To The Moon

In light of the recent rally, several analysts have recommended taking profits. However, I maintain that we are still a considerable distance from it. 

$Lumen Technologies(LUMN)$  Gonna hold it till 2x 🚀🚀🚀

$NVIDIA Corp(NVDA)$  ~DIPS AS PREDICTED~ As per my previous post, NVDA was close to its fair value of 150 and has pulled back! Now lets wait for it to get close to 130, and then buy the dip!!

Replying to @SullivanRrr:See the direction of travel!! 🚀//@SullivanRrr:u sure?

$Alphabet(GOOG)$  Price target $260! After the recent price drop, GOOG is a buy!  Despite antitrust concerns and potential regulatory actions, Alphabet’s position remains strong, with substantial cash reserves and the potential for growth in cloud, YouTube, and Waymo. Lets not forget search is still huge! Alphabet’s stock appears undervalued, with analysts suggesting a potential upside based on the individual business valuations. For instance, its parts could rise to $260, implying a 40-55% increase.

$NVIDIA Corp(NVDA)$  Based on the cash flow analysis NVDA's fair value is around $150. I do not see much upside unless they come up with a new product (nothing noteworthy  in the pipeline yet). I would expect them to go down the acquisition path in order to fuel that growth, but that will impact the free cash on hand, hampering the investment in research. In my view Nvidia has hit its ceiling for now. Hold.

$NVIDIA Corp(NVDA)$   ~~ Blackwell chips running hot ~~ Nvidia’s next-generation Blackwell data center processors overheat in high-capacity server racks, forcing rack redesigns. Nvidia’s Blackwell GPUs overheat in ultra-dense servers with 72 processors, each drawing over 1000 W of power in a small space. This has led to design changes, delays in shipping. But that wont stops, Google, Meta, Microsoft and xAI from continuing to expand their footprint. #Good time to buy!

$SUPER MICRO COMPUTER INC(SMCI)$ Despite the recent challenges, the intrinsic value of the share is estimated to be approximately $51, representing a substantial 2x upside potential for the stock. This valuation is contingent upon the assumption that the reported figures are generally reliable. However, a more conservative discount has been applied to the FCF calculations in light of the recent negative news. Time to go long!