To The Moon

$NVIDIA Corp(NVDA)$ If you are holding Nvda as an investment , long term thesis looks robust. If you are trading, that is a different game. Long term / no stock goes up in one straight line. Spending is high. Googl reported that ai is yielding great results. Nvda is expanding its produucts to virtually every business. Risk factors long term are geopolitical,, supply issues , research and dev, competiton and economy. Ai seems to be less effected by overall economy for near future. They also seem to have a decent moat.Geopolitical is a threat and hard to quantify or handicap. Supply chain is decent but needs to be diversified. Overall, Nvda is still an exciting opportunity / we have owned for many years with no plans on se

$SUPER MICRO COMPUTER INC(SMCI)$ All we want from the company , to build n sell , all we want is the revenue growth. That’s all. All other issues can be fixed. Smci is the heart of AI ecosystem. No one can stop the AI progress , that’s the future of human kind. Don’t fight AI, get on board.

$SUPER MICRO COMPUTER INC(SMCI)$ Smart moneys are accumulating quietly and waiting for the right time to squeeze 100 Mil shorted shares. The only reason that the short can not buy back now is because of %20 loss. They are hoping the price goes down so they can cover but after earning , the sky is the limit.

$Microsoft(MSFT)$ Large corporation like MSFT worry about their reputation more than making little chump changes in few billions. That is why their management didn't want to be in it because bitcoin is still like pyramid scheme paying with fresh money. I don't think major shareholder of MSFT will also like the idea mixing them even if they have bitcoins because it can ruin reputation of dividend paying MSFT stocks separate from high risk assets like bitcoin.

$Micron Technology(MU)$ The lows appear to be in a linear graph upon which the peaks are getting higher. Seems like their is a growing base and then every few days a sudden flurry of expectation, then return to a slightly higher base as you point out. If this continues then at the current rate we are about $8 / month. By next earnings we will be at about $122 by linear extrapolation. The only thing keeping this stock back is really the expectation of a cyclical supply-demand yo-yo, but the change from small memory footprint compute to large data and large model compute not only changes the dynamics to mitigate this cycle but the mix has changed too. In particular all processors will end up with some on-substrate HMB so tha

$NVIDIA Corp(NVDA)$ People overthink NVDA. Its product line is sold out for at least a year, so no ambiguity. Trying to time it for trades to accumulate shares, lock in profits, or short it to make scraps during consolidation isn’t worth the risk when you have as close to a sure thing as you will ever see. Assuming no game changing news comes out, just buy and hold for at least a year and enjoy the ride. It will make at least 25% from here within a year with less stress and less risk of timing the trade wrong.

$Microsoft(MSFT)$ MSFT way undervalued at these levels, amazing how low it was pushed down. Investors should stay in it for healthy price appreciation by coming reporting date Oct 30. This the best in breed. I am in for longer term.

$Apple(AAPL)$ According to Counterpoint in China, provided by Bloomberg, iPhone 16 sales are up 25% there. This is a more authoritative report than the fake ones trying to suppress positive news. This will be the catalyst to propel AAPL through the next levels. Apple is reaping the strongest impact from the stimulus in China.

$SPDR S&P 500 ETF Trust(SPY)$ bearish development. SPY is forming a rounded top with lower lows and highs. Closed right at the 5 sma. Market looks tired and ready for a trap door swoosh. After a nearly 2 week wait I may finally take a put position tomorrow.

$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ nvda will certainly do well, but by law of big numbers amd has much more room to multiply. nvda will also hope and need AMD to survive or it'll be a monopoly and gov doesn't like monopolies. AMDs open system should do well and play well with others in the long run.