$Advanced Micro Devices(AMD)$ Nobody, absolutely NOBODY uses garbage AMD for AI or ML. Cuda is king and always will be, and their GPUs have regressed too, they actually used to be somewhat competitive with nvidia in other use cases but not anymore. that's why nvidia has skyrocketed nonstop while this junk continues to see shrinking revenue and plummeting income for the past 3 years

$MicroStrategy(MSTR)$ so it looks as it’s going down even when BTC.X goes up and way down with BTC.X going down, opposite of the past month, I know it’s up greatly for the month and may have risen quicker than it should but I would think it would at least be green if BTC.X is green for the day.

$Apple(AAPL)$ Apple Intelligence stands out as a robust long-term investment for several compelling reasons. As the only player in the market that seamlessly integrates hardware and software, Apple possesses a unique advantage. This integration allows Apple to leverage proprietary data across its diverse ecosystem of devices and services, providing a solid foundation for developing and delivering low-cost, personalized AI services.Apple Intelligence represents a solid long-term investment. Its unique ability to integrate hardware and software, combined with its focus on user privacy and data security, positions Apple to lead in the burgeoning field of personalized AI services. As the market evolves, Apple's strategic adva

$JD.com(JD)$ Shorts were angry when JD was at $20, and they're still angry now at $40. Just wait until JD hits $60, and they’ll still be calling it garbage! I don't care if they sell cheap shares to JD’s buyback program—that’s only going to help us go sky high even faster! Keep holding strong. This stock is far from finished climbing!

$Tesla Motors(TSLA)$ Analysts expect INTC to report a loss of $0.20 per share, down 171.4% from earnings of $0.28 in the year-ago quarter. Its adjusted loss of $0.14 per share for the last quarter missed the consensus estimate by 27.3%. Higher costs from accelerated AI chip production and competitive pricing impacted Intel's quarterly performance, leading to a net loss. For fiscal 2024, analysts expect INTC to report a loss per share of $0.47, down 223.7% from EPS of $0.38 in fiscal 2023.

$X-trackers Harvest CSI 300 China A-Shares Fund(ASHR)$ ASHR is currently outperforming the market by an impressive 20%, showcasing strong momentum. However, the Chinese A-shares (CSI 300) would need to rally by 10% for two consecutive days just to catch up. This gap highlights the potential volatility and risk associated with ASHR in the short term. If the A-shares do not respond positively and quickly, we could see some profit-taking or corrective actions in ASHR. Investors should be cautious and monitor the market closely, as any unexpected developments could impact the short-term performance of ASHR, especially if the gap continues to widen.

$Alphabet(GOOG)$ It’s exciting to know that Google comes with exposure to great tertiary revenue streams, like Waymo which can become massive. Tesla’s robotaxi event could actually boost Google’s stock! LOLI think YouTube by itself would become a multi-trillion dollar company… and let’s not forget the cloud services division.Google is undervalued with that low 20s P/E and I see it reaching new highs this quarter

$Amazon.com(AMZN)$ I bought MUR at $9 and another batch at $11, and I’m currently up +145% overall. I took some profits and sold a portion of MUR to invest in GOOG and AMZN right before their stock splits, and both have performed well, up +45%. Additionally, I bought SPG during the COVID shutdown at $60, and I’m now seeing a remarkable gain of +165%.

$Palantir Technologies Inc.(PLTR)$ I am in this with a substantial holding for the long haul (10+ years). I have seen momentum up and momentum down, and I just don't worry about it. However, I especially appreciate their current strategy of short, multiple-day prototypes at little or no cost, in order to allow potential customers to see how quickly they can integrate Foundry or Gotham, and to see the potential value of going with the Palantir platform. When I was on the buy side of commercial software platforms, prototyping was my favorite way to evaluate a product.If there is any customer churn, I haven't seen it publicized. Has anyone heard if PLTR has lost any clients, and if so, why? At any rate, I am expecting reven

$GameStop(GME)$ You know why GameStop investors win in the end? Because they just keep coming! We aren’t going away! Fuck the hedge funds and the Jim Cramers of the world who keep telling us we are wrong! This isn’t a bankrupt company anymore! They need this to go down because they are all in too deep. And at some point it’s gonna catch up with them!

$Intel(INTC)$ Who is the 1 buyer of processors, PCs and everything? The US federal government. True, Intel is losing on graphics, and datacenter, and AI etc. but thre are still ecosystems in play. All it takes is a few companies like Dell and Microsoft to say that they will continue to support that ecosystem and it will work. Never underestimate the power of power. MobilEye was always going to win - you just have to look at what they are building and the plan. Yeah - money gpot expensive and killed everyone's plans. People don't realize just how important the supply chain is, especially when they can't see it. Intel is the US's processing company - they will get the contracts - even if they have to add more processors to

$Meta Platforms, Inc.(META)$ Neutral$META is anybody’s guess. I really have no clue what kind of reaction the market will have tomorrow after hours. There is *always* something to pick on in a quarterly report, if you really want an excuse to sell off. For a company the size and complexity of Meta, there are so many metrics and drivers to look at, there will be surely always be at least one that misses. On the other hand, if Microsoft recovers tomorrow, and AMD and NVDA hold strongly in positive territory, then sentiment will improve, and it will be harder for Zuck to screw it all up with Metaverse spending or whatever.

$Broadcom(AVGO)$ I wanted to address the misconception that AI development, particularly through Nvidia's advancements, has not yielded tangible benefits for companies. This is simply not true.Nvidia's AI technology has significantly improved efficiency and progress across various industries. For example, in manufacturing, AI-driven automation and predictive maintenance have streamlined production processes, reducing downtime and costs. In healthcare, AI-powered diagnostic tools have enhanced accuracy and speed, leading to better patient outcomes. Financial institutions are leveraging AI for fraud detection and risk management, saving millions annually.The impact of AI is evident in the substantial gains in productivity,

$Broadcom(AVGO)$ This helps explain the 1 billion dollar raise in guide from AVGO. AVGO AI numbers are dependent on how much capex their customer raise spend by. 3nm rate of deployment will be high. AVGO guide should be good for next quarter

$Coinbase Global, Inc.(COIN)$ While Coinbase's stock performance may show some promising signs, it's important to be cautious. Many investors feel like their money is more secure in traditional banks or direct crypto investments compared to holding assets in Coinbase. The platform's recent outages and regulatory challenges have raised concerns about its reliability and safety. As always, investors should thoroughly research and consider all risks before making investment decisions.

$Facebook(FB)$ “The Fed struck a positive tone, acknowledging that the economy is strong enough to stand on its own two feet and the central bank can begin removing the monetary stimulus that they’ve been providing since the beginning of the Covid crisis,” said Chris Zaccarelli, chief investment officer for Independent Advisor Alliance.“Although there may be some additional turbulence this fall, we are constructive on the US economy in general and believe that any dips would be worth buying as the fundamentals are still sound and recession appears to be more than a year away at this point,” he added.

$Clover Health Corp(CLOV)$ patience guys, algos will try to execute your SLs. Don’t put the SLs on the system

$Talkspace Inc.(TALK)$ algo short sellers are trying to manipulate the stock lower, accounting for about 60% of the volume yesterday...a seller of 750 shs at 5am pushed it still lower, but it doesn't make sense to me ...they have enough cash, the avg analyst price target is $10 implying 120% upside, lowest target is $7 implying 57% upside, and $12 is high target (165% upside). I'd note the stock IS a take-over candidate too. Why do I say that? R W Baird analyst made comments in July that he thought $Apple(AAPL)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Amazon.com(AMZN)$ may have interest...al

$UiPath(PATH)$ started a position today. This is a little risky but let's see how it plays out. I am so bullish on AI that I take a look at as much companies as possible. UiPath gapped tremendously down after earnings and I think this leads to a great opportunity. AI + war of talent + atomization is key here. The 2nd cause benefits for clients are tremendous as they unlock resources that are now wasted in finding desperately needed talent as well as taking out human error in many baseline tasks which leads to smoother operating companies. So working with UIPath leads to much more financial benefits then just the initial savings. I think UiPath could be an awesome takeover candidate for $Salesforce.com(CRM)$

$Snap Inc(SNAP)$ should be on your watch list here over the next few weeks as its consolidated that earnings gap up off another consolidation pattern and it starts to begin it's push up in to upcoming earnings.