$ARM Holdings Ltd(ARM)$ The May 3 $128 Puts that I previously sold for $7.80 each were assigned early yesterday when the stock was $96. So someone who bought those Puts got spooked when the stock price started moving up again and sold me their shares yesterday for $128, then turned around and bought them back for $96. Very smart move on their part! In the meantime I added more shares to my stash at a net cost of $120.20 per share ($128 - $7.80). I don't mind that at all. Still holding a bunch of sold May 17 $130 Puts I previously sold. I'd like to drop those to $125 but the cost to do that is too high right now. We'll see what happens.
$Palantir Technologies Inc.(PLTR)$ only 3.4% of PLTR's entire float is shorted so thats highly unlikely to happen. Apparently some PLTR investors got spooked by META afterhours today. And curiously, $Meta Platforms, Inc.(META)$ META's numbers came fine so other than a Futures caution, I don't get the META dump after hours this evening (or PLTR either).
$Bilibili Inc.(BILI)$$BILIBILI-W(09626)$ I took another look at Bilibili. Previously, they struggled with commercialization and a myriad of management issues, but the good news now is that they're truly focusing on monetization, concentrating efforts on value-added services and advertising. Essentially, the discussion revolves around how much value Bilibili's users really bring. Looking at DAU numbers, with Bilibili's 100 million DAU and average daily usage of 97 minutes, with an average age of 24, the LTV (lifetime value) calculated based on market value/DAU is currently around 300+ yuan per user, not far from iQiyi. In theory, Bilibili's UGC acquisition costs should be lower, and individual video view
$MicroStrategy(MSTR)$ HAHA the puts i bought an hour ago are already in da monieee.AND there's a lot more to comeas you begin to understand THIS:why doesnt a MSTR bull tell us why to buy it when it's at a 160% !! - now 180% - premium to BTC ? After all if u like BTC why not buy BTC direct.This is v important:There is no leverage in MSTR - look at the effect of last bond issuance, and calculate the amount of btc/mstr share post the dilution... there is none !!Do you get what I am saying
$MicroStrategy(MSTR)$ Most mining stocks have been green the last 4 or 5 days. Check them out. It's only the beginning to some major moves to the upside. MSTR will be leading the pack. Shorties buy and close. Lock in your gains before there gone.
$Advanced Micro Devices(AMD)$ Why guess. AMD is a 2025 story IF the new AI products have a market. This Q report will not sizzle but the guidance might be interesting. I have owned this for awhile, made money but lightened the load since mid March. Do your own research. Lot of newbies and scams here.
$Taiwan Semiconductor Manufacturing(TSM)$ Last year I sold my TSM to buy the kids a house, and everytime I looked saw it just kept zooming... Happy to have finally filled a buy order today on close. Gut is this drop more of a broader market fear sell off about going into a scary weekend due to situation overseas. TSM is a solid company and stock for long hold; also nice to have that little dividend. Yeah it's not much just shy of 2% but at least it some pennies to help the portfolios compounding!!!
$Marathon Digital Holdings Inc(MARA)$ Bitcoin took a hit with the Israel retaliatory action at Iran but Bitcoin bounced back rather quickly showing its resilience. More significantly for MARA is their production of 8 blocks so far today. This equates to about 55 Bitcoin and 34+ Hashrate. Could it be they are finally bringing all their machines back online?
$MicroStrategy(MSTR)$ it is disconcerting when ibit outshines mstr (the more risky and volatile proxy) on the upside & Downside protection... Wehe bitcoin resumes its climb, will ibit outperform mstr with a lot less volatility?And I wouldn't underestimate the power of 420. RETAIL may just pick up those CALLS. They are very cheap considering. I think Playmakers mentioned a BEAR Trap in the making.
$Sea Ltd(SE)$ TikTok is killing this garbage! Do not get trapped in this Chinese Junk. The revenue is collapsing. The company has too many employees for nothing. The management has diluted the stock ownership 3 months ago below $36 because they know that the stock worth way less than $30. The loss will grow. Expect again 35-40% quick drop after the ER Disaster.