$Taiwan Semiconductor Manufacturing(TSM)$I'm hoping for analysts to revise their targets and projections on the 18th based on upward guidance on sales revenue, net income, profit margins... let the hedge funds play their little games... when earnings and guidance come out.. they're gonna panic...
$Meta Platforms, Inc.(META)$I think it’s hard for any stock to maintain momentum when they’re up over 120% in a year… I think the road ahead is filled with volatility and I would be nervous holding these kinda stocks around earnings at this point. Seems like every stock gets hammered regardless of what their ER/forecast looks like.
$Micron Technology(MU)$High interest rate environment, geopolitical conflicts, political instability in the US, China tensions, AI bubble bursting. There are many reasons to short this stock right now. If you are smart, you will short. Only a fool buys at the top of a rally. Decline is coming. Semiconductors have come up way too much. There will not be buyers at this range. Mark my words, Micron will drop 10% in the next week. This is the best time you will ever get to short this stock. Up over 90% in the past year, this stock is in overbought territory. And with interest rates remaining high, semiconductor stocks are struggling to maintain their upwards trajectory. A dip towards $100 near-term is highly likely at this rat
$XIAOMI-W(01810)$The question is how much is Xiaomi losing on each EV sold? NIO and Xpeng already make great EVs but they are losing big $$$. Xiaomi reduced prices 20% to get those pre-orders. What will be their losses on the EV segment? Sales are meaningless if you lose massively on each unit sold. See Rivian and Lucid, or any of the major Chinese EV makers for example. People bidding up Xiaomi based on preorders alone are dumb.
$Microsoft(MSFT)$When JPMorgan talks people listen Game changer for sure Now I think it's going to run some both pre and after earnings but spread out gradually. Hard time getting out of 20's...once that pattern is broke 30's will fly and 40''s and 50's will be the next plateau....of course blowout earnings could really change that scenario !
$Palantir Technologies Inc.(PLTR)$API Commercial is ramping well along Foundry...It can generate a rapid rise in PLTR stock value from here to the top of $1T market cap quicker in a matter of short years within this decade or 6 years now.But, I had another vison (my sole idea alone) for Palantir for the next 3 years as an investor. I'm proposing PLTR here to buy Blackberry or BB for $1.5B in cash and turn this mobile phone into a giant direct competitor of IOS and Android using Foundry as infrastructure and Edge AIP enhance logic, putting AI directly to the new mobile product. This will bring PLTR another $Trillion. just enjoy family and what will be will be
$SoFi Technologies Inc.(SOFI)$Buy and hold and watch your money move to ZERO. reality kicking in that this is a $7.50 stock for the rest of the year..... or until rate cuts... looking for a bump to $8.00.... Not sure it can get past those shorts at $7.50 so cutting losses and moving on to earnings season it's a 2025 stock.....
$Advanced Micro Devices(AMD)$Let's wait for earnings they better be great, AMD is going from 8 high to 12 high HBM3E stacks in the MI388X. A twelve-high stack of HBM3E is 36GB and provides a maximum bandwidth of 1,280GB/s. Eight of those stacks is a 288GB total. The bandwidth and capacity are all up by 50% compared to 8-stack HBM3, Samsung said.
$Advanced Micro Devices(AMD)$this is old news, the Asian country already started to phase out all US product, Cisco, F5, HPC, DELL, MSFT, INTEL, AMD, NVDA, MU, you name it, this began about 2 years ago, no need to concern. Dr. Su went there this weekend to AI PC summit, fully aware of this, push into consumer, gaming, mobile and other sectors. $200 EOM
$Meta Platforms, Inc.(META)$META gave all their money to NVDA for worthless horde of chips. They have money to burn at META. Billions . What about the european lawsuit against Meta ? Zuck is a dope. Now you know. Last chance ever in life for insiders to sell at over 500. 270 by year end. Move to MU before too late.