$Intel(INTC)$ INTC is not going bankrupt, but this latest earnings announcement is nothing new for Intel. It's just Intel being Intel. Intel was one of the first individual stocks I ever bought back in 2001 after the dot com bubble burst. I figured INTC would be one of the first to get its act together. We were still buying lots of Intel based computing devices then. Well that stock floundered for 13 years and then I finally sold it. It did proceed to increase 2x over the next few years. For the most part, this company has been very poorly run since the 90s. Nothing has changed.

$SUPER MICRO COMPUTER INC(SMCI)$ So, what is going on? I thought the shorties said this was going below $400 to new lows since they were shorting? But guess what? Just isn't going there as my ai predicted. Go smci? Although I would personally like it much lower. Then I could get even cheaper shares. But the smart money is buying. Maybe some of these shorties even work for some of the smart money. This would have to be an exceedingly bad call, for instance, by H. at these prices. Raise your hand if you think they are that naive. The ai revolution has just started. And they want to short a company in the middle of it?

$Palantir Technologies Inc.(PLTR)$ This will probably drop next week a little bit but the reality is that we'll start getting SP500 buzz again for the Sept 6th inclusion possibility and then the FED should take it from there with rates cutes for the next 2 years. A few contracts and we're knocking on 40. Confidence is high.

$NVIDIA Corp(NVDA)$ Cramer says the expectations are too high and he would expect a big drop post earnings. As nothing Nvdia says will satisfy Wall Street. Says it will be better to sell now and buy back cheaper. Goldman sacks expects a $300B swing in the stock price post earnings showing high volatility. This could be 1999 and we could see some tech drop to extreme levels creating a recession. Scary stuff!

Last Friday, Russian Deputy Prime Minister Novak announced that he would voluntarily cut output by 500,000 barrels per day in March. As soon as the news came out, oil prices rose by more than 2 dollars. In his speech, Novak stated that he would not sell oil to countries that directly or indirectly implement the principle of 'price ceiling', and set a 'price ceiling' on the sales of Russian oil and petroleum products. The mechanism is to intervene in market relations and is a continuation of the collective destructive energy policies of Western countries. Production cuts will help restore market relations. At the same time, U.S. consumer prices rose in December, instead of falling as previously estimated, and the data for the previous two months were also revised upwards, which increased th

If this report came out a month ago this would have been down 10-15 per share easy. After 14 months of bear market pressure from Nov 2021 it looks like people are starting to not care about the recession talk and all the negatives. Buying these type of stocks in Big Tech will pay out huge for the next 20 years and it's why people invest.Amazon has a wide moat of very good and great products and is number one in market share in cloud and e-commerce with advertising making great strides. Amazon has gone through down cycles before and has came out a stronger and better company and will again. Holding my shares forever it will make me richer for it. Even if it takes two, three years or longer .$Amazon.com(AMZN)$

$JD.com(JD)$ There is no problem. The low on April 16 was exactly on the 50 Fibonacci line from the low on January 22 to the high on March 13 (black table). If we had reached the 61 Fibonacci (golden zone), I would have been worried about a trend reversal, but we bounced upwards off the support line. Accordingly, we were in a bull flag, from which we broke out to the upside. Measured from the low (22. January) to last high (March 13) to the low (April 16), we are currently just below the 38 Fibonacci extension (blue table 27.61). We may test the upper limit of the bull flag once again in order to close the small gap, but after that we should continue higher.

Great analysis making many great points with which i agree. the bulk of amzn's sales volume comes fr its high volume/low margin online retail biz that's marginally break even with its huge overhead employing over 1 million (which they overdid), building and maintaining warehouses (which they overdid) and requiring an army of trucks, vans and planes that have to be acquired, insured, maintained and fueled. as you aptly say, amzn serves customers and amzn execs well but is actually a lousy biz for shareholders for 1 very obvious reason: it lacks pricing power. price increases would drive sales away...the opposite of a great biz like apple's which has unmatched pricing power because of its fiercely loyal 1.2B worldwide users w/a satisfaction rating of 99%...apple's p/e is half amzn's. apple d

$NIO Inc.(NIO)$ When a stock already hit rock bottom .. you can hit it with all kinds of doom and gloom and the stock just refuses to go any lower. NIO still holding strong at its tight trading range .. but August going to be a different story.NIO is going to run in August.

MSFT business does not depend solely on Bing and search. Alphabet depends primarily on search. If Bing really takes off due to AI, Alphabet is in big trouble. I hear that Alphabet is really cutting expenses hard so they are likely losing ad growth. MSFT has a lot of reoccurring revenues though a subscription based model so my opinion is that MSFT is much safer.MSFT is a never sell in my book. As for buying more, that's really a personal decision. How many shares do you have,how long are you holding for,do you have a lot on cash available, and on and on. MSFT is my largest holding, so I'm a bit biased. Good luck,whatever you decide.

$NVIDIA Corp(NVDA)$ I actually think every single person in this board does know that NVDA will continue to skyrocket, that a massive earnings report next week will be setting a new high, that the rest of 2024 through at least 2026 is in the bag, and this will be a consistent wealth maker for longs (albeit with typical ups and downs we would expect). Those who say otherwise are posers trying to manifest the opposite are simply scared and regretful of their short positions

$Alibaba(BABA)$ Alibaba's dividend this year is 2.66%!!!Stock manipulation is obvious....Don't sell stocks cheap to scammers and their media fraud system and wall mafia.....Target price this year is $140-160!!!Alibaba's stock price is undervalued by about $45-55!!!US debt is huge and US stocks are extremely overvalued!!!Be careful that the US dollar will collapse!!!

The deal of the century for UBS could have been the deal of the century for the Swiss government.We are shocked, and remain shocked to the bone, that CS can disappear over ONE weekend like a bloody bank in a banana republic.Conspiracies in Switzerland must be fired up like "who killed Kennedy"!I give 10% of a chance that deal of the century may not age well as is. My reasoning is that Gordan Gekko et al must know that UBS is not going to let go of the deal of the century, and hence UBS will come up with some green mails, warrants, etc., to compensate for the "injustice" done, and, for the Gekkos to go away before the election this year.Why not, after all, the Swiss government is paying for it ! $Credit Suisse Group AG(CS)$

As a longtime fan and holder of Bitcoin, it pains me to describe how awful and unreliable Coinbase is as a platform to buy and sell crypto. I'm holding around $2,000 in assets there. For the past two weeks, I have been unable to sell and cash out of any of my holdings. The assets are just stuck there with no explanation from Coinbase. Only that "there's a glitch" they're working to fix asap. Can you imagine a bank telling you for two weeks your funds are frozen due to an unspecified technical glitch? Meanwhile, depositing new funds on Coinbase is easy as pie. But just try getting it out! I'm not a short-seller or basher. In fact, I'd hate to see the black eye for crypto another FTX-type meltdown would generate. But this is ridiculous behavior for any legitimate financial firm. I wish a fin

Interesting article, I wish there was some coverage of their Grab Eats vs e-hailing revenue, profitability and growth prospects for the 2 segments. Also,a) since stock-based compensation has been a 'killer' expense for most of the companies in the high growth phase, some indication of its trajectory going forward would have been helpful; andb) an analysis of their revenue trends by major countries, growth in their respective areas, and potential going forward would have been useful, along with some pointers on competition (or lack thereof) in each of them. $Grab Holdings(GRAB)$

$NIO Inc.(NIO)$ Really looking forward to 2025 with Onvo in full gear and swap stations being built by partners. Hopefully Bin will ease off the R&D spending as partners take on some of the costs. As soon as Nio gives a sign that spending will stop , the stock price will increase very quickly. It's only a matter of time.

$Affirm Holdings, Inc.(AFRM)$ We’re nearing the end of this Bear market and inflation is finally subsiding. There is over $5 TRILLION in cash sitting on the sidelines in money market funds and consumers have another $1.4 TRILLION in liquidity to keep the economy moving along. When the Bull re-emerges the move back up will be violent and will continue for years! Be patient because history tells us longs will win again.

It still maintains itself as the worst EV stock ever. It will stay at this level and we just going to brace for a likely poor earning report this coming Friday, a bad day for stock market, that it may plunge to $6 or worse $5. We should participate in their conference call after earning report and throw our questions and concerns to the good CEO. Oh well , it is what it is. I’m long but discouraged. $NIO Inc.(NIO)$

Not lost until sold and I am holding for the inevitable and inexplicable spike that happens when the shorts hit the road en masse by Friday. $U Power(UCAR)$Excited Golden Retriever GIF by MOODMAN