To The Moon

$Trump Media & Technology(DJT)$ When it comes to the DJT stock there aren't any pleasant surprises if you are a retail owner. Unfortunately, those who received stock options or direct stock will do well even if they sell the stock for pennies or a buck

$MicroStrategy(MSTR)$ so the news is "The technology firm intends to raise $700 million with the issuance of convertible senior notes that will mature in 2028.The refinancing of debt is the major purpose behind this financing move, besides increasing its Bitcoin reserve. MicroStrategy would utilize $500 million to pay back existing senior secured notes, while the rest would go for more Bitcoin and company expenses." So is that a good thing if one believes that Bitcoin will go much higher in the next several months? I think so. But only 200 million max to get new bitcoins ... most fo servicing old debt.

$ARM Holdings Ltd(ARM)$ This is an interesting stock. The way their business is working is profitable, until the day it isn’t, and if that day comes, which is based on factors outside of their control, it will crash hard and fast. When your clients are the big giants you pretty much limit your negotiating power, so I don’t think it is a safe investment. Do your own calculations and check out their business. I am a strong bear on this stock.

$NIO Inc.(NIO)$ I mean...this is an ADR so you gotta be careful. I like the rev growth on this but they are net negative over the last 12 mos. Analyst upgrades and a monster move to the upside over the last 6 days make this one to watch for entry ASAP. I would love to jump in if this can pull back to $5 and can see it running to $10 by EOY if not sooner.

Has Lucid Motors ever thought about partnering up with AFC Energy to produce the power for there EV chargers? Might take some large investments whether to buy,lease land or work with large corporations too build them on their sites. Then in the future if Hydrogen becomes more popular. Produce the Hydrogen for them. Honestly I feel every EV owners would rather charge their vehicle from a clean source rather than a coal power plant. $Lucid Group Inc(LCID)$

The August report will include only the italian flight revenue, and appearently they conducted 13 experiments while in the air, every experiment is valued around 200k, meaning 200k*13= 2.6mil , with an additional 600k per person = 4.4Mil. Curious if these values will reflect between august 2-7 earnings report. Which means on the long term - when delta's will be out, the research flights will be the main profit income, the margins are looking really good if we conduct 1 research flight every 1 month, but we still have to wait ~3 years until deltas, and there is also the testing phase so 4 years :( $Virgin Galactic(SPCE)$

JD has successfully registered the Yanxi trademark, and the JD big model has also arrived.Today, Huawei's big model was also released, and Tencent's estimate is also very close.Baidu, 360, is one step earlier, and more and more large models have been launched. Computing Optical module, data, and liquid cooling servers will usher in a demand explosion period.Previously, these hotspots all gave birth to the Big Bull, and I believe there will still be strong monsters. For example, in a certain enterprise, there is not only computing power chips, but also liquid cooled servers. Although they have more than doubled this year, there is still room for improvement. $JD.com(JD)$

Train is leaving soon for the new highs . Today's share price is from three years ago.The AI product at $360,000/yr will be de rigeur for the 100 biggest customers. The lesser AI features will be attractive enough to justify the higher prices that were announced today.SFDC expects 10% growth this year while everyone else's top line declines. It's the products! New ones continue to roll out, recent ones continue to mature, to get usable features, and to seize market share.Hyperforce and reduced selling expenses are helping with some of the biggest expense items. I can't imagine how much R&D it took to re-architect the whole thing with Lightning and Hyperforce, but it's done, and they are switching orgs to Hyperforce somewhat seamlessly. Each one moved reduces expenses.The result is that

Mullen Automotive Inc. operates a Southern California-based electric vehicle company that operates in various verticals of businesses focused within the automotive industry.The intrinsic value of one MULN stock under the base case scenario is 0.08 USD. Compared to the current market price of 0.2 USD, Mullen Automotive Inc is overvalued by 61%.AI or whatever he is, back continue blah blah. Perhaps after research and throw out the what you think it's worth, you can always short more, maybe dump everything down 0.20 or 0.10 when you think it's about 0.08. $Mullen Automotive(MULN)$

Chest remains closed for another Q. No real hints of any magic on the horizon. Can’t disclose who they are working with or what they are working on. All we have are Occasional grants and partnership press releases that are not mentioned so must not be significant. Very conservative tone in the last several. Lots of downward price movement on no volume. Hopefully everyone isn’t asleep or gone when something sparks. They’ve done great to get to this point. Not sure where things go from here. Still waiting… $Simulations Plus(SLP)$