$Micron Technology(MU)$ AI hype bubble bursting? Look at $SUPER MICRO COMPUTER INC(SMCI)$ . As I said it would, SMCI burst is already happening. Down about 68% from its ATH. MU could be next. My guess is $50 within the next few months, then maybe $10 or so over the next couple of years.

$Intel(INTC)$ 2 big positive events coming up for INTC at any moment: CHIPs bill will subsidize $Billions for Intel fabs & Mobile Eye IPO which will give Intel CFO tens of Billions in cash.Intel has grown revenue for the past 5 years. Albeit the rate of growth is modest compared to other tech/semi companies. But we have to remember Intel’s revenue was $59 Billion in 2016, and $79 Billion last year. Much easier to throw numbers around of a smaller company and say 300% revenue growth yada, yada, yada…..if you grow $3 billion in revenue by 500%, that gives $15 Billion….still way less actual dollars going into the bank vs 33% revenue growth of a much larger number.Under new leadership, new roadmap, MobilEye and massive capacity increases, Intel will

$Palantir Technologies Inc.(PLTR)$ this is not a pump and dump. just be patient. this is a real company with real profits and no debt. a product that almost every company needs or risks being left behind. it's time will come. warren buffet didn't amase his huge wealth by day trading and panic selling. buy good companies and hold.

$GameStop(GME)$ THE WHALES ARE SOAKING UP EVERY DIP ON GME GAMESTOP THAT THEY CAN GET AND ARE LOADING MILLIONS OF SHARES🚨THEY ARE BUYING UP THE $22, $20 & $23.5 CALLS WHICH ALL EXPIRE THIS MONTH🎱GME IS NOT FINISHED AND STILL HAVE A MASSIVE SHORT SQUEEZE TO $150++ INCOMING… 💎🙌

$Apple(AAPL)$ I don't get it. NVDA's $NVIDIA Corp(NVDA)$ PE is 54. And hardly anyone says much about this.AAPL's PE is 34 and the hand wringing is audible.Why isn't AAPL trying to get a portion of NVDA's business? I would think that AAPL's experience making chips would put it in direct line to take on NVDA

$Bank of America(BAC)$ Wall Street bankers have long talked about how higher interest rates will deliver additional revenue from loans and higher-yielding securities.Now that rates are rising, bankers must confront the downside: as yields rise the bonds they already own lose value and erode their capital.For the biggest U.S. banks, this means less excess capital to fund share buybacks. Fewer buybacks mean less growth in earnings per share, which puts more pressure on stock prices. The S&P Banks Index has declined by 11% since the start of the year, almost double the 6% decline of the benchmark S&P 500 $S&P 500(.SPX)$over the same period."You're going to see a lot lower buybacks than you did last year

$Micron Technology(MU)$ Automobile Recovery Global light vehicle unit sales are transitioning from ICE (internal combustion engine) to EV (electric vehicles). Chart 1 shows that the QoQ change in the past three quarters of 2021 of BEV (battery EV) shipments was significantly greater than overall automobile shipments. Chart 1 (The Information Network) Chart 2 shows that BEV + PHEV (plug-in hybrid vehicle) total light vehicle sales recovering by only 4.6% from the crisis year of 2020, the 108% growth of EVs means doubling their market share. (Chart 2) EV Volumes Automobile Semiconductor Growth Not only are vehicle shipments and revenue recovering, but more semiconductors are being used each year, as shown in Chart 3, according to The Information Network'

$JD.com(JD)$ PDD $PDD Holdings Inc(PDD)$ still had a great yoy growth but not so great qoq. Its PE is in the similar range of JD now. Both companies are great financially, but the temu website is so annoying to use (no namebrand products at all, the description is not standardized). I suspect that pdd would be hard to retain the customers and sellersRotation/money flow is coming from PDD into JD. We had the best earnings so far compared with big competitors like Baba $Alibaba(BABA)$ and PDD. Golden opportunity to buy here.

The e-commerce growth stock is on sale. Few growth stocks have been hit as hard in the market sell-off as Shopify. Shares of the e-commerce software leader have plunged 80% in just six months as a combination of shifting market sentiment, slowing growth in e-commerce, and declining valuations in the software-as-a-service sector have all shredded the stock. Even after that plunge, it's still hard to call Shopify cheap. It trades at a price-to-sales ratio of 7 based on trailing results, and its price-to-earnings ratio is well into the triple digits. But buying Shopify could prove to be a smart move down the road. Here are three reasons you should take advantage of the discount. 1. The stock is below pre-pandemic levels Anchoring in the stock market (when you use a previous price to put the c

$DBS GROUP HOLDINGS LTD(D05.SI)$ Insiders were net sellers of DBS Group Holdings Ltd's $DBS GROUP HOLDINGS LTD(D05.SI)$ stock during the past year. That is, insiders sold more stock than they bought.While we would never suggest that investors should base their decisions solely on what the directors of a company have been doing, we would consider it foolish to ignore insider transactions altogether.DBS Group Holdings Insider Tra

$DBS GROUP HOLDINGS LTD(D05.SI)$ DBS’s about-face decision on a retail crypto exchange – canceling its plans to open one by the end of 2022 – leaves us with two questions: Is this another chapter in Singapore’s continued tightening of crypto regulations? And will this stymie OSL, the Hong Kong-based institutional exchange that provides DBS with exchange software? The answer to both is, not really. It’s not a secret that authorities in Singapore aren’t fans of retail crypto trading. Earlier this year, regulators banned direct-to-consumer marketing for exchanges and told crypto ATM operators to turn off their machines. It also put DeFiance Capital, one of the larger crypto funds in the city-state, on an investor alert list because it was “wrongly per

Summary Amazon is the undisputed leader in e-commerce. It has astutely added a considerable amount of fulfillment footprint over the last two years. Shopify reported decent FQ4 results, but its strategic revamp of its asset-light" fulfillment strategy "terrified" investors. We discuss why AMZN stock is the better Buy Now. Investment ThesisAmazon $Amazon.com(AMZN)$  and Shopify Inc.$Shopify(SHOP)$  are both the lead

Some shorts are drawing parallels between Sabizabulin and Lorenlimab following a recently published misleading article by Chris Sandburg in IF. It’s not even an apples to Orange comparison ! This is why.. In March, CytoDyn Leronlimab's Phase III trial, a CCR5 antagonist, failed to hit the primary endpoint of reducing symptoms and missed all secondary endpoints, including if the drug decreased mortality for COVID-19. However, the company placed a positive spin, focusing on a subgroup of 62 patients on mechanical ventilation, arguing that leronlimab caused a 24% decrease in all-cause mortality and a six-day reduction in hospitalization. They then released a second press announcement describing an “age adjustment” analysis alleging leronlimab decreased mortality in older patients. The FDA sta

Big data and analytics player Palantir Technologies $Palantir Technologies Inc.(PLTR)$ stock fell by over 20% in Monday’s trading after the company published a mixed set of Q1 2022 results, with its outlook for Q2 also falling short of estimates. While quarterly revenues were better than expected, rising 31% versus last year to $446 million, adjusted earnings came in at $0.02 per share, missing estimates. While the commercial business continued to fare well, with revenue rising 54% to $205 million, driven by growth in the U.S., investors appear to be concerned about a slowdown in Palantir’s government business, which saw sales rise just about 16% year-over-year to $242 million, marking a slowdown from 80% plus growth levels in Q1 2021. For Q2, the co

Thinking out loud here, and would love to hear from those in the banking/lending industry. I agree that the volume of loans will go down in the upcoming rising interest rate environment, simply because it becomes more and more expensive to get a loan. I continue to hear that this is a concern for UPST$Upstart Holdings, Inc.(UPST)$ , and that their loan volume will decrease and revenue and profits will suffer. What I wonder is will the lower volume of loans at banks actually have the opposite effect for UPST? I can think of two reasons why this lower overall loan volume for banks could be helpful for UPST. 1 - As revenues decrease for banks around loans, their will be greater scrutiny regarding the cost of their loan departments and trying to keep p

Sean Gallup/Getty Images News An unprecedented emphasis has been placed on outpacing inflation. The repercussions of inflation outpacing wage growth and the return on invested capital have detrimental ramifications. If earned income or the return of capital from investments doesn't keep pace with rising prices and escalated costs of living, inflation can significantly decrease purchasing power, which could correlate to depleting savings accounts, retirement portfolios, or increased debt levels. The impacts of rampant inflation can become catastrophic unless an individual is well hedged in a portfolio allocation that can outpace inflation.Today inflation has accelerated to 8.5%, which is the highest level on record since December of 1981. Energy prices increased 32%, while food prices jumpe

If you've been sitting on the sidelines, you have a huge opportunity to buy. Machine trading is absolutely destroying the market. For the past 8 months, it has gotten worse with triggers set to dump shares across the board, no matter the sector. NFLX drops and the entire market gets sold off at the bell. This isn't retail investors, this is all triggered by algo/bots reacting. Stocks like and $NIO Inc.(NIO)$ have nothing to do with NFLX, and they were both up in premarket, but the institutions took advantage to get prices down. There's absolutely no news to cause $XPeng Inc.(XPEV)$ and NIO to drop 7% right now...only price manipulation. Longs have no choice to continue riding through this storm and others take a

Introduction: Shopify's Stock Is In Free-Fall After Q4 2021 Results Last month, Shopify $Shopify(SHOP)$ reported strong results for Q4 2021; however, its stock is plunging as if the company is about to go bankrupt within days. Over the last few months, we have seen massive price drops in small-cap growth stocks; however, a proven tech-titan like Shopify losing roughly two-thirds ($150B) of its market capitalization within a few months (four to be exact) is unreal. I have pointed out multiple times in recent weeks, this market has lost sanity. With that being said, Shopify's price action shouldn't baffle anybody. We have researched Shopify extensively over the past couple of years, and every time our conclusion has been that - "Shopify is a great busi