$Microsoft(MSFT)$Great consolidation here, only up 2% over the last 3 months and 9% over the last 6 months. Numbers need to be spot on which I think they should be. Curious about the Gaming sector which could be down but everything else looks solid. Expecting a 6-8% swing in either direction for ER. Peace and Blessings all.[Cool][Cool][Cool]
$Taiwan Semiconductor Manufacturing(TSM)$Still the same narrative. Trying to play up this Huawei thing as much as possible to keep the price down. Clear buy signal as there is plenty of demand outside of China to cover production. Considerably undervalued.[Smart][Smart][Smart]
$.DJI(.DJI)$When $Trump Media & Technology(DJT)$ was in office, I remember Muti day running small caps and mid caps companies every day and not a 30 minute runner like now but weeks months and longer. New runners everyday. The reason they ran so hard is because Trumps administration gives companies opportunities to be successful. He was economy warrior. I hope and pray we get to witness another multi runners . 🇺🇸[Smart][Smart][Smart]
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$$NVIDIA Corp(NVDA)$ is currently priced at 23 times forward sales and 40% of their revenue comes from 5 customers, and some ask why is NVDA down ?Sheesh, it's not like NVDA has a monopoly on Ai anymore .The 5 customers now have options as other chip makers have come to the market with their products Simpy put NVDA is facing peak demand in 2025 and you have priced this stock at 23 times or said another way to the year 2047 as if no slow down would ever happen. Keep holding the balloon called NVDA and when it's flat in your hand, ask yourself whySOXL will continue to go down with it [Cry][Cry][Cry]
$.SPX(.SPX)$who ever shorted that at the peak was lucky as hell. 🤣🤣; Because that could have easily continued! (I only caught second leg down. Earlier). Was a nice comeback bulls…. But it’s telling us a story after that slam down. [Tongue][Tongue][Tongue]
$.SPX(.SPX)$2024.....The Year People Woke up to Fiat Currency Debasement.!! Funny part is us Old Timers knew this was coming because we saw it go from $40 an ounce to $800 from 1970-1980.!![Miser][Miser][Miser]Got a long way to go to catch up on the exponential debasement of the 2020's,!!![Smart][Smart][Smart]
$Oklo Inc.(OKLO)$Here's the way to think about it: There are loads of pharma companies out there with a $2bn market cap and no revenue. In Phase 1 of medicine development (so 7+ years away from revenue). There are a few zero revenue pharma companies with a $5bn market capLet Oklo run![Miser][Miser][Miser]
$Micron Technology(MU)$This could be bad news long term, but near term this is directly related to how badly Samsung is flailing with HBM. Everyone can see that they are going to pull an $Intel(INTC)$ .Be cautious about the stock!!