$META people think Threads and Whatsapp are gonna be revenue drivers. They are but people are totally ignoring how big Meta wearables are going to be. There are killer use cases developing on Meta Ray Bans and in the next year or two, they are going to release a new version that comes with a wrist band device as input. Mark my words, it will be a more than $100 Billion dollar hardware business. Avatars will create its own ecosystem and be worth much more than the hardware business. Meanwhile, iPads and iMacs will lose relevance.$META$ Bullish

Alibaba, the undisputed leader in the Chinese e-commerce market, has proven its resilience yet again. Despite the recent lawsuit filed by U.S. toymaker Kelly Toys, which alleges that fake Squishmallows were sold on Alibaba's platforms, the company's stock price has remained unaffected. This is hardly surprising, given Alibaba's strong track record of addressing counterfeit issues and its commitment to providing a safe and reliable platform for its customers. Alibaba's focus on innovation and expanding into new growth areas such as cloud computing and artificial intelligence further solidifies its position as a dominant player in the global technology landscape. The company's consistent profitability and track record of innovation make it an attractive investment opportunity for long-term i

‌$Meta Platforms, Inc.(FB)$‌has suffered much losses recently after a weaker than expected guidance.  Though the quarter's revenue fell short (estimated $29.57B versus actual of $29.01B), the EPS was better than expected (estimated $3.19 vs actual $3.22). Some notable concerns have been raised:Quarter's daily user is lesser than estimated, arriving at 1.929B versus estimate of 1.93BReality Lab (which is researching and creating the various A/R, V/R hardware) conctinued to suffer losses since 2019.  This is an important pivot for Meta and currently, there are no signs that Meta is in the lead in any metaverse domain as yet. Europe's privacy issues (extract from their SEC submission):The tech giant took i

1. Whether Tesla remains a good investment depends upon a couple of things:1. Will battery technology improve enough to make the driving range of electric cars competitive with gasoline powered cars?2. Can electric cars remain competitive when government subsidies end?3. Can electric cars compete on price with gasoline powered cars? 4. Can technology be developed to decrease charging time to compete with filling up at the gas pumps? So, in short: Driving range, ability to survive without government help, price and cost to operate, and time it takes to refuel are all factors that will affect the viability of electric cars.

Let's talk about why I'm bullish on $MARA (Marathon Digital Holdings) hitting $20 or more after earnings this Wednesday. But there's a share vote coming up, so stay tuned for that.1. Bitcoin Connection$MARA loves dancing with Bitcoin, and with Bitcoin currently at $35k, this stock usually joins the party. When Bitcoin rises, $MARA tends to follow.2. Past PerformanceEarlier this year, with Bitcoin at $30k, $MARA reached $17. History tells us there's room for growth from its current $9.50 level.3. 13K+ Bitcoin on Their Balance SheetHere's the kicker - they've got over 13,000 BTC on their balance sheet. That's a serious stash, and it's growing as Bitcoin climbs. It's like having a secret weapon in their financial arsenal.4. Investor Vote on Authorized SharesRemember, there's an investor vote

Getting a lot of traction, interest in this $GOOG exchange with the dude TylerWilson so wanna expand on it a little. That daily candle on Friday is about as bearish as you will see. It’s what’s known as a “bearish marubozu” with extremely high volume that you can see on the chart. Would love to see buyers step in to hold $122 level on high volume. (I was also hoping $Alphabet(GOOG)$ $Alphabet(GOOGL)$ would breakout from this range, and took an L on calls Friday for full disclosure.)图像图像

The $Upstart Holdings, Inc.(UPST)$ bull thesis simplified: $UPST makes money based on loan volume. What level do you think loan volume is at today? Do you think loan volume is going to go up or down over the next 12-18 months? Pay special attention to the conversion rate.图像I’m not even thinking about ATH yet. Honestly believe $100 is within reach with execution. Whatever happens, it will happen fast.

Sold 3 $Adobe(ADBE)$ $475 puts @$1006 ea Have until close to decide if I want to hang on or not. Complete earnings gamble but my thought process is $Adobe(ADBE)$ $465 is breakeven tomorrow on this trade - Don’t see it going below that because we know they will say AI a million times and probably raise guidance on AI. Just the market we’re in at the moment. NOT RECOMMENDING ANYONE FOLLOW THIS TRADE - PURE EARNINGS GAMBLE SPECULATION * Just being transparent in letting you guys know I placed this trade.

I believe $Block(SQ)$ is deeply undervalued and already priced for recession trading for just over 5x gross profit (EV/GP), which is *cheaper* than rivals $PayPal(PYPL)$ $Rivian Automotive, Inc.(RIVN)$ despite compounding at over 30% per annum with the Square/CashApp ecosystem. This is a high-conviction long at $65.图像That is precisely what they are doing: the company isn't optimized for EBIT, yet, as they were focused on building the business. So GAAP EBIT is understated. But that will change beginning this year, with the focus on delivering the Rule of 40. The trend has already begun.图像

PALANTIR & TESLA ?? $Palantir Technologies Inc.(PLTR)$ 's $Tesla Motors(TSLA)$ new deal with Panasonic Energy, at the NEVADA facility... correct me if I am wrong but that is the TESLA - Panasonic partnership facility? Now I don't want to jump to any conclusions but that is a very interesting piece of news................图像Probably not. Apparently Tesla likes to build most stuff in-house. Who knows though, maybe in the long term foundry AIP demonstrates it's value and they decide to try it.

Earnings shows improvement just like expected increasing revenue and lower loss. Breakeven and profitability coming next year if they can keep the pace. Will definitely take a starter at 2.80 and will buy more on pullbacks. This is a long term play into year end 2024 as long further earnings are improving $Grab Holdings(GRAB)$ Would not be surprised if bridgewater exited their position after they disclosed entering in Q1. Could be them dumping all their shares if they did not agree on the earnings

Long-term investors learn to buy low, sell high. The cheaper the stock the more we like it. Traders on the other hand tend to like stocks with strong price momentum - the more the stock goes up, the more they like it. The reason: As stocks go up, bulls with PTs below the price are forced to come up with justification to increase their PTs. We’re starting to see this play out with both NFLX and TSLA. We’re also now entering the Instit Investor voting season where analysts try to remind buy side investors who was the biggest cheerleader for stocks that have worked when they cast their votes.Here’s the avg PT vs price charts for $Netflix(NFLX)$ and $Tesla Motors(TSLA)$ Both stocks now selling well above the

$Plug Power(PLUG)$ Possible path to $11 if the trading and volume trend continues ( and possible rejection to accumulate Above $9) Just broke the long accumulation zone in white box and jumped on top of the volume profile at right, light gray diagram. Jumped also over 50 ema and holding. Real fun starts when 50 ema crosses 100 ema in the next few months. That’s where we will see the next leg for $12-14 run and retest. Possible rejection there.

$Forza X1, Inc.(FRZA)$ SO sweet :) Forza X1, a subsidiary of US power boat titan Twin Vee PowerCats, has completed the fibreglass molds for their FX1 electric boat and begun construction of the first models. The Feeling is Electric, O the feeling soo cool :) The future looking bright ! OS is 10.45 Million . PF is 1.8 million. FF is really small :)

close enough, I’m in at 12.68 lol. When Pig WS Bigs finally decide to let $btc run, when they’ve covered all their shorts and flipped long, this will rocket to 20+ $Riot Blockchain, Inc.(RIOT)$ my personal strategy was to add BIG, as I did today, if price got back to 10-10.50, which happened today. Note RSI/MacD are poised to roll up. Declining volume over as price bounced hard off 10 on big volume. Love this setup going forward.图像

$Pfizer(PFE)$ the biggest clue about Pfizer's upcoming quarter is today's $Merck(MRK)$ earnings MRK saw a huge decline in its COVID related therapy. For PFE is probably going to be much greater since plaxovid was better than MRK Molnupiravir, but without hikes in covid cases, it is doubtful plaxovid will be bringing enough sales for a big surprise. I have PFE on watch for a possibility of long if there is a good decline towards $30-$36 post its earnings report. Then start to rebuild a position in it. Their COVID bonanza brought them a ton of cash which it has used to buy firm after firm to replace the patent cliff of meds (a problem it had pre pandemic), but the firms it has bought are not likely to bring c

Sold a $Amazon.com(AMZN)$ Cash Secured Put: - 4/28 $96P x 2 lots - Delta: 0.11 - Premium: $90 Why sell a CSP when $AMZN is up 3%? IV Crush in $GOOG after earnings IV still high in $AMZN before tomorrow’s earnings I bought back 2 $GOOG CSPs for $18 and used those funds to get $90图像

$SoFi Technologies Inc.(SOFI)$ was one of the first to start offering high apy on your checking (still one of the only) AND your savings accounts. They put the customer first. Legacy banks are being forced to follow now to compete. Yet another disruption $sofi is bringing to banking. let’s go!i’m not talking about maximizing investment opportunities, i’m talking about disrupting banking. the majority of folks are intimidated to buy stocks, yet alone know to buy teasuries… they just want the best banking option with liquidity, and sofi provides that and more…

$XPeng Inc.(XPEV)$ The Chinese are in the red. XPEV sympathizes with TSLA. On April 19, there was a gap down on news of price reduction in TSLA. Look at how precisely the stock drops after the sideways movement at open and continues to decrease until close. What's worse today? Short.图像图像