$Advanced Micro Devices(AMD)$"HSBC analyst Frank Lee upgraded his AMD rating from Hold (i.e., Neutral) to Buy, while also raising his price target from $180 to $225. According to Lee, AMD could be worth about 46% more than it’s currently selling for." BTW, when the market sentiment is as grim. A reversal is in order. Iran knows what Israel has. There will be no war. Just posturing for their citizens. Buy the dip. That's what I say.
$NIO Inc.(NIO)$So, i did a quick calculation..Nio has 3310 swap stations that can do about 450 swaps a day.Let’s assume they make net 5bucks per charge.That is 3310 x 450 x 5bucks = 7 447 500bucks a dayx 365 days a year = 2 718 337 500 bucks a year at this point at full cap .Keeping in mind that Nio is building 1000 stations per year, and that multi brand swaps are highly likely, growth is certain.If this plays out, they wont have to sell cars in the future, to become profitable :)Make your own mind up, but at these prices.. it's a go .What’s more, indeed i took in account that all 450 swaps would be used, that’s what they are built for and in my opinion very likely considering the multi brand access . I also took in acco
$Intel(INTC)$Intel Builds World’s Largest Neuromorphic System to Enable More Sustainable AI.Hala Point shows it can support up to 20 quadrillion operations per second, or 20 petaops, with an efficiency exceeding 15 trillion 8-bit operations per second (TOPS) per watt when executing conventional deep neural networks.
$Palantir Technologies Inc.(PLTR)$What is your favorite call position? This stock is going to rise; it’s just a matter of when. I’m nearly certain the narrative at earnings will be super bullish, so that could play in to the desired expiration date. I think a cheaper, short term position could be the play.
$Trump Media & Technology(DJT)$Trump has sold Trump's Cards, Golden Shoes, Bibles, GoFundMe, and what else ? Trump family held top positions at the WH. Trump dynasty took advantage of power, of all opportunities big and small to enrich themselves. They are greedy, selfish and only care about their pockets. Self-serving Trump doesn’t care about the Constitution, the Nation, the People and European allies.
$Intel(INTC)$While it hasn't been officially 'announced' yet.Nvidia has stated their supply chain problems have been solved by diversifying their packaging towards alternative fabs... Guess who has recently finished a new state of the art/advanced packaging fab in New Mexico and was rumored to have a deal with nvidia?
$Rivian Automotive, Inc.(RIVN)$Several mixed Analyst upgrades since last October. Very divergent...many upgrading to BUY and upping price targets and few downgrading to HOLD/SELL. RIVN recently confirmed deliveries for 2024 and likely to see an uptick on 2025 backlog. New product lineup and expanded reach and interest in its Commercial Vans all adds up to "good vibrations" about 2H24 and FY25. RIVN announced workforce reductions several weeks ago...TSLA is just late to the game. So the May 7th earnings release will be about cashflow and balance sheet management. Any sense that RIVN will be FCF positive before 2027 would be extremely helpful for positive sentiment. Hedg
$XIAOMI-W(01810)$It has to be said that Xiaomi’s positive performance in the negative market for several days is so great. BTW, the big reshuffle of the electric vehicle industry has begun, and the fast company has begun a comprehensive transformation to AI, and the future must be the robotaxi world. Whoever can get the first technological breakthrough will be able to dominate the world!!
$XIAOMI-W(01810)$Add more positions! The reasons contain Xiaomi today's brand influence, Lei Jun's personal influence, Xiaomi mobile phone accumulated reputation and attention, local government support and subsidies for cars, the national transformation of new energy vehicles, the desire for high-end manufacturing....... Everyone wants Xiaomi to succeed, and this is the trend........
$Palantir Technologies Inc.(PLTR)$When exec heads could roll and the morale toward current corporate culture is low and going lower, there may of necessity be swift actions taken late in the day. A text, a call - mano to womano. Enter Palantir knight.I read about Coles, an Aussi grocer giant, Hertz, Lowes, etc. But there are serious cracks in other giant corps. The execs may not survive, but the ideal CEO, where can he/she be found? Enter again, Palantir knight.AI is the saving grace & necessary change for the traditional search for the ideal CEO. But there are too few around. The requirement for all the hats to wear and background skillsets -- all in one or even two persons is a sure way to burn th