$Advanced Micro Devices(AMD)$ Fact: PEG ratio for NVDA is 1.11X vs. AMD 0.41X. (PEG is forward P/E divided by growth rate). AMD will converge into next year (read AMD better value). A $30 up move by AMD after earnings next week would not surprise me. Personally, I think Blackwell could be NVDA’s black hole in 2025. Isn’t competition great?

$MicroStrategy(MSTR)$ Long term holder, not a trader, although I've sold some covered calls that expired.MSTR had gotten a bit ahead of itself, had a HUGE runup so a pullback was not surprising. But it remains a leveraged bet on Bitcoin, and if you believe that Bitcoin is in a secular bullmarket as I do, it remains a great longterm holding. IMO the big gains will go to those who bought early and hold it long term.GLTA

$Apple(AAPL)$ Liam - just like last Friday, any major holder, like Berkshire, simply needs to wash sell a measly 5% of their position all session long via algos to keep AAPL locked in any tight trading range they want. There is no oversight. But this routine Friday manipulation by major holders for their weekly option revenue, is the price we pay for our long term gain.

$JD.com(JD)$ This stock is going to hold between 39 and 47 for the next quarter. It will resume smaller increases in 2025. I wrote covered call contracts on all my shares. I cant do anything with my stock until January. My plan is to bring in 4 thousand dollars by writing calls 3x per year. Its the way to play JD as it remains undervalued due to the atypical market conditions. But there are no major risks involved because JD fundamentals will remain strong out to 2027, and possibly beyond.

$Intel(INTC)$ INTC is trying to make progress on 7 nm chips this year, and has other advanced programs to push size down with better lithography, more AI, and new FABs. It will take some time, but they are trying to catch TSMC. Currently, the market does not think they will do it, but AMD's chips are not as hot as previously thought and INTC still has advantages over TSMC in design and other areas. I would not count INTC out and this could be a great entry price for a long term hold. There are some vultures trying to buy INTC, which can help the PPS, but I doubt any part is for sale right now.Any buy should be pretty safe now, as I look for INTC to close the upside gap at $29 in due course. Everyone needs to do their own

$X-trackers Harvest CSI 300 China A-Shares Fund(ASHR)$ On the news that the China Finance Ministry has scheduled a press briefing, both the Chinese ASHR and H-share markets are bracing for the potential announcement of stimulus measures. This has created a sense of optimism among investors, as any indication of financial support from the government could significantly bolster market confidence and drive stock prices higher. With the ongoing challenges in the Chinese economy, such announcements could be crucial for sustaining growth and encouraging consumer spending.

$Alphabet(GOOG)$ GOOG does seem to have decent earnings growth and a low PE relative to many companies in this segment. Hard to believe that it won’t be competitive in AI with the resources, good ad revenue and it’s fine with me if it grows at a reasonable pace.

$Amazon.com(AMZN)$ Price closed below the 50MA (181.96) signaling further weakness ahead. Unless price can reclaim that 50MA I would remain bearish down to that level. Two trade ideas:Sell 11OCT 185/190C for 1.25. Close if price closes above $185 on the daily. This is about a 200% ROR.Buy 11OCT 180/190P for 6.26. Close if price closes above $185 on the daily. This is about a 260% ROR.Caveat if price just rips after NFP, then obviously don't open these. These premiums are as of the Thursday close so you can aim for better entries depending on where price opens. Will update when I get in.

$Palantir Technologies Inc.(PLTR)$ I am looking at PLTR as a hedge to other software and database companies that I own. For example, once a company goes with PLTR who can they switch too - no one that I know of. They are also very profitable and could ramp to 1B in earnings fairly quickly. What would that put their EV at - not sure but look at NOW if you want to see an overvalued software company based on your logic. This is a shot on a the true pure play AI software company and to see if it can disrupt the big software players. You don’t have to bet much to keep your risk small.

$GameStop(GME)$ I still think they should buy XPERi something I recommended over 1.5 months ago. Gamestop has the locations to sell their streaming boxes with a ton of add-ons and the gaming crowd easy to pull into streaming all the latest titles and upgrades. it would be a powerful move and would do well to help GME diversify out of brick and mortar retail. XPERI is priced right, plus there can be huge selling points for exclusive content, merch, rewards, brands, ads and etc and would put them in automotive sector as well. plenty of revenue generation already by XPERI and think their revenues will double next 3 years. I see it a 2 billion transaction that would blow up GME stock. For disclosure, I recommended this almost

$Micron Technology(MU)$ Micron Technology (MU) stock is currently considered a strong buy by analysts, with an average 12-month price target of $149.2, representing a potential increase of over 64% from its current price of around $90. The highest price target is set at $225, reflecting significant confidence in the stock’s potential for growth in 2024. This optimism is supported by projections of strong revenue growth, with estimates suggesting an increase from $25.82 billion in 2024 to $39.70 billion in 2025, alongside a projected EPS growth from $1.26 to $9.71 over the same period. Several firms, including Bank of America and Cantor Fitzgerald, have recently raised their price targets, highlighting Micron’s potential as

$SUPER MICRO COMPUTER INC(SMCI)$ What we have are a few desperate shorts with multiple aliases trying to scare you into thinking SMCI is going down. They are NOT. The bad news is already baked into the stock after falling into the $400’s. Just this much good news on accounting issues will clear the air, the shorts (again) will be forced to cover and the squeeze is on….Im all in….

$Micron Technology(MU)$ if you look at the PE it's so low that they don't bother to show it....what does that mean? It means the stock price is so bottom as compared to its enterprise Revenue and Earning....it's macro Economic 101........it got nowhere to go but up....!Just buy and hold for a long time...and ignore the noise.

$Advanced Micro Devices(AMD)$ AMD's one-year forward Price-to-Earnings Growth ("PEG") Ratio is 0.41 (Fiscal 2025 forward P/E of 24.83 divided by EPS growth rate of 60.04). Some investors consider a PEG ratio of one fairly valued.So, investors may undervalue AMD's projected earnings growth rate in 2025. If the stock sells at a fair valuation PEG ratio of 1.0, it would be $324.82, up 104% from its the current price of $159

$Intel(INTC)$ its humbling how unconfident people are on this platform when entering a trade. this is holding its channel better than most stocks all week. gotta remember that this was trading at 18.50 just last week. we are climbing out of an insanely damaged stock price. positive on this week too. yall gotta chill out, zoom out on the chart, and just be patient.

$Microsoft(MSFT)$ crazy market ..so hard to understand...drops on a rate cut..companies hitting their numbers but not blowout earnings so they drop....msft being pumped in every article you read as price wanders all over the place and drops...the only thing that i know is msft is in a good place where tech & AI is concerned ...time to buy and hold and when the gaming is finally over and the smoke clears and reality sets in ...this stock is heading higher...much higher!

$Advanced Micro Devices(AMD)$ Below is Validea's guru fundamental report for ADVANCED MICRO DEVICES, INC. (AMD). Of the 22 guru strategies we follow, AMD rates highest using our growth investor model based on the published strategy. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.$261 by EOY

$ARM Holdings Ltd(ARM)$ This company has adjusted scam fake earnings. Most of their supposed profits are stock compensation. So, when this stock crashes, their earnings are going to dump with it. Nice stock dilution scam30 - 40% of their margins are stock compensation. LOL, this stock market is such a scam. Golden age of fraud

$Adobe(ADBE)$ I think we can get to $538 without too much trouble. Then, if that holds, maybe another $10+ tonight. This is a great company, and the earnings were not bad, contrary to headlines. Neither was the guidance bad. And they are incorporating ai which will make their offerings much more interesting.

$NIO Inc.(NIO)$ This temporary pullback was no surprise. The 14 day RSI indicator has been showing NIO in an overbought condition the last several days due to NIO's rapid SP increase. That's no longer the case and NIO's SP will be heading higher soon.