EricVaughan
EricVaughan
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$Micron Technology(MU)$ SA MuU gains as Baird upgrades on HBM strength; adds to top semi idea......DRAM pricing is stronger than previously expected with increasing mix of premium-priced DDR5, while HBM3E has the potential to generate 60%+ gross margin for Micron next year," Gerra added. He raised his rating on Micron to Outperform and bumped his price target to $150 from $115.There is the belief that as high-bandwidth memory use turns into a "super cycle," it could result in 20% of Micron's total dynamic random access memory revenue by 2025, with 150% growth expected next year, Gerra added.Micron is also seeing an "improving mix" of its double data rate product, DDR5, which now accounts for more than 50% of the company's
$Faraday Future Intelligent Electric Inc.(FFIE)$ 56,773,731 premarket dump. Oblivious Bagholders still don't realize there is nothing but a crumbling pillar holding this from a total collapse. It goes OTC soon enough and under $0.10. A falling knife means time to bail.
$XPeng Inc.(XPEV)$ Xiaopeng Motors' "interesting" positioningForeign fashion has the connotation of simplicity, avant-garde, and coolness.Tesla is a representative example, but this fashion positioning may not work in China, so domestic brands that follow Tesla's "simple" approach will not work.What is "interesting"? It should be a good positioning, with interesting connotations, and it is a fashion that focuses on details.
$Apple(AAPL)$ The development agreement and final testing and adoption of the vastly superior Enovix battery will be the next catalyst for the stock.Yes, Apple is a potential customer, but nothing solid yet. I'm only buying dividend stocks or I might have given Enovix a shot. It seems like a good company with a bright future.
$Palantir Technologies Inc.(PLTR)$ pltr is overvalued- they make me laugh - look at this- the p/e is too high- it's 85 x's earnings- the projected eps growth rate annually for the next 5 yrs. is 85% that tells me that this gem is a steal at any price-All time high Institutional ownership at 44.24% and trending up.
$ARM Holdings Ltd(ARM)$ It appears that ARM was rejected at the confluence of several things such as 50 SMA, Support of the previous trading range before 4/17 that is now acting as a bit of resistance, 50% Fib retracement of the decline from the close on 2/12, +2 sigma of Bollinger Band, and Max pain at 120 strike price. I think that the pull back is quite temporary and the long term chart and the fundamentals look very bullish. However, I'd love to buy more cheap, so I hope we will see further decline in the next two days. Also, otherwise, those guys who wrote call options at 120 would be sweating. If arm breaks above 120, I think that the upside move is likely quite significant, potentially going up quickly to the top o
$Pilbara Minerals Ltd(PLS.AU)$ Pilbara Minerals Ltd has potential in lithium marketI will pls be one of my picksDemand for lithium continues to increase as electric vehicles and renewable energy become more popular. Pilbara Minerals Ltd, as a lithium producer, will benefit from this trend.In addition, Pilbara Minerals Ltd also plans to cooperate with South Korea to develop a lithium chemical conversion facility with an annual capacity of approximately 43,000 tons of lithium carbonate equivalent. What are you waiting for?I'm bullish!
$Microsoft(MSFT)$ At $500/sh. this would trade at 35.9X earnings which is way more than 2X the next 5 year growth rate. It is not a $100B company that has small size advantage. When you are looking at a possible recesssion tech is an obvious area to cut back. A lot of the cloud services are usage based like AI. At 29X next years earnings the company is reasonably based. There are also date center issues with power that are a little murky.
$Reddit(RDDT)$ Premiums will likely be sky high on all options in the first few days they trade. That said, I’d consider selling naked calls instead. I’d rather collect cash in my account when premiums are high and take advantage of the likely erosion to buy them back much cheaper. BUT, you have to have the approval to trade naked options to do this.
$GameStop(GME)$ if you're not aware, RHood is pulling some major questionable crappola here 'blue ocean ATS' is only accepting trades up to 20% above...friday's after hours price? This just makes no sense, once again, they are purely just trying to manipulate this stock in broad daylight to keep it down, and apparently there will be no consequences for manipulating a stock price in broad daylight? as if that's legal to do when they feel like it? So they limited it to 25.38! from 21.07, or whatever!!!! So they literally already halted it at 20%, for now. Let's just consider it yet another halt. They literally said they're not accepting trades over 20% from $21.07?!! how is that remotely legal?
$Palantir Technologies Inc.(PLTR)$ As an example, from Jan 2024 to March 2024 alone, Palantir had additional 200 Million Shares in just 3 months (from 2.2 Billion Diluted Shares to 2.4 Billions Diluted Shares on balance sheet). They basically got a lot of free stuffs as long as they keep on diluting Share Holders like YOU, and as long as this hype keeps going, they will continue printing and dumping shares at you. I don't have a crystal ball to tell when this pump and dump scheme will end, but in the past, it had taken 8 months from the time when I had first called out Nikola a total scam for Nikola to be investigated and crash, and it had taken 3 months since I had first concluded that Workhorse WKHS had no way and no c
$Tesla Motors(TSLA)$ That's not how everything works always. It's more about profitability, efficiency, growth, leadership, innovation all mixed Together.That's why TESLA is the EV leader today- and for years to come.  TESLA's books are in the Green.  TESLA continues to Expand, and prepare new innovations for the further in EV and Battery technology. E.g. batteries that hold a charge longer - check out Advano coming into its own.  This has real potential to help Battery Technology for TESLA and other EV makers. 
$Rivian Automotive, Inc.(RIVN)$ Stop with the bankruptcy Rivian has $9.4 billion to complete their goals They're only gonna need $6.5 billion to complete the R2 orders that they got Last month that's 100,000 also 90,000 more Amazon vans They will also have $2.5 billion in cash for miscellaneous ....
$Alibaba(BABA)$ Read the Bloomberg article on the bondA few quotes:"AIibaba is taking advantage of cheap financing as well as a sharp rally in its shares""Convertible bonds allow companies to borrow at lower rates than regular marketborrowings"It's cheap money by definition !The risk is dilution. BUT here BABA embedded "capped call transactions" that are similar to a "bull call spread" to protect against dilution.BABA and investors are saying we think the share price is going higher ! We see it as a bullish signal.BABA is borrowing money at a cheap rate so we can build/compete in the AI Cloud arena.IMHO, The buyback will be a catalyst.The revenue from the cloud business will be a catalyst for years to come.If you think t
$GameStop(GME)$ Suddenly the multi-HALTS hit this large volume stock. This has NEVER been a meme stock. The price action and halts are MANIPULATED. Media will blame the retail investor as usual. Casino bosses (Goldman Sachs, Morgan Stanley, and others in the gang) create this. Up quick yields down quicker. Pumpy dumpy. Motley Fool explanation will be garbage as usual.
$Apple(AAPL)$ In the first quarter of 2024, Buffett's Berkshire cut its Apple for the second quarter The conglomerate sold 116.19 million shares of Apple in Q1, a sizable 13% cut to its stake in the iPhone maker, a 13F filing showed on May 15. Apple remains one of Berkshire's largest holdings.
$Sea Ltd(SE)$ Go up, let me get my money back, come on!!come on Sometimes you really need to be patient. $Block(SQ)$ and $Sea Ltd(SE)$ are two stocks I once held, both of which doubled and sold. Especially SE, it looks bad when you are in your thirties.
$SUPER MICRO COMPUTER INC(SMCI)$ This price is priced a bit higher than a “hypothetical” bad earning report. If we have a better than expected with good guidance and some dividend or buyback. The stock will rocketed at least to $1200 at the end of next week.
$NIO Inc.(NIO)$ Yesterday i predicted 5-5.5kShorts did not listenMay deliveries 21-22k expectedA lot of people don't understand the importance of Battery Swap and the partnerships. Making Great Cars is Good but creating a total infrastructure Game Changer not only for cars but the whole Grid.That's really what is happening here.Let's have a Great Day. Time to roast some shorts 😁🚀🚀🚀This will be the hook for luxury car owners exclusive charging and swapping without exiting vehicle.Just wait it takes time to design or modify a design to work wit Battery swap. There will be Partner swap in all categories virtually. Nio alone have Onvo and Firefly
$Apple(AAPL)$ While there will never be another Steve Jobs. Apple needs to find the next best are relaunch the products folks would stand in line to buy. I'm keeping my Apple products just, not running out for the next release anymore.this stock is so useless that even giving it a yawn is a disgrace to yawn ..lol

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