BobbyLopez
BobbyLopez
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avatarBobbyLopez
05-17 21:05
$Apple(AAPL)$ AppleTV+ could use a bit more content but that's about all. Owning content streaming services isn't very profitable, so Apple won't do that. Netflix struggles at holding subscribers and it's a pain!!!
avatarBobbyLopez
05-17 20:48
$SUPER MICRO COMPUTER INC(SMCI)$ strong institutional and insider ownership kept somewhat of a floor under the stock. kept the float low. easier to squeeze shorts. with more shares in individuals hands all that disappears and shorts can drop this like a rock along with selling.
avatarBobbyLopez
05-17 20:41
$Marathon Digital Holdings Inc(MARA)$ There will come a day, when retail investors who own BTC ETFs will realize that a BTC price of $130,000 only gives them a double from here.In the meantime, they will be making a profit and become more and more comfortable owning BTC.Eventually, they will realize that owning miners is more profitable. When BTC hits $130,000, where do they think miners will be? Certainly, it will not be a measly double - more likely they will be 6x, 7x, 8x from here. That realization will drive a lot of money into mining stocks, from investors who wouldn't have ever touched BTC, much less miners, were it not for the ETFs.When BTC is at $100,000, they will realize it will need to go to $200,000 just for
avatarBobbyLopez
05-16 13:06
$Coinbase Global, Inc.(COIN)$ Looking good for the shorts, today. Longs (like me) need 200 again. It will be interesting to see if MMs step in to save it: the chart is at one of those inflection points where major support (200) and the meeting up of the 20 and 50 EMAs coincide. Usually that can produce a save. We shall see.
avatarBobbyLopez
05-16 12:59
$Intel(INTC)$ It is in the very nature of R&D and technology that progress comes in fits and starts but it is not clear why or how a machine that does not quite do what it was designed to do can be touted as a successAnd how did the department of energy accept the work product? One of the main applications that the DoE labs use these machines for is to validate the operational readiness of the nuclear arsenal; I hope they are not about to certify that readiness only at 87%Also, the system was operational at 89% for the AI test but only 87% for the high performance computing test; those two percent of the nodes, rather appropriately for AI, seem to have a mind of their own!
avatarBobbyLopez
05-16 12:41
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Watch the people with zero confidence and just a little knowledge start to panic about now the new numbers come out every month and it’s the same old thing and the ones with no stock really throw a tantrum GOOGL is in a great position to go higher
$Marathon Digital Holdings Inc(MARA)$ So, EPS for each of the 4 preceding quarters:$ 1.26$0.66$0.35-$0.13Total TTM EPS = $2.14.At $17.11, we have a multiple of 8. Average on the NASDAQ is 20.A lousy multiple of 10 would put the stock at $21.40. The average multiple on the NASDAQ would put the stock at $42.80We need some investors to wake up.The company is only mining around 60%. When everything is worked out, and they are at 50 EH/s, where do you think the SP will be?What a buy.
$Apple(AAPL)$ I wonder how many consumers actually need A.I. The one thing I use it for is Circle To Search and I find it quite useful. It's easier than using Google Lens. I might have a use for A.I. translation software but that's as far as it goes. I hope Apple can improve Siri by using ChatGPT as a front end or some other hybrid implementation. That might make investors take Apple a little more seriously about A.I. I would like to see Apple have a strong local device A.I. solution instead of going up to the cloud each time.
$Novavax(NVAX)$ I really have to hand it to you pumpers you have the PM market volume up as of 6:19 to 1.3mln shares - Wow -How long do you think it will take you redit guys to figure out that this is a bow wow and the volume dries up. (a week?)Nvax has sold its pipeline and is de-emphasizing its covdi-19 vaccineIt has some time now but it should have been raising capital post the news - we will see how good the CFO is - so far I think he should have been fired for cause not having the sense to raise capital when the SP was high - His sales so far have been at 10, 8.6, 8 - and 6.xx - He had a short chance to sell at 10 again - lets see if he took advantage.But the volume is going to dry up, time is short for him - Cant imagine anyone wanting to be
$Palantir Technologies Inc.(PLTR)$ Palantir is a 'fake it until you make it' SCAM. The company under same Alex leadership did absolutely nothing for 17 years from 2003 to 2020, while those real tech unicorns like FB, Nflx went from infants to Giants in the same window of years. The only reason Palantir is now a bigger hype because of the 2021 meme stock wave that made lots of worthless tech companies Billions in cash in owners' pockets at the expenses of diluting share holders value repeatedly, many times, at the 2021 peak hype prices of 40/60.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ My opinion: Google will do all it can to make the Apple deal happen. Google has more to gain for a deal with Apple than Openai and Google has the cashflow to make search more reliable, particularly with ai scams and spams coming.
$Tesla Motors(TSLA)$ While execs and lead engineers are resigning all around him, Musk and the company’s board are instead focused on reinstating his pay plan now worth $45 billion—the largest-ever pay plan for a CEO—after a judge rescinded it earlier this year.
$Tesla Motors(TSLA)$ BP is in talks to buy Tesla charging network in U.S. BP has already put EV chargers in most BP stations in UK. Idea is to sell petrol and electricity. Brilliant! BP Pulse stations across US. Good bye range anxiety! Tesla is streamlining operations. Autonomy and AI/Robitics will be next wave.
$NVIDIA Corp(NVDA)$ The Markets delayed recognition of NVDA’s might and MOAT is a Great advantage for NVDA’s longs, and “opportunistic enterprising investors” — because it gives them a fabulous opportunity to buy more of a Great business at a bargain price — heading into NVDA’s projected “barn burner” Earnings Report!!👌💰🖖NVDA’s partner: SOUN’s 73% YoY revenues GROWTH — disclosed in Today’s AH Earnings Report should provide enough catapult to spark an NVDA rally into its May 22 Qtr Earnings Report! ** * NVDA’s “smart” investing stake and partnerships — in expanding and proliferating — its global AI reach and broad MOAT across consumer business sectors is just brilliant from my investing perspective!
$TENCENT(00700)$ With two consecutive declines, it's clear some folks are feeling uneasy. I get it, the fear of drops. I've been holding Tencent for over two years now, still in the red, but not planning to sell. What keeps me holding on is simple: after comparing with many other companies, I realize it's hard to find a better option than Tencent in terms of making money and rewarding shareholders. Plus, Tencent is about to release its quarterly report. After looking at various expectations, most believe Tencent's trend is upwards. So, let's wait for the results to come in. I wouldn't consider selling until the stock reaches at least 450 Hong Kong dollars.
$Walt Disney(DIS)$ High volume day.. sellers out numbered buyers (obviously). Earnings report wasn’t crazy bad and doesn’t justify today’s losses, but on the other hand we were selling at 110 just a week ago. Oversold. Tomorrow is a good day for some bottom fishing. Peltz may even show up, and push for change. Buy lowA lot of you peeps are so wrapped up in WOKE, and you do not realize that the peeps that own most of the stock could care less about all the woke STUFF. This is a buy based on the ability to keep raising prices on the parks.
$Palantir Technologies Inc.(PLTR)$ All the bears and shorties come scurrying out of the woodwork talking like they know what's going on. When you find roaches you call an exterminator. Pltr will rise again to higher highs. Hey weaklings, don’t forget to set those stop losses. The Tutes are really good at fishiing for them. Hahahaha haha
$MicroStrategy(MSTR)$ After Bitcoin doubles from here to $126,000, then at minimum MSTR would 3x to $3,804. And that's the MINIMUM! Anyone who says otherwise doesn't know what they are talking about.All of the Spot BTC ETFs had positive inflows the last two days. If the GBTC dump of Bitcoin is over, the supply of Bitcoin will continue to shrink, especially after the halving. The halving and GBTC inflows are going to accelerate a rising Bitcoin price, and therefore, a rising MSTR price at a minimum of 3x the rate. GLTA
$Advanced Micro Devices(AMD)$ AMD gears up for AI computing growth with a modular IP portfolio, open software, and strong market partnerships.R&D investment quadruples to $5.9B as AMD plans significant AI announcements at Computex amid Nvidia competition
$SUPER MICRO COMPUTER INC(SMCI)$ All the people that think they missed on earnings are ebtcards. They beat on all aspects. The one you think they missed on was an estimate between 3.7 and 4.1 and it came in at 3.8. So it beat earnings and met the estimates. It did not miss on anything.

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