$Micron Technology(MU)$ Alert: USD200million pump in at close. 2 million volume bought by algorithmic trading at close on 11 Dec that is worth approx. USD200million. We anticipate another pump to 104-108 then an impending dump before earnings. The average pump we have calculated is at 1+million volume at close with the highest at 5+million on 25Nov before the dump on 26Nov. Retail investors be careful. The previous 5% drop that reverses a 3% gain was a 8%(absolute) dip shows that the stock is being cropped up intentionally with no long support. The underlaying support is cropped up with weak foundation to manipulate the price.
$NVIDIA Corp(NVDA)$ Drop 1.7% pre-market, what's now? Blackwell problem, supply chain breakdown? Feds not giving 50bps cut? or Growth is not 200%? What the babies need again this time? [Happy] [Happy]
$NVIDIA Corp(NVDA)$ Still below post-earning resistance price ($120) but expect it to break through and stay above resistance by next week. Starting to see stronger support between 117-118. But need a stronger support at 119. Market is concerned about its valuation and not too convinced about its next earnings call. We do believe the concerns are overweighted at this point, and rally will build up more in October. We expect to see better earnings calls next quarter due to the improved economic conditions which will create more optimistism. TSM, AMD, AVGO, and AMAT have more robust support at this point. Due to their lower prices, investors focused more on those stocks as they believe NVDA is currently Overhyped. We
$NVIDIA Corp(NVDA)$ Thanks for the big discount. People are getting nervous just because CEO is selling stocks. Market getting emotional like Jensen is leaving Nvidia. Founded in 1993, Jensen has been working for 31 years and now he is collecting his due payment for his vision and hard work. Believe in him to continue guiding Nvidia for the next 30years. Market reacting like Nvidia is losing leadership [Facepalm] [Facepalm] [LOL] this is nothing when compared to Elon's 3Billion sales in 2022. 2T market cap for the CEO and cofounder to get 400mil. Compared to Elon's 60billion pay package??!! [Facepalm] [LOL] [Silence] If Jensen Huang doesn't believe in the growth of Nvid
$NVIDIA Corp(NVDA)$ Consumer Confidence Index fell in September to 98.7, largest decline since August 2021. This triggers the abrupt swing from gains in the day to losses, which quickly switch to bull market again. Bear's perspective: labor market is weakening Bull's perspective: The sentiment is not as bad and not indicative of recession. Post rate cut will see an improvement in Oct. Plus the news of end of Jensen Huang's stock sales. What is Consumer Confidence Index and is it important? Conducted by Nielsen, it is basically a monthly market research that comprises of 5 questions about present situation and expectations 6 months from now. What's the current sentiments? Current assessment of business conditions turned negative,
$NVIDIA Corp(NVDA)$ Persistent big big swings between bulls and bears in the day. Bears are still selling the perspective that the rate cut is late and it is too late to save the labor market. This week's Fed talks might help to alleviate some of those concerns. We are seeing strong spike in oil and gas due to energy required by AI data centers, and also triggered by the escalation in Israeli air strikes on Lebanon. Energy stocks maintain red strong going into the election, and valuable for the bears' perspective of a looming recession. S&P500 has hit all-time high, but Nasdaq is still below it's all-time high in July. We are also seeing a broader market gain in stocks like Nike, Walmart, Alibaba, AirBnB.
$Qualcomm(QCOM)$ After Broadcom, maybe QCOM AI chips ambitions aren’t too lackluster. After positioning itself to enter the AI PC chips market, investors have been disappointed and felt that it is hard for Qualcomm to make an entry and therefore quickly brush it off and downplay their ambitions to diversify beyond Apple and Mobile chips. As Broadcom found a new ally with Apple, Qualcomm found itself on the opposite camp with Microsoft (OpenAI). With Apple servicing their contract well into 2027, we think that based on Qualcomm past successes and current strong earnings, it is too early to dismiss them. On the contrary, it is a good time for them to reduce reliance on Apple especially when 3 companies (ARM, Broadcom
$Advanced Micro Devices(AMD)$ Punish the 1st runner-up AMD has always been a tough and resilent stock over the years. When compared to NVDA, AMD seems less appealing and Wall street has the tendency to punish the 2nd best. However, when compared to Intel, which used to be the leader in semi, AMD would be considered a great success. The rotation from AMD to NVDA is only temporary and is a great opportunity to buy the dip. This dip is caused by the strong push in NVDA and investors being cautious before earring calls. In the long run, we see 2 winners championing different AI customer segments. We expect AMD to do well again this earnings just like TSMC as AI demand is still strong. We support the 2 winners perspe
$Nike(NKE)$ Nike investors need to be more patient with the upcoming changes. We still recommend Nike in the long term as we see the commitment that the CEO is undertaking to improve innovation and bottom line. Overfocusing on revenue alone will hurt the progress and work that is needed for Nike's CEO to overhaul the company. There are some fundamental issues that need to be solved and it won't happen in just one quarter. It is admirable for the new CEO to let go of short-term Wall Street approvals and stay focused on long-term goals. For now, we think Nike is on the right track. Follow us for more up-to-date perspectives
$NVIDIA(NVDA)$ Hold your NVDA stocks: Why Nvidia won’t be directly impacted by Broadcom? Broadcom’s differentiation is what allows it to grow by not competing directly with NVIDIA. Would Broadcom’s success inspire Nvidia to broaden its customization services? This article sought to help investors understand the market dynamics of Nvidia and Broadcom (I work in the tech industry for several years, certified AWS solution architect): More specifically, Tesla won’t be buying Google TPUs (produced by Broadcom) to train their models. Enterprise clients typically operate within a locked-in ecosystem tailored to their specific needs. For example, Google TPUs are used internally to train and power Waymo’s models. While TPUs