$GameStop(GME)$ This whole thing is quite amusing. The people who are enthused are the people who are losing money.Market Makers and arbitrageurs will make money off of the large bid/ask spreads and rapid price movementsGamestop executives and the company itself will make money due to being able to raise capital at elevated market pricesEven Roaring Kitty will make money as he bought BEFORE the retail degenerates. Given that we know that they (the retail buyers) will be the last out, Kitty will be using them as exit liquidity.
$Alibaba(BABA)$$Amazon.com(AMZN)$U.S. market bubble: AAPL added 2 x BABA market cap in 2 days on some buzzword announcement. AMZN worth 11 x BABA despite paying no dividend, having no significant buyback and an ever increasing number of shares outstanding.BABA is doing massive buybacks that reduce the number of shares outstanding, paying big dividends, has 50% of its market cap in cash and Ant holdings. I think long term BABA will outperform but it will take moving the shares out of the hands of US investors and into the hands of mainland investors. The primary listing status expected in August is a step in that direction.
$Advanced Micro Devices(AMD)$No spiritual rituals will work this time. Over the past few months there has been a massive increase in investment as well as advancements in NVDA. Instead of the companies cooperating with each other they are acting against each other. Consumer interest is losing massive amounts by the day for AMD due to the higher interest and risk to reward ratio in NVDA.
$Alphabet(GOOG)$Why Google is one of the big winners from Apple's WWDC: Monday's keynote address at Apple's developers conference emphasized to Morgan Stanley the durability of Google search. "For now, we see the new Siri and Apple Intelligence products as a native [Apple] assistant with still limited capabilities,". Meanwhile, generative-AI offerings for Android devices "seem superior to those on iOS," in Nowak's view.
$TENCENT(00700)$Another exciting development is the approaching commercialization of native AI games. As AI technology matures, the potential for creating AI-driven games with innovative gameplay and experiences becomes more feasible. These AI-integrated games are expected to open up new monetization avenues for Tencent. The fusion of AI and gaming could lead to unique gaming experiences that attract a broad audience, thus expanding Tencent’s market reach and revenue potential. China, Chinese stocks, Hong Kong HSI, are starting an epic years long rally. This is just the beginning. Tencent had solid results.
$Dell Technologies Inc.(DELL)$A true sales and marketing machine juggernaut that will overwhelm and crush competition through operational superiority. They are very tough to compete against in a whole hell-load of service and product lines with scores of channel and disti partners lapping up the coolaid right along with them.
$Occidental(OXY)$This stock is doing exactly what you should want it to do--its going nowhere. The amateurs are bitching and moaning about the current situation, but now is the time that you should be buying with both hands. (You can bitch, too, just to throw the short-sighted whiners off the scent...) But rest assured, this company is on a steep upward business trajectory, and it's stock price will eventually reflect that fact.
$Advanced Micro Devices(AMD)$we will need to see good results in ER. The market isnt buying potential like he did before NVDA popped, because he can buy the realized potential over there... I'm holding mainly AMD, and will keep holding, but we must start seeing something real in the results. GLTAL
$Big Tree Cloud Holdings Ltd(DSY)$ No halts so far, because this has lots of FTDs (from MMs) and shorts trapped when the company did the merger all of a sudden while everyone was thinking it will merge in August. They did it 2 months early, trapping a lot of shorts and naked shorts - now both short report and naked short report will go out on 15th, the settlement date of that is 13th - and hence the intense climb as some shorts and naked shorts (MMs) are closing while trapping other retail shortsThis may have a huge run in my opinion - watch level 2 and you will understand / learn.Tell me the highest percentage and highest price for this strike, anybody, and I know it!
$C3.ai, Inc.(AI)$30% probability for a c3 ai and fractal analytics merger announcement on June 12.Things can change. Tom S. said the only constraint they have for scaling their 50'000 gen AI inquiries is service capacity. A merger with fractal would add 4'500 servicing employees to C3 AIs work force.C3 AI is fractals partner in which they're most involvedFractal was a gold sponsor for c3 transformFractal and C3 AI had a joint hiring eventAnd I can go on...However, I think only 30% probability.