MayGodwin
MayGodwin
No personal profile
8Follow
44Followers
0Topic
0Badge
avatarMayGodwin
05-17 17:40
$AMC Entertainment(AMC)$ dip to 4.65 right at close then back to 4.95 in AH. tomorrow it rips to the moon and Monday it rips to Jupiter. mark it from $5 to $50 the journey will be beautiful.. Get your seats and enjoy the ride, just sold e everything to go all in
avatarMayGodwin
05-16 13:26
$GameStop(GME)$ GME had a nice meme two day run, I am all for irrational exuberance, sticking it to the man, whatever populist battle cry is coherentbut unlike 2021, the expanded GME float to sustain up momentum is a heavier weight, no Melvin Dr Evil hedge fund to squeeze, and the Roaring Kitty army got burned when the White House, SEC did their little trick in 2021 of shutting down GME purchase orders but not sell orders, think about how that resembles some dictatorshipBill Gross Tuesday sold $40 calls that expire Friday when GME was at $48 so $15 vol premium, I also got, and Gross sold $40 puts for $7 expiring Friday, his bet is volatility has run its course in a band between $18 and $62, selling volatility not a bad str
$Alibaba(BABA)$ The consumer has been anything but strong in China, so there is no reason to have high hopes for a huge beat or anything. The management has been making the right moves imo so their commentary on those things and how they guide is just as important and meeting expectations is all I am hoping for this quarter.
$Sea Ltd(SE)$ Revenue Outlook: šŸŸ¢The consensus mark for revenues is pegged at $3.62 billion, indicating a 22.02% growth from the year-ago quarterā€™s reported figure1. The digital financial services segment is expected to see a 17.91% year-over-year growth, with revenues estimated at $487 million. šŸ”“šŸ”“Headwinds: Despite the growth, Sea Limited may face headwinds due to the difficult macroeconomic environment, inflation, and rising interest rates, which are expected to impact the top line.
$ARM Holdings Ltd(ARM)$ not doubt about it, after there conference call this was bound to go back up. Iā€™m just jealous of people who got in around 95/96. The future of this stock is bright there conference call was sooo bullish. People who are bearish on this stock clearly didnā€™t watch the call
$BIDU-SW(09888)$ Baidu is telling investors tolerate no nonsense to woo international Investors confidence and boost employee morale is a step in the right direction. Every investors want to watch with forward looking company. Baidu PR chief who sparked PR nightmare over workplace culture is out
$Alphabet(GOOG)$ Itā€™s hard to pick. amzn $Amazon.com(AMZN)$ has fantastic growth aws and ads are beast businesses. metas $Meta Platforms, Inc.(META)$ growth is incredible, but Iā€™m a bit concerned over capex and reality labs. msft $Microsoft(MSFT)$ azure might be the best cloud and for ai to service enterprise itā€™s tough to beat. Goog still dominating search, YouTube up and gcs just turned profitable. Google FI mobile connection prices increased in this month. YouTube tv and YouTube premium subscribers also in line to increase price in this qt. This will add more revenue in coming QTā€™s aapl
$Marathon Digital Holdings Inc(MARA)$ Start letting longs know tonight.. to be ready to buy immediately when results are released after the close tmrw. Short are more likely than not - going to try their earning release tactic.. of releasing a short spike down- the second their are released (before anyone even has time to look at them).. attempting to shape the narrative.. or at the very least, create a temporary sell-off or confusion in order to slow momentum... But in Longs by the dip as it's happening, we can cut it off at the kneez- or shape the narrative with an "immediate or fast reboundWe all know earnings is a BEAT but its all about guidance and price of BTC.X which is somewhat looking decent if this is a pullback
$SENSETIME-W(00020)$ Very few people use RSI to analyze stocks nowadays. Today, we're seeing a bearish divergence at a high level, so it's advisable to exit the market. Come back when it goes down 10%. This wave is unsustainable, after all, it tripled within just 10 trading days. Even with the brightest prospects, it's impossible to shoot straight up
$Tesla Motors(TSLA)$ There's a lot of uncertainty here, even if FSD gets perfect, I'm not sure how that moves the needle exactly. I mean it would be nice to have a car that drove itself, but it is not necessary, obviously, as we all get along with a certain amount of carnage driving ourselves. And there's going to be a significant amount of cultural propagation time before people accept that FSD is perfect, and then things might start changing. Question is will other companies take the same AI approach as Tesla and produce something similar relatively quickly considering that Tesla took less than a year to produce FSD at its current state once they adopted the AI approach? Eventually autonomous driving will dramatically c
$JD.com(JD)$ I own Chinese stocks because Iā€™m not closed minded. I see the strength in a world connected by business and investing opportunities. I want to see success everywhere regardless of what country you live in. Donā€™t listen to the haters. Some of these gems might allow me to retire early.
$Taiwan Semiconductor Manufacturing(TSM)$ OK...so Google $Alphabet(GOOG)$ and Microsoft $Microsoft(MSFT)$ did great in Q1, and their stock prices are flying now. TSMC also reported a great quarter last week, so WHY did its price tank so hard after the earnings report??? I'll never understand the totally illogical way this market functions!
$Microsoft(MSFT)$ META $Meta Platforms, Inc.(META)$ beats earnings ests both top and bottom, and the "bad" guidance is that: "Meta says it will see second quarter revenue between $36.5 billion and $39 billion, falling short of midpoint estimates of $38.24 billion." So guidance isn't really very far off of estimates - and market pummels them, LOL. Msft's earnings need to be perfect - it is ridiculous. The market is stupid right now. It is going to be red today. I just hope it stays red all day and through closing BECAUSE that is a good sign ER will be great AH. I am buying calls for mid May and June.
$ARM Holdings Ltd(ARM)$ I agree nvda $NVIDIA Corp(NVDA)$ is in deep crap when meta $Meta Platforms, Inc.(META)$ and google $Alphabet(GOOG)$ finish arm gpus in 2024. My point is also the positives for arm get slammed by the selloff of nvda. Like RIVN $Rivian Automotive, Inc.(RIVN)$ and TSLA $Tesla Motors(TSLA)$ no matter what good RIVN does it gets outweighed by TSLA negative it sucks
$Riot Platforms(RIOT)$ Just the beginning. Riot took more market share of the hash rate as older mining equipment around the world has to shut down. Small little players canā€™t keep up. Riot is positioning itself to be the most efficient player by far. Only two locations to manage. No debt. Cheap energy in Texas. They get paid millions by the state to curtail mining on the fly for brief periods when energy needs are spiking. That is why the cost to mine is so cheap. Theyā€™re here for the long haul. Win win. Someone will definitely pay big money to buy them out if bitcoin keeps going higher.
$Microsoft(MSFT)$ MSFT AI and many products & services (too many to list here) to generate revenue. MSFT great growth potential, and under-valued. Buy more to keep multi-yrs. Be patient. DONā€™T SELL. MSFT rises up sharply soonI think MSFT is overdue for its 10th stock split. It's been 20+ years! since the last one. Either 4-1 or 3-1 is fine with me. Whether it's rational or not, share price usually rises after announcing a split.
$ASML Holding NV(ASML)$ Can see this testing previous ATH level and its w/ 20MA, and forming a huge C&H. Zoom out and check out how this historically rides its w/ 20MA up on šŸ® markets, and now, in the early innings of the AI revolution (allegedly).
$CleanSpark, Inc.(CLSK)$ Forget the notion of a short squeeze...there is less than 10% held on short side. Watch for the stock to run into profit-taking and the ability to hold up on a pullback. Then the stock should be in positon to challenge the old high.
$Trump Media & Technology(DJT)$ To see how scary this will become: Institutions own: 1.17% Insiders own: 70.72% Trump owns 78.8 million shares of the company, and stands to obtain 36 million "earnout shares" Can you imagine what happens to this stock once Trump dumps his shares to pay off legal obligations? Isnā€™t this the only reason this stock was created? Very scary scenario, unless youā€™re clueless and donā€™t pay attention to things. The company is trying to free up the time frame so Trump can sell earlier.
$Advanced Micro Devices(AMD)$ Fellow longs, I always said that anything above 11/21 ath of $165 was a bonus because it was built on expectations and that sp gains would start showing after 1Q24 when MI300 revenue numbers would start showing in the earning reports. From 11/21 to 10/22 the sp dropped 67%, and yet we "recovered" to $227 on 3/24. We are "only" 30% down from the ath. We AMD long vets are not distracted by noise. Lisa is best CEO in the industry and AI business is starting. $250 eoy. The best is yet to come!

Go to Tiger App to see more news