$Taiwan Semiconductor Manufacturing(TSM)$ A lot of yall are going to set money on fire hoping TSM moons. I’m not wishing anyone anything but wins here, but I held TSM shares for years. They’re extremely well established and they’ve already been producing these chips for years. Look at their income statements for last year and how their net margins have been trending…TSM is not a growth stock. It’s extremely well established and stable and you rarely see drastic price actions. Sure a 39% price move in a couple of months is possible, because anything is possible. I think it’s perfectly fine to be bullish on TSM.

$SUPER MICRO COMPUTER INC(SMCI)$ Glad I bought 8 times at bargain yesterday. I am fully prepared and equipped to purchase any dips and hold them for years. Split soon. With strong earnings, SMCI will double from current price in one yr.Self-serving manipulator Hindenburg will be brought to Justice.

$Palantir Technologies Inc.(PLTR)$ May hurt to hear, but it is currently way over valued. Unless they propose a product differently than the current one, they don't deserve the value. But the stocks may increase, people can't judge them well, fooled with marketing.

$Amazon.com(AMZN)$ A great day for the techs coming up after Micron earnings yesterday. I have confidence that Amazon will move up towards 240 in about 6 months time, but the fact that S&P index hasn’t gone up 20% in two consecutive years like it is now (other than once during dot com, I read) makes me nervous. I will be looking to take half off the table for now, but will still be left with a significant Amazon position. Elsewhere, I am also bullish on SMCI $SUPER MICRO COMPUTER INC(SMCI)$ (purchased just above 400 after the Hindenburg report) but will take half off of it as well. Something or other always comes up and takes down S&P from its all time highs and who knows

$Palantir Technologies Inc.(PLTR)$ Do you think insiders file 10b51 plans because they think the price has topped out and all of a sudden realize it’s time to dump, OR do they file because they see accelerating growth and need to disclose their intent to incrementally sell as the price hits new highs? I think the latter. In fact, Thiel’s latest plan goes through 2025… I wonder if he’s positioning for a slew of blowout earnings…

$Microsoft(MSFT)$ 10% annual increase is around the norm for MicrosoftGone from $0.51 -> $0.56 -> $0.62 -> $0.68 -> $0.75Yield is ~0.7% with a reasonable payout ratio of ~25%Share buyback is ~2% of total total market capitalisation if my maths is correctOverall good news, expecting stock to trade higher

$Intel(INTC)$ Intel is done. As Jensen said.. general computing is going the way of the dinosaur. and everyone is 3 or 4 generations behind TSMC $Taiwan Semiconductor Manufacturing(TSM)$ .I'm surprised DOJ hasn't bothered to hit them with anti-trust. Fuckers have nothing else better to do.

$Broadcom(AVGO)$ This stock is still very undervalued, we are just getting started here, solid company with amazing growth:Profit margin - 24%cash in bank - 11 billionForward pe - 29Number of institutions own this stock - 3377FY24 AI only revenue projection - 12 billionNo sell or hold rating and number of buy ratings from analysts - 30+ with price targets of 170 to 240Beat and raised guidance - last 10 plus qtrs

$SUPER MICRO COMPUTER INC(SMCI)$ I don't expect the price will go that fast since the boundary of share movement is still closing. However, it is a good sign when the share price close above 20 days MA. Besides, the 10 days MA will cross the 20 days MA soon which is a good sign.

$Advanced Micro Devices(AMD)$ If you like where it is on its chart and think as an individual company it will continue to succeed then by all means amd is a good play. To say it’s a better play than nvidia is silly, if you are investing based on the semi craze related to ai and are scared of nvidia $NVIDIA Corp(NVDA)$ there are other options and amd isn’t the way to go.They aren’t even competing in the same market at this point, amd will get there as a cheaper option long term but as it stands right now nvidia is an ai company that dabbles in consumer gpus and amd sells budget gpus to gamers and also dabbles in ai chips. Amd is probably a good play but if you want to invest in sem

$Nike(NKE)$ Nike isn't a great company anymore. Their target market are poor people and people who don't know Nike is hella mid now. All Nike does is re-release trash. On cloud, Hoka, and even some luxury brands are coming out with better lifestyle shoes. Even Asics and New balance are coming back with some nice kicks...

$Tesla Motors(TSLA)$ maybe retest 237? But the bottom is in! I covered shorts and bought some into longs! 🙂

I dumped on this stock on these message boards all the way from $300 to $72 or so. I bought my half position there. Then bought another half position at around $35. Then UPST's results turned negative. Everything about what I still think is a shady CEO sort of came true. While I love the idea of a low risk lending model where they make money just originating the loans. It is now obvious they are going to have to change that model a bit. But I kept holding even as it went to like $12 or $13. I can now say I'm in the green on this stock. Not sure how I feel about the long term prospects. I honestly think this stock trades on hope and despair. The real value is probably lower than here. But I plan on holding. Cause of the massive short position and the fact that the company isn't going to go

Carvana has close to $1B in cash plus $5.6B in funds like untapped realestate and creditline. They can declare a special dividend and in this case shorts have to pay the dividend to the guy whose shares got borrowed, so they usually just cover to avoid that. Carvana can easily declare a special dividend just to trigger a squeeze to $500 then start an offering there! Management has the balls to play a card like that, easily! $Carvana Co.(CVNA)$

Here’s something to think about! In 2014 NVIDIA was spending more on software engineering than it was on HW engineering! Adjusted for inflation they were spending nearly 10x what AMD spends on SW today. So you see, AMD can’t simply repurpose silicon to gain share as it did with DC CPU’s because it needs specialized tooling to make it a viable solution.What’s more worrisome for AMD and its investors is that the DC share they gained (a tiny amount) won’t last or they’ll be spending most of their time trying to defend it. Intel is going after their margins!So never mind that GPU’s are NOT the future of AI and that AMD has inferior software and developer tools (a decade behind) but AMD won’t even have the income to support such an effort. Moreover Intel is coming for dGPU’s. All of that will c

Hit 10B valuation - as an 14$ buyer that the point when I'm comfortable about the turn around to mega-cup profitable company. suddenly the debt start looking nothing more than a little mosquito and profitability becomes a meter of time , staying long for deep value. and ofc those bots shorts just donating money non-stop makes it x10 more attractive causing gamma squeeze and short squeeze every week now. $Carvana Co.(CVNA)$

Investors are becoming no sense. Euro Dolar is moving 1% a day with ups and downs of 0.25% in a mater of minutes. This shows how markets are not at all stabilized and waiting for any small small news. Level of volatility shows how stupid markets are becoming and how dangerous this could be for the investors. Coinbase is in great position but impacted by news no nasdaq, news on btc, news on other criptos, news on itself...People are just too much in short term...Staying long in coin at least until 84-85 $Coinbase Global, Inc.(COIN)$

IF managment can find a way to reduce the cost, especially the marketing and related cost, ZH has to potential to go to the moon. Realistically: user growth can translate into more revenue, and with moderate cost reductions over time the metrics can work in Zhihu's favour. However: Zhihu might feel a liquidity crunch as time passes. Zhihu is on a clock, but it's a very interesting company. $Zhihu(ZH)$

so now lets think of what a reactive can look when we get to 321.33 - it the 1st one was steep which it was, the second one will be shallow - sooo shallow then , see shallow and sometimes shallow slopping upwards, as it has been the case with Tesla many many times. $Tesla Motors(TSLA)$