$NIO Inc.(NIO)$ 40 million plus battery swaps would seem to indicate that it is not so stupid. The versatility in options is logically attractive and baas is a nice cash flow alternative that others would like to have. Just consider the schemes many manufacturers have been trying to use to get regular cash flows without additional cost. BMW - with their heated seats as one example. In those cases, the customer has to pay for the hardware up front without having access to use unless they pay a subscription fee. With NIO, customers can buy the car without the battery and only pay for the option of battery that they need. And a 3-5 minute change time vs 20-40 minutes to charge in ideal conditions is a no brainer.What is your

$SoFi Technologies Inc.(SOFI)$ look I'll be the first to admit the opportunity cost holding so much sofi in my poor people IRA and brokerage account has been disappointing, maddening, deflating, and bad for my ego. But when the tide turns and other sectors dump and sofi the stock is more aligned with Sofi the company I will be rewarded. We will be rewarded. It hasn't been the best investment I've made but the company continues to execute and deliver. Blow after blow punch after punch macro political interest rates manipulation from competition spac offerings acquisitions etc etc. But why am I not shaken? They have navigated ALL OF IT with precision and have exceeded not only my expectations but I think their own. Noto isn

$NVIDIA Corp(NVDA)$ Just Ridiculous!!!! Keep buying!!! I feel like a broken record. These guys were researching AI before anyone thought of it. They are years ahead of anyone else. Their chips are the best and are selling for premiums ABOVE list price. AMD, the closest competitor's chips are selling at discounts. NVDA's AI training is THE industry training. They have the software developed for their chips. Their AI business support services are second to none. They have the whole AI package. NO ONE comes close nor will they for years, and when they do, NVDA will already be leaving them in the dust. Oh yea and the claim of a slowing economy will affect sales, any companies needing cheaper will buy AMD chips, but they are i

$Amazon.com(AMZN)$ after announcing a stock split and a $10B share buyback program on March 9th 2022, the stock jumped +23% in 17 business days after 📈🐂 This earnings report/call might get real exciting at the end of April 👀The Drop Football GIF

$Micron Technology(MU)$ I really hate to say it, but “this time is different” and I expect MU to have a super cycle this time around. Why? As you know, I always look at memories as a commodity and even HBM is no different. As a commodity, the key driver for price, and hence gross margin and operating margin is supply/demand balance. Because of the 3-1 trade in HBM vs DDR, the industry abruptly transitioned from over supply to severe under supply in one year while HBM demand continues to ramp rapidly and DDR demand is recovering. You add to this supply demand imbalance by WFE capex discipline as the suppliers are forced to invest in packaging driven again by HBM requirements. So we are in the beginning of a perfect storm of severe supply demand imbal

$Reddit(RDDT)$ Reddit is the training platform of AI, the potential competitive advantage is huge. Lots of guys are lagging behind the pace of time, the bubble period of AI is just beginning. Except those short sellers, they are merely gamblers.

$Amazon.com(AMZN)$ With less than 2 hrs to closing DJI is down near 480 points. AMZN Is down just 30 cents. To me this would be acceptable for today as AMZN is holding above $180. I dare say AMZN may even close in the green. Hope is truly eternal. Stay positive.

$ARM Holdings Ltd(ARM)$ would love for this to run on next ER, but it wants/needs to bust through this ‘magical’ support and go through a ‘bottom discovery’ process first. It’s running out of juice and being supported on very low volume. Needs to consolidate lower on higher volume in order to have fuel for the next leg up. Many bearish bulls are waiting to get in lower. Also, seems like macro is a bigger factor than anything stock specific.

$Palantir Technologies Inc.(PLTR)$ people who say ai is hype and is over have no clue. Everyone in tech I talk to say it’s being used more and more and they want more . This stock is not just a ai hype it’s being used to help the country! Get a clueeveryone in tech I have spoken to say you can’t even comprehend where it’s going. I know lawyers that are having Ai proofread emails looking for specific information. It’s going to be bigger than we think.

$Meta Platforms, Inc.(META)$ I am short again very recently. I have covered some of my short from above 500, and I am thinking it could fill the gap from February. There is a larger gap down to $400, and I think that this could get tested too.Of course, this technical stuff doesn't really matter that much. Large-Cap Technology has been helped for a lot of reasons, and I think that investors will soon see how the estimates are too high (and the valuations). 18X enterprise value to projected adjusted EBITDA in 2025 is too high in my view.

$CleanSpark, Inc.(CLSK)$ The way I see it, the MC was over $4B a week ago. It’s an even better buy now at $3.35B. They’re on the cusp of 17 EH with 20+ coming soon. They will be flush with cash from the ATM to take advantage of opportunities to grow with acquired infrastructure at advantaged prices to plug in the new machines. When the ATM is done and they announce what they’re doing with the money (and get to 32EH fully funded), this will shoot to $6B in no time. Bullish AF.

$SUPER MICRO COMPUTER INC(SMCI)$ It is unbelievable to me that most people still don't get it. AI is not a "tech" thing. It is an EVERTHING thing. Every government on earth is terrified their adversaries will gain an advantage over them with AI. Same with every company on earth. Every NGO, every spy agency, everyone. Literally everyone. We are the very, very, very beginning of the AI boom.

$Taiwan Semiconductor Manufacturing(TSM)$ I finally bought in a couple of months ago. I'm just so impressed with their capabilities at the 3nm level. They initially viewed themselves as a Taiwanese company appropriately so, but they've recognized themselves as now a global company with their forays into Arizona and Japan. They have competitors, but they're far in advance of them at the 3nm level.

$XPeng Inc.(XPEV)$ The 11 analysts with 12-month price forecasts for XPeng stock have an average target of 17.72, with a low estimate of 8.00 and a high estimate of 25.3. The average target predicts an increase of 130.73% from the current stock price of 7.68.

The way I see NVDA $NVIDIA Corp(NVDA)$ rn is pretty simple. As long as it stays in this bullish trend that began at the start of 2024, it will remain bullish. No if, ands, or buts about it. I’ve seen some people say this could be a potential double top, but the reality is that Nvidia still remains above its bullish trend line. Additionally, looking at the chart horizontally, it remains stuck in the $840-$974 range while our indicators are already consolidating. This, in my opinion, is a bullish indicator, which makes me believe the stock is currently consolidating for the next leg up. It’s going to take time and no stock obviously just goes straight up. It wouldn’t even surprise me if we take a dip below $840 and fall to

$Alphabet(GOOG)$ Google is my largest holding for full disclosure and I do hope they will succeed. I have not sold any yet but that is a HUGE gamble on all the above. Before I had a moat and business plan. Today I have fog on the horizon because it is anyone game but Google is best positioned even with OpenAI first to the party (although not actually as Google has been in AI for years...just held it back from public use in order to not self disrupt their cash cow of google search).I'm usually towards the front end of technology movements as that is the space I operate in. Over the last year, my searches went from 100% Google to less than 1% Google today. I am now using Gemini Pro, ChatGPT, Claude, CoPilot as well as Perpl

$Alphabet(GOOG)$ weeks of DD: earnings gonna surprise a lot of investors Ad spend, Waymo rollout in these new cities, data centers, google fiber, Gemini premium, Ai search, apple (Siri) partnership, google healthcare initiatives, new Ai shopping model, search revenue, google cloud growth, other bets margin growth What did I miss? Didn’t like the woke bs but did like that they came out and admitted wrong Similar story as meta a year ago with ad market/metaverse Google could double after a few good quarters fueled by AI

$SoundHound AI Inc(SOUN)$ if you do actually plan on holding this and you aren’t selling covered calls on pops to collect premium you’re as dumb as they come, meanwhile i will continue shorting every pop, you send it overbought i short more.

$Alphabet(GOOG)$ This could be massive if Google can successfully expand Waymo then license to other companies. The latter being much higher opportunity. The TAM is very very large. I see Waymo as a pilot project for licensing to Uber, taxi companies, trucking, etc.

$SUPER MICRO COMPUTER INC(SMCI)$ Anybody shorting or bearish here is either an idiot meaning below the required iq to even be here or mentally retarded or both. In most cases it’s both. There was a study or bearish people and apparently they are for the most part failures. Some are even pedo.