$Tesla Motors(TSLA)$Approximately 85% of car purchases in the US are financed through debt. With today’s Federal Reserve’s 50 basis point rate cut, borrowing costs are going to drop, making a Tesla which is already affordable, even more affordable! It will be buy the dip. $250 by next week….
$Broadcom(AVGO)$I bought Broadcom because of the CEO. I was rewarded by a 425% gain. The missing item is what he will do next. I really don't care about the price next week. I will continue to hold and in 5 years we will find out if it was a good decision. I back great leaders sand usually am proven to be right.
$Advanced Micro Devices(AMD)$I really think we’re getting close to the end of this downtrend for AMD. A close above the 200-day SMA at $159.41 would be a great sign! The price action has been rough lately, but I’m holding out hope. I’m aiming for $182 or more by the end of the year. It would feel so good to see that recovery.
$Li Auto(LI)$$LI AUTO-W(02015)$I actually love it when stocks drop! A decline can be a great opportunity, especially for quality stocks. It’s like a chance to grab a bargain! Every time there’s a big dip, I see it as a moment to make some serious profits. With Li Auto, I’m all in during these downturns because I know the potential is there. It’s all about seizing the moment when others might be panicking!
$Intel(INTC)$Right now, Intel is being valued as a collection of arguably distressed assets. To me, this move will at least serve to highlight the value of both the design and the manufacturing side of the business. If the design side can become competitive and the fab business can successfully compete the total valuation could be dramatically higher in a few years. When I think about chip companies, it seems like they are in the dog house until they are not. In a way this allows Intel to be “fabless” just like $Advanced Micro Devices(AMD)$ . I think these assets are very valuable and that Intel is strategically important to the US when it comes to designing and manufacturing chi
$Broadcom(AVGO)$ I sold my shares at 165.40, and now I’m planning to buy them back at 155.00. Honestly, it shot up way too quickly, and I had to take my profits before it could drop. It’s like the stock was on turbo mode, and I needed to hit the brakes before things got out of hand. I mean, it's frustrating seeing it climb so fast, but that’s just how it goes sometimes, right? I’ll be ready to pounce when it hits my buy-back price. Fingers crossed it works out, or I’ll be kicking myself for not holding on a bit longer!
$Micron Technology(MU)$ This is a perfect opportunity to get in at the ground floor for a 2X ascent in <2 years. The sh pr had already digested the airpocket of weakness in DDR4 DRAM spot prices in the last month BEFORE this downgrade. And tis a short phase of ASP weakness as PC OEM's deplete inventory that was accumulated in 1H '25 knowing DRAM ASP's were going to rise... I wished Micron would have fallen more as some analyst downgraded PT from $125 to $67!! But just one analyst has panicked. 38/41 analysts rate Micron a BUY. Time to write another report - this is a great window to enter tbe Gilded Age of Digital Memory that's the cornerstone of our data-centric lives.
$NVIDIA Corp(NVDA)$No large-cap stock is even close to NVDA, $Taiwan Semiconductor Manufacturing(TSM)$ is doing great to increase their capacity. Regarding the customers concentration risk, there are sectors like pharma/drugs discovery ready to invest heavily (see Clara program), digital twins (Omniverse) big enterprises like Mercedes-Benz and Foxconn have signed multi-year contracts. New geographies and markets will fuel Nvidia.
$Microsoft(MSFT)$I bought my MSFT shares at 52 back in 2015 and can't remember how many times I was told to sell my shares. Thank God I never listened to any of them. Stock trading is the transfer of assets from the impatience to the patience. Be patient. Don’t sell. Buy more. MSFT fundamentally strong, and rises up sharply in the near future
$NVIDIA Corp(NVDA)$AI is not a " $McDonald's(MCD)$ drive through!" it takes time and money for the LLM's to generate results. The infrastructure is being built...NVDA chips are leading the way, sell if you must, but the largest companies in the world are investing today for a more productive and profitable future. NVDA will be a $10T dollar company by 2030...