SigridSpencer
SigridSpencer
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$SUPER MICRO COMPUTER INC(SMCI)$ What's going on now in the world is minor as compared to the 911 attack. A direct attack on US soil is as major as it gets. The economy and stock markets kept rolling along. There was a brief selloff but a remarkable recovery. The great recession was still 7 years away in the future.
$Apple(AAPL)$ Apple has a better ecosystem than Samsung and I think that's enough to keep users sticking with Apple's  iPhone for at least a few more years.  Not every consumer user is a tech-head wanting cutting-edge features.  When I've gone to the Apple Store, the Apple Genius people are helping people to learn simple things on their devices and consumers are happy to get that help.
$SoFi Technologies Inc.(SOFI)$ Sofi was up to $7.33 in premarket, which is good that we surpassed yesterday's high of $7.28, which we (chart-wise) needed to do. Right now we're up 6 cents and I'll take that as another positive.   ..Maybe we'll have a nice up day today. I see a lot of green out there!
$Kaival Brands Innovations Group, Inc.(KAVL)$ I hope this goes to 100$ for yall delusional folks. I really hope so. I always preach take consistent gains and compound it. See my post below, this never ends well. KAVL is waiting for that rug pull just be careful. Pumpers on this. Don’t hold a bag .
$Tesla Motors(TSLA)$ In the face of the menacing arrival of electric vehicles, the auto industry outside the mainland is unlikely to be immune for long. Although the price of electric vehicles in the United States has continued to fall, the average price of US$52,314 per vehicle in February this year is far higher than the price of 100,000 to 150,000 yuan per vehicle in China. Even with the 27.5% tariff and the transportation cost of $1,000 per vehicle, continental cars are far more cost-effective than European and American products, which is one of the reasons why mainland cars are likely to capture 25% of the European electric vehicle market this year.
$Broadcom(AVGO)$ For everyone wondering why Broadcom announced a 3rd customer to their custom silicon business. It’s because they got a design win for 2nm! This is crazy! Nobody even has 2nm fully developed and these guys already got a customer on the platform? What!! Absolutely insane!!
$XIAOMI-W(01810)$ In short term, xiaomi has not been adjusted in place, and the new car will also expose some quality problems. After all, it is the first mass production. BTW, when we buy cars, we should value quality, value the company's R&D ability, value the car cost performance, and we should not follow the crowd.
$Marathon Digital Holdings Inc(MARA)$ This stock is so difficult to trade. Too many diluted shares circulating in the float. Stock price appears appears to to follow BTC. It’s sluggish on BTC uplegs and plunges deep out of proportion when BTC price drops. It feels like a scam.. You must Sell immediately. I repeat, you must SELL immediately. It will close in deep RED territory. Do it now!!!
$Coinbase Global, Inc.(COIN)$ Why I just Bought more COIN?Analysts are asleep at the wheel. They either have a sell on it or are short . In either case a repricing is coming.Transaction revenue will continue to grow into 2025. Most analysts have the flat revenue on this market cycle without considering that international expansion is just heating up.
$Coinbase Global, Inc.(COIN)$ Why I just Bought more COIN?Its clear that the derivative market is huge as the volume drives most of the fees  and revenue. USDC inflows into Coinbase is huge with most of it landing onchain. USDC staking rewards and interest payments are huge as they are leveraging the high interest payments from US treasury.Additionally, Coinbase wallet is a HUGE revenue stream. They are going to onboard a ton of users on the mobile app along with users who want to trade on base for the meme coins.Lastly, we are entering the the biggest quarter for Coinbase. The altcoin cycle is going to continue to drive more volume and liquidity into the exchange.
$Alibaba(BABA)$ I got a feeling people are going to be kicking themselves for not buying at this low valuation. This is a 300-dollar stock by intuition alone.  Backed by DCF valuation. Wow up 0.4% in hong kong. What an epic day. Even a junk yard is worth buying at 5X cash flows.
$Micron Technology(MU)$ KeyBanc raised $120->$150. Need I remind who KeyBanc is:2018 downturn started Aug. MU plummeted through X'mas. Next March, Keybanc said, after watching MU shares went up next 3 months, said, "Business bad as far as eye can see, but BUY !" Man was right on both counts. Pretty much one of the very few correct analysts' recommendation I've ever read.
$Sea Ltd(SE)$ Recovery in gaming could be game-changing for Sea Limited. In 2023, its revenue of $13 billion grew 5%. Nonetheless, Shopee's revenue rose 24% during that time, while SeaMoney experienced a 44% increase. Might see an explosive move higher next week.
$Trump Media & Technology(DJT)$ Longs are now trapped in this trash stock, literally. Down 24% just in the past day to $47.5.  More losses to come as longs get their money taken away. Additionally, anticipate increasing short players every day til stock hits $15-20 per share. Majorholders stuck with 6 month lock up agreement.
$Trump Media & Technology(DJT)$ trump stands to receive 36 million additional shares of Trump Media & Technology Group, the owner of Truth Social, that could vest in the coming month under the terms of an earn-out agreement with the company. Dilution for everyone else. IMO, a porcelain gnome would be a better presidential candidate than loser donald.
$AMC Entertainment(AMC)$ Told you here yesterday! Did i save some bears? LOL! Thanks to Jerome Powell unusual positive tone and dovish comments, we could accumulate shares at such a cheap price all month! Just as T of WS predicted, by the end of the next month, SP 500 is exceeding 5500 and soaring to 7000 by EOY! Even the most bearish Mike Wilson and Michael Blurry has turned super bullish! They are all on edge right now!
$Apple(AAPL)$ Apple deserves to be sued. I won an iPod a few years ago at a staff party, and I tried to move my media player music to I tunes. What a joke. Not only does apple not tell you how to do it, when you finally get it transferred it’s all gibberish. Every song all 750 is there but the names of the songs are just random letters. So I had to reload every cd onto iTunes. What would happen if I only had digital music and no cds?  
$Lucid Group Inc(LCID)$ Still a lot of Paid Bashers on a Great Day for Lucid Investors, Lucid will be #1 in EV's once we get a REAL President that doesn't steal money from hard working American and will bring interest rates down. People can't & won't take out loans with these interest rates. People will go back to buying EV's like Hotcakes the way they did when Trump was in office without being forced like biden is doing. All Lucid needs to do is hang around until this 4th wasted year is over and America gets back to normal. When that happens Americans will see that tesla is just a basic generic EV that the engineers practiced on before those same Engineers started "LUCID" to build the ULTIMATE EV. That is why soooo m
$XIAOMI-WR(81810)$ it's a sleeper, but it'll moon when everyone catches on to the fact that China is as patriotic as the USA. People prefer domestic products there. There won't be any more high end Tesla left in China when the SU7 hits the market.
$Grab Holdings(GRAB)$ Grab is a money grab. They have others working for them for basically free. There are zero benefits for the drivers and delivery people. It’s like a company store or sharecropper situation. And they did all of this with investor $$. Diluted shares so it can’t really go up.  I would say we have been played so they can become very rich. Now they have AI run things and eliminate more humans. It’s like a bad sci fi movie. Anthony Tan is a crook.

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