$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I actually believed that Google had the lead in AI for years before ChatGPT dropped the bomb on the market. My question is why do we think they are in the lead it feels like they muffed whatever lead we perceived them to have. Asking because I am losing confidence that my perception of their abilities and leadership are challenged.

$Intel(INTC)$ We will see this week if $18.84 holds or if Wall Street can trigger that real stop loss button and the bottom falls out and INTC has another major drop. No hurry in buying it will be years before INTC can make money again , INTC is forecasting to lose money for awhile. Revenue is dying, What a gamble an all or nothing!

$Intel(INTC)$ It will be a tough 2-3 years as Intel tries to make up for past mistakes. At the same time, $Taiwan Semiconductor Manufacturing(TSM)$ (a great company in a bad neighborhood) will be moving forward on process improvements.The world needs an alternative to TSMC, if only to maintain competition in the space (let alone a stable supply base) and INTC is the best option.While I am very long INTC (and will ride this out), this may be dead money for quite a while.

$Intel(INTC)$ Sadly Intel Foundry business is making Intel get massive loss, Citi says that exiting the foundry business can be a huge boost for intel eps between $4-$5 but Pat dont want to let it go and want to manufacture the chips at all cost. Something similar happened to $Meta Platforms, Inc.(META)$ and Zackenberg and his metaverse and he had to let it go.

$Tesla Motors(TSLA)$ Were you buying now?? What I can’t understand is why would you attribute a PE Ratio of 65 to a car company that has flat / declining sales and declining margins? I am always fascinated in the different valuations different people give to different parts of the business but the parts that are doing in sales growth such as Battery Storage or charging are not making decent margins and FSD is no closer yet people have been charged for the possibility for years and not received much more than you get from Mercedes. One day the lies and exaggerated claims will catch up with Elon!

$NVIDIA Corp(NVDA)$ I'm curious how much of their DC revenue is actually GPU vs. everything else. Nvidia is basically an ODM competing with HP, Dell, etc. How much of their revenue is the grace CPU, Bluefield DPU, Mellanox interconnect, the boxes, boards, etc. etc. Add in outside components (HBM, microcontrollers, etc.), and add in margin stacking on every single piece (that other ODM/OEMs can't get away with), and you have huge revenue/margins. And in trying to keep that for themselves, they compete with the other ODMs and restrict GPUs to them (this is where antitrust comes in in France or US). When other accelerators gain traction, those and the other various parts will be built/assembled by others, regardless of how m

$Tesla Motors(TSLA)$ There is a ZERO PERCENT chance telsa gets autonomous driving wide spread income producing in time to stop there declining new car margins take that into account when this is 100. Dont even bring up the MASSIVE depreciation new tesla owners have been hit with because musk keeps cutting new car prices. And TESLA service it doesn’t get any worse except it keeps getting worse. Run forrest run far away from this stock for the next 12 to 18 months.

$Trane Technologies PLC(TT)$ TT is really falling short lately. It’s frustrating how they’re always out of stock on parts, and the systems they sell are constantly on back order. Upper management seems more interested in cashing in on sales than dealing with warranty issues or taking care of customers. It’s disheartening to see customers getting pushed aside. This approach might work in the short term, but it’s a recipe for long-term disaster. It’s sad to watch, but it’s the reality right now.

$NVIDIA Corp(NVDA)$ This company was NEVER worth $3 trillion, only greed and a lack of understanding about the business got it to that level. Now margins are just starting to decline, peak business is a 18 months away and NVDA will be a $70 stock in the next 18 months. If you bought NVDA over a year ago you make either a great investment or got very rich if you have held it for a longer term. Take profits.

$Intel(INTC)$ This stock is done I feel. They are cutting dividend which loyal customers used to hold on to this stock. Now they are reducing the work force and doing everything at the wrong time. this stock will not recover until Pat is gone. Wall Street has lost confidence in his ability to turn around and does not trust his ever changing promises.I feel this drifts to single digits. Gl I sold all

$PDD Holdings Inc(PDD)$ PDD was selling massive volumes of consumer goods but making no money on it......the growth sent the stock to $ 150's but it was doomed to failure from the start. Now they are raising prices and volumes will come down. The other China stocks never did this.

$Coinbase Global, Inc.(COIN)$ What’s going on with this max pain level pinned right at 183? It’s like they’re sticking it there on purpose. Are we going to see it stuck at that spot next week too? The manipulation lately feels off the charts, and it’s not even tied to the broader market or crypto stocks anymore. It’s like they’re playing a whole different game. Honestly, it feels like someone’s really pulling the strings behind the scenes, and it’s starting to mess with my head. Anyone else feeling the same frustration or am I overthinking this?

$NVIDIA Corp(NVDA)$ nvidia shares have been moving up as revenue growth increased tremendously over the last 2 years. good and all, but once that revenue stopped growing, you will see stagnation and in this case now, a reduction in the stock price. why would people pay more for a stock that will make the same amount, or possibly less money in the future? unless they can convince people they can increase revenue again by 150%, 180% like previous quarters, i think this is the end of NVDA journey. coz i dont think people are gonna be happy holding NVDA shares when they only receive 0.001% dividend for lifetime because no growth prospects, or even reduced profit in the future. this quarter 14% revenue increase is good, but ne

$ulta beauty(ULTA)$ Priced as it is with a good history of compounding its top and bottom lines, it appears very good value. However, that competition risk some mention, particularly with Sephora and $Amazon.com(AMZN)$ , is a legitimate concern that is spooking the market. There isn't really a competitive advantage here as there's particularly nothing unique here. Probably doesn't go down much from here, but I'm unconvinced that it soars.

$ulta beauty(ULTA)$ All great investors make mistakes. I think Buffett just made one with ULTA. He should've stayed with $Apple(AAPL)$ ... My guess is he'll take his losses in ULTA and run for the door - like he did with his investment in $Exxon Mobil(XOM)$ a few years ago. His ULTA investment, like his Exxon investment, also does not make any sense.

$NVIDIA Corp(NVDA)$ Expecting some short term share price loss (as low as $85 within the next six months) due to poor year over year performance on revenue (percentage wise compared to Q3 of 2023 YoY growth). Gradual decline of year over year performance relative to the previous years quarterly earnings is most likely what caused this short term downtrend. Long term outlook remains bullish due to AI demand and general demand for the semiconductor sector.

$Dollar General(DG)$ The price of DG is starting to look really tempting, but I'm holding off for now. I’m waiting to see if it dips closer to $100 before I jump in. I want to make sure I get the best value for my money. If it gets down to that level, I’ll be ready to start a position. Until then, I’m keeping an eye on it and staying patient. Sometimes the best moves come to those who wait.

$Apple(AAPL)$ For AI to raise Apple's growth rate, you have to make the case that AI will1. shorten the replacement cycle for iPhones, or2. boost medium term growth of Mac or iPad sales, or3. boost the growth of service revenue.I don't see the case for any of these. Many AI services will be delivered in the cloud, like ChatGPT. And Apple's service revenue will come under increasing anti-trust scrutiny, because it leverages its duopoly position in phones to generate an unfair advantage in services like streaming TV, music, and photo storage.Then there's the law of large numbers. Apple is simply too large to have a high annual compound growth rate.The most likely scenario is that AAPL's stock price will flatline for a numbe

$Apple(AAPL)$ There’s simply no more buyers, once they enter the blackout period for stock buybacks apple will no longer be able to keep the share price afloat. This extremely low volume we’ve seen the last few weeks will switch to high volume selling as everyone will try to get out at the same time. Panic selling the likes of which few have ever experienced. Don’t be left holding the bag.

$ZEEKR(ZK)$ Honestly, ZK’s situation is a real letdown. It’s not just about having top-notch tech—what really set them apart was the loyal customer base singing their praises and standing up for them against other brands. But then, they got cocky and started ignoring those very customers who made them successful. Now, those same old fans are telling everyone to look at other options. It’s no wonder the sales are struggling. When you turn your back on the people who supported you from the start, it’s bound to bite you back. If ZK doesn’t fix this, they’ll be stuck in a tough spot while their loyalists move on to better alternatives.