To The Moon

Another round of who does America hate less. Whilst I'm not a big fan of the elephant candidate, the donkey candidate doesn't impress much. If the elephant can bring the current global conflicts to a halt, perhaps we can live with his pointless tirades for the time being. 

$Palantir Technologies Inc.(PLTR)$  took profit on half my holdings. Will reenter on a pullback. Whether my prediction comes through or not, taking profit never wrong. 

$Tesla Motors(TSLA)$  the robotaxi event was a bust. The tech is intriguing but the focus seems to be on its path to market and profitability. Netflix moved from renting DVDs to streaming and killed Blockbuster. This is Tesla's Netflix moment. If it cannot transcend car manufacturing to become a software giant. Am not interested in deliveries. Will stay Bearish until better data comes about Tesla's next move. 

When Hindenberg reports on a company, just walk away. It's not worth it. They haven't been far wrong in most of their reports. There's plenty of fish in the sea, why take the risk on a potentially rotten one

$Alibaba(BABA)$  indifferent. Baba might have all the technicals that make it a good deal but it's like having a great party no one wants to go to. It's hard to predict what geopolitical excreta will happen and affect it's prices. Am unimpressed with this stock at this point. China is in the doldrums at this point. Maybe there's some meat in the long term but the underlying situation in it's home base doesn't say otherwise at the moment. No rush to go in. 

When a company fakes their revenue recognition, you have no idea whether they were actually profitable or was all the numbers fudged. This is similar to Larkin when Hindenberg wrote about them. Was a fan, operative word is WAS.

$NVIDIA Corp(NVDA)$  its currently at 129. How low a bar is 140? I prefer $SUPER MICRO COMPUTER INC(SMCI)$ for upside potential though

$NVIDIA Corp(NVDA)$  it will rally towards earnings. Post earnings will be more of a gamble but if you're long hold, it should be fine. 

Give his track record at Chipotle, am bullish. Just not 20% overnight bullish for now. 

$Microsoft(MSFT)$  better to bet on the all rounder than the one trick fruit.