$Microsoft(MSFT)$ The real reason MSFT is still under valued:Quantinuum’s System Model H2 enabled Microsoft’s qubit-virtualization system to generate the most reliable logical qubits ever recorded, a breakthrough with wide ranging implications for everyone in quantum computing, accelerating progress and challenging current assumptions about the timeline toward large scale reliable quantum computing.

$Intel(INTC)$ INTC is not desperate as the press try to present it. However, Intel 3rd qtr will not be good. It will have to include the layoff charges and that is not a small amount. In addition in the 3rd QTR Intel had a bug in the chip and had to refund the buyers or provide replacement that is a charge as well. So with the impact on the revenue from the bug on the revenue side and the charges for restructuring on the expanse side the earning will be poor. So that makes why INTC may be worried since Wall Street is filled with the adversary propaganda ready to exploit all that to push the stock down so companies like QCOM or other adversary fronting companies or financial institutions jump on it. But obtaining a 3 bil fund from USA DOD and annou

$PayPal(PYPL)$ I’m loaded up still with shares at avg of 58 bought last summer, yea flipped shares here and there but loaded fully. Rate hike cycle held the stock down. That’s now over. Same for all fintechs. PYPL going back to $180 within 2-3 years I believe.

$Palantir Technologies Inc.(PLTR)$ Trading pattern for the last few days shows resiliency of PLTR. A little gain following by a little pullback before market closing time and ends the day with a small gain. I think we will end the day gaining 25+ cents. Go longs, hang on to your stocks. We will be officially in S&P500 next week. It would be nice if PLTR has something to do with the pager/walkie-talkie explosion on Hezbollah’s members this week.

$Marathon Digital Holdings Inc(MARA)$ Rate cuts add more liquidity to the global economy. When I say Liquidity, I mean dollars are cheaper to borrow everywhere in the world, which means businesses can afford to borrow and expand. They in turn hire more people. Extra money ends up being saved or invested in the stock market. Now that bitcoin is recognized as an asset some of it goes into bitcoin and other crypto. It is expected that there will be more rate cuts before the end of the year, which will add more liquidity. The rest of this year and possibly all of 2025 are looking good for bitcoin.

$NIO Inc.(NIO)$ Nio/Onvo needs to restore confidence of major investors with consistent delivery volumes, gross margins improvement and growth I believe Nio is at inflection point and stock price will rise significantly in next 6-12 month

$Advanced Micro Devices(AMD)$ Inflation is reducing and interest rates are falling. But that does not mean the prices in the grocery store are going down… the damage is done… prices are already high. They are simply going higher at a slower rate. Meanwhile the average persons income is not keeping up. Many are under and more are going under. The only remedy for this sad situation is growth. Today the greatest promise for growth is AMD and AI inference in AI data center, AI enterprise, AI embedded, AI edge & AI PC processing. Nvidia can’t go there. Only AMD has the entire economy covered

$NIO Inc.(NIO)$ What is not understood by the market yet but will soon, is the strong software foundation NIO has established with Banyan 3.0 release. In particular, AI-integration with NOMI (with NOMI-GPT) and Operating system have enhanced the vehicle user experience greatly. They developed a full-stack vehicle OS from the ground up to offer the smoothest software operations for the entire vehicle. Combine this with its own self-developed 5nm chip to replace NVidia's origin chips is a quite revolutionary, a feat not found in other EV makers, except Tesla to a degree.

$NVIDIA Corp(NVDA)$ Been buying NVDA ...I don't usually chase climbing stocks ...but NVDA was unfairly dropped after their earnings report ...went down to 98 from a high of 135 in Aug. No guarantees it will continue up ....it's up around 120 now ... but I like the odds of a further rise . Just buying because I'm hoping for "Momentum" to continue .

$SUPER MICRO COMPUTER INC(SMCI)$ A good ppi read and guess what, there will be no stopping this with a market rally. Top that off with them announcing that there is no material restatement and file there accounts. $500 in no time and potential to move back upto $600 in a couple of weeks. I am predicting this will be $490 today. Not sure what the short positions are but the shorts will be closing if they have not already.

$NIO Inc.(NIO)$ A key factor behind the renewed optimism surrounding Nio is the upcoming launch of the L60 model on September 20, 2024, which has already generated positive feedback. Analysts at Jefferies view this launch as a significant near-term catalyst, “We estimate that there is about a 70% to 80% (or "very likely") probability for the scenario,” the analysts said.

$Amazon.com(AMZN)$ since feb. 180 was a major support, but when it Broke on the last report it became resistance. lost of people wanting out at 180. this is the third wave attempt to poke through. since at the moment AMZN still in an upward push eventually it will go through.

$Dell Technologies Inc.(DELL)$ Friends. DELL doesn’t get added to the S&P until the 23rd. We can expect a volume to be up during the next two weeks and most of the institutional buying won’t happen until the last couple of days as they tend to wait for the dust to settle.But most importantly, DELL is severely undervalued in its own right and I’m certain we’ll see at least 45% growth QoQ.This is an excellent company to own right now.

$SUPER MICRO COMPUTER INC(SMCI)$ The problem is the market right now. It seems the Japanese market has some kind of movement. If people are paying back the borrowed money again, then it may cause a temporary slump in US market. However, this is nothing to do with the fundamental of SMCI. It will go back up eventually.

$Marathon Digital Holdings Inc(MARA)$ I got absolutely obliterated here with options today. But don’t worry I’ll be back with a vengeance.

$Serve Robotics Inc.(SERV)$ wonder who the “certain accredited institutional investor” is who just purchased $15 million worth of shares at $6 is, someone wants a pure growth Ai play

$Baidu(BIDU)$ $BIDU-SW(09888)$ $BIDU Its said that US tech giant Apple has picked Chinese search engine giant Baidu to provide the generative artificial intelligence (AI) technology for its coming iPhone 16 and other products in the mainland market this year, according to a Chinese media report.  Don't leave now. We will see.

$Baidu(BIDU)$ $BIDU-SW(09888)$ 3 Reasons Baidu Stock Can Bounce Back in 2024-Baidu is a bargain. It has shown single-digit or negative revenue growth in four of the last five years. Currently, it trades at a low multiple of earnings. The multiple drops even lower when considering adjusted earnings and enterprise value.-It's not losing the beat. Baidu has consistently beaten analyst estimates for adjusted earnings in the last five consecutive quarters by at least 23%. This contrast between strong reports and the stock's performance presents an opportunity.-It could be the next great AI stock. Although not currently seen as an AI stock by the market, Baidu has been involved in AI

$Apple(AAPL)$ The algos love geometry. It’s up 17% in a month, 40% in 3. It’s my largest holding in the retirement accounts but I’m short the $Invesco QQQ(QQQ)$ ‘s. Pretty obvious we’re at a tipping point.

$戴尔(DELL)$ well this is obviously ready to make a big move! Maybe this will pull a Tesla type run