AugusMax
AugusMax
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$GameStop(GME)$ For shorts that complain we jumped in when it went up instead of jumping in when it went down ,As we said we been buying as you short more. More than likely the jump is both shorts covering and longs adding even more.We sure as heck did at 17.50 pre market.More than likely half of you shorts back stabbed each other.
$Marathon Digital Holdings Inc(MARA)$ any news on the mining numbers? I need some positive news… the first 3 days were really good hoping they kept it up… thinking about adding some more shares but kinda want to wait and see what the FED does next week in the next meeting… I’m still bullish and optimistic but it really does seem like we arent going to get a soft landing and looking more and more like a recession is coming
$Faraday Future Intelligent Electric Inc.(FFIE)$ Buying to close a short at the low and open a long was the smart thing. 20/20 hindsight. Holding through the pump over $6 or buying to long at that price was dumb. Shorting over $6 again was smart, if you could. Now the slow burn begins. Burning options so MMs can do it all over again from a lower price.
$PDD Holdings Inc(PDD)$ 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.
$Lululemon Athletica(LULU)$ LULU is 5 years too long to be forming a bullish pattern like an expanding triangle?Strong business influencing almost all other fashion labels to create their own versions of what’s now being referred to as “Lululemonwear” - I’d say we haven’t seen the end of a growing business and innovation for how they influence the athletech/athleisure business.A curious question - Could LULU consider acquiring a footwear business in an effort to expand what they offer here? Does anyone have any interesting stats on how popular their own footwear business has become? This is just me brainstorming, but a LULU and ONON partnership/buyout could be dynamic.My bullish stance is built moreso on having confidence in this being a Brand wit
$SoFi Technologies Inc.(SOFI)$ While there was price rejection at Friday's upper wick, Tues Wed & Thurs' candles could represent a quasi-3 white soldiers formation, as a bullish trend reversal from the 6.02 bottom. Friday showed modest follow through despite the upper wick. While this Tues or Wed is likely to see a pullback of sorts, bulls want to see it contained and for the shortened week coming up to mark a white candle at the end of next Friday's trading. Gaps above @ 8 1/2 and 9 1/2 remain as targets initially with 9.00 and 10.00 being resistance levels psychologically & perhaps rule of ten programmed bu algos. It's been a while since SoFi has had 4 up days in a row and may portend a trend reversal in the medium & long term. We sh
$XPeng Inc.(XPEV)$ 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.
$Salesforce.com(CRM)$ 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.
$Virax Biolabs Group Limited(VRAX)$ All one has to do is forward think! catalysts are forthcoming so this bull that was conspicuous will be in the rear view mirror. Testing kits will be shipped, additional manufacturing will occur, more capacity = more income more lives saved which is the bottom line.The test kits are vitally imperative for every nation throughout the planet. There will be multiple news reports therefore price action was influenced & corrupted by either naked shorts or money hungry market makers who make money on both ends of the trade, it’s a corrupt market We ALL KNOW IT & watched it ! Buy & HOLD, If shares can’t be located you got it !!!
$Broadcom(AVGO)$ I have observed that Broadcom has ticked off almost all people who work with VMware. Every professional peer I've talked to had a 2.5x to 3x cost increase. The licenses are also now a subscription vs perpetual, which means Broadcom's licenses are now timed. If you dont pay your license renewal (at whatever future price), your VMware environment will stop working! Everyone I've talked to either didnt renew and/or is evaluating moving to another platform. There doesnt seem to be a clear path/winner in the industry yet, but I am sure that will start to emerge in the next year or two. Changing out something major like VMware will take 2-5 years for most companies. The short term profits for Broadcom are going to be great, but the real
$Palantir Technologies Inc.(PLTR)$ 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
$Advanced Micro Devices(AMD)$ keep in mind how much AMD was underestimated in the past after Su took the helm. I know that to many investors, Nvidia seems as if it's invincible, except history proves no company is fully safe. Don't forget what happened to Intel, 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.
$CrowdStrike Holdings, Inc.(CRWD)$ Good trading day . Have some oct CRWD and AMD calls, up 70% and 50% respectively. Thinking I might cash in the CRWD calls bc I think it's at a point that will be hard to get over until earnings in about 2wks, but think it rises at earnings so would get back in.
$NIO Inc.(NIO)$ 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.
$SUPER MICRO COMPUTER INC(SMCI)$ Currently SMCI technonology hardware borders on proprietary. Don't see anything but uptick in the next quarter. Just too much vested in their hardware. Besides AI, gaming is picking up. In the future, even Olympics will be virtually driven. No need to run 100meter when your avatar can run them. Competitors like HP and DELL are similar to Intel. SMCI is in a league by itself.
$NIO Inc.(NIO)$ $Tesla Motors(TSLA)$ In order to avoid Tesla sp drop and major sell off MMs just short NIO and other EVs ... The biggest meme stock is Tesla as its sp should be around $10 a share.. Artificially they keep Tesla's stock price 25× higher than where should be to use that as a reference point to encourage investors invest in all other EVs then they short all other EVs. Rivian and Lucid and many more bankrupted EVs are serving Tesla. once all money dried they will attack Tesla to bring its sp to earth to $10 a share or lower. This will happen in a few years. Until then I hope NIO survives and show some profitability to give its investors some of their lost money. SP of
$CrowdStrike Holdings, Inc.(CRWD)$ $NVIDIA Corp(NVDA)$ 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!
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI Earnings Analysis is Insane! Key things to note:1. Multiple Raises : SMCI has completed several raises, including two convertible note raises and another one last December.2. High Expectations: The market is anticipating a 232% growth in revenues from last year's estimates.3. Stock Performance: SMCI had a 52-week high at 1229 but is currently down 49% from its peak.4. Cooling Issue: There are rumors of a cooling issue with their memory chips, which may impact guidance.5. NVDA Blackwell Issue: This may also cause a lower guidance for SMCI6. Massive Order: SMCI has secured a massive order with X to build their data centers. This is the partnership with DELL announced a couple months ago
$Broadcom(AVGO)$ 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!
$CrowdStrike Holdings, Inc.(CRWD)$ 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

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