$Advanced Micro Devices(AMD)$ Server chips glut. Very bad year for chips. Lasting one decade of over production.  And way too much capacity.  Memory biz like micron and Samsung is coming to haunt the logic biz. especially commodity cpu. Falling victim of their own success.  Arm cpu everywhere.  45 28v19 7 5 3 nanometer production lines all running around the clock.  

$NIO Inc.(NIO)$ Most people here, bots included, have no clue as to what is about to happen. Nio has spent a ton of money on infrastructure that no other company has spent... including Tesla. Nio Power is worth 10 times what Nio is worth... and Nio owns 100 percent of Nio Power. Do you not see it coming? Nio could spin off Nio Power at any time and remain majority share holder. Do you not see this? Buy every share of Nio you can. Nio is a beast and a threat to every car manufacturer on the planet.

$Intel(INTC)$ INTC is building fabs all over the world and has likely already placed orders for everything it needs from ASML over the next few years.  For instance, INTC is the only company so far to purchase a high numerical aperture (high NA) EUV lithography system from ASML. INTC must have purchased a huge number of standard EUV systems for Intel 4, Intel 3, Intel 20A and Intel 18A production.  high NA will be used for Intel 14A which is due out in 2026.  

$Palantir Technologies Inc.(PLTR)$ I still believe PLTR is a great company. I am fully convinced it will beat expectations in Q1 2024 report by hundred miles.Taking into consideration the big bet to take the stock down to 20 or less, we longs could see some painful days till May 6th. Then towards $27My recommendation is that if you have  to average down , do it. It helps when it goes up..

$Intel(INTC)$ Back before y2k Intel puffed itself up and began to expand it's position from computer component supplier to a marketing company, taking control away from the box maker/retailers.  Intel became the King Maker.  They did well for themselves.BTW,  Intel Foundry Service, good luck with that.

$Rivian Automotive, Inc.(RIVN)$ SnapBack on this re earnings is going to be epic. Factory upgrade will be done and more trucks ready to rock. What’s more, the prospect of expensive oil is good for EV makers. This is the reason few people are successful in stock market. A lot of people do not have the patient to wait. Rivian is here to stay.

$Microsoft(MSFT)$ Here what Microsoft AI recommends you to do in nuclear attack..so comforting by advanced AI. Does anyone still have radio?Tune into a battery-powered or crank radio for official instructions. Authorities will advise on sheltering, evacuation, or other important actions.

$SoundHound AI Inc(SOUN)$ Since SOUN will be these investment banker’s customers and the shareholders will be sold these shares to these investment banker’s big customers. The bankers will try to support SOUN’s in short term and they want to push higher in near future. SOUN is trading higher has shown their support otherwise it will drop under $4 without any good news.

$Tesla Motors(TSLA)$ Pathetic bears doing everything to scare it’s over bought it’s going to ride to 214  thin slide then find its way to 250 stop being a bear go invest in your boomer stock GE. TSLA still in 170s. Lol. I was told by the geniuses of Yahoo Comments that it would be 150, or 130, or 88, or 44. Here we are though.

$Apple(AAPL)$ No AI? No foldable phone? No car? A way overpriced and hyped Vision Pro product that nobody wants and nobody can afford? What are you doing, Cook? leave the non-Apple crap that you do every day to the politicians! how about working in Apple products and Apple, the company, Or go join them and let someone else do Apple things. Good grief already! Wasted ten years and so many billions of dollars on a car project that produced absolutely NOTHING and that is it? And he keeps his job as CEO? For real? Board says nothing? WOW Apple really went up after Trunp's corporate tax changes. Look at the charts. Was nothing that Cook did. Money is running out now from it and we can now clearly see what poor leadership looks

$Taiwan Semiconductor Manufacturing(TSM)$ Buying only to see the price go down a few dollars sucks but in a few months to a few years, the current price will pale in comparison to what’s coming, especially after earnings. The problem holding it back is probably inflation data tomorrow since if it's bad, this will go back to 135, but if it's good, it will pass 150. It's basically a gamble. You will see more action tomorrow regardless.

$Micron Technology(MU)$ Thank The All-Mighty. After the news this early morning in the new innovation first of its kind, inmho 130 today and 140+ by now.By the way, Vinh predicts Micron’s dominance in the HBM market as it gears up for the ramp of B100/B200. With ample HBM capacity, Micron is expected to exceed revenue outlooks and potentially generate over $1 billion in HBM revenues in CY24. This positive outlook signals Micron’s strong position in the memory industry, positioning the company as a key player in the semiconductor sector.

$PDD Holdings Inc(PDD)$ Amazon charging 3-5x price for same item and you think PDD is the scam!?PDD only thing that alleviates inexplicable inflation as stocks reach all time highs while public paying all time high for same thing.Fear, as you exhibit, is easily and promptly acquired. US, Amazon, and other players with similar incentives are counting on you!

$NIO Inc.(NIO)$ From Stocktwits State Grid Suzhou Power Supply Company has signed an agreement with NIO it's the Fourth largest company in the world by revenue behind Walmart, Saudi Aramco and Amazon. By the way, innovative company with an excellent product, should trade much higher.

$UnitedHealth(UNH)$ If the rate is 3.7% from CMS, UNH and other health ins. payers will pay providers accordingly.UNH and other will also raise MA plan premium accordingly.Doctors then will be less likely accept MA patients. They will take on patients with non-medicare plans.MA patients will pay higher MA premiums, more difficult to make appts with their preferred doctors...So the govt may say they're going after health ins payers...they are not. Patients will be the one who will pay for this.Buy this dip...and wait for Biden to leave.

$UnitedHealth(UNH)$ Someone is a pessimist and a short. He will always find a way to badmouth the company and stock. Having sold last week for breakeven (and preserve my 58k profit in less than 3 weeks after buying options when stock hit 478 early March), I bought again today. 200 contracts at 460, another 200 at 455 and again a 100 at around 450. We are well below a 3 year low and no matter what, we will bounce back to 480 near term. The PE is ridiculously low by historic standards. Have faith and don’t look at it on a daily basis unless you are holding options. Cheers!Additionally, They are diversified enough to weather it much better than others, their fundamentals have done nothing but improved and Management has

$UnitedHealth(UNH)$ Healthcare inflation is about to surge upwards, now way health insurers will all take the profit decline altogether. With crude oil on the surge inflation will soon be back to 10% YoY. Before earning good price to buy! Don’t listen to the noise and keep buying. Your future self will thank you!

$SUPER MICRO COMPUTER INC(SMCI)$ I believe the CEO and top management want the stock higher. that's a given. imminent early release of earnings by end of next week. stock will move higher through end of April. on earnings conference call which will be better than pre release a slit will be announced.also guidance will be adjusted higher. also will raise capital again in the 3rd quarter.

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI do not need SPLIT or S&P to fly high.Amazon is the best split example, it was used to be high flying stock like SMCI but after split it is most hated slow speed stock on the market.SMCI has strong wings fly high without these two,long live SMCI 1300

$Advanced Micro Devices(AMD)$ Bag holders who will hold it at world record price and have higher buying price would see record loss soon. However for those having below 100 average price would be fine. Additionally,  Market was green several times last 2 weeks and AMD went down. Relax.