$NVIDIA(NVDA)$ The sky is falling. Please. Once Wall Street realizes revenue will keep surging, they'll wake up. Data center is just the start of the revenue stream. If Nvidia doesn't sell as much to US data center hyperscalers, they'll sell to other countries and entities. If Nvidia could sell to all of them, they would, but supply constraints prevent that. Never mind robotics and autonomous.
$Advanced Micro Devices(AMD)$ Plenty of shorts around here trying to push the price down after those excellent earnings. If they manage it, that just makes for a better bargain, but I don't think we'll see much lower than 450. Never say never, though. Patient longs should be rewarded.
$Palantir(PLTR)$ This is total nonsense. Karp has Democratic ties and worked with Obama. Palantir is a profit and cash machine, and I'm adding as much as I can.
$Palantir(PLTR)$ It is criminal what they are doing to this stock. Record breaking quarter. Good luck to all who bought on the dip. It will bounce back like it always has done.
$Advanced Micro Devices(AMD)$ For anyone long AMD, it could drop after earnings and the weakness may continue for a few days. But I'm not too concerned about the short-term swings. There are plenty of short-sellers and hedge funds pushing around the stock of high-potential, top-tier companies like AMD.
$NVIDIA(NVDA)$ Bears seem to be getting a lesson from Nvidia right now. There isn't much they can do about it. Nvidia will likely stay relevant for many years to come.
$Advanced Micro Devices(AMD)$ Investors are paying good money to buy December $800 AMD calls and projected January $1,500 calls, which suggests something explosive could happen in the new year. AMD is one to watch going into next year.
$BlackBerry(BB)$ Plenty of people disliked this stock in the $2 to $5 range. Once it gets past $35, the tone will likely shift, and I still have a lot of cheap shares to sell into strength if it reaches $65+.
$Advanced Micro Devices(AMD)$ AMD closed Friday at $516.79, up about 1.7% on the day, after sliding to near $508 and holding there. The setup here is betting that Friday low was the floor, with a walk back toward $548 first and then toward $580 if buyers keep showing up. A close under $500 says the floor gave way. The math: up 6.0% to the first objective and 12.2% to the second, against 3.2% risk on the invalidation, better than 3 to 1 to the second. Earnings land after the close on November 3, so this is a swing into that print with a clear line that says the idea is wrong. Watching $523.92, the Friday high. A move back above it shows buyers pressing again.
$BlackBerry(BB)$ Missing $Advanced Micro Devices(AMD)$ back in 2015 when it was trading under $2.00 with bankruptcy fears running high was painful enough. This one has EPS and revenue growth that has been building for a while now, with backlog revenue up to over $1.2 billion while still holding the Rule of 40. The skeptics will likely end up chasing later. That's part of why I was buying from $2 to $5, and I added a bit more over the last few weeks at $8 and under.