$XIAOMI-W(01810)$The first one I had was the Mi Mix 2, I fell in love with the design, but back then I bought a unit from china which I then switched to a global ROM but the experience was really awful. Sold after a month or two, not a great start. Long after I got a MI MIX 2S because I wanted to try again but this time i got a global version that I bought on Amazon, proper euro version and I loved it. Then it was MI 9T pro, Mi 10, POCO F4 GT and currently I'm on a XIAOMI 14. On the side I have a MOP 2s and 2 security cameras. Everything works fine.
$NVIDIA Corp(NVDA)$big TSLA breaking news with china will be big for NVDA...more AI huge market open up....here is a paragraph from an article : "Enabling FSD in China would provide a buffer to Tesla's declining EV sales by accelerating its diversification towards autonomous technologies, artificial intelligence and humanoid robots and operating a fleet of millions of autonomous vehicles.
$CleanSpark, Inc.(CLSK)$the “smart money“ actually owns both and buys more on every pullback. I hope this helps but I don’t know if you’ll listen. One thing is certain: only fools would spread trade these two stocks. It’s inevitable that they’re going to miss out on the big gains by failing to take advantage of the sustained runs and profits when they move consistently together most of the time. They have a correlation above 80%
$Coinbase Global, Inc.(COIN)$I’d add that you probably missed the explosive growth of Coinbase’s Base chain, how much money it’s generating and how their new web wallet is game changing. If you do not actively use defi and crypto there is a lot you would not know. There is a lot happening on the Base chain including decentralized social and payments.
$Alphabet(GOOG)$Dry detailed analysis of a great company with some minor flaws. Cloud as mentioned could add 40 billion in revenue this year and at 10% margin return 4 billion instead of losing 4 billion which is a significant turn around. In 2-3 years Cloud could generate 60-70 billion in revenue and if margin expand to say 15% add 10 billion in profits. Cost containment is my concern as Google seems to hire at will and offers very high compensation as well as SBC which costs around 30 billion currently. This needs to be better managed. Buybacks were not highlighted but the 70 billion yearly buyback should not only continue but possibly be augmented . Currently about 300 million shares are being retired after SBC which
$Marathon Digital Holdings Inc(MARA)$That's exactly the point, all the threads are flying and Mara went down 5% today and she did herself a favor by fixing a little something here doesn't smell goodTh Runes protocol allows people to etch and mint tokens on the chain. The launch of the protocol over the weekend triggered a spike in network fees on the Bitcoin blockchain...BUT its not enough to insure proftability ...its only 15% of miner revenues network transaction fees..not enough ..
$Coinbase Global, Inc.(COIN)$Securities and Exchange Commission lawyers, Michael Welsh and Joseph Watkins, resigned after a federal judge sanctioned the SEC for "gross abuse" of power in a crypto case related to a Utah-based crypto company named DEBT B. SEC has no ability to regulate crypto as it needs to be defined by law that it is a security or a commodity as it’s been found to be both by different judges. SEC will most likely lose its case against Coinbase (even if on appeal). This recent news shows that SEC has a history overstepping what is legally under there regulatory limits
$Netflix(NFLX)$If subscription growth is the most important metric, then when does it stop being so important?When the company hits 300M subs? How about 500M subs? Maybe it's 1B subs?How about when every man, woman, and child on Planet Earth are signed-up? Then what, Mars??No one believes their subscription numbers anyway, right? And WHO decides when enough is enough? Barron's? Fortune? Some Ivy League analyst?Apple figured out this ridiculous no-win argument back in DEC 2018 when they stopped reporting hardware unit sales, since this data did a terrible job revealing Apple's real business health -re: App Store, Apple Music, ApplePay, AppleTV, etc.AAPL is up 400% since then, even with their current selloff.So, kudos to N
$Marathon Digital Holdings Inc(MARA)$ He went all in at $17 bought 500 shares risked $8,500 and made guaranteed $250-30% capital gains. So when it’s $20 a share he will buy back in with $8750 and only have 437.5 shares. Instead of just holding and cashing out at $30+ and having a 2x I just don’t get it. Stop selling and it will go up faster.
$Netflix(NFLX)$The Markets delayed recognition of NFLX might, and phenomenal Te Earnings Report— is a Great advantage for NVDA’s longs, and “savvy enterprising investors” — because it gives them an ample and fabulous opportunity to buy more of a Great business at a bargain price!👌💰🖖reports stellar earnings, and it drops almost 5%. What a joke! This market is so freaking rigged, and they don't even try to hide it anymore. Ppl do what they want, whenever they want, without consequence. What a joke this market has become.