$SUPER MICRO COMPUTER INC(SMCI)$ Margins have come into focus: What happens to margins here is critical, and net profit dropped, gross margins inched up a very small fraction but costs increased and capital spending increased a lot, so net margins are dropping from 7.92% to what next few quarters. 7-6%? Cash burn and huge inventory expansion right here is crazy with a risk off market!

$Direxion Daily FTSE China Bull 3X Shares(YINN)$ Last time I cheer leaded YINN, it tanked for a couple weeks 😑. Now, it's back to where I started, so yaaay break even!! 👍 - Like most folks, just flipping a coin here and hope a beaten down China market can at least fire-ball-dragon it's way outta it's economic corner it's been in for possibly too long now. 🔥 🐉

$Taiwan Semiconductor Manufacturing(TSM)$ TSM>  Meta to "accelerate infrastructure investments" for AI, raises Capex to $35bn-$40bn. Zuckerberg said Meta "should invest significantly more over the coming years" in AI.   hmmmm..  I wonder who’s building their custom AI chip for them?  Meta is going further down the road with their custom AI chip rollout for their major platform shift centered around AI.  Google, Microsoft, and Amazon are on similar paths.  Whether Nvidia or AMD chips are effected by this dynamic doesn’t matter because at the end of the day TSMC is building these high value custom AI chips for ALL of the above.  Qualcomm and Intel are also going to add more of a ca

$Tesla Motors(TSLA)$ Elon just fired the entire Tesla Supercharger division. Now the cluelessly desperate Tesla-bashing money-losing shorties are hoping & praying that Elon will now fire the Tesla EV, Tesla AI/Robotics and Tesla Energy divisions.Happy Cat GIF by Kitaro World

$Alibaba(BABA)$ Baba has traded in the $68 - $77 since December. Why is this time different and potentially above the $77 resistance is many china stocks JD, tencent, Hang Seng are at all time high YTD. I think it will stay around these levels until the earnings and them higher after that,Lana Del Rey Yes GIF

$Apple(AAPL)$ Big G successfully claimed 2T landmark and established it's allocation of 2T+ company. To reclaim 3T APPL has to cross $194 after earning. Sounds too far at this point but if we cross 177 just before earning and better than expected ER could easily give us 5-8% push and following week 194+ is very likely. I am hopeful and we will see how it goes.Kelly Clarkson Singing GIF by The Voice

$Intel(INTC)$ INTC going to pink sheets? $7b loss will use up cash in a hurry. 30% market share loss does not comeback so easily. New lithography equipment will take time and INTC does not have good track record for delivery on time and budget. In fact, Gunslinger has a track record of over promising and under delivering. IMO, company acts very much like a crown corporation.

$AMC Entertainment(AMC)$ moviegoers are not returning to theaters. Worldwide box office revenues only hit $7.4 billion in 2023, down from $11.9 billion in 2018. A slow start to 2023 (Barbie and Oppenheimer notwithstanding) means this year’s take might barely hit $10 billion. Instead, viewership has moved to streaming services and TV.

$Sea Ltd(SE)$ Macro headwinds blowing strong last week. Block out the noise and keep adding on any market driven panic sell off. Don't even think about selling yet. Hold for lucrative gains.Bullish engulfing candle forming. This is headed to mid-60s prior to next ER. DO NOT SELL. Let your winners run. Hold tight for lucrative gains. This is a triple digit equity, folks.Bitcoin Crypto Meme GIF by Bspin

$XPeng Inc.(XPEV)$ $Tesla Motors(TSLA)$ Tesla is cutting down on staff, and Xpeng is hiring 4000 people. Tesla has put the Model 2 on hold, Xpeng is launching their cheap car this month. Model Y is the best selling car in Europe right now and G6 is same size, better quality, more range and will be cheaper. Not to mentiom the flying cars, still very bullish. Buying more.. hold to 2026.

$NIO Inc.(NIO)$ $XPeng Inc.(XPEV)$ it's not undervalued, they sell less cars than the others they are losing millions, and the cars price are half of the competition. Those buying now are going to sell when and if the SP gets to 9 dol and take home a 40% profit and the stock is going to drop again. It happened with Nio trading at less than $4 dol today. Chinese stocks are the worse investment right now and it's not going to change any time soon.

$iShares Bitcoin Trust(IBIT)$ It's not hyping, just tell the truth. AND there are NOT 20 million BTC in circulation, there are only 6 million. Yes, 20+ million have been mined but 14 million are either lost forever (mostly lost passwords, "orphaned") or are in their ORIGINAL wallets and have NEVER MOVED, even once, so odds are they are that way for much the same reasons. Unless some of these are sold and break the ice jam, odds are they will become orphans as well. lost and not usable FOREVER. HOORAY FOR US!

$Palantir Technologies Inc.(PLTR)$ I still believe PLTR is a great company. I am fully convinced it will beat expectations in Q1 2024 report by hundred miles. Taking into consideration the big bet to take the stock down to 20 or less, we longs could see some painful days till May 6th. Then towards $27 My recommendation is that if you have to average down , do it. It helps when it goes up.You Are The Best GIF by Wintershall Dea

$Reddit(RDDT)$ reddit users be like: [LOL][LOL]

WTH is going on with $WUXI APPTEC(02359)$ ? [Surprised][Surprised] dragged down the whole hk market… $HSTECH(HSTECH)$ $HSI(HSI)$

$Alphabet(GOOG)$ There's a significant red flag waving if we slip below that crucial $137.47 mark. 🚨 Picture this: if the stock takes a nosedive past that point, it could be like navigating a stormy sea without a compass. 🌊💔 Brace yourselves and stay alert, because breaching $137.47 might just set off a cascade of challenges for our beloved Google stock.

$C3.ai, Inc.(AI)$ Alright, so $AI is giving us that nail-biting, heart-pounding vibe as we inch closer to earnings next week. It's like being on a tightrope, balancing between excitement and anxiety. Every tick of the clock feels like a drumroll, building up to a financial crescendo. It's that moment when you're holding your breath, hoping for a bull run but preparing for any curveballs the market might throw. It's like standing on the edge of a financial cliff, with the abyss of uncertainty below.

$Palantir Technologies Inc.(PLTR)$ $SoFi Technologies Inc.(SOFI)$ Congratulations to the guy that sold 100% of $PLTR to buy $SOFI before Q3 earnings… I see people celebrating today up 2.68% while Palantir down 0.56% today Don’t forget to zoom out as far as you can go after you’re done your celebrationsImage

$Tesla Motors(TSLA)$ $TSLA few companies are growing revenues over 30% and earnings over 40%. EV adoption is still growing. TSLA is cheap based on growth rates, margin bottom, cost reduction, govt subsidies, fsd, coming cybertruck, charging network and stations. Overall what’s not to like.