts for a loop and helping beat “set goals” and that’s the new trend with nio. That’s why they fired the last cfo. They promised that the sub brand would put them over the 20k a month mark and they did so prior to onvo being launched. They did 20k consistently prior. Now with the sub brand, they have promised low start numbers and we didn’t expect fire fly until next year. Now it’s being introduced the end of this year.Final mention for me, they promised less then 65k deliveries for the next quarter, but if you factor in onvo, they will exceed that. Their EPS was tied into a lower delivery target and well the writ
$Intel(INTC)$Devastating news for Intel who makes the most revenues and earnings by far from PC chips.PC shipments fall in Q3 despite AI push by Microsoft, chipmakersAmd $Advanced Micro Devices(AMD)$ is selling off big despite announcing new AI gpu because of the pc sales being negative.
$Amazon.com(AMZN)$Amazon will fly over 200 after 10/24 and into the 240 range in 6 months timeframe. Reason: AWS is back in full swing with AI tailwind and significant high margin Ad revenue. 10/24 is an important day for Amazon shareholders. I think they will beat the consensus estimate (at $1.26, I think) nicely and show AWS is still leading the pack in terms of sequential revenue growth with a revenue beat on AWS and Ad. Cheers!
$Intel(INTC)$“A great investment opportunity occurs when a marvelous business encounters a one-time huge, but solvable problem.” - BuffetWill the world’s requirement for the thing’s Intel makes increase ? Yes ✅Can current manufacturing sustain this growth ? No ✅Is Intel positioning to add to this world capacity requirements ? Yes ✅Sure, they have a lot of problems, but they are literally now in an equivalent position as a defence contractor with a no fail mission for US Gov DoD!Intel is the BOEING of Semis, I know that’s not saying much given Boeing’s recent BS, but Boeing and Intel will both recover
$PDD Holdings Inc(PDD)$Their business method is: Low price, high volume, bent over backward for customer at the expense of sellers on the platform, NO FAULT return policy that don't ask buyer to return merchandise.What kind of customer base do you think this business model would attract?It's good for short term seasonal "get in then get out" for the investors.The business model itself requires the platform to expand to other country with new batch of customer wanting cheap goods, but you would burn bridges with ALL the small business trying to grow with the platform.It's great for consumer buying cheap temporary items, but investors bear so much political risk without a lucrative guidance to balance it out.
$Palantir Technologies Inc.(PLTR)$You shorts are suicidal.Don't you know Kenny sets the price of stocks? This is going to skyrocket. Kenny owns so much PLTR. Better not short this! Kenny owns the SEC.
$Apple(AAPL)$I have also held Apple for years, so I don't concern myself about 2% or 3% share price dips. That doesn't amount to anything. Let it go lower so Apple can repurchase more shares. If analysts want to try to scare shareholders, that's fine by me. I'm certain Apple will recover any losses. I think Apple is one of the most solid companies around for the long-term. I'm satisfied if Apple only moves slightly higher each year. I don't feel cheated at all. Apple has had one of the best runs ever for two decades. I can't ask for more than that. I think the consumer economy is quite weak so I don't expect high sales for Apple products this year.
$SUPER MICRO COMPUTER INC(SMCI)$I think those that consider risk are staying clear of this stock at this time. What you are seeing are some retail investors that are in the learning process that would be lucky to beat the SP-500 index in any given year. They will learn.