$Intel(INTC)$ The smart shorts are long gone after making some good money. Classy of them to move on instead of hanging around to say I told you so. The trick is to sell short before the drop or buy before the run up. The few shorts that have stayed around are likely $Advanced Micro Devices(AMD)$ employees I imagine who are overly eager for Intel to do poorly. For the past several years Intel has been behind, both in products and manufacturing. Surely smart money sees that current stock price and product reviews are very different today than they were even six months ago. I understand the “wait and see” attitude, but selling short today seems foolish. [Sweats][OMG][Cry]

$SoFi Technologies Inc.(SOFI)$ To everyone who thought SOFI would squeeze, you’re going to learn the lesson we’ve all learned the hard way.SOFI always sells off as soon as it starts to run. There is no different.Today they will cut rates .25 and the market will sell the news.Not only that, but they will sell harder because they are expecting .50 and are only getting .25SOFI will be $7 by the end of the week if not lower. It will take YEARS of profitability before this stock ever takes off. [Great][Great][Great]

$PDD Holdings Inc(PDD)$ Dollar General and Dollar Tree, US discount retailers lost 43 and 53% of their value this yearMost of this is attributed to Temu riseIn only 2 years Temu has reached estimated $40bn sales (parent co $PDD does not disclose)Temu fortune was built on shipping directly from China to consumer. Eventually law maker will step in to try to slow them (but how do you check 1 million packages a day remains to be seen)In the meantime Temu is adding more local shops to deliver from US (or EU)This could also pose a threat to $Amazon.com(AMZN)$ . Not existential but could further reduce ecommerce margins. And Amazon will push more on cloud and advertisement to find growth

$Intel(INTC)$ Even though the semiconductor market is booming due to artificial intelligence (AI), revenue was down to $55 billion over the last 12 months; it was close to $80 billion a few years ago.Free cash flow looks even worse. It was a negative $12 billion over the trailing 12-month period and has been negative for close to two years now. For the 25 years prior, Intel had always generated positive free cash flow.[Sly][Sly][Sly]

$Alphabet(GOOG)$ This is the part when everyone calls GOOG a bad stock or says it has slow growth because the stock is down 22% 🔴 so far.It's a great company, and I would love to see a cheaper price, but in the long term, you can make a lot of money.[Happy][Happy][Happy]

$Trump Media & Technology(DJT)$ Pretty funny commercial this morning featuring Obama roasting Trump for whining all of the time and obsessing on crowd size. Spot on. The Kamala commercial where she says “ Bidenomics” is pretty funny as well. They must have comedians on retainer. Although, Trump could easily do stand up comedy if he ever needed a job.[Lovely][Lovely][Lovely]

CHIP STOCKS for SURE!!! By 2026, $NVIDIA Corp(NVDA)$'s GPU orders will peak at 750 units and then growth will begin to plateau or slow down. Many argue that Nvidia's gross profit comes from the CUDA moat, but in reality, it largely stems from the $Taiwan Semiconductor Manufacturing(TSM)$ CoWoS production bottleneck. When CoWoS is no longer a bottleneck and other companies can access production capacity, many things could change. In the era of large models, the CUDA moat may not be as deep as imagined. Without chips, where does SaaS come from?

Not sure it will hit $2K or not this week, but in the long term, $MicroStrategy Incorporated(MSTR)$ gonna meet 5000.According to Standard Chartered Bank, Bitcoin is expected to reach $100,000 by the end of this year. Research firm Fundstrat has set a target range of $116,000 to $137,000. Hedge fund SkyBridge predicts that Bitcoin will reach $170,000 by April 2025. Crypto asset management company 3iQ has set a base target of $110,000 for Bitcoin in 2024, rising to $140,000 the following year. Additionally, the company has a more aggressive forecast, with Bitcoin reaching $180,000 this year and $450,000 by 2025.MicroStrategy currently holds 200,000 Bitcoins, with a market value of around $90 billion, corresponding to a sto

$Tiger Brokers(TIGR)$ Trend reversal alert! Small platforms breaking through, HangSengTech's bull is on fire! Staying firm on the long side. 📈🔥

$Tesla Motors(TSLA)$ I am sure to take a ton of crap from the TSLA bulls for this one… thinking about the economic environment we are headed, and seeing how$Meta Platforms, Inc.(META)$ and$Netflix(NFLX)$ got ravaged by earnings misses and guidance cuts,I’m fearful $Tesla Motors(TSLA)$ may soon revisit its late 2020 trading range. Given these dramatic ranges and downside asymmetric risk, I will most certainly open a couple long straddles centered at the current trading range. I believe in TSLA, but not with this current daily pattern and with the prospect of a major earnings miss on the horizon.

hmm.. $Exela Technologies, Inc.(XELA)$ wish that guy Andrew was here a year ago flooding this board with pretty much the truth as to why we are at this price. Would have kept me out. Keep blaming the exchange/shorts/MM/HF and totally ignore the 4th ATM for the year after a 1:3 split 18 months... Forget about how only 3% of common is held by insiders now. Has nothing to do with the massive increase from 50m shares to somewhere between 450m and who knows. Yep just buy your shares from the exchange and all will be fixed. $Exela Technologies, Inc.(XELA)$

$Microsoft(MSFT)$ The Bullish: Quality matters and matters a lot.The Bearish: Valuation matters and matters a lot.The Future view: Growth matters and matters a lot.The operational quality of  $Microsoft(MSFT)$ is really impressive. The considerable premium valueation is currently being reduced. The stock has a current blended P/FCF ratio of 29.55. An average 10 year P/FCF ratio of 23.43.An average 5 year P/FCF ratio even of 31.89.Phew, take a deep breath. After that it was even undervalued at 7.34%. Kind of crazy.Analysts expect Microsoft to grow at a rate of 19.8% in unleveraged FCF over the next 5 years and between 15% and 16% operationally. Unbelievable.Then a 5y P/FCF/G ra

$SPDR S&P 500 ETF Trust(SPY)$  $Nasdaq 100 Trust(QQQ)$ $Intel(INTC)$ OH please, let this one go to 29 so you can renew your enthusiasm .$NASDAQ 100(NDX)$ Needs to go to 10500 before any real growth can occur.Just keeeep it up, bull, every dollar higher on SPY means inflation will be HIGHER soon & linger with us MONTHS longer. Already at 5 years.Do you want to go 7?

Retail car sales in China continued to trend upward amid a post-lockdown recovery, according to the China Passenger Car Association (CPCA).The agency reported that sales leapt 28% in the week of June 20 to June26 from the same period in the prior year, with passenger vehicle sales rising to 487K units, up 33% from the prior year and increasing 17% from the prior month. For the month of June observed thus far, passenger car sales in the region reached 1.42M units, a year-on-year increase of 27%.Despite the rise in sales, many of the major automakers that are either based in China or maintain strong market share in the country fell on Wednesday.Companies impacted include Li Auto (NASDAQ:LI), BYD Company (OTCPK:BYDDY), NIO Inc. (NIO), XPeng Inc. (XPEV), General Motors (GM), Toyota Motor Corpo

it's hard to catch stocks at the dead bottom. U is stabilizing and setting up for regaining some of the loss. $Unity Software Inc.(U)$ It's probably smarter to buy in when you feel the bottom has been reached, rather than trying to catch a falling knife.

$JD.com(JD)$ I still want an explanation on JD price. It cant be due to JDs 618 sales. Only difference between their performance and PDD/BABA is they POSTED their numbers?! What am I missing? $Pinduoduo Inc.(PDD)$ $Alibaba(BABA)$

Since everyone has abandoned J. Dorsey, let me tell you, he is the genius you thought he was. For instance, regarding the name change, he can now spinoff Square AU Pty Ltd and unlock value, whereby only share holders in Block will eventually own both companies. I'm sure this is in the works.$Block(SQ)$ BullishDon't be Homer Simpson when Block Inc. spins off Square AU Pty Ltd.