$Tiger Brokers(TIGR)$ Lot of people got quiet today when this company’s price went down for no reason after an amazing earnings.I won’t be. I know what this company is doing. Insane growth and revenue! short term market will play games. Long term you cant deny the numbers behind this company. Conviction & financial numbers is the most important here.
$Microsoft(MSFT)$META just said they are increasing AI spend next year! We are still just in the 1st inning. MSFT just said companies are seeing a benefit from AI ! Next year companies will show efficiency improvements and productivity will increase. I am long MSFY so the long term growth story of MSFT warms the cockles of my heart. And generates income.
$Phunware, Inc.(PHUN)$I can't believe it! I've been following Phunware since August, and here I am, just kicking myself for not getting involved. It’s like watching an awesome movie from the sidelines, feeling that excitement but never actually jumping into the action. I mean, I see the potential and the buzz around the company, and it's just driving me a little crazy.
$Taiwan Semiconductor Manufacturing(TSM)$Despite challenges, $Intel(INTC)$ and $Samsung Electronics Co., Ltd.(SSNNF)$ face hurdles in yield rates and scaling, leaving TSMC with a strong grip on advanced nodes like 3nm. TSMC’s relationships with key clients like $Apple(AAPL)$ and $NVIDIA Corp(NVDA)$ give it pricing leverage, and its role as a “silicon shield” makes it geopolitically critical. Given these strengths, dismissing TSMC as merely overvalued overlooks its robust market position and future potential. The Company Behind the AI Revolution!
$MicroStrategy(MSTR)$lol no one is banning bitcoin. Its a major global asset. You're seeing this the wrong way around. It is being more integrated into society every year, not less. No one is stopping Bitcoin at this point. Price will go north of 100K next year, an adoption will continue year after year after year because it's the best money humanity has ever had, and every year more people realize that. Don't ignore the fact that MSTR spent like $10 billion dollars on Bitcoin. They were a billion dollar company before they started buying Bitcoin. Now they've bought $10 billion dollars of Bitcoin currently worth ~$17.5 billion. That's why they've 20x'd or whatever, because they have almost 20 times as much Bitcoin as wha
$Advanced Micro Devices(AMD)$$NVIDIA Corp(NVDA)$ is totally riding the AI hype train. That's why Jensen is feverishly promoting AI. Any perceived slowdown would pop the bubble big time for NVDA. AMD benefits from AI hype to a much lesser degree than NVDA. Although AI is certainly a huge opportunity for AMD there are other irons in the fire. Note that AMD has a significant amount of CPU revenue from datacenters. If there's an AI slowdown then CPU capital spending in datacenters might increase as purchasing patterns revert to the norm. Looking at AMD and NVDA it's clear AMD has a more diverse revenue stream. XLNX brings embedded which is a large untapped market for AMD. Game conso
$Palantir Technologies Inc.(PLTR)$Honestly, it sounds like a solid hold to me. If I bought in the teens or 20s, I’d definitely want to stick around. Right now, it’s consolidating around that $41-$43 mark, which shows it’s finding some stability. Even on a rough day, it’s still holding above $40, and that’s a good sign. Plus, with those earlier buys, I’d be sitting pretty if it starts climbing again. Patience is key,
$Palantir Technologies Inc.(PLTR)$ As I understand it, you concentrate for growth and diversify for safety. I have one growth (or speculative, if you prefer) position which is PLTR. The rest is in dividend paying stocks appropriate for my age. About 45 positions there in that portfolio.Back in my electronics days, I watched a friend cash out of $Apple(AAPL)$ for $20m after investing only in that stock (and a little $Cisco(CSCO)$). So, I'm just doing this to see if I can do half of what he did. 1/10 of the way. It will have large swings, but I think it's a highly disruptive company and will
$Meta Platforms, Inc.(META)$What trader doesn't like buying/trading a dip. Especially catching a solid company like Meta on a huge correction like what happened in 2022. My point is, the same caution isn't being used with the other Mag 7 and one could argue Meta had performed better than other Mag 7 before and after the correction. Even now, Meta has been the most consistent innovator, but doesn't get the same love. I honestly think if Zuck was as revered as Tim Cook, META would easily be double its current market cap. Which ticks me off a little as a long-term holder of META since the ipo.
$Advanced Micro Devices(AMD)$Closed with another backtest BUT even better here. Backtested the final SMA of 200SMA @ todays low today and formed a bullish hammer today. This is a very good sign of Chips reversing / pushing higher. I stopped out. Chart still looks bullish. Targeting 163, 169 here in the next 2 weeks. Don't miss the next moveImage