As the Federal Reserve gears up to raise its benchmark overnight lending rate -- the federal funds rate -- for the first time since the pandemic started, banks are poised to benefit. Two of the banks expected to profit the most areBank of America(NYSE: BAC)andWells Fargo(NYSE: WFC), largely because both banks are heavy commercial lenders. Many commercial loans have variable interest rates that will move higher along with the federal funds rate. With the Fed likely to raise rates at its March meeting, which big bank is likely to benefit more: Bank of America or Wells Fargo? Looking at asset sensitivity When banks make their quarterly and annual regulatory filings, they include an updated sensitivity chart, which shows how certain rate hikes would impact the banks' net interest income (NII),

$Marathon Digital Holdings Inc(MARA)$ After the halving, the company's electricity costs have dropped significantly. During this period, the company's daily electricity cost per EH was $50,000, but after the halving, it dropped to $16,000 per EH per day. CLSK spends roughly $25,000 per EH per day on electricity, while MARA, after the recent acquisition, is expected to decrease to $25,000 from $32,000. The difference comes from electricity costs and miner efficiency.$CleanSpark, Inc.(CLSK)$ is currently overvalued. currently hold 4,218 tokens with a hash rate of 16 EH.MARA holds 16,930 tokens and has $400 million in cash equivalents. Their hash rate is 28 EH, and they expect it to

$SoundHound AI Inc(SOUN)$ Good day dear team and friends let us see what today will bring in : $Tilray Inc.(TLRY)$ $Aurora Cannabis Inc(ACB)$ I am watching this since last week as cannabis stocks are getting more steam lately ✅! $Verb Technology Co., Inc.(VERB)$ All about the volume here today. I did put my plan about it and shared it via the email ✅! Will see where this will go this week . Still watching it closely. I trade confirmed momentum with real volume ✅! Most likely real volume will show in the market hours! $SoundHound AI Inc(SOUN)$ Bullish

During the holidays, I plan to hold onto stocks, aiming for a $S&P 500(.SPX)$ target of 6000 by 2024. The ongoing AI revolution led by tech giants like $NVIDIA Corp(NVDA)$ and $Microsoft(MSFT)$ is poised to empower all industries. As AI applications become more widespread, we're on the brink of the most significant transformation yet. Get ready to shoot for the moon! 🚀

$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ Nvidia — whose processing chips continue to be viewed as the gold standard is notably cheaper, with a multiple of 36. $Advanced Micro Devices(AMD)$ trades near 50 times estimated earnings, making it the third-most expensive component of the Philadelphia Stock Exchange Semiconductor Index. AMD fell 2.4% on Wednesday. Analysts have been paring back their expectations. The consensus for AMD’s net 2024 earnings has dropped 16% over the past six months, while the view for revenue is down 6.2% over the same period. Estimates for Nvidia, in contrast, have been surging on the back of repeated blo

now is $Tesla Motors(TSLA)$ bottom.after fsd is officially rolled out, those people who bearish now will forget how to drive within a month.

$Amazon.com(AMZN)$ $Invesco QQQ Trust-ETF(QQQ)$ markets ran saying rate cuts in JAN, then ran hard again onMarch, then now again in May. Chip stocks PT raised every morning $Apple(AAPL)$ says we can't meet estimates next quarter. Retail folks still buying $Amazon.com(AMZN)$ Bezos selling at least $9B during this year. Retail investors want to buy more.

$Advanced Micro Devices(AMD)$ $Advanced Micro Devices(AMD)$ Unless the 7/10 SMAs cross up on the 15minute, it's still going down. Watch for them to cross up and for them to test the crossover. Support and resistance. Red and green horizontal lines are technical support and resistance. Those are 7/10SMA crossovers on the 15minute chart. Lines which have not been crossed since being created are untested technical support/resistance. The blue peaks on the right are volume support/resistance. That's the Volume Profile indicator. Lower chart is momentum.

$Taiwan Semiconductor Manufacturing(TSM)$ $Taiwan Semiconductor Manufacturing(TSM)$ and would you look at that, call writers dumped as many shares as they could to exit without being destroyed with how strong it's moving upwards. Now that these positions have been exited, buyers are easily stepping in back towards 130 in the AH. Market mechanics at its best, this is the start of the next run.

$Apple(AAPL)$ $Universal Display(OLED)$ vs. $Apple(AAPL)$ : A small decision for APPL but a huge event for Universal Display. "Oppenheimer views Apple's exit as the biggest blow to microLED technology's commercialization effort, as the firm believes no other hardware OEMs have devoted as much financial capital, human resources, and time as Apple on commercializing microLED. If Apple cannot do it, few others can, Oppenheimer argues.. The firm believes this will put an end to investor concerns over microLED as a legitimate challenger to Universal Display's technology in mobile consumer devices."

$Taiwan Semiconductor Manufacturing(TSM)$ $Taiwan Semiconductor Manufacturing(TSM)$ its down today again because of $NVIDIA Corp(NVDA)$ . But tsmc is not just a chipmaker for nvda. TSMC makes chips for almost the entire modern technology. Holding for long. Still my near term price target at $175

$Morgan Stanley(MS)$ smashing earnings season is shouting loud and clearAmerican bank stocks are on the upswing.I'm all in on morgan stanley; not only did it beat market expectationsbut its stock price shows the market's faith in its futurekeep your eyes glued to morgan stanley's stock - its rise hints at a booming banking sectordont sweat the short-term ups and downs morgan stanley's surge will lead the pack in bank stocks

$Microsoft(MSFT)$ $SoundHound AI Inc(SOUN)$ Either $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Apple(AAPL)$ or $Amazon.com(AMZN)$ will buy Soundhound based on the technology, patents and traction... AI is the mainstream and highly important for these firms... I won't be surprised to see a $10 Billion valuation by 2025. The stock is going to pop to $14 by the end of 2024 specially that sound bought their biggest competitor Synq3.

Summary Roblox's share price dropped after it announced its recent quarterly results, as the company's YoY bookings growth rates in Q4 2021 and January 2022 have slowed considerably. A rebound in RBLX's shares is likely to happen in 2H 2022, when the company's bookings growth accelerate again benefiting from an easier base for comparison. But a recovery to the $70 price level is quite challenging considering the implied valuation multiples and the weakness in Roblox's US & Canada region. Roblox is a Hold after taking into account both the stock's unappealing valuations and positive expectations of bookings growth acceleration in 2H 2022. Looking for more investing ideas like this one? Get them exclusively at Asia Value & Moat Stocks. Leon Neal/Getty Images News Why Has Roblox Stock

Summary Despite the current share price weakness, Sea's business fundamentals are improving as it continues to focus on the growth of new markets. In 2022, Sea will be focusing on the luxury segment and monetise its platform by investing in advertising. Leading indicator shows strong traction in Brazil and potential expansion across the region. Gaming segment increasingly positioned with blockchain technology, investments in gaming studios to accelerate new game releases and Free Fire Max to increase engagement with gamers. My worse case target price of Sea based on SOTP valuation is $174.22, offering a 17% margin of safety at current price levels.Sea Limited(NYSE:SE)has seen a serious correction from its all-time highs in November 2021, falling almost 58% in the few months since. In this

$Microsoft(MSFT)$ $Apple(AAPL)$ , and $AMD(AMD)$  are going to continue being the rotation havens this week with the 10 year drama being used as an excuse for market pullback. As I have mentioned before, MSFT have the cash war chest to acquire companies to quickly gain market share in the hot new trend, and $Activision Blizzard(ATVI)$ this morning's announcement is more proof. I also believe $AAPL is preparing to compete very heavily in the VR/Metaverse world. Keep in mind, that products like Facebook's Oculus came out years ago...and Apple has been developing and testing a VR product for the past few years, because that's

$Palantir Technologies Inc.(PLTR)$ $SoFi Technologies Inc.(SOFI)$ $Palantir Technologies Inc.(PLTR)$ - if you want an income trading vehicle, is the perfect stock for this. It's so over'loved that it's basically stuck in the mud between about $22 and $25. But because it's so loved the options are well priced weekly. So, here's what you do - WHEEL it baby. Buy the stock, then short 1 strike calls above and 1 strike puts below. You buy 1000 shares? Short 10 calls and 10 puts. You'll have to buy 1000 more shares if the stock is in the put $ by next Frid. But that lowers you basis on the stock that will then allow