$SUPER MICRO COMPUTER INC(SMCI)$" (TSC) expects that AI-related revenue—the category includes Nvidia’s specialty of graphics-processing units for data centers, as well as AI accelerators and central processing units—will grow at a 50% annual compound growth rate through to 2028."SMCI market share growing. in a market with a 50% compound growth rate.enough said.
$Apple(AAPL)$Was at Spectrum today.Compare the iPhone 15 to the Samsung S24.No comparison. Anyone comparing the two can see how many YEARS ahead Samsung is compared to Apple.Apple is now grandma's tech. Samsung listened to all the reviews and improved on their entire phone.Apple doesn't listen to anyone.Just look at how they still don't have a calculator for some of their devices. After all these years zilch. You have to get your own.OR Siri. !0 years in the desert with no one listening to all the complaints about demoded product!Why buy an outdated iPhones with passé designs and expired ideas?Samsung is cutting edge. If you don't believe me look at the reviews on Youtube.
$SoFi Technologies Inc.(SOFI)$All’s I need is this bit¢h to climb back to 7.92 and I’m outta here finally!!! I’ll take my tiny profit and move it into gold or treasury bonds to weather the storm of war in Middle East and Ukraine, 6 months outside a volatile election year and a crippling and unstable economy! Heck, even transferring the thousands of dollars I have invested in $oFi stock into my 4.60% Sofi savings account will give me more gains in the short term or long term!I am bullish long term with SoFi! Best of luck to all the longs. I have to protect my money. Although I’ll buy back in once things calm down geopolitically.BTW, it’s going to be a slow steady climb up to earnings… barring any market meltdown.
$Kaival Brands Innovations Group, Inc.(KAVL)$Obviously no guarantee, but I think this will spike back up, too much shorting here. Think shorts are going to be squeezed. IMHO. BTW, what a start to the week, After a weekend full of headlines about the war, I hope we are all motivated to take action with SINT.
$Tesla Motors(TSLA)$Tesla, Inc., which has been buffeted by fundamental issues, is looking to trim its workforce, according to a report that surfaced late Sunday.Tesla has notified regarding of a shortening of Cybertruck production shift at the Giga Texas factory even as the electric-vehicle giant is bracing for a round of layoffs this week, Electrek reported, citing reports from employees.The job cuts being contemplated would be in the order of up to 20% reduction, and in absolute terms it could mean tens of thousands of employees, the report said.What’s more, It looks like Tesla sales in Europe have maxed out. Not much has changed in the last 6 quarters. 95K to 85K deliveries.
$Broadcom(AVGO)$“Broadcom's advancements in its 2nm ASIC platform further support this sustained growth in Al ASIC revenues, with the platform already securing its first win with a high-performance computing customer. Strong market interest in Broadcom's Tomahawk 5 and Jericho 3 switching/routing chipsets, as well as its PCle Gen5/Gen6 switching solutions. This projection signifies a growth of 2.5X compared to the figures recorded in 2023.Al-driven Demand Remains Robust.”
$XIAOMI-W(01810)$In fact, the owner of the car now is by faith. Including myself, we are all bold but cautious. Car worth 30w is not expensive but not very cheap. Wait till the first owners say the quality of these cars are okay. I'm sure a lot of people share that mindset.
$Coinbase Global, Inc.(COIN)$COIN PE is based on the 3 quarters of negative earnings and Q4 of $1.02 during 2023This explains why the PE is currently highQ1 earnings should be more than double Q4 based on trading volumes verified by simple google searches and several analytics2024 should really be an outstanding year for Coinbase !What’s more, I see $500-600 this year easyBears know this, but point to the high P/E so they can justify that their decision to short that likely caused them losses wasn’t completely crazy.BTW, COIN has come to rest smack dab in the middle of the Linear Regression Channel, indicating rising support, now at the 243 level. Keep your eyes on this..If coin continues in a wave like pattern
$Micron Technology(MU)$Over the last year of this legal sction, MU market has risen $70B, or 110%….while MU I think has also captured Billions of $ in government credits and/or loans.MU would be well advised to offer a fair settlement to make this risk go away before the public realizes that with the complicity of PTAB shenanigans MU has tried to bury an innovative small American company.One can always hope.
$Sea Ltd(SE)$Yesterday I added to an existing position in $SE and bought new $BTG gold.BTG had better earnings + pays a 5.9% dividend and is underperforming gold. Perhaps a decent trade coming from BTG and SEA is starting to move IMO. SEA should do well here. Now for $GRAB to take off.