To The Moon

I opened 6500.0 share(s) $Archer Aviation Inc.(ACHR)$  ,I opened 6500.0 share(s) $Archer Aviation Inc.(ACHR)$  , Added. 2025 is year of EVTOL. Fed's reduced penciled rate cuts doused the good news that Archer has its manufacturing facility topped out. 2025 will be the year of EVTOL. No doubt. 

I opened 1000.0 share(s) $SUPER MICRO COMPUTER INC(SMCI)$  ,Added more.

$Archer Aviation Inc.(ACHR)$ EVTOLs are really coming (not meant to boost. I experienced big losses too) :)

I opened 500.0 share(s) $Amazon.com(AMZN)$  ,I opened 500.0 share(s) $Amazon.com(AMZN)$ $Amazon.com(AMZN)$  Buying for its dominant cloud position and homegrown Trainium 2 chips. Rather park cash with Amazon while looking for better opportunities to swap.

I closed 1900.0 share(s) $SUPER MICRO COMPUTER INC(SMCI)$  ,Sell speculative trade. >3% gain in 1h. 

I opened 1900.0 share(s) $SUPER MICRO COMPUTER INC(SMCI)$  ,Speculative buy. Issuing shares means their accounts must have passed due diligence. 

$BigBear.ai Holdings(BBAI)$ Still a fraction of the gain in the morning. Hope those who has been hugging Bigbear made some gains :)

$BigBear.ai Holdings(BBAI)$   A fraction of the gains during the first trading hour. Will hold. A few simple (not FA) reasons. 1. Bigbear is at 5x sales. Palantir more than 55x sales. However, Palantir is already profitable. 2. Bigbear's recent $165m US Army contract win shows extraordinary ttechnical capability. 3. Bigbear's president was Trump's former Border and Customs Commissioner and Acting Homeland Security Secretary.  More to write.

SMCI announced that Nasdaq has accepted its compliance plan and extended its filing deadline to 25 February 2025. SMCI added that it should be able to comply with the extended deadline.  SMCI's share rose more than 9% in the morning. I would suggest to take profit on any gains today. The extension given was anticipated and should have been priced into the share price.  Any incremental gain in SMCI's share price should come from  1. Confirmation of non-reinstatement of financial reports (minor gain in share price). 2. Audited reports by BDO do not vary much from unaudited reports (minor gain in share prrice). 3. Future projection of revenue and gross margins (major gain/loss in share price). Ceteris paribus, for SMCI to regain its pre-PWC resignation share

Bigbear AI@$3..40 up $0.54/18.71% Talks of it becoming like a Palantir spurs interest in this stock. At around 5x last quarter's annualized sales, it is cheap compared to Palantir's more than 50x. Archer  Aviation  @$8.26 up $0.61/7.90% Archer Aviation has become a meme stock on Reddit. EVTOL is an emerging new disruptive technology in the Low Altitude Economy. It was one of the most mentioned stock. Certification is around 12-14 months away. Future CAPEX are committed by Stellantis, an auto manufacturer and lead investor. UAE, being one of the earliest adopters could potentially finance any new CAPEX. Joby Aviation @$8.75 up $0.66/8.21% Another EVTOL company. Joby is the front runner, Archer Aviation is second. Joby completed stage 3 certification for its aircraft