$Taiwan Semiconductor Manufacturing(TSM)$It's hard to psych out TSM's global manufacturing expansion.I doubt TSM would have selected the US Southwest to expand manufacturing I think they will go through with the deals...whether they should or not is another matter.One additional factor in favor of diverse manufacturing sites are the earthquakes. It's been hard to miss the repetitive shocks that have hit Taiwan over the past few weeks. I'm actually much more concerned about geological disruption. It's probably a good idea to have manufacturing backups.
$Apple(AAPL)$$Microsoft(MSFT)$What a bunch of Noobs. Apple always does this before making all time highs. Gets close, drops, touches the ATH, pulls back 5%-10% for a few quarters. Then comes out with a barnstormer earnings, eclipses all time high. Then repeat. Apple has been doing this since 1995. Silly bears still take the bait. They've been getting burned for three decades on this. That's why everyone says, don't trade Apple, own Apple. Every time Microsoft passes Apple in Market cap, that's when Apple goes game on in earnings. If you wanna trade Apple, that's how you do it. MSFT and AAPL are very old bitter rivals.
$Roku Inc(ROKU)$Don’t listen to the shorts spreading fud. I don’t think there is anything wrong with the CEO or with the company. They are navigating the headwinds in the industry pretty well, and will only continue to get better at cost cutting to funnel more revenue to the bottom line. Right now, they are still focusing on user growth, and the profit will follow.
$SoFi Technologies Inc.(SOFI)$I must say, getting $15/pop on 9 strike covered calls a week out on shares I picked up in the high 6s and low 7s is better than what I’m getting in my boring old qualified dividend paying companies and ETFs. Might sell some more 22 strikes for January on my core shares if it continues to run. GL!
$Micron Technology(MU)$ Well how good does it get Micron getting 13.6 billion dollars in grants and loans from the government is indeed significant news that could potentially boost its growth and future profits. Such backing provides Micron with substantial financial support to invest in research, development, and expansion, enhancing its competitive position in the semiconductor industry. this sets MU up for huge growth and future profits no luck needed with backing like this what a buy opportunity
$Netflix(NFLX)$In the short term, it's more profitable to get your customers to peak into one unsatisfying show after another for hours and to play commercials every time beforehand than to recommend good, gripping and perfectly targeted shows to them.In the long term, however, you annoy your customers and they leave.Psychologically, NFLX has pulled off a magnificent feat.But even this badshow will eventually be seen through by the masses.And you seriously think Netflix wants to hide its subscriber numbers because you should be staring at other numbers?
$Palantir Technologies Inc.(PLTR)$I’ve been following since the DPO. You’re starting to see the narrative change on pltr and AI in general. They are growing their commercial business at an unbelievable rate. Karp announced profitability years before it was expected. I think this ER will solidify their position as the industry leader. Eventually they will gain a spot in the SP 500 and take off from thereLet’s see if the story will play out as expected and for now we wait…
$NIO Inc.(NIO)$oh look longs, NIO is lower % PM than Xpeng and Li like nearly every day for 2 years PM and AH , these trapped HF jckofffffs still haven’t fixed their algos and therefore will keep digging their massive borrowed share hole deeper and deeper. Funniest thing I’ve ever seen!
$Tesla Motors(TSLA)$I expect this earning report to be much better than expected. With a net profit margin standing at 11.21%, the financial outlook for Q1 2024 very robust. Assuming a consistent year-over-year growth of 19%, Tesla's revenue for Q1 2024 is projected at approximately $28.79 billion, potentially translating to a net profit of about $3.23 billion. With a projected EPS of $1.02, follow me.
$Sea Ltd(SE)$This is one of my largest holdings. I have owned it for awhile and bought on the way down. Up another 10% and I'm breaking even. Sea has a strong brand in Southeast Asia in digital entertainment, e-commerce and online payments processing. I believe the investments its made will pay off. If so, it can trade at a higher valuation - we will get a double whammy, higher earnings and higher multiples.