To The Moon

$Microsoft(MSFT)$ The real reason MSFT is still under valued:Quantinuum’s System Model H2 enabled Microsoft’s qubit-virtualization system to generate the most reliable logical qubits ever recorded, a breakthrough with wide ranging implications for everyone in quantum computing, accelerating progress and challenging current assumptions about the timeline toward large scale reliable quantum computing.

$Intel(INTC)$ INTC is not desperate as the press try to present it. However, Intel 3rd qtr will not be good. It will have to include the layoff charges and that is not a small amount. In addition in the 3rd QTR Intel had a bug in the chip and had to refund the buyers or provide replacement that is a charge as well. So with the impact on the revenue from the bug on the revenue side and the charges for restructuring on the expanse side the earning will be poor. So that makes why INTC may be worried since Wall Street is filled with the adversary propaganda ready to exploit all that to push the stock down so companies like QCOM or other adversary fronting companies or financial institutions jump on it. But obtaining a 3 bil fund from USA DOD and annou

$PayPal(PYPL)$ I’m loaded up still with shares at avg of 58 bought last summer, yea flipped shares here and there but loaded fully. Rate hike cycle held the stock down. That’s now over. Same for all fintechs. PYPL going back to $180 within 2-3 years I believe.

$Palantir Technologies Inc.(PLTR)$ Trading pattern for the last few days shows resiliency of PLTR. A little gain following by a little pullback before market closing time and ends the day with a small gain. I think we will end the day gaining 25+ cents. Go longs, hang on to your stocks. We will be officially in S&P500 next week. It would be nice if PLTR has something to do with the pager/walkie-talkie explosion on Hezbollah’s members this week.

$Marathon Digital Holdings Inc(MARA)$ Rate cuts add more liquidity to the global economy. When I say Liquidity, I mean dollars are cheaper to borrow everywhere in the world, which means businesses can afford to borrow and expand. They in turn hire more people. Extra money ends up being saved or invested in the stock market. Now that bitcoin is recognized as an asset some of it goes into bitcoin and other crypto. It is expected that there will be more rate cuts before the end of the year, which will add more liquidity. The rest of this year and possibly all of 2025 are looking good for bitcoin.

$NIO Inc.(NIO)$ Nio/Onvo needs to restore confidence of major investors with consistent delivery volumes, gross margins improvement and growth I believe Nio is at inflection point and stock price will rise significantly in next 6-12 month

$Advanced Micro Devices(AMD)$ Inflation is reducing and interest rates are falling. But that does not mean the prices in the grocery store are going down… the damage is done… prices are already high. They are simply going higher at a slower rate. Meanwhile the average persons income is not keeping up. Many are under and more are going under. The only remedy for this sad situation is growth. Today the greatest promise for growth is AMD and AI inference in AI data center, AI enterprise, AI embedded, AI edge & AI PC processing. Nvidia can’t go there. Only AMD has the entire economy covered

$NIO Inc.(NIO)$ What is not understood by the market yet but will soon, is the strong software foundation NIO has established with Banyan 3.0 release. In particular, AI-integration with NOMI (with NOMI-GPT) and Operating system have enhanced the vehicle user experience greatly. They developed a full-stack vehicle OS from the ground up to offer the smoothest software operations for the entire vehicle. Combine this with its own self-developed 5nm chip to replace NVidia's origin chips is a quite revolutionary, a feat not found in other EV makers, except Tesla to a degree.

$NVIDIA Corp(NVDA)$ Been buying NVDA ...I don't usually chase climbing stocks ...but NVDA was unfairly dropped after their earnings report ...went down to 98 from a high of 135 in Aug. No guarantees it will continue up ....it's up around 120 now ... but I like the odds of a further rise . Just buying because I'm hoping for "Momentum" to continue .

$SUPER MICRO COMPUTER INC(SMCI)$ 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 today. Not sure what the short positions are but the shorts will be closing if they have not already.