$MicroStrategy(MSTR)$With all the "zombie" companies out there, as a fiduciary, they pretty much have to take the step of "flight to safety", "flight to quality" and exchange fiat from there treasury to BTC.Its truly " The flight to value " As a digital monopoly company, worth trillions, same story goes. 8 billion people on the planet can now have a piece of the pie.imo
$Direxion Daily FTSE China Bear 3X Shares(YANG)$At the moment, we aren't seeing any major shifts in the development of futures, but there is noticeable activity in the pre-market for both YINN and YANG. With the recent macroeconomic data and stimulus measures coming out of China, it's no surprise that these leveraged ETFs are drawing attention. I’m keeping a close watch to see if this volatility continues as the broader market digests the news.
$Uber(UBER)$Uber’s premarket stock rise is driven by anticipation of strong Q3 2024 financial results and recent announcements, including the rollout of an AI assistant to support the transition to electric vehicles. These developments have boosted investor confidence .
$Palantir Technologies Inc.(PLTR)$Palantir. Trusted by the US government. This is not a normal AI company. Palantir is a game changer. And the more i delved into it, i am absolutely convinced that we are looking at a trillion dollar company in the making. A perfect example of how value investing and log term should look like.
$Tesla Motors(TSLA)$It is a different world now.When you started trading, people like Musk would have been in prison long ago for stock fraud. Now he is celebrated.But trading in these bubble stocks is not investing. It is speculating, much more like sow belly futures than anything related to fundamentals. Actually, even sow bellies involve some fundamentals. With TSLA, one is simply trying to guess how much insane hysteria will exist at any point in the future.
$Advanced Micro Devices(AMD)$Intel settled with AMD over 32 bit microcode almost a couple decades ago that make things look bleaky for Intel so Intel was calling it quit without sharheolders knowing about it.If AMD takes Intel over , AMD can get rid of the BOD and sweep out deadwood. Maybe Intel will sell x86 designs to Qualcomm so Qualcomm can act as second source of x86 in compliance with regulators . AMD can work with legacy Intel customers. no matter what.AMD is giving up on gaming GPUs to focus more on AI chips which tells me obviously that AMD have to make choices on what chips to order from TSMC. now with Intel Fabs in bag, AMD can make anything they want to.
$Palantir Technologies Inc.(PLTR)$Taking unstructured data and being able to make actionable output will result in huge gain in usage vs the system of record names eg SAP, Oracle, Salesforce and the labour intensive work by Accenture and system integration companies. If you add together the revenues of these 'encumbents' you get at least USD 200bn. Palantir will gain a significant share. If current revenue is 2.75 / 3.5bn in coming 12 months it can be 20bn in 5 years time. It is absolutely a stock to hold long-term.
$Direxion Daily FTSE China Bear 3X Shares(YANG)$Holding YANG $3.5 calls for next week at an average of $0.36. I may average down some more depending on how the market goes. I am currently down 51%. I really hope this doesn't continue down. Either way, there could be a swing up wards in this from this price range.
$XPeng Inc.(XPEV)$ Xpeng cheapest model sold in Europe sells at a similar price to Tesla’s Model Y - that means that regardless of EU EVs import taxes, being reduced or not, Xpeng still makes profits from EU sales. “We want to bring the best technology that [has] developed in a highly competitive and iterative Chinese market to European customers,” Gu claimed. The car executive pushed back against concerns that Xpeng is undercutting established automakers, noting that the startup’s cheapest model sold in Europe sells at a similar price to Tesla’s Model Y.”
$Tesla Motors(TSLA)$in my opinion tesla FSD is the strongest option available. I not only think this, I'm putting my money where my mouth is and have recently purchased TSLA for long term hold. The Model Y is already insanely popular, these cars are gonna fly off the shelves in the coming years as the tech and pricing becomes more and more compelling.