$Taiwan Semiconductor Manufacturing(TSM)$TSMC's impressive $40 billion revenue in the first half of 2024 reinforces its leadership in the semiconductor industry. as it continues to outpace competitors like Intel not only in terms of revenue but also in technical capabilities. TSMC's advanced manufacturing processes, including its leadership in 5nm and 3nm nodes, have positioned it as a critical player in powering next-gen technologies, from AI to high-performance computing. With a robust pipeline and increasing demand for cutting-edge chips, TSMC is well-positioned for sustained growth and continued industry leadership.
$NIO Inc.(NIO)$NIO share price is sitting on the launch pad before it takes off no longer a matter of if when takes off a matter of when...the US and German auto industry in China has lost permanently lost ground forever. Buy and hold and reap the rewards that are now inevitable will come in 2025.
$Palantir Technologies Inc.(PLTR)$The worse the economy gets, the more companies need Palantir to save them money. There's no bear argument here that makes sense outside of too high/too fast. And they're all self admittedly bulls who just got nervous and sold 8 bucks ago and want back in at whatever they sold at so they can tell themselves they're good at this. We ride.
$Micron Technology(MU)$ MU Looks like the downtrend is over. We have a nice impulse wave 1 and what looks to be a completed wave 2 down to the .382 fib. This next wave could take us to the 129 area. Would expect to see a move back to the top of wave 1 or the 108-110 area.
$Micron Technology(MU)$ Fellow Micronauts, one of two things is going to happen to Micron Stock. 1) Earnings are going to have to be revised downward to justify the low price of the stock. 2) If earnings & guidance beat consensus estimates the stock will rerate to a higher price. Pretty simple analysis 'eh.
$Marathon Digital Holdings Inc(MARA)$ My opinion:I'm closely watching MARA stock as it hovers between the green and red Fibonacci level gap. This movement is likely to be influenced by both the anticipation of rate cuts and BTC's price action. I'll keep you updated as soon as the stock breaks decisively to either side.
$Alibaba(BABA)$With dumbo retails latest wishful thought (HK Primary Listing) for manipulators to push price up out of the way…. Which will be their next for their beloved & revered grand great value trap stock??!! Stimmy? ANT ipo? Rotation? “Holy Buy Backs increase”? AI? Four years of the same and still counting!! Hail to the manipulators for such outstanding work!!
$Chewy, Inc.(CHWY)$ Took another ten shares out of the float at $25.42 per just to top off one of my accounts at an even 2,000 shares. Got 360 shares in a second account now with a total of 2,360 for both accounts. Didn't expect we'd go up immediately afterwards but I'll take it. Good luck longs.
$NIO Inc.(NIO)$Chinese electric vehicle (EV) maker Nio has unveiled the first car from its new lower-priced brand Onvo, in a direct challenge to Tesla's best-selling car.. Tesla has been struggling with falling sales in the face of intense competition from Chinese brands.
$Target(TGT)$ Based on the premarket pump combined with all day downward price action and the 2% yearly quarter revenue increase, I don't see target as a buy. Anyone else notice Target did the same thing H&R Block (hrb) did this week? Pump pre hours on year over year quarterly blah results and then dump all day. If I had to guess, this will probably stay at 160 by Friday to burn the option puts.
$NIO Inc.(NIO)$all Chinese stocks down today no reason Xpev should have had no affect on nio everyone knew it would be a terrible report nio 2nd qtr report will be record breaking there new plan franchising swap and power stations excellent for nio had to get it well established 1st will bring down infrastructure costs at same time adding thousands of stations across China and beyond at same time record deliveries take the weekly numbers with a grain of salt all ready been told not accurate Onvo excellent pre-orders deliveries begin end September early October will be Amazing end to 2024 and look forward to Exciting 2025 et 9 deliveries firefly operating in UAE and England where I believe they will build 2 new factories n
$Marathon Digital Holdings Inc(MARA)$ So, MARA's Institutional Investor percentage is at 55%. The short position is at 24%. That's 79% of MARA's stock accounted for and leaves 21% unaccounted for. Given we are getting closer and closer to BTC's run, I would assume more Institutional Investors will be buying. I would think the smart shorts are about to cover. If retail can step up and buy a few shares, we should be going up, nicely.If you are wondering why we have such low volume, that's why. For a Monday, our volume was extremely low (compare it to past Monday volumes). MARA's SP seems to be ready to take off. The current SP looks like a gift to me.Time will tell, but I see nothing but good news coming our way.Good luck.
$Micron Technology(MU)$ Investing in Micron Technology presents a compelling bull case due to its recent stock performance, which saw a surge of over 6%. This growth is aligned with a broader rally in the semiconductor sector, supported by positive economic indicators like falling unemployment claims and strong corporate earnings from major tech companies. Increased optimism surrounding potential Federal Reserve interest rate cuts further enhances the favorable environment for chip makers. As investors exhibit heightened confidence in the semiconductor industry, Micron stands to benefit significantly. The combination of robust market trends and Micron’s integral role in the tech sector positions it as a promising investment opportunity. Will Micron
$Alibaba(BABA)$they have 10 minutes after markets close where they settle on negotiated prices.. that’s where either they push up or pull down. i am more interested in what analysts will do with PT’s and Ratings and general commentary. those actually push baba lot higher a day after earnings
$Marathon Digital Holdings Inc(MARA)$ just saying bulls, if this goes below 14.56 id expect pain to 10 area. fwiw this dude has diluted you how many billions for expansion and to pay himself millions? He has no incurred more debt for what "expansion"? here is my question, how much dilution and expansion can this guy sell without turning a profit before he deserves to be punished?
$Advanced Micro Devices(AMD)$Ahh, Wall Street's conjoined twins... AMD is on the rise, and it's no coincidence. With Nvidia's earnings report on the horizon, there's a strong correlation between these two semiconductor giants. A few weeks ago, AMD delivered solid earnings, which not only pushed its stock higher but also gave Nvidia a boost. Now, it's payback time! If Nvidia reports favorable earnings, we can expect a significant spike in its stock price—and when that happens, AMD is likely to move up substantially as well. The two companies are so intertwined in the market's eyes that success for one often translates to gains for the other. I'm keeping a close watch on AMD for this very reason.
$SoundHound AI Inc(SOUN)$ As soon as Nvidia announces another round of Soun stock purchases, and unknown North American car manufacturer incorporating Soun into their vehicles, Game over. Up and out.This kind of strategic move would likely cause a significant surge in the stock price, driving it up and out of its current range.
$SoundHound AI Inc(SOUN)$ SoundHound needs McDonald’s Voice AI contract solution to move the stock value. I am giving the company this Q to do something along these lines. Requires much larger confirmed deals in the near days ahead. SH reminds me of AMD in the beginning of their move to higher ground. Took 5 years.
$Lumen Technologies(LUMN)$ Very few of us understand the business model. It's called FIBER!T and LUMN are the leaders. Buy both for future data throughput needs for business and home services. children are gambling. Longterm investors can trim to cover previous losses but hold the rest for a great future.LUMN could also be a $20 billion buyout just on assets so everyone wins in the end.
$Lumen Technologies(LUMN)$Looking to ride the LUMN AI infrastruction for data center wave before the crowd posted my top 3 ideas Including a spicy new tamale with very few shares around that only a handlful of ppl in the universe are aware of yet