$GameStop(GME)$ GME is certainly in better shape now with all of its cash. It is worth maybe between $10 to $12 a share right now. If one expects it can do something of value with that cash (beyond getting 5% or so in T-Bills) then GME deserves a premium. If nothing is done with that cash, then the negative cash flow will use up the money from interest and may eventually eat into the principal, making GME worth a little less each and every year.

$Adobe(ADBE)$ Personally, I am completely out for a nice profit today, but as an after-hours devils advocate, not all earnings are the same, because not all customers are the same. ADBE gets recurring rev, that digital ARR, from some behemoth enterprises. For example, every major university, every library, and every hollywood studio has a subscription. What these Wall Street donkeys wanted to see was whether these institution sized subscriptions would grow under the AI hype, and they are. Maybe Canva and Sora are gonna take away some of the poorest retail customers, but ADBE has institutional sized enterprise sticky product power. I think the current valuation is justified, so for that reason, I’m out, but I will keep m

$NVIDIA Corp(NVDA)$ I think Nvidia's a quality company with a quality product, and I don't think the AI market is going away. However, I think that two key risks to this stock, at this price, are:1) a competitor comes up with a product that, if not superior to Nvidia's, is at least close enough to significantly degrade Nvidia's margins, or (perhaps more likely):2) an advance in LLM software technology significantly reduces the amount of compute needed to train the models.Scared Ron Burgundy GIF by The Late Late Show with James Corden

$Advanced Micro Devices(AMD)$ My plays in AI semi’s are $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$. I have 500k in NVDA and 250k in AMD and 60k in TSM. I made in 7 months 200k in NVDA, lost 10k in AMD and made 6k in TSM.  NVDA numbers are proven and are amazing and the stock will outperform AMD in the 2nd half of 2024. I should be smart and double down on NVDA!! But I am wishing with a prayer with AMD for a good 2H24.  I believe AMD isn’t strong enough in the AI space. They are to diversified unlike NVDA with 58% gross margins with their da

$Tesla Motors(TSLA)$ Absentee "CEO" Musk is now totally gambling the entire company on "robotaxi." Unfortunately for Tesla & Musk, JPMorgan just issued a new report on Tesla today, saying that Tesla & Musk are sadly mistaken because any kind of potential "robotaxi" revenue is still many, many years away, if ever.Tesla stock reacted by once again plunging and falling off a cliff again, as it always does, time and time again, day after day after, as predicted, as expected by literally everyone ...

$Salesforce.com(CRM)$ Just a wee bit concerned on CRM's valuation...despite its recent pullback. Wonder if the investment community is going to take a 'wait-and-see' approach as to how/when CRM will monetize AI initiatives, before taking share price higher. Of course that 'wait and see' approach can be applied to ALL the high-flying stocks riding the AI wave I guess.....

$SUPER MICRO COMPUTER INC(SMCI)$ With longterm investors willing to sell $NVIDIA Corp(NVDA)$ at a 3 trillion dollar market cap, SMCI could see even more deterioration in its stock price. With a big gap at $311, and 3 month support at $700, there is -$400 between if SMCI dips below $700, look out!Injury Beat Up GIF by euphoria

$Palantir Technologies Inc.(PLTR)$ 100% Certain this stock to Crash to ground tomorrow or in 2 days. No chance for $S&P 500(.SPX)$ inclusions. COMPLETE PUMP RUMOR. Most dreamers pumping it are sewer-graded investors to begin with. Sell this Fake AI meme at every pop, before others sell on you. Sell the rumor for there will be NO news. will be 17. just waitNorth Carolina Logo GIF by UNC Tar Heels

$Palantir Technologies Inc.(PLTR)$ I rode the wave from 6/share and sold at 23.50. but, realistically. it's a 9 dollar per share company. and with share compensation ... I'll dip back in as I said. below 17/sharerebalancing of $S&P 500(.SPX)$ doesn't infer adds and delete. It rebalances the weighting of each holding. PLTR is not even near consideration to be added. Keep going with the short conspiracies, financial outperformance will clear that theory. Unfortunately continual increasing the # of shares shows disregard to achieve that metric.

$Coinbase Global, Inc.(COIN)$ Oh, COIN? Yeah, I know that ride! I'm glad I jumped off that rollercoaster at 243 before the drop. It feels like I'm winning the lottery, just watching my portfolio grow. Come on, guys, keep selling! I'm waiting patiently at 230 to buy in long and ride the rebound. This is the stuff dreams are made of. Let's make some serious cash together!

$ARM Holdings Ltd(ARM)$ Talk about the elephant in the room! Softbank, they're the real deal. Holding that huge chunk of ARM stock, they're like a wildcard. You never know what they'll do next. That's why the big institutions are keeping their distance. Only 10% floating? It's like playing poker with a deck that's been partially stacked. Feels risky, unpredictable, and frankly, a bit nerve-wracking. But hey, that's the game we're playing in the stock market, isn't it? Always ready for the unexpected.

$Alibaba(BABA)$ $Alibaba(09988)$ While Baba's valuation is indeed low, that doesn't guarantee its price will stay there forever. However, investors seem more inclined to pay a premium for companies like $PDD Holdings Inc(PDD)$ and $TENCENT(00700)$ $Tencent Holding Ltd.(TCEHY)$ , reflecting a lack of confidence in Baba.Baba's stock price is currently hovering at a low level. Without significant positive catalysts, it might continue to trade sideways, fluctuating up and down. The technical charts haven't shown the same strong breakout patterns as PDD an

$Dell Technologies Inc.(DELL)$ Have you ever owned a Dell laptop between 2003-2016?? Ive' owned three. And they are all paperweights now. Time's were different then. SSD's were not mainstream. Then ACER stepped on the scene with predator laptops, full SSD. The terms night and day on these laptops don't even come close. The story gets longer, because my job provided me an SSD Dell in 2021. Bruv, that laptop was so awful I gave it back the next day and told them I'll just use my Acer. I'll never buy Dell anything ever again.

$Intel(INTC)$ The folks at Intel sat on their thumbs for ten years crowing about how great they were and now they are scraping the bottom of the barrel. It is going to take them even longer than that to catch up. All the cheerleading in the world will not make up for bad management and sitting on the sidelines for so long no matter how many new chips they develop. By the time Intel catches up with the leaders (if ever), there will be twenty more competitors to deal with. Nobody wants to use chips from a company that sits around singing its own praises. Yes. I own this stock. Only God knows why because I don't. 😝

$XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ Xiaomi's not even buying back their shares now. Looks like they think their stock price is too high, not worth the price tag. It's kind of disappointing, you know? I mean, they should have more confidence in their own value. But hey, maybe they're just being cautious. Still, it feels like they're not fully committed to their own stock. I'm not sure what to make of it, but I'm definitely keeping an eye on this.

$Greenwave Technology Solutions Inc.(GWAV)$ Its called: "Sell the News!"This is what happened NOW. It have nothing to do with the overall market.The question for every invest, stock market or not, is always what are the potential outcomes in the future.A business with 40 millions of revenue and that many shares in this section of the economy, they must invent a formula to make gold of scrap metal, otherwise it will be hard to move the price up.It was a nice run and fun, but like all good things have an end, here it seems to be this too, i don't think wall street bets have the power to lift this again.

$AMC Entertainment(AMC)$ AMC will go down as the slowest walk towards bankruptcy of any modern company, there’s no other choice for AMC.Adams will step down, bond holders will take a major haircut, shareholders get nothing as usual, non-performing theaters either get turned over to their landlords or sold, AMC is “dead company walking” coming soon to a theater near you.Ask yourself: how much money does the AMC make in one quarter? How much interest do they pay on their debt? How much debt do they have? I believe this is a $2 stock.AMC, just go down.Toilet Bathroom GIF by 60 Second Docs

$XPeng Inc.(XPEV)$ $XPENG-W(09868)$ I'm so over it! XPeng's stock goes up 10% one day and then drops 10% the next. It's like a freaking yo-yo, constantly swinging up and down. I can't imagine how many investors are getting their emotions toyed with. It's such a roller coaster ride, and it's taking a toll on my nerves. I wish the market could just chill out for a bit and give us some stability.