$Apple(AAPL)$ apple is the greatest CONDUIT ever, the reason google pays about $20B ea yr to be safari's default search for access to apple's 1.5B users. apple's cost for that $20B? nothing. apple has approached AI so wisely, like they do everything. apple's comp is spending multi-billions to build data ctrs. not apple. instead, they're offering their big-spending competitors OPPORTUNITY for their AI to access apple users.apple is too big to grow at anywhere near its previous pace when smaller, but much is in place to keep its earnings/cash production flywheel going. apple deserves a premium valuation somewhere within the neighborhood of its current price. i expect it to continue to become increasingly more valuable OVER

$NVIDIA Corp(NVDA)$ Bloomberg: How does Nvidia stay ahead of its competitors?Nvidia has updated its offerings, including software to support the hardware, at a pace that no other firm has yet been able to match. The company has also devised various cluster systems that help its customers buy H100s in bulk and deploy them quickly. Chips like Intel’s Xeon processors are capable of more complex data crunching, but they have fewer cores and are slower at working through the mountains of information typically used to train AI software. The once-dominant provider of data center components has struggled so far to offer accelerators that customers are prepared to choose over Nvidia fare.

$NIO Inc.(NIO)$ Definition Analyst = carrier of misleading messages from the institutions to the investors with the aim of bleeding the investors and the profit of the institutions! No analyst saw the bare shorting happening in the stock, but talked about a low profit margin and a lot of competition in electric vehicles, etc. No analyst has predicted NIO's 45% rally even an hour before it started but instead they cut their stock price forecast just hours before it rebounded! But fear not these guys will reliably inform you of what will happen in 12 months! It's for laughs!

$Trump Media & Technology(DJT)$ every public Trump company has gone bankrupt. Every single one. Not one exception. Fact. Trump himself does not lose money. He pulled $44 million for himself out of his casinos. The other shareholders lost every cent. On the current DJT, Donald Trump gave himself 118 million shares and did not put a dime into the company. Trump is up $2 billion. Shareholders from the day it went public are down over 60%.

$Micron Technology(MU)$ I've done well w/ the MU cycles over the last 5-6 years. Missed out on the top with the AI (tulip) craze and only sold a portion of the stock. Just the other week people were suggesting buying in at ~$98. Glad I held off. Although the top of $153 was so short term (tulip craze) I might call the top at ~$140 and wait for a slightly lower dip. In any event, can't do much harm between $70-78 absent a significant event (e.g. NVDA rejects their HBM). They do seem to be producing a fair amount of new types of memory modules so they are not sitting on their laurels (where does that come from? will have to ask one of the AI products)

$NVIDIA Corp(NVDA)$ $Palantir Technologies Inc.(PLTR)$ NVDA stock splits since IPO.2 for 1 on June 27, 20002 for 1 on September 17, 20012 for 1 on April 7, 20064 for 1 on July 20, 211o for 1 on June 10, 2024So, if NVDA had never split its stock, the price as of Friday would be about $32,905.60 per share.In the meantime, PLTR is building its history in the stock market, and we are riding on it. I know and believe that everybody realizes now which side they put their money on PLTR.

$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer Inc. is going through a tough phase, mainly called a squeeze on margins and cash flow! That’s just the general ongoing squeeze of the very business they are in due to the sector dynamics in a high interest rate environment, where The Federal Reserve “still” has not cut a single time after raising rates faster than the last 40 years of operating the whole interest rate scam. Secondly, getting caught again…sigh…cheating the books and investors!

$Microsoft(MSFT)$ next Thursday we get our dividends... interest rates coming down soon...and we should finish green today...stay positive it's life and only that.. don't read any posts that attempt to insult you...you own stock in one of the largest most advanced tech entities on earth....if msft is slow everything else is too...Yes precious metals, such as mining stocks are up and the medical sector....but no one is running away with it....

$SUPER MICRO COMPUTER INC(SMCI)$ firstly, i am long term bull, but...You may call me unexperienced but this price action to my untrained eye is a prime example of perfect preparation to break the support @ $400 today or at least soon. On contrary, I just don't see how price could break above, say, $470+ or even $500+ before going firmly below $400 first for some time.Colleague Jim said "patience, my friend". It is needed – in abundance.

$Hewlett Packard Enterprise(HPE)$ This could be one of the biggest winners this coming year. We have a very profitable company, trading at a severe discount to the rest of the tech sector. HPE is making several acquisitions that are positioning the company to be a big player in AI. What else do you need, oh that's right, it pays almost a 3% dividend, as well.Come on people, give this company some respect.I need to figure out a way to buy more shares and options.

$SoFi Technologies Inc.(SOFI)$ for the people saying "if SoFi dips under $7.50 again, I'm buying," you literally had 6 months to accumulate below that price level. If you currently think its still undervalued at $8, you should have a full position already b/c the $6s must've been a steal.

$XIAOMI-W(01810)$ $BYD Co., Ltd.(BYDDY)$ If you're gonna dabble in Chinese EV, at least dabble in the ones that are actually profitable and doing everything to be vertically integrated, from the mines to the chips to the batteries to the factories.Which means it's either Xiaomi or BYD. The rest don't have the same level of scale as these two to potentially survive the domestic competition in the next 5-10 years.

$Dell Technologies Inc.(DELL)$ This stock has flipped from strong Bear to Bull and this stock if they get the Blackwell chip intime could produce strong sales in the first quarter of 2025. Here is the reason they will be able to ship an extraordinary number of servers. There are 5400 Data Centers with another 300 currently being built and with 25 Quintilian bits of data being produced everyday Super Data Centers will be required. That is good news for several chip makers that in addition to NVDA there will be strong demand for more chips and the new Apple phone with AI capability ans the Dell servers and their new Blackwell PC will have strong demand as well .Liars that are proclaiming the slow down of semiconductor chip

$NIO Inc.(NIO)$ seems like the trapped short HFs citadel, susquehanna, wolverine etc and their resident low paid boiler room 🤡 employees can’t do basic math. With premium NIO brand EVs pumping out 20k per month, mass market subbrand Onvo will pump out 40k+ per month once ramped up by December. That’s 60k per month and 180k per quarter, and more than the 24B market cap 🤡 Li Auto hybrids. NIO market cap is an absurd $9B but worth $50B minimum including their massive unmatched charging network, battery swap moat with massive tech and royalty agreements and franchise model and massive recurring revenue stream with China mandated battery inspections starting in 6 months (ie nobody will want to own a $20k battery boat anchor EV

$Chewy, Inc.(CHWY)$ This thing already ran up ahead of earnings. Was baked in before this run up chase. I'm taking Cramers advice and not chasing it. Buy on the rumor sell on the news. Should have been a down day with the market lower. P/e ratio of 157 on 3% year over year growth? Lol. I applaud they squeaked out some tiny profit but don't get carried away here. It's strong growth days are behind them.Bidding Schitts Creek GIF by CBC

$NIO Inc.(NIO)$ Suddenly, the funds are diving back into NIO. However, retail longs have built a 50% plus wall. CYVN has 20% and NIO insiders have 11%. The PPS will have to triple to add to the puny 16% funds currently hold. There is little to no chance to own much more, without buying their way in. I'm thinking $17 to $22 might do it

$SentinelOne, Inc(S)$ Tell you the truth we been waiting and waiting for the S Express since IPO 3 years ago and S has done the S Express going backwards since. Meaning if you shorted S the last 3 years you would have been a winner big time. S stock has lost credibility to be a leader in this market sector. And the institutionals have voted for crowdstrike to take that throne. S has to prove a lot to change that view and it will be a very high steep to climb form them.

$Intel(INTC)$ It was not shown in the news in here today for some reason, but the CHIPS and Science Act will give intel $6-$8.5 billion in funding and additional loans, USA is showing good signs to support the development of domestic chip industry

$GeoVax Labs Inc(GOVX)$ The so called management is thankfull for pump, got plenty of options for free of course. The one and the same fund since 7 years is also grateful, made good money. Now shorting to double to money can begin. New bag holders at higher prices welcome lol

$Micron Technology(MU)$ My theory is oversold, but overbought too fast… Do I believe all time highs will happen yes. Until then we are still in new higher lows until further notice. People been arguing with me. Americans took money out stocks, hedges bought it back. Shorts and puts only go so low. As Americans put money back from “4 strong reports” that more than likely altered to be better than reported to ensure confidence. All call options 9 days causing a squeeze. When the put to long ratio becomes balanced towards a new higher expect a possible flip lower of more puts than longs. We short term are in a traders market as geo, election, and “rate cut rumors”. Until these outcomes actually happen then expect a stable market especially to then go l