FrankCollins
FrankCollins
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avatarFrankCollins
05-15 14:31
$Intel(INTC)$ I’ve been pretty lucky with my buy prices here. My first was $41, which at the time, was “rock bottom”. After that it was 28 and 25 twice, which I’m grateful for. I won’t lie, they tricked me last month and I bought some 35’s instead of waiting for these prices.
avatarFrankCollins
05-14 17:58
$Intel(INTC)$ Sad that intel is selling stakes in all their factories. Owning 51% stakes means they’ll only have $75 billion worth of assets on their books instead of $150 billion, so the stock can sink to much lower levels to reach book value
avatarFrankCollins
05-14 17:37
$SUPER MICRO COMPUTER INC(SMCI)$ This is a once in a lifetime AI arms race - an AI super cycle - with Supermicro earning ridiculous amounts of money NOW. The new Blackwell chips (which everyone wants and are just now shipping) cost anywhere from 10% to 40% MORE, which bodes well for 2nd half of the year revenues. These chips are very powerful and MUST have liquid cooling, which is fairly new for everyone, but Supermicro has shown leadership - Nvidia engineers are just 15 minutes away from SMCI headquarters. Everyone implies that margins are falling - but they actually went UP last quarter a small amount. They could charge more but they are going for market share - very smart and right out of marketing 101. Quantum comput
avatarFrankCollins
05-14 17:18
$Reddit(RDDT)$ Go to google.com/trends and compare search interest for Reddit and Snapchat. Then come back and tell me how Snap is worth 26 billion and Reddit is worth 9. While you're at it, you might want to compare Reddit with Facebook. Bottom line is that there is a ton of untapped potential here. Probably 50 billion market cap in 2 to 3 years.
avatarFrankCollins
05-14 10:17
$Shopify(SHOP)$ this is a growth stock that is down more than 20%, haha. BCE is doing much better, and it's paying a big dividend. it's better to wait for BCE to recover while getting paid than to own a growth stock like shopify that doesn't even pay any dividend.
avatarFrankCollins
05-13 21:40
$Meta Platforms, Inc.(META)$ 414 was a gift AH on ER. 490 / 50 SMA is next resistance. Sellers are gone here. We got few buys signals (including 5 EMA close above 13 EMA) here and they continue to show good strength. Buyer on any dips.
$ARM Holdings Ltd(ARM)$ Thinking of selling either the May 17 $115 or the May 17 $120 covered calls for next week but I'll be waiting until Monday or Tuesday to do it. The $115's are currently selling for $1.98 each and the $120's are going for $1.07. That's like getting a huge dividend for a three or four day trade. I'm going to wait to see what happens between now and Monday or Tuesday before pulling the pin. I'll probably go with the $120 because at some point, that gap between $109 and $122 is going to get filled. Extremely Bullish on this stock!
$MicroStrategy(MSTR)$ MSTR is going higher. Shorts not only need to buy to cover but also buy more to go long. I wouldn't be surprised to see Bitcoin break $65K again before the close and MSTR to break $1,400 as well. This is still a buying opportunity for people going long. GLTAflying lets go GIF by John Artur
$Li Auto(LI)$ Profit taking by short term opportunists who bought under $25. For everyone selling someone is Buying, looking to sell at a higher price. Should re-test 30's soon then 40's as summer progresses. Ignore short term NOISE.
$Meta Platforms, Inc.(META)$ Holding the gap up, speaks bullish sentiment on the selloff. The technical trader might consider adding on another upwards trend of 5 points, while decelerating in a market drawback might also promote adding to Meta holdings.
$Apple(AAPL)$ The reaction will be extremely negative on Monday. The question is not how much or why he sold. No one is asking the relevant question: is he still selling?WB said he will continue to raise cash through at least June. So you can bet he is continuing to sell.Unfortunately, bye bye 180.I will continue to buy under 170 though. Solid business with huge meaningful buyback. just need to weather the storm
$Pfizer(PFE)$ If you want to lock in this dividend you will have to buy before May 9 2024 , If you want to try and wait until after the dividend , you just might get surprised that PFE does not drop long enough for you to get shares. Time will tell what happens next.
$NIO Inc.(NIO)$ The new EV race is not about manufacturing a reliable good safe long distance EV cars, that is in the past. the current and future race for this industry is about Full Autonomous Driving. which will open gates to Taxi monopoly and transportation. who ever master this service will have multiple times of Uber market cap with no cost for drivers. the cost will be the time in charging , the health of the batteries. does it ring a bell , yes. NIO Swap stations. i was always thought this idea will loss against fast charging. but the race to autonomous driving made me rethink it over about battery swap.
$Taiwan Semiconductor Manufacturing(TSM)$ Agreed with sentiment-TSM is a card to hold. I wonder, given Japan’s economic woes, if this will serve to help or hurt TSM’s investment with them? Conventional wisdom says it’s a win for Japan but is there such a thing as conventional wisdom in this age…perhaps TSM rethinks the deal, trims its investment amount? Thoughts?
$ARM Holdings Ltd(ARM)$ back thru 121 and this runs like crazy. The options for may 17th seem abnormally cheap for how this stock is capable of moving. Those 120s are an absolute bargain and can see 30-40+ ITM buy then if the report goes well…Something to keep an eye on imo🍀🍻Stock Market Moon GIF
$NVIDIA Corp(NVDA)$ nvdy is already going to give a nice monthly div.maybe $2.80 a share now we need nvda to go down to $780 and the up to $880 for the next nice div.just keep repeating this nvdy investors will be very happy.
$Amazon.com(AMZN)$ MSFT strong ER certainly had given AMZN a boost, expectations are for AMAZON to follow suit with a strong ER on April 30th and further ascend in stock value, therefore $200 is not out of the realm of possibility within the fist couple of days in May.
$Advanced Micro Devices(AMD)$ AMD will most likely beat estimates and whisper nums, but the key component will be how much GPU market share AMD has currently taken from NV. The other important key will be increasing 2024 GPU revs guidance to greater than 3.5b.
$Riot Platforms(RIOT)$ Riot was at $73 while bitcoin was at $48,696 on February 15, 2021. This was RIOT's all time high. So yeah, it's very disconnected from bitcoin when it really shouldn't be. If Bitcoin goes up, RIOT in theory should also rise. The reason it doesn't is because the management has been dilluting shares for more "mining equipment" and paying themselves exorbiant salaries and bonuses. Shareholders have not seen any benefits yet from those investments, which in my opinion seem overpriced and makes me suspicious of whether that's where the money is going. Are they pork project investments? I can tell you however that a BIG portion of the company's revenue is going to the CEO and BOD in the form of compensation, bonuses, and salaries.
$NVIDIA Corp(NVDA)$ nvda drop is an orchestrated wall street manipulation. why do you think call volumes shot up as price came down. don't be an ignorant panic seller who ultimately will watch nvda go to 1000 and split with no shares.pizza eating GIF by TLC Europe

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