$Trump Media & Technology(DJT)$It looks like the traitors and insurrectionists are winning on the stock front for now. Enjoy it while it lasts because tRump is going to lose BIGLY next week and it'll be the end of the pump and dump. Don't be the last one holding the bag.
$PDD Holdings Inc(PDD)$ The market is very competitive. Old sellers will be competed out and new sellers will come in.But the platform doesn't care. The platform will continue making money as long as there is a flow of new sellers and users buying stuff.That's why PDD grew super fast and continue to grow. They sell decent quality stuff at the lowest prices. Lower than taobao or JD which are the two original ecommerce giants in their country.I buy from PDD on a weekly basis
$Apple(AAPL)$I don't require instant gratification to stick with Apple. I don't care if the stock drops on a good earnings report while Apple repurchases more shares and gets that share count down. The more buybacks, the better for me in the long run. The thing is if Apple reaches over $300 next year, they may be tempted to split again. I'm not eager for that to happen but maybe many shareholders are. Some crazy 3 for 1 split to get the share price down to around $100. Ugh. It can go to $400 for all I care. I'll still be buying my few shares occasionally.
$SUPER MICRO COMPUTER INC(SMCI)$More smart moneys are coming in. Getting ready for a massive short squeeze by the next 2 weeks. The clock is kicking. Shorts need to buy back more than 100 mil shares. For today price , they need to buy more than $6B. Tomorrow maybe much more. Shorties hurry up to cover your positions.
$Coinbase Global, Inc.(COIN)$Looks like it will be a high volume environment in the am. Good luck to all. I’m bullish until after the earnings but of course political and regulatory risk is still high. Be cautious put some stop losses and go make some money.
$NVIDIA Corp(NVDA)$I think you should hold it as long as Nancy holds. She’s on the Intelligence Committee, she’ll know if the market for chips is declining. As long as there isn’t at war you should keep them, and you should hold at least until the news comes out about them completing construction of their US manufacturing sites. Nancy will also know before the general public if a conflict is coming to.
$Amazon.com(AMZN)$Retail has never really turned on the earningsAds are inflecting upwards and were very slept onAws continues to grow and is in the top positionBest logistics and shipping in the gameAnd in prime they have a costco-like high margin subscription streamNot to mention, a history of great capital allocation and being able to spin up unrelated business segments into real business in their own right.And they are still investing capital. People focus on net income, and so theres no or little ROIC. however, the denominator, IC, is going up, unlike aapl or something, where they are returning capital. So your IC on which you will one day earn returns is going up bigly.Still have to pay attention to the valuation,
$SUPER MICRO COMPUTER INC(SMCI)$Generational buying opportunity here... Crucial player in the AI industry trading at 14 forward p/e. IIt's not a matter of IF but WNEH the dust settles... Once the doj investigation is over we will reach new ATH's within a week. I can see this stock trading north of 200 in 2025. Patient bulls will be handsomely rewarded! And oh yeah, don't forget to squeeze the shorts while we make fortnues!