$Microsoft(MSFT)$Nothing is going to change in the long run. Even msft just announces EXTREMELY MASSIVE buyback and the stock recovered to 460, still it cannot beat S&P 500 in the next year. Just get out tbh. don't try to beat the market and just go buy S&P 500 index fund. Microsoft has completely failed its consumer market. Windows Recall is a disaster. XBOX is a disaster. All in AI is putting your eggs into a single basket. The crash will be even harsher.
$恒生指数(HSI)$Investor optimism toward strong stimulus from China has thinned out as China's NDRC official spoke, mostly covering the implementation of the stimulus measures announced last week, with nothing new announced! SELL THE NEWS!!!
$Docusign(DOCU)$ DOCU Stock have been a disappointment though earning is goodThe stock was at 250 ATH, crushes earnings year over year and increases revenue for seven straight years. Yet the stock can't move up at all, sounds like manipulation to me. My average is 250 stocks at 53, looking to exit at 65 but this stock keeps disappointing every time it touches 60 and then drops to 50s. This stock should have been the one to benefit most from LLMs
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI is trading well... was at $412ish when the NASDAQ was up 200 points. NASDAQ dropped 200 and SMCI went higher.Bodes well when the markets rebound and will take SMCI to $440 today. Bought the weekly lotto friday calls. Let's gooooooooo
$SUPER MICRO COMPUTER INC(SMCI)$ The average forecasts of the 17 analysts, as of this morning, is a target of $871, almost double todays market price. The CEO just sent out a letter to its partners and customers lashing out at that Hindenberg report as erroneous. Also, saying that nothing has occurred that will impact our 2024 financials, profits and revenue etc,. nor our abilities to go forward as currently forecast. Maybe some more shortrun volatility, but soon SMCI stock should have a significant run. I am doubling my position. I also currently own Dell $Dell Technologies Inc.(DELL)$ . It should also do well in the near future, but not nearly as well as SMCI IMO.
$GitLab, Inc.(GTLB)$ If I can recall correctly, gitlab had a problem with their servers a few years ago, an all the code from their customers was lost, the backups and the backups of the backups didn’t worked… and for some reason they were able to get back up because an engineer had a backup of everything in one of his disks.So, yeah, I would not put my money there.
$Taiwan Semiconductor Manufacturing(TSM)$They are miles ahead of other semiconductor producers, and out of the major producers, they are the only one who is only a foundry. Samsung competes with Apple $Apple(AAPL)$ , therefore they prefer TSM. NVIDIA $NVIDIA Corp(NVDA)$ , AMD $Advanced Micro Devices(AMD)$ etc compete with Intel therefore they will also prefer TSM even if Intel catches up. Not to mention the CEO's of NVIDIA and AMD are also from Taiwan.What are the other risks to this company? I've researched this quite a bit and it always comes down to "It's an amazing company". Maybe I'm not see
$CrowdStrike Holdings, Inc.(CRWD)$ The only thing the outage showed me is just how many corporations use CRWD. They don’t change their whole security based on ONE mistake. It would be too expensive. They would only change security companies if there were MANY errors OR the service became obsolete. I bought a little more on the dip. The only people mad would be day traders. Longs can rest easy.
$Palantir Technologies Inc.(PLTR)$Smart investors fully understand that Palantir is will be much higher in 1-2-3 years! Long term hold brings 10x returns easily! Similar to what we saw with NVDA over the last 5 years (as well as with numerous other super growth stocks the last five to ten years)!!!
$NVIDIA Corp(NVDA)$NVDA should be above 150 at this time because of strong earnings and fundamentals but there are always people who want more because they were late getting in or wanting more shares. For whatever reason there is no company like NVDA that can make these much revenues quarter after quarter for several quarters. The guidance remains strong so hopefully this stock will soon recover from this malaise and will start to go off to the races. Have blessed day everyone.