$Advanced Micro Devices(AMD)$War with Iran again started. Bloodbath tomorrow. Easy 20-30% down possible. Explosions going on this minute. The market will fall hard! This is a sure thing. Futures crashing hard! BTW, 120 Tomorrow. War resumed 20 minutes ago after Israel hit Iran. Iran will retaliate. Please refer to ABC News. It’s not a joke.
$NIO Inc.(NIO)$There are several reasons why NIO's sub-brands may hit the sweet spot even if their luxury brand, NIO, hasn't hit the home run yet. If the NIO brand costs a little too much, there are a lot of ways to produce a great car and yet still cut 10's of thousands off of the bottom line:BaaS saves you 10K, along with one motor instead of the standard 2 motors/AWD on all NIO's. That's close to 20K dollars off, and remove the expensive ADAS system AND cut down on the most powerful computer in any production vehicle (1016 TOPS- trillion operations per second), and you still have an incredible luxury car for 25K-30K off the top of a NIO. Call it an Onvo (I preferred Alps), and they could sell like hotcakes!
$Intel(INTC)$Does anyone not know that PC sales were up in the first quarter? Sales accelerated as March sales were 25% higher month over month. This is one area where Intel still dominates AMD.Gaudi 2 sales were also robust. I read an article a couple days ago about a number of Indian data centers that were building out AI using Gaudi. In the meantime both Supermicro and Dell have Gaudi 3 systems up and running. Intel is selling every one they can make.Earnings release will be another big beat (fifth in a row) and guidance is going to be upped substantially. GLTA.
$Palantir Technologies Inc.(PLTR)$I’ve been trading the PLTR options back-and-forth, puts and calls, the whole time it’s been on the plateau between 22 and change, and 27 1/2, but it’s starting to fall off the cliff. Not sure how low it’s going to go, but as soon as it finds support it should have at least a few good snap ups, into the mid 20s again. Hopefully before the big run after earnings, although they might just wait till they come out and flush out all the weak holders in the meantime. But it certainly hasn’t done its normal waffling back-and-forth from 22 1/2 to 25 like it was doing for a while. Be interesting to see if it has a capitulated selloff of some kind down into the high teens.
$Trump Media & Technology(DJT)$Only Trump and insiders become super rich thanks to DJT while majority of DJT investors, especially MAGA followers are big LOSERs.BTW, The options chain showing major bearishness with highest concentration of puts at the $2.50/share strike price. With a beta over 6, "investors" should be prepared for significant losses.
$Intel(INTC)$Do you pay attention the 10 year note future? That chart is clearly in an upward trend. There are minimal cuts for the future. That means Intels shrunken revenue and decreased margin will create more downside in the stock because the increased value of cash.
$Rivian Automotive, Inc.(RIVN)$Despite RIVN's high market capitalization of $130 Billion, maybe its time its major shareholders look at taking RIVN private? It would be much easier to manage. RIVN is in a great space by focusing on the SUV electric market. Not many spouses want to drive a big truck like the F150 no matter what the price. RIVN is just getting started....TSLA has been in the game for a while and needs to adjust. TSLA's downsizing good for RIVN and other electric car markets....they get access to experienced labour. RIVN is no FSKR!! What’s more, that's what a lot here don't understand. This stock has been beaten up do to others in the sector. Look at what's happened since the new year. Bes
$Palantir Technologies Inc.(PLTR)$Good day PLTR Bulls, It appears that we have Bulls who are conservative and Bulls who are Liberal. We probably have Bulls who are independent. I gather that most of us would rather keep this board politic free. My preference would be for more company intel and hearing serious dialogue regarding strategy and beyond. This company is run by conservatives, liberals and independents, which explains its success. They've found ways to achieve unity. Their products, asresult, are exponentially beyond conventional standards!!! A toast to unity and our success.
$Microsoft(MSFT)$Following the AI news, Bill Gates made a substantial investment of $9 billion in Microsoft (MSFT). His assertion that AI surpasses the impact of both the Internet and the iPhone underscores the profound influence of AI on our world. Inspired by this vision, I acquired a significant number of MSFT shares and continue to add more whenever an opportunity arises. My profits have exceeded 50%, and I am immensely grateful to Bill Gates. Looking ahead, I anticipate another tenfold growth over the next decade, fueled by the AI capabilities under the exceptional leadership of CEO Nadella. Nadella's a visionary genius!
$SoundHound AI Inc(SOUN)$It is amazing that SOUN is up today after the shareholders digested the secondary offering news since they understood SOUN needed cash to improve their products and survive.Another reason might be that the secondary offer will be done by 5 investment bankers. That means SOUN will be supported by these bankers at least in short term.Thus, SOUN will be stabilized and trade between $4.5 to $5 in short time until a good news announced. I bid no news will be announced before the earning report. Thus, To lower the cost and do some trading might be a good strategy in short time to reduce the cost base. My cost base is around $6.5. I would like to reduce the cost under $5.Buy if it is under $4.5 and sell