To The Moon

$Micron Technology(MU)$ Micron has a leadership capacity to deliver and supply phone AI , it is a very important supplier for Nvidia and their data centers are the future of AI.If they raise 2025 revenue guidance over $9.15 with a surprise eps this qtr, they are breaking out from $120-170 bracket estimates.At current price, you might buy it regardless.

$SUPER MICRO COMPUTER INC(SMCI)$ Don’t believe me…believe Glasshouse Research. This is a forensic accounting firm who also puts out research and short reports like Hindenburg. They put out a note on X saying they believe the Hindenburg report is bunk and put in a long position on SMCI.

$Micron Technology(MU)$ $Qualcomm(QCOM)$ Everyone should load up and hold for long term MU, QCOM and other US domiciled Chip, Electronic manufacturing businesses. The Isreal attack has exposed the vulnerability of Electonic gadgets coming out of hostile nations.There is going to be huge demand for MU like manufacturers, Pricing seems secondary when Security becomes the top agenda.I won't be surprised the stock moves to 110 range before Wednesday's results and 130 + range after blow out results.Irrespective of what happens it is very long term buy and HOLD.GL!

$Advanced Micro Devices(AMD)$ AMD has given guidance for Revenue of $7B for 3Q24 ($6.7 +/- $300M).   One may extrapolate at this guidance growth rate the 4Q24 Revenue will be close to $9B.  This bodes well for AMD to be seen as turning quarters in excess of $10B in 2025.By Christmas then, Analysts anticipating $10B AMD 2025 quarters then will conservatively conclude a $40B Revenue for AMD in 2025.   Using guidance given operational values this yields a 2025 EPS in excess of $7.61.With a reasonable 33 multiple this indicates an AMD SP in excess of $250 clearly seen by Christmas.

$Marathon Digital Holdings Inc(MARA)$ I think renting is a problem, because those contracts will probably be for the life of the facilities (so you are virtually selling off your assets). If AI booms in the next few years, the price would be much, much higher (maybe). Meanwhile, BTC would be going up - lots of profit there. I do think a partnership with AI would be great for any miner. I am always in favor of revenue sharing partnerships. The miner still owns the facilities, and revenue sharing can always be renegotiated, within limits. As for mining, BTC is just about to make its run. This is when miners should be mining and into 2025. Concerning MARA, my biggest holding by far, I think they may have bought BTC at a price not too far from their "

$NIO Inc.(NIO)$ In 2020 all the analysts were targeting NIO at $75 or more. At the time they knew NIO had no sedans, no factory (JAC contracted ES6 and ES8 builds) and was limited to 7000 units a month. Covid limited capacity and sales. Fast forward to 2024, NIO is averaging 17,000 units a month, has developed a supply chain second to none and is widely considered the leader in EV tech. (ET9) with a mass market ONVO in the wings. Let's not forget 150KWh batteries, cutting edge battery swapping and a partner list that ranges from Shell energy to Lotus. Now the analysts are in the business of UNDER VALUATING NIO so their own banks can glom shares. Do not be fooled. Smart money knows the real story while dice rollers play fo

$NVIDIA Corp(NVDA)$ Now is the perfect time to start buying as many NVIDIA'S shares as you possibly can. Simply because all of the Money Movers and the Fat Cats are too scared to jump in and start acting like Pac-Man and start gobbling up billions and billions of dollars of NVIDIA'S shares. But rest assured they too will ultimately start coming around to their right senses. Once they start hearing and reading about how well NVIDIA'S magnificent Blackwell has shocked and re-energized the entire Generative AI Ecosystems.

$Intel(INTC)$ I see more and more positive comments on internet forums/communities where people are excited about Intel's upcoming Lunar Lake and Arrow Lake cpu's...Not so much about Zen5 (which looks like it's having really bad sales). People are waiting for Intel's products since Zen5 didn't meet expectations and the overhyped snapdragon elite x/windows on ARM also had a disastrous launch.A lot of positivity about the new Xeon processors too.This is a big opportunity for intel.

$Adobe(ADBE)$ ADBE's ER was excellent! Although every other big tech forecasted lower, I love it when the market irrationally sells off like this only to realize how foolish it was a few days later. My first investment in ADBE...easy pickin's.

$NIO Inc.(NIO)$ This for the rookies that’ve been brain washed, LI auto, Xpeng, Yinn all up, NIO down, all in pre-market but still a sign of weakness, if it stays the same in regular market, time to sell as this may pull back all the way to 3’s. Don’t believe? Hold ur shares then