$NVIDIA Corp(NVDA)$ Nvidia CEO said Nvidia will release a more powerful GPU each year so that in 10 years, the GPU will be million times more powerful than today. At that time, AI will be able to constantly learn and generate on the same chip.It's possible: 5 times increase in compute per year, compounded for 10 years is: 10 millions times!So he's not Joking.

$Coinbase Global, Inc.(COIN)$ Very nice recovery . Shows the strength. Other Tech earnings could be a disaster and market will continue to tank. BTC might take a correction as well before the bull run. Evern if this goes to 40% down, we know that it will come back. Hope MSFT will do well today or red again tomm.

$Amazon.com(AMZN)$ a wise investor stands far from Amazon because those who bought on Amazon said that its prices are higher than anyone so I think that no one is willing to pay more if other websites sell for 15-20% cheaper

$Alphabet(GOOG)$ I find it highly unlikely that GOOG will break this trend that’s taken place over the last 12 months. With that in mind, we’re near the top of the trend and have already seen it reject that resistance, so I expect a pullback to that $140.00-$142.38 support level near-term. Remember, the trend is your friend.

$Alphabet(GOOG)$ Google needs a new CEO. Being reactive to things the company was made aware of 6-12 months earlier is too late. The damage will be multiplied. He lacks fore-site and common sense. A lot of his currents assessments should have been made months ago when the writing and warnings were there. Then he ends up scrambling and grasping at straws to try and correct what should have already been done.

$NVIDIA Corp(NVDA)$ if you think that entering at 400-500 will give equally rapid profit like the last time, it won't. the surprise and craze factor is gone since everyone will be expecting the same performance. this will stabilize around 500-600.

$XPeng Inc.(XPEV)$ Xpev software is not even close to Xiaomi who has the best is not even a close competition. This is not a software company, this a car company that sold an average of 236 cars a day from January 1st to April 14, to be more precise 24.6K cars in the last 104 days, down from 666 cars the 4th quarter 2023. They are selling 430 cars LESS each day. Be careful with your money, next quarter report is a month away and the numbers don't look good.

$Taiwan Semiconductor Manufacturing(TSM)$ Buy the dip! (But not yet. It will probably go down further before it goes up.) TSMC is what some investors wish Nvidia was. It holds a near-monopoly on modern chip manufacturing and is likely to benefit from any AI boom. And their P/E ratio is good for a growth stock.

$Palantir Technologies Inc.(PLTR)$ I've bought at every single digit, starting at $10 and ending at $24. May 9th will be my one year PLTR anniversary. I remember when I paid $14, thinking that I may have paid too much. The same at $19, and the same at $24.25. As it turns out, there's no such thing as too much. This is a gift that keeps on giving. You just have to ignore the noise, and move forward.

$Salesforce.com(CRM)$ Informatica’s EV is $13.5B Pros: 1) Data resides in silos across different IT systems. Salesforce w/ Informatica could better help customers govern, clean, & make their data available - help competitively entrench Salesforce’s AI Data Cloud in companies’ analytics & AI road maps. 2) Salesforce revs growth contracting - has an appetite for large deals to refuel the cross-selling engine 3) Data management software is now most often sold as a component of mega-vendor tool kits 4) Salesforce has $15B in Total Cash Cons: 1) Informatica founded over 30 years ago & has large install base & network of partners 2) Informatica to grow +7% in FY24 - slightly dilutive to Salesforce’s growth rate 3) Informatica valuation ha

Spruce Point is out with an "update" of their short report from last year, just repeating the same tired old arguments. C3's cash is declining. Well yes, C3 did an IPO to raise the money they needed to grow the business, and now they're growing it - opening sales offices around the world, and opening a product development center in Mexico. They're spending money now to grow the business in the future, that's why they did the IPO. They've said that their cash will not go below $700m, so there isn't any problem, but of course SP never mentions this. C3's sales to the Defense Dept are up 100% year over year, but of course SP never mentions this. Shell has said that C3 products have been a game changer for the company and that they're getting billions of dollars of economic benefit from the pr

I’m one of the most bullish on this company but recently I’ve been sorta bearish but for good reason cuz we are coming close to the end of q1 with no complete test flight but now they’ve done a ground test , and mother ship sky test I really think we are going to see a full test flight mid / end of MarchIf we stay around here I see 6-11/12 once announced if successful ( which all flights have been on weekends) I see closed from 12-18 and maybe hitting 22 for the week but settling around 17-20$( this is being very realistic and not including short covering)$Virgin Galactic(SPCE)$

18 million additional shares were shorted last month - now you see the reason for the continuous decline last month. That's in addition to 9 million in the prior two months. So we have a total of almost 30 million shares that were shorted in 3 months and all will have to cover, setting the stage for a short squeeze that will take BABA to triple digits, where it belongs. Hang in there and if you have additional capital, keep buying - anything below $100 is a gift.$Alibaba(BABA)$

profit taking AH. Solid earnings and good numbers they are still expecting growth for next year. Upstart cited a weaker forecast but it went soaring in cash session today.$Shopify(SHOP)$

Coinbase will be “acutely pressured in the near-term” as its retail customer base trades less frequently in the bear market, but the company has staying power due to its healthy balance sheet with over $5 billion in cash, it's proactive approach to regulatory compliance, prudent risk management and its legitimacy as a publicly listed and audited company$Coinbase Global, Inc.(COIN)$

one scary detail about ENPH is the GAAP adjustment relative to stock based compensation. in the 2022 q4 financial data this has eaten up a massive (30%+) part of EPS. Does anyone hold a view as to what we can expect in the future in this regard? Will this expense drop a bit? If such compensation will continue to cost a good part of the profit then this stock is garbage. Additionally this stock appears to be an institutional playing field with implied uncertainties.... any insight would be gratefully appreciated. good underlying business overall but some quirky details.$Enphase Energy(ENPH)$

I used GRAB every day, dozens of times in the past two months. It is an efficient app. I only use it for cars, but I see their green logos and fridge boxes on delivery motos all day, every day. GRAB has to be an acquisition target, maybe by DIDI? Perfect fit.$Grab Holdings(GRAB)$

I think, most longer term investors (not day/month traders) have a cost basis on their positions at around 15 per share. I may be wrong, but this had a 20 price tag (in that area) for a fairly descent amount of time.$iQiyi Inc.(IQ)$

Unity shares are priced around $40, which would be a fair price to pay for a business generating a FCF/share of about $1.50 per share (using a simple DCF analysis, with assumptions made regarding their future FCF). If you project their phenomenal growth (~20 to 30% per year) in the future, it would take more than a decade for Unity to generate enough profit to be fairly valuated at the current share price. If you believe that Unity is going to outpace this 30% yoy revenue growth, then you can probably get something out of an investment in Unity in the next decade.On the business operation side, it's very bright for Unity. Building a game engine requires years of development as well as highly-skilled workers. Unity has a strong competitive advantage given: the size of their developer commun

Google is still cheap on a historical p/e basis. Cloud and chat AI will be growth drivers. Advertising takes a hit in recession too but it’s priced in alot already. It will be first to come back once economy starts flying. I’ll wait. Plus I’m thinking a Dow listing may happen this year, maybe this quarter. Dividend might be close too. I can’t find a reason why gooole didn’t announce a buyback this year, I’m thinking a dividend may be in the near future.$Alphabet(GOOG)$