$Sea Ltd(SE)$ Sea Limited, currently priced at US$74.92, is significantly below our fair value estimate of US$124.11, indicating potential undervaluation based on cash flows. Recently becoming profitable and with earnings expected to grow by 41.88% annually over the next three years, SE outpaces the US market's growth forecast substantially. However, recent financials show a shift from net income to a loss of US$23.66 million in Q1 2024, reflecting volatility in its earnings quality due to large one-off items.

$Meta Platforms, Inc.(META)$ Too easy.Looks like more time to buy the OCTOBER 18TH - DECEMBER 20TH Calls on a major discount, before META is trading much higher before/after earnings in October.Congrats if you bought them at much cheaper prices, when META was under $500.Still time to get these Calls cheap, before META is trading in the upper $500s-$600s in my opinion.

$Barrick Gold Corp(GOLD)$ Adjusted earnings for the quarter of $0.32 however true net earnings were $0.21, they added back in some one time expenses worth $0.11 back into the earnings to get to the $0.32 figure, not cool. This type of tom foolery with the earnings is very concerning.

$Coinbase Global, Inc.(COIN)$ So..based on CITIGROUP last forecast COIN is going to 345 $ this year around..Wich should indicate that a bull run to 345 $ would be direct linked to parallel BTC bull run dragging it along with MSTR.Comments please !

$Advanced Micro Devices(AMD)$ Jim Cramer is extremely bullish on AMD, saying in a latest program that he “wishes” he’d be able to buy more AMD shares but said he’s “restricted” for his charitable trust.Advanced Micro Devices, Inc (NASDAQ:AMD) impressed Wall Street with solid second-quarter results amid strong data center revenue. Data center revenue in the period grew 49% year over year.Doesn’t get any better than that patience is all that’s needed

$Occidental(OXY)$ All-in-all, a much better conference call than those I have listened to in the past. Yes, 2029 seems to be a long time to wait to see the preferred and other debt off the balance sheet. But the oil yoyo could surprise and bring that timeline much closer, say to August 2027 when the warrants expire. AI needs chips, service centers and lots and lots of energy. Politics of every persuasion will have to bend the knee to the only readily available energy source that can supply AI's energy thirst.

$Novavax(NVAX)$ The real short funds are consistently covering. From 54 to 28 million shares in recent months. They are afraid that JJ will sign another partnership with Sanofi etc..for the combined covid and flu and flu stand alone. It will be a strong fight between Sanofi and the other BP. Sanofi will not give up easily. They want the entire market with zero competition. So is Pfizer. It will be an inflated upfront payment and high royalties. The winner take it all. I don’t care who will buy. I invest in the seller. Novavax!!!!

$Microsoft(MSFT)$ Data from Bank of America showed the average 12-month return for any stock after a split is 25.4%, more than double the average annual return for the overall market. MSFT needs to split to attract more, as well as a younger generation of, investors + dividend increase

$Shopify(SHOP)$ Customers are starting to leave now. Price increases hit this quarter. And yet SHOP only did .14 EPS.The significant adjustments to Shopify's pricing model reveal a leap from $29/month to $39/month for the Basic plan, representing a 34.48% increase. Similarly, the standard Shopify Plan now sits at $105/month, up from $79, indicating a 32.91% price increase.Shopify Plus pricing has risen from $2,000 to $2,500/month, making it a 25% increase. Customers can also choose a three-year term that offers a reduced rate of $2,300 monthly. The changes highlight the importance of evaluating the total cost of ownership, especially with added transaction fees for non-Shopify Payments users. 

$Micron Technology(MU)$ Lol, You guys thought capitulation was going to happen 110, oops, 105 to 100, oops, 100 to 95, oops, 95 to 90, oops, 90 to ?.. You see, like I said before you're not getting capitulation. Tomorrow is reversal day...This will be shorts tomorrow.

$Shopify(SHOP)$ Last quarter Shopify beat the earnings still it was down 20% after earnings. Even after that it was down to total 30% till today. Even tomorrow meets the expectations, chances of going up would be 8%. But incase doesn’t meet the expectations then chances of going down would be another 18%. So if you think to recover your 8% losses ( last 5 days) by holding this stock till tomorrow would be bad decision. Choice is yours!

$Novo-Nordisk A/S(NVO)$ Earnings today -estimates are upbeat for - revenue beat - earnings beat - improved GRoss Profit- guidance upgrade based of improved supply chain - so the key are any new disclosures on new market launches, acquisition update and new FDA approvals - feels positive -time for upside surprise and make shorts scramble 👍🏻😁

$Meta Platforms, Inc.(META)$ Meta：2024年Q2营收同比增长22%，净利润同比增长73%Meta已经度过降本增效时期，营收利润双增。2024年6月，家庭每日活跃用户数（DAP） 平均达到32.7亿，同比增长7%。广告展示次数 – 旗下应用家族的广告展示次数同比增长10%。每广告平均价格同比增长10%。总收入为390.7亿美元，同比增长22%。若以固定汇率计算，年收入增长率将达到23%。总成本和费用为242.2亿美元，同比增长7%。其中营业成本73.1亿美元，同比增长23%；研发费用105.4亿美元，同比增长13%；营销费用27.2亿美元，同比下滑14%；一般及行政费用36.6亿美元，同比下滑12%。经营利润148.5亿美元，利润率38%，同比增长58%。净利润134.7亿美元，同比增长73%。公司预计Q3的总收入将在385亿美元至410亿美元。

$EAST BUY(01797)$ Dongfang Zhenxuan has a strong ability to create best-selling self-branded products. Recently, their sea buckthorn juice sold out 10,000 units in just a few seconds on their app, and their lutein ester gummies sold out 50,000 bottles. Achieving such success without buying traffic is impressive.

$PayPal(PYPL)$ new ceo is keep buying shares back.i like that.earning is growing about 10%, and total shares are being reduced by 10%.it means pypl will beat the earning every quarter, and sp will eventually react to the earning surprises.glta.

$Intel(INTC)$ I will bet on our future. Intel is the future of USA chip manufacturing. few companies have the knowhow and capital to invest billions to bring chip manufacturing to the US. I also love that pat said that he is betting g the future of the company to make the foundry work. If that's not commitment, I don't know what is.

$Marathon Digital Holdings Inc(MARA)$ A lot of people will be getting paid on the 1st of the month. And I'll bet there will be a lot of people who will be more than happy to pick up five shares of MARA for a hundred bucks. I know I will be. However, as always, the price of MARA will rise as people start buying. This is just a lucky break for people with cash, not a perminant price drop. Chill people.

$Serve Robotics Inc.(SERV)$ SERV finished off 34% from the days peak. Not bad for a ONE TRICK PONY, that delivers food in a self propelled mobile box, to locations in the city only. What's next on their agenda? Deliver live bombs to Russian infantrymen, disguised as a food delivery to the front lines in Ukraine? Obviously, after Uber Eats, there are no other applications for the SERV Uber Eats delivery robot.

$McDonald's(MCD)$ PPO has been rising for weeks while the stock was going lower. A/D line as well. The stock was being accumulated for a long time now. Report doesn't really matter. The market knows this business isn't going anywhere and it's just a matter of time until profits increase. Back to all time highs soon.

$ARM Holdings Ltd(ARM)$ I went painstakingly through all 219 trading days since the 9/14/23 IPO, when I bought at the $56.10 open.I was looking for any bullish or bearish patterns.Since the 7/11 reversal day for the market (when Mag 7 stocks started underperforming vs. other groups), I see that in just 13 trading days ARM has had 5 days where it was down 5%+ vs. only 1 up day of 5%+. This is the first time this has happened in all 219 trading days thus far.All in advance of earnings on average to heavy volume is not a healthy sign.Also, stock is about $10 under the 50 day moving average. Look for possible support at/near the rising 200 dma.