$CleanSpark, Inc.(CLSK)$  Halted in aftermarket (T12)...not sure if due to warrant increase >100%, hope something good is cooking 

$CleanSpark, Inc.(CLSK)$  Still halted, SEC is closed today for Veteran day. Since they have to validate can be that it only resumes trading tomorrow...meanwhile bitcoin is charting new heights

$SUPER MICRO COMPUTER INC(SMCI)$  Still bullish and really thinking hard if to increase my position at these prices. On one hand this is a Stock battered again and again on bad news and management integrity allegations but on the other side if they can survive the storm and pull out it can be an opportunity...tough choice and risky, I only put in money I am ok to loose given the potential pay back.  For me the main concern will be news of customer leaving and them having to scale down operations. 

I believe nvidia stock is overvalued now. As a company and their products its still solid. Previous inflated gpu pricing due to crypto bolstered overall revenues and this is gone now leaving Nvidia between a rock and a hard place now (how to clear current gpu stocks at reasonable prices versus release of the new 40xx gpu series..). What disturbs me is the company trying not to be transparent previously on how much crypto bolstered gpu sales...well thats Karma 

I don't think Nvidia will drop below 800, yesterday dip was partially Caused by hotter than expected cpi data and almost every stock dipped but it recovered partially during trading hours.  Intel in my view is in a similar situation compared to amd being late and trying to break into the market. Both will have their place but it will be important if they compete mainly on performance or cost.  Both will undercut pricing as much as they can to gain market share with likely faster availability due to shorter order backlog and can be attractive for smaller companies in comparison to hyperscalers Nvidia will still be the performance leader plus their strong software support will always sway buyers to go with them. For hyperscalers building large AI data centers the cost of high

$Palantir Technologies Inc.(PLTR)$  Long term bullish and overall solid company but need to face reality. Palantir amongst others has run high but along with that expectation run high likewise.  Looking at earnings and growth government sector is still declining and for commercial although growing by 30% the previous qtr growth of 70% set the bar too high.  For me this is expected after many boot camps there is going to be an initial rush with new customers on boarding but this will level after some time. Given current sentiment palantir joins several others who's Stock have run high and only flawless earnings would have guaranteed no partial sell off (aka smci, amd, sofi,...) especially given high valuatio

I just started to invest and work in the semicon industry so naturally part of my portfolio went into it. Istill believe long term will gain but It seems volatile.None of my shares are on intel, micron or Nvidia. Intel doesn't seem to be able to get their act together (ARC as one example) , micron to specific on dram market and Nvidia impacted by crypto crunch and move to different algorithms. I am betting on amd, asml and apple (their ARM transition is going well and with M2 pro/max, VR new products on the horizon outlook seems good). 

$Tesla Motors(TSLA)$  I shared before in another thread on the impact of the robotaxi tweet.  In general I don't have confidence but I withhold further judgement waiting for the upcoming earnings call.  I want to see what is their plan for FSD licensing, clarify on model2 wether its a go or no-go, more concrete information on robotaxis and hopefully some plan on improving battery tech which is a key component of EVs.  I am working in the semiconductor industry building the key components for EV and orders are being reduced  whereas chinese EV manufacturers are ramping up.  I am disappointed in using tweets to create hype, it's unprofessional and does not add to my confidence. In order to turn

$SoFi Technologies Inc.(SOFI)$ I have Sofi as part of my portfolio and what a bumpy ride it has been so far...earnings in jan jump but shorted and not able to hold, tank after convertible note offering, slowly climbing up again only to be dumped massively after last earnings.  Overall earnings were not bad but sofi needs a catalyst. Since management do their own cautious approach to lending that leaves only the fintech portion and they need a win by larger banks stepping on board. If that happens it will be one such catalyst. Until then I believe it will hover where it is now. 

$NVIDIA Corp(NVDA)$  Still bulish. Post market impact from micron earnings call seems muted for now, tonight to see if how will it move but micron stated they are fully booked for HBM into 2025 and revenue have increased due to AI demand. Concern raised was on standard memory products for PC and handphone. 

$Tesla Motors(TSLA)$  One tweet and the stock went up several percent. No I don't think it will help Tesla stock in the mid term and instead it is hype to keep it from sinking further.  Yes once actually rolled out it will significantly support the stock but it will be a long process to get there, besides completing FSD , building the car there are also regulations to meet and approvals to get.  Elon Musk needs to stop tweeting (either to create hype or at least to not damage the company image) and instead share a clear plan on the roll-out, FSD progress and lisencing and clarify on Model 2 release.  The competition is getting stronger and stronger, one item which I think is important are recent news

I think TSMC should do well and added some shares during the recent days market pull back.  With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China. I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard. 

$SUPER MICRO COMPUTER INC(SMCI)$   Either the management is inept in handling the situation or is stonewalling on the details of the wrongdoing due to top management involvement and possible charges. With the auditor resigning the later is more likely. They had time since July to clarify, identify the culprits and come forward, instead they choose not too making it easy to be targeted and willingly putting their shareholders at risk (!) Top management need to be shaken up, being amongst the top companies to profit from the AI surge, having good connection with Nvidia and then putting all this at risk is just irresponsible. I expect DOJ now to really step up a probe and next a class action lawsuit to follow. Any

Its a buy for me...they have a much clearer and reliable roadmap for upcoming products. New 7000 series, Navi and not to forget push into handhelds with much better APU's