$Faraday Future Intelligent Electric Inc.(FFIE)$ On Tuesday, InvestorPlace writer William White posed an important question: Is a giant short squeeze brewing in Faraday Future? As of now, the answer seems to be a resounding yes. Data from Fintel shows that more than 95% of the stock’s float is sold short. This definitely sets the stage for a short squeeze that could take shares even higher.
$Palantir Technologies Inc.(PLTR)$Relax, I’m huge fan of Palantir but market is moving due favourable CPI numbers. And so is PLTR, Its called a market. During this election year they WILL lower interest rates. Fake move or not within the rates it does not matter. This next 6 months will be positive because our buyers see the interest rates will move down and will have some additional purchasing power.
$NIO Inc.(NIO)$ The share price has been dropped significantly due to a very cheap price of ONVO L60 and this is unacceptable by investors. The share price now keep increasing when the pre-order keep going up.
$Advanced Micro Devices(AMD)$ With Advanced Micro Devices‘ (NASDAQ:AMD) competition getting steeper on multiple fronts and the valuation of AMD stock rather elevated, I recommend selling the shares at this point. Also likely to weigh on the stock going forward are China’s harsh restrictions on the use of its chips. Finally, there are multiple signs that the Street is becoming significantly less enamored with the name. Given these points, I recommend that investors sell AMD stock at this point.
$ARM Holdings Ltd(ARM)$ There's no question ARM is a great company. The question is, is the stock overvalued.The answer is Yes, if you base the SP on current earnings but No, if you think earnings will move a lot higher in the near future. I'm in the camp that says earnings will move a lot higher in the near future.
$Taiwan Semiconductor Manufacturing(TSM)$ Each time one of the major chip designers (most recently Apple) announces a new chip with enhanced capabilities and huge market potential, it is almost axiomatic that the next sentence speaks to a collaboration with TSM regarding the manufacturing. TSM is the consistent beneficiary of chip advances simply because they hold an effectively monopoly on the production of the most advanced semiconductors. For whatever reason, (geopolitics, most likely) the market refuses to recognize this reality and/or is giving it a less compelling valuation than a US based company would receive. TSM remains undervalued.
$SoundHound AI Inc(SOUN)$ Congrats to us! Hopefully you all added on the large dip under $5! I had been mentioning it was a good price point.It was a good time to accumulate shares and if she tested $2, it was an even better opp! Didn’t happen and many have been holders since $2, before the NVDA 13f!Just around 5k shs and I’m looking for $200m and higher in revenues for 2025 and a $25 PT.
$MicroStrategy(MSTR)$ btc is tracking beautifully! Every previous halving had a nice little dip after the event and then exploded higher.Current halving tracking very similar to previous three. Got off to a faster start, but the recent 25% pull back brought us level to the others. The dip was actually encouraging. Time to fly!Happy Birthday Dancing GIF by Alba Paris
$Apple(AAPL)$ LOL!! AAPL says it is working on developing its own AI chips for data centers...! Yep - let's throw out something about "AI" to assure shareholders the company is not pretty much rudderless and adrift. Enjoy the meaningless afterhours "jump". Not likely to last long. The disclosure that Berkshire is expected to shed perhaps $10 - $20 billion of APPL stock is far more meaningful. Trading at a PE of 28.5 and all they can do is offer a pittance of a dividend, a share buyback plan, and nonsense about developing their own AI chips...
$Li Auto(LI)$ My estimated sales number for $LI in May is 55,000 all time high in a single month. This is based on a positive response for L6. Also, The company had more than 39,900 orders for its entire lineup of models in April as officially confirmed by Li.