$PDD Holdings Inc(PDD)$Imported junk is also sold by US giants, (Walmart, Amazon, etc.) The only difference is the price the consumer is paying for that junk.I do quite a bit of shopping on both TEMU and Amazon and have now started to cross check pricing on certain items I find on Amazon. I have no trouble finding these items on TEMU at a fraction of the price that Amazon charges. I’m not talking about big ticket or name brand items, but smaller gadgets, household items, unbranded clothing, etc. are significantly less expensive direct from China than they are when buying from a middleman like Amazon. I hold WMT, AMZN and PDD so am not biased towards one stock over the other, but I do believe these proposed tariffs are mor
$SUPER MICRO COMPUTER INC(SMCI)$ Immensely frustrating stock since March - but assuming they get the 10k filed with no impact to $$, this will move. While leadership has not helped themselves with missed upgraded guidance (twice), no pre-guidance on earnings, and weak responses to this short attack….. they are well positioned to gain considerable market share. Liquid cooled servers are the future - they lead the market.
$NVIDIA Corp(NVDA)$The biggest scam of all time. Well played. A big marketing act to get the bucks from these Europeans. At this point, there is no AI revolution—maybe in a few years. First, that bubble is going to burst
$Taiwan Semiconductor Manufacturing(TSM)$sorry I just need to sell a few shares now and then and it's only 10% higher than it was when it hit 160 in late 22 for blowout quarters for eight times in a row I think it would have got a little higher I wonder what's keeping it down
$ARM Holdings Ltd(ARM)$ As we continue to encounter this distribution from last Friday's advance and prior to the FOMC rate decision.... There is a U$D valuation gap from last Tuesday at 127.22 close that has an increasing probability to be filled. IMO Stay warm
$AST SpaceMobile, Inc.(ASTS)$ Ummm.. to all those Longs that had either some excellent luck or thorough due dilligence to come in under $10, I salute you. On a separate note, to all of us who initially got in just under $20, with several shares, Congrats as well. Be patient, it's an investment with lucrative returns. That said, I'm doing a portfolio rebalance. Lots of change coming in the next 60 days and the market is reflecting that.. Still not selling it all...
$GameStop(GME)$ Just noticed something interesting in Yahoo’s GME stats. They now state 484M “implied” shares outstanding. That’s 58M more than real outstanding shares. That was never the case before. Implied shares outstanding is used to calculate the market cap stated on this site, so it’s an important issue.Generally this discrepancy is attributed to having 2 classes of stock, A & B, with only A shares trade-able and B shares not trade-able until converted to A shares first. Insider shares, on the other hand, are already included in the real outstanding share count, although they’re restricted and why they’re not included in the float.So what’s going on? Must be another Yahoo inexplicable mistake again. At least “apes” better hope it is.Mayb
$ARM Holdings Ltd(ARM)$ I am encourage that the extreme scale Arm Holdings is making through the system is going to likely get this company to a trillion dollar valuation much faster that what it took NVDA to get to. What we are seeing today is the tip of the iceberg with number of billion dollar opportunity that are increasing at a very rapid pace for the foreseeable future. Today does allow investors to buy now before it rises to much more expensive levels. Bottom line is we are in the early innings of NVDA next of kin becoming the one that cannot be ignore by anyone.
$Amazon.com(AMZN)$It’s always about Brand loyalty. There are many phones that are cheaper than Apple. Yet…Apple controls the industry. I may pay less at another website, but I am an Amazon shopper and probably always will be. That’s what brand loyalty is always about.
$Advanced Micro Devices(AMD)$We've seen AMD get beaten down before. Mostly, when the market was skeptical that AMD could take market share from Intel. This is different. Other semiconductors are at their highs. ETFs and indices with AMD holdings are at their highs. AI spending is at their highs. Something is off with this, and I think most longs here know that. And please respect yourself and leave the board as most of us here are seasoned AMD long investors, with 40,000% ROI, so far, and still holding tight to our positions. AMD has good products. Their problem is adoption. I trust that this will change, and that guidance was unnecessarily sandbagged.Super Long AMD, NDVA, AVGO ... !