$iShares 20+ Year Treasury Bond ETF(TLT)$ TLT's average duration (sensitivity to interest rate changes) is 16.5, meaning that for every 1% decrease in interest rates the price of TLT should increase by 16.5%. We just got a 50bps cut, so TLT price should rise about 8%. It was about $100 yesterday and this morning, so a price of $108 would be very normal according to duration math. However, 25bps was probably baked into the price already, so let's call it a 4% price increase. TLT to $104. Today is just all the short term and day traders selling on every spike. They'll be gone in a day or two, and TLT will seek it's natural price level, about $104, over the coming weeks. Unless we start getting poor CPI and PCE reports. Increasing inflation hurts the

$Intuitive Machines(LUNR)$ the more shorts try to bash a stock the better it probably is. if you knownits gonna fail seems you'd wanna be quiet and let longs take the bait. but the more you chit chat to sell the more afraid you obviously are of being squeezed

$Intuitive Machines(LUNR)$ Congrats to all longs. Contract awarded as we hoped and longs should remember that the second lunar launch is coming soon within months. Personally I sold half my position at $8.50 yesterday (I had a $4.90 cost). The other half I will let roll through the next mission. I was very overweight so I got an amazing return for a one one old investment and can now play mostly on house money.In terms of financials this is just a complete guess....$450m each year for 10 years. Say $50-$100m bottom line on this. 20x on ebitda = $75m x 20 = $1.5bn = $25 per share. So even if we halve the profit on this contract I think $15 is where the SP needs to be right now.

$Galmed Pharmaceuticals(GLMD)$ Wow. This looks like what WTO and UBXGare poised to doCheck out the similarities Ya never know.Congrats to longs. 👍✅🤑

$Intel(INTC)$ Making IFS (Intel Foundry Services) into an independent subsidiary of Intel means that Intel would establish IFS as a separate, standalone legal entity, rather than keeping it as an integrated part of its core business. This move would give IFS more operational autonomy, allowing it to make its own decisions, manage finances independently, and potentially pursue external customers, partnerships, and investments more freely.It could also allow Intel to focus on its core semiconductor design and manufacturing business while allowing IFS to grow and compete in the foundry market (which involves manufacturing chips for other companies) without being fully tied to Intel’s corporate structure or strategic decision

$Alibaba(BABA)$ Yup, the only direction from here is up. The Snow Clown reiterates another up day on Thursday. Got a box of donuts and the timer on the coffee pot is all set. Enjoy another good day tomorrow!🤡

$Alphabet(GOOG)$ Google has officially reversed course. I still think the CEO needs to go. sadly he probably won't because the stock will now go back up. but he keeps putting Google in these positions every time. and there's never a catalyst or optimism from management whenever the stock is tanking

$Taiwan Semiconductor Manufacturing(TSM)$ $Meta Platforms, Inc.(META)$ META, $Alphabet(GOOG)$ Google and $Amazon.com(AMZN)$ Amazon are designing their own AI chips. Guess which company makes them, TSMC. Even Intel AI chip Gaudi 3, x86 processors Lunar Lake and Arrow Lake are made by TSMC. TSMC has no competition.

$SUPER MICRO COMPUTER INC(SMCI)$ hopefully everyone sold today , because tomorrow is most likely a red day and the selling will probably accelerate during the day tomorrow unless they announce by tomorrow morning that they filed their delayed 10k. if they wait till the last day of the deadline it will be considered as a massive negative and the stock can drop 100 in a heartbeat!

$Tesla Motors(TSLA)$ October 18 is the date! Lots of big investors along with hedge funds already slowly accumulate the shares and specially when a market dip like this comes around... It will be uptrend daily up until the Robotaxi show off. $260 to $280 as we get closer to October and possibly $300+ once all details and plans dates reveal. 🚀🚀🚀💚💚💚👍👍👍💰💰💰💎💎💎

$Alphabet(GOOG)$ does this company even care about it's obligation to shareholders? it's just allowing itself to be at the mercy of the news. they are not making any shareholder moves. let's start with cutting 10,000 jobs. the company is bloated. everyone works from home still like it's the pan-demic. CEO lacks innovation or value. He is simply riding the success of the ad business.

$Tesla Motors(TSLA)$ Of all the stocks the biggest bubble is Tesla. Profits from Robotaxis won’t materialize for next year or two, and at current P/E with 60% of net profits coming from tax credits - Tesla is at best a $140 stock

$Marathon Digital Holdings Inc(MARA)$ BTC is now flat for the last 5 days or down just 52 dollars. Mara is down 1.75 for the same time frame. Looks like if futures are up tomorrow this will jump a bit. If Sept sees 5 or 6 dollars up their 22000 bitcoins held plus this and last month should give them a nice jump in market cap revenue and liquidity. Only disturbing thing is the share count just keeps rising. wasn't that long ago they had 188M shares and now 294M. That in probably 20 months. I believe thats why the price is not in the 30s. They just keep selling shares. If they would cut that out and it goes back to 34 per share, they double their money. Selling shares is not going to net that kind of financial expansion. They would have to sell 294M

$Intuitive Machines(LUNR)$ As I previously stated, anything below $10 is a sale, anything below $5, is a gift. A year from now this will be proven to be right…. If, we have optimal execution, this can be life changing money, right here!. (I started buying in the 3’s. My lowest cost was $3.15. ). I don’t think we revisit that, but if so, be assured it will be met with a lot of interest!

$SoFi Technologies Inc.(SOFI)$ Do you want to do something fun? Go have a look at the SOFI 1 year chart nowand click on 4 hour intervals. If you're tracking current price, 10 day and 50 daymoving averages you will see a very rare sight.It is a triple-upside cross-over of the 200 day moving average on SOFI's one year chart.Now go compare that to a 1 year stock chart on TSSI and look what just happenedMarch 19th 2024 when the same cross-over pattern occurred.At that time TSSI share-price was at around .38 cents per share and after the "Golden Cross"occurred during the past 5 months, yesterday TSSI hit $5.58.I'm just throwing it out for you to consider everybody and am not saying SOFI willdo the same thing but wow... that's

$Amazon.com(AMZN)$ The long term outlook for Amazon still looks fantastic. We could be looking at a 15-20% recovery over the next 6 months from $172. Adding more shares here! MACD is at 1.89, We are still above the 50 and 200 day moving avgs. RSI fairly neutral. Give us some good news and push us up Jeffrey.

$Target(TGT)$ What is the incentive to buy at target? Yes the quality is slightly better than Walmart price a little higher BUT there is one website which can kill target TEMU their price are 1/3 compared to target and they already have warehouses in USA our lawmakers allow this.

$Alibaba(BABA)$ BABA is my favorite as monster presence in China, crazy cheap with load of net cash and upcoming HK Connect listing allowing Mainlanders to buy. But I think Chinese stocks in general ready for a huge (mostly catch-up) run. All this talk of "terrible China economy"... Hello? when has 4% been "terrible". Just because no longer growing at 8%-10% does not mean crazy cheap stocks are worse investments than U.S. or European stocks with very high multiples and economies growing at HALF the rate. The illogic is crazy. Chinese stocks done terribly but that has nothing to do with China's economy getting bigger at faster rate than all developed countries and company growing revenues and profits. Many China based tec

$Palantir Technologies Inc.(PLTR)$ I am looking for the exit tomorrow, I can deal with the 111% profit. Realizing this guy wants Kamala because war is where his money is disgusts me. I cannot support that. There are plenty of other stocks doing much better.

$Faraday Future Intelligent Electric Inc.(FFIE)$ Proud to say I sold 3/4 of my position 😊 I feel like a big weights been taking off my shoulders. It’s apparent to me faraday doesn’t respect us as investors and feels like they’re leaving us in the dark 🤷‍♂️ hope u guys get ur squeeze but it doesn’t look likley imo