To The Moon

$Broadcom(AVGO)$ bears sounding stupid with their bear thesis. In a couple months I’m willing to bet Google will announce extension of deal with Avgo and you will have VMWare go thru right around then. This news was a replay of what happened with the bs apple and Avgo news of Apple claiming they will replace Avgo. Then months later a dam multi billion dollar deal is announced. Some bs negotiating tactics. The board of directors of Broadcom don’t just happen to time their insider buys so conveniently right before multiple deals go

SummarySoFi's shares have more than doubled in value of late, but the rally could still continue.Student loan resumption is a big opportunity for SoFi and its deposits growth is further catapulting its growth.This is an opportune time for investors to load up on SoFi stock.Smiling mixed race woman using credit card for ecommerce on digital tablet at home. Happy hispanic sitting alone on living room sofa, using technology for ebanking. Relaxing, ordering, buying onlinePeopleImagesSoFi’s (NASDAQ:SOFI $SoFi Technologies Inc.(SOFI)$ ) shares have more than doubled in value from its 52-week lows alone. Given this wild rally, investors are wondering if this uptrend is sustainable or if the stock is due for a correction. While that’s a legitimate concern

SummarySQ disappointed in its 2023 Q2 earnings, but Cash App growth remains strong.We present a put spread strategy with -40.9% downside protection.The full premium is earned if SQ remains above $30 on June 21st, 2024.An abstract square background with a metal sense of technology.3d rendering.undefined/iStock via Getty ImagesLast month, we shared a bull put spread idea on PayPal (PYPL $PayPal(PYPL)$ ) (see 

$Block(SQ)$ SQ has massively increased their R&D spend since 2021. Has that paid off yet or are we still waiting for whatever that turns into? Revenue is roughly 4X since 2019. Good numbers but even with the R&D spend, you would think management could have come closer to positive net income.But I guess, mainly, I just wonder what the R&D spend is about. Basic math: if they had simply kept that expense at roughly 2021 levels, they would have been solidly profitable every quarter since.

SummaryMarathon, a Bitcoin mining company, has no value as a mining business and trades at a large premium to its net asset value of $4.09.The company consistently mines Bitcoin at a cost 26-78% above the price of BTC over its history, resulting in a nonsensical mining operation with negative profits.While there may be some upside if BTC reaches new all-time highs, investing in MARA would lag far behind investing in BTC directly.Upside to NAV in $100K BTC scenario is only 19%, versus 283% from buying BTC directly.I would not recommend shorting MARA at this point in the 4-year BTC cycle.Cryptocurrency mining rigs in a data centerluza studiosMARA Far Inferior to BTC and GBTCWhile I wrote previously on my bullishness on Bitcoin (BTC-USD) at this point in the cycle, I would not buy Marathon Di

$JD.com(JD)$ JD is an excellent company that is producing great numbers. It’s a matter of buying at a reasonable price. Around 35 or lower and being patient. I’m not Nostradamus, however I do believe JD can return to its all time highs.

SummaryAMD's share price has seen a substantial advance this year, but it lags behind Nvidia in operational development.Revenues and profits have fallen for AMD, with a net loss of over $100 million in the first six months of 2023.The company's prospects are promising, but it faces strong competition and the stock is currently overvalued.I do not have a crystal ball, but from my point of view the risk/reward ratio is currently not good enough for a buy.Computer support engineer installing processor. Microprocessor with clearly visible silicon core and cache chip. Installation of computer processor in the socketMykola PokhodzhayWith the tailwind of the AI hype, the Advanced Micro Devices (NASDAQ:

If BTC goes up, MARA $Marathon Digital Holdings Inc(MARA)$ goes up, if BTC goes down, MARA goes down. Pity that management does not believe in higher BTC and share prices, otherwise they would not just have exchanged approx. 400 mn of their 2026 notes into shares and diluted their shareholders. And coz they are constantly selling shares there is never a short squeeze. Currently the borrowing fee despite 27% of free float shorted is less than 3%. People who short Mara get more interest than they pay in borrowing fee.

SummaryNetflix's advertising venture shows potential for additional revenue streams and reshaping the advertising industry.Management promises to expand the advertising business and contribute more than 10% of total revenues.Netflix's Q2 results were mixed, but management expects robust growth in the fourth quarter and raised their FCF guidance.Stock should trade around $510 per share. (Providing investors ~15% upside from current trading price).Members Of SAG-AFTRA And WGA Go On Strike At Netflix, Sunset Gower And Paramount StudiosNetFlix, NFLXMario TamaNetflix's (NASDAQ:NFLX $Netflix(NFLX)$ ) recent results and management's outlook present a mixed but evolving scenario. While subscriber growth remains strong and management anticipates growth acc

SummaryNIO Inc. is experiencing stronger delivery growth, with an increase of 81% YoY in August 2023.The company's delivery rebound is a promising sign that supply chain issues and production delays are improving.NIO's profit margins need to significantly improve in order to warrant a higher stock rating.NIO logo and the Nio"s user center, NIO HouseAndy FengElectric-vehicle company NIO Inc. (NYSE:NIO $NIO Inc.(NIO)$ ) raised some alarm bells in terms of weakening profit margins. But NIO, despite all the concerns that I have had in the past, is seeing stronger delivery growth.The company is seeing an upsurge in deliveries, with July and August 2023 being particularly successful months, amid a rebound in demand following draconian Covid-19 lock-downs