$GameStop(GME)$ If GME loses more than $2.3M in Q2, net income (ttm) will go down, p/e will go up to an even higher ridiculous level. If they lose more than $27.2M, they won’t even be a profitable company (ttm) anymore and no p/e will be published . Personally hope they lose 27.1M so their p/e will still be published and will be 102,000 . lol
$Marathon Digital Holdings Inc(MARA)$ Its not BTC that is killing us. My guess is Fred is vending 30M more shares. (the same as last quarter). In the prior 4 quarters he added 106M shares to the count. was 188M last year. Now 294M. The constant dilution is what is killing us. 10M shares a month. About 500,000 a day. Name a stock that can handle that on a daily basis. 2.5M a week. That's about 500 one thousand share new investors a day and 2500 a week. Until they cut it out this will never mature.
$PDD Holdings Inc(PDD)$PDD was selling massive volumes of consumer goods but making no money on it......the growth sent the stock to $ 150's but it was doomed to failure from the start.Now they are raising prices and volumes will come down.The other China stocks never did this.
$Apple(AAPL)$I can definitely see this company losing it's position of a magnificent 7 stock. China is trying to phase out their phones and everyone knows that apple employees get treated like crap in other countries. Apple makes their money off of cheap labor cost in other countries and once they get phased out in other countries then a new player will step in and take over apples position. Apple makes crap products so that you always have to buy their new stuff... it's the biggest trap for people that never learned about computers. It's the same thing as buying a Gucci shirt for $1,000 and it cost a couple bucks to make!
$SoFi Technologies Inc.(SOFI)$ Because BAC has nowhere else to grow. BAC won't increase the number of clients. What can grow is SOFI and SOFI alone. A small bank that is not yet known for much will one day be a giant with hundreds of millions of clients and $500 billion in deposits. I'll give it a few years and I believe the share price will exceed $100 a piece
$Salesforce.com(CRM)$ The sad truth is many companies like CRM and NVDIA are making gobs and gobs of money but their stock prices go down anyway, I'm taking my medicine, cashing out, wait and watch as the whole sock market crashes this fall. Then start buying again in Feb 2024 or Feb 2025. This earnings report season had too many companies with great reports get punished for no good reason at all. That's the sign on the wall that says a crash is coming,
$Virax Biolabs Group Limited(VRAX)$ And immediately 55 000 shares returned this morning. Really, can any short actually lose anything in current markets? They do whatever they want. Good news? No worries, we halt it on the upside, and give you time to work it down again all day. Come on? This isn't serious anymore...
$Broadcom(AVGO)$ There has been bullish commentary from hyperscalers, including upgrades to capex spending from Meta and other major players. This creates a favorable backdrop for Broadcom (AVGO), increasing the likelihood of a beat and raise in the upcoming earnings report. Historically, AVGO has a solid track record, with a median revenue surprise of +0.5% and a median EBIT margin surprise of +43bps since Q4 FY20. These consistent outperformance metrics add to the positive outlook, even though I haven't modeled out specific quarterly assumptions this time. With these factors in play, AVGO is well-positioned to continue its growth trajectory.
$Palantir Technologies Inc.(PLTR)$People have not made money on Amzn , google and meta at early stage could not see the potential of pltr to be a generational stock here .. Let them talk nonsense here , they been saying since 8 bucks .. Longs here will filled their pockets in years to come ..
$Advanced Micro Devices(AMD)$AMD has so many super fans that expect them to start making a lot of money any year now but they never seem to deliver on that in their history. Most profitable year ever was under $4B and that was a few years ago, they're at maybe $1.5B/year earnings now. Valuation even after recent drops is $245B. OMG amazing ground floor opportunity right? Get in before the 10x earnings jump that is totally coming because cloud and AI and data center.
$CrowdStrike Holdings, Inc.(CRWD)$ $260. If bought at 200WK around $200s you have at least 40pts in profit. I’ve started trimming my tactical trading shares and putting in trailing stops. Haven’t touched my LT position but sucked to see most of 2023 gains gone and actually went negative last week
$NIO Inc.(NIO)$$Tesla Motors(TSLA)$Cant escape the Inevitable. NIO is delivering 20,000 premium units a month consistently and ONVO the Tesla Model 3 superior alternative ready to roll off the line 40,000 a month. Collaring the shares has become senseless and costly
$Marathon Digital Holdings Inc(MARA)$ When mara started mining KAS they said : As evidenced by both internal and external research, the Kaspa ASICs are some of the most profitable computing devices on the market. At the time of writing, a Kaspa-mining KS5 Pro is capable of producing approximately $79 a day in profit, compared to an BTC-mining S21’s $11.13. With this level of profitability, we are expecting a more rapid payback from the Kaspa ASICs. To date, Marathon has generated about 93 million KAS (c. $15 million).Since they started, profitability has declined to $22. This is a tough market
$SUPER MICRO COMPUTER INC(SMCI)$ I just bought 113 shares at 490, raising my total SMCI position with the grace of GOD to 6530 solid shares. Please wish me luck, plan to sell covered calls to bring income until SMCI recovery to 1200 as long it takes
$NIO Inc.(NIO)$$Tesla Motors(TSLA)$ Shorts... you realize the fact that you are here posting adnusium at close to a 3 year low makes me think you know something and are scared the news could break any minute. You scare retail into selling... but we ain't selling. We know the news is coming. All Chinese companies are partnering up with US companies. Read my name. Think Ford ONVO made in the USA. Could happen. Ford has battery swap patents... Tesla needs battery swap for robotaxis. Could happen. Nio has been real quiet on the remaining battery swap partners. I think it's a election thing. Trump even said... build them here.
$CrowdStrike Holdings, Inc.(CRWD)$ While our recent downgrade in early July didn't foresee the global outage and ensuing fall-out, our upgrade on the other side of the event attempts to assess the longer-term, strategic-value of the cybersecurity leader. Historically, outages and breaches have had modest impacts on cyber business fundamentals - but the scale of the CRWD-caused outage is unprecedented. Even though the near-term news cycle will likely revolve around litigations / settlements, congressional testimony and ensuing numbers cuts ahead of and on F'2Q earnings, the ramifications of the event will likely be more-so short-lived and at negligible cost, in our view. With shares down sharply for the month, we believe investors should opportunis
$SUPER MICRO COMPUTER INC(SMCI)$$Amazon.com(AMZN)$I will give SMCI cause anyway I see other AMZN requests, so the feed below you'll find it.SMCI is a rough chart, been in dog mansion since March. A series of LLs only. 550 is a major area to me.. Gotta hold. But I have been saying for a while, SMCI is cooked.
$Broadcom(AVGO)$ This pivot retest below is back on watch for us here. We already saw a strong bounce on the initial retest, so keep an eye on the $143-$145 pivot level for an additional test. Great risk/reward for a bounce back into the MAs above.Image
$CrowdStrike Holdings, Inc.(CRWD)$ Don't listen to the people holding the bag. They are in pain so they are being irrational. PANW and S are not sitting still, they are already preparing to steal CRWD's client away. You know I'm telling you the truth. CRWD's high valuation is not justifiable anymore. Not right now.
$Amazon.com(AMZN)$We’re down because Microsoft cloud misses analyst numbers, so of course Amazon takes a hit, guilty by association which stinks . Maybe Amazon cloud taking more market share from the others. Amazon next earnings must be stellar in all aspects. But there’s always somebody that will find something wrong.