$SUPER MICRO COMPUTER INC(SMCI)$ If you read between the lines and the presentation deck, you will notice…margin decreased from 17.6% to 15.5%. Inventory build up. Less investment in R&D. And most important: SMCI operating cash flow in the quarter was negative $1.8 billion for the nine-month ended March 31, 2024

$Alibaba(BABA)$ $Alibaba(09988)$ Love reading the negative comments. Found the same ones when Meta was $90, same ones when Rolls Royce was 70gpb, same when AMZN was $80. If you think a company with 600m monthly users is going to disappear then you are utterly deluded

$Microsoft(MSFT)$ Apple $Apple(AAPL)$ is a decliling business. Its core profit iphone sales ie a mature business and sales will diminish year by year. It Big China sales is doomed to become near zero. So last friday's unreasnable surge will fall back today with whole market. Msft will fall back below 400 dollar. Nvda $NVIDIA Corp(NVDA)$ will fall back to 860 dollar, 150~250 points of Nasdaq $NASDAQ(.IXIC)$ is expected. All commercial building is default on loan. Reginonal bank suffer more bad loan from the bad loan. Many banks' investment in Treauray Bonds interest rate 1.2 % for 20 years lose

$Sea Ltd(SE)$ Heading back up !!! Overall the whole market took a beating last week, including the online market . Many of the over valued stocks are being put in check with real prices . For the price sea limited in my opinion a good entry point. The feds are keeping the entire market on edge .

$Alibaba(BABA)$ $Alibaba(09988)$ Eventually the dump is going all the way to $50’s. Longs here just don’t have a clue how to read a chart. Instead they kick and scream like little babies cause sound advice apparently hurts their fragile little feelings. Hence why my company has stopped hiring anyone under the age of 37. All spoiled, entitled lil brats that are still kidults and throw temper tantrums if they don’t like what they hear! Toughen up Marshmallows!!!!! We go to the $50’s and we don’t buy a single share before then! Just sit back and remain patient. Learn how to read a chart between now and then! It’s THE ONLY thing that matters! Another word of advice. Do something yo

Is Palantir inside the next generation of AI PC? $Palantir Technologies Inc.(PLTR)$ "In a chamber of circuits and silicon dreams, where data flows like a thousand streams,An AI PC hums in quiet repose, guarding secrets that nobody knows.Is Palantir inside? I ask with a gaze. A question that sparks the mind's silent blaze.Does it weave through the code, a silent guide, or is it just a myth, a ghost that hides?The AI PC, with its electronic heart, performs its tasks, playing its part.A sentinel of bytes, of zeros and ones, it doesn't whisper secrets; it simply runs.Yet within its core, where the algorithms dance, there's a chance for magic and a hint of romance.For in this world of logic, so precise and so neat, lies the be

$ARM Holdings Ltd(ARM)$ All the tech companies are spending large amount on AI. Capex increased and eating into profits! Guess where the money is going? Chip companies that provide GPU, CPU, NPU ARM, NVDA et al…! Slowly chugging it’s way back north if your long just a pothole in the road

$Palantir Technologies Inc.(PLTR)$ The best thing about Larry Allsion and his team is their capability to quickly innovate and create new opportunities. It was only around April 5, 2024, that they announced the Palantir partnership. I checked Oracle's website, and it appears their healthcare and AI cloud services are already updated.

$MicroStrategy(MSTR)$ $1,374 now after-hours. Chart looks better - broke the down trendline. Through some resistance. Saylor's sales to end, MSTR World w earnings coming. BTC towards 70 , maybe more. Positioned still under the linear regression on MSTR-TRACKER. Found myself buying a bit more up $130 today. Rolling Calls. The market never does what the consensus says. The consensus says BTC won’t go parabolic for 4-6 months like the previous halvings. What if this time is different because of all the institutional interest in BTC and the ETFs. We shall see!

$Advanced Micro Devices(AMD)$ Players going to play as we head into earnings report; bring it down, scare some more shares up and bring it back in afternoon. I’ve seen that movie too. We’ll look back on this time period, 3, 6, 12 months from now and say should have bought more.

$Apple(AAPL)$ Tomorrow Apple will be up about a dollar premarket. It will flirt around even all day, then finished down about $.86 as usual. It’ll probably rinse and repeat this all week long, eventually going down to about 158 before earnings only to go back to maybe 165 after earnings. Just a boring old time as usual.

$Taiwan Semiconductor Manufacturing(TSM)$ Rest of the industry was overvalued. TSMC is heavily related to them all. So although TSMC wasn't overvalued, they're getting dragged down with the ship, it's still a strong long term play so long as they are capable of getting all these overseas fabs up and running.

$Marathon Digital Holdings Inc(MARA)$ So, I'm betting that CLSK's Market Cup will be bigger than MARA, where I own shares, by 4/23/2023. I hope, I lose and Fred starts working for MARA and not giving interview about the price of BTC and halving.

$Micron Technology(MU)$ 130 I called 110 within two months, happened faster. Yes, you been option scammed by CNBC, Keybanc. As soon as NVDA options scam ran out, they hit this with 10/1 calls. If you're not a criminal, better know the games.

$MicroStrategy(MSTR)$ think mstr is done for now. we may have to wait until august september for the next move. btc is not going to pop day after halving. it will slowly move up and down while wall street and retailers trade it. the move UP is coming but dont play the daily game. if long be long and patient. mstr could end the year around 16/1700. $1990s was your chance to sell if you are not long..things appear to be calming down between Israel and Iran, if they're seen to de-escalate, it can allow markets to bounce today and shift back to risk on, perfect timing for the halving and BTC/MSTR.Can't help but laugh at the stuck short posts. They talk like they can see the future lol

$Sea Ltd(SE)$ SE is fundamentally garbage. The stock is extremely Overvalued and Overbought now. The downside risk is enormous. Expect a quick drop back to $30.The next Loss Report will send this Garbage to $20s.TikTok is eating SE's lunch. SE has too many employees, too much stock dilution and too much loss. Revenue is declining big time. No recovery on the sight.

$SUPER MICRO COMPUTER INC(SMCI)$ I tried to warn you and you bashed me.Now you see I know what I am talking about.This is what I told you when this was 998 this morning.SMCI investors snookered by crook JP Morgan $JPMorgan Chase(JPM)$ who bought shares, then upgraded then sold into the upgrade to make massive trading profits while retail investors lost huge. Smci in huge trouble from Nvidias new chips that require massively LESS cooling and Nvidias partership with Dell tro build new AI systemsand finally by Nvidia $NVIDIA Corp(NVDA)$ now announcing they will sell AI systems directly Bypassing SMCI.What is so hard to understand about this read the earning

$Marathon Digital Holdings Inc(MARA)$ Let me ask you which feels safer to hold 100,000 worth of gold or 100,000 worth of Bitcoin…..what happens when you wake up and computers crashed a you can’t access your Bitcoin for me the gold is better no worries, safe in my safe, but Bitcoin is non tangible and risky I hear stories all the time of peeps losing lots of money because of hacks, but you want be able to hack my safe with my gold and my AKMARAStock

$TENCENT(00700)$ Yesterday was a complete disaster, but when I checked my holdings, aside from Tencent, about a dozen others are mostly in the green. After enduring such a beating for so long, it's finally my turn to enjoy some gains.

$NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ REALITY CHECK1. Apple dropped out of EV's two days after the NIO ET9 was showcased on CBS 60 minutes in March.2. Tesla abandoned their sub $30K Model 2 in April a week after the first NIO ONVO spy shots came out.3. The ONVO and ET9 will both be at the Shanghai Auto Show.4. NIO's has 9 other EV companies signed for battery swapping and BaaS5. NIO is 20% owned by a $3 TRILLION UAE wealth fund.6. NIO's to be produced in UK, by Forseven under that brand which is owned by the same UAE wealth fund paying huge upfront and royalty fees.7.NIO has more cash than debt and generates $150M plus per week.8.NIO at $40 in Sept is 1000% upside.9 NIO has $6 BIL