whimsie

Invest for the future, and watch it rise

    • whimsiewhimsie
      ·10-30
      $GameStop(GME)$ WOW...I was out consulting all day, but surprised to see GME $24 in the AH. Any News or perhaps I should be doing more consulting,,,lol!! Can we see $25 by the end of the week.Perhaps will write some 50 $25 strike 11/1 Expiration Calls and put $1500 Premium in the pocket.Good Luck all Longs and I will be here more often.
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    • whimsiewhimsie
      ·10-29
      $Palantir Technologies Inc.(PLTR)$ Karp has eighty one million shares left.Congrats to him for taking some profits on the shares he was given as compensation.I wish I had 81 million shares left!Congratulations to all Palantir workers who received options as part of their pay package
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    • whimsiewhimsie
      ·10-23
      $Coinbase Global, Inc.(COIN)$ As a percentage of reserves, gold is not heavily used. It's mostly used as jewelry and a store of wealth. Rich people own gold but gold does not create their wealth. A gold coin buys the same nice suit as it did in Rome.BTC is an up and coming financial asset and can easily 10x its current market share of wealth. It beats gold, real estate, rare art and other forms of wealth in many respects.We are on the cusp of a new era with the digitization of wealth and finances. We simply don't know where things stabilize in the future, if it does.My bet is that BTC goes to over a million in the next decade and generates generational wealth for my family. That's TBD but so far so good.
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    • whimsiewhimsie
      ·10-16
      $Palantir Technologies Inc.(PLTR)$ PLTR it may be expensive for a reason. A key reason is Palantir's ontology, which is how Palantir's software makes large language models (LLMs) useful. In layman's terms, Palantir's ontology allows businesses to get useful insight from their AI investments. Without a useful ontology, AI has little value for companies. However, as Palantir continues to stack up contracts from both the government and commercial sides, it's clear that many people are seeing the value in Palantir's software. It's also important to note that Palantir's platform gives its customers the ability to leverage multiple LLMs so customers can experiment with the strengths of various models within the same platform.
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    • whimsiewhimsie
      ·10-12
      $MicroStrategy(MSTR)$ MSTR earnings coming soon 10/30 and valuation is crazy. You are better off buying BTC directly than buying inflated MSTR which is less than half the value of BTC holding. Their software business is pretty much worthless without any growth year over year and rely 100% on BTC but market is more than twice of BTC holding. Reality will hit earnings date.
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    • whimsiewhimsie
      ·10-11
      $Advanced Micro Devices(AMD)$ Dr. Lisa Su's background in engineering and her ability to communicate complex topics effectively indeed make her a standout leader. Her presentations on AMD's advancements, especially in AI, are often detailed and insightful, which can resonate deeply with long-term investors who understand the potential and are willing to wait for the results.
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    • whimsiewhimsie
      ·10-10
      $Alibaba(BABA)$ I think a ton of people bought thinking when the market reopened, it would soar. They started losing, and panic selling started, and then shorts probably pilled on. It should settle soon, It might be the last day of selling . Should reverse to the upside when all the short-term holders are gone. Big money is coming in and holding, and we'll see some short squeezes on the way up.
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    • whimsiewhimsie
      ·10-09
      $Trump Media & Technology(DJT)$ I hope you don't actually think it, has ANY impact on the stock price. I write only as a hobby so i don't become like "joe" - no, I do not write to pump up stocks that I own. Most of them are Holds and more sell than buy. I don't think I ever had a buy recommendation.DJT is not about their current operations - it has the potential to use of the brand name Trump and the millions of his followers are an off-the-balance sheet assets.
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    • whimsiewhimsie
      ·10-08
      $SUPER MICRO COMPUTER INC(SMCI)$ All of this helped Supermicro deliver quarterly revenue this year that surpassed a full year of revenue as recently as 2021. And considering the projected growth of the AI market -- forecast to expand from $200 billion today to $1 trillion by the end of the decade -- Supermicro could continue to see revenue climb.
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    • whimsiewhimsie
      ·10-04
      $NIO Inc.(NIO)$ We're up 61 percent month to date. A pullback was expected. Watch as they may try to take out the 7 dollar calls, (which they pretty much accomplished) and the 6.50 puts. Anything below 6.50 is a buy. You always... mostly should buy Nio on Fridays if you are looking to add to your position. Last few Fridays didn't follow that rule... but depending on the rest of the market... we might dip. Blue Sky's Coming.
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