$Astera Labs, Inc.(ALAB)$ Another version of $Snowflake(SNOW)$ . Expect a 35% decline. How is ALAB better than our $Vertiv Holdings LLC(VRT)$ as an ai play? This baby will be shorted as soon as market-makers complete gathering together. Perfect time to short because the stock shouldn't be trading anywhere near $65 and the company is not worth over $10 Bil......Lol
$Taiwan Semiconductor Manufacturing(TSM)$ Among semiconductors, I also like tsm and Qcom. tsm has been consolidating and oscillating here for a week, from being too far away from the moving average to falling back to the EMA 8 moving average, standing firm at 150, supporting the rebound, tight wedge breakout, and good indicators. Wednesday trading strategy, breaking through 154, roll up call, Try to avoid going above otm. As long as it breaks through 154, I believe it will not be a problem to test 156. The target for the day/week is 156, 158.4, or even 160.6
$Digital World Acquisition Corp(DWAC)$ So the big secret that Magas and dwac bag holders think is going to make this pile of carp moon tomorrow is Dump is going to do a play by play as President Biden is giving the State of the Union speech tomorrow night.I or no one I know is going to be watching trump tomorrow night because we'll be watching Joe deliver the SOU live and don't plan on being distracted by the Dump. Secondly I or no one I know has Troof Social.So the only ones that will be clueless and misinformed after the SOU speech tomorrow will be Magas, as usual, who watch the Orange Dump instead of Biden.
$CrowdStrike Holdings, Inc.(CRWD)$ If NVDA goes up big tonight I guarantee we'll be back over 300 tonight and tomorrow the 315 area. Yes, different sectors, but the Naz will jump and also the depressed psychology of the mkt will reverse and lift all boats.
$Sea Ltd(SE)$ From high growth with no profit, to high profits with no growth, management has learned and experienced the boom and the bust. Now they will manage growth and profitability at the same time while dominating the southeast Asian market. My wish for the future of Sea is that they use their profits to invest in a return of Shopee in the Indian market as well. It's a highly competitive market, but the opportunity is huge. Even as the number 3 or 4 e-commerce player Shopee will double it's market size. Shopee can use it's successful playbook from similar markets to re-enter India and be successful in the long run.
$Genting Sing(G13.SI)$ Now, I look at the bigger picture, and one way I can understand many analyst forecasts is to see how they compare to past performance and industry growth forecasts. What stands out from these forecasts is that Genting Singapore is expected to grow faster in the future than in the past, with revenue expected to grow at an annualized rate of 8.6% by the end of 2024. If realized, this would be a huge number. Increase. This is much better than the 6.2% annual decline over the past five years. Therefore, I think Genting Singapore is expected to grow faster than its competitors, at least in the period surrounding Taylor's concert.
$Intel(INTC)$ Google is rumored to be moving away from Samsung on its Tensor chip for Pixel 10 due to performance issues. Why aren't they picking the 18A by IFS? why are they picking the 3nm by TSMC? Anyone know? It would be nice for IFS to get some new business.And with all the talk about how risky making stuff in Taiwan, TSMC keeps growing with new business. Shouldn't Intel's 18A process that leapfrogged TSMC be signing up Apple's next gen chips? Maybe the M5 chip? There is absolutely no rumors on that. Wouldn't it be in Apple's interest to develop IFS as another alternative so it has better pricing power?
$NIO Inc.(NIO)$ How much of the recent huge chinese gov budget support regarding chips production and solid batteries manufacturing/R&D will benefit NIO? At least, that will improve P&L as subventions will help decrease R&D and interests cost. p/s ratio is lower than it has ever been. Imagine if it was granted the same premiums like American companies, easily trading at $80-$150 billion market cap.More than 10,000,000 shares available to borrow for the Wall Street Short crooks.It's to help them dig a deeper hole for themselves.Truly Amazing, The more they sell, the more they lose every Quarter!
$Duolingo, Inc.(DUOL)$I just want to see who is still blindly following the trend and investing in artificial intelligence stocks? you got to be kidding me running this nonsense up like this to 52-week highs. The forward PE is 843. How quickly they forget what happened to Tesla $TSLA when they ran the forward PE up to 1,000. It immediately cratered down to $100 a share.You people just gave the short players and the naked short sellers a wide open front door to this one!hahahahah! bearish!!
$Advanced Micro Devices(AMD)$ AMD was upgraded to "strong buy" today. A few people on this site are trying to ruin any good news for AMD. Do your homework and make up your own mind. AMD, Bullish!!AMD will double to about $350 a share or $500 billion in market cap. NVDA will grow to $5 trillion.Chips rule the world
$NIO Inc.(NIO)$ No one knows for sure which way this will all play out right now. I know that there is a few big months comming for NIO. I believe in what this company is offering. so I am invested. This year a saying found its way to me. "Those who dare win" was the words that I found. so right now I think of this. NIO "Dare to Win!"... "Blue sky's are ahead"!
$Grab Holdings(GRAB)$ As a result of my recent work on $Sea Ltd(SE)$$Grab Holdings(GRAB)$ , I continue to be reminded of the idea that SE Asia’s runway for growth in FinTech product adoption, Digital Mobility adoption, and ecom adoption is incredibly long, as in we’re still in the first inning Yet, astonishingly, the growth narratives for essentially the only two viable tech conglomerates in the region have been relentlessly doubted in recent years Which is curious because, for a decade+, these narratives were wholeheartedly embraced
$TENCENT(00700)$ Tencent Holdings will announce its first quarter results next Tuesday (14th). Driven by the growth of high gross profit income (including video accounts, WeChat search advertising incremental business, financial technology and business services (FBS)), this website combines 15 securities companies It is predicted that Tencent's non-IFRS net profit in the first quarter of 2024 is expected to be between 39.3 billion and 44.6 billion yuan, an increase of 20.8% to 37.1% year-on-year from 32.538 billion yuan in the first quarter of 2023, with a median of 43.323 billion yuan. RMB, an increase of 33.1% year-on-year.Based on forecasts from six brokerages, Tencent's net profit in the first quarter of 2024 is exp
$XIAOMI-W(01810)$ Xiaomi Motors began to disclose new business investments including automobiles in 2022.3.1 billion invested in 22 years6.7 billion invested in 23 yearsEstimated investment in 2024 is 11-12 billionFrom the perspective of shareholders, it is hoped that Xiaomi Motors’ investment will not increase in the next three years, and its quarterly investment can be controlled below 3 billion.Even so, Xiaomi Motors will need two subsequent models to succeed in order to achieve a profit-and-loss balance in its automotive business in 2026. To be honest, the probability is not high.You need to be patient if you hold Xiaomi stocks in the future.Xiaomi's business model is not friendly to shareholders. The main reason to
$DouYu(DOYU)$ Based on other big special divs (see LU), this is likely to be flat to down after this short covering, until it goes ex-dividend. And based on personal experience, the ADR bank will take like 20% of the dividend per their agreement with the issuer. It's a ridiculous amount for ADR holders to lose, but it's fairly consistent.Awesome bump here, but there's little to keep this moving higher now that the shorter covering is happening (1.6 million shares as of mid June). Shorts would have to pay the special dividend, so weaponizing the cash like this was a good move by management.
$Tesla Motors(TSLA)$ Tesla will implement their revolutionary Unboxed Production Process next year which will cut production costs 50%, plus: Tesla’s 2-shot gigapress chassis, and fewest parts and production steps, make Tesla the lowest cost and highest quality BEV manufacturer in the world by far, even compared to all Chinese manufacturers..
$MicroCloud Hologram Inc.(HOLO)$ i was wondering what legitimate reason could be for that massive price action quarterly in the last few years on this. I wish I bought Friday, I've been watching this for the past month had a feeling this was gunna happen regardless of the gme amc meme craze
$PayPal(PYPL)$Playing a stock is one thing TD, but playing the board is another.Please, if you sold, no need to bash. If you bought, no need to pump. You are playing this board because you sold.If it goes lower does before results, does this mean you will not buy, or are you waiting for after results to buy back?We're all adults. I have a long and trading position in PYPL. Do you see me bashing the stock when I sell? No. I try to tell it as it is. If you don't like the way it went up, then no need to emphasize this by saying buyer beware, or that it's going to crash.PYPL is still currently undervalued, and if you don't think so, you shouldn't buy back in at all.
$Walt Disney(DIS)$ Disney has to choose and embrace their roots of wholesome family content or instead double down on and fully embrace who they want to be(come). The former is what brought them here, and the latter takes them where their traditional consumer has never been before. There is a clear bifurcation here so choosing one destroys consumer demand in the other.Put another way, Daniel Tiger's Neighborhood is clearly not Mr. Roger's Neighborhood.The bottom line, both literally and figuratively, is that Disney stock value will suffer for the long term.
$Microsoft(MSFT)$ Today only MSFT and NVDA closed green among 7-magnificent while S&P-500 and Nasdaq closed RED. The other five stocks of 7-Mag closed RED. Obviously, MSFT is fundamentally strong.Follow market cyclesHave the SPX bottoming end of first week of May to second week of MayApproximately May 6Technology stocks bottom end of April which corresponds with tech earningsMicrosoft should rally end of next week with earnings announcement.I'm tired of taking a beating when I own a winner.I'm selling my other stocks and buying MSFT..it's not even close the second best stock out there...😎💰💰