I had seen a lot of paid bashers here .. Lot of Games are being played here and these guys talks about the silence of DM. Folks he is busy in his Job . Don't have time to give an explanations to all the Bashers and does not make any sense.. This will not go to basket as u expect.. Will come up at any point now.. I had never seen such a paid shortings and bathers in any other stocks at the Penny Level. Definitely some Big Players are really worried in MULN coming up . Since all thr Dirty Corporate games are being played and those who abandon the ship will regret it for sure.. Am gonna add more .. can't loose the opp . All the best my fellow FolksA good investment...

So here we go guys (Tom, take some deep breaths and remember I am absolutely 100% on yours/AMD’s side here...), there’s something I’ve not seen anyone mention on here and it scares me when this happens. We all know about the recent Intel announced server delay... but that news was out ages ago and yet just broke, what, a few weeks ago? The reason I bring this up is I’ve heard whispers that a similar situation may or may not take place with AMD. Could literally be another quarter or more until we find out for sure, but it’s obviously “easy” to spin bad news that I am slightly concerned will be utilized by the street to manipulate people into selling/excuse for shorting it down irrationally low. We’ve all seen this nonsense too many times in the past to ignore the possibility entirely (remem

SummaryMarathon Digital Holdings stock is in a long consolidation.While there's cause for optimism, there are plenty of offsetting factors.Watch Bitcoin itself for Marathon's next move.OlemediaBitcoin (BTC-USD) has been an absolute rocket ship this year. This, despite a pretty sizable consolidation that is underway since mid-April. Of course, that sort of action takes a number of stocks with it, including those that mine Bitcoin for a living.One such name is Marathon Digital $Marathon Digital Holdings Inc(MARA)$, which is also up enormously this year, but has been stuck since mid-April. The last time I visited Marathon, I placed a buy rating on the stock as there was a bullish setup identified in the chart. That setup eventually invalidated, and t

The Plug Power $Plug Power(PLUG)$ stock price fell by -6.48% on Thursday, 6th Jul 2023 from $10.64 to $9.95. During the last trading day the stock fluctuated 6.93% from a day low at $9.81 to a day high of $10.49. The price has been going up and down for this period, and there has been a 0.71% gain for the last 2 weeks. Volume fell on the last day along with the stock, which is actually a good sign as volume should follow the stock. On the last day, the trading volume fell by -2 million shares and in total, 34 million shares were bought and sold for approximately $338.44 million.The stock lies in the middle of a very wide and strong rising trend in the short term and a further rise within the trend is signaled. Given the current short-term trend, t

Gonna ask this question here as otherwise it'd look like trolling (I'm long INTC).What do you guys think about the current trend of increasing power consumption and decreasing value? My desktop is still sporting an old Ryzen 1700, bought for about $100 three or four years ago. Yesterday, I compared it to the behemoth 5995WX Threadripper. Sure, these aren't "supposed" to be comparable, but still... The TR is 65x the price with 6.5x the performance. About 4x the power consumption. In other words, per watt it's significantly more expensive, though more efficient, and disregarding power efficiency, it's ridiculously more expensive from a strict pricing perspective. Now, a more obvious comparison would be the 1700 to the 7700. Here, we're talking about 3x the price, with slightly higher power c

SummaryAlibaba Group Holding Limited is currently priced at only 8.5x its FY1 pretax earnings.As such, it provides a very asymmetric return/risk profile according to the so-called Buffett’s 10x pre-tax rule (earnings before taxes, EBT).An 8.5x EBT multiple is comparable to ~12% bond yields because bond yields are quoted in pre-tax terms even if earnings stagnate.Any growth is a bonus.Of course, the assumption is that the business has no existential risk, which is a good assumption here in my view.Andrii Yalanskyi/iStock via Getty ImagesInvestment thesisIn the past 1 or 2 years, the stock prices of Alibaba Group Holding Limited $Alibaba(BABA)$ have been largely dominated by news and fear. Despite a large rally since its stock price bottomed near $6

FTNT $Fortinet(FTNT)$ has grown revenues at a 24% CAGR over the past 5 years and has an average profit margin of 18%. Assuming shares are repurchased uniformly throughout the year, over the last 3 years 91%, 12% and 116% of those profits were used to reduce the diluted share count ~3% per year.If they can grow revenues at 20% over a decade, sustain their 18% profit margin and continue to distribute 70% of it through buybacks, applying a terminal multiple of 20 and discounting at 10% you get today's price of $57.Are all your investments bets on sustained 20% growth in competitive sectors? I am not willing to bet on 20% growth.What if they "only" grow at 15% and "only" 50% of profits can be deployed towards buybacks? Then, all else equal, we are alr

SummaryDespite missing consensus estimates, Marathon's financial performance demonstrated significant growth compared to the previous.Regulatory scrutiny and Bitcoin price volatility remain challenges for Marathon Digital's future profitability.The company's commitment to enhancing hash rate and mining capacity, along with proprietary firmware development, demonstrates a strategy for operational efficiency.luza studiosMarathon Digital Holdings $Marathon Digital Holdings Inc(MARA)$ released its Q2 earnings report on August 8. Despite Bitcoin's (BTC-USD) 78% price gain YTD, the mining company didn't show profitability in its Q2 earnings. Marathon reported a 228.5% YoY increase in revenue, and a Q2 net loss of $21.3 million, resulting in a per-s

I used to love staying Airbnb. The prices were reasonable but not so much anymore. For example, I priced out one bedroom apartment for one night and here is the price breakdown:$149 - price $Airbnb, Inc.(ABNB)$ $58 - cleaning fee$28 - service fee$33- taxesThe total is almost $270Hotel cost me about $200 (after taxes)In some instances, Airbnb still makes sense (for example you have a large family and want to stay together and etc) but the reality is Airbnb no longer has an advantage as it did a few years ago.Also, add the fact cities and towns are passing tight regulations and competition is growing, I’m afraid that Airbnb stock is risky.

SummaryWorkday has continued to grow at a steady pace amid darkening macro clouds.As of its most recent quarter, Workday's subscription growth still exceeded 20% y/y; its current-year guidance implies growth only slowing to the high teens.As the cloud juggernaut in both HCM as well as finance software, Workday remains well-positioned to capture a huge global TAM.Profitability is also inching upward, owing to economies of scale.Workday remains modestly valued at ~6x forward revenue.hapabapaThough rising interest rates have significantly sapped the appeal of stocks versus cash, and in particular slammed the brakes on tech-stock multiples, it's important to not completely lose exposure to growth stocks amid the current recession. In my view, there remains a great opportunity for investor

SummaryAlibaba's share price has seen a significant uptick, indicating renewed investor confidence following a potential easing of governmental clampdown on the tech sector in China.Despite pressures, Alibaba has demonstrated resilience and is currently undergoing a process of bottom formation, presenting I think a significant buying opportunity.I expect the company's stock price to rise further if the monthly closing price surpasses $121, making a long-term investment entry at the current level an appealing prospect with low risk.maybefalseAlibaba Group Holding Limited $Alibaba(BABA)$, a titan in the global e-commerce and cloud platform arena, has seen a notable uptick in its share price, indicative of a revival in investor confidence. This resur

lmfao 😆 you longs seriously never learn. mu was supposed to take off after Monday. every analyst said it was a buy and since then it has lagged the market and it's competition. same ol mu. I'm shorting the hell out of it and won't lose. $Micron Technology(MU)$ hammer time GIF

SummaryLucid announced a major capital raise, aiming to raise $3 billion, which caused its shares to drop.LCID is struggling with ramping production and generating sales, leading to significant cash burn.The capital raise will help the balance sheet short-term, but the real issue is increasing production and consumer purchases.hachiwareA couple of weeks ago, I detailed how electric vehicle startup Lucid $Lucid Group Inc(LCID)$ had just reported another awful set of quarterly results. Not only did the company badly miss revenue estimates, but it also essentially lowered delivery guidance for the year. On Wednesday afternoon, the company saw its shares drop again after announcing a major capital raise to shore up the balance sheet.Man

$SUPER MICRO COMPUTER INC(SMCI)$ If you want AI then you need to buy a server with Nvidia or AMD GPU chips. These new Blackwell chips draw a huge amount of power and therefore run hot and need direct liquid cooling. SMCI is in the middle of a huge technology upgrade, and this will be reflected in future revenues and earnings. That is FACT, it's already been happening! The shorts here are crazy, as soon as the air starts clearing around accounting, the stock will fly!