$SUPER MICRO COMPUTER INC(SMCI)$ 10K filing is a ticking time bomb for Shorts… if they don’t cover by then or make profit and move away… the Short Pigs will get slaughtered… get ready for 20% moves!!! Shorts playing with fire here. Hedgies closed their shorts and got in to their long position now. Time for the Short squeeze now:

$iShares 20+ Year Treasury Bond ETF(TLT)$ Prior to almost 0% rates, and when rates were over 3%, TLT was trading over $125.Today, those short term traders are selling the news, but tomorrow the buying should push TLT back to where it should be and the uptrend will be intact.Don't fall for the day trader, multi-alias rhetoric here.

$Intuitive Machines(LUNR)$ This stock has to do 2X to 3X sales which is 13 to 20 dollars or so . It is cheap for getting that HUGE contract !

$Intuitive Machines(LUNR)$ If you look what happened to ASTS, the price of LUNR could easely get to 50 or 60, and even more. Almost 40% of available shares are shorted. That is a lot of panic buyer when it will start to ramp up. I will buy more shares this morning to increase their panic! Shorts lost their bet. This company is definitely not going bankrup.

$Galmed Pharmaceuticals(GLMD)$ That doesn't factor in the turns (repetitive trades vs spreads). While your info takes a long-term view, GLMD isn't rocketing because of its 50-day average.

$Intel(INTC)$ We all know this dinosaur is still alive and we are far from over. The stock may take a while to get back to 30s and above, but once we reach there is no coming back. When we look back months from now we wouldn’t believe this was once a $20 stock. Stay long and remain patient. GLA

$Alibaba(BABA)$ Between 4:00 pm and 6:00 pm will be interesting. Shorty was shorting 8 shares when they shorted 1 Depositary share. Now they will have to buy back 8 regular shares because 1 Depositary share equals 8 regular shares.

$Alphabet(GOOG)$ After a 20% drop this is a great entry point. One day, they will find a way to properly monetize their products (like meta and apple do) and become the most valuable company in the world.

$Taiwan Semiconductor Manufacturing(TSM)$ I don't know why the stock drop. You don't compare month to month. You look at the YOY. Their August's sales is up 37% YOY from August 2023. I wish I have money to buy at this price. Once they open the Arizona's plant, they will make much more money.

$Amazon.com(AMZN)$ Amazon is investing $10.45 billion dollars in the UK 🇬🇧 over the next five years. It's going to build, operate, and maintain massive data centers! 🚀 🚀

$Micron Technology(MU)$ While I like my floppy disks in memory and tech industry . I’m amazed at the amount of money they had and did nothing.

$AMC Entertainment(AMC)$ I can’t believe the cash AMC is hauling in…! Silly uneducated shorts are so cute.

$Adobe(ADBE)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ Yeah unfortunately this will retreat quite a bit lower based on EU investigation as it does with stocks like META and GOOGL. Gave up all earnings upside which normally doesn’t bode well for a stocks near term future unless there is news or an event to offset it. Probably a good time to dump and readjust price as it dips lower over the week. Has been a great ride for us as we have over 10k shares here and have held for a while now. Can’t complain just think this heads to 430 or so as more people just take profits and try to avoid a deeper loss based on inflated news.

$Rivian Automotive, Inc.(RIVN)$ It's time the world should appreciate the development of crypto currency, cause the way it makes good returns within a short period of time to, makes it so much lucrative and profitable Shorties are now heading full throttle selling their short positions, as they know longs are not selling, so they try to sell to other shorts, claiming it will go down. That ship passed three months ago at 11.68. Don't be fooled, let them pay their own bills.

$JD.com(JD)$ Blinken visiting China in these day, I’m sure we’ll hear rumours of a looming trade deal… quad witching today got the whole market fucked up. I sold my calls at the open and grabbed some for next week and July 21st …. Anyone here think we see a nice bounce to the upside next week?

$Meta Platforms, Inc.(META)$ I remember when facebook was the thing and everyone was on it. Now it's riding on some virtual reality wokester hype and AI bubble . Once the bubble bursts this will go down hard. You heard this here first.

$Docusign(DOCU)$ Shaking out weak hands and triggering stops seems to be happening. From my perspective, it appears to be a buying opportunity. However, we could use an activist to address the issue of excessive stock-based compensation, which seems to be driving the stock in a chaotic manner!

$Advanced Micro Devices(AMD)$ AMD just featured on Forbes top 3 to buy.Fellow longs, let me give you some news before tomorrow's presentation: AMD will be the leader in AI/HPC/Data Center. We'll reach 1 trillion market cap within 3 years. The best is yet to come!

$Sea Ltd(SE)$ Inverse H&S is looking very very good. Hopefully just some accumulation going on now. Chart is very clear, but Aug earnings will be the catalyst. I better hear AI 20 times. Forrest Li has been very into learning about it and made many trips to the US for meetings.

The slight rise in Netflix's stock price is a positive sign for investors. While there may be some fluctuations in the short term, the company's long-term prospects appear to be bright. $Netflix(NFLX)$