$Coinbase Global, Inc.(COIN)$I am seeing everywhere that Coinbase revenue will actually drop from the previous quarter due to the low transaction volume for the Q3 quarter. If they know the approximate Q3 transaction volume, is it safe to say that the stock will drop after earnings based on financials? (Unless they kill earnings call and release some good news). Thoughts?? Not sure what to think now, but news regarding the company's earnings release seems bearish, but media is normally all BS.
$Intel(INTC)$ I'm not sure why we would expect a great earnings report now, maybe a year from today. What we can hope for is some good guidance and update on progress with new chips and foundry. I'm afraid people are expecting big sales numbers which is doubtful. Set appropriate expectations.
$Grab Holdings(GRAB)$I wish I had grabbed GRAB earlier before it hit multi-year highs. If I’m going to be putting money into a stock that is trading at its recent peak I think I’m probably going to stick with HITI. Maybe I’ll get lucky and GRAB will have a big dip in then near future.
$Trump Media & Technology(DJT)$I thought the price would go up because at the end of the day the stock market is about supply and demand. When the demand for shares exceeds the supply of shares available to be had, the price goes up. Fundamentals and valuation are most important over the long term. In the near term that is not always the case. DJT shares are at $31 ,a nice 100%+ gainer on Sept. 17.
$Broadcom(AVGO)$I exited at AVGO due to AVGO (BROADCOM) rising from $147 to $180. Analysts also predicted around $180. This company, which is claimed to be 99% of the internet infrastructure, can push the $1 trillion market target. But I think it is at expensive levels.
$Amazon.com(AMZN)$I was very fortunate to be able to double down on AMZN a couple of years ago at $85. It seems magnetically attached to the $185 price area for now, however,I have a high conviction in its ability to grow and prosper in the future.
$Trump Media & Technology(DJT)$ DJT not wanting to do redemption on the warrants as it would lose out on cash.That said the SEPA deal is for around 31 dollars a share.I'm long on the Common at 13.58 on my latest trade and I completely agree the Warrants are too richly valued considering everything.
$Coinbase Global, Inc.(COIN)$Miners: ONLY players in the Bitcoin ecosystem that can create new Bitcoin + securitize the netowork, therefore serve as the leading indicators of BTC price and the best low-cost operating miners mine BTC cheaper than anyone elseCoinbase: +80% of TradFi custody of Bitcoin is only possible through Coinbase. I do think that it's not prudent risk mgmt that TradFi bears so much CP risk on 1 custodian, but they ARE a publicly regulated entity so they’ve gone through all the regulatory hoops to comply with SEC
$Direxion Daily FTSE China Bull 3X Shares(YINN)$Yikes, that Hang Seng rug pull was fun. for fading it with the Aussie dollar short. Not me, I’ve got my margin of safety. Buying all dips, especially 5-10% pullbacks. 20% giveback on 150% run up in the YINN. Fine math.
$PDD Holdings Inc(PDD)$On the daily chart, the wave it just printed, could POSSIBLY be Wave B, which would Bring Wave C all the way down to under $80, meaning it is still in an ABC correction if this holds to be true.This is what my AI indicator is saying, which it could be recalibrated into a different wave count if things hold and new high is broken. Be CAUTIOUS because my indicator is more right than it is wrong. PTs get hit more often then they don't.With it being a china bull run that just started, I will have to keep an eye on this.This would be the most shocking to most investors in PDD which would without a doubt shake weak hands out of the name. So the probability of this happening is high.