$Apple(AAPL)$apple is the greatest CONDUIT ever, the reason google pays about $20B ea yr to be safari's default search for access to apple's 1.5B users. apple's cost for that $20B? nothing. apple has approached AI so wisely, like they do everything. apple's comp is spending multi-billions to build data ctrs. not apple. instead, they're offering their big-spending competitors OPPORTUNITY for their AI to access apple users.apple is too big to grow at anywhere near its previous pace when smaller, but much is in place to keep its earnings/cash production flywheel going. apple deserves a premium valuation somewhere within the neighborhood of its current price. i expect it to continue to become increasingly more valuable OVER
$NVIDIA Corp(NVDA)$Bloomberg: How does Nvidia stay ahead of its competitors?Nvidia has updated its offerings, including software to support the hardware, at a pace that no other firm has yet been able to match. The company has also devised various cluster systems that help its customers buy H100s in bulk and deploy them quickly. Chips like Intel’s Xeon processors are capable of more complex data crunching, but they have fewer cores and are slower at working through the mountains of information typically used to train AI software. The once-dominant provider of data center components has struggled so far to offer accelerators that customers are prepared to choose over Nvidia fare.
$NIO Inc.(NIO)$Definition Analyst = carrier of misleading messages from the institutions to the investors with the aim of bleeding the investors and the profit of the institutions! No analyst saw the bare shorting happening in the stock, but talked about a low profit margin and a lot of competition in electric vehicles, etc. No analyst has predicted NIO's 45% rally even an hour before it started but instead they cut their stock price forecast just hours before it rebounded! But fear not these guys will reliably inform you of what will happen in 12 months! It's for laughs!
$Trump Media & Technology(DJT)$ every public Trump company has gone bankrupt. Every single one. Not one exception. Fact. Trump himself does not lose money. He pulled $44 million for himself out of his casinos. The other shareholders lost every cent. On the current DJT, Donald Trump gave himself 118 million shares and did not put a dime into the company. Trump is up $2 billion. Shareholders from the day it went public are down over 60%.
$Micron Technology(MU)$ I've done well w/ the MU cycles over the last 5-6 years. Missed out on the top with the AI (tulip) craze and only sold a portion of the stock. Just the other week people were suggesting buying in at ~$98. Glad I held off. Although the top of $153 was so short term (tulip craze) I might call the top at ~$140 and wait for a slightly lower dip. In any event, can't do much harm between $70-78 absent a significant event (e.g. NVDA rejects their HBM). They do seem to be producing a fair amount of new types of memory modules so they are not sitting on their laurels (where does that come from? will have to ask one of the AI products)
$NVIDIA Corp(NVDA)$$Palantir Technologies Inc.(PLTR)$ NVDA stock splits since IPO.2 for 1 on June 27, 20002 for 1 on September 17, 20012 for 1 on April 7, 20064 for 1 on July 20, 211o for 1 on June 10, 2024So, if NVDA had never split its stock, the price as of Friday would be about $32,905.60 per share.In the meantime, PLTR is building its history in the stock market, and we are riding on it. I know and believe that everybody realizes now which side they put their money on PLTR.
$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro Computer Inc. is going through a tough phase, mainly called a squeeze on margins and cash flow! That’s just the general ongoing squeeze of the very business they are in due to the sector dynamics in a high interest rate environment, where The Federal Reserve “still” has not cut a single time after raising rates faster than the last 40 years of operating the whole interest rate scam. Secondly, getting caught again…sigh…cheating the books and investors!
$Microsoft(MSFT)$ next Thursday we get our dividends... interest rates coming down soon...and we should finish green today...stay positive it's life and only that.. don't read any posts that attempt to insult you...you own stock in one of the largest most advanced tech entities on earth....if msft is slow everything else is too...Yes precious metals, such as mining stocks are up and the medical sector....but no one is running away with it....
$SUPER MICRO COMPUTER INC(SMCI)$ firstly, i am long term bull, but...You may call me unexperienced but this price action to my untrained eye is a prime example of perfect preparation to break the support @ $400 today or at least soon. On contrary, I just don't see how price could break above, say, $470+ or even $500+ before going firmly below $400 first for some time.Colleague Jim said "patience, my friend". It is needed – in abundance.
$Hewlett Packard Enterprise(HPE)$ This could be one of the biggest winners this coming year. We have a very profitable company, trading at a severe discount to the rest of the tech sector. HPE is making several acquisitions that are positioning the company to be a big player in AI. What else do you need, oh that's right, it pays almost a 3% dividend, as well.Come on people, give this company some respect.I need to figure out a way to buy more shares and options.