To The Moon

$Alibaba(BABA)$ BABA is showing resiliance for once. Hope it's the path to equilibrium. Valuation similar to AMZN. Since they are competitors.

$Coinbase Global, Inc.(COIN)$ Shorts desperate to depress the stock price! That’s the beauty of a short squeeze at these price levels no place to budge but straight up!! Hold your shares. Be aware. Big news is coming!!!

$Faraday Future Intelligent Electric Inc.(FFIE)$ FFIE to the Moon!!!! 💎👐🦍🐒🦧🐵🚀🌕💫DiscussionFrom every corner, voices rose,In unity, they dared oppose.The powers that had long held sway,And vowed to make the billionaires pay.With passion fierce and hearts aflame,The Faraday apes, played the game.No longer bound by Wall Street's chains,They forged a path through peaks and plains.

$Advanced Micro Devices(AMD)$ 3 of the 4 segments are guiding for growth in 2H24. The 4th Consoles is under heavy pressure from competitive technology advances. I expect we will hear some news in this regard with some unexpected advances outside the normal console cycle to energize the 4th Console segment.

$Zscaler Inc.(ZS)$ Why wouldn't EricinPDX disclose yesterday if he had covered his short -despite being asked repeatedly- until AFTER the earnings release?We all know why, because now he gets to continue to play pretend! 😆🤡😅😂😂🤣🤣

$Amazon.com(AMZN)$ About 21% of my taxable and 15% of my IRA is Amazon. I am a very careful person and the only other individual stock im comfortable holding more than 10% of, let alone 15 or 20, is Microsoft $Microsoft(MSFT)$ .My only issue with either stock, is really just a regret that I don't hold more.

$ulta beauty(ULTA)$ Actually their balance sheet looks good. The $2 Billion in debt is comprised mostly of non current operating leases, about $1.6 Billion. They actually still have $1 Billion available for buybacks. Currently IMHO they have good support at about $330.

$SUPER MICRO COMPUTER INC(SMCI)$ Think of what is really happening here. On Aug 6, SMCI released their unaudited performance. Now at time of filing, they had to hold off. So what could make them do that - only on thing really, and that would be the refusal of the auditor, E&Y to provide their sign off affirmation letter. So, of course SMCI is going to say we don't expect any material changes, but that's only because E&Y is still doing due dillegence into the cooked books to see how cooked they are. I predict after 2 weeks, E&Y will be fired (or resign) as they will not sign off and a 3rd rate auditor will be selected. Either way, likely additional delay. We know these leaders pushed forward revenue numbers and channel stuffed, E&Y

$Microsoft(MSFT)$ Financial Institutions have accumulated MSFT stocks in recent days. MSFT is under-valued. Be patient. Don't sell. Buy more today; or else buy $480 by December; MSFT will break 52-week high sooner than expected.

$Taiwan Semiconductor Manufacturing(TSM)$ Many TSM customers are waiting in line to get in front of the queue. TSM will do well regardless of NVDA news.