$iShares 20+ Year Treasury Bond ETF(TLT)$ I reiterate, TLT doesn't need rate cuts. TLT needs an across the board stock crash, and then we get the flight to safety, but a very temporary one. $107 and higher TLT is quite feasible if the primary stock averages swoon.
$Intuitive Machines(LUNR)$ The math doesn’t make sense.57% of all trades were short today. The stock has 63,000,000 shares and a float of 56,000,000.However, it traded 140,000,000 shares today. 57% of this is 79,800,000 meaning 120% of the float was shorted just today.Mathematically this doesn’t seem possible
$Intuitive Machines(LUNR)$ Like I said after the last contact announcement, DON'T sell below 12! The big boys have been playing games with this stock for 2 long. I am trying to buy more premarket myself. LFG, LUNR to the moon
$Galmed Pharmaceuticals(GLMD)$ GLMD is ersatz in this drug devo space…. Look instead to SGMT:well funded, lead drug, Denifanstat, proven leader in liver fibrosis repair, safe, FASN inhibitor, synergies with weight loss GLP-1 drugs as entirely different mechanism of action — now headed into phase 3 after highly successful phase 2 resultsLow float, vulnerableshort position.
$Intel(INTC)$If intel split foundry business and go IPO, what would happen to existing Intel shareholders? Will they get any shares from the foundry business? Foundry business is intel's future. Without it, the design business is not very competitive against nvda and amd.
$Alibaba(BABA)$So... Closed green in HK but shy of local high. It seems there is similar situation set for NYSE. What does it mean? We want to create higher high and hold it. Higher high means anything above 85.78. Hang Seng was not able to do that (in their case to cross previous top of 83.95 HKD) - high of the day was 83.9 and closed 83.35. Higher high would mean lesser probability of double top pattern now being developed in the chart - Baba famous "crown" with tops 85.78, 84.78 and the one top of today. Let's see how it plays out but "topping formation" and overbought levels of RSI suggest there might be a pullback again to at least 81.
$Alphabet(GOOG)$other then paying apple for default browser. they pay other companies to stay alive to show there is competition. if they go down, others are done. they will use the money to show real dominance in their space. doj just wants a pay ✔️. and others are next in line to pay up.
$Taiwan Semiconductor Manufacturing(TSM)$This is extremely undervalued, don’t be fooled by the MM it is a long term investment, there’s no competitor out there even close to what TSMC is producing, especially how they are expanding globally. Don’t be left in the dust you will regret it.
$SUPER MICRO COMPUTER INC(SMCI)$ A good ppi read and guess what, there will be no stopping this with a market rally. Top that off with them announcing that there is no material restatement and file there accounts. $500 in no time and potential to move back upto $600 in a couple of weeks. I am predicting this will be $490 tomorrow. Not sure what the short positions are but the shorts will be closing if they have not already.
$Advanced Micro Devices(AMD)$Server chips glut. Very bad year for chips. Lasting one decade of over production. And way too much capacity. Memory biz like micron and Samsung is coming to haunt the logic biz. especially commodity cpu. Falling victim of their own success. Arm cpu everywhere. 45 28v19 7 5 3 nanometer production lines all running around the clock.