$Micron Technology(MU)$ A long time skeptic analyst at Baird turned positive on MU. Also news from Asia that DRAM pricing strengthens another 10-15%. Strong tail wind on a sector about to go paradigm shift. We are going higher… this is the quiet before the storm!
$Tesla Motors(TSLA)$This is in a declining and well defined 8 month channel. Do not buy on margin. $165 is a key level that must hold. If not, there will be margin call carnage.TSLA heading back to $100. It's very difficult buying at the bottom, so I'll hold what I have.I believe we are in a bear marketBuy Low !
$NVIDIA Corp(NVDA)$ Blind need and hope by the bulls. There is a reason that the market makers have not spent a week or so filling in the gaps in the $130-140 range, the price is heading down and will not be at these levels for a very long time indeed.
$NIO Inc.(NIO)$ I'm going for my HAT TRICK .. 3 consecutive win in NIOThe 1st time I told people to buy NIO is when the price was at $7.50NIO skyrocketed to $15-$16 level afterwardThe 2nd time I told everyone to buy NIO is when the stock is at the $7 level ..... it went to $10 afterward.The 3rd time I'm telling people to buy NIO below $5 ........ constantly telling people to buy NIO at $4 rangeI'm 100% sure I'm going to be dead on correct on this call.... as in NIO doing its BREAKOUT
$Tesla Motors(TSLA)$ 13,800 Teslas were registered in China last week between May 13-19. This shows that Tesla's latest promotion in China is working. Buyers can choose between 0% interest financing or no down payment. And investors can look forward to less profit or less 2nd quarter revenue.
$MicroStrategy(MSTR)$ I just see shorts as being in control at the moment and think the price could go down more in the short term. I'm looking for the best possible entry point into MSTR to get the most shares possible. By getting in MSTR when it is at a lower premium, I'm taking off a little bit of the risk. I still have GTC orders in to buy at $1,340, but that could change.
$Matterport, Inc.(MTTR)$cash and stock transaction valued at $5.50 per share, representing an equity value of approximately $2.1 billion and an enterprise value of approximately $1.6 billion based on the closing price for CoStar Group common stock on April 19, 2024. Under the terms and subject to the conditions of the agreement, which has been unanimously approved by Matterport’s Board of Directors,Matterport stockholders will receive $2.75 in cash and $2.75 in shares of CoStar Group common stock for each share of Matterport common stock.what it means by( stockholders will receive $2.75 in cash and $2.75 in shares of CoStar Group common stock for each share of Matterport common stock. ) ?
$Faraday Future Intelligent Electric Inc.(FFIE)$ This is called a short ladder. They place a BUNCH of short orders causing the price to momentarily drop. But as long as no one sells, the temporary drop rebounds. They use it to attempt panic selling. The problem is they've done it too many times in the past week and HOLDers figured it out. Now the shorts are gonna get SQUEEZED.
$Netflix(NFLX)$ There is a non-zero chance that NFLX prints a sub-4 EPS, pulls their 24% operating margin guidance, and topline misses that +13% estimate.The currency tailwinds evaporated since they posted their last ER. They turned into headwinds. Somehow the street missed this in their estimates even though 12.5% of the +50% in YoY Operating Margin improvement was directly cited as a tailwind for a weakening US Dollar.The street priced in 6 cuts this year. We may not see any. NFLX may be another casualty (banks were first) of higher for longer.
$Apple(AAPL)$ Do you know that demographics is on Apple's side?Population is growing. Means there are more people being born than dying off. Means there are more young people than old people. And young people love Apple.You do the math.Upgrade cycles are expanding for technology. People used to upgrade every 2-3 years are now waiting 4-5 years as innovation has stalled. People don't need an M4 chip and OLED display to watch YouTube on their iPad for thousands of dollars, their 5-year old one works fine.I also just use my ipad for watching youtube, tbh. But dont underestimate Apple's ability to tie all their products together. The greatness of the iphone lies in its portability, but ipad's strength is in screen real estim
$XIAOMI-W(01810)$ It’s really interesting to watch and review the latest Xiaomi air conditioner commercial. It is said that Xiaomi air conditioner users are all connected to the Internet, so everyone's usage habits will be collected to form an AI algorithm. I know about the data collection of automatic driving of cars. It means that everyone has different controls when driving on the road. Does the air conditioner also have controls? Who will be more comfortable controlling the air conditioner?Some of Xiaomi's products are good, but they are a bit deceitful in the dark, and people with weak thinking skills can easily be deceived.Xiaomi's new model uses a dual-rotor compressor. Gree calls it dual-stage compression. The c
$Palantir Technologies Inc.(PLTR)$ Profits? You penny-chasers have no idea what real profits are. I have held Nvidia since $5 (split adjusted). Currently holding Palantir from less than $8. Will average up and not be selling for years. In less than 5 years Palantir will at least be a $100 stock. Dollar cost average your way in and keep holding.
$Grab Holdings(GRAB)$ I was about to go to the hotel and asked about the hotel's pick-up service. The charge was equivalent to more than 600 yuan. I checked Google and found that it was only 27 kilometers away.It's just a money grabI have been to Hanoi many times, and I finally have to deal with transportation on my own.In addition, I suddenly remembered that I didn’t exchange currency.Now I plan to directly grab a motorcycle to solve the problem.
$NIO Inc.(NIO)$ NIO delivered 6,155 vehicles in May 2023. We're looking at 15,400 this month plus the last 5 days of the month plus overseas sales. I think 18,000 plus sales which is up 300%. Share price jumps double digits on this news...hopefully we can sustain some momentum beyond that...that's a run rate of 250k per year and I believe L60 will net 20k+ units monthly October and beyond. According to a China Daily report six battery producers may get a 6 billion yuan (827 million USD) government investment into solid-state battery R&D.Nio supplier among 6 companies that may get solid-state battery R&D boost
$PayPal(PYPL)$ The change in reporting to include stock based compensation expense in non-GAAP numbers is the detail missed by many. I didn’t even notice it until others on the board pointed it out and then I listened to the call. I really liked what Alex had to say on the call. 9% revenue growth is solid. Cash flow machine. I like that they guided revenue 1 quarter out. 6-7% more top line growth expected. Who cares about the stock, it will catch up over time. Great opportunity to buy more at market open if it actually opens in the high 50s. Great quarter!
$Occidental(OXY)$ Question for those that went heavy into Oxy warrants when they were cheap:To exit, what would seem to be a better strategy?1). Selling tens of thousands of warrants knowing their low liquidity presents a challenge?2) selling short tens of thousands of shares of Oxy common (same number of shares as the warrants you hold) …..and then paying your broker $22/warrant to exercise warrants into shares to “flatten the box and settle your short”If your warrants are a long term cap gain position….am I missing any short term tax effects that would creep into strategy #2? I confess that I allowed Schwsb to handle exercising 3 lots of 100 warrants last year to see if they could handle it, and they were never able to
$GameStop(GME)$ Seriously....GameStop jumped after "Roaring Kitty", a former marketer at an insurance firm credited with sparking the 2021 meme stock rally, returned to X.com after a three-year hiatus from social media.Pay off my mortgage and you can have my shares. Otherwise, not interested in selling.
$Marathon Digital Holdings Inc(MARA)$ Thank you BTC. As a miner MARA continues the struggle averaging mtd just over 18 coins/day as of 5/19 (PST). Five day average just over 19 thanks to 5/16. Fees are disappointing averaging under .25 coins/block. Efficiency sitting around 75 percent.
$Rivian Automotive, Inc.(RIVN)$ I see a short squeeze happening here very soon driving the price up a little but after earnings there will be another huge sell-off. I anticipate short sellers again returning for a round two. Long term I suspect the stock with trade in the $6-$9 range. Company isn't communicating any growth in the business for the next several years making this stock a very poor investment. They need to be acquired by another large auto manufacturing company that knows how to run the business. RJ the true visionary clearly isn't doing a good job.
$AMC Entertainment(AMC)$ No need conversing with these shorts They will never come out and say oh yeah they know the squeeze is inevitable, they will lie and try to convince you other wise to the very end. As expected, they’re losing money. lol so what’s the point.