$NVIDIA Corp(NVDA)$Finally had a chance to look at more earnings reports today. AMZN killed it and are making a ton on genAI business that is growing 3x faster than the cloud sector did for them, which is where most of their income comes from. Pretty huge news and when that filters through the analysts, it should bring some upgrades to NVDA
$Meta Platforms, Inc.(META)$This drop actually opens up a buying opportunity for long-term investors. With META posting a strong earnings report, the fundamentals are solid, and this pullback could be a great chance to enter or add to a position at a discount.
$Microsoft(MSFT)$Outside suppliers are late in delivering data center infrastructure to Microsoft, meaning the company won’t be able to meet demand in the fiscal second quarter. “I feel pretty good that going into the second half of even this fiscal year, that some of that supply-demand will match up,” CEO Satya Nadella said on a conference call with analysts. Simple Simon.. still 🐂 going forward.
$NVIDIA Corp(NVDA)$Rosenblatt was the first with a $200 stock price, several months ago. Since then, other analysts have slowly raised their own estimates to $175 or $195. Seems like a consensus that Nvidia will make 2024 a historic year, with much more to come in 2025. Remember when Nvidia was sitting at around $800 well before the split, Rosenblatt had estimated a $1,200 price. Their research must be incredible for them to estimate a $200 stock price over the next 12 months. I actually believe Nvidia will get there sooner.
$Alphabet(GOOG)$ How will our Google do during a 2nd Trump presidency? How will this impact the DOJ attacks on Google? any suggestions for hedging strategies?
$Alphabet(GOOG)$$Alphabet(GOOGL)$ Marketmakers dumping GOOG and pumping INTC is the ridiculous scheme I have seen. Straight up manipulations to subvert expectations. goole gogogogo!
$Tesla Motors(TSLA)$Your personal robot will know you better than any general medicine physician, that machine will have access to the entire human knowledge in a minute, no errors. That personal robot will be your trusted attorney, doctor, engineer, accountant and personalized financial advisor. Robotics AI is the future.What a cutting-edge field this is! Only Tesla can do it, greatly increasing the hope for the future of humanity…Who would like to share at a suitable time recently?
$NVIDIA Corp(NVDA)$ 500,000 developers in India have joined nvda development program. Jensen is helping countries build out AI. it's amazing to me wall street doesn't get the big picture of what's coming. nvda will be the 1st 5 billion market cap
$Alphabet(GOOGL)$Valuation makes no sense. It's so cheap compared to its peers. The recent dip to $150 was a great opportunity to load up on more shares. Google is my largest single stock position by far.
$Microsoft(MSFT)$According to CNBC Pro $msft is due for a breakout Just now $MSFT produced just the third weekly MSFT/IGV relative oversold reading in the last 10 years. The potential good news is that: 1. the ratio line remains in a long-term uptrend and 2. the last two oversold conditions happened near major relative trading lows. In other words, if history serves as any guide, then MSFT’s relative weakness vs. its group may be ready to reverse course once more. If that happens, the stock will become a big part of IGV’s potential next up leg. Not only has ETF hit new all-time highs, it has done so by breaking out from a multi-year bullish pattern
$NVIDIA Corp(NVDA)$ those who have held quite a while know that nvidia stagnates - as in STAGNATES - before it rockets. for 4 months at the end of 2022 it stagnated, and then over the next 5 months or so cranked upwards about 200%, and then for 4 months towards the end of 2023 it STAGNATED, then rocketed about 100%, then didn't do squat for 2 months, then bolted upwards 50%.like clockwork, we get new buyers who get frustrated and say, i'm outta here, then it bolts upward. those with some conviction in the company however hang on for the big gain. I will hold NVDA for the long terms.
$Meta Platforms, Inc.(META)$ton of $590 weekly calls traded and huge open interest. I expect this will be over $590 in the next couple of days.ton of $590 weekly calls traded and huge open interest. I expect this will be over $590 in the next couple of days.
$Li Auto(LI)$Would not be surprised by slight dip tomorrow and then a bigger move upwards in the next 2 weeks especially if CPC moves to boost their economy
$Microsoft(MSFT)$only reason guidance was little lower than expectations is because supply constraints not demand. I would not be suprised if this green tomorrow as long as economic data is good. The trend is up and demand for cloud and ai is high. Nothing to be worried about. Plus if you’re a MSFT a investor you know this happens almost every-time after earnings. The drop to steal your shares then the climb higher. if you’re long on MSFT there is nothing to be worried about.
$Microsoft(MSFT)$From January 2017 to January 2021, MSFT’s share price increased from approximately $62 to around $222, marking a rise of over 250%. This growth was influenced by corporate tax cuts, deregulation policies, and the accelerated adoption of cloud computing servicesDonald Trump GIF by Storyful
$NVIDIA Corp(NVDA)$ They can’t make the Blackwell chip fast enough to get close to demand. NVDA increasing revenue already guaranteed for next 2 full years. Yes 2 more years of at least 100% revenue and earnings increases. And the starting end of next year they start the ramp on Rubin which, again, is 10 times faster ...Nvda is two to three years ahead of all the competition. Checkmate!
I $Tesla Motors(TSLA)$ think that the advent of the RoboTaxi will enable vast fields of parking lots, no longer needed for POVs, to be returned into gardens and forest glens and concrete parking garages to be converted into indoor community gardens for the freshest foods to reach the people. Its great to have this Musk/Tesla team elevating the MAGA agenda.
$Tesla Motors(TSLA)$ During you are all in politics and check only on TLSA growth, I was thinking today about Tesla roadster …Although I am bullish on Tsla now, has Tesla become a MEME stock?