$SUPER MICRO COMPUTER INC(SMCI)$ If you want AI then you need to buy a server with Nvidia or AMD GPU chips. These new Blackwell chips draw a huge amount of power and therefore run hot and need direct liquid cooling. SMCI is in the middle of a huge technology upgrade, and this will be reflected in future revenues and earnings. That is FACT, it's already been happening! The shorts here are crazy, as soon as the air starts clearing around accounting, the stock will fly!

$Microsoft(MSFT)$ Financial Institutions have accumulated MSFT stocks in recent days. MSFT is under-valued. Be patient. Don't sell. Buy more today to keep multi-years; MSFT will break 52-week high sooner than expected.Bullish.

$Qualcomm(QCOM)$ Qualcomm is now demonstrating the business maturity along with technical and intellectual property strengths it has invested decades and billions of dollars to develop. By broadening its influence in major new markets and future technology endeavors its clear the value of the company warrants a forward PE well beyond the current 15. Qualcomm is demonstrating strengths similar to companies which are being rewarded with forward PE's in the 20 to 35 range.

$Alphabet(GOOG)$ Google is currently buying back about 5% of shares per year (net of free giveaways to employees). I suggest they stop free giveaways and buy back 10%. Everyone will be happier, including employees with those free options….as the price of the stock will skyrocket. Hopeful.

$Marathon Digital Holdings Inc(MARA)$ The economic climate is improving. Our fate is tied to bitcoin now. We are stacking enough to get Wall Street's notice, but if the BTC price doesn't rise we still look like a nonperforming stock. Our hash rate is good and it's rising. We have 26,200 bitcoin stashed so far. Even at these depressed prices that comes to around $1,585,100,000 (1.5 Billion). But we need bitcoin to go to at least $80K next quarter to make a difference. That would put the stash value over 2 billion. And we need the stash to go over 30K to finish the year with a bang at $2.4 billion and make us look like a winning company. I think both of these goals are achievable.

$NIO Inc.(NIO)$ The Chinese are leading the world in EV's. NIO is a few days away from unleashing ONVO an EV that will claim 40% of Tesla Model Y and 3 sales in China where Tesla makes its only profit. By the way NIO has less than 8% short interest and has crushed PUT options for five weeks in a row.

$Intel(INTC)$ Intel is expected to go lower than current price by end of this year. Already crashes more than 50%..I see more of a poor business plan and cash-flow management. The foundry business is not going to contribute any revenue soon. Worst performing stock of the Year 2024...

$Intel(INTC)$ Lots of good news.....$1.9bn from Poland and now $3.5bn from the Pentagon !!!Intel qualifies for $3.5 billion in grants to make chips for US military and U.S. Secretary of Commerce Gina Raimondo is pushing Nvidia and Apple to use Intel Foundries. It's inevitable that all the big boys will eventually have some business with Intel. It will be a trillion dollar company by 2030.

$NIO Inc.(NIO)$ meme NVDA up 30 NIO market caps yesterday, and another 10 NIO market caps today, ie 40x the entire market cap of NIO in 2 days, just because. Literally no other reason…. I absolutely love watching low eye quuue so called investors chase immensely overvalued stock like NVDA (worth 300x NIO) and Tesla (worth 70x NIO) while I and millions of other retail longs keep buying up the float of NIO at an astounding 2018 IPO level valuation when they’ve grown 500% since then in sales, built the largest charging network in China, the only mass battery swap network, signed 8 massive auto companies to use and pay for NIOs swap tech, with massive subbrand Onvo deliveries starting in a week etc, all since 2018. Simply unb

$Tesla Motors(TSLA)$ No way it goes to $245 today, lets be realistic, $250 is coming by first week in October or maybe sooner, but we will have some ups and downs on the way, as for today, its Friday and it most likely trade in a very tight range!

$SUPER MICRO COMPUTER INC(SMCI)$ when we place bets on the right plays that have irrationally fallen just because some short-seller had a sudden brain fart !!! By now, that famous short-seller has probably fully exited leaving innocent retail lose on their gains. Buckle up for $700+

$NIO Inc.(NIO)$ Everybody KNOWS this is a whole new NIO cycle. Holding down the most advanced EV company in the world is an example of mass hypnotism. The SP is no where close to the actual value of the company. Would never close a position in NIO under $21.

$Dell Technologies Inc.(DELL)$ According to Birinyi Associates, DELL has a forward P/E of 12.95. The S&P 500 index has a forward P/E of 23.58 according to "The Wall Street Journal". So, if you can believe analysts' estimates, DELL stock is roughly half as expensive as the S&P 500 index on a forward P/E basis. I expect DELL's earnings per share to grow faster than the S&P 500 aggregate EPS, so that tells me that DELL stock is likely to outperform the S&P 500 index over the coming days, weeks and months. But, even if DELL's EPS only grow at the same rate as the S&P 500's aggregate EPS, DELL stock will probably still outperform the S&P 500 index, because of its much lower valuation. DELL still trades

$SUPER MICRO COMPUTER INC(SMCI)$ One of the interesting things about this SMCI story is the absurd lengths to which Bulls will go.One example is currently circulating on Reddit, and is referenced frequently on this board.There is webpage purporting to be from "Economic Daily Peng Zihao".The title is "Supermicro presents evidence to resolve many controversies including manipulation of accounting reports".This source claims (when you use Google Translate) to repeat information that is attributed to Charles Liang. In this text information is given concerning the late filing notification.What is interesting is that this article is dated 10:25 8/30/2024 .The NT 10K form was released published on the SEC site on 16:06:43 8/30/

SummaryWe’re downgrading NIO to a sell as the price war in the EV market escalates.We think it will be difficult for NIO to improve its gross margin while ramping production output in 2H23.Additionally, we think China's weakening domestic macroeconomy will weigh on demand in 2H23 and possibly into 2024.The stock is up 15% since our buy rating in March, outperforming the S&P 500 by 7%.We think the risk-reward for the stock is no longer favorable; thus, we think retail investors should look for other better-positioned names to invest in for 2H23.Chun han/E+ via Getty ImagesWe're downgrading NIO Inc. $NIO Inc.(NIO)$ to a sell; we think it'll now be increasingly difficult for the company to improve gross margins while ramping production output for

SummaryDespite missing consensus estimates, Marathon's financial performance demonstrated significant growth compared to the previous.Regulatory scrutiny and Bitcoin price volatility remain challenges for Marathon Digital's future profitability.The company's commitment to enhancing hash rate and mining capacity, along with proprietary firmware development, demonstrates a strategy for operational efficiency.luza studiosMarathon Digital Holdings $Marathon Digital Holdings Inc(MARA)$ released its Q2 earnings report on August 8. Despite Bitcoin's (BTC-USD) 78% price gain YTD, the mining company didn't show profitability in its Q2 earnings. Marathon reported a 228.5% YoY increase in revenue, and a Q2 net loss of $21.3 million, resulting in a per-s

FTNT $Fortinet(FTNT)$ has grown revenues at a 24% CAGR over the past 5 years and has an average profit margin of 18%. Assuming shares are repurchased uniformly throughout the year, over the last 3 years 91%, 12% and 116% of those profits were used to reduce the diluted share count ~3% per year.If they can grow revenues at 20% over a decade, sustain their 18% profit margin and continue to distribute 70% of it through buybacks, applying a terminal multiple of 20 and discounting at 10% you get today's price of $57.Are all your investments bets on sustained 20% growth in competitive sectors? I am not willing to bet on 20% growth.What if they "only" grow at 15% and "only" 50% of profits can be deployed towards buybacks? Then, all else equal, we are alr