PorterLamb
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$Alibaba(BABA)$ BABA was able finance $4.5bil worth of debt at 0.5% that isn’t convertible until the stock rises 30%. Whoever is on the otherside of this deal is incredibly bullish.😀If the outlook for BABA continues to improve and things keep looking up, even Stinky may buy some shares.
$Apple(AAPL)$ lol , even the die hard ally of the U.S. is banning Apple now. For their government and military. Apple is just a spy tool. People around the world are finding out.Ppl used to change phone every year then every 2yrs then 3.. then 4 .. or some was even extreme 5 yrs.
$Microsoft(MSFT)$ You've got alot to learn about the market. The pull back was a huge over-reaction to a near miss on one sector of MSFT earnings. In a year, nobody will remember this blip. Smart money recognizes that and is sucking up shares at a discount.
$SUPER MICRO COMPUTER INC(SMCI)$ Last earnings report, CEO raised guidance for this quarter ending June 30, 2024 to about $8.00 from $7.00 estimated. I am sure SMCI will beat the estimate of $8.00 for this quarter. CEOs usually provide conservative guidance for them to beat. Hopefully guidance for next quarter will drive the stock higher.
$Tesla Motors(TSLA)$ SpaceX Lost!What is Elon's Masterplan ?Answer > he doesn't have anyJust 1 trick pony .. keep cutting prices till earnings goes negativeMargin down the toiletRevenue going down the toiletMassive inventory that nobody wants to buyFrom huge profits back to huge losses like the good ole daysWhat you looking at right now is a Declining Auto Manufacturing Company with no significant Real AI Technology that can churn out huge revenue in the near future.Tesla is basically a PIPEDREAM160.00 doesn't hold ~~> next stop 100.00If 100.00 doesn't hold = Death Dive back to $20.00Tesla is heading to $150 and even lower.
$SoFi Technologies Inc.(SOFI)$ You all should be happy the trading platforms are down right now. That’s why stocks are going back up. As soon as all the retail panic sellers get logged back in to their Schwab accounts…the market is going right back down.
$Micron Technology(MU)$ Key things to remember and take away from the earnings call. Micron’s HBM3e supply is sold out for FY24 and much of the FY25 supply has been allocated…allocated doesn’t mean that it’s sold yet, so there is revenue and margin upside potential as market pricing continues to increase. This also means that pricing for other DRAM products will go up as well as suppliers balance the mix of HBM capacity with standard DRAM capacity.
$Sea Ltd(SE)$ P/E is useless with this company right now. look at their P/S as they're still in growth mode. their P/FCF is much better too. their not dropping as much to the bottom line because of their aggressive reinvestment in the company (what you want and the right move at this stage). so yeah P/E is useless given where this company is in lifecycle
$Li Auto(LI)$ Compared with last November (when ideal sales reached 41,000 units), the total number of mainstream 6-seater cars in the market shrank by 2,600 units. For the world, M9 and M7, a total of 7,400 units were added. Ideal, L9 and L8, a total reduction of 13,000 units. Wei brand, Lanshan added 1,000 units.There are several conclusions:1. The 6-seater car market shrank slightly in absolute terms, but the shrinkage was better than the broader market.2. Ideal aspectThe competing product of M9 is L9 rather than L8, but the order decline for L8 is even more severe, which has a lot to do with the lack of booths. Last week’s sales composition also showed that L8 was less than L9. With the booth restored, orders for L8 ar
$Alibaba(BABA)$ Baba will release the earning earlier. The stock price will go up. Shorts will get burned.BUT In fact, this will go down much further after the earnings! HSI down 300+ pts already....Chinese stocks get dumped in HK...It is a bloodbath in HK tonight!! Baba new low is coming!!!!That was quite obvious!
$NIO Inc.(NIO)$ This for the rookies that’ve been brain washed, LI auto, Xpeng, Yinn all up, NIO down, all in pre-market but still a sign of weakness, if it stays the same in regular market, time to sell as this may pull back all the way to 3’s. Don’t believe? Hold ur shares then
$Digital World Acquisition Corp(DWAC)$ I traded for a living, started back in 1981. I have a bad feeling about this "security". Its a one -legged horse - Donald Trump alone. If, sadly, he dies in his sleep tonight of natural causes, and N.H. becomes President, this will be worth book value/liquidation value only. Most companies have thousands of associates, and all are replaceable. Many quit and it does not effect the stock. This is just Trump. All eggs in 1 basket. And he is at the age most average american men pass away. He is not 21.
$Coinbase Global, Inc.(COIN)$ They are doing fine. I collect hefty premiums by selling (not buying) put options. So far, I have not been assigned any coin stock yet. But even if I do get assigned this Friday, the stock will only cost me $210/share and thats ok. If that happens, I would turn around and sell covered calls for $210/share and collect more hefty premium. So that is how my put options are going. Thank you for asking.
$Palo Alto Networks(PANW)$ I made too many bad investment decisions this month with PANW, TSLA,DPST,...ending up taking losses on most trades. However there was ONE stock that has helped me cover all the losses from every single losing trade. Now I hold only NVDA ==> the bull stock.
$Phunware, Inc.(PHUN)$ I’m still sitting on around a 200% gain. Either that will go to zero gain or 1000%. I hope the latter.My contact who got me into this stock was because of Crypto. His insight on the Crypto upswing back in December was spot on. I hope he’s right about Phun.Never a believer about the Trump tie in. Biden is brain dead, but that isn’t a factor for this investment for me.
$Marathon Digital Holdings Inc(MARA)$ I think renting is a problem, because those contracts will probably be for the life of the facilities (so you are virtually selling off your assets). If AI booms in the next few years, the price would be much, much higher (maybe). Meanwhile, BTC would be going up - lots of profit there. I do think a partnership with AI would be great for any miner. I am always in favor of revenue sharing partnerships. The miner still owns the facilities, and revenue sharing can always be renegotiated, within limits. As for mining, BTC is just about to make its run. This is when miners should be mining and into 2025. Concerning MARA, my biggest holding by far, I think they may have bought BTC at a price not too far from their "
$Amazon.com(AMZN)$ Everyone who is going to sell early because Amazon has been fluctuating is nuts…. Amazon is one of the big 7 you can park your money into and sleep good at night. I'm glad I didn't go with the panic and sell this earlier. I trusted that it's going to recover fast. Happened even faster than I thought.
$Marathon Digital Holdings Inc(MARA)$ After doing an investigation of two-phased immersion to see if MARA has a competitive advantage, it appears they do. Two-phase offers more density and energy efficiency over single-phase immersion tanks that are being widely deployed at RIOT facilities. Two-phase is also perfect for AI Nvidia chips if companies want to buy MARA’s tank solution. Best I can tell, MARA designed a proprietary tank solution and is probably contracted with Liquidstack (one of two large two-phase immersion tank producers) as an OEM to build and supply the tanks in volume. They also supply proprietary software to deliver overclocking and runtime efficiency through remote management. Once this technology is f
$Crown Electrokinetics Corp.(CRKN)$ Considering how this is growing, if there's a drop it's going to be a short ladder attack to scare people into selling. Absolutely integral that people hold to ensure shorts cover.So buy, hold and DO NOT SELL!If everyone just work together, buy stocks, dont sell, and just hold onto them, we're all going to be rich
$SINGAPORE AIRLINES LTD(C6L.SI)$ Another interesting news I heard from my friends is why the Queen likes SG and chooses SG. First safety, second, the love for SG here also goes to her mother.Taylor Swift's mom used to live in Singapore, where Andrea spent her first 10 years because her father was an oil rig engineer working in Southeast Asia and she His mother is a professional opera singer.SIA you better not let us down!It's not money from the fund...it's good memories of her family being here. SG has always held a special place in her heart. I think this will definitely boost Singapore’s tourism industry! hope The near it get to her date, the higher it goes.

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