$Alphabet(GOOG)$ $Apple(AAPL)$ why does everyone keep ignoring that fact? Apple suddenly loses $20B+ of free money each year. That alone will cause Google's margins to rise considerably, since "nearly four times more than all of Google's other search-specific costs combined" just suddenly disappeared from Google's costs.

$Intel(INTC)$ Intel will have regained the silicon crown in H2 2024 and Gaudi 3 then 4 will have eroded those 90% margins at nVidia. nVidia sales and earnings will plummet to about 25% of current level and the stock will crash down to a valuation a little over Intel's while Intel's sales and earnings nicely grow. Do the math.At Intel's current valuation I am personally very comfortable that the stock is highly supported at $30 for the next quarter, then Meteor lake + Gaudi 3 + Intel 20A + 18A will lead the sales and earnings based stock growth. All the while nVidia pricing and technology lead will be eroded. In the end nVidia temporarily went from niche AI research + gaming to mainstream AI boom, but then it will subside

There is probably more cheer as Spring begins for those with JOBS on Bahnhofstrasse in Zurich than for those employed at Paradeplatz. Ralph Kelleher and Colm Hamers of UBS will run the combined UBS and Credit Suisse. They are talented men. They are UBS men. Combining large organizations is not easy. Slight cultural differences in managerial tend to cause personnel issues -- internal politics often overrides meritocracy. Anyone who has been involved with a big merger has witnessed that. It may take five years to sort things out. On paper, it was a good deal for UBS. One wishes them well.$Credit Suisse Group AG(CS)$

BTW, on the issue of the RS, I believe PSFE will be one of the few examples when a RS is a good thing for the long term stock price. Not only will it bring in more institutional investors, but it will also make it a lot more difficult for small time shorts.More interesting facts - PSFE has NEVER closed green 5 weeks in a row, which it’s on track to do this week. It has also NEVER close a month green where the closing price was hire than the high of the prior month - still quite a few trading days left in Jan but if it holds this will be a first.$Paysafe Ltd(PSFE)$

high interest rates = less loans = less revenue. this is the bottom, they purposely lowered next qs guidance to 100mil so from now on they will beat on all metrics. cash position is okay and with cutting costs by letting go 20% of workforce, they will spend alot less. this is the bottom and a short squeeze is coming.$Upstart Holdings, Inc.(UPST)$

"Taking a 5% to 10% haircut on its insured deposit base of $16.13B as of 31 December 2022, we assumed that $PacWest Bancorp(PACWP)$ PACW posted an insured deposit base of about $14.92B at the midpoint of the haircut range. Since $PacWest Bancorp(PACWP)$ PACW highlighted that insured deposits accounted for more than 62% of its total base, uninsured deposits have likely dropped to less than $9.14B, for a total deposit base of about $24.06B."I am using below two method based on the company recently published numbers with as little assumption as possible.Method 1) In PACW's two recent updates (March 10 and March 17), the company states in March 10 update: '..As of 3/9/23, total deposits were $33.2 billion a

New pre-ordered secured at the the Las Vegas Show. More material news to come soon. Had a test-drive 2 weeks ago, the upgrade to the F91 is AMAZING, definitely worth waiting for. Selected FF91 customers have been promised delivery in April.Where is John-the-bearish these days, obviously he is realising he got on the wrong side. Probably converted to a FFIE fan or maybe just using his other alias accounts. Here is to a New Year, New Opportunities and New Wealthy FFIE Investors.$Faraday Future Intelligent Electric Inc.(FFIE)$

Years ago I spent half a decade attempting to be a swing trader. Over time I realized that buy and hold was superior. I decided to take a long term approach. Not checking the tickers daily. This Buffet quote resonated with me: "If you aren't willing to own a stock for 10 years, don't even think about owning it for 10 minutes." So I began to accumulate stocks that I thought had potential to be big winners in a decade. However, a lot of these were Cathie Wood type stocks (i.e. SQ, COIN, DKNG, CRSP). I was also influenced a bit by hype and bought some stocks at elevated levels (ASTS, RIOT, SOFI). I liked the thetagang strategy of selling puts at a price where I thought I'd be happy to buy the stock at a discount - but this is part of what put me into some positions at elevated levels ($Z, DKN

Have you checked Google and MS margins on their cloud business????Why aren't their customers making their own cloud services? Why aren't they funding some startups to compete with the big ones?Yes, I'm sure MS and Google and will give AMD money to make better products than Nvidia. And then what? Then AMD will take in those 98% margins LOL.The only reason they are interested in making their own chips is because they have to. Not because Nvidia is too expensive but because Nvidia is obviously making steps to get into the cloud space (see DGX cloud). So they must expand their options to stay competitive with their cloud solutions before Nvidia starts eating their lunch.Nvidia is super clever. They partner with everyone and their mother. They go big on the CSPs but they also offer DGX cloud fo

Fed raises rates = stronger dollar and gold goes down. Fed doesn’t raise = Wall Street rally and gold goes down. Lose lose for gold short term. Good opportunity to squeeze a fat stable dividend tho long term. first sign of pushing above a zone, if stay above short term we will reach 15.90s. $Barrick Gold Corp(GOLD)$ $E-mini S&P 500 - main 2309(ESmain)$

$Intel(INTC)$ $NVIDIA Corp(NVDA)$ $Apple(AAPL)$ Food for thought for my fellow bulls. We know so far there’s no disruption to NVDA or AAPL due to the recent earthquake in Taiwan, but I guarantee you Tim and Jensen both had a thought about setting something up with INTC to manage such a risk. The new fabs that are being built have ARM capabilities. Jensen already publicly stated hed like another foundry partner and INTC has produced a test chip to their satisfaction. A 15bil deal with MSFT is on the books as well. Don’t forget all these things when they roll out all this negative press and FUD propaganda and these analysts and their beari

The common folks who dont want to do research into cold wallets, addresses, exchanges, setup accounts, link banks, etc etc, will simply opt for these easy-set-forget ETFs for crypto. Will they own tokens? Of course not. That doesnt stop people from buying precious metals ETFs/trusts either.It simplifies the process. They will be happy to have "crypto exposure" to their portfolio.How folks view this as bullish for COIN is beyond me.As if will go to COIN and its excessive fees while they procure millions upon millions worth of BTC. Yeah right. Does MicroStrategy buy thru Coinbase? Of course not. If youre pushing millions of $$$ and need to make money count for investing, you wouldnt go to these massively expensive exchanges. Just like you or I wouldnt go to an ETF for SP500 or Nasdaqw that c

Maybe this company will turn a profit in the 2nd quarter and keep growing at double digits thereafter. Should easily double in 2 years. I'll take that over the long run and be sitting at the top in 20 years. $SoFi Technologies Inc.(SOFI)$

We did virtually nothing about Crimea, not that it is TSMC, and we did nothing ref Ukraine, again, not TSMC, but several things happened: 1. the transport from land to sea was accomplished and 2. Europe became dependent on Nordstream, not to be easily resolved despite the sanctions. The only thing that saved EC community was a warm winter, especially since we cut our own throat reference oil and gas production while using SPR and trying to replace it at 1.5 or more cost per barrel. We are probably at our lowest response level in years, having surveillance balloons traversing our country. We need to make sure any battle would only be on one front and not two. And you know that the Iranians, N. Koreans and Chinese are watching. $Taiwan Semiconductor Manu

After bidding farewell to the golden age, the online traffic of the mobile Internet has been drying up day by day, and it is the general trend to explore new scenarios offline. Jingdong's investment may not get the same return in a short period of time, but as time goes by, the value of offline store resources will definitely continue to increase. $JD.com(JD)$

Pagaya is very similar to Upstart. Pagaya partners with a large list of other fintech lenders to use ML to do second-look underwriting on all their rejected loans. A couple of years ago, Pagaya was much smaller than Upstart, and now they are bigger. The credit markets seem to love Pagaya's structure and/or risk while shunning Upstart. Pagaya's recent ABS deal was 4x bigger than Upstart's. $Pagaya Technologies Ltd.(PGY)$ $Upstart Holdings, Inc.(UPST)$

this company is bad. not good results. i dont like to see revenue decline especially in cloud business, they might doing a bad decisions and managment is not competent. $Kingsoft Cloud Holdings Ltd(KC)$

Who want to short tsmc? Don’t they know that their eps will rise in H2-2023? Share price have to follow since they will probably raise dividend too. $Taiwan Semiconductor Manufacturing(TSM)$