$Amazon.com(AMZN)$ It will be down today, disappointing but as always AMZN will recover and add some. $1 down $2 up next trading day, long term gains are substantially higher if one is ok with this volatility. I’m not thrilled with it but long term the gains add up. January 11 2024 AMZN $155.04 today May 10 AMZN $187. $32 gain per share in 4 months. Like I said slowly but surely if you are long and can handle the volatility it’s worth the investment.

$Advanced Micro Devices(AMD)$ the future is what investments are all about, and INTC $Intel(INTC)$ is going to be a poor one. AMD has beaten Intel, the game is over for good, and NVDA $NVIDIA Corp(NVDA)$ is next in line. AMD has a good chance to double or triple from here within a year or two, perhaps in less time. If the SP goes crazy like NVDA did, a double or triple is a conservative estimate.As for INTC, I will not touch it, not until the corporate structure is modified to fix the rot. INTC has to split up into separate manufacturing and design, as two completely independent companies, with no attachment to the other. In addition, the

$Alphabet(GOOG)$ OpenAI is looking to make its way into a part of the internet that will scare the likes of Google, Yahoo, and other major search engines. Google not so much since it has been working hard to integrate its own AI into its search engine, but some of the others might be rushing to their war rooms to discuss what to do next

$Marathon Digital Holdings Inc(MARA)$ Excited for $MARA forward guidance on tomorrow's earning call - big growth outlined. Revs should be solid as MARA should show a 1Q gain of ~$572M from hodl alone.• With BTC closing the quarter at $71k, an increase of $29k per coin should be added on their existing Q4 2023 hodl of 15741 BTC = $456M• Added 1640 BTC to their hodl which will be valued at $71k/coin (3/31 price) = $116MEnd of day should be interesting. Some funds may be buying. Then shorts will be selling.Then tomorrow ER comes out and squeeze, I hope.

$SENSETIME-W(00020)$ Hong Kong stocks are undervalued overall. End-to-end solutions for intelligent driving have been proven correct and are the future direction for implementation. Which companies have full-stack end-to-end technology? And at the same time, have listed companies with the three essential elements of computing power, algorithms, and product implementation? That's the scarcity right there.The wealth of SenseTime lies in its over a thousand strong research team; short-term profits might not necessarily reflect its true value.

$JD.com(JD)$ I don't follow Dada very closely, but agree that it could be significantly undervalued. The company is unprofitable, which more or less nixes it for me as an investment, but its discount to TBV is a strong indicator that it may be unsustainably cheap.One thing I would note, however, is that the accounting scandal seems to have been much worse than an "order entry that should not be there." Per Dada, its revenues and costs were each fraudulently inflated by ~$75M. The company further stated that the motive behind the fraud was to (artificially) meet the company's sales targets. While these issues have now been properly accounted for and the stock is likely oversold, the accounting debacle still reflects extremel

$Taiwan Semiconductor Manufacturing(TSM)$ Now that Intel $Intel(INTC)$ has broken out their fabs into their foundry segment, it's possible to compare margins between Intel and TSMC. It's amazing to realize that it costs INTC 3x as much to create the same chip as $TSM (And the stock has been punished accordingly)

$Taiwan Semiconductor Manufacturing(TSM)$ TSM down 10% last week mainly on market weakness/Semis sector weakness/ Gross margin headwinds, but the 1Q24 earnings call reinforced some very bullish developments. 1) top line growth is very much intact on strength in high performance computing/AI, strong demand for 3nm-5nm. TSM beat in 1Q & 2Q revenue $19.6-20.4B above the Street at $19.08B. This puts the trajectory for the year towards the high end of the +20-25% revenue growth. With META $Meta Platforms, Inc.(META)$ & TSLA $Tesla Motors(TSLA)$ guiding to higher Capex, much of which is AI focused, this seems very achievable. 2) Notably

$Intel(INTC)$ Since 2013 Intel is in the top companies that has invested in capital expenditures for the future at $21.9B. This stock will double by December 31, 2024 and should be up +10% by Friday. This stock is ridiculously cheap especially considering the upside potential. Additional funding under a potential Chips2 Act, government DoD contracts, Gaudi3 one of the most advanced AI chips etc.

$Spotify Technology S.A.(SPOT)$ SPOT is a Perfect example of a brief trading bubble caused by irrational exuberance over an earnings report that looks good at first glance, but reveals deeply troubling uncertainties going forward, most especially when you factor in current over-valuation. This baby is poised to DROP today!

$Microsoft(MSFT)$ I have been watching AMZN, MSFT and WMT.WMT $Wal-Mart(WMT)$ is meandering along $59-$60, can't make up its mind. It is probably a little overvalued but not by much.MSFT was allergic to $420 and has been struggling ever since, and I think the consensus now is it needs to be lower, question is how much? JPM found support at $180. What will MSFT's support be? Perhaps the upcoming earnings report will find the new support level.AMZN $Amazon.com(AMZN)$ is way overpowered, and longs can massage their metric to make it appear otherwise, but I use price / earnings. AMZN pays no dividend, and the earnings per share are a joke. To

$NVIDIA Corp(NVDA)$ Having corrected 22% now off of NO bad news THIS stock is incredibly low priced for no reason, meaning the rubber band is amazingly stretched to the point of a powerful rebound with short covering fueling MUCH of that rebound! Add to that an outstanding earnings, revenues and guidance that are rapidly approaching and you have the formula for powerful gains ahead! Don't be left on the sidelines out of a baseless fear, Strong strong strong strong strong buy! Don't forget to mute all shorts so that you don't waste your time with their lies and perversions.

$Amazon.com(AMZN)$ Not one analyst will be willing to stake his/her reputation on next week AMZN performance and 4/30 ER. as an optimist and a non greedy investor I’m hoping that the combined trading this week and ER on 4/30 will have AMZN on 5/1 open at $185-$190. Not greedy but still very hopeful.

$Amazon.com(AMZN)$ AMZN got a perfect weekly topping candle, followed by a bearish engulfing candle (one more day to confirm) Stock below $180 support level and 21 EMA on daily time frame. next support at $176 and $167. looking for puts as long as below $180. Stock is weak on indicator level. earning coming up april 30th.

$Amazon.com(AMZN)$ Amazon has done nothing innovative lately to break away from market. Failed shopping AI, saving some trees with packaging with aid of AI, and Fallout. "AI" has been carried out for years. It's nothing new. Hype driver by greedy weaponizing of mega corporations, marketing, and processing power.Unless I am missing something, Amazon will continue to follow macroeconomy with possible push after posting earning that will likely result in mass profit taking pending messy elections.So overall, short and intermediate high volatility. Post election long term bullish.

$CleanSpark, Inc.(CLSK)$ The actually real problem is not the potential and capacity of CLSK but the fact that BTC is dropping and people are isterically selling. Just wait april 30 with the Hong Kong ETFs buys and may for EQ. The fate of this stock is the sky. A wild run is on the card.

$蔚来(NIO)$ I had actually shorted last summer almost got my face ripped off when it jumped to over 15 and convinced myself 7 was the floor. Yes I’m one of the only losers on here admitting I fell for the Arab pump in December and kept holding on for a bounce, oh well I’m not sure I would have been happy retiring early

$三倍做多富时中国ETF-Direxion(YINN)$ US may have relative record debt but China's is worse. Baseline to GDP per person and China's hurt will worsen. The world decoupled manufacturing from China. The spinout continues. ⚠️ Strong sell China Buy US Tbills. 🏆

$中国天瑞水泥(01252)$ The last thing Hong Kong’s struggling stock market needs is for the shares of a $1.9 billion listed company to plunge 99% in 15 minutes. That's the fate that befell China Tianrui Group Cement as trading drew to a close on Tuesday. At present outsiders can only guess at what caused the problem.Tianrui is hardly an unknown company. U.S. private equity powerhouse KKR chose it for its first mainland China investment in 2007, before helping to take it public four years later. And the company has supplied cement for major infrastructure ventures such as the South–North Water Transfer Project. Chinese media often describes its chair, Li Liufa, who along with his wife owns about 69% in Tianrui, as “the richest ma

$Palantir Technologies Inc.(PLTR)$ My most recent buys in April were at: $22.90, $22.41, $23.10, $23.62, $22.44Every time that I get in these buying sprees, I feel like I overpaid, but then a couple months later, the stock goes $5 - $10 higher. This won't be any different. In fact, in the next few months, this could easily double.