$MicroStrategy(MSTR)$ Does this *new entitled genius generation " know how hard their fathers worhed to give them what they take OH so for granted? Just answer me thatDo they have the REMOTEST idea what their parents went through to land them in the lap of luxury, to which they are accustomed as "normal"? No they don't. And That's why they don't understand money, that's why they think they can create it...Like in Bitcoin!yay let's just create it outta thin air, cos we sooo bright! and then lets leverage it up on mstr !!Now maybe you understand the current generationWhat a sorry bunch
$Alphabet(GOOG)$$Alphabet(GOOGL)$ RSI GOOG has displayed has been perfect. Strong would be an understatement. Tells me we're looking at a potential blowout Q1 and/or they finally announce a dividend following in META's footsteps. 💪170.
$Alphabet(GOOG)$$Alphabet(GOOGL)$ Short Tsla $Tesla Motors(TSLA)$ or put on Tsla. It will fall 15% after ER today. The profit will be -1.5 dollar to 0.5 dollar last quarter and whole year will be-3.5 dollar, I think. There is no miracle that it will rebond. The winnning rate is 99%. Sell Google . Its price is very expensive. only leave 5% to rise.
$Apple(AAPL)$ Hoping for under 150 by end of week. Then I'll nibble and keep adding as it falls. Can't catch the bottom, may be under 120, but at least I can get back in much cheaper than it was a couple months ago! Maybe they will come out with something good again over the next few years?
$Taiwan Semiconductor Manufacturing(TSM)$ 8b billion in aid to Taiwan passed, and this stock is like 70% of their GDP. No way this doesn't go up tomorrow. TSM controls over 90% of 7 nm and below. Chipp on Wafer demands have exceed the supply. It is likely to grow in double digit or over 100% in 2nm. I like the monopoly business.
$Micron Technology(MU)$ It's not Micron, anyone wailing about this company needs to see the SMH and the general weakness that has been going on in semis for the past week and looks to continue. They're taking any of them out and shooting them, I mean, if MU came out saying they're able to raise prices, and then they get gov't money, and then a TSMC $Taiwan Semiconductor Manufacturing(TSM)$ brings them down, it means the sector is weak. Let the market dictate when to buy and sell, let the semis fall until they stop falling here, let the weakness work itself out. MU still a quality company.
$MicroStrategy(MSTR)$ As of today 04/19, MicroStrategy's stock is trading at a premium of approximately 74.6% over Bitcoin based on estimation of BTC exposure per share.If MicroStrategy were trading with no premium over Bitcoin, each share would be worth approximately $702.63. This calculation assumes that the value of MicroStrategy is entirely based on its Bitcoin holdings and does not take into account any other assets or business operations of the company.Happy Birthday Love GIF by Mo Willems Workshop
$SUPER MICRO COMPUTER INC(SMCI)$ EarningsHope there is a pre earnings announcement because some quarters there isn't one.Would like to hear about the new foundry. Up and running?Just about everyone looking for great earnings like me but when a company is doing great you often get some financial write offs so beware. SMCI took the two dilutions we got well.If earnings show an increase in profit margins SMCI will take off again. You know, if Supermicro is getting more business (increased revenue) with lower margins that is not so bad and SMCI's high valuation may be because Supermicro's margins will increase when the AI chips prices come down and server prices don't.Does Supermicro use AI to design its servers?
$Marathon Digital Holdings Inc(MARA)$ Sharing my rational: average fee per bitcoin is at 8160 USD/BTC in mara pool this is more than 10%...basically at December levels. Very good news for consistent miners.Good news ahead of: First, BTC price might go up strongly....Secondly, miners might present very good monthly results.I am staying with CLSK and out from the others for now...but I am still happy.Rational will come back to trustful miners.Strongly bullish on my side...but recognizing a big big risk investing in miners...considering the latest days.Marathon Digital (NASDAQ:MARA) Stock Price Down 4.9%
$NIO Inc.(NIO)$$NIO Inc.(NIO.SI)$ NO need to discuss profit in NIO because there is NO PROFIT baked into the SP. Nobody is paying for profit. As a matter of fact, at this SP nobody is paying for the $60 a share NIO POWER is worth. Nobody is paying for the most advanced EV manufacturing facilities, in the world. The best showrooms, the best batteries. The best self-driving. The who's who in partners or the 2900 patents in battery swapping that means everyone else will be paying NIO to swap and they ALL will.Tesla is selling at unsustainable forward earnings. NIO is trading at exaggerated forward losses.Short Tesla - Long NIO if you want to some major profits.