To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ Let me say that first the media lures you in with “analysts” upgrades, Loop & Rosenblatt, $1,500 & $1,300, even JPM at $950 is down -60%, so so much for all of that nonsense, and now the media lures you in with top “hedge funds”, dropping names to lure you in to buy, saying they are trimming NVDA- and that’s “old” news, and they are buying SMCI, which hasn’t even happened yet. It’s comical what financial media does to hype stocks. Better not get FOMO yet, because it’s going lower!

$Microsoft(MSFT)$ I have no logical explanation as to why MSFT continues to trail the Mag-7 index. I guess it's a trendy short right now for the powers that be. If it's simply capex that is turning people off, I suggest looking at the company's latest revenues and comparing MSFT's operating budget with lesser valued firms. The stock's momentum will turn around, and when it does, a quick run to $430-$440 is quite plausible, although Q1 earnings are historically troublesome. The ATH is mid-$460s, which seems tempered compared to many of the other highs we have seen in big tech lately.

$SUPER MICRO COMPUTER INC(SMCI)$ Do I buy or not? Well if a company is down over 700 in a matter of 6 months and they lied on their financial reports, I think the answer on whether to buy or not is pretty obvious. $350 by Friday. Don't say I didn't tell you

$Tesla Motors(TSLA)$ Seriously…think about it. With so much competition in China at a much cheaper price point, and given the consumer struggles….How in the world would China’s EV Sales be up? One word comes to mind “DISCOUNTING”. Tesla is likely pumping in huge incentives trying to drive out competition…this will erode margins. Margin erosion will get them roasted on the earnings call. This is going much, much lower!

$SoFi Technologies Inc.(SOFI)$ Got a nice breakout and push on SOFI last week, hit $8.30 on the run-up.. solid breakout and hold, let's see if this stock can finally build some momentum to the upside for a change.

$NVIDIA Corp(NVDA)$ Hold. September will have a rate cut.Also NVDA earnings is over. So they won't have max pain anymore.Closed below $120 friday to kill all those calls. Had 77k OI on some.Honestly would sell once it turns green. And size down and further out or buy shares.Smarter to sell puts with your portfolio size. Just even buying shares and selling CCs would be good.

$Dell Technologies Inc.(DELL)$ with one of the nicer monthly setups out there IMO. Undercut that former resistance, huge amounts of volume coming in this first half of the year, increased volume shooting star doji. Looks launchy to me

$NIO Inc.(NIO)$ Secret of NIO is in the sauce. Duck sauce is an inexpensive and delicious way to power NIO cars. China government is going invest billions in ducks. Duck station, duck farms, endless supply of renewable and sustainable energy. Its going to be transformative and its going to be ducking good.

$Chewy, Inc.(CHWY)$ Benzinga says the estimate was .02 and they reported.24 so we have seen.07,.15,and now.24 is anyone else seeing this trend at this rate it will easily exceed 1.00 next year and when it went to $120 it had NO positive earnings

$NIO Inc.(NIO)$ The market going to do whatever it wants with NIO SP! NIO on the other hands realized that their business success and company destiny relays in their own hands… expanding, products, services and sales and reducing operating cost to achieve profitability… once that achieved all bets are off on SP manipulations by the streets!