miffsy
miffsy
Stay in the game, wealth will come
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04-19
$SUPER MICRO COMPUTER INC(SMCI)$ " (TSC) expects that AI-related revenue—the category includes Nvidia’s specialty of graphics-processing units for data centers, as well as AI accelerators and central processing units—will grow at a 50% annual compound growth rate through to 2028."SMCI market share growing. in a market with a 50% compound growth rate.enough said.
avatarmiffsy
04-18
$Apple(AAPL)$ Was at Spectrum today.Compare the iPhone 15 to the Samsung S24.No comparison. Anyone comparing the two can see how many YEARS ahead Samsung is compared to Apple.Apple is now grandma's tech. Samsung listened to all the reviews and improved on their entire phone.Apple doesn't listen to anyone.Just look at how they still don't have a calculator for some of their devices. After all these years zilch. You have to get your own.OR Siri. !0 years in the desert with no one listening to all the complaints about demoded product!Why buy an outdated iPhones with passé designs and expired ideas?Samsung is cutting edge. If you don't believe me look at the reviews on Youtube.
avatarmiffsy
04-17
$SoFi Technologies Inc.(SOFI)$ All’s I need is this bit¢h to climb back to 7.92 and I’m outta here finally!!! I’ll take my tiny profit and move it into gold or treasury bonds to weather the storm of war in Middle East and Ukraine, 6 months outside a volatile election year and a crippling and unstable economy! Heck, even transferring the thousands of dollars I have invested in $oFi stock into my 4.60% Sofi savings account will give me more gains in the short term or long term!I am bullish long term with SoFi! Best of luck to all the longs. I have to protect my money. Although I’ll buy back in once things calm down geopolitically.BTW, it’s going to be a slow steady climb up to earnings… barring any market meltdown.
avatarmiffsy
04-16
$Kaival Brands Innovations Group, Inc.(KAVL)$ Obviously no guarantee, but I think this will spike back up, too much shorting here. Think shorts are going to be squeezed. IMHO. BTW, what a start to the week, After a weekend full of headlines about the war, I hope we are all motivated to take action with SINT.
avatarmiffsy
04-15
$Tesla Motors(TSLA)$ Tesla, Inc., which has been buffeted by fundamental issues, is looking to trim its workforce, according to a report that surfaced late Sunday.Tesla has notified regarding of a shortening of Cybertruck production shift at the Giga Texas factory even as the electric-vehicle giant is bracing for a round of layoffs this week, Electrek reported, citing reports from employees.The job cuts being contemplated would be in the order of up to 20% reduction, and in absolute terms it could mean tens of thousands of employees, the report said.What’s more, It looks like Tesla sales in Europe have maxed out. Not much has changed in the last 6 quarters. 95K to 85K deliveries.
avatarmiffsy
04-12
$Broadcom(AVGO)$ “Broadcom's advancements in its 2nm ASIC platform further support this sustained growth in Al ASIC revenues, with the platform already securing its first win with a high-performance computing customer. Strong market interest in Broadcom's Tomahawk 5 and Jericho 3 switching/routing chipsets, as well as its PCle Gen5/Gen6 switching solutions. This projection signifies a growth of 2.5X compared to the figures recorded in 2023.Al-driven Demand Remains Robust.”
avatarmiffsy
04-11
$XIAOMI-W(01810)$ In fact, the owner of the car now is by faith. Including myself, we are all bold but cautious. Car worth 30w is not expensive but not very cheap. Wait till the first owners say the quality of these cars are okay. I'm sure a lot of people share that mindset.
avatarmiffsy
04-10
$Coinbase Global, Inc.(COIN)$ COIN PE is based on the 3 quarters of negative earnings and Q4 of $1.02 during 2023This explains why the PE is currently highQ1 earnings should be more than double Q4 based on trading volumes verified by simple google searches and several analytics2024 should really be an outstanding year for Coinbase !What’s more, I see $500-600 this year easyBears know this, but point to the high P/E so they can justify that their decision to short that likely caused them losses wasn’t completely crazy.BTW, COIN has come to rest smack dab in the middle of the Linear Regression Channel, indicating rising support, now at the 243 level. Keep your eyes on this..If coin continues in a wave like pattern
avatarmiffsy
04-09
$Micron Technology(MU)$ Over the last year of this legal sction, MU market has risen $70B, or 110%….while MU I think has also captured Billions of $ in government credits and/or loans.MU would be well advised to offer a fair settlement to make this risk go away before the public realizes that with the complicity of PTAB shenanigans MU has tried to bury an innovative small American company.One can always hope.
avatarmiffsy
04-08
$Sea Ltd(SE)$ Yesterday I added to an existing position in $SE and bought new $BTG gold.BTG had better earnings + pays a 5.9% dividend and is underperforming gold. Perhaps a decent trade coming from BTG and SEA is starting to move IMO. SEA should do well here. Now for $GRAB to take off.
avatarmiffsy
04-03
$Taiwan Semiconductor Manufacturing(TSM)$ TSM announced revenue will grow 22%. forward PE of 17. trailing PE 22. 56% profit margin, peg of 1.1....TSM is gonna sky rocket after earnings on April 19th... my opinion...This will skyrocket post earnings, given multiple news about expected growth in 2024. Question is who loads up or dumps before the pump. All about timing
avatarmiffsy
04-03
$Taiwan Semiconductor Manufacturing(TSM)$ Southern Taiwan Science Park, where semiconductor giant Taiwan Semiconductor Manufacturing Co has a plant, said companies were operating without impact. Additionally, that,s where 1.4nm will be produced. Beating Intels IFS that itself reported a loss of $7 billion.
avatarmiffsy
04-02
$Trump Media & Technology(DJT)$ Truth Social today has no debt and over $200 million in the bank, opening numerous possibilities for expanding and enhancing our platform," CEO Devin Nunes said. "We intend to take full advantage of these opportunities to make Truth Social the quintessential free-speech platform for the American people."
avatarmiffsy
04-01
$Advanced Micro Devices(AMD)$ Ever heard of "Buy Low Sell High"... look at the SP500 at record highs. Look at Semiconductor stocks, at Record Highs. Look at the Nasdaq, at Record Highs. Look at the charts for the last 6 months of the market, straight line UP. All of this with interest rates at decade Highs, Companies starting layoffs, and a possible Recession this year, plus sticky Inflation. Markets are priced for perfection. That is when you sell. And then wait for a market correction, to buy again LOW. Those who don't understand will learn the hard way. NVDA, AMD, SMCI, all topped out. Anybody can see it on the charts. Buyers beware.
avatarmiffsy
03-29
$AMC院线(AMC)$ This five month parabolic move is steeper than the stupidity we witness during covid. Another phenomenal save. Bravo again!!!I’m glad we be close tomorrow. Couldn’t take another day like today. By the way, it's a farce of epic proportions.........the only thing stock is prices for greedy corporations. I hope I am alive to see the debt bubble pop!
avatarmiffsy
03-28
$Apple(AAPL)$ As WWDC gets closer, we will be getting more and more leaks about Apple’s AI capabilities. Some days, it will go up a few dollars everyday for apparently no reason, and we will then see good news released, once again indicating some people have advanced knowledge and have accumulated before its release. $170 has held up well. April is near, and we will see a steady climb towards 180 this or next week, then around 185-190 by end of April. What’s more, Vision Pro will be used in the omniverse for digital twins and other AI simulations. This is a buy! For all the Longs…. Apple stock will gain 30% this year. Lots of new tech with AI coming forward. Smart long term investors Buy and Hold Apple stock. Yo
avatarmiffsy
03-26
$Lucid Group Inc(LCID)$ It's still a dying company. Why would anyone buy a LUCID car and be stuck with a car with limited after sales service and support? If there's a buyout from one of the big car manufacturers, that would be worth an entry. But! Nothing for a "big car manufacturer" to buy out. GM gave the EV a shot back before 1990, and abandoned the concept as not being feasible. No different today. Priced out of reach, an environmental nightmare, from beginning to end, and no power plants, or infrastructure to support the 500,000 "charging stations that Biden wants to build. No buyers for more than 2000, 2022's built, burning up in the Arizona sun, destined for junkyards!
avatarmiffsy
03-26
$GameStop(GME)$ It's no secret, that the whole company is now being shrunk back to what will eventually be just a few shops that will only be selling funkopops and rare/vintage games. This is not a business model with much of a future. DRSing the whole float is just a fantasy, along with ridiculous claims of shorts that somehow never covered, even though everyone knows (or at least should know) that covering a share is just the same process as buying a share. Any money you have invested here, as each week/month passes, will also shrink, eventually landing at zero. By the way, this is a huge bull trap. Up today just to fall 20% tomorrow after earnings
avatarmiffsy
03-25
$XIAOMI-WR(81810)$ Any bag holders here actually use Xiaomi phones ?I've tried it them out and instantly regretting it, there are so many invasive predownloaded apps and the UI is so clunky and harder to navigate compared to apple phones, How do investors justify owning this company that only pumps out these garbage xiaomi phones that are mid at best ?
avatarmiffsy
03-22
$Grab Holdings(GRAB)$ Not to worry, grab is a bank stock now partner with singtel. Both have big consumer bases.  Crux is to integrate into an ecosystem of services and payment using incentives.  Other credit cards will soon pound sand as merchants have better alternatives.  Big funds would buy and sell at loss to trash stocks and induce margin calls.  Happened to Disney a while back.  Ride along, buy when they sell, hit them a40les.  Eventually they have to gather.

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