To The Moon

$Advanced Micro Devices(AMD)$ As long as we’re being honest a very large portion of AMD’s “accelerator” revenue is coming from el captain. That means their AI sales conversion is about on par with Intel’s Gaudi who was supply constrained until now. Intel likely to hit $1 billion in AI sales while AMD may hit $2.5 billion ex el captain. However, if you read between the lines you know the slow sales are due to the chips being “unstable” and the lack of software. There is no AI story here…let’s move along.

$NIO Inc.(NIO)$ Shorts are probably going to cover through tomorrow at these low prices. Sentiment has changed, and it seems like the stock is catching fire and becoming safe to buy again. This will double to $10 in a few days or less. Once Wallstreet piles in around $10, a swift move to $25 will happen. Institutions can pile on after $6

$Apple(AAPL)$ I'm amazed that AAPL has been confined to a narrow trading range between 169 to 170 since the 1st week of March, regardless of good or bad news and economic data. IMO, this range will change tomorrow 4:30PM. There is a 50% chance the price would gap up and 50% chance it would gap down. Place your bet and let it ride.

$Taiwan Semiconductor Manufacturing(TSM)$ TSM needs an operational North American Fab. I don't know, if China invaded Taiwan. The easiest thing for NATO would just be to destroy the Taiwanese Fab if invaded by China. It's not very likely. But a possible reality. I would own TSM. But Geo Political Tensions make it difficult for long-term portfolio ownership like that. That's a hard 10 on the risk scale.

$ARM Holdings Ltd(ARM)$ did not fill the earnings gap, but instead bounced hard off this multi-month uptrend. Gotta be honest, looking at this now, this stock remains bullish as long as it holds that uptrend. I got too emotional here with that swing from last Friday. At the end of the day, you live and learn. Earnings here is around 2 weeks, I’m probably done trading this for the time being.Pump It Bitcoin GIF

$Alibaba(BABA)$ Can’t get excited unless this breaks $70. Not enough pump in the market for that to be broken. Still, just to show you I’m not a poor sport, congrats to you “longs” and traders. Enjoy it while it lasts cause it’s not going to last long!Happy Bayern GIF by Bayerischer Rundfunk

$Advanced Micro Devices(AMD)$ This is why AMD is green ah, MSFT confirms buying AMD AI chips in the earnings report:"We offer the most diversified selection of AI accelerators, including the latest from NVIDIA,AMD, as well as our own first-party silicon. All-up, the number of Azure AI customers continues to grow-and average spend continues to increase. We expect capital expenditures to increase materially on a sequential basis driven by cloud and AI infrastructure investments."This is huge! Bodes very bullish for AMD. The best is yet to come!

$Apple(AAPL)$ Despite getting bad press everyday, AAPL has been trading mostly between 169 and 170 since the 1st week of March. IMO, this is a equilibrium until further information from Apple Inc. Analyst comments are just opinions based on past information. They know zilch about Apple's product pipeline.

$Intel(INTC)$ Saying Intel is behind by one or even two manufacturing nodes nowadays doesn’t mean what it did in the past. Today Intel is willing and able to use TSM manufacturing when it makes sense to do so. That means AMD has no process advantage and must compete head to head with Intel products. Intel’s manufacturing issues and delays caused Sapphire Rapids to be delayed by several years. Instead of blowing away AMD’s Milan they ended up competing with Genoa. That is what gave AMD its data center success, and that will not happen again. Most of TSMC’s revenue comes from its mature process. IFS can be a success regardless of being ahead or behind TSMC’s bleeding edge. If companies are willing to pay a higher wafer cos

$AMC Entertainment(AMC)$ During Q3, 2023 box office revenues were $2.7 Billion. AMC was cash flow positive for that period of time, setting a best ever Q3 profit for the company. This happened despite the fact that attendance was down 16% from pre pandemic 2019. This was accomplished largely because of profits generated from F and B. Management is doing their best, shaking every tree and turning every rock in the quest for more income but they are limited by things beyond their control. Film makers have to get back to doing what they use to do, produce more and better movies as they've done in the past. The bet here is whether they will do that and how will the distribution be handled. Streamers and movie goers are differ