$Amazon.com(AMZN)$I like Amazon for the long term. With that said, I did collar my position today, and a few of my other largest holdings. I think we're ready for a pause but I have no interest in selling, and you can get really good skew right now for almost nothing. I think the Prime price increase is underestimated, that's $3 per month from millions of subscribers that just falls straight to the bottom line. Long but not adding right here.
$Amazon.com(AMZN)$SEP 20, 180 C at and above ask from 21.60 to 21.75 in blocks and sweeps, 6 transactions in less than 5 minutes 5160 + contracts for opening premium of +/- $11.2M. This is a big institution, or buyer, trying to pe sneaky with equity from 186.79 to 187.02. Heads Up!
$NIO Inc.(NIO)$As far as I remember myself, I haven't seen in any other decent stock with so many bashers, negative articles one after the other, haters, racists, lies, nonsense. I haven't experienced this much hatred towards a decent company like this in my life. If it would be Nicola - I would understand, where they towed the semi truck to the top of the hill and they rolled it down while filming it....
$SoFi Technologies Inc.(SOFI)$I'm confident in Noto's ability to get this plane off the ground but will continue to closely watch the GAAP numbers. EBITDA is, of course, easily translated to "b.s. earnings." He knocked it out of the park this week with Cramer on convertibles and so forth. Long SOFI.
$NVIDIA Corp(NVDA)$Still a buy in my opinion. Granted that there is a splurge in buying chips at the moment, but NVDA has built an ecosystem that include hardware/software and multiple applications. My Bull case for 2028 is for a price between 2500 and 3000, with a chance to go beyond that. 'Bear' case would be 1800-2200.
$Amazon.com(AMZN)$the yearly chart for this is terrifying right now….. 15 years straight with an average of 50% gains means this thing could absolutely plummet at any moment like it did in 2022 with still no clear explanation for why that happened.
$Micron Technology(MU)$ I guess the CEO is the only one allowed to make money on this rally. This is definitely my play of the year. Looking forward to some future plays on this bad boy. Don’t sweat the red days. I consider them sales. Blood is the water. Money for Bulls and Bears. Everyone eats at this picnic. It’s a contradiction gotta love it. Good luck all. Year of the “8”.
$Reddit(RDDT)$Its so funny to listen to the Media and others who should know better call this stock a "Meme" stock. Meme stocks were targeted stocks on WSB with a lot of float that were kinda failing entities for whatever reason like Gamestop (retail software) and AMC (Movie Theaters). They were cleverly manipulated stocks vulnerable to being shorted. Thats it. Just goes to show financial news and analysis is absolute National Enquirer levels of stupid these days.
$Amazon.com(AMZN)$Wow. Amazon rocks. And the breaking news is ...Trump just sued the co-founders of the Trump Social Media company, his loyal Maga friends, because he wants to get all their stocks for himself. What a grifter.To think that some traders here were hawking the Trump social media stock, and now we know the Orange grifter is now in a lawsuit battle with the other founders of the company. This stock will tank tomorrow.
$ARM Holdings Ltd(ARM)$Please remember this, addition to our own technology platforms where AI development is already happening, Arm is working with leading technology companies, including AMD, Intel, Meta, Microsoft, NVIDIA, and Qualcomm Technologies, Inc. on a range of initiatives focused on enabling advanced AI capabilities for more responsive and more secure user experiences. These partnerships will create the foundational frameworks, technologies, and specifications required for the 15 million and counting Arm developers to deliver next-generation AI experiences across every corner of computing. ARM has done it again just like before! They will cover the whole world like they did with their 99 % share of the mobile m