familoveyou
familoveyou
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avatarfamiloveyou
04-27 22:05
$Coinbase Global, Inc.(COIN)$ The rip downward through 234 caused me to dump my calls. I'm hoping for a lottery ticket call somewhere between 200 and 220, the range that I think has come back into play before earnings.
avatarfamiloveyou
04-27 11:48
$Advanced Micro Devices(AMD)$ With key tech partnerships and an ambitious sales growth target for server GPUs, AMD is well-positioned to capitalize on the surging demand for AI and data center capabilities, signaling a promising outlook in the semiconductor space.You gotta be a fool to sell AMD!happy vintage GIF
$Riot Platforms(RIOT)$ RIOT claims (lies!!?) theirs is world's largest mining facility. No debt. Huge cash. Yet, Stock performing pathetically and testing its 52 week every day until today. Even miners with huge debt load is not in 52 week low.I think it will keep testing its low in the remaining days/months until the management telling the truth and open to the investors. Reason why CLSK and MARA has great management.
$Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA Corp(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ AI valuations might be a bubble in 2030 when AI is everywhere, AI is really nowhere atm in our society.Look at the big tech companies, they're still in the development phase with 0 AI products out yet spending billions on it.I knew the current valuation might be high, we all know that.But fundamentally the AI market is ripping forward and fast. Looking at their forward growth they are undervalued.Had every company in the world already integrated AI into their infrastructure and every home had AI I would've reasoned differently. Until we see massive layoffs due to AI, tha
$Palantir Technologies Inc.(PLTR)$ fully believe this is going to go into 30s following the earnings. I think most investors like myself are frustrated this rapid decline is heavily attributed to naked shorting. It's unfortunate the SEC and brokers don't take better steps to halt this practice. Shame thieving naked shorts make billions cheating others. Things we can do..Don't panic sell, set really high sell values for your portfolio positions. Write your broker and sec requesting they enforce against naked short sellers.Space Rocket GIF
$SUPER MICRO COMPUTER INC(SMCI)$ in all my 50+ years of investing I have never seen a stock with this much earnings power and price potential. it's my largest holding out of 29 with NVDA a close second. it's like a tornado or hurricane. it lies dormant,sputters a little and then picks up speed and no one can stop it.
$XPeng Inc.(XPEV)$ It will be a long wait before things eventually gets better. The battle of EVs has begun last year. Tesla is destroying all other small players. It has the capacity to do so but in this process it’s also destroying itself. There will be acquisitions and mergers happening very soon in Chinese EV sector. Survival of the fittest.
$SPDR Gold Shares(GLD)$ The USdollar is trading at $DXY104 to $DXY 106, the high end of it's 20year trading range. Despite this strength in the USdollar, gold has moved upward to $2400oz level. If interest rates come down in the back half of the year this will a kicker for gold to go even higher.
$SUPER MICRO COMPUTER INC(SMCI)$ Time to go bullish on SMCI.It came down significantly under CPI and FOMC data this week. Now, it only goes up from here. most major news is held to announce close to or with earnings. limited time left, things will change in 2-3 weeks. except smci doesn't even need major news,financial report will do all the talking itself LONG LIVE SMCI 1300 @ EARNINGS
$Adobe(ADBE)$ Adobe is a scam. People are switching away from their "membership". Noone needs their "AI" -- Dall-E, Midjourney are delivering much better bang for your buck. Grabbing UX market also failed - their Adobe XD is pure rubbish.Scared Horror GIF by SpongeBob SquarePants
$Taiwan Semiconductor Manufacturing(TSM)$ I am curious what the bear case for this one is? I do not see how it is a bad stock given PE ratio is still within historical average of 20-25 and there is a whole new windfall coming from AI to drive it higher and not to mention a general recovery in 2023 oversupply. Or maybe people actually think Intel's fab business is catching up?
$Coinbase Global, Inc.(COIN)$ on the way back to $180 ???? The chart looks like that would be a logical move , then back up perhaps. But if people realize how in-secure bit coin is during global conflict they may sell it oblivionCash I can carry, gold same but it is heavy. Bitcoin depends on internet, exchanges, device and service provider. It is not a gold replacementKnock Out Reaction GIF by Travis
$Coinbase Global, Inc.(COIN)$ With the price of Bitcoin and other coins fluctuating so much isn’t this good for Coinbase being many more transactions ? Does anyone know how many coins Coinbase actually owns if any. I thought all the buying and selling should benefit coin in the long run.
$Snowflake(SNOW)$ stock forming a triple bottom bounce on daily time frame at $150. needs to break and hold $161.50 for a move towards $170 and 190 level. Stock is still weak on indicator level. calls above $161.50.
$Sea Ltd(SE)$ just entering the scene here. this can go to 88 based on the technical limits so i like the action , just new to the show. does this company actually make money?? there income statement is weird net loss because of doem ambigious sales expenses and major jumps in r&d expenses - then the balance sheet looks good. whats the story? momentum looks like its reversed upward so im inclined to buy calls!
$Sea Ltd(SE)$ chasing winners always gets you punished in this market, but I do think Asia plays are going to outperform domestic equities, and this one has less geopolitical risk than Chinese companies with a founder focused on turn around. I think this one goes much higher
$Nike(NKE)$ On-Running and Hoka will continue to take market share away from Nike. It's too late for Nike to catch up now. CEO blames WFH for 2.5 years and doesn't want to copy this startup companies. Hate to say it, but those startups have nailed it on innovative shoe designs.
$Eliem Therapeutics(ELYM)$cash before yesterday's announcement = $107MM. Total cash after yesterday's announcement (very bullish private placement) = $210MM. Market cap = $127MM. do the math
$CleanSpark, Inc.(CLSK)$ JP Morgan report says mining industry will go through changes after halving, with few going to consolidate and lead the pack. Among the companies covered, CleanSpark is considered the best positioned due to its efficient mining fleet, low all-in mining costs, and favorable hashrate comparisons, which should drive record revenues and profits post-halving.
$Rivian Automotive, Inc.(RIVN)$ Its probably time the CEO comes out and sell another false story about a new truck or hitting unit targets. It is all a facade, the EV market is done and RIVN is soon to be gone....they just don't admit it!

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