$英伟达(NVDA)$Bad ass Jensen Pops the bubble💣💣

$Palantir Technologies Inc.(PLTR)$Palantir’s current valuation appears overly high and difficult to justify, even with optimistic projections. Indeed, PLTR stands out as a leading public AI company, the potential for further stock price growth seems limited. To drive more upside, the company would need to significantly exceed expectations, but there are no clear signs indicating it can achieve such performance.Trading short/neutral at current state.

$Palantir Technologies Inc.(PLTR)$CEO, Alexander Karp, has adopted a Rule 10b5-1 trading plan to sell up to 9,975,000 shares of the company's stock by September 12, 2025. Based on recent trading prices, this sale could amount to approximately $1.23 billion.CEO sell off combined with Pentagon budget cut report definitely impose strong downside momentum…

$美光科技(MU)$Company entering a bearish cycle due to PCs and other consumer products demand is weak, putting pressure on earnings. Demand for high-bandwidth memory chips, critical to artificial intelligence, has jumped sequentially.And this bearish forecasting of earning accompanied by hawkish FOMC speech, led to a crash in the stock price…My view is still bullish for actual AI related companies… Entering a SCPut this weekSalt the market

$Taiwan Semiconductor Manufacturing(TSM)$Nvidia’s revenue share at TSMC will rise from 5-10% in 2023 to over 20% by 2025, matching Apple’s. AI and advanced packaging are key growth drivers, with AI expected to contribute over 20% of TSMC’s revenue this year. TSMC’s data center AI revenue is projected to grow from 6% in 2023 to 14% in 2024 and beyond 20% in 2025.Production capacity is the only factor limiting TSM’s growth🚀🚀🚀

$SoundHound AI Inc(SOUN)$SoundHound’s stock may remain volatile due to lack of cash flow and profitability. Short-term and long-term investors may want to take profits, but speculative investors bullish on Voice AI’s growth potential might hold. According to company management: The Voice AI market is highly competitive, with rapid technological changes, short product cycles, and price-sensitive customers.

$NVIDIA(NVDA)$Governments and private investors worldwide are pouring billions into infrastructure to support the increasing demand for data processing and storage. South Korea plans to secure 10,000 high-performance GPUs in 2025 to stay competitive in the global AI race.The global race of AI and data processing in confirmed, and NVIDIA is riding on this strongest tide. Investments into AI will be exposed to the public, pushing valuation higher.

$微软(MSFT)$Microsoft is investing $80 billion in AI data centers and deployment, exceeding its 2024 CapEx of $53 billion. Over half the funds target U.S.-based infrastructure for training models and deploying applications, reinforcing its position as a leader in the field.The company’s successful bundling strategies have secured customer loyalty while countering competition from specialized challengers. AI Factory

$Strategy(MSTR)$MSTR bought 20,356 BTC for $1.99B, bringing total holdings to 499,096 BTC at an average cost of $66,357. Funded by a $2B convertible notes offering, the company faces financial strain, with profitability concerns and a $670.8M Q4 net loss. Despite this, institutional interest is growing, and MSTR remains committed to its Bitcoin strategy.

$Quantum Computing Inc.(QUBT)$Despite promising technology, QUBT stock is overvalued at 3000x P/S, making it a risky investment compared to peers like IonQ.The company’s revenues, which doubled YoY, However, the cost of revenues more than tripled over this period.Advanced tech but unpromising future when facing competition… Short for now