$Micron Technology(MU)$ 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

$BABA-W(09988)$  The view that the low point may be behind us and that a substantial upward trend could be near is being reiterated.