$Palantir Technologies Inc.(PLTR)$Palantir's after-hours decline can be attributed to Microsoft's $Microsoft(MSFT)$ earnings forecast, which wasn't as strong as anticipated. However, it's important to note that while Microsoft and Palantir are collaborating on AI initiatives, Microsoft does not own Palantir. Therefore, there’s no justified reason for Palantir to drop in response to Microsoft's performance. Similarly, today's decline was influenced by issues at SMCI $SUPER MICRO COMPUTER INC(SMCI)$ , specifically their accounting troubles and the resignation of their accounting firm, Ernst & Young . Despite these external factors, Pa
$Taiwan Semiconductor Manufacturing(TSM)$Think & imagine, Why there are no enterprises capable to manufacture the same level & standard of semiconductor as TSM ? Imagine why Nvidia deeply appreciated TSM prodcution to make hs brilliant success in chip design. Imagine would US still lbe eading China on high tech/AI without TSM ?US can't walk alone....
$Tesla Motors(TSLA)$Tesla earnings were fantastic. This company is going to be imo the largest most profitable company on earth in the next 5 years. Remember as these companies report and either hit or miss that Tesla is doing excellently. Jmho
$SUPER MICRO COMPUTER INC(SMCI)$ 🚀 Long-Term Hold 🚀•Elliott Wave setup: Wave 4 correction possibly complete at key support, targeting a powerful Wave 5 surge 📈•Major pivot around $457 🛠️•Long-term price target: $1,600+ 🌟•Strong support near $325-$330 for a solid entry.This is a long-term hold, aiming for the next big wave! 🟢 can easily double from here
$Micron Technology(MU)$ Micron (MU) is set for a promising 2025, driven by several positive factors. First, memory prices are expected to recover as demand for DRAM and NAND rebounds in sectors like data centers and AI. Second, the surge in AI and cloud computing will likely increase the need for high-performance memory, where Micron is well-positioned. Third, upcoming product launches, including advanced DRAM and NAND technologies, could boost market share. Additionally, ongoing improvements in manufacturing efficiency should enhance profitability. Lastly, Micron’s focus on the growing automotive and industrial IoT markets positions it for significant future growth.
$Rivian Automotive, Inc.(RIVN)$ This hit 8.26 this year, and then went all the way back up to $18+, so this can easly be back to over $15 with any positive news, like hitting their forecast Q4 postive GM, or a new van customer like UPS!
$Advanced Micro Devices(AMD)$ Lisa Su, CEO of Club name AMD, said Wednesday on Mad Money that there is so much demand right now for all of her company's chips, especially the AI ones. Su said she sees years and years of upgrades and more and more powerful chips needed.....Time to add more. Shorts will flip to longs positions or get crushed.Rocket Rodeo GIF
$NVIDIA Corp(NVDA)$ this will experience decline for few weeks as eu, uk, japanese and chinese investors especially institutions exit the us market due to usd weakening. they probably looking a year or two ahead. buyback wont manage this huge outflow. other investors will follow the flow from now. good luck to those still holding.
$Apple(AAPL)$ Expectations for AAPL were for AI features to be able to drive ~10%+ y/y growth in iPhone sales. If accurate, very early indications are that sales are down ~10%. As stated in Amara’s Law: "We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run." With Apple’s CY24 PE having expanded to 31x versus the S&P at 24x on AI expectations, it is hard to argue for valuation support at current levels. A crucial trait for successful investing is admitting when you are wrong and moving on. I think I am wrong in the short run but have a feeling that I will be back. In the long run, I believe consumers will want AI functionality available to them 24/7 and the smartphone is the one piece
$Qualcomm(QCOM)$$Applied Materials(AMAT)$ Very cheap. What’s happened in the past 3 months as this was soaring in June? I know some of it has been the apple is gonna drop them story but that’s been the story for years now and they’re still very dependent on qcom chips. I think there are a few really good companies that are extremely good value in the semi space but they are lagging behind several others on the rebound! Qcom, amat etc.