$Advanced Micro Devices(AMD)$TXN reporting after close. There will be scrutiny of one of their smaller segments (data center applications) which should be growing robustly. Not sure why AMD waffling other than pre-earnings wait&see. Watching for close above 50 day MA &154.39.
$MicroStrategy(MSTR)$On March 13, BTC hit $73K and MSTR shares were in the $170's. BTC is now $67K and MSTR shares in the low $200's. There's your BTC yield at work. Might be smart to HODL MSTR thru the 2024/2025 bull run. Yes, it will be like a bucking bronco, but it will be fun! we had another paper doll sell a s* load of shares at 10:00 as BTC was crossing 67K. Genius! When this paper doll decides to get out, we'll have another day like Friday.
$Apple(AAPL)$New low 100. Nobody’s buying the new iPhone 16. ! With prices exceeding $1,200 plus tax, it's no surprise that many consumers are hesitant to make the purchase. In today's economic climate, where approximately 90% of Americans live paycheck to paycheck and many have maxed out their credit cards, spending that amount on a new phone feels unreasonable for most people.The high price point of the iPhone 16 may alienate a significant portion of potential buyers who are tightening their budgets. Furthermore, if this trend continues, it could indicate a longer-term decline in sales for Apple, especially if they don’t adjust their pricing strategy or offer more enticing features.In conclusion, given the current econ
$JD.com(JD)$I think I should have brought something else from China. JDI have a psychological issue with this market that conditions me, having entered 2022 and 2023 twice with considerable losses, and let's not even talk about the opportunity cost. At least before the dollar rose and deceived us.
$Intel(INTC)$The lesson since the last pandemic to be successful investing is to simply purchase the top capital producing companies in America such as Google, Meta, etc. These stocks have risen in some cases by 100%'s of percent. This supports my investment guidelines which I have published. Intel is a big company but fails to produce FCF and sales have fallen over 30%. New products are not leading products, they are price point products. Intel will not produce FCF for years. The AI cycle will hit a low - what will happen to Intel when that happens?
$X-trackers Harvest CSI 300 China A-Shares Fund(ASHR)$ASHR (mthly)(dly) - We'll look at the recent tightdivergence on the monthly by dropping to the daily to look for an entry option(s), anticipating a move up to complete the potential divergence printed at end of Aug.
$Alphabet(GOOG)$Google is yet another great company that is under seize from both the US and European Governments.Management has managed to diversify its business somewhat as YouTube and Cloud generate over 20 billion in quarterly revenue however search still reins as the dominant segment.Google continues to grow revenue at around 15% and Earnings at a greater level which is amazing for a 320 billion dollar revenue company.The balance sheet is pristine at plus 88 billion however the investment in AI is concerning.Moreover SBC continues to take a big chunk out of the 70 billion annual buybacks.Overall this is a tremendous company that will most probably continue to grow and its stock price will eventually follow
$Amazon.com(AMZN)$I like this because its clear sign of AMZN 's ability to navigate through periods of massive capital expenditures - like in 2021-2022, when they invested heavily in logistics and infrastructure. Now, with cloud computing and advertising driving profits, it's no surprise the FCF is projected to skyrocket.
$Palantir Technologies Inc.(PLTR)$Hello, the truth is: Palantir is an black swan !!!He is the only one, who can bring the KI to run, nobody can do such things like Palantir,that ist the truth and Karp is an genius.His only mistake is, he bought an little peace of Gold.And that's why you want Palantir to be sold,
$GameStop(GME)$Tin Foil hat time. Let’s assume that the only people that RC cares about more than the stock holders are the customers. Best way to give power to the players would be a GameStop gift card dividend. Could be in the form of an nft or token. All revenue would come back to GME as retail sales, boosting in store foot traffic, and profits. Any short interest that does not close there position would have to buy GME gift cards further boosting retail sales. Profits could go towards more dividends, and the infinite money glitch is triggered. I ain’t shit, but if I was, that’s what I would do.
$Intel(INTC)$Funny, but a lot of people are convinced all the bad news for INTC is in. Nothing but up from here. These same people call NVDA overvalued. One is currently growing earnings by 100%. The other has earnings of $5.37 in 2021, $1.85 in '22, $1.04 in '23 and a whole $.25 anticipated for this year. Which one is overvalued again? This is a classic value trap. INTC's mishandling of their position within the semi space has destined them to be a low margin foundry chip producer. They thought they didn't need GPUs when AMD bought ATI Tech. They were absolutely wrong. I'm not sure the mistake will be fatal, but they are just an old chip company at this point. NVDA, MU and AVGO are where the cutting edge chips are being
$SoFi Technologies Inc.(SOFI)$ If you listen to Noto closely... budgets for 25 are being made now and are deciding on the spend.... Now the trigger can be pulled in 4th Q.... as he stated! The tech platform will grow dramatically in 25 and that would change valuations on Sofi!
$Micron Technology(MU)$ If shorts haven't figured it out by now....Then God help them....I'll help .There's a huge whale at 85 and when the stock hits that price their system goes into buying mode.... Shorts won't admit it but they lost alot of shares yesterday in their FAILED BEAR RAID...Next week the buying frenzy begins.
$NIO Inc.(NIO)$Onvo just needs to add momentum to sales, 20k-25k a month is progress but I'd like to see a 30k month from here that would be massive. The factories are running double time and we have the exposure now, it's time to execute. I own over 20,000 shares around $11. I like the new partnerships on build out of infrastructure, that has been sapping capital for a long time. Europe still needs more battery and charging stations, hopefully cheaper onvo can be exported to europe. Firefly production starts next year and 3rd factory goes online second half of next year. Then it will get interesting
$SUPER MICRO COMPUTER INC(SMCI)$ How are my Shorty friends doing? I certainly appreciate the way you help me on stock like smci and even nvda $NVIDIA Corp(NVDA)$ . But both are going to the moon. You are way, way, way, way, wrong on these. Shorts are looking at a tree, or past history on other picks and thinking this is a good idea. I adamantly stated again and again how shorting smci is a big mistake. I posted when I bought and when it was going to start rising and that today was going to be a very painful day. I could have been wrong, but ai says shorting this was a very, very, very, very big mistake. I'm fairly sure that Hindenburg was a hit and run and is already out. But for those who follow the like
$NVIDIA Corp(NVDA)$If I get bear trapped, I either average down, if I really like the company, like Warren Buffett. And if you just keep adding to your position, eventually it keeps growing to a large amount. I've done this with IBM $IBM(IBM)$ through last year, a big slow blue chip oldie company, but I'm up 68% And I bought it when it was about 8% return on the dividend which is a nice one. If you play it that way it doesn't matter what price you buy it at, I would add shares here, if it goes down I would add more shares and then all of a sudden you see it goes up, and you'll be happy.
$GameStop(GME)$ If you want to get an idea for the future, look at cash and cash equivalents vs debt and liabilities, then look at the management team, then dip your toe into the public sentiment.I've done that with GameStop and I think it has a bright and rosy future.
$SINTX Technologies Inc(SINT)$ So this allows this co to apply for a patent.So whats the big spike for?? What kind of value does this really have in dollers???They dont say anything about potential revs or market size for this patent.I must have missed something.
$iShares 20+ Year Treasury Bond ETF(TLT)$ I’ve been on TLT since July. I’ve got leaps and some lotto tickets. If I had a lot of shares I’d write covered calls but I don’t have that kind of capital rn. If the QE lever gets pulled soon we will see this baby fly past 120.
$Microsoft(MSFT)$yep MSFT is ready for new leg up and new rally from now on. I agree Q3, Q4 all solid. TSLA $Tesla Motors(TSLA)$ the same , mega rally for TSLA. Both has AI capabilities Expect MSFT 500 eventually. Hold shares in mass. Shorties will lose big today and this week.