$NVIDIA Corp(NVDA)$ If you are holding Nvda as an investment , long term thesis looks robust. If you are trading, that is a different game. Long term / no stock goes up in one straight line. Spending is high. Googl reported that ai is yielding great results. Nvda is expanding its produucts to virtually every business. Risk factors long term are geopolitical,, supply issues , research and dev, competiton and economy. Ai seems to be less effected by overall economy for near future. They also seem to have a decent moat.Geopolitical is a threat and hard to quantify or handicap. Supply chain is decent but needs to be diversified. Overall, Nvda is still an exciting opportunity / we have owned for many years with no plans on se

$SUPER MICRO COMPUTER INC(SMCI)$ All we want from the company , to build n sell , all we want is the revenue growth. That’s all. All other issues can be fixed. Smci is the heart of AI ecosystem. No one can stop the AI progress , that’s the future of human kind. Don’t fight AI, get on board.

$SUPER MICRO COMPUTER INC(SMCI)$ Smart moneys are accumulating quietly and waiting for the right time to squeeze 100 Mil shorted shares. The only reason that the short can not buy back now is because of %20 loss. They are hoping the price goes down so they can cover but after earning , the sky is the limit.

$Microsoft(MSFT)$ Large corporation like MSFT worry about their reputation more than making little chump changes in few billions. That is why their management didn't want to be in it because bitcoin is still like pyramid scheme paying with fresh money. I don't think major shareholder of MSFT will also like the idea mixing them even if they have bitcoins because it can ruin reputation of dividend paying MSFT stocks separate from high risk assets like bitcoin.

$Micron Technology(MU)$ The lows appear to be in a linear graph upon which the peaks are getting higher. Seems like their is a growing base and then every few days a sudden flurry of expectation, then return to a slightly higher base as you point out. If this continues then at the current rate we are about $8 / month. By next earnings we will be at about $122 by linear extrapolation. The only thing keeping this stock back is really the expectation of a cyclical supply-demand yo-yo, but the change from small memory footprint compute to large data and large model compute not only changes the dynamics to mitigate this cycle but the mix has changed too. In particular all processors will end up with some on-substrate HMB so tha

$NVIDIA Corp(NVDA)$ People overthink NVDA. Its product line is sold out for at least a year, so no ambiguity. Trying to time it for trades to accumulate shares, lock in profits, or short it to make scraps during consolidation isn’t worth the risk when you have as close to a sure thing as you will ever see. Assuming no game changing news comes out, just buy and hold for at least a year and enjoy the ride. It will make at least 25% from here within a year with less stress and less risk of timing the trade wrong.

$Microsoft(MSFT)$ MSFT way undervalued at these levels, amazing how low it was pushed down. Investors should stay in it for healthy price appreciation by coming reporting date Oct 30. This the best in breed. I am in for longer term.

$Apple(AAPL)$ According to Counterpoint in China, provided by Bloomberg, iPhone 16 sales are up 25% there. This is a more authoritative report than the fake ones trying to suppress positive news. This will be the catalyst to propel AAPL through the next levels. Apple is reaping the strongest impact from the stimulus in China.

$SPDR S&P 500 ETF Trust(SPY)$ bearish development. SPY is forming a rounded top with lower lows and highs. Closed right at the 5 sma. Market looks tired and ready for a trap door swoosh. After a nearly 2 week wait I may finally take a put position tomorrow.

$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ nvda will certainly do well, but by law of big numbers amd has much more room to multiply. nvda will also hope and need AMD to survive or it'll be a monopoly and gov doesn't like monopolies. AMDs open system should do well and play well with others in the long run.

$MicroStrategy(MSTR)$ MSTR having days moving in opposite directions to Bitcoin of late probably means that the arbitrage traders are having fun with those fancy algorithmic computers that ONLY big money possess. I'm sure that they are making use of Bitcoin and MSTR options or the leveraged 2x short and long MSTR ETFs, such as MSTU or MSTZ. Their games are more about fighting it out amongst themselves instead of simply trying to pick off small retail fish. However, if we aren't careful, we might get caught up on the wrong side of the bout and catch a haymaker.

$NIO Inc.(NIO)$ Charts look really weak, as I said before since the 6s, short with both hands this is going to low 4s, and if Trump wins $2. Don’t say I didn’t warn you. The bullish rally is behind us, excellent opportunity to have made money on the way up and now on the way down.

$Riot Platforms(RIOT)$ Technically, Riot needs to rise to at least $38-40 between December 2024 and March 2025. Only then should you think about reducing your holding positions by around 50% so that you can get in at a cheaper price later when there is a correction. Speculating short now is suicide! Now we just need a clear and cool head, set a limit of 38-40 and go for a walk We only have these unique opportunities here every four years. You shouldn't miss it now... Have a nice Sunday everyone.

$NIO Inc.(NIO)$ My suggestion to anyone who has profits in Tesla is to move over to NIO as quick as they can. NIO is almost a give away at $5.50. Before you laugh or fool yourself, consider that the latest NIO model ONVO is already selling 1000 a week with limited production. NIO has an ET9 super-tech luxury EV and a Firefly economy EV ready over the next 90 days. We suspect Nio will take at least 35% of Tesla's market share in. China over the next 6 months.

$Meta Platforms, Inc.(META)$ $290 in a heartbeat when market takes a dump. Upside for META is no more than 20% within the next year and the chances are slim. Downside is more likely to be 50% and could be 85%. For people buying or holding META, ask yourself what does META has? Facebook is a shell that is constantly shrinking. Nobody buys their VR products. Meta is ridiculous concept that is already dead. And AI? What AI? META is so behind Microsoft, OpenAI, and Google. META has nothing to back a stock price above $50. It's massively hyped my Fidelity, Vanguard, and other funds. Check the holdings of the Contra Fund, it's doing well because all the hyped stocks are up. If it doesn't exit on time, it will be the worst perf

$Apple(AAPL)$ Keep in mind, this earnings report will be for the 3-months ended Sept 30. This includes only 10 days post iphone 16 release, and doesn't include Apple AI yet. Many are on the sidelines about upgrading and in no rush until Apple AI is released. The remainder of the sales from the 3-month period will likely be dismal. No one would be purchasing an iphone 15 leading up to the 16 release. Wearables, Mac, and Ipad continue to trend down and with older Ipad supporting Apple AI there isn't a reason to upgrade.Will they meet or slightly beat last year's sales, likely. But no 'megacycle' and growth is still stagnant.

$NIO Inc.(NIO)$ DO NOT TRUST THE ANALYSTS - they want NIO shares for their firms.The analysts are lying to you with bogus targets ($8.60) because their own banks are trying to accumulate shares, that they dumped to scare away smart money investors. However, it backfired. They never knew that NIO would come back this far, this fast with. a complete line of. EVs from Firefly to the ET9 super tech, which will basically dominate the EV. Landscape for the next three years. You're looking at shares price that will go from.$5.50 to $60 by March. 2025. There are 1000% gains looking you right in the face here.

$Palantir Technologies Inc.(PLTR)$ As a long: All I want to suggest guys and gals........"It's all going to ......come to us naturally!" No one can stop the inevitable! Click on buy......as anything you buy at the current share price will 5x------20x plus up the ladder of wealth for us.......and a safer America going forward!! Buy, hold and win big!

$NIO Inc.(NIO)$ Now you see why I sold at the top and warned you all about the $6 bounce! If it fails, $5.35 is next. 😉 Buying back at $5.35 with a 30% discount— not bad!RSI: almost in oversold zoneThe cipher divergence hit the golden zone, where smart money starts buying.Entry: $5.35SL: $4.80

$NVIDIA Corp(NVDA)$ Technicals look very good at this point. A close over 140.76 would create a breakout for Nvidia. It does appear that with the 200 million laid on the call contracts in March of 2025 that this confirms the fact that Nvidia is likely on the move ion the higher revenue and earnings. This morning as we speak Taiwan Semiconductors are reporting a 54% increase in earnings on the third quarter. This is definitely positive news for Nvidia. Look for Nvidia to breakout and if that occurs your looking at a stock price in the channel at 148.17. Good luck everyone.