$Micron Technology(MU)$ 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.

$XIAOMI-W(01810)$ has been climbing steadily, supported by stronger smartphone shipments and positive EV progress—booked a small gain and feel more confident in my call. With ecosystem synergy deepening and aggressive buybacks, there’s still upside. I’ll add on pullbacks—worth watching, folks!

$ARM Holdings Ltd(ARM)$ 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

$Lyft, Inc.(LYFT)$ is executing a steady strategy in the ride-sharing sector. Effective cost control and a stable market share are making its path to profitability increasingly clear. While the stock appreciation is gradual, the improved certainty justifies a continued hold.

$Pilbara Minerals Ltd(PLS.AU)$ 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.