To The Moon

It's like a bloodbath...sheeps led to the slaughter house. Anything not above expectations or amiss and...cut! Today Roblox, airbnb, Duolingo joined the club.  On the other hand it's an opportunity to buy the dip amongst all the profit taking and panic selling 

$Palantir Technologies Inc.(PLTR)$  Long term bullish and overall solid company but need to face reality. Palantir amongst others has run high but along with that expectation run high likewise.  Looking at earnings and growth government sector is still declining and for commercial although growing by 30% the previous qtr growth of 70% set the bar too high.  For me this is expected after many boot camps there is going to be an initial rush with new customers on boarding but this will level after some time. Given current sentiment palantir joins several others who's Stock have run high and only flawless earnings would have guaranteed no partial sell off (aka smci, amd, sofi,...) especially given high valuati

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$SoFi Technologies Inc.(SOFI)$ I have Sofi as part of my portfolio and what a bumpy ride it has been so far...earnings in jan jump but shorted and not able to hold, tank after convertible note offering, slowly climbing up again only to be dumped massively after last earnings.  Overall earnings were not bad but sofi needs a catalyst. Since management do their own cautious approach to lending that leaves only the fintech portion and they need a win by larger banks stepping on board. If that happens it will be one such catalyst. Until then I believe it will hover where it is now. 

I think TSMC should do well and added some shares during the recent days market pull back.  With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China. I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard. 

$Tesla Motors(TSLA)$  I shared before in another thread on the impact of the robotaxi tweet.  In general I don't have confidence but I withhold further judgement waiting for the upcoming earnings call.  I want to see what is their plan for FSD licensing, clarify on model2 wether its a go or no-go, more concrete information on robotaxis and hopefully some plan on improving battery tech which is a key component of EVs.  I am working in the semiconductor industry building the key components for EV and orders are being reduced  whereas chinese EV manufacturers are ramping up.  I am disappointed in using tweets to create hype, it's unprofessional and does not add to my confidence. In order to turn

I am not sure the reason to invest in this stock except maybe to ride the hype when it shoot up. I made mistakes in the past where I invested in a stock because it was sky rocketing but once reality took hold it dropped. Now I only invest in companies which are on solid ground and although there are ups and downs I feel more at ease. There is no reason to put money into this stock. No plan and very bad financial cannot be offset by being a presidential candidate.

I don't think Nvidia will drop below 800, yesterday dip was partially Caused by hotter than expected cpi data and almost every stock dipped but it recovered partially during trading hours.  Intel in my view is in a similar situation compared to amd being late and trying to break into the market. Both will have their place but it will be important if they compete mainly on performance or cost.  Both will undercut pricing as much as they can to gain market share with likely faster availability due to shorter order backlog and can be attractive for smaller companies in comparison to hyperscalers Nvidia will still be the performance leader plus their strong software support will always sway buyers to go with them. For hyperscalers building large AI data centers the cost of high

In the report I dont see Sofi listed amongst the student loan financing companies Highlighted. If it is really not involved and did due diligence it should be made clear in this article else it will give a very wrong impression. 

$Tesla Motors(TSLA)$  One tweet and the stock went up several percent. No I don't think it will help Tesla stock in the mid term and instead it is hype to keep it from sinking further.  Yes once actually rolled out it will significantly support the stock but it will be a long process to get there, besides completing FSD , building the car there are also regulations to meet and approvals to get.  Elon Musk needs to stop tweeting (either to create hype or at least to not damage the company image) and instead share a clear plan on the roll-out, FSD progress and lisencing and clarify on Model 2 release.  The competition is getting stronger and stronger, one item which I think is important are recent news