To The Moon

Bought $MARA 20250117 30.0 CALL$ $Marathon Digital Holdings Inc(MARA)$ leap calls yesterday. Planning to accumulate more if it continues to dip.

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$Dell Technologies Inc.(DELL)$’s recent stock surge is music to my ears, and not just for Dell investors. The news, driven by Dell's dominance in the booming AI server market, has significant bullish implications for $NVIDIA Corp(NVDA)$ as well. Here's why I'm excited about both companies. Dell's accelerating momentum in winning AI server deals is a major positive. Morgan Stanley analyst Erik Woodring's prediction of $10 billion in AI server revenue for Dell by next February paints a rosy picture. This not only validates Dell's strategic focus on AI but also highlights the insatiable demand for these specialized machines. Here's where Nvidia comes in. Most AI servers are built around Nvidia's powerful c

While some may have scoffed at $Netflix(NFLX)$ ’s decision to embrace advertising, the recent surge in ad-supported tier subscribers paints a much rosier picture for the streaming giant. Here's why I'm bullish on NFLX's future and believe their calculated gamble on ads is a winning strategy. Netflix's ad-supported tier, launched in November 2022, has exploded in popularity, reaching a staggering 40 million global monthly active users. This nearly doubles the number reported just a few months ago and signifies a strong appetite for a cheaper alternative among viewers. This rapid growth is not only impressive but strategically significant. It expands Netflix's reach to a whole new segment of the market, viewers who might have been priced out of the

The recent announcement of Amazon Web Services (AWS) CEO Adam Selipsky stepping down sent ripples through the tech world. As someone with a long view on $Amazon.com(AMZN)$, this news doesn't trigger a sell signal for me. Here's why I believe AWS remains a dominant force in the cloud computing industry, and why I'm bullish on AMZN's future. Selipsky's departure doesn't diminish the incredible success story that is AWS. Under his leadership, AWS solidified its position as the undisputed leader in cloud computing. They boast a massive and loyal customer base, including industry giants and nimble startups alike. This success is built upon a foundation of constant innovation in cloud service offerings. From on-demand computing to data storage and mach

Will the Feds increase interest rates? Jerome Powell: Impossib...

$Intel(INTC)$ recently made headlines for its potential $11 billion deal with Apollo for a new chip factory in Ireland. While this might seem like positive news on the surface, I'm taking a cautious approach to INTC. Intel recently forecasted lower-than-expected revenue and profits for the second quarter. This comes amidst a weak demand for their core data center and personal computing chips. While the chipmaking industry is experiencing a boom, Intel seems to be missing out, particularly in the high-growth AI sector. This combination of declining core business performance and a hefty $11 billion expenditure for a new factory raises concerns about their financial health. With a growing debt burden, it remains to be seen if this investment will pa

While headlines highlighting $Tesla Motors(TSLA)$  ’s declining market share in China might be cause for concern for some investors, I see this as a temporary blip on the radar for a company with a long runway for growth. It's important to acknowledge the dominance of $BYD Co., Ltd.(BYDDY)$ in the Chinese NEV market. $BYD COMPANY(01211)$ is a strong competitor, particularly in the PHEV segment, which Tesla doesn't currently cater to. This factor likely plays a significant role in Tesla's declining market share within China. However, this doesn't translate to a universal weakness for Tesla. They continue to be a global leader

The news of $Apple(AAPL)$   potentially partnering with OpenAI to bring ChatGPT-like features to iPhones is interesting, but it shouldn't necessarily trigger a mass exodus from $Alphabet(GOOG)$   stock. Here's why I'm holding onto my GOOG shares, and why a potential price dip might even be a buying opportunity. According to reports, Apple is close to finalizing a deal with OpenAI to leverage their ChatGPT technology for upcoming iPhone features. This suggests a potential Achilles heel in Apple's AI development. While Apple boasts a talented team of AI researchers, their in-house solutions might not be fully matured for integrati

$Solventum(SOLV)$, the healthcare spin-off from $3M(MMM)$, recently released its first-quarter earnings report. While the headline numbers weren't disastrous, they did little to inspire confidence, leading me to seriously consider divesting my shares. Solventum reported flat to slightly positive sales growth, which is underwhelming considering their addressable market is estimated to be growing at 6% annually. This suggests they are failing to capture their fair share of the market. Despite this lackluster performance, Solventum boasts ambitious growth plans, including improving market share, evolving their sales model, and launching new products. However, the details surrounding these plans are scarce, m

$Warner Bros. Discovery(WBD)$’s first-quarter results presented a complex picture for investors. The company fell short of analyst expectations on both revenue and earnings per share, casting a shadow over the report. However, beneath the surface, there were developments that warrant a closer look. WBD's commitment to financial discipline is a positive takeaway. Their cash position improved significantly, with free cash flow exceeding expectations. This newfound financial breathing room is crucial, especially considering the debt burden they inherited from the merger. The company's debt repayment plan and their continued focus on reducing their liabilities are commendable efforts that should position them for a more stable future. On the streaming

$Shopify(SHOP)$’s latest earnings report offered a mixed bag, leaving investors scratching their heads. While the company exceeded analyst expectations on both EPS and revenue, their outlook for Q2 sent the stock price tumbling. Here's my take on the situation and why I see a potential swing trade opportunity. Let's not forget the positive aspects. Shopify surpassed analyst estimates for both earnings per share and revenue, a clear sign of continued growth. Additionally, Gross Merchandise Volume (GMV), a key indicator of platform activity, grew by a healthy 23%. This suggests that businesses using Shopify are actively selling and generating revenue. These are solid foundations for a healthy company. The weak guidance for Q2 is certainly a cause