MerleBobby
MerleBobby
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$CrowdStrike Holdings, Inc.(CRWD)$ Glad the PE adjusted down to 600. Just need another couple of quarters with the same earnings or higher. Would like to see the PE down to the 60s. There is always a risk of a sell-off due to the high valuation. Just gonna hold long and strong for a few years but might be ranged bound for a couple of quarters. Congrats longs.
$SUPER MICRO COMPUTER INC(SMCI)$ bounced just above the 100 SMA, but it's currently trading below the 9 EMA. Breaking the $815 resistance is crucial for a significant bounce. Following this, the next resistance level lies at $834. However, to confirm an uptrend, it needs to surpass the $855 resistance. In case of rejection from the 9 EMA resistance, potential support levels can be found at $776 and $740
$Advanced Micro Devices(AMD)$ failed to push under sealer level of 158.2 and looking like we can push back to 169.6 then 174.5 from here if buyers step in continuously throughout the week once, it breaks 175 its going to rocket. I like calls a couple weeks out here. Thank me later
$Taiwan Semiconductor Manufacturing(TSM)$ Nvidia Corp $NVIDIA Corp(NVDA)$ is increasing its investments in Taiwan, underscoring the critical role of the local chip supply chain and its long-term partnership with Taiwan Semiconductor Manufacturing Co , according to CEO Jensen Huang. Despite geopolitical uncertainties, Nvidia plans to build another supercomputer in Taiwan, boosting its stock. Huang praised TSMC's technology and flexibility, noting their 25-year collaboration. Reports indicate TSMC is planning a price hike for AI chip production services, already discussed with Nvidia. Analysts remain optimistic about Nvidia's AI advancements and market position.
$SUPER MICRO COMPUTER INC(SMCI)$ the problem is that they are still a small company and need capital to work with, they have no cash on hand , they said as much last earnings call, and stated another offering is a possibility , as long as dilution risk hangs as a dark cloud above , I hope this merges with a company like hp or so... and that's another head scratcher to me, there's not enough nvda $NVIDIA Corp(NVDA)$ chips to go around, yet all of dell $Dell Technologies Inc.(DELL)$ , hp vitu and smci are claiming they forecast strong sales for the rest of the year, not sure how's that possible, I think dell is the best bet going forward,
$Novavax(NVAX)$ Thank you NVAX. Very healthy all-time chart. Still holding. You can see on this chart I've been holding NVAX for a year. First it was Carvana (after the long straight horizontal line), then I rushed to get into NVAX but it kept going down and down, until it the money printers were turned on!!!! Let's go!!!!!
$Taiwan Semiconductor Manufacturing(TSM)$ I think it is more to do with economy and the interest rate issue this stock went down because most of AI stocks have been down for these couple of days.I think this company is protected by the US and also financially strong. I will just wait to come back.
$GameStop(GME)$ I'm not sure whose got the riskier play.. On the long side, the business is obviously in decline. And likely to decline at an increasing rate. But on the short side, company seems to have little debt, and it was fairly clear on the IS and CFS that they were plugging the major cash drain in 2023. Plus, were they oblivious to the danger in a 20%+ percent of float short situation? Especially when a squeeze occurred not that long ago. I can understand that there are always going to be fans of the company and optimists hoping for some sort of turnaround. But it's hard to comprehend anybody's 2023 going into 2024 fundamental case for being short.
$Microsoft(MSFT)$ After sell off of Microsoft today may be an opportunity for adding shares. if one is into trading more than holding then I would suggest waiting until next week and preorder at around $400. if the decline continues I'd lower my pre-order Limit Buys downward accordingly. However, expecting Microsoft to stay much below $400 per share in our present economic environment is wishful thinking for Dip Buyers. Hence, I wouldn't wait too long to add shares before the next wave of demand sends shares back up towards $430-450. Microsoft has been a near perfect short term capital gains delivery vehicle for us and I hope that trend continues.
$Marathon Digital Holdings Inc(MARA)$ To me it says one of these miners is a huge asymmetric opportunity And while MARA is King for now, the asymmetric opportunity is with the one at a fraction of the market cap as all the rest, but is the second best miner in those metrics CORZ $Core Scientific, Inc.(CORZ)$ more efficient than MARA
$Apple(AAPL)$ broke its multi-day uptrend today since that dip down to $186.62 last week. Strong resistance at $192.80-$193 as well. Likely we’re gonna see a dip back down to that multi-week uptrend support at about $188. Worth mentioning the daily timeframe looks weak as well.
$SUPER MICRO COMPUTER INC(SMCI)$ Those, who sold before our next take-off, will end up buying at a much higher price.Remember to Buy the ridiculous, but delicious dips, and stay Long and Strong.With a very low float and high volatility, SMCI is not a short-term investment.SMCI will bounce back - without mercy!
$NVIDIA Corp(NVDA)$ High high will an NVDA driven market go within the next 6 to 7 trading days before its upcoming split. There is so much more to NVDA over the long term that it does appear buying before the split will be substantial not because of FOMO, but true long term investors buying or continuing to accumulate...how much longer Berkshire Hathaway can hold out is interesting but I do think they too will take a major stake in the company.
$Tesla Motors(TSLA)$ I tend to think first of the US market because that's Tesla's stronghold -- where they have the most to lose. But this is not about what is best for building a strong business. This is about hyping the stock in a period where, no matter what they announce, the actual results are going to be lousy for 12 to 18 months anyway.So it definitely makes sense for the "model 2" to be spun off to Shanghai to throw something together. It really should not be that hard, unless they intend to do a proper small SUV. They won't. Musk would rather just muck around with the M3 a little and tell everybody it is an SUV. These cars are already cheap, cheap, cheap looking. There isn't much left to cut, other than to shrin
$GameStop(GME)$ I repeat that there is a strong wave, therefore I estimate that as there is a stronger wave, the market will not give us easy profits, therefore I intend to sell part of the position to realize profits. I suggest people here do like meI am very bullish on this stock everyone is exited for this week Everyone is so pumped up like if we won the battle, don’t forget we still need to stick together, not sell & buy more on the dips !!!!
$Snowflake(SNOW)$ There's a lot of demand right now for artificial intelligence products from SNOW, so the company has increased spending to get more products out the door faster. This increased spending reduces their profit margin in the short run, but as sales take off, the long term effect will be very positive. Some investors with a short term investment horizon are selling today, but if you're a long term investor you should be buying.
$Coinbase Global, Inc.(COIN)$ personally, when I see/hear peeps suggesting “maybe the bull market is done already” on a beautifully run-o’-the-mill ~20% retracement coming off of a new bitcoin ATH like we just had (it was truly a thing of beauty…I’m telling you folks, save the BTC chart of the past 1-2 months or whatever that timeframe was somewhere because you may want to blow that sucker up & frame it as a piece of art one day…or maybe to use it in a slide of a future presentation you give to a financial history class to show them what a “classic temporary retracement” looked like during a bull market cycle during the ‘early days of Bitcoin’, which you were fortunate enough to bear witness to…or whatever)…anyhoo, ba
$SENSETIME-W(00020)$ The top rank is not just due to the performance of the software itself but also because of comprehensive factors such as robust computational support. Smooth and stable performance is the foundational security for generative AI applications, ensuring that no fatal issues arise due to lags during use. Without commenting on the stock price, SenseTime is still quite impressive in terms of its artificial intelligence technology.
$Palantir Technologies Inc.(PLTR)$ It’s been 1 month since all of them were waiting for the earnings all of them were 100 sure this will go to 30 well if you only invest on hype. this is too overvalue market cap too high insane amount of outstanding shares and insiders keep selling no buy back who’s won’t see the light this year maybe in 10 years will be above 25 dollars
$NVIDIA Corp(NVDA)$ NVDA’s earnings should be tremendous & stock price should appreciate to $1200 very quickly. If we get a stock split, I believe NVDA should hit $1500 by September 1 & $2000 by year end. The key to NVDA’s chips is the software that is provided by NVDA. Enjoy the earnings report on May 22.

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