$iShares 20+ Year Treasury Bond ETF(TLT)$ Congratulations !!!!!50 bps cut is great for bond, bad for stocks (actually good news since I can buy more at lower price).Bond bulls have been incredibly patient, and you deserve it !!!
$Intuitive Machines(LUNR)$ LUNR closes UP 38% and people feel hurt. Kinda reminds me when a baseball player hits a grand slam and as a joke, the team ignores him as he returns to the dugout. I hope it rockets mana so I can get back in.
$Intuitive Machines(LUNR)$ Good luck longs! Months ago people here already expected IM to land these contracts of this magnitude sooner or later.Glad to see the confirmation. 🎩
$Galmed Pharmaceuticals(GLMD)$ Sold at $23+...now back in with 4.5k shares and may accumulate more if it drops below $11 in anticipation of further action $20+ tomorrow. GLTA
$Intel(INTC)$The $3.5b pentagon’s contract may not be seen significant based on the revenue or profit basis. But it establishes the fact that the government strongly believes that Intel can deliver cutting edge chips. This essentially means Intel’s 18a is a success and it is well on its way to HVM
$Alibaba(BABA)$I screamed for all to buy Baba at 68,70,74,76,78,80,82 and now we broke 85 and are headed to 98. Baba is a must buy must own stock for 2024-2025 with a 2 year price target at $ 269.
$Taiwan Semiconductor Manufacturing(TSM)$all you shorties and INTC bag-holders need to realize that TSMC does not need NVDA to be successful (not that I think NVDA will go away anytime soon). it does not matter who develops the next big AI chip or another breakthrough chip design in next big thing b/c that company would need TSMC to manufacture its chips. fabs and manufacturing process are not something that could be had overnight. the closest thing to competition TSMC has is samsung, and yes intc is decades behind those.
$SUPER MICRO COMPUTER INC(SMCI)$ Can someone tell me who said that the company is required to submit the 10- K report by Friday. As far as I know, the company has requested an extension and it could be before its earnings in October. Please provide me more info if I'm wrong.SMCI said "Additional time is needed for SMCI’s management to complete its assessment of the design and operating effectiveness of its internal controls over financial reporting as of June 30, 2024. SMCI has not made updates to its results for the fiscal year and quarter ended June 30, 2024 that were announced in SMCI’s press release dated August 6, 2024"
$JD.com(JD)$My investment portfolio took a beating in past few days. Lost nearly $16,500 injust a few hours. Although I'm still above the water, I've lost more thantwo thirds of this year's gains. Despite the loss,l still added moreshares of some stocks. $JD.com(JD)$$Weibo(WB)$$NIO Inc.(NIO)$$Daqo New(DQ)$