Deficit Worries? Are Republicans really worried? Are Democrats really willing to work to reduce it? Imagine if the bipartian Boles-Simpson Plan had passed Congress. It would have reduced military spending and we would have had several Peace Dividends, growth for the sake of growth wouldn't be so cancerous with climate change, and medicaid and medicine would have been reduced to a level prevention of many illnesses would have sided us more with being at the top of healthy nations not near the bottom and paying the most. And S.S. would be well funded.But Repbulicans pledged not to raise taxes, went along with wars, blank checks to Israel and others, and still raise want to sound the alarms. Alarms when it might gain them back seats in government and not when Trump and others intimidate this

What truly stands out about Alibaba Group is its ability to revolutionize the e-commerce landscape by seamlessly integrating financial services, logistics, and artificial intelligence into its ecosystem. Has any other company achieved such a comprehensive approach? This holistic strategy has catapulted the company to a global leadership position, not just in e-commerce, but also across a broader spectrum of industries.With its innovative approach and a proven track record of success, Alibaba is poised to continue its impressive growth trajectory. Doesn't this make it an attractive investment opportunity for those seeking exposure to the swiftly expanding digital economy?Given its dominance in the e-commerce space and its expanding reach into adjacent industries, Alibaba is well-positioned

Excellent article by Motley Fool why META will soon hit 1 Trillion $ market value. One huge fact left out 2 of the "magnificence 7" are hyped pretenders Tesla valued at 85 times earnings and is not a technology stock its a car co. despite hype to he contrary & Nvidia valued at 109 times earnings and does not have a monopoly on AI chips. APPLE is only valued at 30 times earnings and is highest value stock on the planet. BOTH TSLA & NVDA WILL NEVER HAVE THE REVENUE & PROFITS OF APPLE OR META. Hence META is a screaming buy NOW & For Decades at 23 times earnings based on fact not something that might happen 5-10 years from now.$META$ Bullish

Just something to consider. There is a narrative that pypl has been facing too much competition and is losing business. Is that fundamentally true? The answer is reflected not in profits but in revenue. Revenue is the metric that shows if a company is losing business or gaining business. This is why revenue is such a closely watched metric. 2019 revs were 17.77 billion 2020 revs were 21.45 billion 2021 revs were 25.37 billion 2022 revs were 27.52 billion and 2023 estimates are 29.6 billion. The narrative is false. SQ block which I also like and also own actually did have a decrease in revenue last year over 2021. Not pypl though. Now again this only reflects whether a company is losing business or gaining business. PYPL is clearly gaining business. Other metrics like margins, gross profit,

$TSLA Last time I traded, got a reversal trade. Again this is the 11th TIME buying for the perfect or near perfect level for a reversal for TSLA. This is the result of buying ONLY when heaviness % is low. Got the Alert + Date + Timestamps + Buy Fills + Gain % for the skeptics. The result speaks for itself. This is one of many other tickers I've traded from buying when H% is low Feel free to ask to see previous plays.

I purchased my first shares of Amazon on December 30, 2016 for $750.00 ($37.50) and accumulating ever since. It's my largest holding. I plan to hold every share long term 5+ years. I'm not focused on what it's doing today or next week or next month but in 5 years. Someone just posted their out since it's down 3 points. This is not how you build wealth jumping in and out of stocks. Long term is best especially a quality stock like Amazon that has massive future potential growth.　

Alright, Got ~30-40% on $Marathon Digital Holdings Inc(MARA)$ , ~10-15% on $SoFi Technologies Inc.(SOFI)$ , ~20% on $Tesla Motors(TSLA)$ - amazing swings recently. Took a shot at $Palantir Technologies Inc.(PLTR)$ at $20 & shared $CLSK dip idea on Friday - both wins too.Watching all of them again..What are we buying this week? I’ll post some charts soon.

Same chart EVERY SINGLE day. Up pre market to the $7.65- $7.75 range… down at open….pinned from 11:00 AM til 3:50 PM then either up or down a few cents. EVERY SINGLE DAY, Guess what scumbag who’s doing it…Absolutely it is frustrating. Exactly what they want. My guess, and strictly, I guess is that we need to see one of two things happen for the big boys to finally let go. Consistently rising deliveries, and/ or profitability….. it is the exact same thing they did to Tesla for years. Then, when Tesla turned profitable it started to run, has not stopped since… $NIO Inc.(NIO)$ HAS to do one of the those… and in time, they will!

3 MEASLY percentage points. 3 PERCENT away from 52 week lows for $NIO Inc.(NIO)$ . Thats ONE more day of this BS! While $Li Auto(LI)$ & $XPeng Inc.(XPEV)$ are BOTH over 100% off 52 week lows. CEO & management HAVE to start realizing that creating shareholder value should be their NUMBER ONE PRIORITY right now. If it was they’d be selling more cars since THAT is what shareholders want. NIOGlobal has to cut the cash burn and start MEETING THE GUIDANCE THEY GIVE!图像图像

I made some commentary yesterday that the monthly production comparison chart that i have been managing all year isnt even a useful comparison any longer for purposes of debateThe lesser miners are clearly "also rans" and $Marathon Digital Holdings Inc(MARA)$ is simply leaving them in the dust.I think we will see a lot of consolidation come this halving. Even if spot sends btc price up, we will see a few join up similar to how HUT/USBTC are doing so. The barrier is ability to scale up sites, procure cheap power and procure next gen asics.

$Alphabet(GOOG)$ Here i assume a revenue growth of 15% (10Y)with a EBIT margin of 25% (conservative / ok)and EV/EBITDA terminal value of 12. Deeply undervalued for such a MOAT stock图像图像图像

$Coinbase Global, Inc.(COIN)$ on a massive run. Called this out many times and covered my thoughts on the stock.Watch 100 now to see if it forms as a new support level since we’ve broken it as resistance. 110-120 possible before the new year.图像

Been sitting through the wiggles in $Coinbase Global, Inc.(COIN)$ but never a reason to sell the past few weeks as it never closed under 8 EMA..just acted very well lately.. had Feb $120 calls from $4.50 that nearly doubled so booked it and adjusted strikes up to 130/150 call spreads as a stock replacement sort of move. Now have basically zero risk from original entry and big upside if it explodes to highs into next month or two. The beauty of options图像

For a stock like $Amazon.com(AMZN)$ , its multiple could collapse -50% and you still get to ~10% IRR over 5 years because of FCF growth acceleration. Owning reliably profitable high growers (not all growth is created equal) takes a lot of the multiple guessing game out of your final returns. I definitely dont recommend owning shitcos with unprofitable growth. But reliable growers like $MasterCard(MA)$ $Moody's(MCO)$ just to name a few will do just fine even if rates stay here for awhile. Futures Multiples are hard/impossible to guess, but I know they will grow FCF at good clip.

Watchlist 2: $Tesla Motors(TSLA)$ looking like a cup and handle forming, which would lead to an explosive move up. I have no position $Alibaba(BABA)$ got hammered this week, but it looks like a double bottom at 52week low. I’m already in this for a 3 month swing.That’s all I have for now

Intel Shares Are Now Up Almost 70% Since It Became The Most Hated Stock On Wall Street Earlier This Year Like I Always SayWhen Everyone Is Bearish On A Stock Its Usually The Best Time To Buy $Intel(INTC)$ I would expect it to drop back to around 35$ again. Intel is not in a very good position! AMD has them for about another two years in PC and data center! There are talks that Pat might get replaced which would be a dangerous move IMO.

Jefferies expects Alibaba will have a 2%-4% increase in its GMV during the Double Eleven Shopping Festival, while #JD will have a 3%-5% increase. $Alibaba(BABA)$ From November 1-4, the total number of packages collected across #China mainland reached 2.03billion, with a y/y growth of 16.1% and an m/m growth of 31.0%, which sets a new historical record and reflects the recovery of vitality in China's consumer market, State Post Bureau's data showed.

High volume buying off each of these low points since 2022 tells me that this is still an accumulation pattern Price is meaningless right now, because volume is low and it's just chopping aroundI bet it'll go upBut I don't know when $Alibaba(BABA)$ 图像

MSFT massive inflow NOT outflow. Expect 420Litpool:Here is $Microsoft(MSFT)$ Inflow last 5 days3*356=$1 BillionI have posted last 5 days all MOC buy side imbalance on my handleDarkpool:Massive inflow check entire 5 days flow and check here today's DP print and how it reacted in chart.图像图像图像

I do think that $Upstart Holdings, Inc.(UPST)$ Q3 revenue will be better than consensus (~150MM est. vs 140MM consensus as per Yahoo). That said, I am mentally preparing for a QoQ DECLINE in Q4 revenue (based on Trustpilot reviews in Oct). We'll have to see how committed capital can partly offset that.Given that I seem to be the only one that pessimistic, I will add to my position in low 20s. If we won't get there, that would be also fine with me as my position is already big enough. No investment advice.