$ARM Holdings Ltd(ARM)$ All the tech companies are spending large amount on AI. Capex increased and eating into profits! Guess where the money is going? Chip companies that provide GPU, CPU, NPU ARM, NVDA et al…! Slowly chugging it’s way back north if your long just a pothole in the road
$Palantir Technologies Inc.(PLTR)$ The best thing about Larry Allsion and his team is their capability to quickly innovate and create new opportunities. It was only around April 5, 2024, that they announced the Palantir partnership. I checked Oracle's website, and it appears their healthcare and AI cloud services are already updated.
$MicroStrategy(MSTR)$ $1,374 now after-hours. Chart looks better - broke the down trendline. Through some resistance. Saylor's sales to end, MSTR World w earnings coming. BTC towards 70 , maybe more. Positioned still under the linear regression on MSTR-TRACKER. Found myself buying a bit more up $130 today. Rolling Calls. The market never does what the consensus says. The consensus says BTC won’t go parabolic for 4-6 months like the previous halvings. What if this time is different because of all the institutional interest in BTC and the ETFs. We shall see!
$Advanced Micro Devices(AMD)$ Players going to play as we head into earnings report; bring it down, scare some more shares up and bring it back in afternoon. I’ve seen that movie too. We’ll look back on this time period, 3, 6, 12 months from now and say should have bought more.
$Apple(AAPL)$ Tomorrow Apple will be up about a dollar premarket. It will flirt around even all day, then finished down about $.86 as usual. It’ll probably rinse and repeat this all week long, eventually going down to about 158 before earnings only to go back to maybe 165 after earnings. Just a boring old time as usual.
$Taiwan Semiconductor Manufacturing(TSM)$ Rest of the industry was overvalued. TSMC is heavily related to them all. So although TSMC wasn't overvalued, they're getting dragged down with the ship, it's still a strong long term play so long as they are capable of getting all these overseas fabs up and running.
$Marathon Digital Holdings Inc(MARA)$ So, I'm betting that CLSK's Market Cup will be bigger than MARA, where I own shares, by 4/23/2023. I hope, I lose and Fred starts working for MARA and not giving interview about the price of BTC and halving.
$Micron Technology(MU)$ 130 I called 110 within two months, happened faster. Yes, you been option scammed by CNBC, Keybanc. As soon as NVDA options scam ran out, they hit this with 10/1 calls. If you're not a criminal, better know the games.
$MicroStrategy(MSTR)$ think mstr is done for now. we may have to wait until august september for the next move. btc is not going to pop day after halving. it will slowly move up and down while wall street and retailers trade it. the move UP is coming but dont play the daily game. if long be long and patient. mstr could end the year around 16/1700. $1990s was your chance to sell if you are not long..things appear to be calming down between Israel and Iran, if they're seen to de-escalate, it can allow markets to bounce today and shift back to risk on, perfect timing for the halving and BTC/MSTR.Can't help but laugh at the stuck short posts. They talk like they can see the future lol
$Sea Ltd(SE)$SE is fundamentally garbage. The stock is extremely Overvalued and Overbought now. The downside risk is enormous. Expect a quick drop back to $30.The next Loss Report will send this Garbage to $20s.TikTok is eating SE's lunch. SE has too many employees, too much stock dilution and too much loss. Revenue is declining big time. No recovery on the sight.