familoveyou
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05-08 21:05
$Tesla Motors(TSLA)$ Tesla has constant mountains of bad news literally every day in 2024. The only temporary reprieve was when the full-time Twitter CTO Musk went to China to talk up stories of using Baidu maps or whatever but it’s been straight down again since then, as usual. Especially because Elon always claims Tesla has no need for maps. So the stock price continues disintegrating…
$NIO Inc.(NIO)$ I don't know too much about geopolitics. I just think that NIO is on to something. Good products with unique abilities. Great quality and technology. NIO has multiple revenue streams. So now that marketing has picked up, I think they are positioned for success!To The Moon GIF by OKX
$Qualcomm(QCOM)$ So many drivers lining up: 1) Ongoing trend shifting to more premium mobile where QCOM dominates. AI will drive massive next upgrade cycle starting now. 2) Very beginning of Chinese economic recovery where QCOM holds significant market share 3) Massive Auto/ADAS pipeline with products hitting that market in 2025. In 5 years plan for $10 billion annual revenue there. 4) iOT starting its recovery where industrial use is still in infancy 5) PC chips look superior in terms of capability and MSFT partnership with massive potential just starting in the coming few months. 6) Apple doesn’t seem to be able to move on from the QCOM modem. At least not for the next few years. Will be a $250 stock in 18 months and $
$SUPER MICRO COMPUTER INC(SMCI)$ Took advantage of the completely way over done drop...Earnings was great and the guidance even better. Revenues just slightly off, but only because of a few parts delayed for even more production. Had they had those parts they easily beat revenues. EPS the real BIGGIE easily beat $6.65 to $5.84!.... Easy buy at this price.
$Snap Inc(SNAP)$ This upside won't hold. It never does. I'm just amazed at how and who is responsible for these spikes. It's crazy how out of nowhere and with no news--SNAP will just spike up 4+percent. This just so happens to come on the heels of more dilution.
$Tesla Motors(TSLA)$ lets be clear: you only axe the supercharger team, and 20% of your workforce, because that (2.5)B in Q1 cash flow is NOT just inventory accumulation set to reverse with seasonal auto sales. ---tsla owns upstream (lithium mines, refiners, battery production--all margin boosters until there's excess capacity)and there's no dealer network (which is a cash boon for traditional auto makers).TSLA is bleeding cash right now and acting like it. good luck w/ 2032 earnings prospects fixing this bulls
$ARM Holdings Ltd(ARM)$ The first NVDA stock split with the ratio of 2-for-1, meaning that for 1 share of NVDA owned pre-split, shareholders then owned 2 shares. 4 more splits have been implemented since then. The most recent stock split took place on July 20, 2021 on a 4-for-1 basis.I am waiting long term because I know that eventually ARM will also be issuing stock splits going higher in price.Crypto Coins GIF by MemeMaker
$Coinbase Global, Inc.(COIN)$ The rip downward through 234 caused me to dump my calls. I'm hoping for a lottery ticket call somewhere between 200 and 220, the range that I think has come back into play before earnings.
$Advanced Micro Devices(AMD)$ With key tech partnerships and an ambitious sales growth target for server GPUs, AMD is well-positioned to capitalize on the surging demand for AI and data center capabilities, signaling a promising outlook in the semiconductor space.You gotta be a fool to sell AMD!happy vintage GIF
$Riot Platforms(RIOT)$ RIOT claims (lies!!?) theirs is world's largest mining facility. No debt. Huge cash. Yet, Stock performing pathetically and testing its 52 week every day until today. Even miners with huge debt load is not in 52 week low.I think it will keep testing its low in the remaining days/months until the management telling the truth and open to the investors. Reason why CLSK and MARA has great management.
$Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA Corp(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ AI valuations might be a bubble in 2030 when AI is everywhere, AI is really nowhere atm in our society.Look at the big tech companies, they're still in the development phase with 0 AI products out yet spending billions on it.I knew the current valuation might be high, we all know that.But fundamentally the AI market is ripping forward and fast. Looking at their forward growth they are undervalued.Had every company in the world already integrated AI into their infrastructure and every home had AI I would've reasoned differently. Until we see massive layoffs due to AI, tha
$Palantir Technologies Inc.(PLTR)$ fully believe this is going to go into 30s following the earnings. I think most investors like myself are frustrated this rapid decline is heavily attributed to naked shorting. It's unfortunate the SEC and brokers don't take better steps to halt this practice. Shame thieving naked shorts make billions cheating others. Things we can do..Don't panic sell, set really high sell values for your portfolio positions. Write your broker and sec requesting they enforce against naked short sellers.Space Rocket GIF
$SUPER MICRO COMPUTER INC(SMCI)$ in all my 50+ years of investing I have never seen a stock with this much earnings power and price potential. it's my largest holding out of 29 with NVDA a close second. it's like a tornado or hurricane. it lies dormant,sputters a little and then picks up speed and no one can stop it.
$XPeng Inc.(XPEV)$ It will be a long wait before things eventually gets better. The battle of EVs has begun last year. Tesla is destroying all other small players. It has the capacity to do so but in this process it’s also destroying itself. There will be acquisitions and mergers happening very soon in Chinese EV sector. Survival of the fittest.
$SPDR Gold Shares(GLD)$ The USdollar is trading at $DXY104 to $DXY 106, the high end of it's 20year trading range. Despite this strength in the USdollar, gold has moved upward to $2400oz level. If interest rates come down in the back half of the year this will a kicker for gold to go even higher.
$SUPER MICRO COMPUTER INC(SMCI)$ Time to go bullish on SMCI.It came down significantly under CPI and FOMC data this week. Now, it only goes up from here. most major news is held to announce close to or with earnings. limited time left, things will change in 2-3 weeks. except smci doesn't even need major news,financial report will do all the talking itself LONG LIVE SMCI 1300 @ EARNINGS
$Adobe(ADBE)$ Adobe is a scam. People are switching away from their "membership". Noone needs their "AI" -- Dall-E, Midjourney are delivering much better bang for your buck. Grabbing UX market also failed - their Adobe XD is pure rubbish.Scared Horror GIF by SpongeBob SquarePants
$Taiwan Semiconductor Manufacturing(TSM)$ I am curious what the bear case for this one is? I do not see how it is a bad stock given PE ratio is still within historical average of 20-25 and there is a whole new windfall coming from AI to drive it higher and not to mention a general recovery in 2023 oversupply. Or maybe people actually think Intel's fab business is catching up?
$Coinbase Global, Inc.(COIN)$ on the way back to $180 ???? The chart looks like that would be a logical move , then back up perhaps. But if people realize how in-secure bit coin is during global conflict they may sell it oblivionCash I can carry, gold same but it is heavy. Bitcoin depends on internet, exchanges, device and service provider. It is not a gold replacementKnock Out Reaction GIF by Travis
$Coinbase Global, Inc.(COIN)$ With the price of Bitcoin and other coins fluctuating so much isn’t this good for Coinbase being many more transactions ? Does anyone know how many coins Coinbase actually owns if any. I thought all the buying and selling should benefit coin in the long run.

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