$ARM Holdings Ltd(ARM)$ Microsoft (MSFT) $Microsoft(MSFT)$ intends to triple the amount of GPUs it has this year, having set an internal target of 1.8M GPUs by December 2024, Business Insider’s Ashley Stewart reports, citing a document. The company is aiming to make generative AI faster, better, and cheaper, but the effort requires the company to buy the chips, primarily from designer $NVIDIA Corp(NVDA)$ Nvidia (NVDA), the author notes Means ARM’s CPUs in these chips!
$Palantir Technologies Inc.(PLTR)$ I will be blunt: all industries today, not just here at home but globally, are developing their own AI software, which will probably cost them 10 times, if not more, and still be inferior to what Palantir Solutions can offer. Why? I begin to ask myself why. Perhaps greed and protectionism of their own, as Palantir already stated, clients will keep their data natively on their own premise. Fine! $NVIDIA Corp(NVDA)$ NVDA and $SUPER MICRO COMPUTER INC(SMCI)$ SMCI will continue to get richer, while Palantir clients will become the future competitors of $Meta Platforms
$Bilibili Inc.(BILI)$$BILIBILI-W(09626)$ In the grand scheme of things, we're currently just at the beginning of the third upward wave on a weekly chart level. If we compare it to the first wave's increase without considering theoretically surpassing it, after a long period of consolidation and market correction in the second wave, reaching 500 in the third wave would just be passing grade.
$PDD Holdings Inc(PDD)$ The thoughts in your head are puzzling. Maybe investigate temu and see how this companyis spreading around the world offering dollar store prices and free shipping on orders over $15.They are now using UPS for deliveries and adding new customers' big time.... Faster than NFLX $Netflix(NFLX)$
$MicroStrategy(MSTR)$ Bears repeating (unless you're bearish);Our underlying asset, Bitcoin.Anyone who bought at beginning of ANY cycle made a fortune.Look at increases in a percentage basis.5 bagger?10 Bagger?And remember-There were NO ETF's in prior cycles !!!!!!Cycle 1-2012 Nov 28 $12.50Cycle 2-2016 Jul 9 $638.51Cycle 3-2020 May 11 $8,475.00Cycle 4-2024 Apr 19 $64,700We are just now entering the beginning of a new cycle.How this will affect MSTR if Bitcoin once again, turns a 5 bagger, 10 bagger?Not in one day.Patience my friends.
$Advanced Micro Devices(AMD)$ Fellow longs, I always said that anything above the 11/21 ath of $165 was a bonus because it was built on expectations. The stock underwent panic selling and we are in way oversold territorry, but starting with next er the sp will recover. We need 2 or 3 earning reports to show that AMD will gain market share in the AI space. I'm confident that Lisa will deliver, she made all the necessary moves to play a leading role in the AI revolution in the years to come. Next er on 4/30 will show the start of a positive trend, and the stock will gradually rise. I expect AMD to have an "NVDA moment" in 3Q24/4Q24 sending the sp to $250 eoy. The best is yet to come!
$Taiwan Semiconductor Manufacturing(TSM)$ TSM makes the chips that are used in every cell phone, every automobile, every laptop computer, every point of sale cash register, and most importantly, every weapon system in our inventory. Every missile, every bomb, every vehicle, every targeting system, every guidance system, every satellite, you name it, something from TSM is likely in there. So every time Ukraine fires a weapon at Russia, somebody has to make a replacement to keep our inventory stocked and to do that, we need a supply chain that can reliably produce those chips without trojan exploits, sabotage, or other attacks.This is a large part of the reason the USA promises to protect Taiwan, and a driving reason behind
$Marathon Digital Holdings Inc(MARA)$ This is going back to $12, regardless in the next month , Bitcoin breaking 60K , it’ll test 50K and then from there we’ll see how the market is + politics/war, important year for Bitcoin and wether it continues green or has a bear market sooner than expected
$MicroStrategy(MSTR)$ They just keep doubling down and digging deeper into the hole. Short interest now up to 3.4M shares. No way they get out without a massive pump. Or... they can wait until next BTC bear market - sometime in 2026 taking a huge risk in that the current bullrun will wipe them out... completely. Really bad bet.
$Sea Ltd(SE)$ Impressive move with heavy volume. It can mean someone knows something positive getting ready to happen! Especially true in what is looking like a significant down day in the market once u take out the stellar results of UNH.