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$Coinbase Global, Inc.(COIN)$ I am seeing everywhere that Coinbase revenue will actually drop from the previous quarter due to the low transaction volume for the Q3 quarter. If they know the approximate Q3 transaction volume, is it safe to say that the stock will drop after earnings based on financials? (Unless they kill earnings call and release some good news). Thoughts?? Not sure what to think now, but news regarding the company's earnings release seems bearish, but media is normally all BS.
$Intel(INTC)$ I'm not sure why we would expect a great earnings report now, maybe a year from today. What we can hope for is some good guidance and update on progress with new chips and foundry. I'm afraid people are expecting big sales numbers which is doubtful. Set appropriate expectations.
$Grab Holdings(GRAB)$ I wish I had grabbed GRAB earlier before it hit multi-year highs. If I’m going to be putting money into a stock that is trading at its recent peak I think I’m probably going to stick with HITI. Maybe I’ll get lucky and GRAB will have a big dip in then near future.
$Trump Media & Technology(DJT)$ I thought the price would go up because at the end of the day the stock market is about supply and demand. When the demand for shares exceeds the supply of shares available to be had, the price goes up. Fundamentals and valuation are most important over the long term. In the near term that is not always the case. DJT shares are at $31 ,a nice 100%+ gainer on Sept. 17.
$Broadcom(AVGO)$ I exited at AVGO due to AVGO (BROADCOM) rising from $147 to $180. Analysts also predicted around $180. This company, which is claimed to be 99% of the internet infrastructure, can push the $1 trillion market target. But I think it is at expensive levels.
$Amazon.com(AMZN)$ I was very fortunate to be able to double down on AMZN a couple of years ago at $85. It seems magnetically attached to the $185 price area for now, however,I have a high conviction in its ability to grow and prosper in the future.
$Trump Media & Technology(DJT)$ DJT not wanting to do redemption on the warrants as it would lose out on cash.That said the SEPA deal is for around 31 dollars a share.I'm long on the Common at 13.58 on my latest trade and I completely agree the Warrants are too richly valued considering everything.
$Coinbase Global, Inc.(COIN)$ Miners: ONLY players in the Bitcoin ecosystem that can create new Bitcoin + securitize the netowork, therefore serve as the leading indicators of BTC price and the best low-cost operating miners mine BTC cheaper than anyone elseCoinbase: +80% of TradFi custody of Bitcoin is only possible through Coinbase. I do think that it's not prudent risk mgmt that TradFi bears so much CP risk on 1 custodian, but they ARE a publicly regulated entity so they’ve gone through all the regulatory hoops to comply with SEC
$Direxion Daily FTSE China Bull 3X Shares(YINN)$ Yikes, that Hang Seng rug pull was fun. for fading it with the Aussie dollar short. Not me, I’ve got my margin of safety. Buying all dips, especially 5-10% pullbacks. 20% giveback on 150% run up in the YINN. Fine math.
$PDD Holdings Inc(PDD)$ On the daily chart, the wave it just printed, could POSSIBLY be Wave B, which would Bring Wave C all the way down to under $80, meaning it is still in an ABC correction if this holds to be true.This is what my AI indicator is saying, which it could be recalibrated into a different wave count if things hold and new high is broken. Be CAUTIOUS because my indicator is more right than it is wrong. PTs get hit more often then they don't.With it being a china bull run that just started, I will have to keep an eye on this.This would be the most shocking to most investors in PDD which would without a doubt shake weak hands out of the name. So the probability of this happening is high.
$NIO Inc.(NIO)$ When the tide turns, you better accept and move on with the tide. Going against the tide will only hurt yourself! There was a bearish time when they were having all sorts of logistical issues and deliveries had dropped, but now the tide has turned. Don't hurt yourselves shorts, accept the change and cover asap before you lose it all.
$Meta Platforms, Inc.(META)$ Meta valuation looks attractive compared to other Mag 7 apart from Google and has a higher expected EPS CAGR than Google and Apple. Apart from Llama and AI for its core products, the YoY and QoQ growth of DAP is impressive, and its average price per ad is accelerating for the last 3 quarters. However, there were signs that the ad impressions growth is slowing, and it seems Q3's ad impressions will slow even further. The average price per ad could also slow down in Q3 per the management guidance. I remain bullish on Meta, but its upside might be limited
$Apple(AAPL)$ Let's look at AAPL, which is currently ~$227/share. If you bought 100 shares, you'd spent $22,700. If it runs up to $240 a share, you made $1300 in profit. Your max loss is also $22,700 for this trade.If you buy four Jan 2026 $195 strike calls, you'd have a smaller max loss of $20,200 and would make anywhere from ~$4300 to $1500 if it hit $240 a share in the next 200 days. Your payout at a $240 target starts getting worse than the shares after about 220 days, until the calls eventually expire worthless after Jan 16 2026.
$Micron Technology(MU)$ Last week, three separate analysts from UBS, Susquehanna, and Citigroup each wrote that the current "pause" in DRAM pricing growth was likely temporary. Then on Monday, analysts at JPMorgan Chase noted Micron could go as high as $200 per share, or more than double its current price, if the current up-cycle mirrors the strong 2017-2018 memory boom. Back then, DRAM prices exploded as the cloud computing buildout added a new layer of demand following a 2016 downcycle -- not dissimilar to what HBM and AI are doing now.
$Sea Ltd(SE)$ SE is making waves in Southeast Asia's e-commerce sector. As the region's largest platform, Shopee leads in both gross merchandise value and transactions. With positive signals from MACD and TTM indicators, we might see a push toward $100
$Broadcom(AVGO)$ In my view, Broadcom’s AI play is still not widely appreciated because it doesn’t make GPUs and it doesn’t make LLM software.. But without networks for AI, there is no AI.Broadcom is extremely well-positioned for this era, not because it is chasing the gen AI curve, but because it has a vision for a connect-centric world which happens to perfectly set it up for AI everywhere.I’m only long two stocks, AVGO and UBER. I have a strong conviction on AVGO in the coming 4-7 quarters, being long with around 2,500 shares (=which is my largest position). Hopefully, it will do the work haha!
$NIO Inc.(NIO)$ You would have to be a stooge counting on charts not to realize NIO is the most advanced and respected EV operation in the world ready to lower the boom on Tesla and only trading at 1 X Sales. The upside here is a once in a lifetime opportunity.
$Direxion Daily FTSE China Bull 3X Shares(YINN)$ HK50 and China's futures markets are showing an upward trend of more than 2%. Additionally, the futures index of Korea, which has a large trade volume with China, is also rising significantly. According to breaking news, the President of the People's Bank of China announced that it would cut interest rates by 0.5% point and provide 1 trillion yuan of liquidity.
$NVIDIA Corp(NVDA)$ NVDA, between the many, has accelerated the chips lifecycle, customers want both higher performance and more cost efficiency, that’s what Nvidia delivers, the competitors are years behind. For the final consumers, yes, I guess we have to wait, an S-curve, yes, because it takes time to get confident with a new technology, but new generations have many quick learners. I think we’ll see AI assistants for many use cases, Amazon is significantly trying to improve Alexa. It’s a new technological wave, and LLM will make it more accessible and much more user friendly.
$Palantir Technologies Inc.(PLTR)$ A consensus of 15 Wall Street analysts at TipRanks also shares the cautious outlook. According to the experts, PLTR is likely to plunge and trade at an average price of $27.08 in the next 12 months, representing a 27% drop from the current valuation.On top of this, Harris is ahead in the polls. They are warning that this will crash the markets.

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