$SUPER MICRO COMPUTER INC(SMCI)$ these are 11 key patents that give SMCI the edge. Buffet Sold HP recently, one of the reasons is these patents.Ok let me summarize it, but always do your due diligence.one of these refers to the arrangement of processors within the rack and box. This arrangement is mathematical and optimizes data transfer to achieve fastest multiprocessing. Very important patent, and the remain 10 are centered around the same, and also included liquid cooling. and SMCI server not only is much much faster, but also save 60% in energy costs.Buy Now Cryptocurrency GIF by Digital Pratik
$Amazon.com(AMZN)$$Meta Platforms, Inc.(META)$ Good (relatively) entry point for AMZN traders would be around 187.5. In general starting to get tired of all US-associated drama especially Mag 7s. Today another lawsuit against META brought stock down though rebounding. Allocated additional 10% of portfolio to FXI Chinese ETF. Rock solid. 5% ROI from this morning....
$Palantir Technologies Inc.(PLTR)$ poor management had been a negative for this corporation since its inception but that seems to have changed because of increased private clients greater revenue and cash reserve and six consecutive quarters of profit.Invest Stock Market GIF
$Intel(INTC)$ It takes a while for activist investors to assemble the talent to gain the confidence of investors; my assessment is that this is happening nowIntel checks all the boxes for an activist investor strategy, and the sum of the parts value is just too compelling for it not to be on the radar of some of the big names; private equity is already doing the dance on Intel's fab JVsAll they (activist investors) need to do as step one is to compel a rationalization of the fab investments and adjust course to a more calibrated expansion, and the share price will already jump to $40There is certainly risk but the potential returns at $31 outweigh that risk in my opinionHold The Line Amc GIF
$Intel(INTC)$ I think Intel is oversold; some of the short investors could be seeing the news around the Apollo financing as partial validation of Intel's IFS business caseThere is quite a lot of due diligence that Apollo will do in entering into a deal like this (they likely received all kinds of otherwise confidential information in order to go through this evaluation); and the credit rating agencies are also typically involved intimately because the Apollo SPV will likely issue debt into the market down the road to partially fund this investment, and Apollo will try to secure some comfort around the prospective credit ratings of that debtSo you have a few sophisticated self interested third parties 'kicking the tires'
$SUPER MICRO COMPUTER INC(SMCI)$ I remember having the same sentiments most are having now about SMCI dropping and languishing that I had with Nvidia when around 6 to 8 months ago it dropped by 40% .... remember that? Then it proceeded to more than double .....and I was kicking myself for not buying more. Hope SMCI does the same and comes back to life.
$Reddit(RDDT)$ Considering that GME and AMC just came back big and Reddit is the reason...that will only bring more attention to Reddit and more buyers. Reddit isn't going anywhere. It'll hit $100 by the end of the year.Going Up High School GIF by Pudgy Penguins
$Shopify(SHOP)$ Fed Chairman and officials have no clue about where the inflation is heading to and they are making the investors worried. I think they are making the same mistake when they said the inflation is transitory back in 2021. The inflation is coming down sharply and they will have to cut the rates starting in July. PPI & CPI data will surprise them and will rip the market higher. SHOP will be the best among some others winners when the market will go next leg higher.
$SUPER MICRO COMPUTER INC(SMCI)$ Smci has just provided strong guidance for the year, and now TSM has confirmed strong growth for April confirming strong demand in AI build out. Google CEO has just stated a couple of days ago AI build out is still in the early stage. Together, can you find that many companies in as good a position to grow in the short and mid term at least? With strong growth and tons of profit made, with the proven leadership of this company, we can anticipate the company to grow in the long term. Investors will be rewarded.
$Apple(AAPL)$There is something bearish investors do not understand. For those investors who have stayed long with APPL for a few years, they have been sitting on profits that have been compounding 20% to 30% a year. They have seen pull backs and new highs and shorts come and go. After a 4-month consolidation, the investor base is now healthier and stronger. In the summer months, AAPL have had good runs in 15 of the last 17 years. IMO, APPL has limited downside and plenty of upside ahead.