$Alphabet(GOOG)$I believe Alphabet is positioned to grow its valuation by well over 3x from the already huge $2-trillion figure now – potentially becoming the world’s most valuable company by a huge margin – as its often-overlooked Waymo autonomous driving business quietly revolutionizes the transportation sector. This would take the stock to over $500 a share. Weekly paid rides rose from 10,000 to over 100,000 in a year, with a vast addressable market (e.g., Uber does over 200 million rides weekly). If Waymo captured even a portion of this, it could generate $300 billion in annual revenue. Waymo’s safety record, superior tech, and absence of driver costs support high profitability. With the potential for $150 billion in
$McDonald's(MCD)$ CDC says theres an average of 48 MILLION+ cases, 128,000 hospitalizations and 3000 deaths a year from food borne illness. One guy in 80s is sad but McDonalds total was 50 cases with 10 hospitalizations (one died). Why is this one of the few that made national news? Mostly politics my the mass media. God only knows how many people get stick from Taco Bell - its become a meme.
$Alibaba(BABA)$Latest rinse and repeat cycle continues. The last time BABA fell back under $100 it eventually dove to $68. Bought on the way down that time at $83 and sold those shares at $115. Missed the bottom and high but don't care. Question is when to buy again. $90 $80 $70
$Alibaba(BABA)$As I sit here sipping on my michelada and enjoying a fuentes lil smokie; while watching the sun and surf south of the border. I just wanted to tap in before I start my day and remind you to buy the dip all the way down to the mid $80's where we will start the next leg up to retest $120. Again, stop crying and JBTFD!!!! Cheers and enjoy your day!
$MicroStrategy(MSTR)$Grift-coin is worthless junk with no product or earnings. Digital phony Monopoly money Backed by nothing. Simply a worthless thin air Ponzi.No earnings, no product, nothing tangible. Simply Digital Monopoly money backed by nothing and created from thin air.
$Advanced Micro Devices(AMD)$Unless AMD raises AI guidance by 100%, there will be no place to hide. Lisa raised her projection this week stating "industrial Revolution" in AI now $500B TAM. So...IF NO double in AI forecast this is dead money at best. Their AI execution as #2 in GPU fails to impress anyone. NVDA $NVIDIA Corp(NVDA)$ has demonstrated unprecedented revenue growth never before witnessed in tech, while AMD stumbles along. Unfortunately for shareholders, the market/street have lost patients in 'stories' when the revenue doesn't back it up. Su needs to stop talking & start delivering revenue. She can no longer hide behind road map show & tell events. The SP loss
$SPDR S&P 500 ETF Trust(SPY)$your last call before your lose all your puts by tomorrow. Hedge by buying TSLA $Tesla Motors(TSLA)$ shares and MSFT $Microsoft(MSFT)$ shares and SPY shares.....TSLA huge this week . EARNINGS Q3 is huge + HOLIDAY will be even higher. MSFT the same and SPY the average will going higher thanks to TSLA bulls. TRUMP will join forces with TESLA to build a HUMANOID army to defend the country, Cheaper than paying a soldiers + benefits. Buy TSLA a lot. Shorties and bashers will never win stocks at all.
$NASDAQ Golden Dragon China Index(HXC)$The stock market is always against human nature. When everyone thought that a big bull market was coming during the National Day holiday, this consensus expectation was broken immediately after the holiday. On the contrary, when everyone is now "talking about bulls in fear", the bulls will come back when no one believes it.
$Amazon.com(AMZN)$I sold my amazon holdings. This is a politically biased company. It has a worker that is kidnapped in gaza but the company just ignores that while promoting the slogan from the river to the sea which we know what means.I find better investments elsewhere.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$Please look at the past daily candle plots. This is a 3x sector ETF. Makes big moves. 20% change just requires the key asset stocks to change by 6+%. However, IMO, that should not happen to the downside now because the semiconductor sector has been underperforming and should be recovering mode.
$Alibaba(BABA)$Well, there is one thing all BABA investors agree on, and that is that $110 is the bottom. There is only one way it can go from here, and that is up. The sky is the limit. In fact, $113 by Halloween and $116 by Veterans Day. Who knows, we may even see $119 by Thanksgiving.
$Intel(INTC)$90% of the world uses TSMC $Taiwan Semiconductor Manufacturing(TSM)$ chips. Hard to tell other companies in the world to stop using TSMC and use Intel, but who knows. All I know is Intel has been lacking for a long time and missed a couple openings to make Intel great. Even Pat missed some steps along the way. People be banking on the future, but the currently Intel looks weak and it’s hard to tell now due to their failures.
TSM: Powering NVDA’s Future and the Chip Revolution
$Taiwan Semiconductor Manufacturing(TSM)$I want to discuss a compelling investment thesis for TSM (Taiwan Semiconductor Manufacturing Company). This isn't about hype; it's about understanding the strategic position TSM holds in the semiconductor industry.Key to this thesis is the relationship between TSM and one of its largest clients, NVDA $NVIDIA Corp(NVDA)$ . NVDA, a leader in the GPU market, relies almost exclusively on TSM for its chip manufacturing needs. This reliance is crucial because NVDA's business model boasts impressive gross margins, around 90%.The crux of the investment argument for TSM lies in this dependency. TSM, as a leading foundry, has not yet fully leveraged
$Intel(INTC)$INTC will be moving above $24 as earning getting closer. Bullish catalysts intact. Qualcom will be doing an firm offer in terms of pricing soon. Then bidding war begins. I have position.
$NIO Inc.(NIO)$Let them short it so we can buy more cheap, wall Street manipulates to get rid of weak hand , if you remain patient this will move higher in a few months. Specially if Israel hits oil field in Iran which causes oil prices to shoot up. Just sit down and enjoy your tea and relax , this will be 10$ in a few months and shorts will be caught with their .... Down
$CMSC(06099)$Hong Kong stock brokerage leader, China Merchants Securities, just two weeks up as much as 300%, unprecedented! CITIC Securities and other have broken through the record high! This is of great significance to Hong Kong stock investors, for Hong Kong stocks after the plate rotation laid a solid foundation!Hang Seng Index fell as low as 20 years ago, is now a reversal of the market, the global capital duel, coupled with the Federal Reserve to cut interest rates for 2 years time 25 or 26 years is expected to break through again to a new all-time high of 33,484.08 points!
$Apple(AAPL)$It is AAPL’s nature to trend water before breaking out.Here is an important point!There were over $1.2 Billion in sold Jan 26 calls the last time that I calculated.It seems people like “ tax deferred” cashStay long
$Advanced Micro Devices(AMD)$It’s important to note AMD is playing exactly that long game sourcing AI products that span from Data Center & AI LLM training to inference across Enteprise, Industrial, embedded, and end point compute with AI PC. The entire societal impact of AI will be sourced by AMD.Nvidia $NVIDIA Corp(NVDA)$ cannot pull off that breadth.