$Palantir Technologies Inc.(PLTR)$Palantir's after-hours decline can be attributed to Microsoft's $Microsoft(MSFT)$ earnings forecast, which wasn't as strong as anticipated. However, it's important to note that while Microsoft and Palantir are collaborating on AI initiatives, Microsoft does not own Palantir. Therefore, there’s no justified reason for Palantir to drop in response to Microsoft's performance. Similarly, today's decline was influenced by issues at SMCI $SUPER MICRO COMPUTER INC(SMCI)$ , specifically their accounting troubles and the resignation of their accounting firm, Ernst & Young . Despite these external factors, Pa
$Taiwan Semiconductor Manufacturing(TSM)$Think & imagine, Why there are no enterprises capable to manufacture the same level & standard of semiconductor as TSM ? Imagine why Nvidia deeply appreciated TSM prodcution to make hs brilliant success in chip design. Imagine would US still lbe eading China on high tech/AI without TSM ?US can't walk alone....
$Tesla Motors(TSLA)$Tesla earnings were fantastic. This company is going to be imo the largest most profitable company on earth in the next 5 years. Remember as these companies report and either hit or miss that Tesla is doing excellently. Jmho
$SUPER MICRO COMPUTER INC(SMCI)$ 🚀 Long-Term Hold 🚀•Elliott Wave setup: Wave 4 correction possibly complete at key support, targeting a powerful Wave 5 surge 📈•Major pivot around $457 🛠️•Long-term price target: $1,600+ 🌟•Strong support near $325-$330 for a solid entry.This is a long-term hold, aiming for the next big wave! 🟢 can easily double from here
$Micron Technology(MU)$ Micron (MU) is set for a promising 2025, driven by several positive factors. First, memory prices are expected to recover as demand for DRAM and NAND rebounds in sectors like data centers and AI. Second, the surge in AI and cloud computing will likely increase the need for high-performance memory, where Micron is well-positioned. Third, upcoming product launches, including advanced DRAM and NAND technologies, could boost market share. Additionally, ongoing improvements in manufacturing efficiency should enhance profitability. Lastly, Micron’s focus on the growing automotive and industrial IoT markets positions it for significant future growth.
$Rivian Automotive, Inc.(RIVN)$ This hit 8.26 this year, and then went all the way back up to $18+, so this can easly be back to over $15 with any positive news, like hitting their forecast Q4 postive GM, or a new van customer like UPS!
$Advanced Micro Devices(AMD)$ Lisa Su, CEO of Club name AMD, said Wednesday on Mad Money that there is so much demand right now for all of her company's chips, especially the AI ones. Su said she sees years and years of upgrades and more and more powerful chips needed.....Time to add more. Shorts will flip to longs positions or get crushed.Rocket Rodeo GIF
$NVIDIA Corp(NVDA)$ this will experience decline for few weeks as eu, uk, japanese and chinese investors especially institutions exit the us market due to usd weakening. they probably looking a year or two ahead. buyback wont manage this huge outflow. other investors will follow the flow from now. good luck to those still holding.
$Apple(AAPL)$ Expectations for AAPL were for AI features to be able to drive ~10%+ y/y growth in iPhone sales. If accurate, very early indications are that sales are down ~10%. As stated in Amara’s Law: "We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run." With Apple’s CY24 PE having expanded to 31x versus the S&P at 24x on AI expectations, it is hard to argue for valuation support at current levels. A crucial trait for successful investing is admitting when you are wrong and moving on. I think I am wrong in the short run but have a feeling that I will be back. In the long run, I believe consumers will want AI functionality available to them 24/7 and the smartphone is the one piece
$Qualcomm(QCOM)$$Applied Materials(AMAT)$ Very cheap. What’s happened in the past 3 months as this was soaring in June? I know some of it has been the apple is gonna drop them story but that’s been the story for years now and they’re still very dependent on qcom chips. I think there are a few really good companies that are extremely good value in the semi space but they are lagging behind several others on the rebound! Qcom, amat etc.
$Alphabet(GOOG)$ I'm amazed at the blindness of people and analysts. GOOG is down not b/c of losing the Search suit, not b/c GOOG risks getting broken up. GOOG is down b/c of the AD's trial. In both the DOJ Search and Ad's trials, the Gov't is NOT ALLOWED monetary damages when they win. All DOJ and State suits can do is "remedy" the monopoly. Expect a breakup sometime.. The thing that will take GOOG is not DOJ or state suits...it is the long cheated CUSTOMER lawsuits GOOG faces when they lose search monopoly and Ad's monopoly....the Ad's suit started today is far stronger case than Search on. Gannett and Yelp are so far the only cheated customer lawsuits...but in last 15 years the GOOG trillions of revenue and unheard of
$Palantir Technologies Inc.(PLTR)$ Allow me to review Palantir's price over the past 28 months. Despite all the naysayers, the price was $6.50 back in March/April of 2023. PLTR then surged to the $12 range with a good ER. More bashing but it continued upward to the $18 range based on more deals and then announce of AIP. Then Palantir began hosting Bootcamps which resulted in improved sales and the sales both domestically and internationally continued to climb as did the price into to $20. Oh, don't get me wrong there were a few setback along the way, but they were just speed bumps. Then PLTR surged into the upper $20s and there were fewer short sellers and more institutional buyers and even Cramer finally woke up and bec
$NIO Inc.(NIO)$JP Morgan analyst Nick Lai raised on Thursday the firm’s price target on Nio shares from $5.30 to $8. The analyst upgraded the rating from Neutral to Overweight as he expects “a sharp decline in cash burn and better operating cash flow” in the second half of the year.
$Taiwan Semiconductor Manufacturing(TSM)$Bullish Alert: TSMC Monthly Sales Report Drops September 10! TSMC is set to release its official monthly sales report for August on September 10. Given the company’s strong performance and revenue growth this year, this report could signal even more positive momentum ahead. Keep an eye out for what could be another exciting boost for TSM!Stay tuned to TSMC.
$PDD Holdings Inc(PDD)$PDD I already started adding shares at 89-90 level. I see a bear flag breakdown but I am ok to add shares slowly as I think it's a long term play. One downside is, it can be deadbeat like BABA and stay here forever or market can realize it's potential and take it back.
$Palantir Technologies Inc.(PLTR)$Long term holders have nothing to worry about. By the end of 2024, this stock will be substantially higher than the current 54 weak high of $33.12. For these long term investors, get ready to buy more if you've got extra cash for the next 8 weeks. However, the short term unfortunately doesn't look as promising. The fact is this stock price will not be immune to the general negative sentiment of the market. Even with the possible S&P 500 inclusion this month, any pops will be sold off. Bottom line, short term will reach $27 (and possibly $24). Long term we're rocketing to $35+ by end of 2024. Ultimately, use the strategy that works best for you.
$NIO Inc.(NIO)$You have to laugh when broken day traders try to scam that no profits means $0.00 shares, Amazon went $7 to $14,000 a share before they turned any profit, NIO is at 50% of Tesla without ONVO. NIO turned over a quarter billion in revs last week
$Micron Technology(MU)$ The stock has pulled back 33% since the July 2nd post. It’s currently sitting on support at a critical juncture that could determine a breakdown or a bullish reversal.Reclaiming the $99 to $100 area would be bullish, while losing the $94 area would be bearish.I’ll be watching this one closely and might be interested in taking a position around $90 and below.
$NIO Inc.(NIO)$if youre defending mr p and broke mind set aka money losing mitch. and all the other video makers who produce low quality click bait and bad financial advice. then you dont actually care about nio investors. personally. i think nio investors deserve higher quality analysis. but the bears and trolls on here get mad when i suggest retail either studies harder and ignores the low iq video makers that are exploiting viewers for ad revenue or set higher expectations.
$Marathon Digital Holdings Inc(MARA)$ I will be selling covered calls on MARA every green day from here on out. Small portion each day. Over this. Done. There's no point in just being long. Sell calls to the gamblers and you may still make money when it rug pulls