$Alibaba(BABA)$I mean if no one buys BABA shares BABA will buy back their own shares. $6+ billions per quarter means they will buy back half the company in around 5 years with growth potential that will be huge for share holders. A little pushback but stay optimistic for long term investors!!!
TCEHY $TENCENT(00700)$to me it’s like a mutual fund.Looking to break out of the downtrend right now. They aren’t the cheapest,but they have a ton of built in long term optionality with the investments they’ve made over the years. BABA $Alibaba(BABA)$ is great on valuation PYPL $PayPal(PYPL)$ of China, and I’m long PYPL
$Advanced Micro Devices(AMD)$"I rate AMD a Sell and Avoid for a 12-month outlook."Whoa, that's a mistake. AMD is ramping in 2024 with MI300 followed by MI400 in 2025. AMD will take market share from NVDA. You're gonna miss some big gains for AMD in 2024 and 2025 will be even better.
Tencent posts fastest profit growth in 3 years as online ads, business services offset slower gaming
$TENCENT(00700)$Tencent said in its earnings release: revenue for its China gaming business in the first quarter fell 2% year-on-year, an improvement on the 3% fall seen in the fourth quarter. Gross profit for the ad business grew 66% year-on-year to 14.5 billion yuan. Tencent beat analyst estimates for revenue and profit in the first quarter, thanks to slightly better sales in the Chinese tech giants core gaming business and improved profitability at its advertising and business services division.This should be green today!
$Micron Technology(MU)$ This is going down to $80. Will there be times of short reversals, yes. The downtrend is still in tack until further notice. I hate to be that guy. I will be a buyer, until then I wish I’m wrong but I watched analyst. The $86 to $109 move was simply a SnapBack smiley face from the previous $109 in early august. GLTA
$MicroStrategy(MSTR)$ Anyone who thinks Bitcoin has zero value are ignoring reality. Mining a single Bitcoin cost an average of $52,000. If there was no belief in Bitcoin's value, such significant investments in mining would not occur. Also, the increasing hash rate, even as Bitcoin's market value declines, indicates miners' faith in Bitcoin's future value. In contrast, altcoins do not see an increase in hash rate when their value drops. Bitcoin and its proof of work network reign supreme as KING!I will keep buying MSTR, as I believe its value will continue to increase significantly over the years alongside Bitcoin. However, I do NOT do this with the idea of gaining more FIAT, but rather with the idea that I will gain the ability to buy more Bitco
$Meta Platforms, Inc.(META)$META has the support of Fiboclouds for appreciation within the H4, Daily, and Weekly timeframes, being sufficient to reach the first target and attempt the second, provided the stop loss is properly repositioned at the time of the first partial realization.If this projection is confirmed and a partial realization occurs at the first target, the stop loss should be moved from its initial position to the same line where the position was opened.This way, the journey towards the final target will proceed with reduced risk of losses and the preservation of the partial gains achieved so far.
$Marathon Digital Holdings Inc(MARA)$ The next Fed meeting is on Sept 18th. They have been raising interest rates since March of 2022, which has reduced inflation as was the goal, but now the rest of the economy has gotten very weak in the knees.My feelings are that if the Fed drops interest rates by at least .5% we will see Bitcoin take off and we will finally see a $100,000 Bitcoin. We won't have to wait long to find out if that notion is true.Only 10 days, folks.
$Intel(INTC)$$Advanced Micro Devices(AMD)$As the need for memory-centric computing keeps growing, CXL DRAM is shaping up to be the future. Big players like Samsung, SK Hynix, and Micron have already developed CXL 2.0 DRAM. With Xeon 6, the first to use CXL 2.0, set to launch in the second half of the year, we'll likely see a flood of related memory products also hitting the server market. This new tech standard will probably drive a big demand for server CPU upgrades. Plus, thanks to AMD's fake benchmarks and Xeon 6 having a maximum of 288 cores, which dwarfs Turin in core count, Intel won't have much trouble holding onto its server CPU market share and this will lead to strong
$SoundHound AI Inc(SOUN)$ what do we know about sound.. 10+ buyout conversations and potentially offers, nvidia $NVIDIA Corp(NVDA)$ through a little money at them, they have patents a plenty ensuring future roads go through sound, earnings in a couple days, touched ten bucks a month ago. this company is holding secrets with a major ev car company and a major restaurant brand.. both names unknown. earnings will bring light not for the money, but for the news.
$Amazon.com(AMZN)$deep in demand zone since the big drop AH. Heavy downside movement. See more downside at this point. ER season not looking good thus far for tech. We lose 170s, wouldn't be surprised if AMZN falls to low 160s. Wild to think how much this stock has given up this month.
$Coinbase Global, Inc.(COIN)$$238 - I had many stocks when it was trading near $60, wish I held on longer. I like it but too volatile with Cyrpto price movements. Once they are out of the SEC investigation and adapt changes to comply, I would feel more comfortable getting in again imo
$GameStop(GME)$Just buy some of this and you’ll feel good about helping out the poor guy who bought in at 60, were gonna make it a good Father’s Day for those poor dudes, I’ve been holding the whole time, plus it’s cool to have some skin in the game even if it’s not much just get some! Squeeze!!!!
$Tesla Motors(TSLA)$Yawn..We’ve had 9 days straight of huge gains, and need a rest from all this winning.Next big spikes will be: 7/24 (Tesla beats Q2 EPS consensus; around a +10% pop), and 8/9 after Robotaxi unveil: around a +25% pop.By 8/10, we could be at around $320~340.If you’re short, buy a pair of elevator shoes to make yourself look taller..
$Palantir Technologies Inc.(PLTR)$If you are to consider eventually building an investment position in PLTR, my suggestion would be to start accumulating in small bites each time you see a dip in the trading level if you are closely following the stock price from week to week.I started building my position with long call options trades I subsequently exercised that began at the $12 price. Then did more of the same throughout the lower and higher teens levels from there, as the stock price continued to advance over time. I’m up over 100% in my cash account, and approaching the same in my IRA account.Maybe I should consider writing a bullish SA analysis on PLTR and post it?
$SUPER MICRO COMPUTER INC(SMCI)$Super micro is best in its class.Its competitor’s Dell and HPE are growing at a much lower rate. Their P/E ratios are similarly low. But Supermicro has significantly lower debt than the other 2. There is one obvious winner here and direct liquid cooling is going to improve Smci’s stats even more.
$Microsoft(MSFT)$End-of-day imbalances can be nerve-wracking, especially when option flows are signaling mixed signals. While I'm bullish overall, the uncertainty around options expiration, particularly on a Friday, adds to the tension.I did run some calculations on the fair PE for 2024, and based on those, we're already nearing the 2025 price level if the growth rate is 10%. However, analysts are predicting a 15% growth rate, which could justify higher valuations.Hmm and Friday ewww and options Friday too
$Amazon.com(AMZN)$July 4th sales will give us a new boost.AWS Cloud will continue to do well as companies need more computing power to run AI/ML computational models.it makes sense to hold onto Amazon shares for the long term. The combination of strong sales performance, especially around key shopping events, and the robust growth of AWS provides a solid foundation for future gains. Amazon’s diversified business model and its continued innovation in various sectors, including e-commerce and cloud computing, offer a compelling case for holding the stock.In summary, with the anticipated boost from July 4th sales and the ongoing strength of AWS, Amazon remains a strong investment. It’s advisable to hold onto this stock and
$SoundHound AI Inc(SOUN)$ Below $2 is possible. Most of the short contracts are ending by summer and their average target price is $1.50 so I suggest to wait for a while and then start buying with those who are currently shorting this stock. Once they close their contracts they will buy. It is a simple trade rule in the stock market 📈
$SUPER MICRO COMPUTER INC(SMCI)$ Ai can be your friend, or not. Or you can short ai by shorting smci and hope ai is like 3d printing and not really be ready to take off, yet. But it has already launched. And smci is desperately needed, and companies like them, to fulfil the incredible demand for the start of this ai infrastructure. Get ready. Its not going to stop. Its getting bigger and some shorts, for some inexplicable reason, don't seem to understand that. Or did they just want to pick up some short shares? Maybe. Who knows? It is hard to believe they are missing what is going on and the bus they just jumped in front of.smci: $437.70 close