$Portage Biotech Inc.(PRTG)$ longs loading up for the break out, going to get trapped on this pile of crap, they can increase the float by 40% and they will. Also expect them to be working the phones all day to take advantage of this move for a raise
$Marathon Digital Holdings Inc(MARA)$ Printing new shares doesn't mean dilution unless the equity per share decreases while the share count is increasing, which doesn't appear to be the full picture of what is happening at MARA. It looks more like value is being protected for shareholders. It is dilution in the sense that if a shareholder is holding a fixed number of shares while the share count is increasing, that shareholder's ownership percentage in the company is decreasing, but if the value per share is simultaneously increasing (and I don't mean the stock price), it's possible that the shareholder is losing no value and possibly even gaining value. Confusion about this can be an edge for investors who see it for what it is and can look beyon
$Marathon Digital Holdings Inc(MARA)$ What is the argument for mining at a loss vs just buying from an exchange? And if the bitcoin price levels out does that mean the end of Marathon? My concern is that AI is going to outcompete miners for energy, and the price of energy will rise dramatically in the next two years. There is a new paradigm here that may cause people to panic, and I don't want to see that.
$Oracle(ORCL)$ ORCL is known for years not a blockbuster growth co for a lon long time and Wallstreet knew them for yrs of disappointment after disappointment..They are okay co to invest in with their stagnant database product almost became irrelevant at one.point .Because of their forced acquisitions of peoplesoft and sun microsystem helped them out of the mess they are in it
$Broadcom(AVGO)$ I still believe this could be a *huge* AI rug pull. If it is, I think AVGO could see one more rip North, then maybe $125, $85, $45 over the next 3-9 months. If that happens….look out below, could get quite a bit worse…
$SUPER MICRO COMPUTER INC(SMCI)$Downside risk limited.Sorry shorts, but your money gone from those crazy low levels.I told you that $500 gap will NEVER get filled, and not looking like the $700s will be seen again.So, the $800s-$900s is most likely the best shorts can get, so stop dreaming about under $600 coming back. Your money is gone from that level shorts. BTW, shorts only chance of potentially seeing under $800 again would be if the markets had opened down massively like we saw the futures when Israel first did the strike.So for now, looks like the max shorts could get is the $800s in my opinion.What’s more, Well, I’m very strong on SMCI, but I did put out my disclaimer earlier, just in case shorts want to tal
$Apple(AAPL)$All I need is a steady income and I don't require massive growth from Apple. I'm fine as long as I can stay ahead of inflation. I don't see how A.I. is the answer to everything or how it will provide huge revenue growth for all companies. I'm sticking with Apple and maybe they'll eventually find a new product that will be a top seller. It's a longshot, but they may get lucky. If the global economy remains weak, I think most companies will see lackluster growth but that's just my gut feeling.
$SoFi Technologies Inc.(SOFI)$Sell and buy hood. They are the bigger version of sofi or soon will be. They have the backing and money to surpass sofi easily. This is kind of like the beyond meat story where the bigger player will dominate on the longer term putting the smaller player near bankruptcy.
$Kaival Brands Innovations Group, Inc.(KAVL)$Don't buy this stock! insider will dump soon! their product doesn't have an advantage! lot of competition in this sector. Penny stock garbage that rallied on a red day, I can only imagine how many chumps jumped on this sadly. Zack’s out! Now for the hedge short.
$Rivian Automotive, Inc.(RIVN)$I ride the bus but very few people do since it is less convenient than driving. Same with EVs, as long as charging on trips is a hassle it is a car for town only. They are like the original digital watch where you pushed a button to see the time. Neat but did not rule the mass market till better than hand watch. Likely 5 years till EV superior for majority. Too long for Rivian. What’s more, how low can it go…$6 dollars please and then end of the year 4$ no rooms for expensive EVs in this market.