$Advanced Micro Devices(AMD)$So many flacks here trying to drive the stock down. Always happens before it goes up, shaking out weak hands has a lot of profit to be taken afterwards. Wonder how much they get paid to do this, because obviously they can't trade..
$MicroStrategy(MSTR)$MSTR is not BTC. It is a stock based on a company that owns a lot of BTC. Over time it should move in the same direction as BTC. But there are a myriad of reasons why on any given day they may not move together. Without explaining all of them, it moved in very disproportional fashion relative to BTC on Friday. Therefore we got a correction. Moral of the story, stop trying to day trade unless you have deep pockets, are betting chump change or enjoy the volatility. Go long on a once in a generation stock.
$Apple(AAPL)$Doubting the iPhone 16's readiness for AI is not just a critique of the latest device; it’s a challenge to Apple's entire culture of excellence and innovation. Apple has a long history of pushing boundaries, and its focus on integrating AI into its products is expected to be no different. The notion that a single product could undermine the entire ecosystem and reputation of a company like Apple overlooks the vast array of services and software that Apple continues to enhance.a downgrade based on the iPhone 16's readiness for AI is an oversimplification of Apple's strategic vision and an underestimation of its capacity for continuous innovation. The combination of a strong service revenue stream and a commit
$JD.com(JD)$Still holding JD here. I hope most of you took some wins along the way, but didn’t dump your entire position. We're still up over 60% with JD, and our strategies have us holding our position for now. There's plenty of potential ahead, and selling out completely would be premature in my opinion. Let's stay patient and see how things unfold.
$Intel(INTC)$I was lucky enough to sell my 942 shares oct 9 at $32.2358 for a small gain of $144 after being in the red the day before a $772. then watched it fall back down to $23.32...go figure, but I will be looking for another entry point.
$X-trackers Harvest CSI 300 China A-Shares Fund(ASHR)$I was bullish, and the return of consumer confidence is much faster than I imaginedWeChat Pay volumes +20% for golden week is massive considering retails sales growth were nearer zero pre-stimulus ,bull
$Alphabet(GOOG)$GOOG had some pretty intriguing action. The stock took a nice jump, and it looks like the big players are making some calculated moves in the options market. This kind of trading can often hint at something more significant on the horizon. What’s everyone thinking? Are we on the verge of a notable shift for GOOG, or is this just a typical day in the market?
$Amazon.com(AMZN)$Amazon ( AMZN ) has not seen a sharp drop in subscribers since it introduced ads to its Prime Video platform eight months agoIt had deliberately started with very light ad-load. Amazon plan to ramp up the ad-load in 2025, per Kelly Day, vice president of Prime Video International.Also, Amazon will introduce interactive and shoppable ad formats enabling viewers to add an item to their cart without leaving movie. In Q2 2024, revenue from Ads was $12.8B i.e ~$50B run rate business which will grow further once the above mentioned improvements are done.Exciting times ahead !!
$Palantir Technologies Inc.(PLTR)$based on Peter Thiel's history, holding on to a stock he sells out of early could be very lucrative. Back in August of 2004 he was the first outside investor in Facbook. He invested $500,000 for a 10.2% stake that valued the company at $4.9 billion. He sold most of that investment in 2012 when Facebook went public and received slightly more than $1 billion for his shares. If he held onto that original investment it would be worth multiple of billions more, maybe PLTR will do the same. He left an enormous fortune on the table but its not easy to feel sorry for him, he's still worth around $10 billion.
$GameStop(GME)$compare gamestop to EA... EA has a P/E of 33.. if we gave gamestop the same multiple our market cap should be around 12-14billion(expected EPS with cash interest is 250-350million not factoring in console cycle..) plus they should value our cash at 2-4X.(it's not easy to raise that Kind of cash and be debtfree!!!) This doesn't even factor in psa business... or other channels we add on.. that would put our market cap at 22-36billion... lol not financial advice!!
$Intel(INTC)$Intels current production technology is Intel 3 and that is 1 year behind TSMC. TSMC makes more 3nm wafers for Intel than Intel makes for Intel.in 2025, 70% of Intels silicon below 7nm comes from TSMC.Intel DC GPUs are <1% Market share. They are not number 3 in market shareLunar Lake and potentially Arrow Lake will be good parts. competitive with Apple and AMD. they are made by TSMCSomeday Intel might be a leader. Maybe 2026.Intel is competitive now.... not a leader
$Alphabet(GOOG)$a company this big wiping out billions in market cap is concerning. it's also concerning that it is dropping harder than a small cap company these few weeks. what does the CEO exactly bring at this company? just shows up to the earnings calls?
$Alphabet(GOOG)$a company this big wiping out billions in market cap is concerning. it's also concerning that it is dropping harder than a small cap company these few weeks. what does the CEO exactly bring at this company? just shows up to the earnings calls?
$Coinbase Global, Inc.(COIN)$I am already down 30%. I’m just going to hold as that’s way too much for me to just eat. I’m confident it will bounce back; just might take a couple months.
$SUPER MICRO COMPUTER INC(SMCI)$ I think some of the fear is competition...competition is good. I suspect Dell, HPE and others will roll out more competitors to their existing line, but without a customer base and track record, it'll be harder to truly disrupt on the emerging lines like Blackwell. It's like panicking over the Japanese competing on memory chips, and Intel just saying,'meh, you can have em, we're going upstream.'
$AST SpaceMobile, Inc.(ASTS)$ Why is there so much talk about shorts? I bought in around $20.ish, and against $31.ish. Who cares. Let it buck. To the moon we go
$UiPath(PATH)$ Some times I think Cathy woods throws darts at a chart and picks stocks where the darts land. She is either crazy, a cult leader, or just a total contrarian, honestly I don't know, but the fact that people trust her judgement with that much money is baffling to me.
$Taiwan Semiconductor Manufacturing(TSM)$Either AI is the future and there’s still a lot to look forward to or it’s not. I happen to think it is and I’m just gonna go with that.
$ulta beauty(ULTA)$ Actually their balance sheet looks good. The $2 Billion in debt is comprised mostly of non current operating leases, about $1.6 Billion. They actually still have $1 Billion available for buybacks. Currently IMHO they have good support at about $330.