To The Moon

$Sea Ltd(SE)$ Sea Limited, currently priced at US$74.92, is significantly below our fair value estimate of US$124.11, indicating potential undervaluation based on cash flows. Recently becoming profitable and with earnings expected to grow by 41.88% annually over the next three years, SE outpaces the US market's growth forecast substantially. However, recent financials show a shift from net income to a loss of US$23.66 million in Q1 2024, reflecting volatility in its earnings quality due to large one-off items.

$Meta Platforms, Inc.(META)$ Too easy.Looks like more time to buy the OCTOBER 18TH - DECEMBER 20TH Calls on a major discount, before META is trading much higher before/after earnings in October.Congrats if you bought them at much cheaper prices, when META was under $500.Still time to get these Calls cheap, before META is trading in the upper $500s-$600s in my opinion.

$Barrick Gold Corp(GOLD)$ Adjusted earnings for the quarter of $0.32 however true net earnings were $0.21, they added back in some one time expenses worth $0.11 back into the earnings to get to the $0.32 figure, not cool. This type of tom foolery with the earnings is very concerning.

$Coinbase Global, Inc.(COIN)$ So..based on CITIGROUP last forecast COIN is going to 345 $ this year around..Wich should indicate that a bull run to 345 $ would be direct linked to parallel BTC bull run dragging it along with MSTR.Comments please !

$Advanced Micro Devices(AMD)$ Jim Cramer is extremely bullish on AMD, saying in a latest program that he “wishes” he’d be able to buy more AMD shares but said he’s “restricted” for his charitable trust.Advanced Micro Devices, Inc (NASDAQ:AMD) impressed Wall Street with solid second-quarter results amid strong data center revenue. Data center revenue in the period grew 49% year over year.Doesn’t get any better than that patience is all that’s needed

$Occidental(OXY)$ All-in-all, a much better conference call than those I have listened to in the past. Yes, 2029 seems to be a long time to wait to see the preferred and other debt off the balance sheet. But the oil yoyo could surprise and bring that timeline much closer, say to August 2027 when the warrants expire. AI needs chips, service centers and lots and lots of energy. Politics of every persuasion will have to bend the knee to the only readily available energy source that can supply AI's energy thirst.

$Novavax(NVAX)$ The real short funds are consistently covering. From 54 to 28 million shares in recent months. They are afraid that JJ will sign another partnership with Sanofi etc..for the combined covid and flu and flu stand alone. It will be a strong fight between Sanofi and the other BP. Sanofi will not give up easily. They want the entire market with zero competition. So is Pfizer. It will be an inflated upfront payment and high royalties. The winner take it all. I don’t care who will buy. I invest in the seller. Novavax!!!!

$Microsoft(MSFT)$ Data from Bank of America showed the average 12-month return for any stock after a split is 25.4%, more than double the average annual return for the overall market. MSFT needs to split to attract more, as well as a younger generation of, investors + dividend increase

$Shopify(SHOP)$ Customers are starting to leave now. Price increases hit this quarter. And yet SHOP only did .14 EPS.The significant adjustments to Shopify's pricing model reveal a leap from $29/month to $39/month for the Basic plan, representing a 34.48% increase. Similarly, the standard Shopify Plan now sits at $105/month, up from $79, indicating a 32.91% price increase.Shopify Plus pricing has risen from $2,000 to $2,500/month, making it a 25% increase. Customers can also choose a three-year term that offers a reduced rate of $2,300 monthly. The changes highlight the importance of evaluating the total cost of ownership, especially with added transaction fees for non-Shopify Payments users. 

$Micron Technology(MU)$ Lol, You guys thought capitulation was going to happen 110, oops, 105 to 100, oops, 100 to 95, oops, 95 to 90, oops, 90 to ?.. You see, like I said before you're not getting capitulation. Tomorrow is reversal day...This will be shorts tomorrow.