GriseldaBrown
GriseldaBrown
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avatarGriseldaBrown
05-17 23:07
$CleanSpark, Inc.(CLSK)$ I sold my shares and took my 6% profit. No doubt you will make money if you buy here, but the opportunity cost is currently very high. So many tickers to make money on right now. Looking to revisit after they exhaust a much higher percentage of their offering. We have institutions and the company selling shares in to every rally. Too much headwind right now
avatarGriseldaBrown
05-17 00:25
$Grab Holdings(GRAB)$ Profitability coming soon possibly next QR! That's huge. Everyone assumed it would take a few years. They are doing a great job with growth and managing costs. 98 Million share buy back too (out of the 500 Mil they mentioned last ER)
avatarGriseldaBrown
05-16 23:50
$Advanced Micro Devices(AMD)$ GigaIO, provider of open workload-defined infrastructure for AI and accelerated computing, today announced that its flagship product, the 32-GPU single node server SuperNODE, is now shipping with AMD Instinct MI300X accelerators. MI300X series accelerators are designed for generative AI workloads and HPC applications. The MI300X’s massively memory capacity, combined with the SuperNODE’s ability to put 32 GPUs into a single server, allows users to accommodate and train larger AI models for data-intensive Generative AI applications - InsideHPC. comMark my words: Nvidia will remain as the gold standard (Mercedes Benz) while AMD will be better cost-effective alternative (Toyota) of this industry.
$SoundHound AI Inc(SOUN)$ Ever since I got in here last August I see the use cases literally everywhere. I think the bug untapped market is the corporate enterprise level market ... think about the ad hoc reporting capabilities! I believe this company's software could be like CRM in the corporate space where it will be integrrated with all teh existing systems for AI-real-time business intelligence.
$Trump Media & Technology(DJT)$ Is the FIX in? There is a VERY real probability that if Trump gets elected, he will be beholden to the New World Order's wishes. You saw what he did with untested vaccines. He could be their perfect duped President to user in the new AI revolution on HUMANS. Put a chip in your hand and forehead. No need to test it or look at the consequences. It is for your own good. His FOLLOWERS might just do that. His NEW religion will be AI based. Talk about chipping away or losing your Liberty. It will be totally GONE at that point. All AI has to do is turn you off and you cannot buy or sell. You have no credit or accounts to access. No driving or medical help. You are now a homeless individual living at the mercy of OTHERS
Tencent Holdings $TENCENT(00700)$ received net purchases from southbound funds for nine consecutive days, with a cumulative net purchase amount of HK$5.357 billion, and its stock price rose by 9.63%.on April 25, active stocks in Southbound Trading (including Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect) traded a total of HK$14.001 billion, with a net purchase amount of HK$79 million.Among the actively traded stocks on the list on April 25, Tencent Holdings’ transaction volume through the Southbound Trading Channel was HK$4.263 billion, with a net purchase amount of HK$222 million. Not only that, the stock has experienced net purchases for 9 consecutive days, with a total of The net purchase amoun
Sub $100 coming this week. Strong sell after breaking below the $116 stop loss per MarketEdge.Per MarketEdge : Stock shows Mildly Deteriorating Conditions. Stock is below Sell Stop. If you are Long, consider closing position or monitor stock closely.Stock is Not a Short Sale Candidate.The current technical condition of MU $Micron Technology(MU)$ is deteriorating, indicating demand for the stock is weakening. If momentum continues to slow, further slippage in the stock is likely to develop. Over the last 50 trading sessions, there has been more volume on down days than on up days, indicating that MU is under distribution, which is a bearish condition. MU dropped 12.85%. When all the analysts go extreme bullish on MU with price targets as high as $225
$ASML Holding NV(ASML)$ I'm not surprised one bit by the reiterated guidance. The stock got ahead of itself. I wonder how many were jumping on it based on the hype rather than the fundamentals. This was a great buy at $600, but once it breached $800 that valuation was very hard to swallow.It's likely that fabs are holding off orders until 2025 as predicted. 2025 will be the real test.
Bitcoin $CION INVT CORP(CION)$ will possible go even lower with Mara $Marathon Digital Holdings Inc(MARA)$ the whole market will bleed, maybe Bitcoin has a chance but Mara might stay idle my best advice is invest in crypto instead I already have 600 shares in Mara it’s not that I want to be a bearish but it’ll drop even more and last cycle it took 6month for the halving event to actually start happening and moving fast

mtia/gaudi3 gonna theraten NVDA?

$NVIDIA Corp(NVDA)$ to the moonnvidia's b200 gpu outperforms intel's gaudi3 by 1.5 times in ai computing performance with 20 petaflops of fp8 performancenvidia's rapid iteration rate also contributes to its dominance with fp6 performance being 2.5 times that of the previous h100 generation providing unparalleled computing power for the ai and data center marketsalthough intel has made improvements in energy efficiency, nvidia still holds the lead in crucial ai performance indicatorsprocess technology: $Meta Platforms, Inc.(META)$ 's mtia chip adopts 5-nanometer process technology $Intel(INTC)$ 's gaudi 3 ai acce
mtia/gaudi3 gonna theraten NVDA?
oil prices are bound to rebound strongly, and the energy market is poised for an unprecedented surge! $WTI Crude Oil - main 2405(CLmain)$ The global economic recovery is picking up pace, with a surge in industrial production and transportation demand driving up oil consumptionthe potential for Iranian retaliation against Israel continues to provide upward momentum for oil prices.as the transition to clean energy advances, investment and demand for clean energy will continue to grow, further driving the prosperity of the entire energy industry.I am confident in the rise of oil prices, and investors should seize this opportunity and prepare for the upcoming peak in the energy market!
$Intel(INTC)$ INTC down almost 10% the past 5 trading sessions, with some steep sell-off observed this week, underperforming SOX. Meanwhile, TSM up ~5% over the same period.TSM's upsurge is likely reinforced by a planned Chips and Science Act package upgrade by $6.6B in grants and $5B in loans. Are markets finally starting to price in the widening foundry gap, amongst other growth woes at INTC?
For the last few years, it's been MSFT $Microsoft(MSFT)$ , GOOGL $Alphabet(GOOG)$ , AMZN $Amazon.com(AMZN)$ for about 60% to 70% of my portfolio. I completely missed on NVDA and continue to because I can't easily wrap my head around it. However, I've felt google will be an AI winner so while it was struggling a couple months back, I dumped a bunch more in. I wouldn't put more in MSFT (at least not until a pullback), maybe AMZN though for a smaller pullbackWhen tech falls, I hurt but given that we are still in computer revolution, tech is the way to go for all the good times
$22nd Century(XXII)$ Many say the newly announced CMO deal isn't enough to turn things around. But that's not the point. It presents one new way of many mentioned to get to cashflow positive and reduces the need to raise and dilute as much. Also, don't confuse fundamentals with technicals. If you talk fundamentals, then no sense in referencing Friday's trading of 72M shares, or 20x "total" float -- since that has absolutely nothing to do with fundamentals. Trade on technicals, or invest on fundamentals. Mixing them is bad.

elon musk, this arrogant idiot, is 60% responsible

$Tesla Motors(TSLA)$ 100 back to bottoming. tesla's sales collapsed. i think musk, this arrogant idiot, is 60% responsible, followed by the rise of hybrid and range-extended cars.musk hesitating to develop new models. it's likely that only recently, after realizing the situation wasn't right, did he start thinking about the next generation of cheaper models. the new car probably won't be globally produced until 2026, with no preparation beforehand. $XIAOMI-W(01810)$ took about the same time from announcing to mass production; everything has cooled off. munger hit musk's personality flaw on the nose, too arrogant, thinking that relying on two rough house
elon musk, this arrogant idiot, is 60% responsible
need this @traccy
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ALAB is outperforming last year's ARM in a wild way

In contrast with $NVIDIA Corp(NVDA)$ ….hard to say $Astera Labs, Inc.(ALAB)$ is outperforming last year's ARM in a wild way. With ARM's current valuation sky-high, there's not much big money willing to bet on it.Astera Labs' main product is all about data and memory connection semiconductors. By designing and providing these crucial semiconductors, Astera Labs boosts the efficiency and speed of connections between various software and hardware components within data centers.This helps cloud service providers and business clients link their server chips, memory, storage, and network devices more effectively, enabling data centers to better support AI computing and other high-perf
ALAB is outperforming last year's ARM in a wild way

RDDT target price of $40-50 for the 1st day

$Reddit(RDDT)$ I'm eyeing a target price of $40-50 for its first day of trading. Reddit's got some serious growth potential, which reflects my confidence in the company's future valueThe fact that Reddit boasts a notably high profit margin, mainly because it's all about text-based interaction, sets it apart. This lower tech cost gives me good vibes about how it'll perform down the lineI'd describe Reddit as a real-deal AI company. Their investments in machine learning and data analytics are game-changers, boosting user experience and ad effectiveness. I reckon Reddit's ahead of the curve in this tech game, and that's gonna drive its continued growthI'm banking on Reddit's huge potential in data licensing, possibly raking
RDDT target price of $40-50 for the 1st day

NVDA's B100 In the last 8 yrs is at 1000X "still not fast enuf"

$NVIDIA Corp(NVDA)$ If you were to train GPT-4, 1.8T params model, On A100, it will take 25k A100s and take 3-5 months. On H100, it will take 8k GPUs and take ~3 months. On B100, it will take 2k GPUs and take ~ 3 months. Jenson at GTC.Moore's Law - 10X every 5 years...100X every 10 yrs. In the last 8 yrs is at 1000X "still not fast enuf"If NVDA can find new growth avenues—like boosting shipments via the B100 suite, bumping up profit forecasts for the year (TSMC's capacity is maxed out, so only structural tweaks are possible), or industry breakthroughs exceeding expectations (think nonlinear advancements in model capabilities or truly game-changing applications)—it could shift pricing from 2024 to 2025 or even further. 🚀
NVDA's B100 In the last 8 yrs is at 1000X "still not fast enuf"

MSFT have already been priced-in

I feel like $微软(MSFT)$ AI advancements have already been priced-in. Microsoft isn't $NVIDIA Corp(NVDA)$ , which seems to be dominating most of the profits in the AI industry. A few days ago, I heard Nadella's speech mentioning Microsoft's collaboration with OpenAI and their innovation in AI infrastructure, data layer, and application layer. He also touched upon the potential of quantum computing at Microsoft and how combining it with AI could accelerate scientific research. So, Microsoft's progress in AI is an ongoing process, and the company continues to invest in it. Therefore, Microsoft's AI software might be seen as part of sustained growth rather than just a short-term event
MSFT have already been priced-in

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