$Micron Technology(MU)$ itself also looking good around here. They are down over 40% since their last ATH and the fundamental expectations on the semis side have been completely crushed. Channel checks for Micron showing that the company has probably bottomed.

$SUPER MICRO COMPUTER INC(SMCI)$ This company is in slippery slope. Hindenburg report appears to be accurate. SMCI management is playing with fire. Institutions will dump the stock in a minute. Let us see what happens on Monday. It is not going to be pleasant.

$Rivian Automotive, Inc.(RIVN)$ $Tesla Motors(TSLA)$ Rivian, to me is an American version of Xpeng. It's trying to copy Tesla's tech while providing a vehicle the it feels is more appealing. What both have failed to see or copy is Tesla's venture outside the automotive industry. Tesla has stabilized its cash flow and revenue even during economic downturns. Tesla has always understood that the automotive industry just did not have the revenue necessary to grow a company into a trillion dollar asset.

$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ Looks like it's finally the time for AMD. Interesting recent developments: they just broke ground for a large new R&D center in Taiwan right next to TSM and the new NVDA center in the Taiwan silicon valley. AMD has been around for a while, but the new CEO Lisa Su is a cousin of NVDA Jensen Huang. She arrived Taiwan a week after him. There's plenty of near to mid term growth in AI. The Taiwan model is full steam pursuit of leading edge excellence. Because each company is focused sharply, other companies focus on other things. This means every one can charge a premium price. It breeds an upward virtual market spiral. In Chicom mainland China, they try to

$Palantir Technologies Inc.(PLTR)$ All right guys I had enough fun for today. The $35 and change top still stands. If the market runs, this will indeed hit $40 but I don’t know it’s questionable. We don’t have any more news coming out….Major DOW components are very very overpriced. I suspect a nice haircut coming up, which is why I’m short. $30 is imminent followed by $25 if we get a true market correction. See you guys tomorrow! And remember. Be smart. Ignore the hype. Ignore the analysts. Whatever they say do the opposite. And always follow the charts and the patterns. Don’t pick numbers out of hats.

$Tesla Motors(TSLA)$ 30min TSLA chartRemember 226.50 is the most important level this week. Supporting 226.50 is BULLISH & Bulls will be targeting 237.00Rejecting 226.50 is BEARISH & Bears will be targeting 220.50 & potentially 216.00The pattern we’re in is called a Rising Wedge which is TECHNICALLY BEARISH as long as Bulls reject the resistance trend (breaking above the resistance trend will invalidate the pattern causing TSLA to run higher) If you see Bulls rejecting or failing to support 237.63/237.00 or 236.46 make sure you SELL your Calls & BUY Puts

$Tesla Motors(TSLA)$ Can’t believe how many bag holders are betting their livelihood on a robotaxi. It’s an unveil of a concept car that will take a decade to achieve practical use. No financial impact on Tesla in the near future.It will plummet hard after oct 10.Just don’t say you weren’t warned.

$ARM Holdings Ltd(ARM)$ $Apple(AAPL)$ Importantly, Apple's new A18, which is powering the iPhone 16, will run on Arm's latest CPU architecture, the v9, which commands twice the royalties as the prior version, the v8.Apple is also Arm's most valuable customer as the iPhone makes up roughly half of the company's revenue.Of course, Apple will benefit from strong sales of the iPhone 16, but, according to those numbers, Arm stands to be an even greater beneficiary if the new iPhones are a hit.

$NIO Inc.(NIO)$ 10 key reasons why we should have a hope on NIO (IMHO):1) NIO stock currently under valuated at less than 1.2X P/S ratio. it should be at minimum 2x sales = $ 102) mood has changed with the latest ER, multiple stock upgrades coming3) shorts, sooner or later, will have to capitulate4) ONVO to be released next week, which will bring a significant boost in sales5) Firefly to be launched early next year6) entering in new markets in the next 12-18 months7) margin improvement underway and cash burn rate has been reduced8) battery swapping getting bigger and bigger every month, with more partnerships and users to come9) institutions coming back to NIO sooner or later, nobody will lose this opportunity10) EV tarif

$NVIDIA Corp(NVDA)$ The market moves in waves. The price wave at Invida was receding. Now it is going out, again. How fast do you think we'll pass $140? There are not enough chips for the foreseeable future to sell to ai-related needs. This has zero chance of changing. ai says to buy, buy, buy, buy, buy! Did I make it clear? Certainly, ai has.

$GameStop(GME)$ The 20M dilution is publicly disclosed and accounted for, and the implied shares figure you mentioned seems more like a reporting error on Yahoo Finance’s end. GameStop still has over $4.2 billion in cash, zero debt, and a strong business strategy in place. The shorts and bashers thrive on misinformation and speculation, but the fundamentals are clear friend.GameStop is positioning itself for long-term growth. Time to check your facts bashers before spreading FUD.

$Palantir Technologies Inc.(PLTR)$ Although Pltr has been quite impressive these past few weeks and months, I do expect to eventually see some type of a meaningful pullback after pltr reaches the $37-$39 area. However, I do expect that after a month or so of consolidation, Pltr will continue moving HIGHER and ending the year above $40 and setting itself up for a fantastic 2025.

$SoFi Technologies Inc.(SOFI)$ Sad Kenny is gone, everything he said to do I did the oposite and made money. Hold for a few months and you will be happy you did. Projecting 12.50 by earnings. 15+ by April. And by next January? Who knows how high.

$Walt Disney(DIS)$ Up-down. Pennies. Still no Zoom.Neither will be likely until the Board chooses a direction. Which is unlikely until they choose a direction. Then what? Half will celebrate. Half will bail. Maybe some volatility for a few days then settle down. Unless there is big money to be made in India.

$XPeng Inc.(XPEV)$ wondering if they will kill the 14+ calls and fulfil the puts(or maybe those were all naked options) again this week, if those were puts they had to buy in the last 2weeks some institution/whale had bought a couple of mil shares in total from 14$ and above… Does it imply 1.1.24 is expected to be major even though info was out? Or the expectations for dec deliveries is expected to be in the 20k even soo we know they sold in china this week only 3,900 cars? Do not know…maybe good news are coming next month or maybe its just a legit downtrend due to lack of sells in comparison to competition?

$C3.ai, Inc.(AI)$ I said not to long ago that it was interesting the some guy comes out and bashes the companies accounting and it pukes right down to the fair value gaps, creating bag holders, It’s not easy to see all of these things, it takes practice, and patience and trusting the process,it’s all part of your edge. If it was easy we would all be rich.

$Unity Software Inc.(U)$ I told you all how this is my biggest position. I wish I could sell this with all the profits and bank (as I do with other stocks). But this one is not for sale, not until $100. This has a looooong way to go!

I am still very Bullish on Fararaday Future, but I do not understand the 20% drop from previous day and even strong premarket. Anyone can explain?

$Rivian Automotive, Inc.(RIVN)$ Today I want to tell you why Rivian, the electric car company that is best known for moving people down tax brackets, is now a buy.Scroll to the end if you want the TLDR. Also fyi not a bag holder, my cost basis is $12.60/share ($13.87 now). Full disclosure, I'm leveraged to the tits on this trade.Trading Below Net AssetsRivian has fallen 90% since its IPO at the end of 2021.Rivian’s market cap is now only $13b. It has $12b of cash on hand and $14b in shareholder equity (assets minus liabilities). Its existing factory will be able to produce 150k vehicles/year when fully operational, at $75k/vehicle that will generate $11b in revenue. Its second factory is already in the works to build the next generation (R2), whic

$Sea Ltd(SE)$ up a nifty 5% on this trade. Still holding. wishing it was bigger.