ColinThorndike
ColinThorndike
I wanna be rich
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$Marathon Digital Holdings Inc(MARA)$ I am confused why they rushed to buy BTC at 59k per coin with the 300million$ they raised Why wouldn’t they DCA that 300$ millionIt’s almost as if they were betting on it to skyrocket and they lostNow what? They said they were gonna HODL their BTC so does that mean that they will have to raise more $ to keep their business going? I don’t see any other way,Meaning this is gonna continue to fall until BTC does eventually double. I mean how many more months can they dilute and let the stock fall? They better release a plan or something soon cuz things don’t look good at all
$SUPER MICRO COMPUTER INC(SMCI)$ Liang also addressed a recent report on Super Micro Computer, Inc. (NASDAQ:SMCI) released by Hindenburg Research, a short-seller hedge fund that said it was shorting SMCI stock because of accounting irregularities at the tech manufacturer. Liang termed the allegations false and inaccurate, noting that engineering and support teams at the company were unaffected by the allegations and continued to build and deploy large scale AI Total Solutions.Overall SMCI ranks 7th on our list of the trending AI stocks to buy. While we acknowledge the potential of SMCI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe.
$Palantir Technologies Inc.(PLTR)$ where are all those who asses who kept comparing AI to Palantir?! Yeah that worked out well !!! Chart looks nothing like ours palantir is “the future”! Buy, HOLD, Buy more, PROSPER! I’m looking 5+ years out - $150+ is where it will! $45-$50 just on sp500 aloneHow’s Doofus Duey doing? lol he was telling me to sell endlessly from $16 all the way to $32 is he still crying about insiders taking some profits ?
$Intel(INTC)$ Why Intel still selling a lemon in this day and age?Their highest end CPUs crashing and degrading to like a lower end models, that's what I call a shady business if recalls are not conducted. Don't they have rigorous beta testers at the factory?
$Lululemon Athletica(LULU)$ 3 Weeks laterFound support on the 0.618 Fib and bounced from $226 to $270The 0.618 Fib is the most important Fib you can use to find support, we see it time and time again, if this level holds, we expect a reversal.
$SUPER MICRO COMPUTER INC(SMCI)$ Do you really think the US gov and every gov in the world isn't striving at full pace for this? This is why the US gov is trying to restrict access to the best ai computers. This is also why smci is a critical part of the ai story. The faster the computer, and larger, the more cooling they need. The skill and abilities found in smci can't be stopped. It is an arms race. A slap in the wrist is coming, and the company will fine-tune its cowboy nature as it grows. But this is the wild west of ai and some mistakes have most likely been made. The shorts are right in that regard. But these are no ordinary times. This is the time when ai has finally gotten traction. There is no way we can stop.
$Alphabet(GOOG)$ Google's recent performance has lagged behind other big-cap tech stocks, which is surprising considering its once-dominant position in AI. The company squandered its early lead in AI, potentially due to a mix of complacency and a focus on DEI (Diversity, Equity, and Inclusion) initiatives that may have diverted attention from core innovation. This shift in priorities could have contributed to the company's current challenges in maintaining its competitive edge in the rapidly evolving tech landscape.
$Micron Technology(MU)$ Lol MU is up a whole 2% in the last 6 months.... That's how ridiculous this is right now... Like I said before MMs and Hedge Funds got caught with their pants down on last quarters earnings. They're trying as hard as they can to steal shares from retail because they sold too many shares and are trying to get them back.The problem for them is it's not working.... 20 trading left until the company can start buying shares again.
$Alphabet(GOOG)$ let's not lose sight of GOOG's potential. Highs and lows are part of the market, and semiconductors and AI stocks may just be experiencing a temporary downturn. According to Alphanso_AI, GOOG holds a strong buy rating with a 9.8/10 score due to its promising profitability and catalysts. So, the current market scenario may not depict the whole picture.
$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ If Nasdaq falls , I'll increase the weight a bit NVDL SOXL to about 60% (current weight is 30 %) , and if it rises on the day of the earnings announcement, I'll just sell it all.First of all, since the ones I picked up have already been converted into positive, I think I will decide to buy more after seeing the market flow . If the futures flow is good, I will probably just continue with the existing weight rather than buying more.
$Tesla Motors(TSLA)$ So, people are seeing the massive computing power that Tesla is preparing to unleash for solving real-world AI applications like Full Self-Driving (FSD) and the Optimus robot, and yet TSLA opens down? It’s intriguing to see such a disconnect.
$Microsoft(MSFT)$ Bit more on that dividend flow, which you see when a ticker's ex-div date is the following session1) MSFT calls with the highest volume. Ignore the 415 weekly2) the 'dividend flow' is an arbitrage trade which involves immediately exercising the calls3+4) note the 375 and 250 weekly calls. $140M and $129M in premiums respectively . Look at how open interest was completely cleared out because of this strategyMSFT did perform well but due to factors unrelated to this activityImageImageImageImage
$NVIDIA Corp(NVDA)$ NVDA Stock Estimate.150 after Earnings230 by Christmas1000 by end of 2610/1 split 2027Attention all short sellers! If you don't want to lose your shirts, it's time to cover your positions NOW. NVIDIA (NVDA) is on the move, and the window of opportunity is closing fast. This stock is set to surge, with $270 just around the corner. The momentum is building, and those who hesitate will be left behind. Don't miss out—buy now before it's too late! NVIDIA is going to the moon! GO NVDA!
$NVIDIA Corp(NVDA)$ follow the money, ignore the shills. cnbc has been selling bad info since donalds admin. disinformation became the play at that point. believe half of you seen and 90% of what you hear. and do you own DD, then cross-reference 8 times. being well informed is the investors best friend. this is why all the longs knew nvda was a 15+trill stock from the august 2023 inflection point. bears need to stop listening to your friends. blind leading the blind.
$Taiwan Semiconductor Manufacturing(TSM)$ I've been in TSM since mid 2020 and am obviously pleased. But let's not get ahead of ourselves. Fundamentally, TSM does not deserve the multiples of NVDA or ASML. Like-capex the others do not have, and that is not a strength for returns. It's a margin killer, with no way out of ever increasing capex requirements. Miscalculations by TSM, like the AZ plant, can wipe out a good chunk of earnings. But it is a strength for warding off competitors, which is as important to me as absolute return. I'm holding for many years more.
$CrowdStrike Holdings, Inc.(CRWD)$ Many of you think it was impressive that CRWD went from 200 to 230. Look elsewhere when the market is in panic. My SVIX went from 18 to 23. It's a 27% gain vs a gain of 15% with CRWD. I said CRWD is a trade but when the market is in panic, it's a different ball game.
$Micron Technology(MU)$ What I’ve noticed about MU is it seems to continuously fail to sustain or hold its rallies, but when it runs out of gas often drops like a rock. After rallying prior to their last earnings report, it disappointed and sold off a bunch post earnings. I would not want to own this stock because of the volatility, but I would say it is a very good stock to trade options on because of the big trading price swings. I’m rooting for MU to be successful, but I have to be honest in saying all of the rallies I’ve seen have turned out to be fake. By the 3rd Friday of October, I will need to be at or above 139 to recover my investment, or hopefully make some money if it trades higher. Based on current trend, I won’t be holding my breath.
$Marathon Digital Holdings Inc(MARA)$ MARA is starting off August production very strongly while the other miners are underperforming. MARA produced 10 blocks on 8/1 for 32.5 Bitcoin (includes small Foundry payouts). While Bitcoin sputters at $62-65K, MicroStrategy’s Michael Saylor is doubling down by raising $2B in financing to buy more Bitcoin. This should help the price. US Gov. and Mt Gox are still holding their Bitcoin. From what I see, the recent Bitcoin dip is caused by selling pressure on all exchanges, in particular, Coinbase and Kraken.
$Amazon.com(AMZN)$ Amazon should be doing better. They need to spin off retail so they can fail on their own. It’s just consistently keeps dragging down the profitable side of the company qtr after qtr.. they should split the company up like GE and spin off the different sectors and let them profit and climb to all new highs..GE did and It turned like 7k into 13K for me. it’s draining watching this every qtr, wash, rinse and repeat.. down 8 1/2 percent currently..
$Coinbase Global, Inc.(COIN)$ Coinbase will pay a $4.5 million fine after a 30% discount. Fortunately, it is committed to working closely with top regulators like the FCA to ensure a compliant, trusted, and secure platform for customers. IMO, COIN rates a BUY.

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