the daily fluctuations made some gain snd losses for day traders. FFIE $Faraday Future Intelligent Electric Inc.(FFIE)$ had been heavily shorted with 134 M shorted. just want to give you a sense of the craziness. I am holding FFIE with IBKR. the shortees had borrowed 65% of my holding shares to short FFIE, when I did my Annual meeting voting. if only registered for my voting right of 35%. Anyway, I am still a long term holder of FFIE, the prices fluctuations is meaningless, if I decide to be here for long term

SummaryNetflix came out as the clear, and maybe the only winner in streaming, sending its stock to a 140% surge from its June 2022 lows.The scale of the streaming giant is a major competitive advantage, as it reached positive free cash flows, a goal none of its competitors is close to achieving.By leveraging its scale, Netflix should be able to re-accelerate revenue growth, expand margins, and showcase unparalleled free cash flows.I rate the stock a Buy, ahead of what I project to be consecutive quarters of better-than-expected results.wutwhanfoto/iStock Editorial via Getty ImagesNetflix $Netflix(NFLX)$ took investors for a wild ride in the last five years, ending the period nearly flat, as the company fully recovered from a 75% sell-off. Today, a

SummaryTSMC reported a weak Q1 earnings call and guidance because of a dire economy resulting in lower GPU/CPU shipments, revenue, and ASPs.TSMC is impacted by a slowdown in constrained hyperscale budgets in the near term due to the challenging macroeconomic scenario.Strong tailwinds will prevail in 2024 as TSMC increases capex to meet AI chip demand.BING-JHEN HONGOn May 31, 2023, I wrote a Marketplace Semiconductor Deep Dive article for subscribers entitled TSMC: Reconciling Weak Q1 Financials With Nvidia’s Blowout Guidance Claims. In the article I noted that Nvidia $NVIDIA Corp(NVDA)$, which uses TSMC $Taiwan Semiconductor Manufacturing(TSM)$ to manufacture its GPUs for its data centers and oth

SummaryAmazon is focused on lowering its cost to serve in its stores businesses.The regionalization of fulfillment and transportation in the US has resulted in a 20% reduction in touches and a 19% reduction in miles traveled for packages.The company aims to achieve margins similar to pre-COVID levels and believes that expanding same-day facilities will improve cost structures.Daria NipotIntroductionMy thesis is that Amazon $Amazon.com(AMZN)$ is doing a good job lowering their cost to serve in their non-AWS segments. They’re always lowering their cost to serve in the AWS segment as well, but those considerations are beyond the scope of this article. As my June article said, AWS is a powerhouse and a large part of Amazon’s overall val

SummaryModern AI technology relies on neural networks with exorbitant amounts of parameters, a technology which is extremely expensive to develop.This has resulted in there being very few credible AI players that are actually in the market - far less than it may seem.These companies are all known entities and are some of the biggest technology companies around: Amazon, Microsoft, Google, and Meta.Across the pack, Microsoft is handedly in the lead. Yet, the AI moat is such a significant one that I wouldn't underestimate any of them over the next decade.This article details the nature of modern AI technology, the general economics of building it, and the AI capabilities of these scale players.koto_fejaOverview of AI TechnologyThere are far fewer credible AI stocks in the market today than yo