To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ If you want AI then you need to buy a server with Nvidia or AMD GPU chips. These new Blackwell chips draw a huge amount of power and therefore run hot and need direct liquid cooling. SMCI is in the middle of a huge technology upgrade, and this will be reflected in future revenues and earnings. That is FACT, it's already been happening! The shorts here are crazy, as soon as the air starts clearing around accounting, the stock will fly!

$Microsoft(MSFT)$ Financial Institutions have accumulated MSFT stocks in recent days. MSFT is under-valued. Be patient. Don't sell. Buy more today to keep multi-years; MSFT will break 52-week high sooner than expected.Bullish.

$Qualcomm(QCOM)$ Qualcomm is now demonstrating the business maturity along with technical and intellectual property strengths it has invested decades and billions of dollars to develop. By broadening its influence in major new markets and future technology endeavors its clear the value of the company warrants a forward PE well beyond the current 15. Qualcomm is demonstrating strengths similar to companies which are being rewarded with forward PE's in the 20 to 35 range.

$Alphabet(GOOG)$ Google is currently buying back about 5% of shares per year (net of free giveaways to employees). I suggest they stop free giveaways and buy back 10%. Everyone will be happier, including employees with those free options….as the price of the stock will skyrocket. Hopeful.

$Marathon Digital Holdings Inc(MARA)$ The economic climate is improving. Our fate is tied to bitcoin now. We are stacking enough to get Wall Street's notice, but if the BTC price doesn't rise we still look like a nonperforming stock. Our hash rate is good and it's rising. We have 26,200 bitcoin stashed so far. Even at these depressed prices that comes to around $1,585,100,000 (1.5 Billion). But we need bitcoin to go to at least $80K next quarter to make a difference. That would put the stash value over 2 billion. And we need the stash to go over 30K to finish the year with a bang at $2.4 billion and make us look like a winning company. I think both of these goals are achievable.

$NIO Inc.(NIO)$ The Chinese are leading the world in EV's. NIO is a few days away from unleashing ONVO an EV that will claim 40% of Tesla Model Y and 3 sales in China where Tesla makes its only profit. By the way NIO has less than 8% short interest and has crushed PUT options for five weeks in a row.

$Intel(INTC)$ Intel is expected to go lower than current price by end of this year. Already crashes more than 50%..I see more of a poor business plan and cash-flow management. The foundry business is not going to contribute any revenue soon. Worst performing stock of the Year 2024...

$Intel(INTC)$ Lots of good news.....$1.9bn from Poland and now $3.5bn from the Pentagon !!!Intel qualifies for $3.5 billion in grants to make chips for US military and U.S. Secretary of Commerce Gina Raimondo is pushing Nvidia and Apple to use Intel Foundries. It's inevitable that all the big boys will eventually have some business with Intel. It will be a trillion dollar company by 2030.

$NIO Inc.(NIO)$ meme NVDA up 30 NIO market caps yesterday, and another 10 NIO market caps today, ie 40x the entire market cap of NIO in 2 days, just because. Literally no other reason…. I absolutely love watching low eye quuue so called investors chase immensely overvalued stock like NVDA (worth 300x NIO) and Tesla (worth 70x NIO) while I and millions of other retail longs keep buying up the float of NIO at an astounding 2018 IPO level valuation when they’ve grown 500% since then in sales, built the largest charging network in China, the only mass battery swap network, signed 8 massive auto companies to use and pay for NIOs swap tech, with massive subbrand Onvo deliveries starting in a week etc, all since 2018. Simply unb

$Tesla Motors(TSLA)$ No way it goes to $245 today, lets be realistic, $250 is coming by first week in October or maybe sooner, but we will have some ups and downs on the way, as for today, its Friday and it most likely trade in a very tight range!