delusion梦碎
delusion梦碎
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avatardelusion梦碎
04-25 22:36
$Vertiv Holdings LLC(VRT)$ This stock still trading at a "discount" after latest earnings! Loading up because their future guidance for the next couple of years is bound to be going upwards. Financials are fantastic and they are a great company (backed by Nvidia as a partner)!
avatardelusion梦碎
04-25 07:49
$JD.com(JD)$ There is no problem. The low on April 16 was exactly on the 50 Fibonacci line from the low on January 22 to the high on March 13 (black table). If we had reached the 61 Fibonacci (golden zone), I would have been worried about a trend reversal, but we bounced upwards off the support line. Accordingly, we were in a bull flag, from which we broke out to the upside. Measured from the low (22. January) to last high (March 13) to the low (April 16), we are currently just below the 38 Fibonacci extension (blue table 27.61). We may test the upper limit of the bull flag once again in order to close the small gap, but after that we should continue higher.
$MicroStrategy(MSTR)$ What are the Big Players Up To? 1) MSTR is included in the Nasdaq Composite, Russell 2000, Russell 3000, S&P 600 Small Cap Therefore as the market cap increases, MSTR will be weighted more heavily in these indices. This requires more passive buying which puts pressure on increasing the stock price. 2) There are 3.4M MSTR shares sold short, while there are 15M shares outstanding, 8M of which are held by institutions. Attached: Left = Top 15 Holders of MSTR Right = Number of MSTR shares sold short (updated every 15 days)
I have SOFI $SoFi Technologies Inc.(SOFI)$ fair valued at $20 based on the lower range of their 2026 guidance. Which is interesting as they projected to grow by 20% annually after 2026 which is actually quite modest.My biggest bull case for SOFI is actually it seems to have differentiated itself for the next generation. Especially with the fact that its tech platform also powers alot of its competitors I can see they can continue to eat up market shares in the future.As Noto said in an recent interview, conventional banks had tried what SOFI is doing by attempting to provide one-stop financial services and have failed. I have friends working in bank who explained to me, that there are many hurdles for a conventional bank to transition everything o
$Intel(INTC)$ INTC has no chance against TSMC..TIWANNEESE disciplined hard, efficient, dedicated Working culture and USA mainstream working culture of whining, complaining, disgruntled PRIVILEGED entitlement mindset and attitude. That's just TSMC, now you have SAMSUNG, JAPAN coming for INTC too.. INTC going against Japan, S.Korea, and Tiwan in terms of efficiency, hard, disciplined working culture. This competition is over for INTC before even the gate opened. And we are hearing in INTC the working culture has gotten very unproductive, there you have any proof if you needed any..
$Tesla Motors(TSLA)$ Over th past couple of months, Tesla’s AI-FSD supercomputer has accumulated 1 BILLION miles of driving data and it’s skill level and database are improving and expanding exponentially…AI scientists calculate it will require roughly 6 billion miles of driving data For Tesla’s AI DOJO supercomputer to reach Level 4 FSD certification which will occur around early 2025.Can’t wait to hear the details when Musk releases the Robotaxi and $25K model plans on August 8 at 8:00 AM…Tesla stock is now just $170 and with all the above, many analysts predict $2,000 by 2030.Next couple of years should be interesting.
$Intel(INTC)$ Intel stock got rocked when company management revealed, first, that it plans to break out the numbers separately for its growing chips foundry business going forward – and then proceeded to reveal just how badly this business has performed in the past. In 2023, Intel revealed that it lost $7 billion building semiconductor chips for its rivals at the foundry division – 35% worse losses than the division incurred in 2022, and with sales down 31% year over year.
$SUPER MICRO COMPUTER INC(SMCI)$ Some people cannot not stand 25 years is doing much better then you. Come now people.. stop this madness 😂 embarrassing I’m here to make money not to satisfy your love for this overhyped company. The day will come when management misses the mark.. and trust me they will… I’m always the last person to shut off the light.
avatardelusion梦碎
2023-12-05
Not only do I think INTC $Intel(INTC)$ could get lifted by the general semiconductor hype, but it's actually doing some pretty impressive stuff itself.Most recently, it's reportedly accelerating its efforts to overcome the limitations of ARM $ARM Holdings Ltd(ARM)$ CPUs, following Apple's example of using ARM chips.Also seems to be making a play at the massive healthcare market. At the Healthcare+ EXPO 2023, Intel unveiled AI implementations designed to enhance healthcare service like an ambulance network system for real-time patient-data sharing, a telemedicine system for global healthcare discussion, and an AI imaging system that swiftly detects brain conditions from CT scans a
avatardelusion梦碎
2023-12-04
$UiPath(PATH)$ Long squeeze. Where are the trolls who were screaming $50-60 share price on Friday? Where have they disappeared he?Mute the trolls who only post bullish comments. I will short sell uipath as soon as market opens... I do not want to lose money any more
avatardelusion梦碎
2023-12-01
$Snowflake(SNOW)$ strong feeling this will reverse today - if not, next week for sure! 💰🥳LET’S go!Ever since learning the new strategies from the 14-day free trial, I've been able to make money regardless of the direction of the market.
avatardelusion梦碎
2023-11-28
$BIODEXA PHARMACEUTICALS PLC SPON ADS EACH REP 5 ORD(BDRX)$ Volume is considerably higher in the last couple of days, which is what you like to see during a move up.Looks like the stock is headed for a significant upswing based on the chart. We alerted the BUY signal at $4.85 and we were able to close this one with profit at $5.2 🔏 See more details
avatardelusion梦碎
2023-11-28
$Amazon.com(AMZN)$ Amazon is now the biggest delivery business in the 🇺🇸 surpassing both UPS $United Parcel Service Inc(UPS)$ and FedEx FDX $FedEx(FDX)$ based on the number of packages delivered.AMZN is going to be a colossal winner over this rip-roaring — record holiday shopping season, and cyber Monday is fertile and awesome ground for the top deals of the day!👌💪📈I would like for Amazon to pop over $150, break thru that number and then instantly pop to the $153-$154 range where i'm planning to buy puts for a pull back from the pop.Thanks.
avatardelusion梦碎
2023-11-25
$C3.ai, Inc.(AI)$ I know quite a bit about AI, as I have been involved as a consultant in a class action filed against short seller Kerrisdale Capital regarding its allegedly fraudulent statements about AI's putative accounting fraud. I always believed that there is a real franchise here with legitimate contracts with Baker Hughes, the U. S. Department of Defense and the Air force, but after I had lots of fun making a lot of money selling puts on AI at increasing strike prices over the past year or so, the price of AI has now exceeded my assessment of its fair value and I have moved to the sidelines.
avatardelusion梦碎
2023-11-25
COIN $Coinbase Global, Inc.(COIN)$ setting up for its third attempt at breaking this 112-115 area If it breaks 115 then it has 130 range highs and unfilled 130.15 gap BTC seems to be cooperatingEvery bitcoin investor right now is just smiling at the price of bitcoin as it head strong and indeed valuable enough to generating Roi. More persons are gonna become millionaires while order keep waiting for it high time.💬
avatardelusion梦碎
2023-11-24
$Meta Platforms, Inc.(META)$ I think Meta's revenue will continue to grow for the foreseeable future as customers continue to spend most of their day on social media, and screen time per person continues to increase per day.I don't see people stop spending their time on social media.[Happy]
avatardelusion梦碎
2023-11-21
$JD.com(JD)$ $30 calls for Friday here…. Would you guys swing into Wednesday with this positive price action and heading into a holiday? Haven’t had consecutive green sessions here in forever… wonder how high this can see by Wednesday… wonder how high by EOW too!
avatardelusion梦碎
2023-11-14
Still loading at near all time high? Don’t forget the split! Big tech bu.bble all over!Goooogle gives 36 percent of its_revenue to Apple. Scammers ! $Alphabet(GOOG)$ I buy Apple products at premium price because they meant not have Google products. Liars.Scammers !
avatardelusion梦碎
2023-11-14

Super Long AMD!

Nvda $NVIDIA Corp(NVDA)$ could be worried about a microsoft $Microsoft(MSFT)$ anouncement this week as to get ahead of the bad news for nvda, suddenly knocking them down several pegs and destroying their pps. At the same time validating a long term competitor in AMD $Advanced Micro Devices(AMD)$ . Open source is the icing on the cake for AMD and no one likes a monopoly. It's in EVERYONE'S best interest (except nvda) for AMD to penetrate AI marketshare so if the MI300 is capable then it will be supported heavily. If we have to wait for Dec 6th advancing AI event for an announcement then so be it. Lisa's promise of 2 billion sales was jus
Super Long AMD!
avatardelusion梦碎
2023-11-14
$Amazon.com(AMZN)$ To the plonkers who look at the P/E ratio of Amazon and bitterly complain about it.It's 75 right now with the stock at $143. It was 99 with the stock at $100 not so long ago.So there you go, it went down even though the stock went up $40 bucks. Just another reminder it's NOT an accurate valuation guide on a company growing and expanding as rapidly as Amazon is and has been it's whole life.It won't always be like this but until the rapid massive business growth period ends of Amazon down the road someday then it takes a back seat as a valuation tool.The Market expects AMZN to go downSmarten up, thanks.

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