$GameStop(GME)$ This so called MOASS will not happen for 3 reasons. 1. We have seen ALOT of shady things already with GameStop and it’s clear the sec won’t do anything about it. All the “halts” when this thing even tries to go up….etc etc. 2. We have all seen this movie before and Wall Street is ready for it this time. Tweet , run up, dilute … repeat. 3. PlayStation 5 pro won’t even have a disc drive. It’s optional. Companies are moving away from physical media. Best Buy don’t even sell DVDs anymore. The future is subscriptions, it’s simple as that.
$Marathon Digital Holdings Inc(MARA)$ It won't go down that much but I think it will continue to go down due to fear. If the jobs report is bad, there will be nervous selling. If the jobs report is good there may still be a selloff as investors will worry over whether or not the Fed will keep their promise to cut interest rates. This could potentially lose another 10-20% before it gets better but it will recover strong. These down days are good buying opportunities.
$Faraday Future Intelligent Electric Inc.(FFIE)$ The current target price for Faraday Future Intelligent Electric Inc. (FFIE) is not available in the consensus price range, as there is no current consensus rating available for the stock. However, there are a few analyst price target estimates available, with an average price target of $96,000.00, suggesting strong upside potential for the stock. As of the date of the last analyst price target evaluation on March 27, 2024, the average price target for FFIE has remained at $10.20. It is important to note that these price targets are based on financials and market outlook, and their accuracy is not always predictive of future stock movement.
$PDD Holdings Inc(PDD)$If you look at the development of the Margis for PDD, BABA and JD, you will see that after 2018 PDDs Gross Profit Margin was always much higher than BABAs and JDs had always by far the lowest.For the EBIT Margin its a similar picture. It went up for PDD with raising revenue and is now double that of BABA and 9 times that of JD!Even if you broaden the view and look at other big Consumer discretionary companies,, you will realize that Margins usually don´t change that much over time.Coming back to PDD: Is it really reaonable to assume that their growth and their margins will completely collapse or is it more reasonable to assume that growth will maybee go down to 5-15% within 2-3 years at the worst an
$SoFi Technologies Inc.(SOFI)$ Hey SOFI shareholders, please give me a thumbs up if you love all the SOFI radio and TV commercials. I do! That's my company working to make all of us wealthy and that is capitalism at its finest! SOFI is THE Fintech stock for the 21st century!!!
$Salesforce.com(CRM)$$NVIDIA Corp(NVDA)$ The market is just unreasonable at this point. Doesn’t matter if it is CRM or NVDA. Great quarters just aren’t good enough. Market is too focused on parabolic growth and hasn’t learned that does not necessarily translate to earnings…you know making money.
$Virax Biolabs Group Limited(VRAX)$ 2 million float, and 21 million shares shorted ... And you know what ? They will get away with it. Fucking corrupt. Anyway I don't care. Markets are performing bad, so mpox (and specifically the only company with actually something to sell) is a good position for now. I won't sell this position as I said . Not for 7 dollars, and surely not for 4.
$Broadcom(AVGO)$ Broadcom (AVGO) is deeply integrated into their products. TSMC's report of record chip sales, where AVGO components are also used in chips sent to NVIDIA, further underscores AVGO's value. With these strong fundamentals, I believe AVGO could reach a valuation of $900 billion, potentially hitting $190 after the next earnings report. Staying committed to quality companies like these often pays off in the long run.
$Palantir Technologies Inc.(PLTR)$In their last report, Palantir (PLTR) secured contracts with 27 companies, each worth $10 million or more. This likely mirrors the pattern seen in other systems companies, where services are added over time, leading to significant contract value growth. The momentum is strong, and this signals phenomenal growth ahead for Palantir as they continue to expand their footprint and deepen relationships with these high-value clients.Phenomenal growth coming !!
$Advanced Micro Devices(AMD)$I believe AMD might continue to have strong growth over the next few years. Obviously they are in the same business as NVDA with AI. Both companies have great growth and are at the forefront of the “revolution”. AMD has a fraction of the market cap of NVDA. I believe their market cap is a measly $250B compared to NVDA’s near $3T. Now there are many more factors to consider obviously. This is just my 2 cents…that I’ll invest in both companies.
$CrowdStrike Holdings, Inc.(CRWD)$ I remember reading that this was going to $50 or zero. My thoughts were what community college did that person fail out of. This was a chipotle momentShorting shares of SBUX later , I just dont believe there is an easy fix, and a new CEO isn't worth a 25% popCRWD was good to me but it has been a bumpy road
$NIO Inc.(NIO)$Morgan Stanley reiterated the firm’s confidence on NIO highlighting the continued steady demand at about 5 thousand weekly units. Onvo L60 remains a more crucial stock catalyst, for which we expect more feedback on product, orders, and price in August leading up to the official delivery.
$Marathon Digital Holdings Inc(MARA)$ Im not sure if it’s safe to forecast uptrend in $MARA stock priceYTD Bitcoin is up 43% while MARA down 33%“industry earnings growth is 16% while MARA earnings have been shrinking… This is quite worrisome.”What happens if Bitcoin crashes?
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI is a SOLID company that the investors are mad cause their margins meaning the percentage of sales for profits is weak which is easy to work. A healthy company has increase sales revenue, margins can be fixed, declining sales are a major problem which this company does not have yet. LONG LIVE SMCI SOON 700
$NIO Inc.(NIO)$I want to see how many days NIO can stay under $4. Who has a right mind to sell it, even $20,I would never think about it. Why? $38.43 B in cash, $18.8/share ÷ book value $10.07 = $28.87/share min. Revenue $54.85B ttm Revenue growth potential 50%YOY with his own chip design and SkyOS, including battery swap stations all over the China. New sub brands, ONVO coming mid August and Fryfly the end of the year. Plus NIO phone. Last time under $4 last 10 days including sat and sun.
$CrowdStrike Holdings, Inc.(CRWD)$ Bottom line is it’s the buyer’s responsibility to have contingency plans in place for IT systems. It’s called disaster recovery planning and any real Enterprise has a plan in place. Delta is blaming CRWD for poor DR planning. Very concerning. I would stay away from that airline. Their airplane maintenance is probably super sloppy too.
$SUPER MICRO COMPUTER INC(SMCI)$ Gets added to the Nasdaq 100 the day this orchestrated sell off started ! Man this stock went from gem to cursed real quick ? The really is their FWD PE is what at 16 now ? Any ago that isn’t manipulated should be buying this hand over fist yet none are ? The entire thing reeks
$Broadcom(AVGO)$ boy was i wrong,,,,i figured the HF slez was going afterthe 155$ strike on call options they sold...they obv know whatpositions/contracts and strike they sold at...whats yet out there...currently there are over 26k call contracts this week with a 1$50 strike...they are wiping out tens of thousands of call options above $150they should be jailed...w/o a doubt they should
$CrowdStrike Holdings, Inc.(CRWD)$ You should check the list for insiders stock dumping. They already knew CRWD's stock price was too high. The CEO already got his $17 mil cash. This stock isn't going back above 300 any time soon now that we realized how unprofessional the management is. The problem was self-inflicted by management incompetence.
$Amazon.com(AMZN)$$175 was a gift and most of retail money doesn’t buy in extended hours…. For anyone that did well down. I didn’t get to add more but I am not worried about this pullback, You want to own the best companies in the world this is the game you got to play