$Reddit(RDDT)$ It's hard to understand how the stock is trading above $100 when it has only made a profit of $25 million for the first time ever. The stock surged over $30, which translates to a market cap of around $5 billion. This situation feels absurd and ridiculous, highlighting the disconnect between the stock price and the actual earnings. Such a rally seems overly inflated, especially given the relatively modest profit figure.

$Taiwan Semiconductor Manufacturing(TSM)$ NVDA $NVIDIA Corp(NVDA)$ will have peaks and valleys. It is the new darling right now, but their projections to continue at their current growth rate is unsustainable. most of their products are bought by a few major players, and soon, they will be realize that the capital expenditure is excessive and will quickly hit a wall.TSMC is nothing like NVDA. To even compare them shows extremely weird logic.TSMC makes chips for hundreds if not thousands of companies. NVDA is just one of many of TSMC's customers. NVDA gets pricing advantage and quicker delivery of chips, but they don't get any technological exclusivity.

$Tesla Motors(TSLA)$ the problem is bigger than that. Whether i seek to be a bull or bear is immaterial. Elon made the decision for all of us by going so political. I actually agree with most of what he is doing for the campaign, America First. But the sacrificial lamb is Tesla. 50% of citizens (D's) won't ever buy a Tesla going forward. 40% (rural R's) rely upon ICE. Tesla's market is gone.

$Portage Biotech Inc.(PRTG)$ $Odyssey Marine Exploration(OMEX)$ $Vivos Therapeutics(VVOS)$ It was an extremely complicated day for me. The plays were there but I had to fight for them all the time. VVOS all day with the correct bias but always entering when the stock was running out of gas, PRTG not being able to be there during the big rise (I wanted to go long from $15, I lose it on the way down and I don't know how to go short when it goes below VWAP. OMEX was the only one that respected me a little because it didn't fall as fast as the others. I'm glad to see that more opportunities are coming up but I haven't been able to take full advantage of them. I would

$Marathon Digital Holdings Inc(MARA)$ MicroStrategy announces third debt offering of 2024, plans to raise $700M. The proceeds will be used to pay off $500 million in existing debt and to purchase more Bitcoin. MicroStrategy currently holds 244,800 BTC. I get the feeling that Michael Sailor is betting the farm on a bitcoin breakout. I'm thinking that if things go south, he's in big trouble.MARA mines their own bitcoin.

$Marathon Digital Holdings Inc(MARA)$ you’ll be able to tell when the breakout is the real deal on btc cos miners will front run. Knew the 58300 was needing to come back as Mara didn’t follow. They will always show strength on the underlying asset

$Oracle(ORCL)$ Basically if you understand technology at all and it's journey and the value of ORCL in this journey you will NOT be making bearish comments here. partnerships with Microsoft, Google, Palantir now AWS says a lot.. the more partnerships the more sticky Orcl gets and believe me it's not a piece of cake to change multimillion dollar technology investments..I bought PLTR 3 yrs ago and average down to $10 / share..look it now.. if I listened to fools here I would be kicking myself..do your own due diligence, simple and clear.Adios amigos

$Broadcom(AVGO)$ Broadcom is one of the equipment makers best positioned to be winners in the AI game. Since the technology has vast potential, to put it mildly, I wouldn't be concerned about the stock's still relatively high valuation. I agree with Vinh that it has far more room to run, and think his ambitious price target might even be too modest.

$Alphabet(GOOG)$ does this company even care about it's obligation to shareholders? it's just allowing itself to be at the mercy of the news. they are not making any shareholder moves. let's start with cutting 10,000 jobs. the company is bloated. everyone works from home still like it's the pan-demic. CEO lacks innovation or value. He is simply riding the success of the ad business.

$Advanced Micro Devices(AMD)$ You call 40 million a guidance miss. 14 billion vs. 14.04 billion is essentially the same. No company can be that exact three months in the future. People will wake up tomorrow. and their loss will be minimal, if at all. AMD will rebound as well unless thejobs numbers are terrible.

$Taiwan Semiconductor Manufacturing(TSM)$ As I said this bounces between 155 and 180 without going anywhere. Next time 180 I sell.

$Amazon.com(AMZN)$ frankly I don't read anything here because it usually makes no sense. Amazon is used by everyone. so it will just go up. there you are.

$Intuitive Machines(LUNR)$ well if this thing can't really go up or stay up with a big contract when like that that tells you that there's a lot of downward force on this share price. they need a successful launch, or another unexpected contract wins. clearly the CEO was anticipating winning these next two contracts and got his timing off a little bit but anytime you sell 1.2 million shares that's going to put some down pressure on the stock price

$Alphabet(GOOG)$ I have changed my mind. Google is much better than Meta, Baidu and Bing.

$Taiwan Semiconductor Manufacturing(TSM)$ TSM market cap is $760 billion and has a forward PE of 25. It is a very reasonable price for the best chip manufacturer in the world. Even if it doubles from here, the market cap will only be $1.5 trillion.

$Dell Technologies Inc.(DELL)$ All $SUPER MICRO COMPUTER INC(SMCI)$ SMCI holders shifting into DELL tomorrow 😭😭😭😭. The game has changed!! NEW KING 👑 DELL!! Know this.

$Tesla Motors(TSLA)$ Core PCE is expected to have increased so tomorrow will be a red day for the market. End of month, long weekend...I totally agree under $200 for sure. Max pain moved down from $210.00 - $207.50 to $202.50 - $200.00 from open to close.

$Coinbase Global, Inc.(COIN)$ I held my position from yesterday. coin looks like it will move the market one way or the other. probably a lot of sideways. i would like to see it get above and hold 204.

$CrowdStrike Holdings, Inc.(CRWD)$ down $20 off after hour highs Tiimmmbeeeeeerrrrrsee u back at 220 soon

$Micron Technology(MU)$ Micron is expecting margins to increase from 28% q3 to 35% q4. HBM is higher margin, what are the margins just for HBM? Anyone?