@Barcode:$Oracle(ORCL)$$NVIDIA(NVDA)$$Advanced Micro Devices(AMD)$ ๐จ๐ฅ๐ป Oracleโs GPU Rentals Exposed: Thin Margins, Big Questions, and a $1 Trillion AI Bet ๐ป๐ฅ๐จ Iโm watching $ORCL sink fast, down more than 7% intraday, after The Information dropped a bombshell report on Oracleโs AI cloud margins. Oracle generated $900M in Nvidia-powered cloud revenue but earned only $125M in gross profit. Some GPU rentals were reportedly loss-making. This isnโt just a dip; itโs a sharp repricing of how the market views Oracleโs role in the AI infrastructure boom. ๐ Market Reaction Oracle shares cratered from $291.59 to $274.89 (-5.72%) in a matter of hours after the report. Intraday price
@Barcode:$Advanced Micro Devices(AMD)$$NVIDIA(NVDA)$ ๐ $7.8M+ in single-leg puts bought on $AMD with $3.4M+ in calls sold. Shares slid over $7 from the intraday high as bearish positioning dominated the tape. Puts steadily climbed throughout the session, surging past $7.8M in premium, while call premium collapsed by $3.4M. The inflection hit late morning when upside momentum faded, call sellers stepped in aggressively, and put buyers drove a decisive liquidity flush. This kind of premium skew, with puts outweighing calls by over $11M, often signals institutional hedging or directional positioning ahead of a potential catalyst. ๐โIs this just short-term hedging or the start of a deeper rotation out of AMD? ๐ข Donโt
@Barcode:$Advanced Micro Devices(AMD)$@Kiwi_G Short term and long term take: $AMD the light purple band is ๐ to hold $168 Higher Fib levels: $170.85, 174.33, $178.50, $180.75 Below $167 and $164.36 C&H on chart from earlier today. As of 4Oct24, $AMD closed at $170.90, with the stock moving higher in after-hours trading to $172.80. The stock has experienced strong upward momentum, increasing by nearly 5% in a single session. While this rally is encouraging for short-term traders, there are several fundamental issues and upcoming catalysts that deserve careful consideration. From a valuation perspective, AMDโs Forward P/E ratio of 50.15 may appear elevated compared to Nvidiaโs 37.05. Howe
$NVIDIA(NVDA)$ Analysts have set an average 12-month price target of $166.23, with estimates ranging from $85.00 to $220.00. Some forecasts suggest the stock could reach $150 in the near term, depending on the upcoming earnings report and market conditions. However, stock prices are influenced by various factors, including market sentiment, economic indicators, and company performance. While positive earnings could boost the stock price, itโs uncertain whether NVDA will reach $150 before the earnings announcement.
$Alibaba(BABA)$ The companyโs stock has experienced a notable rise, currently trading at $126.90, with an intraday high of $129.80. This upward movement is partly attributed to Chinaโs recent economic stimulus measures, which have bolstered investor confidence. ๏ฟผ Despite this growth, Alibabaโs valuation remains relatively modest, trading at 10.7 times forward earnings, which is significantly lower than some of its global peers. ๏ฟผ The upcoming earnings report will be pivotal in determining the stockโs trajectory. If Alibaba meets or exceeds analyst expectations, especially in light of Chinaโs expanding e-commerce sector, the stock could experience a surge. Conversely, any shortfall might prompt a pullback as investors reassess their positions
@Barcode:$Aligos Therapeutics, Inc.(ALGS)$๐บ๐ ฑ๏ธแนณฬlฬคฬlฬคฬรฏฬคsฬคฬแธงฬค ๐ Performance Analysis, P&L Community Share for 10 Tiger Coins, +18.58% in Just 4 Days! ๐ฆ๐บ๐๐๏ธ While exploring Tasmaniaโs scenic vistas, I have been actively trading, keeping a close eye on Aligos Therapeutics, Inc. ($ALGS). Over just 4 trading days, ALGS has delivered an 18.58% gain, moving from $20.95 to $23.70. This trade is a case study in fundamental strength aligning with sector momentum, and I am holding for further upside. Key Catalysts Behind This Investment: 1๏ธโฃ Institutional Capital Infusion โ Aligos secured a $105 million private placement, extending its R&D cash runway and reinforcing investor confidence in its clinical pipeline. 2๏ธโฃ Sector Rotation into Biotech โ Market
@Barcode:$Aligos Therapeutics, Inc.(ALGS)$ ๐๐ฌ๐๐๐ ฑ๏ธ Uอ Lอ Lอ Iอ Sอ Hอ ๐๐ฌ๐ ๐๐ฌ๐ฅ $ALGS, Biotech Breakout with Institutional Backing and Major Upside! ๐ก๐ฌ๐ ๐ Picture this: Yesterday, I found myself immersed in the Museum of Old and New Art (MONA) in Tasmania ๐ณ๐ฟ๐ฆ, captivated by some of the most provocative and unconventional works of art Iโve ever encountered. ๐จ๐ผ๏ธ At the same time, I was actively trading $ALGS, seamlessly merging the frontiers of biotech innovation with the avant-garde essence of contemporary art. ๐ฌโจ After all, why not balance high finance with high culture? ๐๐ In between soaking up MONAโs eccentric vibes and indulging in ocean-fresh oysters, I opened positions in $ALGS on 13Feb24 at $20.95. The stock has already increased 0.44 % above my en
$Verizon(VZ)$ share for community coins. Collected a decent dividend off VZ, thanks @Barcode A competitive Telco area, so decided to deployed funds elsewhere for now.
@Barcode:$NVIDIA(NVDA)$$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ ๐๐ ฑ๏ธUฬฅ Lฬฅ Lฬฅ Iฬฅ Sฬฅ Hฬฅ๐๐ค ๐ฆ๐บ๐ฅ๐ Tasmania Trading: Pademelons, Profits, and Pixel Power! ๐ฆ๐บ๐๐ฅ Up 5.6 percent on $NVDA, trading from Tasmaniaโs pademelon paradise, where AI meets adventure and gains are as wild as the local wildlife! ๐ Forget Wall Street, Iโm stacking silicon-fuelled success while soaking up spectacular coastal views. ๐๐พ Morgan Stanley keeps $NVDA Nvidia as the top pick, "Overweight" rating, ๐ฏ๐ฏ๐ฏ target price $152. Gap fill to $142 next! ๐ฏ๐๐๐ ๐ This AI chip champ isnโt slowing down, itโs full throttle to moon territory! ๐๐ฅ ๐ข Trading smarter, travelling further, and profit-hopping my way through the market. Whoโs riding this NVIDIA rocke
@Barcode:$Palantir Technologies Inc.(PLTR)$$Direxion Daily PLTR Bull 2X Shares(PLTU)$ ๐ค๐๐ ฑ๏ธ Uอ Lอ Lอ Iอ Sอ Hอ๐บ๐ค ๐ The Future of AI Supremacy, Will Palantir Become the Microsoft of AI? ๐๐ง ๐ก Palantir $PLTR opened the day as the 49th largest public company in the world ๐๐๐๐ The artificial intelligence revolution is unfolding at an unprecedented pace, and Palantir Technologies ($PLTR) has emerged as a formidable contender for dominance in this space. Just as Microsoft solidified its foothold in personal computing, Palantir is leveraging its expertise in data analytics and machine learning to define AI applications across critical industries. But the question remains, Will Palant
@Barcode:$Hims & Hers Health Inc.(HIMS)$ ๐ ๐ ฑ๏ธ๐ ๐ช๐ช๐น๐ฒโ ๐ ๐ Hims & Hers Health Inc. $HIMS A Deep Dive into Short Squeeze Potential Technical Precision and Fundamental Dynamics ๐ฅ๐ Iโm closely watching Hims & Hers Health Inc. $HIMS for potential entry positions due to its strong upward momentum, high short interest, and upcoming earnings catalyst, which together create a highly asymmetric risk-reward opportunity. The stockโs recent breakout, coupled with key technical support zones, suggests a strategic window for accumulation, particularly if a short squeeze scenario unfolds. Hims & Hers Health Inc. $HIMS has emerged as a standout growth stock, surging 54 percent year to date, and now sits at a critical juncture ahead of its earnings