RalphWood
RalphWood
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$Micron Technology(MU)$ Probably the Capex spending from both GOOG and MSFT beating the street in a big way will lead to more purchases or higher prices from MU. In short, Meta going to be indirectly sending a lot more money than expected into Micron Technologies pockets. That’s comforting. I Guess the smart money sold meta and will be buying NVDA and MU dip. I’ll take it.
$CleanSpark, Inc.(CLSK)$ CLSK is my biggest holding among crypto related stocks. Another BTC miner I like and adding is IREN. They will have amazing growth this year. Just like CLSK, they will triple their hashrate by end of 2024 compared to a year ago plus the expansion plan is fully funded.I think there may be some transactions happening post halving. So, should be a great time. I can also see a large enterprise buying a BTC miner as well. Which would be a fun thing to happen in the industry
$Alphabet(GOOG)$ GOOGL has an incredibly high market share in search, any kind of disruption of GOOGL's search business could cause serious trouble for GOOGL. And I am not talking about erasing like a third of profits, but rather erasing nearly all of GOOGL's profits. The possibility of disruption is there and it would be disastrous for GOOGL.
$Meta Platforms, Inc.(META)$ Investors should be buying this stock up like there's no tomorrow.The tiktok ban bill is now CONSOLIDATED with the foreign add bill. This will make it guaranteed to pass now. Don't see how the market is missing this. Should be up 5% min. Reels is going to explode.
$Netflix(NFLX)$ nflx got a one time bump with the password change but that is over. going forward they will have a two front headwind. subscribers have already started leaving due to higher cost and commercials and potential new subscribers are going elsewhere due to cost and choices. NFLX made a conscious decision to change their metrics not because they were positive. there is a good opportunity to buy puts at $350 (in increments if over a shorter time period) as the share price settles around $350. Alternatively shareholders who want to stay in can and should look at at the money or below covered calls.
$Meta Platforms, Inc.(META)$ One year ago Meta's sp was $212. Today it is $506. It's 52 week high was $531. The AI boom was kind to Meta. Unfortunately, I believe it is time for it to retrace a bit, just like the others. The run-up before earnings is a clear enough sign for me, and for some reason the little voice in my head is telling me a $510 sp is the spot to buy put options. Good luck to all!!!!!!
$Netflix(NFLX)$ The reason they won't report is because if you look at the charts they're not expected to grow for a year and they know numbers will go down. They said they will report only when they hit milestones so basically they wont report when numbers are bad and only report when they feel like it. Thats why they deserve to be sold off.
$Meta Platforms, Inc.(META)$ Ahhh Here the shorts go again getting there 3 minutes to speak as we pull back a couple of bucks. Remember this thing is like a spring . Push it down a bit and you know what happens.... I love a good buying opportunity.... Im loading up . AGAINI'm up 400% from 103 bucks . Looks pretty good to me. Maybe bears should take short term glasses off. This is a buying opportunity. Looks real good. ... We are headed over 600 then North from there.
$XPeng Inc.(XPEV)$ Crazy how nerds come in here and mark stocks as bearish just bc they think that they are going to dip. Absolutely insane. These are the same losers who sell when they are down 10-20 percent. Also the same losers who buy put contracts and pray to god that the stock dips lmao.
$Destiny Tech100 Inc(DXYZ)$ the CEO did sell 5 million in stock at 24 and some change. he still owns over 1 million shares. this has big swings up and down. even if they are offer 1 billion more in shares and they are buying more start ups, im not concerned. i will be really concerned if the CEO sells all his shares.
$Tesla Motors(TSLA)$ musk doesn't look so stupid isn't it? He forsee ev space crowded with so many companies and flooded Chinese companies. He push for FSD and robotaxi. Frankly model 2 is just another model to cat fight with all the different china brands. Rather he is creating a different space for tesla. Fsd. Robotaxi...energy storage....data collection will be huge... Optimus coming as well...he just need to properly push all his plans out during ER nxt week
$Taiwan Semiconductor Manufacturing(TSM)$ There is a saying, 'Fool me once, shame on you; fool me twice, shame on me!' This is how earlier investors feel for not having bought earlier because of illogical fear-mongering arguments made by the talking heads, with reasons ranging from geopolitical concerns to intense competition to what-have-you, in order to keep them away from the shares. And now that finally, all those talking heads have proven to be wrong, there would be no way for them to let go until TSMC joins the trillion-dollar prestigious club!With NVDA at $2.1T market cap, and TSMC at $750B, NVDA needs to crash to come under $1T, OR TSMC needs to rise to a minimum $1.2T market cap.Rating upgrade to STRONG STRONG BUY
$Mobile-health Network Solutions(MNDR)$ Wow!! Those that jumped on the pre-market train in UPS today got a serious shalacking as of right now. About an 8-9 point swing in the stock price. Incredible! The current CEO needs to take a hike and until she does don't expect anything good out of this company.missile yemen GIF by euronews
$Marin(MRIN)$ This is going to climb unbelievable. Hold hold hold gentlemen. This little stock goes from 308,000 average volume to over 200 million in one day.The stocks I’ve seen recently that have done reverse splits usually double every day for the first few days of the reverse splits for some reason. If it doesn’t do well from this price, I would hold onto it until it does the reverse split.
$Alphabet(GOOG)$ Go woke, Go broke. Google is at a great place, with all the data (YouTube, G Search, snooping into gmails etc.) but the fact they are poisoned by DEI & will suffer from a permanent 'Lack of Trust' & it would be hard to regain it in Consumer Gen AI unless they can somehow turn their giant 'cultural ship', which is unlikely. Google is currently like the 'Tech Eye of Sodor' & is on a slow path to loosing out. If you think Google can win in Enterprise GenAI, look no further than GCP, despite spending/ subsidizing Billions non-stop for the last 10 yrs, & touting its Data & Analytics capability niche, they barely made inroads into AWS & Azure marketshare, They could not even dislodge IBM
$Palo Alto Networks(PANW)$ It sounds like they beat out PANW for some contracts, it appears CRWD system easier to setup and they also dismissed PANW’s strategy of giving away services to gain customers as nothing new.I own both of these and I’m not an IT tech person. Hopefully PANW still does well. I know they have good products because a good friend of mine uses them and includes them in his cybersecurity packages.
avatarRalphWood
2022-05-23
$Alphabet(GOOG)$ I would think Google spun into several companies would be worth far more than Google in it's current form. The at&t split created huge profits. Split it up lets unleash hidden value plus 20-1 split value.
avatarRalphWood
2022-05-23

Better Buy: Apple vs. Alphabet

Which resilient tech titan is a better investment right now? Many tech stocks tumbled over the past few months as rising interest rates and other macroeconomic headwinds sparked a retreat toward more conservative investments. However, a handful of resilient blue chip tech stocks withstood that sell-off a lot better than the speculative growth plays. Two of the most resilient names were Apple $Apple(AAPL)$ and Alphabet $Alphabet(GOOG)$ . Both stocks pulled back about 20% this year but outperformed the Nasdaq's year-to-date decline of nearly 30%. They also weren't crushed like the hypergrowth tech stocks. Should investors buy shares of Apple or Alphabet right now? Let's evaluate their core businesses, near-term c
Better Buy: Apple vs. Alphabet
avatarRalphWood
2022-05-13
In total, it does look like Ascendas Real Estate Investment Trust has some positive aspects to its business. Namely, its significant earnings growth, to which its moderate rate of return likely contributed. While the company is paying out most of its earnings as dividends, it has been able to grow its earnings in spite of it, so that's probably a good sign. With that said, on studying the latest analyst forecasts, we found that while the company has seen growth in its past earnings, analysts expect its future earnings to shrink.$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$
avatarRalphWood
2022-05-12
Subway no longer sells a $5 foot long, but pretty soon you can get a share of PLTR$Palantir Technologies Inc.(PLTR)$ for just that!

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