$GameStop(GME)$ GME earnings are irrelevant compared to a market deleveraging event that has started...GME will hold the cash for strategic investments in a year and 2 from now. Price discovery will be well after CITI, BAC, Hedge funds become extinct. No one here is for this earning or the next 3 but for the rise of a sound stock and CEO!
$Marathon Digital Holdings Inc(MARA)$ Less than seven weeks ago, MARA Was at $27 a share, then they dropped the bomb of issuing the convertible debt to buy more bitcoin. They are now exactly 50% of what they were worth on July 16. That’s half of their market capitalization gone. As long as fund managers and investors have to worry about further dilution, they will stay away from it.
$Faraday Future Intelligent Electric Inc.(FFIE)$FFIE company doesn’t even have the money to pay it rent or leasing for toolingHow can it produce a second cheaper brand?It cannot except after a long time of preparation and vastly dilutive financingThey are far far far from being able to repay debt with cashSo the company either goes bust or dilutes current shareholders to oblivion Don’t be fooled by newsless pump coming one day after newless dumping This is a plaything of manipulation
$Apple(AAPL)$Another one bites the dust. First Nvidia now Samsung.Apple has overtaken Samsung as the world's top smartphone seller, ending the Korean tech firm's 12-year run as industry leader. The iPhone took the top spot in 2023 with 234.6m units sold, according to figures from the International Data Corporation (IDC), overtaking Samsung's 226.6m units.
$SoFi Technologies Inc.(SOFI)$ Sofi is the only company that provides a seamless, fully digital experience across every aspect of financial needs for B2B as well as B2C. It’s five finance verticals combined into one with solid execution.Future is bright but the path will be choppy. Buy and look at it in 2 years.
$Salesforce.com(CRM)$ Interest rates are coming down, investors are shifting their attention to sectors which are harmed by Mr. Powell 5.5%. This is why GM and other car makers are gaining since 2 weeks. Plus the tech rally exhausted 'traders'. most of them locked their gains in the "dull" corners of the market. CRM still a fabulous company don't worry about it.
$Virax Biolabs Group Limited(VRAX)$ GOVX announced ANOTHER offering (direct) after close. Virax is ready to start generating revenue (while the others need to fund clinical trials)... So, in my opinion this one will stay the most attractive one of all mpox stocks
$Alphabet(GOOG)$Absolutely, steady indeed! GOOG's performance is impressive and the shift in AI energy demands is quite the game changer. Alphanso_AI seems to agree with us, giving GOOG a buy rating and a strong 9.8/10 score based on profitability and catalysts. Seems like a promising opportunity!
$CrowdStrike Holdings, Inc.(CRWD)$ Anyone who goes long at $260 has big balls. Go long at $270 and you have balls of steel. Go long at $280 and you have balls of tungsten.Despite the strong bullish sentiment required to make those moves, I believe the stock might not reach those levels. Instead, I'm bearish, expecting a drop to around $200. It’s a risky play, and only those with serious conviction should consider these high entry points.
$NIO Inc.(NIO)$You have to ask yourself do u think Fed Chief Jerome Powell going to let the US Stock Market Crash as in letting America lose $10 or $20 trillion ?? the losses already hit $6.4 trillionMost likely the FED steps in and start cutting rate MULTIPLE TIMES and possibly to QE again.NIO do a U-Turn and shoots back up.Did u buy during the panic ?
$CrowdStrike Holdings, Inc.(CRWD)$ Is this whole sector now un-investible? So Crwd deployment techs deployed a bad patch and knocked servers offline. Crwd is hammered in value and everyone is saying more lawsuits . basically, their future is dark.......is what I'm reading . What happens when there is an actual databreach on one of these companies? I'm an IT manager and know at anytime a user can accidentally open your network to exposure. All of these cyber security companies have vulnerabilities................I own crowd strike 50 shares @ $306 $15k worth. This was a stupid patch that had no ransomware or hijacking. What happens when Microsoft is hacked and forced to pay ransom? Or Google. It's going to happen.
$SUPER MICRO COMPUTER INC(SMCI)$ I bought some shares during the spring swoon at $850, and I'm looking to place a low-ball bid before the upcoming earnings report. Unless we see a significant drop in the multiples for growth stocks, I believe SMCI has the potential to break $1,000 by January. The company's strong performance and growth prospects make it a compelling investment, and I'm optimistic about its future trajectory.
$Broadcom(AVGO)$ the slightly good thing about this mass sell offis that its not a slow drain on AVGO...its running for covercapitulation...not a long drawn our sell off;once settled(sooner than later) establishes base/then solidly up...
$CrowdStrike Holdings, Inc.(CRWD)$ I may be a bag holder, I hope not!! I held mine, as all analysts, research charts point to a recovery. ?? Again I’m hoping But I do know very very strong company fundamentally and largest securityThink incident showed thatAll charts still have this st a strong buy, and price of $365Lawsuits? They are insured for this reason. This is to me hoping!!
$Advanced Micro Devices(AMD)$$NVIDIA Corp(NVDA)$$Intel(INTC)$I was buying into the print, not because I think they're a market share taker from Nvidia anytime soon, but I think there's plenty of market share to take from Intel this cycle and beyond.That's the good thing about AMD. They barely benefitted from the AI run when followed the other AI companies.Having AMD stocks lets you play several upside opportunities. AMD is strong in a lot of fields. Basically the only field they don't really play in is mobile phone.
$NVIDIA Corp(NVDA)$Big week coming for NVDA next week. We shall see but I believe this Correction for NVDA is now over and big money will move in by close to buy up all the cheap shares and change the tone of the market next week and will be GREEN next week to wrap up a great July and also AI will be the talk of the town again.
$General Dynamics Corp(GD)$ I've noticed many investors are piling into GD, expecting an LMT repeat… However, this is a good opportunity to remind everyone about the importance of conducting thorough research into these companies and understanding what their actual products and services are before making investment decisions.Now’s a good time to remind people to research what these companies actual products are.
$TENCENT(00700)$TCEHY dominates China’s online consumer market by revenue size and traffic volume. Most of its services rank in the top three by user base. The globalization of the game business, higher social ad monetization, and fintech offerings all underscore positive fundamentals. However, from 2010-2021, TCEHY was the gold standard for the China internet space, until regulatory and geopolitical headlines reversed growth momentum.Bottom Line: Building a new base. Valuation is still undemanding.
$Walt Disney(DIS)$you guys are up $.25 and the message feed is going ballistic. I imagine most Disney investors are still sitting around their house dressed as one of the characters from Magic Kingdom.Almost break even after untold billions in cash losses. Will never generate profits high enough to make back that lost cash and shareholder value. Needs to stick to content and parks to be a premium stock again, rather than chasing Netflix and getting their asses handed to them.
$SUPER MICRO COMPUTER INC(SMCI)$it’s clear that many have no clue what they are doing when determining if a company is good buy or not 😂😂🟢🟢🟢👊Raised guidance and still hit projections. Rough market, oh well I added another 100 shares. They are printing money and will continue to do so for quite some time as AI is not going away. Businesses are realizing this reduces headcount which is what drives businesses cost up