$CleanSpark, Inc.(CLSK)$ Everyone have some patience! We need to close the day and we will move up to 20. Then close over 25 or even 30. BTC need to be over 75 for this to happen. I wish I can post my chart on here for everyone. Ignore the downturns. Patience will pay off.
$CleanSpark, Inc.(CLSK)$ CLSK rallied strongly and really is the best stock, I wasn't wrong! It fell a lot more than I thought it would, so it looks like it's still backed by some strength, which gives me some comfort by now
$Affirm Holdings, Inc.(AFRM)$ Affirm Holdings Inc are catching the trend by providing a platform for digital and mobile commerce, and the company also gives us a satisfying consumer-facing point-of-sale payment solution, commerce solutions and a consumer-facing app. I like their products, so I'm holding on this stock
$Alphabet(GOOG)$ AI has been the biggest topic of conversation in the tech industry, driving chip maker NVDA's market capitalization to trillions of dollars and triggering a major shift in the prioritized strategies of companies such as Microsoft, Google, and Amazon, which are all racing to incorporate AI into their core services, though for now Google is doing just fine in terms of stock price. Keep it up.
$Microsoft(MSFT)$Now Microsoft is now the only global asset with the most investment value in the AI chain. Just when I thought that Microsoft's number one position in global capital market won't be retained anytime soon. I did not expect a reversal today! Good job.
$NIO Inc.(NIO)$40 million plus battery swaps would seem to indicate that it is not so stupid. The versatility in options is logically attractive and baas is a nice cash flow alternative that others would like to have. Just consider the schemes many manufacturers have been trying to use to get regular cash flows without additional cost. BMW - with their heated seats as one example. In those cases, the customer has to pay for the hardware up front without having access to use unless they pay a subscription fee. With NIO, customers can buy the car without the battery and only pay for the option of battery that they need. And a 3-5 minute change time vs 20-40 minutes to charge in ideal conditions is a no brainer.What is your
$SoFi Technologies Inc.(SOFI)$look I'll be the first to admit the opportunity cost holding so much sofi in my poor people IRA and brokerage account has been disappointing, maddening, deflating, and bad for my ego. But when the tide turns and other sectors dump and sofi the stock is more aligned with Sofi the company I will be rewarded. We will be rewarded. It hasn't been the best investment I've made but the company continues to execute and deliver. Blow after blow punch after punch macro political interest rates manipulation from competition spac offerings acquisitions etc etc. But why am I not shaken? They have navigated ALL OF IT with precision and have exceeded not only my expectations but I think their own. Noto isn
$NVIDIA Corp(NVDA)$Just Ridiculous!!!! Keep buying!!! I feel like a broken record. These guys were researching AI before anyone thought of it. They are years ahead of anyone else. Their chips are the best and are selling for premiums ABOVE list price. AMD, the closest competitor's chips are selling at discounts. NVDA's AI training is THE industry training. They have the software developed for their chips. Their AI business support services are second to none. They have the whole AI package. NO ONE comes close nor will they for years, and when they do, NVDA will already be leaving them in the dust. Oh yea and the claim of a slowing economy will affect sales, any companies needing cheaper will buy AMD chips, but they are i
$Amazon.com(AMZN)$after announcing a stock split and a $10B share buyback program on March 9th 2022, the stock jumped +23% in 17 business days after 📈🐂 This earnings report/call might get real exciting at the end of April 👀The Drop Football GIF
$Micron Technology(MU)$ I really hate to say it, but “this time is different” and I expect MU to have a super cycle this time around. Why? As you know, I always look at memories as a commodity and even HBM is no different. As a commodity, the key driver for price, and hence gross margin and operating margin is supply/demand balance. Because of the 3-1 trade in HBM vs DDR, the industry abruptly transitioned from over supply to severe under supply in one year while HBM demand continues to ramp rapidly and DDR demand is recovering. You add to this supply demand imbalance by WFE capex discipline as the suppliers are forced to invest in packaging driven again by HBM requirements. So we are in the beginning of a perfect storm of severe supply demand imbal