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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The semiconductor industry is facing a significant headwind today, with major players like $STMicroelectronics NV(STM)$ tumbling over 10%. This sharp decline is a direct result of growing geopolitical tensions and the potential for stricter trade rules limiting China's access to advanced chip technology. China is a behemoth in the semiconductor market, accounting for a staggering 49% of $ASML Holding NV(ASML)$'s revenue. ASML, a crucial player in chip manufacturing equipment, is caught in the crossfire of this geopolitical standoff. The potential restrictions on chip exports to China could have far-reaching consequences for the entire semiconductor industry. This news comes at a particularly challenging

$Tesla Motors(TSLA)$ recently reported its second-quarter earnings, revealing a mix of results that left investors with a lot to digest. Despite a 2% rise in revenue compared to the previous year, the earnings per share (EPS) fell short of expectations at 52 cents versus the anticipated 62 cents per share. Additionally, automotive sales dropped for the second consecutive period, declining by 7%. The reported revenue of $25.50 billion did surpass the $24.77 billion expected by analysts, but this was overshadowed by the lower-than-expected earnings. This marks the fourth consecutive quarter that Tesla has missed EPS expectations, highlighting some challenges in maintaining its rapid growth and profitability in the highly competitive automotive mark

The crypto market is buzzing with anticipation as two major events loom large: the launch of the Ether ETF and the Bitcoin 2024 conference. Let's break down the potential implications and my investment stance. The impending launch of the Ether ETF is a significant development. It's likely to bring increased institutional interest and potentially drive up the price of Ethereum (ETH). While we've seen some price action in anticipation, the real test will be the ETF's performance post-launch. The Bitcoin 2024 conference is shaping up to be a major event, with the potential to reignite investor interest in the entire crypto market. The confirmed attendance of Donald Trump and the rumored appearance of Elon Musk have generated significant buzz. I believe we're in the midst of a budding bull m

$Alphabet(GOOG)$’s plan of $23 billion acquisition of cybersecurity startup Wiz falling apart is a surprising development. Let's analyze the implications of this failed deal and its potential impact on the stock price. Google's interest in Wiz reflected the growing importance of cybersecurity within the tech industry. The acquisition would have bolstered Google's cloud business and strengthened its position in the cybersecurity market. However, the decision to walk away suggests either a reassessment of the deal's value or a shift in strategic priorities. GOOG Daily Chart Looking at the GOOG chart, we see the price recently broke down from a previous trendline and is now retesting it. This indicates a potential period of consolidation. If the pri

As an investor with a cautious eye on the airline industry $U.S. Global Jets ETF(JETS)$, the recent tech outage that crippled global operations is a major concern. Here's why this reinforces my bearish view on airline stocks in the short to mid-term. A seemingly minor software update from $CrowdStrike Holdings, Inc.(CRWD)$ triggered a domino effect, impacting 8.5 million Microsoft devices, a significant number within critical service providers. This resulted in major flight cancellations at airlines like $Delta Air Lines(DAL)$, causing chaos for passengers. DAL Daily Chart Looks to be Retesting 42.50 Support line Delta, in particular, seems to be struggling to re

As a trader who closely monitors $Boeing(BA)$, I'm increasingly concerned about the recent developments with their largest union. Here's why this could be a major headwind for the company. Boeing's union, representing over 32,000 machinists in the Seattle area, overwhelmingly voted to authorize a strike if contract negotiations fail. Their demands are significant: a 40% pay raise and reinstatement of the company pension program eliminated in 2014. While compensation is a key issue, the union also wants guarantees that Boeing's next new airplane will be built in Washington state. This highlights job security concerns among workers, which could further strain the relationship with management. BA Daily Chart From a technical analysis standpoint, the s

The tech world woke up to a nightmare today as a $CrowdStrike Holdings, Inc.(CRWD)$ code update wreaked havoc on $Microsoft(MSFT)$ Windows machines globally. Image An update for CrowdStrike's Falcon Sensor, a security product designed to protect systems, appears to be causing widespread crashes. Users are reporting Blue Screen of Death (BSOD) errors, rendering their Windows machines unusable. This is a major concern, especially considering CrowdStrike's role in cybersecurity. While the root cause seems to be with CrowdStrike, Microsoft is also feeling the pinch. Many reports indicate disruptions to critical services like banking, airlines, and even emergency hotlines like 911. T

$Taiwan Semiconductor Manufacturing(TSM)$, the world's leading chipmaker, delivered a solid second quarter, exceeding expectations on both revenue and profit. This is great news for me. Here's why I'm staying bullish. The key driver for TSMC's success is the explosive demand for advanced chips used in Artificial Intelligence (AI) applications. This demand is reflected in their 40% year-over-year revenue growth and their industry-leading 3-nanometer and 5-nanometer technologies. While the outlook seems bright, there are challenges to consider. The recent news of Donald Trump’s remark on Taiwan's political situation is concerning. However, unlike meme stocks, TSMC's dominance in chip manufacturing is undeniable. They are the only company globally w

$Micron Technology(MU)$ is at a critical juncture, and I'm watching this closely. Before I explain why it is at a critical juncture, I would like to mention about recent news. Analysts are predicting a stellar performance from Micron. The current quarter's earnings estimate suggests a staggering +200.9% increase year-over-year, with a further +703.6% growth projected for the next fiscal year. This optimism likely stems from Micron's focus on Artificial Intelligence (AI) and their position as a leading provider of HBM chips, both sectors with immense growth potential. This earnings report is crucial for understanding Micron's true financial health and market position. If they deliver on these lofty expectations, it could propel the stock price

In the immediate aftermath of such an incident, the market is likely to experience heightened volatility. Uncertainty and shock typically drive investors to safer assets, potentially leading to a sell-off in equities. However, we are seeing $Tesla Motors(TSLA)$ surging 5% in overnight trading. This is quite intriguing. From my perspective, this spike can be attributed to several intertwined factors, most notably Elon Musk's recent endorsement of former President Donald Trump. The market appears to be pricing in a potential Trump victory in the upcoming elections, which could have significant implications for Tesla and the broader market. The relationship between Trump and Elon Musk is seen by many investors as potentia