BaronLyly
BaronLyly
No personal profile
8Follow
316Followers
0Topic
0Badge
$Intel(INTC)$ this is my fav stock. held since 1997! down a little but I have confidence in an American stock!! Why people are spreading rumors about INTC buy out by $Apple(AAPL)$ $Broadcom(AVGO)$ $Qualcomm(QCOM)$. INTC itself is a very big company and why other folks will buy it. In my opinion there is no confirmed news or even valid rumors. Like Bloomfield news about Qualcomm is part buying of INTC. It is strongly possible that in one year time INTC will show a different picture. So folks do not get panic trust the management. Intel is forecasted to grow revenue and earnings, indefinitely, aft
$Eastside Distilling, Inc.(EAST)$ I’m all in on at 0.52—this stock’s got serious potential! They’ve already got two approved drugs and a blockbuster set to hit Phase 3 data in Q4. If things go as planned, we’re talking about a 1000% opportunity here. I’m pretty pumped about this one; it feels like a huge chance for some major gains.
$NVIDIA Corp(NVDA)$ This isn't the end of the world and yes it will recover. I think it will dip down into the mid $90's range (my opinion) due to certain catalyst in September (jobs report, pending Fed rate cut) but that just creates buying opportunities. The next 6-8 weeks, the market will be very volatile. The end of October this should start running again, just be patient and hold long.
$Apple(AAPL)$ Apple has always returned. I’ve gone through 2 splits, countless ups and down in the past years with an over 200% gains. But I’m a buy and hold type of guy. Just a thoughtThe macro picture with Apple Intelligence is very clear, and that is that there's enormous demand. It's growing. It's expanding out from the hyperscalers to the service providers to enterprise to commercial to sovereign AI to embedded AI to the edge to retail to manufacturing to your iPhone to here, there, and everywhere
$Elevance Health(ELV)$ I’ve been keeping an eye on ELV, it's a solid company with a lot going for it. The problem? It’s priced out of reach for someone like me right now. At its current level, it's just too steep. I’d love to get in on this action, but I’m not ready to fork out that kind of cash just yet. What I’m hoping for is a little dip—a 20-25% drop would be perfect. That kind of pullback would make it way more accessible and give me a chance to scoop up some shares without breaking the bank. It’s all about waiting for the right moment. Sometimes, it’s better to be patient and wait for a more reasonable entry point rather than jumping in at the top. If ELV’s price slides down to a level that fits my budget, I’ll defin
$Meta Platforms, Inc.(META)$ they're definitely a key player, for sure. I don't know if I'm ready to crown META overall (both $Amazon.com(AMZN)$ and $Alphabet(GOOGL)$ $Alphabet(GOOG)$ still have an irons in the fire). However, I'm happily long all 3 because there's a ton of money to be made in this space and I think there's enough room for at least 3 major players.
$NVIDIA Corp(NVDA)$ A few months ago, everyone was worried that the upcoming Blackwell generation would cause demand for Hopper to plummet ("air pocket theory"). It was said that the period leading up to Blackwell chip shipments would be particularly difficult as customers would wait for the new chips. Now, NVIDIA is crushing expectations even with its "old" Hopper chips, proving once again that the demand for its GPUs is tremendous. There is no reason for NVIDIA to fall, the stock will soon be back above $130.
$Amazon.com(AMZN)$ It’s really simple. AWS alone is a $1.5T business based on the industry, growth, profitability, and margin expansion. Then advertising business is worth at least $300B. And Bam, that’s the entire market cap of Amazon, everything else is free, AKA - Amazon is crazy cheap. But I’ve realized in my investing career that Wall Street and the market is constantly wrong - it just corrects very quickly (think $Apple(AAPL)$ going up like 40% in two months, there was no reason it should have still been trading around $160 with a super cycle coming and the services expansion, the market and Wall Street just missed it.) There are other stocks out there as well I think they
$PDD Holdings Inc(PDD)$ You found the one metric meaning P/S, where PDD looks expensive against its peers and dont look any further. But of course P/S is only valid for companies with similar margins.If you look at the development of the Margis for PDD, $Alibaba(BABA)$ $BABA-W(09988)$ and $JD.com(JD)$ $JD-SW(09618)$ , you will see that after 2018 PDDs Gross Profit Margin was always much higher than BABAs and JDs had always by far the lowest.For the EBIT Margin its a similar picture. It went up for PDD with raising revenue and is now double that of BABA a
$Coinbase Global, Inc.(COIN)$ I really believe Coinbase is going to be way more than just a crypto exchange. Over the next couple of years, I think we’ll start to see the real value being priced in. Yeah, the stock’s taking a hit now, but I’m convinced it’s setting up for something bigger. I’m holding on to my COIN because I think it’s got huge potential that’s not fully recognized yet. It might be rough in the short term, but I’m all in for the long haul.

Hold your LULU shares!

$Lululemon Athletica(LULU)$ I can't tell you how many people use that term "law of large numbers" to justify a sell so they an continue playing around with their money instead of investing it. The law or large numbers doesn't apply to investing. Period. With the small action to when a company has a store on every street corner in the world.Anyone would tell you that $NVIDIA Corp(NVDA)$ 's revenue growth would need to considerably slow. They wouldve said that last year, last quarter, and they will say it next quarter too. This analyst has said the same, for lululemon.The fact of the matter is, is the market saturated? Well, what's the TAM? A good 1-2 billion people who can afford LULU clothes. 500 bucks a
Hold your LULU shares!
$Advanced Micro Devices(AMD)$ AMD AI chip sales have begun to eat into $NVIDIA Corp(NVDA)$ similar to how they began with $Intel(INTC)$ . Intel is going to be completely taken over by AMD as the grand pivot takes place. AMD will continue to chip away at NVDA with future generations of the MI family AI chips. Recent acquisitions will allow them to ramp up rack-scale solutions and underlying fabric.
$ulta beauty(ULTA)$ With our fundamentals I think we go much higher over the next 12 months. JPM well, respected firm has a pps target of 450 and I believe that is conservative. I expect that Buffett will also at the current price be adding to his shares. Down I think Buffett will add. Could also buy the entire company.
$Microsoft(MSFT)$ $NVIDIA Corp(NVDA)$ crushed their earnings, and their datacenter business is still on fire! It’s clear datacenters are where the growth is, and that’s a major win for Nvidia. Now, let’s talk Microsoft. They’re one of the top three giants in the datacenter game, and they’re not stopping anytime soon. With all the expansion and innovation in cloud computing, Microsoft’s growth potential is through the roof. They’re set to keep climbing indefinitely. So, if you’re not already in, now’s the time to get on board with MSFT. The future’s looking incredibly bright for them!
$Microsoft(MSFT)$ I’m getting a strong sense that we might be in for a serious $NVIDIA Corp(NVDA)$ short squeeze. Honestly, I think there’s a high chance Nvidia is going to blow earnings out of the water on Wednesday. With all the hype and anticipation, it feels like Nvidia is setting up for a big move, and Microsoft is likely to ride that wave. I've been watching the action over the past couple of days, and it seems like there’s been a steady pull-in of shorts. That just tells me people are getting nervous, and we might see some big moves soon. I’m definitely on the long side here, riding the optimism. It’s exciting to think about how Nvidia’s performance could shake things up,
$Advanced Micro Devices(AMD)$ You should keep in mind how much AMD was underestimated in the past after Su took the helm. I know that to many investors, $NVIDIA Corp(NVDA)$ seems as if it's invincible, except history proves no company is fully safe. Don't forget what happened to $Intel(INTC)$ , and it was AMD + TSMC that did the job. Nvidia has TSMC to work with, but AMD is in a significantly stronger position than it was when Intel was taken down. Nvidia only has CUDA going for it, AMD has already caught up on the HW side. CUDA had better be a very powerful MOAT.
$CrowdStrike Holdings, Inc.(CRWD)$ Honestly, I’m not buying into the fear that CRWD will lose significant business over this glitch. If you think about it, businesses would lose way more by dropping CRWD than they ever did from a few days of downtime. CRWD is a key player, and companies know that sticking with them is more valuable than switching away for a temporary hiccup.So, I’m not too worried about the long-term impact. I think CRWD will bounce back strong. Let’s keep this in mind and not get too caught up in the short-term noise.
$Rocket Lab USA, Inc.(RKLB)$ I have 5287 shares at 4.. I think it might be prudent to short calls (Sell Covered calls here) 30 contracts Sept. 20 ex date 6.50 strikes pays lets say 1.50 to 1.60.. Maybe an All or none on the morning pop at 1.50 as a bargain.. Collect 4500 in premium.. with any luck the gap will fill back to 6.. Market has to correct everything way overhyped and overpriced. I will still hold 2287 shares at 4 if they (3000 shares) get called..
$NVIDIA Corp(NVDA)$ Mrs. Pelosi buying this load up guys..... She buys when she got concrete info.... Load up always follow Nancy Pelosi you will get very big gain! ! !All Short cover It now unless you want to loss your pants? Buy It Now until it too later . NVAD see you 270 soon! GO NVDA ! !
$MicroStrategy(MSTR)$ I’m seeing folks ditching their other stocks to pile into $Defiance Daily Target 1.75X Long MSTR ETF(MSTX)$ and doubling down on MSTR, all hoping for that moonshot moment. It’s like everyone’s betting on these picks to skyrocket. Honestly, I get it—there’s a buzz around these stocks that’s hard to ignore. If you’re in for the ride, now’s the time to get aggressive. Just make sure you’re ready for the wild swings and keep your eyes peeled for those rocket launches.

Go to Tiger App to see more news