$AMC Entertainment(AMC)$ --AMC is reporting a negative operating profit, so it's not *just* the debt load, though I agree that the debt load makes any kind of salvation for its shareholders even harder. They just don't generate enough in concessions sales to cover costs. Which is why they need, even more than CNK does, to do something different about the business model.--AMC's take rate for Eras Tour was far closer to the blockbuster rate than the mainline rate. It was *Swift* who negotiated a great deal for herself, as you'd expect the world's foremost musician today would be able to. She got near-blockbuster rates despite dictating run count, pricing, and weekly scheduling. AMC did take a distribution cut, but it was pre

$NVIDIA Corp(NVDA)$ AI is here. All companies are buying AI. they don't want to be left behind. NVDA will not disappoint they are the main supplier of AI. Demand is so high NVDA can't keep up. $1,100 this week and $1,800 gold Rush target. shorts take cover

$Novavax(NVAX)$ The current partnership rids the companies previous management mis steps and handling of covid rollout and the current structured deal Imho shows a significant uptick in the fortunes of the company. There will be set backs and sp reversals which represent golden opportunities for the likes of me to average down. Essentially we have a technology platform espoused by Blue which remains impregnable-hence Sanofi decision to take a 5% stake because as a company they recognise the patent value of NVAX technology and what Sanofi lacked was the ability to develop their own combination vaccine that is within the ability of NAVX to develop and commercialise with adopted partnersNAVX is good at developing the patents

$AMC Entertainment(AMC)$ Last chance to short before the significant drop near today’s close. Buy your $4 PUT options with end of May expiration. Will likely reach sub $4 today. The news is out; Jim Simon’s scammed everyone long. Only the short positions can win now.

$NVIDIA Corp(NVDA)$ Nvidia (NVDA), the market's most important stock, broke out past a buy point a week before earnings Nvidia Stock Breaks Out NVDA stock rose 3.6% to 946.30, clearing a 922.20 cup-with-handle buy point Bingo folks……200 billion dollars in data center revenues for next year? wow 👌 Long NVDA! 🚀

$Palantir Technologies Inc.(PLTR)$ I will tell you that PLTR still looks pricey to me, and I'm not going to be adding at this point. The balance sheet looks pretty strong, so I'm not worried about it in the long run. Some day it may live up to the hype. They continue to have good growth in their customer base, in both the government and corporate sectors.I started buying at $24, and averaged down, making my last purchase at $7.23. I'm now solidly in the green, and have entered the 'hold' phase of my 'buy and hold' philosophy of investing in this company.I don't fault anyone who says, "This is a fine company but overvalued."I believe it will overtake the stock price, eventually, through above average growth, eventually, ho

$Alibaba(BABA)$ I believe Chinese tech is massively undervalued and I’ve sold my US growth funds in the last month to build positions in Baba, Tencent $TENCENT(00700)$ and Baidu $Baidu(BIDU)$ as well as some China ETFs. Im up over 10% in just a few weeks and also getting some dividends on top. I see far greater upside over next 2 years in Chinese tech than US tech. Gives me hope the earnings will be better than expected and the price may go down giving an even better buying opportunity. BTW, I buy Chinese tech in the HK market as no WHT and in case the US kicks them out!

$Sea Ltd(SE)$ Weekly chart looks like it's turning up. Decent volume on the up weeks. MACD remains positive, and weekly RSI making new highs. This stock reports earnings this week. Asian stocks are heating up, could this one be ready to make a big move? I am long.

$Roblox Corporation(RBLX)$ RBLX on the 4H chart is presently at the low extreme in its trading range over the past six months with the VWAP bands and volume profile overleaid. Pivot highes in the winter were in the 46-47 range while the 2023 pivot low was 25. RBLX is a kid's favorite and compets well with the other competing gaming setup. At present price touched 26.75 on 4X relative volume ( selling). This is an obvious bottom. I will puck up a long trade here targeting the VWAP and POC lines at the range of 37.50 to 39.50 and so seeking a profitable trade of 20-25% overall in two pieces at the respective levels. Call options will be entertained if there is sufficient volume to support ease of liquidity.

$ARM Holdings Ltd(ARM)$ I have fully assessed ARM earnings and guidance.ARM , like so many other semis has a great business model and you might even say a moat.highly profitable and solid balance sheet.ARM will earn 1.55 eps next year and the guidance was for essentially slow growth( in fact they lowered growth estimates )Now if ARM was trading at a forward p/e ratio of 30 ( which is arguably very high ) the share price would be around 46.50 a share and its trading for twice that amount.So the story ( as with so many other semis right now ) is that the multiples are insanely rich .i don't own and i do think the company is rock solid ,so far as a business model, but i see no reason to buy at current price.I think we are in

$BIDU-SW(09888)$ I think I'll jump in this one APPS $Digital Turbine(APPS)$ . I also consider BIDU as well. Not as beat down as APPS but has a PE of 14X and some of their AI work is showing some substantial green shoots (e.g. Apple looking at their technology for iphones in China, Partership with Nissan for "intelligent autos", 200M downloads of "Ernie Bot" - their version of ChatGPT which they claim is better - of course they do). But the partnerships stacking up validates what they say about their AI. Hard to find a company on the leading edge of AI trading for 14X earnings. GL!

$Alphabet(GOOG)$ uber $Uber(UBER)$ runs on goog cloud and maps, google already makes a lot of money of Uber. Uber is heavily dependent on Google. Google/Waymo doesn't need Uber, google is already on half the population's devices and the majority of web browsers. youtube etc when they want people to try

$Marathon Digital Holdings Inc(MARA)$ MARA has broken out of its downtrend after testing its final support at $15, the .5 FIB at $16 and the gaussian channel at $17. It is looking strong in this current wall of resistance till $21. Next major resistance to test is at $25, above that starts the blow off top.

$Sea Ltd(SE)$ Even though it was 35 like 6 months ago this thing is still cheap. It's had strong upward movement heading into a growth tech bull market when rate cuts inevitably start in a few months. I don't know about you, but I'm not selling a single share.

$JD.com(JD)$ Next week is a crucial turning point for JD, its either to break 170 week resistance zone or reverse back it its 170 week support, with the upcoming earning report, expecting a positive outcome, i think it will finally break it ! I’d love to see this crack $40 again

$Taiwan Semiconductor Manufacturing(TSM)$ you have to trust the plan. They are making all the right relationships. It’s all part of their plan to stay on top. It’s not about crushing earnings they continue to gain more of a dominant position bringing more orders in by not overcharging for pure numbers. It’s a building game. Even if a company wanted to switch it would be extremely hard to compete. $Intel(INTC)$ Intel already said its years away and outsourced to tsm. There is so much value in being in their position. Being the cutting edge in a time of rapid expansion is pretty much invaluable. They can do it better than everyone else. Their relationships will continue to grow on

$Taiwan Semiconductor Manufacturing(TSM)$ Today and Friday are going to be very volatile days. Good luck to all! Remember folks. Bulls make money, Bears make money, Pigs get slaughtered. In other words, don't be greedy. On Apr 22 a whale loaded up on $130 calls for July 19 opex. Already in the money. Follow the whales.

$Riot Platforms(RIOT)$ I could be wrong but it seems impossible $RIOT will continue it's 3 year down trend if BTC.X goes up much more. MARA $Marathon Digital Holdings Inc(MARA)$ at $20 and RIOT at $12, that's all you need to know. Something has to give by 4/29/24. Truthfully, if RIOT drops again I'm selling my other miners until either it stops or I am all in. RIOT's average cost for electricity is even lower than CLSK $CleanSpark, Inc.(CLSK)$ so bring it back down to $10 and let me go all in like I should have.

$Microsoft(MSFT)$ MSFT is ridiculously under-valued. Opportunity to buy more now. Don’t wait. MSFT is up sharply in the long run. MSFT significant appreciation is proven recordHistorical fact from MSFT multi-year chart is strong EVIDENCE that MSFT has performed excellently, out-performed most other stocks, and the best of 7-Magnificent. Be patient. DON’T SELL

$ASML Holding NV(ASML)$ The rule to wealth building is “time in the market” rather than “timing the market”. So long as ASML is a healthy company that produces products that their customers want, it is a futile game to try to anticipate every minor fluctuation in the price that the market assigns to its stock. The greatest investors refuse to play that game. I don’t know about you, but I am very far from being a great investor. So long as the price is not at clearly insane levels, I plan to continue adding small amounts of ASML stock to my portfolio, both whole and fractional shares, until I reach a full position, which should take maybe four to six years. During this period, I will be buying stock that *only in retrospec