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BorisBack

11:44

Owning MARA is more profitable!

$Marathon Digital Holdings Inc(MARA)$ There will come a day, when retail investors who own BTC ETFs will realize that a BTC price of $130,000 only gives them a double from here.In the meantime, they will be making a profit and become more and more comfortable owning BTC.Eventually, they will realize that owning miners is more profitable. When BTC hits $130,000, where do they think miners will be? Certainly, it will not be a measly double - more likely they will be 6x, 7x, 8x from here. That realization will drive a lot of money into mining stocks, from investors who wouldn't have ever touched BTC, much less miners, were it not for the ETFs.When BTC is at $100,000, they will realize it will need to go to $200,000 just for

Owning MARA is more profitable!

BorisBack

05-17 15:06

OpenAI seems to have a slight technological edge, the long-term winner seems to be Google

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Here's what the market doesn't get.Google is the only company that does have:- Its own state-of-the-art LLM models- Access to the largest database for training models- Enough money to keep up the pace of innovation for years (or decades) to come- A cloud offering that can be used to bundle products, creating a clear path to AI profitability- Its own ecosystem (Android and Pixel) that it can use to drive adoption of its tools $Microsoft(MSFT)$ does not have its own model, and recent moves by OpenAI suggest that its goals are not always aligned with Microsoft's. $Am

OpenAI seems to have a slight technological edge, the long-term winner seems to be Google

BorisBack

05-17 14:31

Is META stock boring? No

$Meta Platforms, Inc.(META)$ After the failures of the Metaverse, all the bashing, plus renaming the company with a new symbol, this stock has gone from around $88 to over $475 in just under two years. Someone care to explain this? I guess everybody underestimated Mark Z. He proved everybody wrong didn't he? They always underestimate us Marks it seems. However...AI growth magic only gets you so far on Wall Street though. I think this stock has run it's course. AI competition will come in various forms going forward. Many others are better. I'm going Neutral now and leaning toward Bearish if the stock stays flat here. It's out of gas. As others have said, "META stock is boring". Heck, you can get more action on Trump's

Is META stock boring? No

BorisBack

05-16

$Novavax(NVAX)$ Novavax has unlimited R&D now. This is why I think these cowen and BoA are part of these short hedge funds covering novavax. The firms giving PT of $30+ are normal forms and being are being very conservative. The real value is $120/share. Again—short squeezes are multi-day events. keep holding and buying the dips

BorisBack

05-15

I was also too cautious to buy SMCI at $50

$Plug Power(PLUG)$ There was a time to avoid $Amazon.com(AMZN)$ $Netflix(NFLX)$ $Tesla Motors(TSLA)$ $Apple(AAPL)$ $NVIDIA Corp(NVDA)$, when they were close to bankruptcy and then there was a time to invest when the share prices were in the "Goldilocks zone."The business survival and eventual success of Rockefeller/Standard Oil, $FedEx(FDX)$ , $Microsoft(MSFT)$ , and Apple can be traced back to single date in history, where if

I was also too cautious to buy SMCI at $50

BorisBack

05-15

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI is heading toward $1,300 and BEYOND because of its recent stellar earnings and guidance. In fact, SMCI has consistently beaten earnings expectations for over 4 consecutive quarters! Get ready for our next take-offs because we will take-off – WITHOUT ANY ADVANCE NOTICE! Patience pays, besides having the certainty that SMCI is a great company with a great future.Fly Flying GIF

BorisBack

05-14

$Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ If it keeps going up like this for five more days, I might actually break even! Bought at 100 HKD, now I'm wondering... what's a realistic target? 130? 150? Or even 500? Hmm, I'm feeling ambitious, but I gotta be realistic too. I think 150 would be a sweet spot. But hey, if it hits 500, I'll be over the moon! 🚀📈🎉 Let's see what the market brings!

BorisBack

05-13

$NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ A tech company with revenues and no profit, trades at 5 X Sales. $7.5 B = $37.5 B divided by 2.34 B = $17.86. NIO should be trading over $17 by any metric. The banks talked NIO down far below its enterprise value and disconnected the SP from the real value. NIO would cost $135 BILLION to replicate. It has a $12B Market Cap. Huge upside here

BorisBack

05-09

$Alibaba(BABA)$ $Alibaba(09988)$ I have been successfully swing trading BABA & wait for a return to the bottom. I also hold a long $98 long position established more than a year ago. If BABA continues to climb I may escape by breaking even or maybe with a small gain. Any losses at this level will be more than covered by my short term gains. So, I fill the popcorn bowl & get comfortable. I am sure we all have other fish to fry. ;>))

BorisBack

05-08

it is only a matter of time before TSM joins its peers in the trillion dollar club

$Taiwan Semiconductor Manufacturing(TSM)$ Make no mistake, TSM is the only major real bargain left, primarily because of a misunderstood risk profile that most people haven’t really spent the time to think through. This company should be sporting a much higher multiple - at a minimum it should be premium to the market and on par with all the other megacaps. And the earnings and revenue growth shown in the outer years is much lower than what will actually happen. Look, virtually every single cpu compute platform has to be replaced with a CPU+GPU platform. TSM is it going to provide a major chunk of that growth. And it is only a matter of time before TSM joins its peers in the trillion dollar club.

it is only a matter of time before TSM joins its peers in the trillion dollar club

BorisBack

05-08

$Marathon Digital Holdings Inc(MARA)$ MARA is going to have to at least stay above 20 in order to be bought for the S&P 600 long term. Who wants to buy the stock only to have it lose 25-30 % ? All the negative sentiment here, makes me think MARA will be doing great soon. Get ready for earnings day shi about to go up a lot see y’all at $30 short squeeze coming up 🚀🔥🔥🔥

BorisBack

05-06

$CleanSpark, Inc.(CLSK)$ Given CLSK's remarkable efficiency, I am optimistic that this week's earnings will indeed be a significant victory. Its strong performance suggests that we may not see this price range again for quite some time. CLSK's ability to deliver exceptional results consistently bodes well for its future growth and potential upside. As an investor, I am confident that CLSK will continue to excel and create even more value for its shareholders.

BorisBack

04-30

$CleanSpark, Inc.(CLSK)$ The whole market's taking a dip, but hey, if you've got some cash on hand, this is your chance to strike! CLSK is looking juicy right now, and buying the dip could be a sweet deal. Don't be scared of a little volatility, this is the time to show your guts and make a move. Trust me, this opportunity won't last forever, so get in there and grab a slice of the pie while you can!

BorisBack

04-30

$Baidu(BIDU)$ $BIDU-SW(09888)$ More and more global giant companies interested in working with Baidu?.Baidu is a rising star!!!It's a Diamond!!!A Giant!!!A Tycoon! Baidu is just gaining momentum with artificial intelligence! When others were overeating and overpaying for profits Baidu invested millions of dollars in AI development ,now it is starting to make huge profits. I would love to see this baby go 300 full bloom as before..Happy I Love You GIF by pikaole

BorisBack

04-29

AMZN is undervalue!

$Amazon.com(AMZN)$ I'm convinced Amazon will eventually pay a dividend even though most shareholder's don't expect it. The shareholders for $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ also did not expect a dividend and it happened. If it happens in the near future it will be modest but increase annually as earnings increase. Amazon did much better than $Apple(AAPL)$ $Microsoft(MSFT)$ and Google in after hours. Tuesday earnings report I think will be epic. No way is Amazon not going to beat

AMZN is undervalue!

BorisBack

04-26

$Microsoft(MSFT)$ Still way, way under-valued. This market's so rigged! I bought MSFT at $413.98 on 04-15-2024 and look where I am after this continual hedge fund profit-taking roller coaster! MSFT needs a split + buyback to try to circumvent these funds if it's ever going to go anywhere! MSFT's not going to see $450 anytime soon with these day-trading funds running the show while naive retail investors play into their hands by buying shares that have little chance of going higher when they're only selling into their purchases.Fantastic job Satya and especially Amy. Job well done. This is a company hitting on all cylinders in all their businesses. I can envision a major push higher and stock split.

BorisBack

04-25

$NVIDIA Corp(NVDA)$ I will be increasing my long position on the dip caused by $Meta Platforms, Inc.(META)$ for sure. Meta said they are spending more in the 2nd quarter on AI. More than previously expected. In other words, it's not too hard to figure that Nvidia is getting more and more and more orders than expected from everyone. GO LONG!!!!!Let's watch for 700 !! I love to add at 500 !!Gold rush target remains $1800 !!Celebrate Happy Birthday GIF by Kudaberi

BorisBack

04-24

$Palantir Technologies Inc.(PLTR)$ Tech/AI taking off now. Pilantir now has over 500 clients and growing rapidly. The union with $Oracle(ORCL)$ is liked by Wall Street. Talk that Pilantir is at the head of the pack in AI, and now with Oracle's cloud computing it has the best of both AI and cloud computing. Short term PT $48, long term PT $300+.

BorisBack

04-23

$SoundHound AI Inc(SOUN)$ I bought 2000 shares of $Meta Platforms, Inc.(META)$ at 24 around the IPO a long time ago...sold 1000 shares...still have 1000 shares at around 500...anyways...boy did I wait...even through that huge plunge!...my point?...SOUN ain't no FB!...but that doesn't mean Buy & Hold does not apply here!...Let's hang in there F0lks! 😀

BorisBack

04-22

$Alibaba(BABA)$ $Alibaba(09988)$ Yeah, this oversold bounce is really something! I mean, it's giving the market a nice little boost. But, while we're at it, I really hope Alibaba can address the issue of Taobao being so bloated and sluggish. It's like trying to navigate through a maze with all these extra, unnecessary features. Just make it simple and sleek again, that's all I'm asking for.

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