$Riot Platforms(RIOT)$ I feel that the EPS targets set by analysts for Q1 are understating the impact of ASU 2023-08 which RIOT early adopted per their 2023 10-K. With BTC price of nearly 70k as of 3/31 and their early 2024 election to hold bitcoin produced instead of selling upon production (see Note 2 on the 10-K) I think we’re going to see a massive unrealized gain sitting on their Q1’24 Balance Sheet that would be a surprise to the general investment community. That, paired with their announcement of Q1 earnings being held a week ahead of expectation is a quite bullish indicator in my opinion. Interested to hear if anyone else feels that’s a valid point or not.
$Coinbase Global, Inc.(COIN)$I sold COIN too soon after the December top, now trying to cost average back in. Lesson learned here. With MSTR, I did the opposite, opened a position during the January pullback and adding a share on every down day since. Both in the black, but MSTR doing better. I think Bitcoin goes to 6 figures this year. US dollar printing to fund the deficit aImost assures it, especially after the Bitcoin halvening. Bitcoin now has a stock to flow ratio better than gold. Both of these stocks have a lot of Bitcoin on their balance sheet, esp MSTR. I think these stocks, along with Bitcoin etf's are a better long-term tech bet than NVDA, which is likely prone to double-ordering and China geopolitics. AI is
$Netflix(NFLX)$Increased licensing to Netflix has already started to happen as legacy media companies try to cut streaming loses. The problem for the legacy companies is Netflix has negotiating power having its own original content but it’s better than losing money trying to compete with Netflix.NFLX is a smart move for anyone with at least a 2-year investing horizon. Most of the competing streaming services will fail - and instead studios like Paramount or NBC (Peacock) will just focus on creating content and streaming through Netflix, Amazon Prime, Apple Plus, and Disney - with Netflix being the market leader. In addition, Netflix has multiple areas of new growth yet to be fully tapped e.g. advertising, merchandising f
$SUPER MICRO COMPUTER INC(SMCI)$ What happens if management comes out and smashes their quarterly earnings by 10-20-30% but then forward guidance is very conservative or weak …..by a drop of 10% -20% ….a few semi conductor stocks have already announced during their earnings …..these could impact SMCI either make the stock drop or remain at the same price that it is today!!!! Also prior to earnings it cold go up to $800, $900, $950, $1000 a share and then management give a conservative guidanceI noted above and drop right back down to $700 a share.
$Marathon Digital Holdings Inc(MARA)$38.7 EH/s on mempool. HOLYSH$% That means overall energized is like 43 EH/s or so. Hopefully it can hold... The major miners are profitable over around $45k BTC. The additional profitability from higher transaction fees is not priced in yet. People still think miners can't make any money at $65k BTC. They are making bank. Give it 6 months and we will see.
$Microsoft(MSFT)$Adding one share of MSFT at $404 ERROR Bad Gateway. I see even more and better buying opportunities tomorrow and next week. Can’t go wrong with MSFT. Add to your position. Hold it forever. Stay long folks! Ignore the daily price actions, ignore the noise too. The best strategy to meet your financial goal is to keep invested with MSFT long-term.
$WiSA Technologies(WISA)$ I think most know this is no longer a pump, it's investors buying becasue they know this is headed over 100.00. 52 weeks high was 410.00 and a new company and WS is loading up. Keep your sell orders high and keep as Good until cancelled so shorts can't borrow, shares are running low and the more people buy the higher we keep going and the higher shorts have to keep covering
$INVO BioScience, Inc.(INVO)$If I bought a large number of shares, TD put it under review and then the stock price ran up. I had to buy at a higher price during the wait. After I bought, the price began to go down. When I sold, it went back up. If you feel this way, it's because market makers can see large orders and buy and sell to change the prices. But once the large orders don't come in, the MMs will decide to dump, and very, very quickly. Last dumps are usually the next day, premarket, when they see the large orders aren't coming in. I see this coming down hard. I made a solid profit and now it's over. Don't be the last ones out the door
$Amazon.com(AMZN)$Never in the history of Amazon has the CEO focused on cost. It has always been growth. Amazon has two key drivers which should impact operating margins in a big way over 2024 and beyond:1. Build out of advertising- they just launched streaming ads on prime and are ramping up the business. This will do two things 1) Grow advertising revenue by double digits likely 30-40% YoY in 2024. 2) Improve NA margins as advertising has a much lower cost to serve than eCom.2. Lower cost to serve for eCom. In the annual letter a lot of the eCom focus was on lowering delivery times. This will also lower cost to serve. I suspect both faster delivery time and improvement to cost to serve. They will further scale this aga