$NVIDIA Corp(NVDA)$ $Intel(INTC)$ $Advanced Micro Devices(AMD)$Too be fair AMD also had an almost doubling of inventory from the year ago period. It would be interesting to try and figure out how much of the AMD inventory build is/was in preparation for the new product launch cycle. AMD recently launched new products. AMD competes more with INTC in the CPU space while only a 10% participant in the GPU space against NVDA. AMD and INTC are playing games in channel inventory especially outside of the server market. The NVDA inventory is troubling as NVDA is the 90% dominant GPU supplier and as such has little wiggle roo

Well, alot of negative news this week that should have dropped micron to 45-47 imo. Very light trading week may have played a role in mitigating the negatives, see what happens next week. Market seems to be already pricing in a 2H recovery, imo pps will still see BV or less in 1Q but based on this week's resilience , will likely need a market drop of about 5% which imo is also coming in 1Q.$Micron Technology(MU)$

$Netflix(NFLX)$My friend and I all just want to get close to breaking even. I had been dealing with three stocks (all companies i worked for) and understood.. I’d buy and sell and make good money. Somehow, I ended up playing around with Netflix, and made some money, but then came the Q4 and Q1 reporting and I’m really stuck. All because I didn’t understand two little words “STOP LOSS”. Cramer is a joke.. I remember him pushing it also. I read everything I can find on Netflix, and did just read an article where they said to buy and hold Netflix and Meta. Long term it will do good. I’m hoping that the ad tier takes off, and that people ultimately buy a subscription when they stop sharing in the US. I hope Canada shows good r

Novavax: The Gig Is UpCarsten KoallAnyone historically following $Novavax(NVAX)$(NASDAQ:NVAX) could've predicted this ending for the biotech focusing on vaccines. The company has a history of promising new vaccines while constantly diluting shareholders over and over with new share issuance. The stocksoared to amazing heights on exuberance around the approved covid vaccine, but now the gig is up. My investment thesis is Bearish on Novavax, Inc. stock following statements from the company about substantial doubt of a going concern due to heavy losses and questionable covid vaccine demand.FinvizGoing-Concern DoubtNovavax, Inc. provided the following somewhat shocking statement to investors with theQ4 2022 earnings release:Novavax Q4'22 earnings

$PDD Holdings Inc(PDD)$ $Alibaba(BABA)$ $Baidu(BIDU)$ $BILIBILI-W(09626)$ A tug of war between the bears and the bulls. Increased volatility is expected but a few things are certain:1. The Chinese authorities will do whatever it can to support the economy. They have openly announced it and it shall be done. 2. More economic stimulus is forthcoming.3. Fed will continue to lower interest rates to avert a hard landing4. This gems will continue to be profitable and more so with all the economic stimuli.5. Chinese equities have in general bottomed up and the trend is up from here. Weak holders and t

How Amazon Expands Costco's Business ModelmrgaoIntroduction"$Amazon.com(AMZN)$ is Costco on steroids". These are words I once read in a comment on Seeking Alpha. In this article, we will consider an aspect not usually as covered as other parts of both companies. Remember, when I deal with very largecompanies, my approach is to research one aspect at a time, using what I call afractal analysis method, with the assumption that every single part of the company has some statistical character as the whole business has. Fractals are, in fact, geometrical figures in which similar patterns recur at smaller scales, as in a snowflake. This time, we will start from my previous article "The Influence of Costco On Amazon Prime" and then move on to see how Amaz

Faraday Future 52- Week HIGH of $ 7.85...                                                      What Price Will YOU be FILLING the FFIE DIP Before Production Starts in Late March 2023.... FF 91 Futurist Alliance ( A Huge Success at CES 2023 Show ) and FF 91 Futurist models.. ?$Faraday Future Intelligent Electric Inc.(FFIE)$

In my business I made some decisions which I lost customers but it was the right decision to make. A few weeks ago a company had a group meeting and I was discussed. The Speaker said my business dropped by 50% this year. Not true my business doubled and I had the best year I ever had. I keep quiet not to let my competitors know.$Lucid Group Inc(LCID)$

The 5% only drop after a 23% session says NIO trades $14-$17. I been on this MB since 2019. There are no gaps left under this level and the only open Gap is actually at $21.                                             NIO will trade up from now until 2025. Their cash flow projections alone says $80$NIO Inc.(NIO)$

Swing Trade AMDvchal$Advanced Micro Devices(AMD)$ (NASDAQ:AMD) is one of the largest technology companies globally, although still much smaller than some of the multi-trillion dollar technology companies. The company focuses manufacturing compute and graphics processors, with a market capitalization of roughly $130 billion, smaller than direct competitors such as $NVIDIA Corp(NVDA)$ or $Intel(INTC)$.However, the company's shift to manufacturing with TSMC (TSM), in a capital intensive business, mean it has been able to regain ground. We lastrecommended investing in November, and since then the company's share price has gone up 40% vs. 7% for the S&P 500. N

VYNT: Cancer Gene Company is engaged in the development, commercialization and sales of molecular and biomarker based testing and services.Internal purchase: 20/5, 4000 shares of the first innovation officer, with a price of USD 3.35. 24/5, 26/5 Chief Executive Officer 14500 shares, 21/5-24/5 Directors 30300 shares. Only insiders beat the market.$Vyant Bio, Inc.(VYNT)$

This is not worth even $45. No real earnings, dilution everyday as Fidelity, TROW waste your 401K money. SnakeOilman sells a lot like Bill Gates.                                                                                     $45CRM is a hype like Siebel CRM. But Oracle at right price.$Salesforce.com(CRM)$

$Alibaba(BABA)$$Pinduoduo Inc.(PDD)$$JD.com(JD)$$Baidu(BIDU)$$Tencent Holding Ltd.(TCEHY)$Baba grossly undervalued for such a well diversified, dynamic and cash rich company. Reason for the the share price not moving much recently is because of substantial shareholders like SoftBank having to sell a big chunk of Baba shares; because of their other troubled investments in many tech startups! Smart money are accumulating in the meanwhile. The move up may come sooner than you think.PDD Coming result shouts see significant contributions from Temu which was launched the US during the l

Gelsinger & the CFO better put on a good spin on Nov. 30 to analysts. Pat has been a big disappointment so far. His whole business model is on Foundry & he doesn't even have a guy in place today to lead this effort?!? Thats inexcusable. The current guy left this week - probably got fired. C'mon Pat - you need to execute better.$Intel(INTC)$

This company does not worth that much!                                                                                                                             SHOP has never be

$Microsoft(MSFT)$ Sell vol decreasing and VIX is falling. Not sure what you need more ... reversal in progress with MACD flipping over soon. Tomorrow we should see 5 day EMA cross over 13 day triggering a buy signal. Avoiding the noise. Looking at the better side as more companies adopt ChatGPT, msft is gonna get profit share from OpenAI 49% stake. March 17th is the MSFT event.

No one is taking over this company. Fact is its a rediculous multiple for this market. They have cash and will continue to buy back shares and manipulate the price. I bet they buy twice the puts for each share they buy. One thing I havent dug into because its not worth the time, is if its true that their expansion into other countries is in fact a seperate subsidery and not benefitting shareholderrs. I read somewhere its seperate and was just the additional red flag to me that I needed to dump back at $7. Fact is this is just a maniuplated stock that wont see any real growth aside from pump and dumps. These guys burn cash and I wouldnt be surprised if that cash burn went into the subsidery for its expansion that shareholders get nothing out of. Don't quote me but there are a lot of write u