CharlesBaker
CharlesBaker
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$Alibaba(BABA)$ BABA is showing resiliance for once. Hope it's the path to equilibrium. Valuation similar to AMZN. Since they are competitors.
$Coinbase Global, Inc.(COIN)$ Shorts desperate to depress the stock price! That’s the beauty of a short squeeze at these price levels no place to budge but straight up!! Hold your shares. Be aware. Big news is coming!!!
$Faraday Future Intelligent Electric Inc.(FFIE)$ FFIE to the Moon!!!! 💎👐🦍🐒🦧🐵🚀🌕💫DiscussionFrom every corner, voices rose,In unity, they dared oppose.The powers that had long held sway,And vowed to make the billionaires pay.With passion fierce and hearts aflame,The Faraday apes, played the game.No longer bound by Wall Street's chains,They forged a path through peaks and plains.
$Advanced Micro Devices(AMD)$ 3 of the 4 segments are guiding for growth in 2H24. The 4th Consoles is under heavy pressure from competitive technology advances. I expect we will hear some news in this regard with some unexpected advances outside the normal console cycle to energize the 4th Console segment.
$Zscaler Inc.(ZS)$ Why wouldn't EricinPDX disclose yesterday if he had covered his short -despite being asked repeatedly- until AFTER the earnings release?We all know why, because now he gets to continue to play pretend! 😆🤡😅😂😂🤣🤣
$Amazon.com(AMZN)$ About 21% of my taxable and 15% of my IRA is Amazon. I am a very careful person and the only other individual stock im comfortable holding more than 10% of, let alone 15 or 20, is Microsoft $Microsoft(MSFT)$ .My only issue with either stock, is really just a regret that I don't hold more.
$ulta beauty(ULTA)$ Actually their balance sheet looks good. The $2 Billion in debt is comprised mostly of non current operating leases, about $1.6 Billion. They actually still have $1 Billion available for buybacks. Currently IMHO they have good support at about $330.
$SUPER MICRO COMPUTER INC(SMCI)$ Think of what is really happening here. On Aug 6, SMCI released their unaudited performance. Now at time of filing, they had to hold off. So what could make them do that - only on thing really, and that would be the refusal of the auditor, E&Y to provide their sign off affirmation letter. So, of course SMCI is going to say we don't expect any material changes, but that's only because E&Y is still doing due dillegence into the cooked books to see how cooked they are. I predict after 2 weeks, E&Y will be fired (or resign) as they will not sign off and a 3rd rate auditor will be selected. Either way, likely additional delay. We know these leaders pushed forward revenue numbers and channel stuffed, E&Y
$Microsoft(MSFT)$ Financial Institutions have accumulated MSFT stocks in recent days. MSFT is under-valued. Be patient. Don't sell. Buy more today; or else buy $480 by December; MSFT will break 52-week high sooner than expected.
$Taiwan Semiconductor Manufacturing(TSM)$ Many TSM customers are waiting in line to get in front of the queue. TSM will do well regardless of NVDA news.
$Tesla Motors(TSLA)$ My average is $48, bought most at the start of covid and holding most of it ever since.Used some stocks to buy my first principal property in Canada.Firstly I’m not selling since I just can’t think of anything else that would give me a better return with minimal risk, secondly because I don’t want to pay taxes on the gains.I might consider buying a rental one day if stars align likely via a portfolio loan instead of selling to not trigger taxes.So likely I never sell since I don’t have to and hence I don’t have any price target since I don’t really care.So that’s a stock I’m going to pass to my kids if Tesla is still around at that time. I enjoy my Tesla Y though and hope the company to withstand the
$Marathon Digital Holdings Inc(MARA)$ Fred is well spoken and is an intelligent man. I have heard him talk many times. Getting to profitability is a daunting task and they need to figure this out rather fast - this halving cycle. Otherwise, profitability will be dedicated on a very high BTC price especially come next halving. He has said often that he believes there will be a switch in ownership of miners to utility companies in the future which makes sense.
$NIO Inc.(NIO)$ This stock is bs. When market is green this will be red, when market is red it will be red. Holding it long term causes only pain. I am hoping it reach 5$ soon and I will be out of this bs.
$Palantir Technologies Inc.(PLTR)$ I guess after following my investment for over three years I kind of think they know what they are doing.Personally I have listened to Alex Karp make promises and then executed on those promises.He never said the stock price would be this or that he simply said where they were headed and how they would get there.He said they were five years ahead of everyone and that has been the case.What they have accomplished in the Government space is incredible and that will produce income for the company for many many years to come.Palantir is now the gateway to the DOD for any software company competing for contracts for Christs sake.Why would anyone lose faith now, everyone else is starting to wa
$Alzamend Neuro, Inc(ALZN)$ i give a good reason why it could be worth a lot more. The game is now changed on the view from nothing to something. Now if their ad drug in phase II is a little something, easily worth 1000 million mcap. current mcap 10. Could 100X. Buy 100 and forget about it. Don't even look at the price for 6 months.
$Dell Technologies Inc.(DELL)$ Man to say the economy is booming and have companies laying off 15k employees wow. I’m not a Dell employee, but I can confirm that there have been recent developments regarding layoffs at Dell. According to a blog, Dell has laid off 12,500 employees as part of a strategic shift towards AI-driven initiatives. it's best to hear from someone directly affected or with more inside information for confirmation.It's definitely a tough situation for everyone involved, and I hope those affected can land on their feet soon.
$Nike(NKE)$ RIP. Nike will touch $55 by the end of 2025. Nike is shit company with crappy management. I am going with Puts on Nike.
$Microsoft(MSFT)$ One year ago this stock was hovering around $320 a share. At that time, if I had guaranteed you $414 a share in one year, you would have gladly taken it. Relax and watch this dog hunt for the next five years.To the whining little short that gave this a thumbs down, come out in the open and tell us how much money you are losing.... maybe the board can benefit from your wisdom.
$Taiwan Semiconductor Manufacturing(TSM)$ Looks like AMD $Advanced Micro Devices(AMD)$ , NVDA $NVIDIA Corp(NVDA)$ , ARM $ARM Holdings Ltd(ARM)$ and others will all be signing contracts with INTC $Intel(INTC)$ to makes its chips for them for the DOD mandate for national security reasons , because it looks like TSM is having trouble building its plant in AZ and it will be to late.
$Ouster Inc.(OUST)$ Give that noggin a shake. Hesai already has 40% of the global LiDAR market share, and generates revenue in 40 different Countries. Its strength is in ADAS where it’s leagues ahead of everyone. Sounds like Volvo needs to talk to HSAI.

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