$Intel(INTC)$If a company like Intel were to be removed from the $DJIA(.DJI)$ , it wouldn't mean that the company is any less important or influential in the broader market. This would mainly be a symbolic change, as the Dow Jones is an index that provides a historical and representative overview of 30 large, established companies, but it doesn’t necessarily include all major companies in the market.When $General Electric Co(GE-W)$ was removed from the Dow Jones in 2018, it was also a symbolic shift. GE had been an important member of the Dow for a long time, but the index underwent a revision to include companies that better fit the cu
$Tesla Motors(TSLA)$ Tesla's 5-10 year lead in EVs, but what you're failing to recognize is that other manufacturers are working on competitive EVs, while Tesla is working on solutions for AVs. They're not hardly on the same playing field as far as degree of difficulty. Explain to me how Tesla is failing to compete while drawing 2% of the new vehicle global market share, close to 8% of the actual revenue, even more of the actual profit -- whereas most EV makers are losing money. Conveniently you've skipped over Tesla | Energy to get to robots. Which, the harder people push against, the more convinced I am that they'll be another game changer.
$Eastside Distilling, Inc.(EAST)$ I’m really hoping this thing bounces back to at least $3.00, but I’ve got my doubts. We see these huge 200% jumps all the time, and they often end up dropping back down. It’s frustrating but pretty common. I’m keeping my expectations in check and just watching to see if it can hold any gains. Let’s see how it plays out—fingers crossed for a better outcome!
$Eastside Distilling, Inc.(EAST)$ Don’t stress too much—this stock won’t drop below $1.00. I’m betting the share offering price will land somewhere around $1.15 to $1.25. It’s all part of the game. Just keep your cool and stay focused. I’m feeling pretty confident about this, and I think we’ll see things stabilize and even pick up.
$C3.ai, Inc.(AI)$C3 news from the conference call. C3 has over $750m in cash on hand. They see a big opportunity right now, so they're going to spend down their cash a little, not a lot, to get more products out faster and hire more salespeople. This will pay off long term, but short term their expenses will be higher and their financial results will not be as good. Some people don't like this and are selling their shares even though the long term prospects for the business are great. Personally I'm going to continue to hold.
$C3.ai, Inc.(AI)$Did you buy it after they knocked it down to below 19? I added a bit. Majority of AI spend is focused on hardware, not software. The people selling it off are the investors who have short term horizons. This has always been a long term play. I guess it will be back to $30 soon.
$NVIDIA Corp(NVDA)$Most bull markets last , on average , 3.8 yearsNVDA is off 35 points since July and posted , yet again , record earnings and guided higher.We are only 23 months into this current bull mkt.I think we will see NVDA resume a move up to hit and surpass new all time highs .We got further confirmation of rate a soft landing this morning and now we have a clear path to initiate QEThe market is ready to rally imo ( a Santa rally )my price tgt for NVDA 165 to 180 eoy.
$Marathon Digital Holdings Inc(MARA)$ Honestly, this stock could totally double in a year or tank to zero. I’m really not sure what’s going to happen with MARA at this point. It’s a total gamble—either way, it’s a wild ride. I’m keeping an eye on it, but I’m not making any big moves until I see some clearer signals.
$Linde PLC(LIN)$I’m wondering if Linde kept building these hydrogen plants if they could ever make enough hydrogen for all the vehicles that will eventually be hydrogen based…. Seems like that is more feasible long term than lithium EV vehicles and their charging stations (lack there of). Much better environmentally as well! The Great thing about LINDE is that they don't really need the hydrogen business. LIN is profitable and we will be seeing NEW ALL TIME HIGHS soon.
$SUPER MICRO COMPUTER INC(SMCI)$I think Super Micro's leading position in AI infrastructure and the rapid growth in this area is really exciting. But there have been issues in the past, like accounting scandals and allegations of channel stuffing, which are not to be underestimated. The market seems to have overreacted a little bit to this news and that's pushed the share price down. If you're a risk-taking investor, the current low prices could be a good buying opportunity. But it's important to remember that this kind of investment depends on whether the company can get its financial affairs in order. So, in my opinion, this is a great entry opportunity for investors with a high risk appetite and especially for long-te
$NVIDIA Corp(NVDA)$I don't own any Nvidia right now, I sold at 127 but I can see this hitting 75, before it turns around and goes strait back up to 225 by next summer, the MM will take your money when they see fit, but I won't buy as my until 90, and if it goes lower I'll buy more. Now I sell the expensive stock and buy again at a lower price waiting for the bull wave. So my total shares continue to grow!
$Meta Platforms, Inc.(META)$bought META a few years ago when there was a capex spending scare at 150.00. Bought again when it dipped to 439.00 back in April. Not only is it a great stock for cap appreciation and it's dividend, but the options premiums are rich as well. I think $Netflix(NFLX)$ is another stock that is the caliber of these 2 that can be bought and held with confidence.
$Intel(INTC)$INTC used to be fairly profitable, especially in its heyday. But many observers might see this as a shortcut to quick and easy profitability, to avoid doing the hard work of removing inefficiencies in both the foundry and product businesses, and investing and innovating again so as to be able to sell and produce some of the best chips on the market. And as I said earlier, some investors are only putting capital into INTC because of its status as a vertically integrated American chip maker. Spin off the foundry or product business, and many of those investors will sell one business or the other, possibly both. The best/dominant product company to own in the world today is probably
$Affirm Holdings, Inc.(AFRM)$ It looks like this company is already on the market and could be sold for around $25 to $28 billion, with shares possibly hitting $95 by Christmas. That’s a pretty exciting prospect! If the deal goes through as expected, we might see some serious action in the stock price. I hold a lot of shares!
$PDD Holdings Inc(PDD)$Management teams not focused on their company’s daily stock price is exactly the type of management I prefer.Management cut from this cloth are the type that understand capital allocation, and that growing the intrinsic value of their business over many years is of utmost importance rather than short-term EPS targets. This is what drives a stock price over the long-term.It seems to me management made it very clear on their last earnings call that they do not want stockholders focused on short-termism. For all those looking for near-term profitability, and a management team that is geared towards making Wall Street’s quarterly earnings figures, perhaps PDD shouldn’t be in your portfolio.
$Coinbase Global, Inc.(COIN)$What’s up with this? Bitcoin’s down 6% over the last 5 days, and Coinbase is tanking even harder at 13%. It’s crazy how COIN hasn’t bounced back like Bitcoin did after last month’s dip. Feels like something’s seriously wrong here. Either the market’s shifting, or Coinbase is just not keeping up. It’s really frustrating to watch, especially when you thought it would recover.
$Advanced Micro Devices(AMD)$$NVIDIA Corp(NVDA)$ ’s earnings were great! Soundly beat estimates and raised forecast. The demand for their products is thru the roof. Any company, especially AMD, would have killed to announce earnings like Nvidia. Nvidia’s expectations were extremely lofty, which is why it’s down a little today. Anyone thinking AMD is going to do better than Nvidia is naive. Nvidia’s shares still have a chance to triple this calendar year. AMD is up less than 1% YTD. AMD is a good company, but Nvidia is king.
$ulta beauty(ULTA)$ Buffett knew the numbers before he bought, the quarter was already over, these guys can do research we can’t touch! He knows long term it was winner! You don’t spend billions on a gut feeling! Waiting a few quarters is not a problem! exactly, market maker is manipulating the dip AH. Earning was already priced in. It will be a bounce back from here.
$Dollar General(DG)$ I’m placing my bets on DG hitting $140 by the end of the week. I’ve got a strong feeling this stock’s about to bounce back, but if I’m off the mark, we might see it drop to $110. It’s a bit of a gamble, but I’m leaning toward the upside here. If I’m wrong, well, that’s why I’ve got those puts as a backup. Fingers crossed we see that $140, and I can ditch the insurance. Let’s see how it plays out!
$Microsoft(MSFT)$I genuinely believe Microsoft could hit $800 to $1000 a share in just a few years. They've become such a crucial part of our daily lives and business operations, it’s almost hard to imagine them not growing indefinitely. Their integration into every facet of technology and the push into AI only solidifies their role in shaping the future. This growth isn't just a short-term blip; it's a long-term trend that seems unstoppable. So, if you're thinking about where to park your money, MSFT looks like a strong bet to me. They’re not just riding the wave—they’re creating it.