$Taiwan Semiconductor Manufacturing(TSM)$ TSM,one of my favourite companies. Catbird seat as actual manufacturer. NVDA gets all the press but they are the designer-they have TSM manufacturer. When the Fed finally lowers rates this should boost share price .

$Taiwan Semiconductor Manufacturing(TSM)$ TSM isn’t design, they’re manufacturing and have 70+% market share. Once the fabs in AZ, Germany, and the two new ones in Japan are complete and debt is paid, they’re going to be raking it in.Best run business of them all.

$NIO Inc.(NIO)$ guys with all due respect,firefly would kill it in Europe with its own swap station. It's small, cheap, and has a battery swapping. which other companies has that?!this is my real catalyst. Everyone knows that the most profitable car companies are these that aim to the border market...think about it... and have fun with your investment :) GL tmr guys, holding 5k.

$Palantir Technologies Inc.(PLTR)$ market is totally rigged. We know Sept is always a poor performing month but on its first trading day it tanks big time before any data is released. It’s not supposed to be played on a time clock. Selling everything I own and never coming back. I won’t play in a game that’s 100% rigged.No SEC ever heard from. Criminal. I’ll put my money somewhere else. Good luck.

$Micron Technology(MU)$ Micron Technology: A Rising Star in the AI Chip Sector with Sold-Out Production Until 2025. Revenue surged by 81% YoY, reaching $6.8B, and profitability has returned. Analysts project a staggering 700% EPS growth for fiscal 2025, signaling a massive turnaround. With demand for AI-driven memory and storage solutions skyrocketing, Micron appears to be strategically positioned to capitalize on this trend. The company's focus on innovation and its ability to secure key partnerships in the AI space make it an enticing prospect for long-term growth. Is Micron the undervalued investment opportunity you've been waiting for in the booming AI market? The answer may well be yes—considering its current valuation, this could be the time t

$Micron Technology(MU)$ the analyst adjusted his numbers for next quarter in November. I was comparing Micron’s guidance for this quarter to see how much revenue would need to increase to hit the analyst’s $8.49B, which is about $1B. Assuming MU hits this quarter’s number, I think MU will hit that November guidance number fairly easily. HBM will likely be $600M+ additional revenue , and DDR5 price increases were higher than expected.

$Marathon Digital Holdings Inc(MARA)$ $CleanSpark, Inc.(CLSK)$ I completely sold out of MARA for CLSK a few weeks ago. Of course I had to compare the two after I did this and MARA was (right on cue of me selling) doing better than CLSK but I think it is break even now for me.

$Alibaba(BABA)$ BABA is showing signs of a potential bounce in the Hong Kong market, and the $79 level in the U.S. has proven to be a strong support area. The last two times it touched this level, the stock bounced back sharply, so I'm expecting a similar reaction in the coming days. This support zone could offer a solid entry point for those looking to capitalize on the rebound.

$Chewy, Inc.(CHWY)$ I believe the Lying Kitty caused a hyper inflated move in the stock price here that wont' be supported with their financials. I'd imagine consumer crunch may cause them to pull away from online ordering and settle for cheaper options. Could be wrong but definitely think this is perfect storm for a ER sell off.

$NIO Inc.(NIO)$ The puny dips are not worth the risk. If you dont know where NIO stands, don't expect a chart to tell you. The big boys are done with penny trades on the bottom. They need to make the scant 16% of shares they have start bulking up for their investors. They know retail wont let go at this phony price.

$Target(TGT)$ OMG the shares are down from 166 to 160. It's a real bloodbath for day traders. I'm waiting for a volatility share spike to $500 before selling TGT. However there will likely be stock splits to place it at $50 anyway, and yes it will still be undervalued ($50 down from $500)....

$NIO Inc.(NIO)$ Nio's going to beat Q2 revenue estimates and likely EPS as well, so no worries there. Guidance and vehicle margins are the biggest wildcards for the ER, but with Onvo coming online in September, that should help revenue guidance and with the supply chain running smoothly once again and rebates being reduced, that will hopefully allow for vehicle margins in the double digits.

$Marathon Digital Holdings Inc(MARA)$ Interesting: For every $1,000 dollars bitcoin appreciates, MARA MAKES $4.1 million dollars just from its recent purchase. BTC all time high at $74k = MARA Makes $58 million from this purchase alone = 20 cents per share

$Micron Technology(MU)$ Amidst a broader semiconductor rally, Micron Technology's stock has surged over 6%, reflecting strong market momentum and positive economic indicators. As the S&P 500 and Nasdaq 100 indices reach new highs, investors should consider the opportunity for substantial gains in Micron and other tech stocks. Will this upward trend continue to fuel investor confidence in the chip industry?

$Alibaba(BABA)$ This is what is a true bottom. The stock misses on revenues and EPS. Dips premarket when the options were at play (the dip was under 5%) and then rallies to being positive. The stock should hit $90 before the next earnings. The cloud is its money maker. China is improving and Baba is the go to cloud play!

$Marathon Digital Holdings Inc(MARA)$ the more i see the same people bitch about price action here I wonder if they actually know what they're invested in. Has BTC broken out? No. Has BTC been trading between 50-70K yes since the beginning of 2024 (8 months). This is where the market shakes you out of your position before the explosion on simple impatience and incompetence. MARA is buying and mining all the BTC they can get their hands on to drive further correlation with BTC. This stock will make alot of folks money over the next 12-18 months. Are you one of them? Buy while prices are low, cuz they wont be months from now

$Advanced Micro Devices(AMD)$ AMD's GAAP income is drastically lower than its current net cash inflows due to high amortization of acquisition-related intangibles. That is mostly from the amortization of differed expenses from the Xilinx acquisition 2.5 years ago.If you run the P/E calculation on non-gaap income (currently 34.4), and add a projection of market CAGR, it is well within normal range. By my last calculations, AMD has about 2.5x the net inflows as Nvidia per share dollar.AMD's accounting situation is masking the fact they are making a KILLING currently.

$CrowdStrike Holdings, Inc.(CRWD)$ CRWD is down 50% in a couple of weeks. It's THE company when it comes to cybersecurity and more specifically threat detection, prevention and response. Major enterprises, governments and organizations rely on their tech. Do you think this will just go away because of a bug? No!These huge players would have to pay millions in tech and education and more in order to do so. And it would be a subpar switch at best. 50% discount for a company like CRWD is like loading up on stocks during COVID. Easy money. Obviously it's a purchase for the longer term as things could take time to play out (or not).

$Lumen Technologies(LUMN)$ Barron's article is spot on. The short squeeze will clear this morning, and LUMN stock will drop like a rock early next week. All PR hype on the $5B and AI pitch. Management should actually stay focused on B2B business growth execution to increase revenue growth and achieve margin expansion instead of the PR stunts and speaking tours. They have dozens of proven SaaS/PaaS/NaaS Internet Networking and Service Provider key competitors that already have the US B2B, government, and wholesale account install base. MSFT is keeping LUMN alive with a life support line. What happened with LUMN's partnership agreement with Google Cloud?

$Lumen Technologies(LUMN)$ When 'ol Softie started with their AI agents and data center-centric perspective on its development, and we all can see how they (and their competition) are rapidly spinning up the build on DC's on a planetary scale, my immediate thought was "they're gonna need a lot of fiber - nerve fibers really - to affect that strategy so them looking at a telecom player would make sense..." LUMN came immediately to my pointy little mind so a few months back I started building out a longer term strategic gamble in this one (and others). I did not think it would explode quite so soon, but here we are. I've loose trailings down on my strategic position to target lock the current profit and will let my machines dictate my next move from