I believe that in the coming years, $Alphabet(GOOG)$$Alphabet(GOOGL)$ will continue to lead the tech world and deliver even more surprises for investors. Go Google, the future is bright!
$Coinbase Global, Inc.(COIN)$Just reading an article on a suitor just waiting for the right price - neared it a few weeks ago - nearing it again now...... Wait until these shorts get popped on the Puts they have out there..... !
$Docusign(DOCU)$ depending on what anyone does, If I was trading this, I don't until sell it short term at that top or arounbf $6.88. If this break out go long over 72 and let it run to bottom of gap . I woudl expect a huhe pullbacl to break out. My opinion I own no shares sp please don't chime in and tell me I'm wrong, This is bullish. Trade the red lines but above the 72 I woudl go long GL peeps
$SUPER MICRO COMPUTER INC(SMCI)$ I see some acquisition news coming soon because the valuation of SMCI is so cheap that it is the best time to buy out this company. The CEO, CFO and Board have proved themselves to be highly incompetent. They too are better off selling this company and getting their golden parachute. This company is worth much more but not under this management.
$Zscaler Inc.(ZS)$ just read the Reuters earnings call. Am I missing something here? Don’t get the reaction to the numbers at all. Didn’t even see how guidance was reduced. If anything, they are adding customers and hired 1400 new employees. This is NOT. a growth company? Will be buying more at these levels for sure
$Taiwan Semiconductor Manufacturing(TSM)$I think this is the biggest + for TSMC is that they have a very conservative balance sheet. And are not looking to become more aggressive. This means more residual cash. I’m personally writing puts on TSMC and taking the premium into a basket of defense stocks. The theory is even in bad situation I’m happy owning TSMC as I think the negative case is priced like the stock is going to 0 when in reality it probably halves. Also when the stock shocks down I’m happy to own it.
$Advanced Micro Devices(AMD)$Chip, It appears 2H24 will be an AMD “advancement rich news environment”. So many things are building up across 3 of the 4 AMD business segments that the probability on any one day is increasing… daily.In the 4th segment, Consoles I believe pressure is building that will lead to a shortened cycle there as well giving AMD great news that we can expect as well.
$Microsoft(MSFT)$I'm a dedicated long-term holder of Microsoft stock, but with an elevated PE of 35 it is already a bit pricey. Besides, Microsoft doesn't need to be any more liquid. They already have a ton of shares. If a stock split was to occur at this time any accelerated, any subsequent stock price increases would only make MSFT shares less attractive and more volatile.
$NVIDIA Corp(NVDA)$The heavy amount of option activity is causing most of the turmoil. Secondly, there is some profit taking. Though it beat earnings on the top and bottom line—there is still some nervousness whether NVDA can sustain the momentum. That’s just investor sentiment. Trying to find a reason why market punishing NVDA for a great business generating awesome profit and giving awesome guidance for their business growth for the future. No way NVDA over valued !!. I own this andkeeeping it for ever kinda mode. I bought more shares with the dip.
$JD.com(JD)$I own BABA $Alibaba(BABA)$ . JD has very high quality logistics. BABA is more dynamic in terms of businesses and global. Both are high quality businesses selling at cheap valuations. If I had to pick one I’d go with BABA simply because of the international growth aspects plus way more tech/ai/cloud capabilities than JD.
$Intel(INTC)$TSMC $Taiwan Semiconductor Manufacturing(TSM)$ has given up on backside power it seems. They are instead taking an evolutionary approach and refining their power and transistor technology.Not to worry though. TSMC will copy backside power once Intel has shown it to be a viable technology.Intel can't win, because TSMC will copy everything like they have done for years before Intel messed up and failed to get in on EUV even though they helped develop it.
$Bilibili Inc.(BILI)$shorties are pushing it down but its going to get bought back up over next few days. Bili is growing very impressively but they continue to get more ad revenue its up 30% is insane. The advertisers are flooding to bili. Bili is going to be in profit by next quarter. They are growing across the board on everything. They had .09 loss and analysts had at .10 but up yoy from losing .33 and 846m from 757m year before and next quarter they will make 1b with eps .04 and should be in profit. No clue who is selling but this is very odd. This stock should be up big right now over 15 heading to 20. Its just a buying opportunity.
$NIO Inc.(NIO)$you guys realize that any upward movement will be DESTROYED by the shorts until this stock starts showing improveing margins and profitability?you realize that we are probably a few years off?you realize that means nio at 3-4 range for 2 more years at least.and likely just going bankrupt.
$Faraday Future Intelligent Electric Inc.(FFIE)$As we can all tell FFIE is on a downward spiral to the pits of hell.I pulled out with this one fully a few days ago just after the split losing £1300 because I knew if I didn’t I would lose it all with my average now being over $22 which we both know would be next to impossible to ever hit that high!To all those still holding I wish you the best of luck and hope it works out.To all those who sold and are new to trading I offer some advice for the future feel free to take it feel free to leave it… it’s your life.Better things to invest in than FFIE:invest in S&P 500invest in companies we know won’t be going anywhere for a while Nvidia, Amazon, Google, etc.invest in preci
$Coinbase Global, Inc.(COIN)$The US Treasury and Federal Reserve plan to redefine “money” used under the Bank Secrecy Act, as they aim to include cryptocurrencies and digital assets in new reporting requirements.Here comes the Harris admin, they are going to get their cut of your crypto or you go to jail
$Grab Holdings(GRAB)$When the valuation gets further chopped in half to around $6 billion, a larger player will swoop in and buy GRAB out. That's the only reason to hold shares at this point. They get bought, we make $$.
$Microsoft(MSFT)$I'm thinking of selling naked puts at a ridiculously low strike that I'd buy at as a no-brainer. Like $300 to 2026. This company is positioned for even more long term growth.
$UBS Group AG(UBS)$beginning to slip: -CEO says they inherited "unsustainable business model, too much cost, too little revenue, too much risk" from Credit Suisse. -higher costs expected. -anticipate raising interest rates by double-digit bps. -facing potential antitrust lawsuits. -services from banks are worsening.
$Amazon.com(AMZN)$this stock has been held back, it lags upper movement on the short run from the likes of aapl or goog. it looks like it does not want to break that 168 in start closing the gap. markets will make it do it by force and let's hope someone recognize the potencial.idk what you guys are talking about today I am actually feeling bullish with amzn. It is a slow gainer atm but will likely have its stupidly explosive day soon.