$Apple(AAPL)$ Even with a minority of people interested in AI, Apple will sell about 228-230M iPhones this year, like they did last year. With an install base of 1.45B iPhone users, roughly 300M users with iPhones 4+ years old, and taking about 30-32M Android switchers each year plus brand new, “never owned a smartphone” users, it’s very possible even without AI features, Apple will continue to sell at least 225-235M iPhones annually. Worldwide economies, even in China to some extent, are recovering from post pandemic economic turbulence, and that’s about 58% of revenue for Apple, so plenty of people doing well economically who are Apple users. If iOS 18, Apple Intelligence, and the upgraded iPhone 16 and 17 hardware reso

$Apple(AAPL)$ It's better to have one good product than none at all. Whatever is holding Apple's share price up is fine with me. Some funds must think it's worth the value even if you don't. Individual "expert" opinions don't matter for Apple to hold its value.With drop in intrest rate comes more spending on retail, and AI is growing at huge rates. The new phone is going to make a big bang next week. We are going up this next quarter.

$NVIDIA Corp(NVDA)$ Great buying opportunity possible this goes up to $250 before 2025?Don’t know about $250; especially with the uncertainty of a recession; however, we will know more by the end of the month. $200 maybe, but not $250 before 2025 or a near term drop...I also think we can hit the nineties again over the next month. It’ll only take a scare…. That whole recession thing… So, it could go up. It could go down!!!! lol! None of us have a crystal ball. Money might even run to Gold for a bit… to hide and keep value before the market has very clear direction.Nonetheless, $250/$300 for sure over the next three years (ish).$1k over the next five to ten for sure though.

$Tesla Motors(TSLA)$ It is far too low of a P/E to apply to a company growing earnings at that rate, and with the potential to dominate many markets over the next decade. It also does not account for the high probability that in the 2025/2026 timeframe the company is likely to be able to produce about 1 million more vehicles per year, or greater, nor that they may be selling insurance and subscription services to a reasonable amount of their total annual vehicle sales (FSD is $99 a month). It also does not take into account the robotics, AI, battery/charging, and solar businesses that warrant higher valuations. That is why I applied a 65x forward P/E to 2025 earnings on the core business, and gave a $80 premium for curren

$Axon Enterprise, Inc.(AXON)$ Axon hopes it will cut time spent by police officers on completing reports in half. If that becomes reality, it will become a force multiplier for agencies struggling with recruiting. International agencies send representatives to trade conferences for law enforcement executives, so it may not take long to roll out when Axon is ready. As long as the stock performs the way it has, we’re all winners.

$Lockheed Martin(LMT)$ I'm telling ya folks, LMT is likely 30% undervalued. It is a well run company that is absolute expert in military and space systems, and is well poised to leverage technology growth into defense and aerospace systems. If you are the government, who you going to trust to create the next generation of defense capabilities? The choice is clear.

$SUPER MICRO COMPUTER INC(SMCI)$ The gains made today certainly suggest that Super Micro could be making a comeback. However, the stock has plunged around 55% since hitting a high of $1,229 per share. Some grew concerned about valuation issues, which is not that big of a surprise once a stock quadruples in less than three months. But it also posted a record revenue figure of $5.31 billion in its fourth quarter, which was a 143% increase against the same time last year. This makes it easy to wonder if it can continue growing at such a high rate and justify a return to its record high. The numbers certainly support assertions that Super Micro is producing and making money for shareholders regardless of what Hindenburg Resea

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG is a cash flow machine and market is currently playing the sell the legal action news. lol - $Apple(AAPL)$ , IMO has far greater challenges ahead but investors love it. Warren B sold big and that should be a flag for most that have not seen the obvious signs. Play GOOG with a long term view and you will do well.

$NVIDIA Corp(NVDA)$ Some made a good point about the CAPEX spending by hyperscalers. In many cases, these companies haven't had significant opportunities for productive investments, leading them to engage in share buybacks and raise dividends. While that's good for shareholders, it doesn't necessarily make the company more productive. However, with Nvidia's GPUs, they now have something substantial to invest in, which will make them very profitable going forward. Anyone bearish on Nvidia over the next five years is out of their mind.Nvidia-stock-analysis

$NVIDIA Corp(NVDA)$ Jensen stated that the Blackwell delay resulting from redesigning a mask (the fix is already complete) will increase fab yields and thus lower cost. That means that the "disastrous" (snicker) reduction of gross margins to a "meager" 75% are probably going rise again as Blackwell ramps. By the way, the QoQ revenue forecasts of 8.2% +/- 2% growth mean that on the upside, the YoY revenue is still growing by a brisk 49% annually. Since NVDA habitually sandbags, the upside scenario is likely.The approximately constant total increase in QoQ revenue you stated serves to fool the investors who are already fools to begin with. However, with the Blackwell ramp and increase in

$Apple(AAPL)$ if Apple double in 2 years I’m retiring at 60. $120,000 total investment will be worth $2,400,000. Only sold 1000 shares after decades of holding. Investing is not gambling.Apple makes $120 Billion a year PROFIT and buys back $100 Billion in stock. In 2016 Apple had 24 Billion shares outstanding and by the end of 2024 it will be 15 Billion a Capitalist dream come true creating incredible demand for the stock while simultaneously reducing the number of shares available for purchase! The only complaint I have is Elon Musk should be hired as Apple CEO so every time an analyst takes a cheap shot at Apple Elon Musk comes out immediately and makes them eat it! Tim Cook is way to meek!What are you afraid of? Join i

$SUPER MICRO COMPUTER INC(SMCI)$ Market participants should, thus, ignore the newsflash and focus on Super Micro’s fundamentals. Bears may argue that SMCI’s gross margins have dropped from more than 15% in fiscal years 2022-2023 to 11.2% in the fiscal fourth quarter of 2024. Yet it’s true that the company has notched $14.94 billion in sales for fiscal 2024, up 110% from a year ago. Super Micro’s earnings outlook for the current year looks encouraging due to an uptick in demand for graphic processing units and rack-scale solutions required for AI applications.

$SUPER MICRO COMPUTER INC(SMCI)$ Everyone and his father, mother and brother sold their SMCI stocks. Who is the buyer ? Most probably Hindenberg. Well played. Now another 4 weeks down the line, a news will come out that they were kind of speculating and all is well. Most probably they went long here in addition to closing their shorts.

$NVIDIA Corp(NVDA)$ I hold 43,500 shares (cost basis $4.70). I dropped $1,150,000 just before the split and since That is 10,360 shares at $111.I'm pretty much in. We are buying quarterly now. We'll keep it to $100K until we collect about 60k shares. And if nothing is better by then, we'll just keep shopping, NVDA.We do not plan to access our portfolio while being retired. We have mailbox money and our cost of living is quite low compared to our wealth. We've enjoyed our life and I really don't see how spending millions is going to add spice to our lives. We've seen enough and our experience gauge has been satisfied.

$Li Auto(LI)$ $LI AUTO-W(02015)$ Honestly, when I look at LI, it’s pretty clear that the downside is pretty much capped, and the upside potential is looking huge. I’m feeling pretty bullish on this stock. If you ask me, it’s a smart move to start gradually adding to your position over the next few quarters.The way I see it, we’re in a bit of a buying window right now. The risk isn’t too high, but the potential rewards? They’re looking really promising. So, don’t go all in at once—pace yourself and build up your position slowly. This way, you’re in a great spot to benefit as the stock starts to climb. It’s a solid play for the long haul. I’m definitely planning to keep an eye on it

$Apple(AAPL)$ using p/e to value apple misses apple's true value which is its 1.5B fiercely loyal users w/a 99% satisfaction rating who can't wait to buy apple's next premium-priced product. that gives apple unmatched PRICING POWER which is why apple is the most profitable, largest cash producing biz ever. buffett: “The single most important decision in evaluating a business is pricing power. If you’ve got the power to raise prices without losing business to a competitor, you’ve got a very good business".

$PDD Holdings Inc(PDD)$ Ridiculous overreaction. Profit is through the roof and record revenue too. It's like saying omg how terrible the company grew 85% this year instead of 90%. It's had an amazing year regardless. This company is looking amazing and today is clearly a bit of a game. Management has no reason to be so gloomy after what is objectively a report with great numbers for the company. Clearly meant to tank the price. this will easily turn 200$ within the year. The real value of this stock sits at 150$ right now already.

$Apple(AAPL)$ Six reasons to be bullish on Apple, including:1. Buffet sold during the 2nd quarter, averaged about $210-$220 per share. Nothing happened to the stock then, and aside from a one day drop when the sale was announced on Aug. 5, Apple pulled back up quickly and now sits above where Buffet sold at, suggests plenty of buyers still there.2. Production move to India was to create product Made in India for the Indian domestic market. Apple has successfully made more and more product there, enough for domestic market and now enough to also export to other countries. Despite some early learning pains, production is continuing to expand with Apple’s expected level of quality. Labor may be India locals but methods and t