$Palantir Technologies Inc.(PLTR)$  Long term bullish and overall solid company but need to face reality. Palantir amongst others has run high but along with that expectation run high likewise.  Looking at earnings and growth government sector is still declining and for commercial although growing by 30% the previous qtr growth of 70% set the bar too high.  For me this is expected after many boot camps there is going to be an initial rush with new customers on boarding but this will level after some time. Given current sentiment palantir joins several others who's Stock have run high and only flawless earnings would have guaranteed no partial sell off (aka smci, amd, sofi,...) especially given high valuati

$SoFi Technologies Inc.(SOFI)$ I have Sofi as part of my portfolio and what a bumpy ride it has been so far...earnings in jan jump but shorted and not able to hold, tank after convertible note offering, slowly climbing up again only to be dumped massively after last earnings.  Overall earnings were not bad but sofi needs a catalyst. Since management do their own cautious approach to lending that leaves only the fintech portion and they need a win by larger banks stepping on board. If that happens it will be one such catalyst. Until then I believe it will hover where it is now. 

I think TSMC should do well and added some shares during the recent days market pull back.  With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China. I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard. 

$Tesla Motors(TSLA)$  I shared before in another thread on the impact of the robotaxi tweet.  In general I don't have confidence but I withhold further judgement waiting for the upcoming earnings call.  I want to see what is their plan for FSD licensing, clarify on model2 wether its a go or no-go, more concrete information on robotaxis and hopefully some plan on improving battery tech which is a key component of EVs.  I am working in the semiconductor industry building the key components for EV and orders are being reduced  whereas chinese EV manufacturers are ramping up.  I am disappointed in using tweets to create hype, it's unprofessional and does not add to my confidence. In order to turn

I don't think Nvidia will drop below 800, yesterday dip was partially Caused by hotter than expected cpi data and almost every stock dipped but it recovered partially during trading hours.  Intel in my view is in a similar situation compared to amd being late and trying to break into the market. Both will have their place but it will be important if they compete mainly on performance or cost.  Both will undercut pricing as much as they can to gain market share with likely faster availability due to shorter order backlog and can be attractive for smaller companies in comparison to hyperscalers Nvidia will still be the performance leader plus their strong software support will always sway buyers to go with them. For hyperscalers building large AI data centers the cost of high

$Tesla Motors(TSLA)$  One tweet and the stock went up several percent. No I don't think it will help Tesla stock in the mid term and instead it is hype to keep it from sinking further.  Yes once actually rolled out it will significantly support the stock but it will be a long process to get there, besides completing FSD , building the car there are also regulations to meet and approvals to get.  Elon Musk needs to stop tweeting (either to create hype or at least to not damage the company image) and instead share a clear plan on the roll-out, FSD progress and lisencing and clarify on Model 2 release.  The competition is getting stronger and stronger, one item which I think is important are recent news

$Tesla Motors(TSLA)$ Yesterday movement is interesting. On one hand bad news for 2mil vehicle recall on FSD safety and on the other is the grant for the new mexico Giga factory. Personally I was expecting it nor to go up, the grant is good but unless EV demand increase it still won't make sense to accelerate the mexico plant for tesla bottom line. 

I believe nvidia stock is overvalued now. As a company and their products its still solid. Previous inflated gpu pricing due to crypto bolstered overall revenues and this is gone now leaving Nvidia between a rock and a hard place now (how to clear current gpu stocks at reasonable prices versus release of the new 40xx gpu series..). What disturbs me is the company trying not to be transparent previously on how much crypto bolstered gpu sales...well thats Karma