$Palantir Technologies Inc.(PLTR)$ Palantir is down after hours because Microsoft's earnings forecast wasn't spectacular. MSFT & PLTR are collaborating on AI, MSFT doesn't own PLTR so there's zero reason we should be down in sympathy. Same with today, we were down because SMCI has accounting issues & their accounting firm Ernst & Young resigned. PLTR beats earning on Monday. Very Bullish.

$Meta Platforms, Inc.(META)$ Tomorrow in my view Mark Zuckerberg may have set the company up for another repeat of the most bang for the buck, meaning another $70+ pop may be the goal, whereby we open on Thursday between $670 - $675+. I am of the view the race is definitely on between the Mag 7 and tomorrow Microsoft and Meta will compete on forward guidance and the AI is now beholden to what each will bring to the markets. Tomorrow continue program will set the stage for NVDA earnings date when they report next month investors getting the additional confirmation and a window for newer highs into the new year.My target price for Meta within the next 48 hours is $670 - $675+...

$Advanced Micro Devices(AMD)$ Don't be confused. This was an excellent report. It was only in Q1 call that analysts were clamoring to know if the AI "run rate" would be as high as 1B by the end of the year. Now we find out only in Q3 it is already within 17% of TWO BILLION. Btw, after hours volume was microscopic. Anything under $227 is a gift.

$MicroStrategy(MSTR)$ Several factors are hindering Bitcoin from surpassing and sustaining the $70,000 mark, such as worldwide economic instability, worries about increased mining sell-off and diminished hashrate profitability, the possible impact of U.S. election results on regulatory measures, and substantial Bitcoin holdings on trading platforms.

$ARM Holdings Ltd(ARM)$ A PE of 100 for a large cap chipmaker? That is pretty high even if it is well run and has a bright future. The market is awarding small cap valuations to much more mature large cap stocks. This is a sign of an overvalued market.

$NVIDIA Corp(NVDA)$ Does anyone think that NVDA can average 36% CAGR over the next ten years. I know I do. Well if it does then that means over the next ten years NVDA will double 5 times. So take the amount of your NVDA holdings and double that 5 times. That’s what you might be looking at.

$Tesla Motors(TSLA)$ +3-5% dead cat bounce even so, TSLA is woefully under valued Since all the other mag 7 are Trillion Dollar (hype) valuations and TSLA is the solitary one to last 20 years further into the 21st Century Simply because the greatest winner of AI 11 sector integration is yet to be born.

$NIO Inc.(NIO)$ One more helpful tidbit from Tesla's ER that should apply to Nio as well:"Tesla reported the cost of goods sold per vehicle hit a historic low of $35,100. That was another big contributor to the gross margin and earnings beats."If the cost of goods is going down for Tesla, it's almost certainly going down for Nio. I think Nio could come close to a 15% vehicle margin in Q3 (up from 12.2% in Q2). Given the rapid increase in how many vehicles Nio is delivering, the combination of the rapid growth in revenue combined with rapid margin improvement could well send Nio's stock soaring after the company reports earnings and probably also in the lead-up to earnings.Great news for Nio on all fronts!

$Tesla Motors(TSLA)$ If Tesla can produce and sell 3x of the lower cost model, without canibalizing their other models, it will be a positive for profits. With the state of levered free cash flows, they’ll have to sell bonds. With the long end of the curve going ballistic, the corporate cost of capital will most likely eat additional profits from the venture for years to come. Revenue won’t help SP without profits, so proverbially, this company is stuck between a rock and a hard place

$MicroStrategy(MSTR)$ Short volume is immensely depressed, call volume has tripled…S&P rebalancing in December would likely add MSTR; speculation of this would likely increase institutional buyers. Earnings could give information on BTC strategy, which would give a boost from current prices. This price point in reality is low with the amount of shares outstanding and what an addition to the Nasdaq will do coupled with institutional buying.

$Tesla Motors(TSLA)$ If we have gotten to the point where earnings is what Tesla's stock price is hanging on to then that means Tesla has gone backwards. Earnings were important years ago. The current PE doesn't reflect earnings but significant revenue growth which the current earnings are no where near capable of satisfying. This is going to crash hard.

$Microsoft(MSFT)$ Technical: 9 month long H&S topping pattern. As the right shoulder extends to near the length of time as the left shoulder, the resolution probability is typically very bearish. This is one of my favorite investments, great company. But at this point, with experience of this type of chart pattern, I just sold half of holding.

$SUPER MICRO COMPUTER INC(SMCI)$ Simply look at history folks - look at what happened when they were penalized $17.5 million in 2021-22. The stockadvanced 87% in 2022 - check it because it's absolutely true. This was BEFORE the big revenue/earnings from AI. I wonder what will happen this time after accounting upgrades their existing accounting controls....I'M ALL IN!

$ASML Holding NV(ASML)$ Asml I will continue to buy more at every dip, world leading company with great earnings, continue to grow and large entity have value it at $1,600 to $1,800 around double of current price, love the dip and buying more at $720

$NIO Inc.(NIO)$ Shorts don't find where to borrow more shares and the risk is higher. They just killed it at 7,5 at the LT resistance with little volume - BUT No retailers are selling but buying more - massive squeeze is still to come...UAE must think they can kill the shorts in a blink. Meanwhile they are just buying shares for their sons, sisters, cousins, friends and dogs. one day you will wake up with double value in your account.

$Netflix(NFLX)$ The only blemish I see from the report is subscriber adds, not as strong as previous quarters. The highlight is continued margin expansion which they will tap the breaks on next year to invest in content. This is what weak competition looks like.

$Alibaba(BABA)$ on $115 everyone was bullish, on $100 everyone is bearish, psychology :) my opinion did not changed. nothing changed, it is the same company, same funda, same stimulus measures. stock looking for the bottom, before the next rally, i think. the bottom can be $90-$100. this is still a good point to buy. the real question is where do you think the price will be next year this time?

$SUPER MICRO COMPUTER INC(SMCI)$ This is one of the best setups in the market right now. SMCI has cleared the volume shelf at $44, holding strong at $48.70. Momentum is building, and the path is set for a potential breakout above $50, which could lead to a jump toward $60.

$Apple(AAPL)$ Warning for Apple investors with stock at 234:ASML is the largest producer of the UV chip making machines used by Taiwan Semi to make the chips for Nvidia, AMD, and most importantly Apple etc,They warned huge this morning for NEXT year !Look if you dare asml as nothing falls over 10% in this bubble market and this is down 18%If Nvdia is selling so many AI chips they cannot keep up with demand and this company that makes the chip machines is warning it can only mean one thing. Apple chip demand is falling big and expected to next year."When everyone is Greedy be fearful""Buy low sell high"Warren buffet

$Tesla Motors(TSLA)$ When TSLA drops to $120 and below, Elon receives a huge Margin Call for the Loan he took against TSLA shares for buying Twitter. At that point, Elon starts to get financially decimated, and the scheme to borrow against his shares not only unravels his own personal wealth, but at least 2 (or more?) financial institutions may fail, much like the SVB bank failure but times 10. This will create a bit of panic and scandal, once reality sets in that TSLA was artificially propped up this entire time so that those financial institutions and Elon would be protected from failure. This thing will collapse from its own weight it should not be holding up. Even if TSLA is still worth owning after this all unwinds,