WalterD
WalterD
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avatarWalterD
10-31
$Palantir Technologies Inc.(PLTR)$ the only argument tht they put forward for their 40% drop is the bogus valuation argument- valuation is a measurement of a company's worth-this company has a bottom line of 25%- name me another saas company tht has a 25% bottom line-
avatarWalterD
10-31
$NIO Inc.(NIO)$ Who is going to put serious money into NIO if Trump or any other president can come and say anytime that they ban Chinese stocks? By buying it you don't even own the real stock, just an ADR. This is a joke not a stock, nobody will put money here. Funds stay away for a reason
avatarWalterD
10-30
$Meta Platforms, Inc.(META)$ Heading to $700 next week for sure. After this week's blowout beat and raise, and once the Emperor gets voted back in next week, this thing is going to the moon! Get aboard or get out of the way. Either way, this is poised for a massive melt-up!!
avatarWalterD
10-30
$Advanced Micro Devices(AMD)$ What is ZT systems value? IMO 1 + 1 >> 3. There is no doubt in my mind AMD will close deals valued greater than 10X this years AI revenue. It would be a mistake to get too caught up in what will seem like chump change before long.
avatarWalterD
10-30
$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ Are we surprised that AMD lowered guidance? After all, they did reduce its orders of chips from TSMC for 2025. This was due to uncertainty about demand for the MI325, a competitor to Nvidia's H200. Why would hyperscalers want the equivalent of the H200 from AMD when Nvidia's far superior Blackwell is available. So, AMD reduced orders from TSMC while Blackwell is completely sold out for 2025... insane demand. TSMC production capacity that was reduced from AMD is picked up by NVIDIA. This means more revenue for NVIDIA in 2025 with possibly an even larger market share. The ER next month will set up what will be a monster 2025.
avatarWalterD
10-29
$XPeng Inc.(XPEV)$ Don’t keep stock overnight. No reason to be up, sales were in the bottom again. Be careful with your hard earned money. Too many people lost a lot of money with this stock. Always take profits or you’ll regret it.
avatarWalterD
10-27
$Palantir Technologies Inc.(PLTR)$ Retail owns more than institutions. They aren't getting burned. PLTR is only going up in time. The only people getting burned are the shorts and the impatient, nervous, weak handed, quick sellers on dip day weasels. The rest of us are making bank.
avatarWalterD
10-27
$NIO Inc.(NIO)$ It is all about market sentiment. Once that will turn around, NIO will take off! NIO is a very disruptive company! Their solid business model is simple, serve the users with the best advanced technology and service possible and the success will follow! NIO is the only EV maker with battery swapping technology option and after over 55 millions proven swaps, NIO is in the driver seat now! American media has been relentless on NIO in the past 3 years, but this all will change as NIO’s business model will drive the company into profitability in 2025… and sentiment will change in the media and even the investment communities on NIO!
avatarWalterD
10-26
$Microsoft(MSFT)$ $NVIDIA Corp(NVDA)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ Sold yesterday. Don't hold this over the weekend as the AI bubble is likely to burst next week. No AI software companies will ever make money with the billions they invested in the hardware and technology that would go obsolete in 2-3 years. The expensive NVDA chips today will be a dime a dozen in 5 years. MSFT struggle to find users on CoPilot even when it's free. And forget about google and META AI tools, they are free and even less people use them. MSFT, GOOG, META will miss huge due to AI expenditure but no
avatarWalterD
10-26
$Tesla Motors(TSLA)$ So many attempts to tie Musk to Putin without a single bit of evidence. Just like their lies about Tesla's imminent bankruptcy, these are empty, desperate attempts to slow TSLA fast rise. See all you shorties at $1000 soon.Tesla model Y is the most American made vehicle. Buy is the most American made brand. Buy American made, buy Tesla.
avatarWalterD
10-25
$NVIDIA Corp(NVDA)$ What comes next? NVDA will be added to the DOW. When that news hits it is inevitable that NVDA will have replaced Intel. NVDA will have already passed Apple as the most held stock in the world. My congratulations to all the Longs 👍
avatarWalterD
10-25
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI is in violation of listing requirements. Simply pull up the ticker and there is a cautionary listing violation icon. Along with the DOJ investigation, and a probable class action lawsuit, SMCI is in deep trouble. This is the second time they have had serious charges leveled at them. They are a dirty company. Just ask their former CFO....
avatarWalterD
10-25
$SUPER MICRO COMPUTER INC(SMCI)$ We will make Shish kabob from the shorts. Just wait for end of next week. All bad news are priced in. The only way is up n up. Smart moneys are buying everyday. A very solid low base is already in place. So by end of next week after earning, we will fly to the moon. Just like yesterday on short squeeze on TSLA, we will fry the shorts.
avatarWalterD
10-25
$Advanced Micro Devices(AMD)$ The moon and stars need to align for AMD to hit $200 by year end. First, and most important, AMD needs to exceed estimates and raise forecast next Tuesday. The stock could rise 10% if this happens. Secondly, if Trump wins the election the markets overall will rise, which could move AMD higher by another 10% by year end. Lastly, if AMD does in fact raise forecast for Q4 and Q1 2025 investors will move their $$ into AMD before year end, which could move it an additional 10% higher in December. Everything hinges on next Tuesday. AMD must soundly beat estimates and raise forecast for the stock to have any chance to rise 30% and see $200 by end of 2024. AMD will sink if it the earnings next week a
avatarWalterD
10-25
$Apple(AAPL)$ If you are a long term investor, just open up the time line and look at performance over 6 months, 1 year and 5 years. You are doing great. Ignore daily movement. AAPL can make dramatic daily swings, but over time the trend is clearly robust performance.
avatarWalterD
10-24
$NIO Inc.(NIO)$ $Tesla Motors(TSLA)$ Just saw that Tesla improved its gross margins by more than 4% sequentially. That's a huge number and bodes very well for Nio. China revenue was also stronger than expected for Tesla, which is another great sign for Nio. Feeling very relieved after the Tesla ER. Go Nio!
avatarWalterD
10-24
$Meta Platforms, Inc.(META)$ I believe we get a mag 7 sweep this earnings season and yesterdays drop was manipulation for whales to get in and load up. Not sure manipulation is over yet but doubt this will continue so close now. No reason at all for yesterdays selloff news wise.
avatarWalterD
10-23
$Tesla Motors(TSLA)$ TSLA missed ER on the last 3, 4 qtr but NOT this time. CyberTruck and Model3 saved the number. They beat the numbers but most of important thing is that the forecast for 2025 will be very rosy ones …. 250 by Friday !!!!!!
avatarWalterD
10-23
$Alibaba(BABA)$ Once again, bears keep saying if Trump wins it will be worse for BABA. Guess what? BABA was down under Biden's command over the last few years. In 2018, when tariffs were first brought, BABA eventually hit an all time high.So no, BABA won't go down if Trump or if Harris wins. BABA's core business is mainly in China. All BABA need is China's economy to improve, nothing more. Which is a matter of time until it does, with all the bazookas the Chinese Government are currently launching.Do your own DD, cause here the only thing these "analysts" will bring to you is smoke and mirrors.
avatarWalterD
10-22
$Advanced Micro Devices(AMD)$ This thing just got started not expected to peak until 2030 at which point AI will have added 15 trillion in market value. We are in the first inning. Nobody’s perfect if nvda stumbles for any reason, AMD will be the first hyper scalars look to

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