To The Moon

$Alphabet(GOOGL)$  more upside once Gemini adoption increases, I would expect investors interest and sentiment to increase.

We have seen news on $Advanced Micro Devices(AMD)$ and $Alphabet(GOOGL)$ over the past few days on the AI battle race. But we need to remember that what would matter to the general public is how innovations would change the way consumers spend, cyberspace users go about in their daily activities. We have hear the news of AMD new chip (MI300) able to perform inference much better for larger LLMs. Alphabet has also launch Gemini which is to help Bard, their chatbot, but how will these translate to number of users in the Cyberspace. Stellar Q3 Earning Result One company I think we should seriously look at is $Meta Platforms, Inc.(META)$ , they are known for Facebook

$Advanced Micro Devices(AMD)$ has launch the Instinct MI300X Data Center GPU targeting AI and ML workloads. AMD has increased their 2027 data center accelerator TAM from around $150bn to around $400bn. AMD officially launched its Instinct MI300X Data Center GPU targeted for AI/ML workloads We are particularly encouraged by META’s plans to use MI300X for inferencing, as we believe META’s plans to use MI300X for inferencing internal workloads will be an important milestone for AMD for sustained volume ramps in the near term. Data Center Accelerator Market Size AMD is already one of the Major Player in the Data Center Accelerator market which has a market size of USD 9.89 billion, it is set to grow at a CAGR from 2023 to 2028 at 14.19%. May 2022 - AM

$Alphabet(GOOGL)$ has risen by after they released the Unveils Gemini AI Model. Market have been positive with Alphabet releasing this new AI model. GOOGL has a more than 5% gain on 07 Dec (Thursday) trading. In this article I would like to assess GOOGL potential for more upside moving forward. Alphabet (GOOGL) Seasonal Volatility by Day of Year Historically, implied volatility for GOOGL tended to rise the most in April with a median IV Of 28.9, while May tended to be when implied volatility declined To its lowest levels With median IV Of 19.9. Historically, the median IV for the current month of December was 21.9 compared to the current IV of 22.0. The IV level in January following December tended to be higher, with a median IV of 28.2 Alphabe

$Advanced Micro Devices(AMD)$ just unveiled a new accelerator chip called MI300 at an event on 06 Dec (Wednesday), AMD CEO has give a projection which is twice to what they have projected in August. There have been talks and discussions about the Chip battle race, all the major chip makers are all coming up with chips that could help to accelerate the A.I. journey, especially now we are into the phase of more sophisticated A.I. models. As we know that building an AI systems that could one day overtake human intelligence, we need to feed a model with lots of data, processing these data require huge amount of processing power, so we are already seeing companies like $Microsoft(MSFT)$ coming up with their own

$Lululemon Athletica(LULU)$ is expected to release earnings on 07 Dec 2023 after market close. Market expects Lululemon to post EPS of $2.28, implying a rise of 14%, while revenue is expected to rise 17.7% to $2.19 billion. Over the last two years, Lululemon has beaten EPS and revenue estimates 88% of the time. There was a craze for Lululemon athleisure clothing during the pandemic. Lululemon also faced issues of closed stores and supply chain issues causing delayed deliveries. One thing to note is that Lululemon managed to quickly recover from these issues by new product launches and a loyal customer base snapping up its yoga pants and shorts. In early August this year, Lululemon had seen a rebound in China sales and strong performance in North

$Docusign(DOCU)$ is expected to release earnings on 07 Dec 2023 after the market closes (AMC)., it rose 3.76% on 06 Dec (Wednesday) ahead of its third-quarter results. DocuSign's competitive position, robust free cash flow generation, and a growing market for E-Signatures could lead to a potential re-acceleration of growth going forward Investors are looking for another quarter of revenue growth as it would point to the ongoing success of DocuSign's turnaround efforts, which have included changes in leadership and job cuts. Demonstration of resilient business spending despite headwinds in the economy would be expected as well. I will be looking at DocuSign top priority of steady rollout of products and features. Introduction of e-signature capabil

$Broadcom(AVGO)$ is expected to release earnings on Dec 07, 2023 after the market closes (AMC). Broadcom's forecast for the current period is disappointing, indicating that demand for electronic components remains sluggish. The outlook shows a slowdown in Broadcom spending, despite the boom in artificial intelligence stimulating demand in some parts of the industry. Broadcom is a manufacturer of key components for Apple's iPhone, but iPhone sales have declined. Although Broadcom dominates the semiconductor market in helping guide communication between large data center computers, expenditures in this area have always been uneven. Artificial intelligence is seen as a highlight. Broadcom CEO told investors last quarter that he expects revenue relat

$Bitfarms Ltd.(BITF)$ have been experiencing selloffs in recent months, but with Bitcoin set to break new highs, this stock appear to be undervalued to me. They have a total hash rate under management of 21.2 EH/s. In their Q3 results, it reported Bitcoin production was up 121% y/y, while adjusted EBITDA surged by 222%. In this article, I will share why it is time to look at investing in this stocks as I foresee Bitfarms could take advantage of the Bitcoin price rise and start to increase their mining capabilities before the next Bitcoin halving. Bitfarms (BITF) Seasonal Volatility by Day of Year Historically, implied volatility for BITF tended to rise the most in January with a median IV Of 135.6, while June tended to be when implied volatility d

$Advanced Micro Devices(AMD)$  AMD could take advantage of the increase in Bitcoin mining as more hardware resources required.