Bobby Banana
Bobby Banana
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avatarBobby Banana
12-08 03:11
$ASML Holding NV(ASML)$ wish I had more, this stock is definitely another one I hold for long term. 
$Micron Technology(MU)$ sold some and keeping the rest. The stock still have potential to go up! 
$Advanced Micro Devices(AMD)$ hitting $260 again if rate cut is happening! Fingers crossed! 
$IREN Ltd(IREN)$ hope to break even soon. I intend to hold this stock for longer term.  Scenario assumptions (5-year view) • Optimistic • Revenue CAGR = +20% p.a. (aggressive rollout of mining capacity + AI/HPC cloud growth) • Net margin = 20% in year 5 (improved economies of scale / higher BTC pricing / better AI margins) • Base • Revenue CAGR = +12% p.a. (steady capacity growth and AI services ramp) • Net margin = 17% (roughly FY2025 margin, sustained) • Pessimistic • Revenue CAGR = +5% p.a. (slow growth, weaker mining pricing / slower AI uptake) • Net margin = 10% (margin compression from higher costs or weaker pricing)
$Li Auto(LI)$ should I buy more since it drops quite a bit from a few months ago? 
$ASML Holding NV(ASML)$ wasn't an easy week but $ASML Holding NV(ASML)$ is hanging in there well! 
$Palantir Technologies Inc.(PLTR)$ I am betting for $250 next move. The company will only continue to grow with the large contracts they have with US government. 
$Advanced Micro Devices(AMD)$ looking forward for the upcoming sales report! 
$Advanced Micro Devices(AMD)$ Will it hit $300 soon? AMD surprised me! 
$CoreWeave, Inc.(CRWV)$ hanging in there for $CoreWeave, Inc.(CRWV)$ , I believe in the company's fundamental and the stock growth. 
$Advanced Micro Devices(AMD)$ sold partial, keep the rest. Would've interesting to watch the market this week after what happened On Friday! Repeat of April disaster???? Or opportunity???! 
$CoreWeave, Inc.(CRWV)$ this is just starting. $CoreWeave, Inc.(CRWV)$ is one of the hot stocks this year and I bribe this company will Ric the stock market in long term! 
$ASML Holding NV(ASML)$ when I bought this stock, I am a bit skeptical, but here we go, it goes well so far! 
$Micron Technology(MU)$ Will it hit $200? Holding to this stock for now. 
$Riot Platforms(RIOT)$ took some profit... planning to buy some more if it drops back to $13 
$Micron Technology(MU)$ is still going strong. Made a few trades more and planning to hold on to the rest of it.
$NVIDIA(NVDA)$ dropped back after earnings last week. Still, I believe it will hit $200 by end of the year! Go $NVIDIA(NVDA)$ 
$Riot Platforms(RIOT)$ should I close this? $Riot Platforms(RIOT)$ has been a rough ride for the past year. Perhaps I should take the profit now, even it isn't much. 
$Riot Platforms(RIOT)$ hitting $15 next? A wide ride with $Riot Platforms(RIOT)$ for sure! 

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