AugusMax
AugusMax
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$CrowdStrike Holdings, Inc.(CRWD)$ Since the event, CRWD is down $29 billion, after a 10% correction from its all time highs. If you conservatively over estimate legal expenses at $6 billion, which will be paid years from now (MSFT will share some of this) and $10 billion in concessions and lost business, you can see why jeffries and morningstar continue to have a price target of $300All of this bankruptcy nonsense is ridiculous,, Boeing survived a lot worse
$ASML Holding NV(ASML)$ Sold a cash secured Put for the European listed shares.It was for a May 17th expiry at a €770 strike and was sold whilst ASML was trading at €848.60.I took in a premium of €7.70 for the trade and paid €1.10 commission - leaving me a cost-basis, if assigned, of €762.31 - or 10.6% below the closing price on the european market today.If unassigned, it's a 1% return on capital at risk in 30 days - or 12% annualized (in addition to the 3.4% earned on the euros on account to purchase the shares if assigned).Over 15% annualized if unassigned or an opportunity to purchase at 10.6% lower prices than present - I'll take either option happily.
$PDD Holdings Inc(PDD)$ PDD earnings coming soon, with nearly 99% earnings growth on deck. The "Strong Buy" rating and $177.78 price target I think this stock’s ready to soar. Only thing—China’s shaky economy could throw a wrench in the works. I’m in for the short-term gains but staying close to the exit.
$Walt Disney(DIS)$ Disney does lie and cheat. They literally made up fake names and submitted them to the Emmys, then made fake nameplates and put their ESPN broadcasters names on them. Just so that they could say "The ESPN Broadcasting Desk with 14 Emmys, more than any other sports network". And of course this was under Iger's watch.The stock is very fortunate that the market is nicely in the green today. Thank you lucky stars.It's laughable DIS bagholders are celebrating just not having another red day. 🤡The declining number of people deciding not have children because of affordability, climate change or other politically manipulated grievances, will mute any future growth for Disney streaming.
$Salesforce.com(CRM)$ CRM, initially I thought wow this is a black horse about to make good. But with more thought, I am wondering if really CRM can pivot around AI to essentially replace a lot of the work force with bots on their platforms? I believe the real use of AI is that your own computer or phone is the AI interface, and all the stuff CRM does on their SaaS essentially becomes obsolete. CRM sounds good, but are they in fact a dinosaur? Keeping an eye on it in case it goes up 10x, but imo right now it is correctly priced at around 25x their current earnings expectation for a moderate growth company.
$XPeng Inc.(XPEV)$ XPeng Stock (xpev)Jumps After Chief Executive Boosts ShareholdingXPeng stock (xpev) jumped in Hong Kong after the Chinese automaker disclosed that its chief executive bought over 2 million of the company’s shares.
$Faraday Future Intelligent Electric Inc.(FFIE)$ Fear not everyone! Faraday Future has a state of the art facility in Hanford, CA once out by Pirelli Tires (Italian tire mfg). The evictions are nothing new, and at best a stretch by the bashers/bears on this board. Rewatch the recent video releases the company has produced, you can see YT Jia and Matthias’ luxury offices. This is about survival. Letting a couple facilities go is a smart business decision. I think the new CFO had to have made the call. Go Faraday Future!!!!
$Amazon.com(AMZN)$ AMZN like to know what people are smoking, soon enough we’ll be grossing 1 trillion a year and until the margins will continue to rise.. that equals huge yearly net soon enough, wonder what the stock price will be doing. just bought another 10 shares
$SUPER MICRO COMPUTER INC(SMCI)$ there is always unknowns and were going to get a upside surprise.And you do not go into the s &p 500 and nas 100 for being a dog.i said last year we would be the #1 stock and my view hasn't changed. "gold medal" lol.
$Meta Platforms, Inc.(META)$ Took it up to 6k then flipped out of the highest basis 4k roughly b/e at $499.03 before adding back 3k at $498.60. I expect this will close out the week above $505... once everyone gets back to the desk after the "are you kidding me" holiday.
$SoundHound AI Inc(SOUN)$ you’s guys out there bears or bulls remember low price is panacea for higher prices and the higher price would be a profit taking for some. Get ready for this serious roller coaster ride embedded with euphoric or causing butterflies in the stomach, but if you are patient and look for ways to promote this service on the end you are gone get your rocks off. Today will be very electrifying. I am an utmost tenaciously stern private investor and will continue adding on every dip.
$NIO Inc.(NIO)$ honestly really sad, market cap so low. but seems like the stock market isnt going to give china any premium at all and has to trade chinese stocks at far below intrinsic value. this goes for all chinese stocks including goliaths and time tested legends like baba.
AMD $Advanced Micro Devices(AMD)$ looking like a bear flag under monthly value forming, under 165 could get ugly if markets start a downward move post CPI. Seeing some early 2024 winners get sold today with laggards seeing money flow like TSLA, AAPL. Definitely could be tax deadline related
$CrowdStrike Holdings, Inc.(CRWD)$ $NVIDIA Corp(NVDA)$ Not following my gut! Only bought a few shares of CRWD at $198 when I knew I should have bought more!Same with NVDA, only bought a few in the low $90’s and should have loaded the boat!!But told myself this isn’t the last big drop!
$Broadcom(AVGO)$ Don’t be fooled by NVIDIA’s pump!Anyway, the call options I bought in June-July were dry (if I still held them, they would be red), and it could be the water this time avgo The options were also really dry, so there is no need to be fooled by them sending out news. I bought all the news anyway. Most exported when needed!
$NVIDIA Corp(NVDA)$ Except the infrastructure for AI and massive cloud computing is still under construction. . And the leader in supplying this is NVDA.Yes, it's expensive. Like IBM was in 1962. And IBM had almost TWO DECADES of getting More expensive.Until there's widespread adoption of a competitor's product, there's no reason (other than better growth rates) to sell NVDA. Just trim a little off the sides!
$SoFi Technologies Inc.(SOFI)$ The good news if you are planning to hold this is from what I gather all of their profit expectations take into account this dilution in the equation. So that 50 to 80 cents they're expecting in the next year and a half means they're pretty damn sure they're going to make a whole hell of a lot of money in GAAP profit. But for now the trading is going to suck because they just have too many shares. Unless that institutional ownership number starts pushing 85% or so SOFI is going to be stuck in the mud
$Palantir Technologies Inc.(PLTR)$ This small volatility of absolutely ok and part of the process. I would be more worried if this kept going up without a correction. Everything happening with PLTR is healthy. Stay long and you will get big returns. Cheers
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ The majority of my larger trading acct is allocated to TSLA & TSLL. It’s finally coming back to life! even with all the other trading in that account, it never seemed to go higher because TSLL was holding it down.This is the week I’ve been waiting for!
As we approach ER on 22 May, it is PDD’s $PDD Holdings Inc(PDD)$ turn to rally past its year high! Bidu $Baidu(BIDU)$ and JD $JD.com(JD)$ making their moves too. Have no fear. Enjoy the ride. The best is yet to come. I copied Michael Burry’s trade in early Feb with JD and Baba. I’m up 47% with JD and 15% with Baba $Alibaba(BABA)$ .

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