To The Moon

$ARM Holdings Ltd(ARM)$ Never panic sell, always wait a few days when you know that a stock is worth more, eventualy it will get back to it's real value. bears going to be caught with their draws down. These guys crushed earnings. Smart and tempered guidance that still beat estimates. They are smack in the middle of the AI revolution. 150 before 75 in my opinion. 😊

$Rivian Automotive, Inc.(RIVN)$ It’s all a matter of apple infiltrating this industry with there AI TECHNOLOGY, Easily beating Tesla, Rivian makes the best Ev’s by far, unfortunately poor financial management, Horrible and uncontrollable spendings, They would do just fine by temporarily cutting down on the R1 models and stop the bleeding, Focus on the vans and R2/R3.

$NVIDIA Corp(NVDA)$ mastered the chip business. That is what they do and they do it better far than everyone else. Not even close. They spent their entire existence on designing the most advanced and cutting edge chips possible. That is a fact. Apple on the other hand, is in the business of making and innovating multiple consumer products and they do it very well. But they are NOT a chip company that designed cutting edge chips for 30 years. It’s a non issue. If Apple has a chip, it’s not even close to what Nvda has.

$Block(SQ)$ It used to be that the non-GAAP financials were the focus of investors, as those reflect future earnings where the options were used to build out the business and are less likely to be reoccurring. So the non-GAAP net income of $0.85/share is before the expenses like awarded stock options, or one-time expenses like the severance fees for laying off employees. Based on 4 quarters, that would be $3.40/share, making a stock price well over 100 reasonable given a PE of 30 seems low. No doubt the new banking paradigm using crypto is here to stay, and owning the customers with Square and Cash App makes me sleep well while I grow my retirement with investments like Block.

$Microsoft(MSFT)$ loading the slingshot. May have to wait for some of theseother earnings to come out but EOW we should be cruising back to ATH. There is no better company that has positioned themselves to take advantage of AI than them and they are already crushing the money making aspect of it. Literally only like 3 companies are competing with them on spend.

$Micron Technology(MU)$ See? Micron still rising. Don't listen to these weird guys like niko on this forum, they are down in money 110%, that's why he's so desperate. Micron is rising and It's gonna rise for a long time. In a year from now you'll have fat pockets full of money, if only you hold. Don't sell in dips, why sell at or near a bottom for a company that's obviously healthy? See the long term prospects of this company and ask yourself this question: Do i want to be a part of their success story? You'll pinch yourself seeing what their worth is and you didn't buy the shares.

$Netflix(NFLX)$ I wouldn't be surprised if in 2025/26, a lot of the competing streaming services (e.g. Paramount Plus, Peacock) find the economics are better to just distribute their content through Netflix as opposed to supporting a competing streaming service. And so the streaming market could consolidate to just ~4 streaming platforms. Netflix would likely be the market leader. Amazon Prime, Apple Plus, and Disney could be the other three. Something similar has already happened in the video game market. Lots of content studios but only 4 distribution platforms that matter: Playstation, Xbox, Steam (PC) and Nintendo. Opinions?

$Marathon Digital Holdings Inc(MARA)$ Daily chart is primed, 4 hour says it may pull back slightly before the next leg up but I think it’s coming before EoD…I think we are hitting mid 20’s by end of tomorrow. Usually I would care what BTC is doing but this has proven to be decoupled from it a good amount of the time now.

$Meta Platforms, Inc.(META)$ The ban of Messenger doesn't mean the removal of Facebook from China.In China who has Facebook accounts, will continue to use them like untill now.So in the future don't listen some false news, because now share price is going back up sharply to $550 before eranings, and after earnings results to $600

$NVIDIA Corp(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ If NVDA opens around 800 and closes above 826, then it will trade soon in 900s otherwise downtrend continues to 600s. UBS downgraded today and others might do the same. SMCI is in same boat, need to close tomorrow at around 760 for it to trade at 850s, otherwise it is going low 500s.TSLA, META and GOOG can drive lower already negative market sentiments or can provide the much needed support.