$SUPER MICRO COMPUTER INC(SMCI)$If you want to play the upside, the best bet right now is for the earnings/business update on 11/5. I suspect the company will report good numbers but future guidance could take a hit from the issues surrounding the company right now. Furthermore, if they are able to announce the retention of a new auditor (which I suspect will be done by Monday) this will stabilize the stock.If the CEO steps down, that should also be a boost. I intend to play the potential upside from the Call with options. Good results and progress from resolving these internal controls/governance issues will cause a quick jump in price. Not investment advice, just my opinion
$Meta Platforms, Inc.(META)$meta has one of the cheapest valuations within the mag seven, save google. I'm kind of on the opposite page..I think META's ultimate goal is to get the internet off our phone phone screens and into the surrounding world(see rayban), and there's alot of potential in that. I could also see them reducing AI spend and getting heavily rewarded for that, as the market seems to be a little weary over overspend on AI projects rn.But ive never owned it. Personally, Im hoping the market sells it off hard, so I can get an attractive entry point.
$Invesco QQQ(QQQ)$ Should be $500 by now, then $515 with tech earnings next week…all of them will beat with such a low bar. Elections are just noise when traders are flushed with cash and Powell Fed Put…shorting/puts are a fools game…
$Coinbase Global, Inc.(COIN)$Look I get it, you tried you failed, you averaged down and failed again. It’s ok it’s not your fault. Fund managers pay hundreds of millions to buy majority shares only for the purpose of fleecing seniors to make billions more. It’s not right.Coin ⬇️
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$no complaining ..analyze buy sell make money...soxl moves easilly 6 pct daily...lots of room to make money Monday...get er done. ..youve got this..make money for you and your family..You were born to win! Lets pull together and help each other
$Apple(AAPL)$Be aware that is at this time when Apple gets close to ATH some paid hack ("highly respected") will come out right on time and say, ooh Iphone demand bad. Just be ready that has been the MO for the last 3 attempts to smash through this $237 rangeI see it as a good thing when false negative news is announced. As long as I know it's a rumor or fake news, that gives me a chance to buy a few shares as Apple will recover in a few days or so. No laws are being broken when media people lie about Apple. I'm not angry but I simply wish they would tell the truth. Most of those lies can easily be refuted by checking other sources. I'm just surprised investors sell so quickly without solid proof. Anyway, it's not worth
$Alphabet(GOOG)$ Company does a lot of bells and whistles but doesnt do much to move the needle. The CEO should quit immediately . Growth slowing down, antitrust issues, doesnt deserve a premium valuation. Probably makes sense to command a 15 PE for the sector.
$Advanced Micro Devices(AMD)$Thumbs Up if you have both NVDA $NVIDIA Corp(NVDA)$ and AMD. Am AMD long but decided to add NVDA a year back after deciding both will be Winners in the AI play. In retrospect, it was also a "healthy" decision. You end up happy for both and not live on hating one over the other.
$Bright Minds Biosciences Inc(DRUG)$The short interest per float was miniscule before. Here's the deal, tho. Noob shorts bought in a LOT, so the churn and calls will be self-destructive. Momentum plays out pretty consistently, and this is where contrarian trades do well.Most expected DRUG to tank pre-market, which it did get down to $24+. I bought in again with $10k of my $210k profits with some reassurance DRUG will gap up and test yesterday's AHs highs.
$NVIDIA Corp(NVDA)$I believe that this GenAI hype will die out very soon, question is how much of NVIDIAs stock price will follow. They do build great GPUs both for gaming and compute, but what happens when something that is built on hype (and hype only) dies out? It's already proven that adding more data to LLM does not make it a lot better, so there has to be a silver bullet somewhere to take it to the "next level". There's a big gap between "useful" and "taking over the world". I see a lot of niche products being built around it that actually work (transcribing, SEO, image captioning, etc) which is great but does it really justify the current valuation?