$Palantir Technologies Inc.(PLTR)$ Earnings will be fine, people. The entire commercial business has recurring revenue and the total customer count will continue to grow. In other words, the commercial business will continue to snowball. Overvalued? Not for a growth stock. After the earnings announcement, the P/E will jump back to, or below, where it was after last earnings, around 120-150.

$NIO Inc.(NIO)$ $Tesla Motors(TSLA)$ Manipulation, to many big funds missed the boat on the first rally. Now plan is to keep the price low to aquire cheap shares and get more retail to sell. Make it seem like a bad investment before the rally.Nio like TSLA will be a long winner, similar to all the world’s top tech stocks.

$Meta Platforms, Inc.(META)$ Zuck kept the top end of his cap-ex guide last time, but raised thebottom end. If he sticks to those numbers we're going higher.If he can convince analysts that he's seeing return on investment (ROI),then, regardless of the spend, we're flying higher. Should be a very strong report.

$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ Well after the earnings call it’s clear, the fundamentals are all good with the company and growth is there and because there’s no outstanding guidance raise the stock gets beaten down. One thing Lisa needs to work on is how do you get the audience excited about the future!!!!! What will be sad to see is Nvidia holding a higher price in the coming weeks after a recent split 🙈

$Advanced Micro Devices(AMD)$ I've been very bullish for last right years and was hoping it wouldn't shoot up. Looking to get one more big tranche before next year's run. Picked up 850 at 138.00 but kicking myself for not buying more. Looks like I still have a shot.

$NIO Inc.(NIO)$ $15 after the earnings report is a strong possibility in November. The car unit sales are going to be way over forecasted numbers. The revenue number will beat, but with the profit margin smaller on the Mona sales, the ratio of cars sold to profit/loss per share may not be as high, but will beat estimates. Profitable by end of 2025 is very possible. Would love to see a plant or two go up in Europe. Happy long term here, and still believe a market cap of $50+B can be made in the next 12-18 months.

$Palantir Technologies Inc.(PLTR)$ Too high for what, the current EPS/PE? I see the short and long term impact that PLTR is going to have on the world. They dominate the AI software market. They are years ahead of competition. This is why shares are being bought up and the price has risen. It's all a bet that PLTR will be the superstar of AI software. Place your bets now. $45 will be a small fraction of the PLTR share price a few years from now.

$NIO Inc.(NIO)$ Shorts calling swap stations obsolete must be expecting compatible fast chargers to be set up? And who is paying for them? 😂Nio already has the infrastructure down. Which is more environmentally friendly. Faster. Better for battery health in long run.Dream on on covering at single digits when institutions realize this.

$ARM Holdings Ltd(ARM)$ $Qualcomm(QCOM)$ I don't understand the terminology or what's going on between ARM and Qualcomm but I do understand investing and if I was going to make a move today, I'd be a buyer rather than a seller. These things always resolve themselves and the stocks usually move back to where they were before the fracas started. I would look at this as a Buying opportunity.

$Tesla Motors(TSLA)$ Congrats to all the longs who have been in Tesla and the new share holders who are planning to stay in the stock long term, $300 will come at some point, but its going to be hard, after that $400 is around the corner.Congrats to the shorts too! LOLHave a great weekend!

$NVIDIA Corp(NVDA)$ AI semi bubble will pop .absurd valuations and its unsustainableThis time will see NVDA break down below 100 for goodNVDA is priced at a market cap equivalent of 24 times forward annual sales and has so much competition now and 5 customers make up 40% of their revenueSOXS will triple to 60

$SUPER MICRO COMPUTER INC(SMCI)$ Smart move would be to buy Dell or HP over SMCI. Way too much risk. The whole business of assessing internal controls was a delaying tactic. I see $25 coming before earnings on 10/30, that is if they even release their earnings.

$Tesla Motors(TSLA)$ Remember At the end of the day, Tesla is still selling 2019 technology EVs. in 2024. The Robo taxi was the flop of the year. Tesla hasn't had a new innovation since 2016. FSD is the same con job with zero approvals in USA, EU or China.

$Advanced Micro Devices(AMD)$ 25% up move post earnings. AMD now significantly under-valued to NVDA (25% discount on forwarding P/E and over 50% discount on forward PEG). Building for reversal into earnings. Payback coming for patient longs.

$Apple(AAPL)$ It really is too bad that Apple isn't as innovative as it once was.Incremental improvements are fine unless the competition is running circles around you. Which they have started to do.Also the lack of vision is surprising. Failures from self driving cars, to the most demand for Vision Pro has taken the glow off of Apple's leadership.

$NIO Inc.(NIO)$ Fellow longs, I anticipate that this is just the beginning of a renewed upward movement in the coming days, weeks, and months.Here's the newest very bullish information that I think will serve as a positive catalyst for Nio:Even though revenue came in slightly below expectations, Tesla had a very strong Q3. The company made up for its modest revenue number by dramatically increasing margins by more than 4 full percentage points (not basis points, but percentage points). Or to put it another way, margins increased more than 400 basis points. That's simply amazing, and Nio is likely to follow suit and perhaps even top that improvement thanks to lowering the cost of produce its vehicles by manufacturing in-ho

$Meta Platforms, Inc.(META)$ I am really considering buying some long term options on Meta. Going out over two years. They are probable going to announce a stock split soon, maybe even this earnings announcement. If they announce and have a blowout earnings I think it's worth a 50 point move . What do you guys think?

$Tesla Motors(TSLA)$ The Silverado and Sierra PUTS are good working EV trucks, sold for 100Ks but still losing tens of thousands on each one compared to true cost. They offer 'self-driving' options too, but, compared to their true cost and the fact of the coming 'FSD' capability of an autonomous Cybertruck, I'll stick with Tesla.

$Alibaba(BABA)$ possible scenario China announces more stimulus goes to 110 to 115 range. Trump wins goes down to 100 to 105 range. Good Earnings will knock down the 120 wall. Bad Earnings will revisit 90 to 95......downside risk is limited upside reward strong....just my 2 cents

$Advanced Micro Devices(AMD)$ We can easily get a run between 50%-70% going into EOY. It happens every year with AMD, not at the exact time each year but typically in Q4. Go look at the charts. Now add in historically bullish fundamentals starting next week. The only short term headwinds would be an overheated SPX in the near term(digestion needed) and the election. If we get a pullback in the next 2 to 3 weeks, I'm ALL in well into the New year. Happy Holidays!