$Apple(AAPL)$JR Research: "Apple (NASDAQ:AAPL) investors are likely still assessing whether the thesis of an AI-driven supercycle could lift its iPhone sales following Apple's iPhone 16 launch event. Accordingly, AAPL topped out in mid-July 2024 (well ahead of its September iPhone event) before it fell toward its early August 2024 lows.Actually, it's short-term Apple traders, not investors who caused AAPL to fall "toward its early August 2024 lows".Big difference...long-term AAPL investors are continuing to hold AAPL and buy additional AAPL shares as appropriate.
$NVIDIA Corp(NVDA)$Addressing supply chain concerns, Jensen said NVIDIA has sufficient in-house intellectual property to shift manufacturing if necessary without significant disruption. The company plans to begin shipping Blackwell-based products in the fourth quarter of fiscal 2025, with volume production ramping up in fiscal 2026, according to Jensen.
$NIO Inc.(NIO)$Both EU and US are trying to protect their domestic automakers, realizing how much behind their manufacturers are in the EV technology compared to Chinese EV makers. They are effectively just buying time but, in the end, will slow down the innovations even further. You can't catch up the progress made over ten years by Tesla and Chinese EV makers by slowing them down commercially. The gap will get even wider in the end.
$Trump Media & Technology(DJT)$ The debate was clearly rigged, not sure why Trump agreed to a debate with biased ABC media as the moderators. -Trump Media & Technology (NASDAQ:DJT) shares declined by as much as 11% after the U.S. presidential debate between Democratic nominee Kamala Harris and Republican Donald Trump. According to a CNN instant poll conducted by SSRS, 63% of viewers felt Harris won the debate, while 37% believed Trump was the winner.
$Micron Technology(MU)$ anyone long don’t worry the bears are trying to push back to $80While it’s possible to see some volatility, I don’t believe it will hit that level, and a bounce is likely on the horizon.Risky selling at this price if you ask me but some people don’t know when to quitSelling at this price point seems risky, especially if you’re confident in the stock’s potential. Sometimes, the bears create unnecessary panic, but patience often pays off. It’s important to stay calm during these fluctuations and remember that some sellers might be exiting too soon, missing the next upward move.
$Rivian Automotive, Inc.(RIVN)$ Question, CFRA downgraded the stock and set a $12 target. What do you guys think, full of it? They might be a short ha.
$Opendoor Technologies Inc(OPEN)$ News doesn’t move markets.Just shorted 8k more of this one. This non-correlated rise in Real Estate stocks doesn’t apply to a failed business model like OPEN. This is an absolute gift to shorts. OPEN longs are going to absolutely be stunned when they release their next “earnings” and forward guidance. That’s why company insiders are selling their shares, and buying none.
$Adobe(ADBE)$Respectfully, ADBE just reported the highest earnings in the company's history and guided for continuation. I'm wondering why the stock price is still stuck in the 400s after numbers like that. The fact that it's only down 1.8 percent after a long overdue run up like it just had shows how bullish the drift is.
$Lordstown Motors Corp.(RIDE)$ ndeed, that short squeeze was quite impressive! It serves as a valuable lesson for those who underestimated the power of a short squeeze and didn't have enough equity to support their short positions. The forced coverings due to margin calls will likely make them think twice before making the same mistake again. It's a reminder for all of us to learn from their experiences and approach shorting with caution and sufficient resources.